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The simplest way to understand a variable is as any characteristic or attribute that can experience change or vary over time or context – hence the name “variable”. For example, the dosage of a particular medicine could be classified as a variable, as the amount can vary (i.e., a higher dose or a lower dose). Similarly, gender, age or ethnicity could be considered demographic variables, because each person varies in these respects.
Within research, especially scientific research, variables form the foundation of studies, as researchers are often interested in how one variable impacts another, and the relationships between different variables. For example:
As you can see, variables are often used to explain relationships between different elements and phenomena. In scientific studies, especially experimental studies, the objective is often to understand the causal relationships between variables. In other words, the role of cause and effect between variables. This is achieved by manipulating certain variables while controlling others – and then observing the outcome. But, we’ll get into that a little later…
Variables can be a little intimidating for new researchers because there are a wide variety of variables, and oftentimes, there are multiple labels for the same thing. To lay a firm foundation, we’ll first look at the three main types of variables, namely:
Simply put, the independent variable is the “ cause ” in the relationship between two (or more) variables. In other words, when the independent variable changes, it has an impact on another variable.
For example:
It’s useful to know that independent variables can go by a few different names, including, explanatory variables (because they explain an event or outcome) and predictor variables (because they predict the value of another variable). Terminology aside though, the most important takeaway is that independent variables are assumed to be the “cause” in any cause-effect relationship. As you can imagine, these types of variables are of major interest to researchers, as many studies seek to understand the causal factors behind a phenomenon.
While the independent variable is the “ cause ”, the dependent variable is the “ effect ” – or rather, the affected variable . In other words, the dependent variable is the variable that is assumed to change as a result of a change in the independent variable.
Keeping with the previous example, let’s look at some dependent variables in action:
In scientific studies, researchers will typically pay very close attention to the dependent variable (or variables), carefully measuring any changes in response to hypothesised independent variables. This can be tricky in practice, as it’s not always easy to reliably measure specific phenomena or outcomes – or to be certain that the actual cause of the change is in fact the independent variable.
As the adage goes, correlation is not causation . In other words, just because two variables have a relationship doesn’t mean that it’s a causal relationship – they may just happen to vary together. For example, you could find a correlation between the number of people who own a certain brand of car and the number of people who have a certain type of job. Just because the number of people who own that brand of car and the number of people who have that type of job is correlated, it doesn’t mean that owning that brand of car causes someone to have that type of job or vice versa. The correlation could, for example, be caused by another factor such as income level or age group, which would affect both car ownership and job type.
To confidently establish a causal relationship between an independent variable and a dependent variable (i.e., X causes Y), you’ll typically need an experimental design , where you have complete control over the environmen t and the variables of interest. But even so, this doesn’t always translate into the “real world”. Simply put, what happens in the lab sometimes stays in the lab!
As an alternative to pure experimental research, correlational or “ quasi-experimental ” research (where the researcher cannot manipulate or change variables) can be done on a much larger scale more easily, allowing one to understand specific relationships in the real world. These types of studies also assume some causality between independent and dependent variables, but it’s not always clear. So, if you go this route, you need to be cautious in terms of how you describe the impact and causality between variables and be sure to acknowledge any limitations in your own research.
In an experimental design, a control variable (or controlled variable) is a variable that is intentionally held constant to ensure it doesn’t have an influence on any other variables. As a result, this variable remains unchanged throughout the course of the study. In other words, it’s a variable that’s not allowed to vary – tough life 🙂
As we mentioned earlier, one of the major challenges in identifying and measuring causal relationships is that it’s difficult to isolate the impact of variables other than the independent variable. Simply put, there’s always a risk that there are factors beyond the ones you’re specifically looking at that might be impacting the results of your study. So, to minimise the risk of this, researchers will attempt (as best possible) to hold other variables constant . These factors are then considered control variables.
Some examples of variables that you may need to control include:
Which specific variables need to be controlled for will vary tremendously depending on the research project at hand, so there’s no generic list of control variables to consult. As a researcher, you’ll need to think carefully about all the factors that could vary within your research context and then consider how you’ll go about controlling them. A good starting point is to look at previous studies similar to yours and pay close attention to which variables they controlled for.
Of course, you won’t always be able to control every possible variable, and so, in many cases, you’ll just have to acknowledge their potential impact and account for them in the conclusions you draw. Every study has its limitations , so don’t get fixated or discouraged by troublesome variables. Nevertheless, always think carefully about the factors beyond what you’re focusing on – don’t make assumptions!
As we mentioned, independent, dependent and control variables are the most common variables you’ll come across in your research, but they’re certainly not the only ones you need to be aware of. Next, we’ll look at a few “secondary” variables that you need to keep in mind as you design your research.
Let’s jump into it…
A moderating variable is a variable that influences the strength or direction of the relationship between an independent variable and a dependent variable. In other words, moderating variables affect how much (or how little) the IV affects the DV, or whether the IV has a positive or negative relationship with the DV (i.e., moves in the same or opposite direction).
For example, in a study about the effects of sleep deprivation on academic performance, gender could be used as a moderating variable to see if there are any differences in how men and women respond to a lack of sleep. In such a case, one may find that gender has an influence on how much students’ scores suffer when they’re deprived of sleep.
It’s important to note that while moderators can have an influence on outcomes , they don’t necessarily cause them ; rather they modify or “moderate” existing relationships between other variables. This means that it’s possible for two different groups with similar characteristics, but different levels of moderation, to experience very different results from the same experiment or study design.
Mediating variables are often used to explain the relationship between the independent and dependent variable (s). For example, if you were researching the effects of age on job satisfaction, then education level could be considered a mediating variable, as it may explain why older people have higher job satisfaction than younger people – they may have more experience or better qualifications, which lead to greater job satisfaction.
Mediating variables also help researchers understand how different factors interact with each other to influence outcomes. For instance, if you wanted to study the effect of stress on academic performance, then coping strategies might act as a mediating factor by influencing both stress levels and academic performance simultaneously. For example, students who use effective coping strategies might be less stressed but also perform better academically due to their improved mental state.
In addition, mediating variables can provide insight into causal relationships between two variables by helping researchers determine whether changes in one factor directly cause changes in another – or whether there is an indirect relationship between them mediated by some third factor(s). For instance, if you wanted to investigate the impact of parental involvement on student achievement, you would need to consider family dynamics as a potential mediator, since it could influence both parental involvement and student achievement simultaneously.
A confounding variable (also known as a third variable or lurking variable ) is an extraneous factor that can influence the relationship between two variables being studied. Specifically, for a variable to be considered a confounding variable, it needs to meet two criteria:
Some common examples of confounding variables include demographic factors such as gender, ethnicity, socioeconomic status, age, education level, and health status. In addition to these, there are also environmental factors to consider. For example, air pollution could confound the impact of the variables of interest in a study investigating health outcomes.
Naturally, it’s important to identify as many confounding variables as possible when conducting your research, as they can heavily distort the results and lead you to draw incorrect conclusions . So, always think carefully about what factors may have a confounding effect on your variables of interest and try to manage these as best you can.
Latent variables are unobservable factors that can influence the behaviour of individuals and explain certain outcomes within a study. They’re also known as hidden or underlying variables , and what makes them rather tricky is that they can’t be directly observed or measured . Instead, latent variables must be inferred from other observable data points such as responses to surveys or experiments.
For example, in a study of mental health, the variable “resilience” could be considered a latent variable. It can’t be directly measured , but it can be inferred from measures of mental health symptoms, stress, and coping mechanisms. The same applies to a lot of concepts we encounter every day – for example:
One way in which we overcome the challenge of measuring the immeasurable is latent variable models (LVMs). An LVM is a type of statistical model that describes a relationship between observed variables and one or more unobserved (latent) variables. These models allow researchers to uncover patterns in their data which may not have been visible before, thanks to their complexity and interrelatedness with other variables. Those patterns can then inform hypotheses about cause-and-effect relationships among those same variables which were previously unknown prior to running the LVM. Powerful stuff, we say!
In the world of scientific research, there’s no shortage of variable types, some of which have multiple names and some of which overlap with each other. In this post, we’ve covered some of the popular ones, but remember that this is not an exhaustive list .
To recap, we’ve explored:
If you’re still feeling a bit lost and need a helping hand with your research project, check out our 1-on-1 coaching service , where we guide you through each step of the research journey. Also, be sure to check out our free dissertation writing course and our collection of free, fully-editable chapter templates .
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Dave Cornell (PhD)
Dr. Cornell has worked in education for more than 20 years. His work has involved designing teacher certification for Trinity College in London and in-service training for state governments in the United States. He has trained kindergarten teachers in 8 countries and helped businessmen and women open baby centers and kindergartens in 3 countries.
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This article was peer-reviewed and edited by Chris Drew (PhD). The review process on Helpful Professor involves having a PhD level expert fact check, edit, and contribute to articles. Reviewers ensure all content reflects expert academic consensus and is backed up with reference to academic studies. Dr. Drew has published over 20 academic articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education and holds a PhD in Education from ACU.
An independent variable (IV) is what is manipulated in a scientific experiment to determine its effect on the dependent variable (DV).
By varying the level of the independent variable and observing associated changes in the dependent variable, a researcher can conclude whether the independent variable affects the dependent variable or not.
This can provide very valuable information when studying just about any subject.
Because the researcher controls the level of the independent variable, it can be determined if the independent variable has a causal effect on the dependent variable.
The term causation is vitally important. Scientists want to know what causes changes in the dependent variable. The only way to do that is to manipulate the independent variable and observe any changes in the dependent variable.
The independent variable and dependent variable are used in a very specific type of scientific study called the experiment .
Although there are many variations of the experiment, generally speaking, it involves either the presence or absence of the independent variable and the observation of what happens to the dependent variable.
The research participants are randomly assigned to either receive the independent variable (called the treatment condition), or not receive the independent variable (called the control condition).
Other variations of an experiment might include having multiple levels of the independent variable.
If the independent variable affects the dependent variable, then it should be possible to observe changes in the dependent variable based on the presence or absence of the independent variable.
Of course, there are a lot of issues to consider when conducting an experiment, but these are the basic principles.
These concepts should not be confused with predictor and outcome variables .
1. gatorade and improved athletic performance.
A sports medicine researcher has been hired by Gatorade to test the effects of its sports drink on athletic performance. The company wants to claim that when an athlete drinks Gatorade, their performance will improve.
If they can back up that claim with hard scientific data, that would be great for sales.
So, the researcher goes to a nearby university and randomly selects both male and female athletes from several sports: track and field, volleyball, basketball, and football. Each athlete will run on a treadmill for one hour while their heart rate is tracked.
All of the athletes are given the exact same amount of liquid to consume 30-minutes before and during their run. Half are given Gatorade, and the other half are given water, but no one knows what they are given because both liquids have been colored.
In this example, the independent variable is Gatorade, and the dependent variable is heart rate.
A hospital is investigating the effectiveness of a new type of chemotherapy on cancer. The researchers identified 120 patients with relatively similar types of cancerous tumors in both size and stage of progression.
The patients are randomly assigned to one of three groups: one group receives no chemotherapy, one group receives a low dose of chemotherapy, and one group receives a high dose of chemotherapy.
Each group receives chemotherapy treatment three times a week for two months, except for the no-treatment group. At the end of two months, the doctors measure the size of each patient’s tumor.
In this study, despite the ethical issues (remember this is just a hypothetical example), the independent variable is chemotherapy, and the dependent variable is tumor size.
A well-known fast-food corporation wants to know if the color of the interior of their restaurants will affect how fast people eat. Of course, they would prefer that consumers enter and exit quickly to increase sales volume and profit.
So, they rent space in a large shopping mall and create three different simulated restaurant interiors of different colors. One room is painted mostly white with red trim and seats; one room is painted mostly white with blue trim and seats; and one room is painted mostly white with off-white trim and seats.
Next, they randomly select shoppers on Saturdays and Sundays to eat for free in one of the three rooms. Each shopper is given a box of the same food and drink items and sent to one of the rooms. The researchers record how much time elapses from the moment they enter the room to the moment they leave.
The independent variable is the color of the room, and the dependent variable is the amount of time spent in the room eating.
A large multinational cosmetics company wants to know if the color of a woman’s hair affects the level of perceived attractiveness in males. So, they use Photoshop to manipulate the same image of a female by altering the color of her hair: blonde, brunette, red, and brown.
Next, they randomly select university males to enter their testing facilities. Each participant sits in front of a computer screen and responds to questions on a survey. At the end of the survey, the screen shows one of the photos of the female.
At the same time, software on the computer that utilizes the computer’s camera is measuring each male’s pupil dilation. The researchers believe that larger dilation indicates greater perceived attractiveness.
The independent variable is hair color, and the dependent variable is pupil dilation.
After many claims that listening to Mozart will make you smarter, a group of education specialists decides to put it to the test. So, first, they go to a nearby school in a middle-class neighborhood.
During the first three months of the academic year, they randomly select some 5th-grade classrooms to listen to Mozart during their lessons and exams. Other 5 th grade classrooms will not listen to any music during their lessons and exams.
The researchers then compare the scores of the exams between the two groups of classrooms.
Although there are a lot of obvious limitations to this hypothetical, it is the first step.
The independent variable is Mozart, and the dependent variable is exam scores.
A company that specializes in essential oils wants to examine the effects of lavender on sleep quality. They hire a sleep research lab to conduct the study. The researchers at the lab have their usual test volunteers sleep in individual rooms every night for one week.
The conditions of each room are all exactly the same, except that half of the rooms have lavender released into the rooms and half do not. While the study participants are sleeping, their heart rates and amount of time spent in deep sleep are recorded with high-tech equipment.
At the end of the study, the researchers compare the total amount of time spent in deep sleep of the lavender-room participants with the no lavender-room participants.
The independent variable in this sleep study is lavender, and the dependent variable is the total amount of time spent in deep sleep.
A group of teachers is interested in which teaching method will work best for developing critical thinking skills.
So, they train a group of teachers in three different teaching styles : teacher-centered, where the teacher tells the students all about critical thinking; student-centered, where the students practice critical thinking and receive teacher feedback; and AI-assisted teaching, where the teacher uses a special software program to teach critical thinking.
At the end of three months, all the students take the same test that assesses critical thinking skills. The teachers then compare the scores of each of the three groups of students.
The independent variable is the teaching method, and the dependent variable is performance on the critical thinking test.
A chemicals company has developed three different versions of their concrete mix. Each version contains a different blend of specially developed chemicals. The company wants to know which version is the strongest.
So, they create three bridge molds that are identical in every way. They fill each mold with one of the different concrete mixtures. Next, they test the strength of each bridge by placing progressively more weight on its center until the bridge collapses.
In this study, the independent variable is the concrete mixture, and the dependent variable is the amount of weight at collapse.
People in the pizza business know that the crust is key. Many companies, large and small, will keep their recipe a top secret. Before rolling out a new type of crust, the company decides to conduct some research on consumer preferences.
The company has prepared three versions of their crust that vary in crunchiness, they are: a little crunchy, very crunchy, and super crunchy. They already have a pool of consumers that fit their customer profile and they often use them for testing.
Each participant sits in a booth and takes a bite of one version of the crust. They then indicate how much they liked it by pressing one of 5 buttons: didn’t like at all, liked, somewhat liked, liked very much, loved it.
The independent variable is the level of crust crunchiness, and the dependent variable is how much it was liked.
A large food company is considering entering the health and nutrition sector. Their R&D food scientists have developed a protein supplement that is designed to help build muscle mass for people that work out regularly.
The company approaches several gyms near its headquarters. They enlist the cooperation of over 120 gym rats that work out 5 days a week. Their muscle mass is measured, and only those with a lower level are selected for the study, leaving a total of 80 study participants.
They randomly assign half of the participants to take the recommended dosage of their supplement every day for three months after each workout. The other half takes the same amount of something that looks the same but actually does nothing to the body.
At the end of three months, the muscle mass of all participants is measured.
The independent variable is the supplement, and the dependent variable is muscle mass.
In the early days of airbags , automobile companies conducted a great deal of testing. At first, many people in the industry didn’t think airbags would be effective at all. Fortunately, there was a way to test this theory objectively.
In a representative example: Several crash cars were outfitted with an airbag, and an equal number were not. All crash cars were of the same make, year, and model. Then the crash experts rammed each car into a crash wall at the same speed. Sensors on the crash dummy skulls allowed for a scientific analysis of how much damage a human skull would incur.
The amount of skull damage of dummies in cars with airbags was then compared with those without airbags.
The independent variable was the airbag and the dependent variable was the amount of skull damage.
Some people take vitamins every day. A group of health scientists decides to conduct a study to determine if taking vitamins improves health.
They randomly select 1,000 people that are relatively similar in terms of their physical health. The key word here is “similar.”
Because the scientists have an unlimited budget (and because this is a hypothetical example, all of the participants have the same meals delivered to their homes (breakfast, lunch, and dinner), every day for one year.
In addition, the scientists randomly assign half of the participants to take a set of vitamins, supplied by the researchers every day for 1 year. The other half do not take the vitamins.
At the end of one year, the health of all participants is assessed, using blood pressure and cholesterol level as the key measurements.
In this highly unrealistic study, the independent variable is vitamins, and the dependent variable is health, as measured by blood pressure and cholesterol levels.
Does practicing meditation reduce stress? If you have ever wondered if this is true or not, then you are in luck because there is a way to know one way or the other.
All we have to do is find 90 people that are similar in age, stress levels, diet and exercise, and as many other factors as we can think of.
Next, we randomly assign each person to either practice meditation every day, three days a week, or not at all. After three months, we measure the stress levels of each person and compare the groups.
How should we measure stress? Well, there are a lot of ways. We could measure blood pressure, or the amount of the stress hormone cortisol in their blood, or by using a paper and pencil measure such as a questionnaire that asks them how much stress they feel.
In this study, the independent variable is meditation and the dependent variable is the amount of stress (however it is measured).
When video games started to become increasingly graphic, it was a huge concern in many countries in the world. Educators, social scientists, and parents were shocked at how graphic games were becoming.
Since then, there have been hundreds of studies conducted by psychologists and other researchers. A lot of those studies used an experimental design that involved males of various ages randomly assigned to play a graphic or non-graphic video game.
Afterward, their level of aggression was measured via a wide range of methods, including direct observations of their behavior, their actions when given the opportunity to be aggressive, or a variety of other measures.
So many studies have used so many different ways of measuring aggression.
In these experimental studies, the independent variable was graphic video games, and the dependent variable was observed level of aggression.
Car pollution is a concern for a lot of reasons. In addition to being bad for the environment, car exhaust may cause damage to the brain and impair cognitive performance.
One way to examine this possibility would be to conduct an animal study. The research would look something like this: laboratory rats would be raised in three different rooms that varied in the degree of car exhaust circulating in the room: no exhaust, little exhaust, or a lot of exhaust.
After a certain period of time, perhaps several months, the effects on cognitive performance could be measured.
One common way of assessing cognitive performance in laboratory rats is by measuring the amount of time it takes to run a maze successfully. It would also be possible to examine the physical effects of car exhaust on the brain by conducting an autopsy.
In this animal study, the independent variable would be car exhaust and the dependent variable would be amount of time to run a maze.
Read Next: Extraneous Variables Examples
The experiment is an incredibly valuable way to answer scientific questions regarding the cause and effect of certain variables. By manipulating the level of an independent variable and observing corresponding changes in a dependent variable, scientists can gain an understanding of many phenomena.
For example, scientists can learn if graphic video games make people more aggressive, if mediation reduces stress, if Gatorade improves athletic performance, and even if certain medical treatments can cure cancer.
The determination of causality is the key benefit of manipulating the independent variable and them observing changes in the dependent variable. Other research methodologies can reveal factors that are related to the dependent variable or associated with the dependent variable, but only when the independent variable is controlled by the researcher can causality be determined.
Ferguson, C. J. (2010). Blazing Angels or Resident Evil? Can graphic video games be a force for good? Review of General Psychology, 14 (2), 68-81. https://doi.org/10.1037/a0018941
Flannelly, L. T., Flannelly, K. J., & Jankowski, K. R. (2014). Independent, dependent, and other variables in healthcare and chaplaincy research. Journal of Health Care Chaplaincy , 20 (4), 161–170. https://doi.org/10.1080/08854726.2014.959374
Manocha, R., Black, D., Sarris, J., & Stough, C.(2011). A randomized, controlled trial of meditation for work stress, anxiety and depressed mood in full-time workers. Evidence-Based Complementary and Alternative Medicine , vol. 2011, Article ID 960583. https://doi.org/10.1155/2011/960583
Rumrill, P. D., Jr. (2004). Non-manipulation quantitative designs. Work (Reading, Mass.) , 22 (3), 255–260.
Taylor, J. M., & Rowe, B. J. (2012). The “Mozart Effect” and the mathematical connection, Journal of College Reading and Learning, 42 (2), 51-66. https://doi.org/10.1080/10790195.2012.10850354
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What is a variable, what are the 5 types of variables in research, other variables in research.
Variables are fundamental components of research that allow for the measurement and analysis of data. They can be defined as characteristics or properties that can take on different values. In research design , understanding the types of variables and their roles is crucial for developing hypotheses , designing methods , and interpreting results .
This article outlines the the types of variables in research, including their definitions and examples, to provide a clear understanding of their use and significance in research studies. By categorizing variables into distinct groups based on their roles in research, their types of data, and their relationships with other variables, researchers can more effectively structure their studies and achieve more accurate conclusions.
A variable represents any characteristic, number, or quantity that can be measured or quantified. The term encompasses anything that can vary or change, ranging from simple concepts like age and height to more complex ones like satisfaction levels or economic status. Variables are essential in research as they are the foundational elements that researchers manipulate, measure, or control to gain insights into relationships, causes, and effects within their studies. They enable the framing of research questions, the formulation of hypotheses, and the interpretation of results.
Variables can be categorized based on their role in the study (such as independent and dependent variables ), the type of data they represent (quantitative or categorical), and their relationship to other variables (like confounding or control variables). Understanding what constitutes a variable and the various variable types available is a critical step in designing robust and meaningful research.
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Variables are crucial components in research, serving as the foundation for data collection , analysis , and interpretation . They are attributes or characteristics that can vary among subjects or over time, and understanding their types is essential for any study. Variables can be broadly classified into five main types, each with its distinct characteristics and roles within research.
This classification helps researchers in designing their studies, choosing appropriate measurement techniques, and analyzing their results accurately. The five types of variables include independent variables, dependent variables, categorical variables, continuous variables, and confounding variables. These categories not only facilitate a clearer understanding of the data but also guide the formulation of hypotheses and research methodologies.
Independent variables are foundational to the structure of research, serving as the factors or conditions that researchers manipulate or vary to observe their effects on dependent variables. These variables are considered "independent" because their variation does not depend on other variables within the study. Instead, they are the cause or stimulus that directly influences the outcomes being measured. For example, in an experiment to assess the effectiveness of a new teaching method on student performance, the teaching method applied (traditional vs. innovative) would be the independent variable.
The selection of an independent variable is a critical step in research design, as it directly correlates with the study's objective to determine causality or association. Researchers must clearly define and control these variables to ensure that observed changes in the dependent variable can be attributed to variations in the independent variable, thereby affirming the reliability of the results. In experimental research, the independent variable is what differentiates the control group from the experimental group, thereby setting the stage for meaningful comparison and analysis.
Dependent variables are the outcomes or effects that researchers aim to explore and understand in their studies. These variables are called "dependent" because their values depend on the changes or variations of the independent variables.
Essentially, they are the responses or results that are measured to assess the impact of the independent variable's manipulation. For instance, in a study investigating the effect of exercise on weight loss, the amount of weight lost would be considered the dependent variable, as it depends on the exercise regimen (the independent variable).
The identification and measurement of the dependent variable are crucial for testing the hypothesis and drawing conclusions from the research. It allows researchers to quantify the effect of the independent variable , providing evidence for causal relationships or associations. In experimental settings, the dependent variable is what is being tested and measured across different groups or conditions, enabling researchers to assess the efficacy or impact of the independent variable's variation.
To ensure accuracy and reliability, the dependent variable must be defined clearly and measured consistently across all participants or observations. This consistency helps in reducing measurement errors and increases the validity of the research findings. By carefully analyzing the dependent variables, researchers can derive meaningful insights from their studies, contributing to the broader knowledge in their field.
Categorical variables, also known as qualitative variables, represent types or categories that are used to group observations. These variables divide data into distinct groups or categories that lack a numerical value but hold significant meaning in research. Examples of categorical variables include gender (male, female, other), type of vehicle (car, truck, motorcycle), or marital status (single, married, divorced). These categories help researchers organize data into groups for comparison and analysis.
Categorical variables can be further classified into two subtypes: nominal and ordinal. Nominal variables are categories without any inherent order or ranking among them, such as blood type or ethnicity. Ordinal variables, on the other hand, imply a sort of ranking or order among the categories, like levels of satisfaction (high, medium, low) or education level (high school, bachelor's, master's, doctorate).
Understanding and identifying categorical variables is crucial in research as it influences the choice of statistical analysis methods. Since these variables represent categories without numerical significance, researchers employ specific statistical tests designed for a nominal or ordinal variable to draw meaningful conclusions. Properly classifying and analyzing categorical variables allow for the exploration of relationships between different groups within the study, shedding light on patterns and trends that might not be evident with numerical data alone.
Continuous variables are quantitative variables that can take an infinite number of values within a given range. These variables are measured along a continuum and can represent very precise measurements. Examples of continuous variables include height, weight, temperature, and time. Because they can assume any value within a range, continuous variables allow for detailed analysis and a high degree of accuracy in research findings.
The ability to measure continuous variables at very fine scales makes them invaluable for many types of research, particularly in the natural and social sciences. For instance, in a study examining the effect of temperature on plant growth, temperature would be considered a continuous variable since it can vary across a wide spectrum and be measured to several decimal places.
When dealing with continuous variables, researchers often use methods incorporating a particular statistical test to accommodate a wide range of data points and the potential for infinite divisibility. This includes various forms of regression analysis, correlation, and other techniques suited for modeling and analyzing nuanced relationships between variables. The precision of continuous variables enhances the researcher's ability to detect patterns, trends, and causal relationships within the data, contributing to more robust and detailed conclusions.
Confounding variables are those that can cause a false association between the independent and dependent variables, potentially leading to incorrect conclusions about the relationship being studied. These are extraneous variables that were not considered in the study design but can influence both the supposed cause and effect, creating a misleading correlation.
Identifying and controlling for a confounding variable is crucial in research to ensure the validity of the findings. This can be achieved through various methods, including randomization, stratification, and statistical control. Randomization helps to evenly distribute confounding variables across study groups, reducing their potential impact. Stratification involves analyzing the data within strata or layers that share common characteristics of the confounder. Statistical control allows researchers to adjust for the effects of confounders in the analysis phase.
Properly addressing confounding variables strengthens the credibility of research outcomes by clarifying the direct relationship between the dependent and independent variables, thus providing more accurate and reliable results.
Beyond the primary categories of variables commonly discussed in research methodology , there exists a diverse range of other variables that play significant roles in the design and analysis of studies. Below is an overview of some of these variables, highlighting their definitions and roles within research studies:
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Published on 4 May 2022 by Pritha Bhandari . Revised on 17 October 2022.
In research, variables are any characteristics that can take on different values, such as height, age, temperature, or test scores.
Researchers often manipulate or measure independent and dependent variables in studies to test cause-and-effect relationships.
Your independent variable is the temperature of the room. You vary the room temperature by making it cooler for half the participants, and warmer for the other half.
What is an independent variable, types of independent variables, what is a dependent variable, identifying independent vs dependent variables, independent and dependent variables in research, visualising independent and dependent variables, frequently asked questions about independent and dependent variables.
An independent variable is the variable you manipulate or vary in an experimental study to explore its effects. It’s called ‘independent’ because it’s not influenced by any other variables in the study.
Independent variables are also called:
These terms are especially used in statistics , where you estimate the extent to which an independent variable change can explain or predict changes in the dependent variable.
There are two main types of independent variables.
In experiments, you manipulate independent variables directly to see how they affect your dependent variable. The independent variable is usually applied at different levels to see how the outcomes differ.
You can apply just two levels in order to find out if an independent variable has an effect at all.
You can also apply multiple levels to find out how the independent variable affects the dependent variable.
You have three independent variable levels, and each group gets a different level of treatment.
You randomly assign your patients to one of the three groups:
A true experiment requires you to randomly assign different levels of an independent variable to your participants.
Random assignment helps you control participant characteristics, so that they don’t affect your experimental results. This helps you to have confidence that your dependent variable results come solely from the independent variable manipulation.
Subject variables are characteristics that vary across participants, and they can’t be manipulated by researchers. For example, gender identity, ethnicity, race, income, and education are all important subject variables that social researchers treat as independent variables.
It’s not possible to randomly assign these to participants, since these are characteristics of already existing groups. Instead, you can create a research design where you compare the outcomes of groups of participants with characteristics. This is a quasi-experimental design because there’s no random assignment.
Your independent variable is a subject variable, namely the gender identity of the participants. You have three groups: men, women, and other.
Your dependent variable is the brain activity response to hearing infant cries. You record brain activity with fMRI scans when participants hear infant cries without their awareness.
A dependent variable is the variable that changes as a result of the independent variable manipulation. It’s the outcome you’re interested in measuring, and it ‘depends’ on your independent variable.
In statistics , dependent variables are also called:
The dependent variable is what you record after you’ve manipulated the independent variable. You use this measurement data to check whether and to what extent your independent variable influences the dependent variable by conducting statistical analyses.
Based on your findings, you can estimate the degree to which your independent variable variation drives changes in your dependent variable. You can also predict how much your dependent variable will change as a result of variation in the independent variable.
Distinguishing between independent and dependent variables can be tricky when designing a complex study or reading an academic paper.
A dependent variable from one study can be the independent variable in another study, so it’s important to pay attention to research design.
Here are some tips for identifying each variable type.
Use this list of questions to check whether you’re dealing with an independent variable:
Check whether you’re dealing with a dependent variable:
Independent and dependent variables are generally used in experimental and quasi-experimental research.
Here are some examples of research questions and corresponding independent and dependent variables.
Research question | Independent variable | Dependent variable(s) |
---|---|---|
Do tomatoes grow fastest under fluorescent, incandescent, or natural light? | ||
What is the effect of intermittent fasting on blood sugar levels? | ||
Is medical marijuana effective for pain reduction in people with chronic pain? | ||
To what extent does remote working increase job satisfaction? |
For experimental data, you analyse your results by generating descriptive statistics and visualising your findings. Then, you select an appropriate statistical test to test your hypothesis .
The type of test is determined by:
You’ll often use t tests or ANOVAs to analyse your data and answer your research questions.
In quantitative research , it’s good practice to use charts or graphs to visualise the results of studies. Generally, the independent variable goes on the x -axis (horizontal) and the dependent variable on the y -axis (vertical).
The type of visualisation you use depends on the variable types in your research questions:
To inspect your data, you place your independent variable of treatment level on the x -axis and the dependent variable of blood pressure on the y -axis.
You plot bars for each treatment group before and after the treatment to show the difference in blood pressure.
An independent variable is the variable you manipulate, control, or vary in an experimental study to explore its effects. It’s called ‘independent’ because it’s not influenced by any other variables in the study.
A dependent variable is what changes as a result of the independent variable manipulation in experiments . It’s what you’re interested in measuring, and it ‘depends’ on your independent variable.
In statistics, dependent variables are also called:
Determining cause and effect is one of the most important parts of scientific research. It’s essential to know which is the cause – the independent variable – and which is the effect – the dependent variable.
You want to find out how blood sugar levels are affected by drinking diet cola and regular cola, so you conduct an experiment .
Yes, but including more than one of either type requires multiple research questions .
For example, if you are interested in the effect of a diet on health, you can use multiple measures of health: blood sugar, blood pressure, weight, pulse, and many more. Each of these is its own dependent variable with its own research question.
You could also choose to look at the effect of exercise levels as well as diet, or even the additional effect of the two combined. Each of these is a separate independent variable .
To ensure the internal validity of an experiment , you should only change one independent variable at a time.
No. The value of a dependent variable depends on an independent variable, so a variable cannot be both independent and dependent at the same time. It must be either the cause or the effect, not both.
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This guide discusses how to identify independent and dependent variables effectively and incorporate their description within the body of a research paper.
A variable can be anything you might aim to measure in your study, whether in the form of numerical data or reflecting complex phenomena such as feelings or reactions. Dependent variables change due to the other factors measured, especially if a study employs an experimental or semi-experimental design. Independent variables are stable: they are both presumed causes and conditions in the environment or milieu being manipulated.
Even though the definitions of the terms independent and dependent variables may appear to be clear, in the process of analyzing data resulting from actual research, identifying the variables properly might be challenging. Here is a simple rule that you can apply at all times: the independent variable is what a researcher changes, whereas the dependent variable is affected by these changes. To illustrate the difference, a number of examples are provided below.
Confusion is possible in identifying independent and dependent variables in the social sciences. When considering psychological phenomena and human behavior, it can be difficult to distinguish between cause and effect. For example, the purpose of Study 3 is to establish how tactics for coping with stress are linked to the level of stress-resilience in college students. Even though it is feasible to speculate that these variables are interdependent, the following factors should be taken into account in order to clearly define which variable is dependent and which is interdependent.
Usually, the variables are first described in the introduction of a research paper and then in the method section. No strict guidelines for approaching the subject exist; however, academic writing demands that the researcher make clear and concise statements. It is only reasonable not to leave readers guessing which of the variables is dependent and which is independent. The description should reflect the literature review, where both types of variables are identified in the context of the previous research. For instance, in the case of Study 3, a researcher would have to provide an explanation as to the meaning of stress resilience and coping tactics.
In properly organizing a research paper, it is essential to outline and operationalize the appropriate independent and dependent variables. Moreover, the paper should differentiate clearly between independent and dependent variables. Finding the dependent variable is typically the objective of a study, whereas independent variables reflect influencing factors that can be manipulated. Distinguishing between the two types of variables in social sciences may be somewhat challenging as it can be easy to confuse cause with effect. Academic format calls for the author to mention the variables in the introduction and then provide a detailed description in the method section.
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Educational resources and simple solutions for your research journey
A variable is an important element of research. It is a characteristic, number, or quantity of any category that can be measured or counted and whose value may change with time or other parameters.
Variables are defined in different ways in different fields. For instance, in mathematics, a variable is an alphabetic character that expresses a numerical value. In algebra, a variable represents an unknown entity, mostly denoted by a, b, c, x, y, z, etc. In statistics, variables represent real-world conditions or factors. Despite the differences in definitions, in all fields, variables represent the entity that changes and help us understand how one factor may or may not influence another factor.
Variables in research and statistics are of different types—independent, dependent, quantitative (discrete or continuous), qualitative (nominal/categorical, ordinal), intervening, moderating, extraneous, confounding, control, and composite. In this article we compare the first two types— independent vs dependent variables .
Table of Contents
Researchers conduct experiments to understand the cause-and-effect relationships between various entities. In such experiments, the entities whose values change are called variables. These variables describe the relationships among various factors and help in drawing conclusions in experiments. They help in understanding how some factors influence others. Some examples of variables include age, gender, race, income, weight, etc.
As mentioned earlier, different types of variables are used in research. Of these, we will compare the most common types— independent vs dependent variables . The independent variable is the cause and the dependent variable is the effect, that is, independent variables influence dependent variables. In research, a dependent variable is the outcome of interest of the study and the independent variable is the factor that may influence the outcome. Let’s explain this with an independent and dependent variable example : In a study to analyze the effect of antibiotic use on microbial resistance, antibiotic use is the independent variable and microbial resistance is the dependent variable because antibiotic use affects microbial resistance.( 1)
Here is a list of the important characteristics of independent variables .( 2,3)
Independent variables in research are of the following two types:( 4)
Quantitative independent variables differ in amounts or scales. They are numeric and answer questions like “how many” or “how often.”
Here are a few quantitative independent variables examples :
Qualitative independent variables are non-numerical variables.
A few qualitative independent variables examples are listed below:
A quantitative variable is represented by actual amounts and a qualitative variable by categories or groups.
Here are a few characteristics of dependent variables: ( 3)
Here are a few dependent variable examples :
Dependent variables are of two types:( 5)
These variables can take on any value within a given range and are measured on a continuous scale, for example, weight, height, temperature, time, distance, etc.
These variables are divided into distinct categories. They are not measured on a continuous scale so only a limited number of values are possible, for example, gender, race, etc.
The following table compares independent vs dependent variables .
How to identify | Manipulated or controlled | Observed or measured |
Purpose | Cause or predictor variable | Outcome or response variable |
Relationship | Independent of other variables | Influenced by the independent variable |
Control | Manipulated or assigned by researcher | Measured or observed during experiments |
Listed below are a few examples of research questions from various disciplines and their corresponding independent and dependent variables.( 6)
Genetics | What is the relationship between genetics and susceptibility to diseases? | genetic factors | susceptibility to diseases |
History | How do historical events influence national identity? | historical events | national identity |
Political science | What is the effect of political campaign advertisements on voter behavior? | political campaign advertisements | voter behavior |
Sociology | How does social media influence cultural awareness? | social media exposure | cultural awareness |
Economics | What is the impact of economic policies on unemployment rates? | economic policies | unemployment rates |
Literature | How does literary criticism affect book sales? | literary criticism | book sales |
Geology | How do a region’s geological features influence the magnitude of earthquakes? | geological features | earthquake magnitudes |
Environment | How do changes in climate affect wildlife migration patterns? | climate changes | wildlife migration patterns |
Gender studies | What is the effect of gender bias in the workplace on job satisfaction? | gender bias | job satisfaction |
Film studies | What is the relationship between cinematographic techniques and viewer engagement? | cinematographic techniques | viewer engagement |
Archaeology | How does archaeological tourism affect local communities? | archaeological techniques | local community development |
Experiments usually have at least two variables—independent and dependent. The independent variable is the entity that is being tested and the dependent variable is the result. Classifying independent and dependent variables as discrete and continuous can help in determining the type of analysis that is appropriate in any given research experiment, as shown in the table below. ( 7)
Chi-Square | t-test | ||
Logistic regression | ANOVA | ||
Phi | Regression | ||
Cramer’s V | Point-biserial correlation | ||
Logistic regression | Regression | ||
Point-biserial correlation | Correlation |
Here are some more research questions and their corresponding independent and dependent variables. ( 6)
What is the impact of online learning platforms on academic performance? | type of learning | academic performance |
What is the association between exercise frequency and mental health? | exercise frequency | mental health |
How does smartphone use affect productivity? | smartphone use | productivity levels |
Does family structure influence adolescent behavior? | family structure | adolescent behavior |
What is the impact of nonverbal communication on job interviews? | nonverbal communication | job interviews |
In addition to all the characteristics of independent and dependent variables listed previously, here are few simple steps to identify the variable types in a research question.( 8)
Let’s try out these steps with an example.
A researcher wants to conduct a study to see if his new weight loss medication performs better than two bestseller alternatives. He wants to randomly select 20 subjects from Richmond, Virginia, aged 20 to 30 years and weighing above 60 pounds. Each subject will be randomly assigned to three treatment groups.
To identify the independent and dependent variables, we convert this paragraph into a question, as follows: Does the new medication perform better than the alternatives? Here, the medications are the independent variable and their performances or effect on the individuals are the dependent variable.
Data visualization is the graphical representation of information by using charts, graphs, and maps. Visualizations help in making data more understandable by making it easier to compare elements, identify trends and relationships (among variables), among other functions.
Bar graphs, pie charts, and scatter plots are the best methods to graphically represent variables. While pie charts and bar graphs are suitable for depicting categorical data, scatter plots are appropriate for quantitative data. The independent variable is usually placed on the X-axis and the dependent variable on the Y-axis.
Figure 1 is a scatter plot that depicts the relationship between the number of household members and their monthly grocery expenses. 9 The number of household members is the independent variable and the expenses the dependent variable. The graph shows that as the number of members increases the expenditure also increases.
Let’s summarize the key takeaways about independent vs dependent variables from this article:
The following table lists the different types of variables used in research.( 10)
Categorical | Measures a construct that has different categories | gender, race, religious affiliation, political affiliation |
Quantitative | Measures constructs that vary by degree of the amount | weight, height, age, intelligence scores |
Independent (IV) | Measures constructs considered to be the cause | Higher education (IV) leads to higher income (DV) |
Dependent (DV) | Measures constructs that are considered the effect | Exercise (IV) will reduce anxiety levels (DV) |
Intervening or mediating (MV) | Measures constructs that intervene or stand in between the cause and effect | Incarcerated individuals are more likely to have psychiatric disorder (MV), which leads to disability in social roles |
Confounding (CV) | “Rival explanations” that explain the cause-and-effect relationship | Age (CV) explains the relationship between increased shoe size and increase in intelligence in children |
Control variable | Extraneous variables whose influence can be controlled or eliminated | Demographic data such as gender, socioeconomic status, age |
2. Why is it important to differentiate between independent vs dependent variables ?
Differentiating between independent vs dependent variables is important to ensure the correct application in your own research and also the correct understanding of other studies. An incorrectly framed research question can lead to confusion and inaccurate results. An easy way to differentiate is to identify the cause and effect.
3. How are independent and dependent variables used in non-experimental research?
So far in this article we talked about variables in relation to experimental research, wherein variables are manipulated or measured to test a hypothesis, that is, to observe the effect on dependent variables. Let’s examine non-experimental research and how variable are used. 11 In non-experimental research, variables are not manipulated but are observed in their natural state. Researchers do not have control over the variables and cannot manipulate them based on their research requirements. For example, a study examining the relationship between income and education level would not manipulate either variable. Instead, the researcher would observe and measure the levels of each variable in the sample population. The level of control researchers have is the major difference between experimental and non-experimental research. Another difference is the causal relationship between the variables. In non-experimental research, it is not possible to establish a causal relationship because other variables may be influencing the outcome.
4. Are there any advantages and disadvantages of using independent vs dependent variables ?
Here are a few advantages and disadvantages of both independent and dependent variables.( 12)
Advantages:
Disadvantages:
We hope this article has provided you with an insight into the use and importance of independent vs dependent variables , which can help you effectively use variables in your next research study.
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Table of contents, introduction.
In writing your thesis, one of the first terms that you encounter is the word variable. Failure to understand the meaning and the usefulness of variables in your study will prevent you from doing excellent research. What are variables, and how do you use variables in your research?
I explain this key research concept below with lots of examples of variables commonly used in a study.
You may find it challenging to understand just what variables are in research, especially those that deal with quantitative data analysis. This initial difficulty about variables becomes much more confusing when you encounter the phrases “dependent variable” and “independent variable” as you go deeper in studying this vital concept of research, as well as statistics.
Therefore, it is a must that you should be able to grasp thoroughly the meaning of variables and ways on how to measure them. Yes, the variables should be measurable so that you will use your data for statistical analysis.
I will strengthen your understanding by providing examples of phenomena and their corresponding variables below.
Variables are those simplified portions of the complex phenomena that you intend to study. The word variable is derived from the root word “vary,” meaning, changing in amount, volume, number, form, nature, or type. These variables should be measurable, i.e., they can be counted or subjected to a scale.
The following are examples of phenomena from a global to a local perspective. The corresponding list of variables is given to illustrate how complex phenomena can be broken down into manageable pieces for better understanding and to subject the phenomena to research.
Examples of variables related to climate change :
Phenomenon 3: poor performance of students in college entrance exams.
Examples of variables related to poor academic performance :
Examples of variables related to fish kill :
Examples of variables related to poor crop growth :
Notice in the above variable examples that all the factors listed under the phenomena can be counted or measured using an ordinal, ratio, or interval scale, except for the last one. The factors that influence how content goes viral are essentially subjective.
Thus, the variables in the last phenomenon represent the nominal scale of measuring variables .
The expected values derived from these variables will be in terms of numbers, amount, category, or type. Quantified variables allow statistical analysis . Variable descriptions, correlations, or differences are then determined.
Independent variables.
For example, in the second phenomenon, i.e., crime and violence in the streets, the independent variables are the number of law enforcers. If there are more law enforcers, it is expected that it will reduce the following:
The five variables listed under crime and violence in the streets as the theme of a study are all dependent variables.
For example, in the first phenomenon on climate change, temperature as the independent variable influences sea level rise, the dependent variable. Increased temperature will cause the expansion of water in the sea. Thus, sea-level rise on a global scale will occur.
I will leave the classification of the other variables to you. Find out whether those are independent or dependent variables. Note, however, that some variables can be both independent or dependent variables, as the context of the study dictates.
How will you know that one variable may cause the other to behave in a certain way?
Finding the relationship between variables requires a thorough review of the literature . Through a review of the relevant and reliable literature, you will find out which variables influence the other variable. You do not just guess relationships between variables. The entire process is the essence of research.
At this point, I believe that the concept of the variable is now clear to you. Share this information with your peers, who may have difficulty in understanding what the variables are in research.
How to choose between a focus group, survey or interview: 10 nice tips, statistical analysis: how to choose a statistical test, data analytics by google: 4 important tips for webmasters and bloggers, about the author, patrick regoniel, 128 comments.
Your question is unclear to me Biyaminu. What do you mean? If you want to cite this, see the citation box after the article.
I salute your work, before I was have no enough knowledge about variable I think I was claimed from my lecturers, but the real meaning I was in the mid night. thanks
thanks for the explanation a bout variables. keep on posting information a bout reseach on my email.
You can see in the last part of the above article an explanation about dependent and independent variables.
I am requested to write 50 variables in my research as per my topic which is about street vending. I am really clueless.
Dear Alhaji, just be clear about what you want to do. Your research question must be clearly stated before you build your conceptual framework.
Can you please give me what are the possible variables in terms of installation of street lights along barangay roads of calauan, laguna: an assessment?
The title summarizes the main idea or ideas of your study. A good title contains the fewest possible words needed to adequately describe the content and/or purpose of your research paper.
The title is the part of a paper that is read the most, and it is usually read first . It is, therefore, the most important element that defines the research study. With this in mind, avoid the following when creating a title:
Appiah, Kingsley Richard et al. “Structural Organisation of Research Article Titles: A Comparative Study of Titles of Business, Gynaecology and Law.” Advances in Language and Literary Studies 10 (2019); Hartley James. “To Attract or to Inform: What are Titles for?” Journal of Technical Writing and Communication 35 (2005): 203-213; Jaakkola, Maarit. “Journalistic Writing and Style.” In Oxford Research Encyclopedia of Communication . Jon F. Nussbaum, editor. (New York: Oxford University Press, 2018): https://oxfordre.com/communication.
The following parameters can be used to help you formulate a suitable research paper title:
The initial aim of a title is to capture the reader’s attention and to highlight the research problem under investigation.
Create a Working Title Typically, the final title you submit to your professor is created after the research is complete so that the title accurately captures what has been done . The working title should be developed early in the research process because it can help anchor the focus of the study in much the same way the research problem does. Referring back to the working title can help you reorient yourself back to the main purpose of the study if you find yourself drifting off on a tangent while writing. The Final Title Effective titles in research papers have several characteristics that reflect general principles of academic writing.
The Subtitle Subtitles are frequently used in social sciences research papers because it helps the reader understand the scope of the study in relation to how it was designed to address the research problem. Think about what type of subtitle listed below reflects the overall approach to your study and whether you believe a subtitle is needed to emphasize the investigative parameters of your research.
1. Explains or provides additional context , e.g., "Linguistic Ethnography and the Study of Welfare Institutions as a Flow of Social Practices: The Case of Residential Child Care Institutions as Paradoxical Institutions." [Palomares, Manuel and David Poveda. Text & Talk: An Interdisciplinary Journal of Language, Discourse and Communication Studies 30 (January 2010): 193-212]
2. Adds substance to a literary, provocative, or imaginative title or quote , e.g., "Listen to What I Say, Not How I Vote": Congressional Support for the President in Washington and at Home." [Grose, Christian R. and Keesha M. Middlemass. Social Science Quarterly 91 (March 2010): 143-167]
3. Qualifies the geographic scope of the research , e.g., "The Geopolitics of the Eastern Border of the European Union: The Case of Romania-Moldova-Ukraine." [Marcu, Silvia. Geopolitics 14 (August 2009): 409-432]
4. Qualifies the temporal scope of the research , e.g., "A Comparison of the Progressive Era and the Depression Years: Societal Influences on Predictions of the Future of the Library, 1895-1940." [Grossman, Hal B. Libraries & the Cultural Record 46 (2011): 102-128]
5. Focuses on investigating the ideas, theories, or work of a particular individual , e.g., "A Deliberative Conception of Politics: How Francesco Saverio Merlino Related Anarchy and Democracy." [La Torre, Massimo. Sociologia del Diritto 28 (January 2001): 75 - 98]
6. Identifies the methodology used , e.g. "Student Activism of the 1960s Revisited: A Multivariate Analysis Research Note." [Aron, William S. Social Forces 52 (March 1974): 408-414]
7. Defines the overarching technique for analyzing the research problem , e.g., "Explaining Territorial Change in Federal Democracies: A Comparative Historical Institutionalist Approach." [ Tillin, Louise. Political Studies 63 (August 2015): 626-641.
With these examples in mind, think about what type of subtitle reflects the overall approach to your study. This will help the reader understand the scope of the study in relation to how it was designed to address the research problem.
Anstey, A. “Writing Style: What's in a Title?” British Journal of Dermatology 170 (May 2014): 1003-1004; Balch, Tucker. How to Compose a Title for Your Research Paper. Augmented Trader blog. School of Interactive Computing, Georgia Tech University; Bavdekar, Sandeep B. “Formulating the Right Title for a Research Article.” Journal of Association of Physicians of India 64 (February 2016); Choosing the Proper Research Paper Titles. AplusReports.com, 2007-2012; Eva, Kevin W. “Titles, Abstracts, and Authors.” In How to Write a Paper . George M. Hall, editor. 5th edition. (Oxford: John Wiley and Sons, 2013), pp. 33-41; Hartley James. “To Attract or to Inform: What are Titles for?” Journal of Technical Writing and Communication 35 (2005): 203-213; General Format. The Writing Lab and The OWL. Purdue University; Kerkut G.A. “Choosing a Title for a Paper.” Comparative Biochemistry and Physiology Part A: Physiology 74 (1983): 1; “Tempting Titles.” In Stylish Academic Writing . Helen Sword, editor. (Cambridge, MA: Harvard University Press, 2012), pp. 63-75; Nundy, Samiran, et al. “How to Choose a Title?” In How to Practice Academic Medicine and Publish from Developing Countries? A Practical Guide . Edited by Samiran Nundy, Atul Kakar, and Zulfiqar A. Bhutta. (Springer Singapore, 2022), pp. 185-192.
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Edward barroga.
1 Department of General Education, Graduate School of Nursing Science, St. Luke’s International University, Tokyo, Japan.
2 Department of Biological Sciences, Messiah University, Mechanicsburg, PA, USA.
The development of research questions and the subsequent hypotheses are prerequisites to defining the main research purpose and specific objectives of a study. Consequently, these objectives determine the study design and research outcome. The development of research questions is a process based on knowledge of current trends, cutting-edge studies, and technological advances in the research field. Excellent research questions are focused and require a comprehensive literature search and in-depth understanding of the problem being investigated. Initially, research questions may be written as descriptive questions which could be developed into inferential questions. These questions must be specific and concise to provide a clear foundation for developing hypotheses. Hypotheses are more formal predictions about the research outcomes. These specify the possible results that may or may not be expected regarding the relationship between groups. Thus, research questions and hypotheses clarify the main purpose and specific objectives of the study, which in turn dictate the design of the study, its direction, and outcome. Studies developed from good research questions and hypotheses will have trustworthy outcomes with wide-ranging social and health implications.
Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses. 1 , 2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results. 3 , 4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the inception of novel studies and the ethical testing of ideas. 5 , 6
It is crucial to have knowledge of both quantitative and qualitative research 2 as both types of research involve writing research questions and hypotheses. 7 However, these crucial elements of research are sometimes overlooked; if not overlooked, then framed without the forethought and meticulous attention it needs. Planning and careful consideration are needed when developing quantitative or qualitative research, particularly when conceptualizing research questions and hypotheses. 4
There is a continuing need to support researchers in the creation of innovative research questions and hypotheses, as well as for journal articles that carefully review these elements. 1 When research questions and hypotheses are not carefully thought of, unethical studies and poor outcomes usually ensue. Carefully formulated research questions and hypotheses define well-founded objectives, which in turn determine the appropriate design, course, and outcome of the study. This article then aims to discuss in detail the various aspects of crafting research questions and hypotheses, with the goal of guiding researchers as they develop their own. Examples from the authors and peer-reviewed scientific articles in the healthcare field are provided to illustrate key points.
A research question is what a study aims to answer after data analysis and interpretation. The answer is written in length in the discussion section of the paper. Thus, the research question gives a preview of the different parts and variables of the study meant to address the problem posed in the research question. 1 An excellent research question clarifies the research writing while facilitating understanding of the research topic, objective, scope, and limitations of the study. 5
On the other hand, a research hypothesis is an educated statement of an expected outcome. This statement is based on background research and current knowledge. 8 , 9 The research hypothesis makes a specific prediction about a new phenomenon 10 or a formal statement on the expected relationship between an independent variable and a dependent variable. 3 , 11 It provides a tentative answer to the research question to be tested or explored. 4
Hypotheses employ reasoning to predict a theory-based outcome. 10 These can also be developed from theories by focusing on components of theories that have not yet been observed. 10 The validity of hypotheses is often based on the testability of the prediction made in a reproducible experiment. 8
Conversely, hypotheses can also be rephrased as research questions. Several hypotheses based on existing theories and knowledge may be needed to answer a research question. Developing ethical research questions and hypotheses creates a research design that has logical relationships among variables. These relationships serve as a solid foundation for the conduct of the study. 4 , 11 Haphazardly constructed research questions can result in poorly formulated hypotheses and improper study designs, leading to unreliable results. Thus, the formulations of relevant research questions and verifiable hypotheses are crucial when beginning research. 12
Excellent research questions are specific and focused. These integrate collective data and observations to confirm or refute the subsequent hypotheses. Well-constructed hypotheses are based on previous reports and verify the research context. These are realistic, in-depth, sufficiently complex, and reproducible. More importantly, these hypotheses can be addressed and tested. 13
There are several characteristics of well-developed hypotheses. Good hypotheses are 1) empirically testable 7 , 10 , 11 , 13 ; 2) backed by preliminary evidence 9 ; 3) testable by ethical research 7 , 9 ; 4) based on original ideas 9 ; 5) have evidenced-based logical reasoning 10 ; and 6) can be predicted. 11 Good hypotheses can infer ethical and positive implications, indicating the presence of a relationship or effect relevant to the research theme. 7 , 11 These are initially developed from a general theory and branch into specific hypotheses by deductive reasoning. In the absence of a theory to base the hypotheses, inductive reasoning based on specific observations or findings form more general hypotheses. 10
Research questions and hypotheses are developed according to the type of research, which can be broadly classified into quantitative and qualitative research. We provide a summary of the types of research questions and hypotheses under quantitative and qualitative research categories in Table 1 .
Quantitative research questions | Quantitative research hypotheses |
---|---|
Descriptive research questions | Simple hypothesis |
Comparative research questions | Complex hypothesis |
Relationship research questions | Directional hypothesis |
Non-directional hypothesis | |
Associative hypothesis | |
Causal hypothesis | |
Null hypothesis | |
Alternative hypothesis | |
Working hypothesis | |
Statistical hypothesis | |
Logical hypothesis | |
Hypothesis-testing | |
Qualitative research questions | Qualitative research hypotheses |
Contextual research questions | Hypothesis-generating |
Descriptive research questions | |
Evaluation research questions | |
Explanatory research questions | |
Exploratory research questions | |
Generative research questions | |
Ideological research questions | |
Ethnographic research questions | |
Phenomenological research questions | |
Grounded theory questions | |
Qualitative case study questions |
In quantitative research, research questions inquire about the relationships among variables being investigated and are usually framed at the start of the study. These are precise and typically linked to the subject population, dependent and independent variables, and research design. 1 Research questions may also attempt to describe the behavior of a population in relation to one or more variables, or describe the characteristics of variables to be measured ( descriptive research questions ). 1 , 5 , 14 These questions may also aim to discover differences between groups within the context of an outcome variable ( comparative research questions ), 1 , 5 , 14 or elucidate trends and interactions among variables ( relationship research questions ). 1 , 5 We provide examples of descriptive, comparative, and relationship research questions in quantitative research in Table 2 .
Quantitative research questions | |
---|---|
Descriptive research question | |
- Measures responses of subjects to variables | |
- Presents variables to measure, analyze, or assess | |
What is the proportion of resident doctors in the hospital who have mastered ultrasonography (response of subjects to a variable) as a diagnostic technique in their clinical training? | |
Comparative research question | |
- Clarifies difference between one group with outcome variable and another group without outcome variable | |
Is there a difference in the reduction of lung metastasis in osteosarcoma patients who received the vitamin D adjunctive therapy (group with outcome variable) compared with osteosarcoma patients who did not receive the vitamin D adjunctive therapy (group without outcome variable)? | |
- Compares the effects of variables | |
How does the vitamin D analogue 22-Oxacalcitriol (variable 1) mimic the antiproliferative activity of 1,25-Dihydroxyvitamin D (variable 2) in osteosarcoma cells? | |
Relationship research question | |
- Defines trends, association, relationships, or interactions between dependent variable and independent variable | |
Is there a relationship between the number of medical student suicide (dependent variable) and the level of medical student stress (independent variable) in Japan during the first wave of the COVID-19 pandemic? |
In quantitative research, hypotheses predict the expected relationships among variables. 15 Relationships among variables that can be predicted include 1) between a single dependent variable and a single independent variable ( simple hypothesis ) or 2) between two or more independent and dependent variables ( complex hypothesis ). 4 , 11 Hypotheses may also specify the expected direction to be followed and imply an intellectual commitment to a particular outcome ( directional hypothesis ) 4 . On the other hand, hypotheses may not predict the exact direction and are used in the absence of a theory, or when findings contradict previous studies ( non-directional hypothesis ). 4 In addition, hypotheses can 1) define interdependency between variables ( associative hypothesis ), 4 2) propose an effect on the dependent variable from manipulation of the independent variable ( causal hypothesis ), 4 3) state a negative relationship between two variables ( null hypothesis ), 4 , 11 , 15 4) replace the working hypothesis if rejected ( alternative hypothesis ), 15 explain the relationship of phenomena to possibly generate a theory ( working hypothesis ), 11 5) involve quantifiable variables that can be tested statistically ( statistical hypothesis ), 11 6) or express a relationship whose interlinks can be verified logically ( logical hypothesis ). 11 We provide examples of simple, complex, directional, non-directional, associative, causal, null, alternative, working, statistical, and logical hypotheses in quantitative research, as well as the definition of quantitative hypothesis-testing research in Table 3 .
Quantitative research hypotheses | |
---|---|
Simple hypothesis | |
- Predicts relationship between single dependent variable and single independent variable | |
If the dose of the new medication (single independent variable) is high, blood pressure (single dependent variable) is lowered. | |
Complex hypothesis | |
- Foretells relationship between two or more independent and dependent variables | |
The higher the use of anticancer drugs, radiation therapy, and adjunctive agents (3 independent variables), the higher would be the survival rate (1 dependent variable). | |
Directional hypothesis | |
- Identifies study direction based on theory towards particular outcome to clarify relationship between variables | |
Privately funded research projects will have a larger international scope (study direction) than publicly funded research projects. | |
Non-directional hypothesis | |
- Nature of relationship between two variables or exact study direction is not identified | |
- Does not involve a theory | |
Women and men are different in terms of helpfulness. (Exact study direction is not identified) | |
Associative hypothesis | |
- Describes variable interdependency | |
- Change in one variable causes change in another variable | |
A larger number of people vaccinated against COVID-19 in the region (change in independent variable) will reduce the region’s incidence of COVID-19 infection (change in dependent variable). | |
Causal hypothesis | |
- An effect on dependent variable is predicted from manipulation of independent variable | |
A change into a high-fiber diet (independent variable) will reduce the blood sugar level (dependent variable) of the patient. | |
Null hypothesis | |
- A negative statement indicating no relationship or difference between 2 variables | |
There is no significant difference in the severity of pulmonary metastases between the new drug (variable 1) and the current drug (variable 2). | |
Alternative hypothesis | |
- Following a null hypothesis, an alternative hypothesis predicts a relationship between 2 study variables | |
The new drug (variable 1) is better on average in reducing the level of pain from pulmonary metastasis than the current drug (variable 2). | |
Working hypothesis | |
- A hypothesis that is initially accepted for further research to produce a feasible theory | |
Dairy cows fed with concentrates of different formulations will produce different amounts of milk. | |
Statistical hypothesis | |
- Assumption about the value of population parameter or relationship among several population characteristics | |
- Validity tested by a statistical experiment or analysis | |
The mean recovery rate from COVID-19 infection (value of population parameter) is not significantly different between population 1 and population 2. | |
There is a positive correlation between the level of stress at the workplace and the number of suicides (population characteristics) among working people in Japan. | |
Logical hypothesis | |
- Offers or proposes an explanation with limited or no extensive evidence | |
If healthcare workers provide more educational programs about contraception methods, the number of adolescent pregnancies will be less. | |
Hypothesis-testing (Quantitative hypothesis-testing research) | |
- Quantitative research uses deductive reasoning. | |
- This involves the formation of a hypothesis, collection of data in the investigation of the problem, analysis and use of the data from the investigation, and drawing of conclusions to validate or nullify the hypotheses. |
Unlike research questions in quantitative research, research questions in qualitative research are usually continuously reviewed and reformulated. The central question and associated subquestions are stated more than the hypotheses. 15 The central question broadly explores a complex set of factors surrounding the central phenomenon, aiming to present the varied perspectives of participants. 15
There are varied goals for which qualitative research questions are developed. These questions can function in several ways, such as to 1) identify and describe existing conditions ( contextual research question s); 2) describe a phenomenon ( descriptive research questions ); 3) assess the effectiveness of existing methods, protocols, theories, or procedures ( evaluation research questions ); 4) examine a phenomenon or analyze the reasons or relationships between subjects or phenomena ( explanatory research questions ); or 5) focus on unknown aspects of a particular topic ( exploratory research questions ). 5 In addition, some qualitative research questions provide new ideas for the development of theories and actions ( generative research questions ) or advance specific ideologies of a position ( ideological research questions ). 1 Other qualitative research questions may build on a body of existing literature and become working guidelines ( ethnographic research questions ). Research questions may also be broadly stated without specific reference to the existing literature or a typology of questions ( phenomenological research questions ), may be directed towards generating a theory of some process ( grounded theory questions ), or may address a description of the case and the emerging themes ( qualitative case study questions ). 15 We provide examples of contextual, descriptive, evaluation, explanatory, exploratory, generative, ideological, ethnographic, phenomenological, grounded theory, and qualitative case study research questions in qualitative research in Table 4 , and the definition of qualitative hypothesis-generating research in Table 5 .
Qualitative research questions | |
---|---|
Contextual research question | |
- Ask the nature of what already exists | |
- Individuals or groups function to further clarify and understand the natural context of real-world problems | |
What are the experiences of nurses working night shifts in healthcare during the COVID-19 pandemic? (natural context of real-world problems) | |
Descriptive research question | |
- Aims to describe a phenomenon | |
What are the different forms of disrespect and abuse (phenomenon) experienced by Tanzanian women when giving birth in healthcare facilities? | |
Evaluation research question | |
- Examines the effectiveness of existing practice or accepted frameworks | |
How effective are decision aids (effectiveness of existing practice) in helping decide whether to give birth at home or in a healthcare facility? | |
Explanatory research question | |
- Clarifies a previously studied phenomenon and explains why it occurs | |
Why is there an increase in teenage pregnancy (phenomenon) in Tanzania? | |
Exploratory research question | |
- Explores areas that have not been fully investigated to have a deeper understanding of the research problem | |
What factors affect the mental health of medical students (areas that have not yet been fully investigated) during the COVID-19 pandemic? | |
Generative research question | |
- Develops an in-depth understanding of people’s behavior by asking ‘how would’ or ‘what if’ to identify problems and find solutions | |
How would the extensive research experience of the behavior of new staff impact the success of the novel drug initiative? | |
Ideological research question | |
- Aims to advance specific ideas or ideologies of a position | |
Are Japanese nurses who volunteer in remote African hospitals able to promote humanized care of patients (specific ideas or ideologies) in the areas of safe patient environment, respect of patient privacy, and provision of accurate information related to health and care? | |
Ethnographic research question | |
- Clarifies peoples’ nature, activities, their interactions, and the outcomes of their actions in specific settings | |
What are the demographic characteristics, rehabilitative treatments, community interactions, and disease outcomes (nature, activities, their interactions, and the outcomes) of people in China who are suffering from pneumoconiosis? | |
Phenomenological research question | |
- Knows more about the phenomena that have impacted an individual | |
What are the lived experiences of parents who have been living with and caring for children with a diagnosis of autism? (phenomena that have impacted an individual) | |
Grounded theory question | |
- Focuses on social processes asking about what happens and how people interact, or uncovering social relationships and behaviors of groups | |
What are the problems that pregnant adolescents face in terms of social and cultural norms (social processes), and how can these be addressed? | |
Qualitative case study question | |
- Assesses a phenomenon using different sources of data to answer “why” and “how” questions | |
- Considers how the phenomenon is influenced by its contextual situation. | |
How does quitting work and assuming the role of a full-time mother (phenomenon assessed) change the lives of women in Japan? |
Qualitative research hypotheses | |
---|---|
Hypothesis-generating (Qualitative hypothesis-generating research) | |
- Qualitative research uses inductive reasoning. | |
- This involves data collection from study participants or the literature regarding a phenomenon of interest, using the collected data to develop a formal hypothesis, and using the formal hypothesis as a framework for testing the hypothesis. | |
- Qualitative exploratory studies explore areas deeper, clarifying subjective experience and allowing formulation of a formal hypothesis potentially testable in a future quantitative approach. |
Qualitative studies usually pose at least one central research question and several subquestions starting with How or What . These research questions use exploratory verbs such as explore or describe . These also focus on one central phenomenon of interest, and may mention the participants and research site. 15
Hypotheses in qualitative research are stated in the form of a clear statement concerning the problem to be investigated. Unlike in quantitative research where hypotheses are usually developed to be tested, qualitative research can lead to both hypothesis-testing and hypothesis-generating outcomes. 2 When studies require both quantitative and qualitative research questions, this suggests an integrative process between both research methods wherein a single mixed-methods research question can be developed. 1
Research questions followed by hypotheses should be developed before the start of the study. 1 , 12 , 14 It is crucial to develop feasible research questions on a topic that is interesting to both the researcher and the scientific community. This can be achieved by a meticulous review of previous and current studies to establish a novel topic. Specific areas are subsequently focused on to generate ethical research questions. The relevance of the research questions is evaluated in terms of clarity of the resulting data, specificity of the methodology, objectivity of the outcome, depth of the research, and impact of the study. 1 , 5 These aspects constitute the FINER criteria (i.e., Feasible, Interesting, Novel, Ethical, and Relevant). 1 Clarity and effectiveness are achieved if research questions meet the FINER criteria. In addition to the FINER criteria, Ratan et al. described focus, complexity, novelty, feasibility, and measurability for evaluating the effectiveness of research questions. 14
The PICOT and PEO frameworks are also used when developing research questions. 1 The following elements are addressed in these frameworks, PICOT: P-population/patients/problem, I-intervention or indicator being studied, C-comparison group, O-outcome of interest, and T-timeframe of the study; PEO: P-population being studied, E-exposure to preexisting conditions, and O-outcome of interest. 1 Research questions are also considered good if these meet the “FINERMAPS” framework: Feasible, Interesting, Novel, Ethical, Relevant, Manageable, Appropriate, Potential value/publishable, and Systematic. 14
As we indicated earlier, research questions and hypotheses that are not carefully formulated result in unethical studies or poor outcomes. To illustrate this, we provide some examples of ambiguous research question and hypotheses that result in unclear and weak research objectives in quantitative research ( Table 6 ) 16 and qualitative research ( Table 7 ) 17 , and how to transform these ambiguous research question(s) and hypothesis(es) into clear and good statements.
Variables | Unclear and weak statement (Statement 1) | Clear and good statement (Statement 2) | Points to avoid |
---|---|---|---|
Research question | Which is more effective between smoke moxibustion and smokeless moxibustion? | “Moreover, regarding smoke moxibustion versus smokeless moxibustion, it remains unclear which is more effective, safe, and acceptable to pregnant women, and whether there is any difference in the amount of heat generated.” | 1) Vague and unfocused questions |
2) Closed questions simply answerable by yes or no | |||
3) Questions requiring a simple choice | |||
Hypothesis | The smoke moxibustion group will have higher cephalic presentation. | “Hypothesis 1. The smoke moxibustion stick group (SM group) and smokeless moxibustion stick group (-SLM group) will have higher rates of cephalic presentation after treatment than the control group. | 1) Unverifiable hypotheses |
Hypothesis 2. The SM group and SLM group will have higher rates of cephalic presentation at birth than the control group. | 2) Incompletely stated groups of comparison | ||
Hypothesis 3. There will be no significant differences in the well-being of the mother and child among the three groups in terms of the following outcomes: premature birth, premature rupture of membranes (PROM) at < 37 weeks, Apgar score < 7 at 5 min, umbilical cord blood pH < 7.1, admission to neonatal intensive care unit (NICU), and intrauterine fetal death.” | 3) Insufficiently described variables or outcomes | ||
Research objective | To determine which is more effective between smoke moxibustion and smokeless moxibustion. | “The specific aims of this pilot study were (a) to compare the effects of smoke moxibustion and smokeless moxibustion treatments with the control group as a possible supplement to ECV for converting breech presentation to cephalic presentation and increasing adherence to the newly obtained cephalic position, and (b) to assess the effects of these treatments on the well-being of the mother and child.” | 1) Poor understanding of the research question and hypotheses |
2) Insufficient description of population, variables, or study outcomes |
a These statements were composed for comparison and illustrative purposes only.
b These statements are direct quotes from Higashihara and Horiuchi. 16
Variables | Unclear and weak statement (Statement 1) | Clear and good statement (Statement 2) | Points to avoid |
---|---|---|---|
Research question | Does disrespect and abuse (D&A) occur in childbirth in Tanzania? | How does disrespect and abuse (D&A) occur and what are the types of physical and psychological abuses observed in midwives’ actual care during facility-based childbirth in urban Tanzania? | 1) Ambiguous or oversimplistic questions |
2) Questions unverifiable by data collection and analysis | |||
Hypothesis | Disrespect and abuse (D&A) occur in childbirth in Tanzania. | Hypothesis 1: Several types of physical and psychological abuse by midwives in actual care occur during facility-based childbirth in urban Tanzania. | 1) Statements simply expressing facts |
Hypothesis 2: Weak nursing and midwifery management contribute to the D&A of women during facility-based childbirth in urban Tanzania. | 2) Insufficiently described concepts or variables | ||
Research objective | To describe disrespect and abuse (D&A) in childbirth in Tanzania. | “This study aimed to describe from actual observations the respectful and disrespectful care received by women from midwives during their labor period in two hospitals in urban Tanzania.” | 1) Statements unrelated to the research question and hypotheses |
2) Unattainable or unexplorable objectives |
a This statement is a direct quote from Shimoda et al. 17
The other statements were composed for comparison and illustrative purposes only.
To construct effective research questions and hypotheses, it is very important to 1) clarify the background and 2) identify the research problem at the outset of the research, within a specific timeframe. 9 Then, 3) review or conduct preliminary research to collect all available knowledge about the possible research questions by studying theories and previous studies. 18 Afterwards, 4) construct research questions to investigate the research problem. Identify variables to be accessed from the research questions 4 and make operational definitions of constructs from the research problem and questions. Thereafter, 5) construct specific deductive or inductive predictions in the form of hypotheses. 4 Finally, 6) state the study aims . This general flow for constructing effective research questions and hypotheses prior to conducting research is shown in Fig. 1 .
Research questions are used more frequently in qualitative research than objectives or hypotheses. 3 These questions seek to discover, understand, explore or describe experiences by asking “What” or “How.” The questions are open-ended to elicit a description rather than to relate variables or compare groups. The questions are continually reviewed, reformulated, and changed during the qualitative study. 3 Research questions are also used more frequently in survey projects than hypotheses in experiments in quantitative research to compare variables and their relationships.
Hypotheses are constructed based on the variables identified and as an if-then statement, following the template, ‘If a specific action is taken, then a certain outcome is expected.’ At this stage, some ideas regarding expectations from the research to be conducted must be drawn. 18 Then, the variables to be manipulated (independent) and influenced (dependent) are defined. 4 Thereafter, the hypothesis is stated and refined, and reproducible data tailored to the hypothesis are identified, collected, and analyzed. 4 The hypotheses must be testable and specific, 18 and should describe the variables and their relationships, the specific group being studied, and the predicted research outcome. 18 Hypotheses construction involves a testable proposition to be deduced from theory, and independent and dependent variables to be separated and measured separately. 3 Therefore, good hypotheses must be based on good research questions constructed at the start of a study or trial. 12
In summary, research questions are constructed after establishing the background of the study. Hypotheses are then developed based on the research questions. Thus, it is crucial to have excellent research questions to generate superior hypotheses. In turn, these would determine the research objectives and the design of the study, and ultimately, the outcome of the research. 12 Algorithms for building research questions and hypotheses are shown in Fig. 2 for quantitative research and in Fig. 3 for qualitative research.
Research questions and hypotheses are crucial components to any type of research, whether quantitative or qualitative. These questions should be developed at the very beginning of the study. Excellent research questions lead to superior hypotheses, which, like a compass, set the direction of research, and can often determine the successful conduct of the study. Many research studies have floundered because the development of research questions and subsequent hypotheses was not given the thought and meticulous attention needed. The development of research questions and hypotheses is an iterative process based on extensive knowledge of the literature and insightful grasp of the knowledge gap. Focused, concise, and specific research questions provide a strong foundation for constructing hypotheses which serve as formal predictions about the research outcomes. Research questions and hypotheses are crucial elements of research that should not be overlooked. They should be carefully thought of and constructed when planning research. This avoids unethical studies and poor outcomes by defining well-founded objectives that determine the design, course, and outcome of the study.
Disclosure: The authors have no potential conflicts of interest to disclose.
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A fundamental component in statistical investigations is the methodology you employ in selecting your research variables. The careful selection of appropriate variable types can significantly enhance the robustness of your experimental design . This piece explores the diverse array of variable classifications within the field of statistical research. Additionally, understanding the different types of variables in research can greatly aid in shaping your experimental hypotheses and outcomes.
Inhaltsverzeichnis
A variable is a trait of an item of analysis in research. Types of variables in research are imperative, as they describe and measure places, people, ideas , or other research objects . There are many types of variables in research. Therefore, you must choose the right types of variables in research for your study.
Note that the correct variable will help with your research design , test selection, and result interpretation.
In a study testing whether some genders are more stress-tolerant than others, variables you can include are the level of stressors in the study setting, male and female subjects, and productivity levels in the presence of stressors.
Also, before choosing which types of variables in research to use, you should know how the various types work and the ideal statistical tests and result interpretations you will use for your study. The key is to determine the type of data the variable contains and the part of the experiment the variable represents.
Data is the precise extent of a variable in statistical research that you record in a data sheet. It is generally divided into quantitative and categorical classes.
Quantitative or numerical data represents amounts, while categorical data represents collections or groupings.
The type of data contained in your variable will determine the types of variables in research. For instance, variables consisting of quantitative data are called quantitative variables, while those containing categorical data are called categorical variables. The section below explains these two types of variables in research better.
The scores you record when collecting quantitative data usually represent real values you can add, divide , subtract , or multiply . There are two types of quantitative variables: discrete variables and continuous variables .
The table below explains the elements that set apart discrete and continuous types of variables in research:
Discrete or integer variables | Individual item counts or values | • Number of employees in a company • Number of students in a school district |
Continuous or ratio variables | Measurements of non-finite or continuous scores | • Age • Weight • Volume • Distance |
Categorical variables contain data representing groupings. Additionally, the data in categorical variables is sometimes recorded as numbers . However, the numbers represent categories instead of real amounts.
There are three categorical types of variables in research: nominal variables, ordinal variables , and binary variables . Here is a tabular summary.
Binary/dichotomous variables | YES/NO outcomes | • Win/lose in a game • Pass/fail in an exam |
Nominal variables | No-rank groups or orders between groups | • Colors • Participant name • Brand names |
Ordinal variables | Groups ranked in a particular order | • Performance rankings in an exam • Rating scales of survey responses |
It is worth mentioning that some categorical variables can function as multiple types. For example, in some studies, you can use ordinal variables as quantitative variables if the scales are numerical and not discrete.
A data sheet is where you record the data on the variables in your experiment.
In a study of the salt-tolerance levels of various plant species, you can record the data on salt addition and how the plant responds in your datasheet.
The key is to gather the information and draw a conclusion over a specific period and filling out a data sheet along the process.
Below is an example of a data sheet containing binary, nominal, continuous , and ordinal types of variables in research.
A | 12 | 0 | - | - | - |
A | 18 | 50 | - | - | - |
B | 11 | 0 | - | - | - |
B | 15 | 50 | - | - | - |
C | 25 | 0 | - | - | - |
C | 31 | 50 | - | - | - |
The purpose of experiments is to determine how the variables affect each other. As stated in our experiment above, the study aims to find out how the quantity of salt introduce in the water affects the plant’s growth and survival.
Therefore, the researcher manipulates the independent variables and measures the dependent variables . Additionally, you may have control variables that you hold constant.
The table below summarizes independent variables, dependent variables , and control variables .
Independent/ treatment variables | The variables you manipulate to affect the experiment outcome | The amount of salt added to the water |
Dependent/ response variables | The variable that represents the experiment outcomes | The plant’s growth or survival |
Control variables | Variables held constant throughout the study | Temperature or light in the experiment room |
In salt-tolerance research, there is one independent variable (salt amount) and three independent variables. All other variables are neither dependent nor independent.
Below is a data sheet based on our experiment:
The types of variables in research may differ depending on the study.
In correlational research , dependent and independent variables do not apply because the study objective is not to determine the cause-and-effect link between variables.
However, in correlational research, one variable may precede the other, as illness leads to death, and not vice versa. In such an instance, the preceding variable, like illness, is the predictor variable, while the other one is the outcome variable.
The key to conducting effective research is to define your types of variables as independent and dependent. Next, you must determine if they are categorical or numerical types of variables in research so you can choose the proper statistical tests for your study.
Below are other types of variables in research worth understanding.
Confounding variables | Hides the actual impact of an alternative variable in your study | Pot size and soil type |
Latent variables | Cannot be measured directly | Salt tolerance |
Composite variables | Formed by combining multiple variables | The health variables combined into a single health score |
An autonomous or independent variable is the one you believe is the origin of the outcome, while the dependent variable is the one you believe affects the outcome of your study.
Knowing the types of variables in research that you can work with will help you choose the best statistical tests and result representation techniques. It will also help you with your study design.
Discrete variables are types of variables in research that represent counts, like the quantities of objects. In contrast, continuous variables are types of variables in research that represent measurable quantities like age, volume, and weight.
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Quantitative variables.
Because quantitative methodology requires measurement, the concepts being investigated need to be defined in a way that can be measured. Organizational change, reading comprehension, emergency response, or depression are concepts, but they cannot be measured as such. Frequency of organizational change, reading comprehension scores, emergency response time, or types of depression can be measured. They are variables (concepts that can vary).
Independent variables (IV) are those that are suspected of being the cause in a causal relationship. If you are asking a cause and effect question, your IV will be the variable (or variables) that you suspect causes the effect.
There are two main sorts of IV—active independent variables and attribute independent variables:
Independent variables are frequently called different things depending on the nature of the research question. In predictive questions, where a variable is thought to predict another but it is not yet appropriate to ask whether it causes the other, the IV is usually called a predictor or criterion variable rather than an independent variable.
In questions where full clausation is not assumed, such as a predictive question or a question about differences between groups but no manipulation of an IV, the dependent variables are usually called outcome variable s, and the independent variables are usually called the predictor or criterion variables.
In some studies, some characteristic of the participants must be measured for some reason, but that characteristic is not the IV or the DV. In this case, these are called sample variables. For example, suppose you are investigating whether amount of sleep affects level of concentration in depressed people. In order to obtain a sample of depressed people, a standard test of depression will be given. So the presence or absence of depression will be a sample variable. That score is not used as an IV or a DV, but simply to get the appropriate people into the sample.
When there is no measure of a characteristic of the participants, the characteristic is called a sample characteristic . When the characteristic must be measured, it is called a sample variable .
Extraneous variables are not of interest to the study, but may influence the dependent variable. For this reason, most quantitative studies attempt to control extraneous variables. The literature should inform you what extraneous variables to account for. For example, in the study of third graders' reading scores, variables such as noise levels in the testing room, the size or lighting or temperature of the room, and whether the children had had a good breakfast might be extraneous variables.
There is a special class of extraneous variables called confounding variables. These are variables that can cause the effect we are looking for if they are not controlled for, resulting in a false finding that the IV is effective when it is not. In a study of changes in skill levels in a group of caseworkers after a training program, if the follow-up measure is taken relatively late after the training, the simple effect of practicing the skills might explain improved scores, and the training might be mistakenly thought to be successful when it was not.
There are many details about variables not covered in this handout. Please consult any text on research methods for a more comprehensive review.
Doc. reference: phd_t2_coun_u02s2_h02_quantvar.html
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A research title is a succinct, informative phrase that encapsulates a study’s essence. It gives readers a clear indication of the research’s focus, scope, and significance. An effective research title is concise, specific, and engaging, incorporating key terms related to the primary subject matter. Crafting a well-thought-out research title is crucial as it influences first impressions and impacts the study’s visibility and accessibility. Additionally, a strong research title enhances the title page and ensures the research paper cover letter accurately reflects the study’s content.
A research title is a concise statement that clearly and precisely encapsulates the main topic, scope, and objective of a research study. It serves as the first point of contact for readers and should effectively communicate the essence of the research in a way that is both engaging and informative. A well-crafted research title is specific, descriptive, and reflective of the study’s core focus, helping to attract interest and provide a clear understanding of the research subject at a glance.
A well-crafted research title follows a specific format to ensure clarity and precision. Here’s a structured approach:
[Main Topic]: [Specific Aspect or Focus]
Example: “The Impact of Social Media on Teen Mental Health: A Comprehensive Analysis of Behavioral Changes”
Here are some examples of well-crafted research titles across various fields:
A research title is a critical component of any research study or academic paper. It serves multiple important functions that contribute to the overall success and impact of the research. Here are key reasons why a research title is important:
The research title is often the first element a reader encounters. A well-crafted title can create a strong first impression, attracting the reader’s attention and encouraging them to explore the study further.
A good research title clearly and succinctly communicates the main topic and scope of the study. It helps the reader quickly understand what the research is about and what specific aspect is being addressed.
The title provides guidance to the reader about the content and direction of the research. It sets expectations and helps readers decide if the paper is relevant to their interests or research needs.
In the digital age, research titles are crucial for searchability. A precise and descriptive title improves the chances of the paper being found in online searches, databases, and academic journals, increasing its visibility and accessibility.
A well-formulated research title contributes to the academic and professional recognition of the work. It reflects the researcher’s ability to clearly define and articulate their study, which can enhance credibility and reputation within the academic community.
A good research title is essential for effectively communicating the main focus and scope of your study. Here are the key characteristics that make a research title effective:
A well-crafted research title is crucial as it provides the first impression of your study. It should be concise, informative, and engaging to capture the reader’s attention while conveying the essence of your research. Here’s a step-by-step guide on how to write an effective research title.
The title should:
To create a comprehensive title, identify the following components of your research:
Avoid vague and ambiguous terms. Be precise in describing your research. For example, instead of “Study of Education Methods,” use “Effectiveness of Interactive Learning Techniques in High School Biology.”
A good title is typically between 10 to 15 words. It should be long enough to include essential information but short enough to be easily readable.
Use words that describe the content and aim of your research effectively. Descriptive words help in making the title informative and engaging. Examples include “effects,” “analysis,” “evaluation,” “comparison,” etc.
Ensure that your title is accessible to a broad audience by avoiding technical jargon and abbreviations that might not be widely understood.
Think about who will be reading your research. Tailor your title to meet the expectations and interests of your target audience, whether they are academic peers, professionals, or the general public.
Indicate whether the research is a review, case study, experiment, or theoretical analysis. This helps set the context for the reader. For example, “A Case Study on Renewable Energy Adoption in Urban Areas.”
Incorporate relevant keywords that reflect the main themes of your research. This not only helps in search engine optimization but also makes your research easily discoverable.
Review your title for clarity, conciseness, and accuracy. Ask for feedback from peers or mentors to ensure it effectively represents your research.
How should a research title be structured.
A research title should be clear, concise, and informative, often including the main variables, methods, and context of the study.
Key elements include relevance, clarity, specificity, and the inclusion of main keywords related to the research topic.
Yes, a research title can be a question if it effectively conveys the research’s focus and intrigues the reader.
A research title should be brief but descriptive, typically between 10 to 15 words, avoiding unnecessary jargon or overly complex terms.
Yes, including keywords helps in indexing and searching, making it easier for others to find your research.
Yes, it can be refined or adjusted as the research progresses to better reflect the study’s findings and scope.
It can, especially if the methodology is central to the study’s uniqueness or understanding, but it’s not always necessary.
A research title should be specific enough to give a clear idea of the study’s focus but not so detailed that it becomes cumbersome.
A catchy research title is engaging, piques curiosity, and uses intriguing language while still being clear and informative.
Humor can be used if appropriate for the subject matter and audience, but it should not compromise clarity or professionalism.
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Published on July 7, 2021 by Pritha Bhandari . Revised on June 22, 2023.
A correlational research design investigates relationships between variables without the researcher controlling or manipulating any of them.
A correlation reflects the strength and/or direction of the relationship between two (or more) variables. The direction of a correlation can be either positive or negative.
Positive correlation | Both variables change in the same direction | As height increases, weight also increases |
---|---|---|
Negative correlation | The variables change in opposite directions | As coffee consumption increases, tiredness decreases |
Zero correlation | There is no relationship between the variables | Coffee consumption is not correlated with height |
Correlational vs. experimental research, when to use correlational research, how to collect correlational data, how to analyze correlational data, correlation and causation, other interesting articles, frequently asked questions about correlational research.
Correlational and experimental research both use quantitative methods to investigate relationships between variables. But there are important differences in data collection methods and the types of conclusions you can draw.
Correlational research | Experimental research | |
---|---|---|
Purpose | Used to test strength of association between variables | Used to test cause-and-effect relationships between variables |
Variables | Variables are only observed with no manipulation or intervention by researchers | An is manipulated and a dependent variable is observed |
Control | Limited is used, so other variables may play a role in the relationship | are controlled so that they can’t impact your variables of interest |
Validity | High : you can confidently generalize your conclusions to other populations or settings | High : you can confidently draw conclusions about causation |
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Correlational research is ideal for gathering data quickly from natural settings. That helps you generalize your findings to real-life situations in an externally valid way.
There are a few situations where correlational research is an appropriate choice.
You want to find out if there is an association between two variables, but you don’t expect to find a causal relationship between them.
Correlational research can provide insights into complex real-world relationships, helping researchers develop theories and make predictions.
You think there is a causal relationship between two variables, but it is impractical, unethical, or too costly to conduct experimental research that manipulates one of the variables.
Correlational research can provide initial indications or additional support for theories about causal relationships.
You have developed a new instrument for measuring your variable, and you need to test its reliability or validity .
Correlational research can be used to assess whether a tool consistently or accurately captures the concept it aims to measure.
There are many different methods you can use in correlational research. In the social and behavioral sciences, the most common data collection methods for this type of research include surveys, observations , and secondary data.
It’s important to carefully choose and plan your methods to ensure the reliability and validity of your results. You should carefully select a representative sample so that your data reflects the population you’re interested in without research bias .
In survey research , you can use questionnaires to measure your variables of interest. You can conduct surveys online, by mail, by phone, or in person.
Surveys are a quick, flexible way to collect standardized data from many participants, but it’s important to ensure that your questions are worded in an unbiased way and capture relevant insights.
Naturalistic observation is a type of field research where you gather data about a behavior or phenomenon in its natural environment.
This method often involves recording, counting, describing, and categorizing actions and events. Naturalistic observation can include both qualitative and quantitative elements, but to assess correlation, you collect data that can be analyzed quantitatively (e.g., frequencies, durations, scales, and amounts).
Naturalistic observation lets you easily generalize your results to real world contexts, and you can study experiences that aren’t replicable in lab settings. But data analysis can be time-consuming and unpredictable, and researcher bias may skew the interpretations.
Instead of collecting original data, you can also use data that has already been collected for a different purpose, such as official records, polls, or previous studies.
Using secondary data is inexpensive and fast, because data collection is complete. However, the data may be unreliable, incomplete or not entirely relevant, and you have no control over the reliability or validity of the data collection procedures.
After collecting data, you can statistically analyze the relationship between variables using correlation or regression analyses, or both. You can also visualize the relationships between variables with a scatterplot.
Different types of correlation coefficients and regression analyses are appropriate for your data based on their levels of measurement and distributions .
Using a correlation analysis, you can summarize the relationship between variables into a correlation coefficient : a single number that describes the strength and direction of the relationship between variables. With this number, you’ll quantify the degree of the relationship between variables.
The Pearson product-moment correlation coefficient , also known as Pearson’s r , is commonly used for assessing a linear relationship between two quantitative variables.
Correlation coefficients are usually found for two variables at a time, but you can use a multiple correlation coefficient for three or more variables.
With a regression analysis , you can predict how much a change in one variable will be associated with a change in the other variable. The result is a regression equation that describes the line on a graph of your variables.
You can use this equation to predict the value of one variable based on the given value(s) of the other variable(s). It’s best to perform a regression analysis after testing for a correlation between your variables.
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It’s important to remember that correlation does not imply causation . Just because you find a correlation between two things doesn’t mean you can conclude one of them causes the other for a few reasons.
If two variables are correlated, it could be because one of them is a cause and the other is an effect. But the correlational research design doesn’t allow you to infer which is which. To err on the side of caution, researchers don’t conclude causality from correlational studies.
A confounding variable is a third variable that influences other variables to make them seem causally related even though they are not. Instead, there are separate causal links between the confounder and each variable.
In correlational research, there’s limited or no researcher control over extraneous variables . Even if you statistically control for some potential confounders, there may still be other hidden variables that disguise the relationship between your study variables.
Although a correlational study can’t demonstrate causation on its own, it can help you develop a causal hypothesis that’s tested in controlled experiments.
If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.
Research bias
A correlation reflects the strength and/or direction of the association between two or more variables.
A correlational research design investigates relationships between two variables (or more) without the researcher controlling or manipulating any of them. It’s a non-experimental type of quantitative research .
Controlled experiments establish causality, whereas correlational studies only show associations between variables.
In general, correlational research is high in external validity while experimental research is high in internal validity .
A correlation is usually tested for two variables at a time, but you can test correlations between three or more variables.
A correlation coefficient is a single number that describes the strength and direction of the relationship between your variables.
Different types of correlation coefficients might be appropriate for your data based on their levels of measurement and distributions . The Pearson product-moment correlation coefficient (Pearson’s r ) is commonly used to assess a linear relationship between two quantitative variables.
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Bhandari, P. (2023, June 22). Correlational Research | When & How to Use. Scribbr. Retrieved July 1, 2024, from https://www.scribbr.com/methodology/correlational-research/
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Qualitative research is a methodological approach that involves gathering and analyzing non-numerical data to understand and interpret social phenomena. Unlike quantitative research , which emphasizes the collection of numerical data through surveys and experiments, qualitative research is concerned with exploring the subjective experiences, perspectives, and meanings of individuals and groups. As such, qualitative research topics can be diverse and encompass a wide range of social issues and phenomena. From exploring the impact of culture on identity formation to examining the experiences of marginalized communities, qualitative research offers a rich and nuanced perspective on complex social issues. In this post, we will explore some of the most compelling qualitative research topics and provide some tips on how to conduct effective qualitative research.
Qualitative research titles often reflect the study’s focus on understanding the depth and complexity of human behavior, experiences, or social phenomena. Here are some examples across various fields:
Qualitative Research Topics are as follows:
Researcher, Academic Writer, Web developer
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Examples. Discrete variables (aka integer variables) Counts of individual items or values. Number of students in a class. Number of different tree species in a forest. Continuous variables (aka ratio variables) Measurements of continuous or non-finite values. Distance.
Categorical Variable. This is a variable that can take on a limited number of values or categories. Categorical variables can be nominal or ordinal. Nominal variables have no inherent order, while ordinal variables have a natural order. Examples of categorical variables include gender, race, and educational level.
A confounding variable (also known as a third variable or lurking variable) is an extraneous factor that can influence the relationship between two variables being studied. Specifically, for a variable to be considered a confounding variable, it needs to meet two criteria: It must be correlated with the independent variable (this can be causal ...
Examples of Independent and Dependent Variables. 1. Gatorade and Improved Athletic Performance. A sports medicine researcher has been hired by Gatorade to test the effects of its sports drink on athletic performance. The company wants to claim that when an athlete drinks Gatorade, their performance will improve.
Independent vs. Dependent Variables | Definition & Examples. Published on February 3, 2022 by Pritha Bhandari.Revised on June 22, 2023. In research, variables are any characteristics that can take on different values, such as height, age, temperature, or test scores. Researchers often manipulate or measure independent and dependent variables in studies to test cause-and-effect relationships.
Dependent Variable The variable that depends on other factors that are measured. These variables are expected to change as a result of an experimental manipulation of the independent variable or variables. It is the presumed effect. Independent Variable The variable that is stable and unaffected by the other variables you are trying to measure.
Examples. Discrete variables (aka integer variables) Counts of individual items or values. Number of students in a class. Number of different tree species in a forest. Continuous variables (aka ratio variables) Measurements of continuous or non-finite values. Distance.
Compare the independent variable and dependent variable in research. See other types of variables in research, including confounding and extraneous variables.
Examples of categorical variables include gender (male, female, other), type of vehicle (car, truck, motorcycle), or marital status (single, married, divorced). These categories help researchers organize data into groups for comparison and analysis. Categorical variables can be further classified into two subtypes: nominal and ordinal.
Independent vs Dependent Variables | Definition & Examples. Published on 4 May 2022 by Pritha Bhandari.Revised on 17 October 2022. In research, variables are any characteristics that can take on different values, such as height, age, temperature, or test scores. Researchers often manipulate or measure independent and dependent variables in studies to test cause-and-effect relationships.
Here is a simple rule that you can apply at all times: the independent variable is what a researcher changes, whereas the dependent variable is affected by these changes. To illustrate the difference, a number of examples are provided below. The purpose of Study 1 is to measure the impact of different plant fertilizers on how many fruits apple ...
The independent variable is the cause and the dependent variable is the effect, that is, independent variables influence dependent variables. In research, a dependent variable is the outcome of interest of the study and the independent variable is the factor that may influence the outcome. Let's explain this with an independent and dependent ...
Introduction. Definition of Variable. Examples of Variables in Research: 6 Phenomena. Phenomenon 1: Climate change. Phenomenon 2: Crime and violence in the streets. Phenomenon 3: Poor performance of students in college entrance exams. Phenomenon 4: Fish kill. Phenomenon 5: Poor crop growth. Phenomenon 6: How Content Goes Viral.
The following parameters can be used to help you formulate a suitable research paper title: The purpose of the research; The scope of the research; The narrative tone of the paper [typically defined by the type of the research] The methods used to study the problem; The initial aim of a title is to capture the reader's attention and to ...
Step 1: Consider your aims and approach. Step 2: Choose a type of research design. Step 3: Identify your population and sampling method. Step 4: Choose your data collection methods. Step 5: Plan your data collection procedures. Step 6: Decide on your data analysis strategies. Other interesting articles.
variable is central to research because the title of a research is made up ... Based on our hypothesis there are two main variables concerning this research the first is about the independent ...
INTRODUCTION. Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses.1,2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results.3,4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the ...
A variable is an attribute of an item of analysis in research. The types of variables in research can be categorized into: independent vs. dependent, or categorical vs. quantitative. The types of variables in research (correlational) can be classified into predictor or outcome variables. Other types of variables in research are confounding ...
Frequency of organizational change, reading comprehension scores, emergency response time, or types of depression can be measured. They are variables (concepts that can vary). Quantitative research involves many kinds of variables. There are four main types discussed in further detail below: Independent variables (IV). Dependent variables (DV).
Quantitative research involves collecting and analyzing numerical data to identify patterns, trends, and relationships among variables. This method is widely used in social sciences, psychology, economics, and other fields where researchers aim to understand human behavior and phenomena through statistical analysis.
2. Clarity and Focus. A good research title clearly and succinctly communicates the main topic and scope of the study. It helps the reader quickly understand what the research is about and what specific aspect is being addressed. ... Variables: Key elements or factors studied. Population/sample: The group or sample studied. Methodology: The ...
Revised on June 22, 2023. A correlational research design investigates relationships between variables without the researcher controlling or manipulating any of them. A correlation reflects the strength and/or direction of the relationship between two (or more) variables. The direction of a correlation can be either positive or negative.
Decide the topic of study. 4. Read and refer to books and papers in the area. 5. Identify your research problem. 6. Look up relevant sources in your area of study. 7. Decide on the research title.
Qualitative Research Topics. Qualitative Research Topics are as follows: Understanding the lived experiences of first-generation college students. Exploring the impact of social media on self-esteem among adolescents. Investigating the effects of mindfulness meditation on stress reduction. Analyzing the perceptions of employees regarding ...
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