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Research Methods for Dissertation – Types with Comparison

Published by Carmen Troy at August 13th, 2021 , Revised On June 14, 2023

Introduction

“Research methods for a dissertation refer to the specific approaches, procedures, and techniques employed by researchers to investigate and gather data for their dissertation projects.”

These methods provide a systematic and structured framework for conducting research, ensuring the reliability, validity, and rigour of the study.

What are the different research methods for the dissertation, and which one should I use?

Choosing the right research method for a dissertation is a grinding and perplexing aspect of the dissertation research process. A well-defined  research methodology  helps you conduct your research in the right direction, validates the  results  of your research, and makes sure that the study you’re conducting answers the set  research questions .

The research  title,  research questions,  hypothesis , objectives, and study area generally determine the best research method in the dissertation.

This post’s primary purpose is to highlight what these different  types of research  methods involve and how you should decide which type of research fits the bill. As you read through this article, think about which one of these research methods will be the most appropriate for your research.

The practical, personal, and academic reasons for choosing any particular method of research are also analysed. You will find our explanation of experimental , descriptive , historical , quantitative , qualitative , and mixed research methods useful regardless of your field of study.

While choosing the right method of research for your own research, you need to:

• Understand the difference between research methods and  methodology .
• Think about your research topic, research questions, and research objectives to make an intelligent decision.
• Know about various types of research methods so that you can choose the most suitable and convenient method as per your research requirements.

Research Methodology Vs. Research Methods

A well-defined  research methodology  helps you conduct your research in the right direction, validates the  results  of your research, and makes sure that the study you are conducting answers the set  research questions .

Research methods are the techniques and procedures used for conducting research. Choosing the right research method for your writing is an important aspect of the  research process .

You need to either collect data or talk to the people while conducting any research. The research methods can be classified based on this distinction.

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Types of Research Methods

Research methods are broadly divided into six main categories.

Experimental Research Methods

Descriptive research methods, historical research methods, quantitative research methods, qualitative research methods, mixed methods of research.

Experimental research  includes the experiments conducted in the laboratory or observation under controlled conditions. Researchers try to study human behavior by performing various experiments. Experiments can vary from personal and informal natural comparisons. It includes three  types of variables;

• Independent variable
• Dependent variable
• Controlled variable

Types of Experimental Methods

Laboratory experiments

The experiments were conducted in the laboratory. Researchers have control over the variables of the experiment.

Field experiment

The experiments were conducted in the open field and environment of the participants by incorporating a few artificial changes. Researchers do not have control over variables under measurement. Participants know that they are taking part in the experiment.

Natural experiments

The experiment is conducted in the natural environment of the participants. The participants are generally not informed about the experiment being conducted on them.

Example : Estimating the health condition of the population.

Quasi-experiments

A quasi-experiment is an experiment that takes advantage of natural occurrences. Researchers cannot assign random participants to groups.

Example: Comparing the academic performance of the two schools.

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Descriptive research aims at collecting the information to answer the current affairs. It follows the Ex post facto research, which predicts the possible reasons behind the situation that has already occurred. It aims to answer questions like how, what, when, where, and what rather than ‘why.’

In  historical research , an investigator collects, analyses the information to understand, describe, and explain the events that occurred in the past. Researchers try to find out what happened exactly during a certain period of time as accurately and as closely as possible. It does not allow any manipulation or control of variables.

Quantitative research  is associated with numerical data or data that can be measured. It is used to study a large group of population. The information is gathered by performing statistical, mathematical, or computational techniques.

Quantitative research isn’t simply based on  statistical analysis or quantitative techniques but rather uses a certain approach to theory to address research hypotheses or research questions, establish an appropriate research methodology, and draw findings &  conclusions .

Some most commonly employed quantitative research strategies include data-driven dissertations, theory-driven studies, and reflection-driven research. Regardless of the chosen approach, there are some common quantitative research features as listed below.

• Quantitative research is based on testing or building on existing theories proposed by other researchers whilst taking a reflective or extensive route.
• Quantitative research aims to test the research hypothesis or answer established research questions.
• It is primarily justified by positivist or post-positivist research paradigms.
• The  research design can be relationship-based, quasi-experimental, experimental, or descriptive.
• It draws on a small sample to make generalisations to a wider population using probability sampling techniques.
• Quantitative data is gathered according to the established research questions and using research vehicles such as structured observation, structured interviews, surveys, questionnaires, and laboratory results.
• The researcher uses  statistical analysis  tools and techniques to measure variables and gather inferential or descriptive data. In some cases, your tutor or members of the dissertation committee might find it easier to verify your study results with numbers and statistical analysis.
• The accuracy of the study results is based on external and internal validity and the authenticity of the data used.
• Quantitative research answers research questions or tests the hypothesis using charts, graphs, tables, data, and statements.
• It underpins  research questions  or hypotheses and findings to make conclusions.
• The researcher can provide recommendations for future research and expand or test existing theories.

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It is a type of scientific research where a researcher collects evidence to seek answers to a  question . It is associated with studying human behaviour from an informative perspective. It aims at obtaining in-depth details of the problem.

As the term suggests,  qualitative research  is based on qualitative research methods, including participants’ observations, focus groups, and unstructured interviews.

Qualitative research is very different in nature when compared to quantitative research. It takes an established path towards the  research process , how  research questions  are set up, how existing theories are built upon, what research methods are employed, and how the  findings  are unveiled to the readers.

You may adopt conventional methods, including phenomenological research, narrative-based research, grounded theory research,  ethnographies ,  case studies , and auto-ethnographies.

Again, regardless of the chosen approach to qualitative research, your dissertation will have unique key features as listed below.

• The research questions that you aim to answer will expand or even change as the  dissertation writing process continues. This aspect of the research is typically known as an emergent design where the research objectives evolve with time.
• Qualitative research may use existing theories to cultivate new theoretical understandings or fall back on existing theories to support the research process. However, the original goal of testing a certain theoretical understanding remains the same.
• It can be based on various research models, such as critical theory, constructivism, and interpretivism.
• The chosen research design largely influences the analysis and discussion of results and the choices you make. Research design depends on the adopted research path: phenomenological research, narrative-based research, grounded theory-based research, ethnography, case study-based research, or auto-ethnography.
• Qualitative research answers research questions with theoretical sampling, where data gathered from an organisation or people are studied.
• It involves various research methods to gather qualitative data from participants belonging to the field of study. As indicated previously, some of the most notable qualitative research methods include participant observation, focus groups, and unstructured  interviews .
• It incorporates an  inductive process where the researcher analyses and understands the data through his own eyes and judgments to identify concepts and themes that comprehensively depict the researched material.
• The key quality characteristics of qualitative research are transferability, conformity, confirmability, and reliability.
• Results and discussions are largely based on narratives, case study and personal experiences, which help detect inconsistencies, observations, processes, and ideas.s
• Qualitative research discusses theoretical concepts obtained from the results whilst taking research questions and/or hypotheses  to draw general  conclusions .

Now that you know the unique differences between quantitative and qualitative research methods, you may want to learn a bit about primary and secondary research methods.

Here is an article that will help you  distinguish between primary and secondary research and decide whether you need to use quantitative and/or qualitative primary research methods in your dissertation.

Alternatively, you can base your dissertation on secondary research, which is descriptive and explanatory in essence.

Types of Qualitative Research Methods

Action research

Action research  aims at finding an immediate solution to a problem. The researchers can also act as the participants of the research. It is used in the educational field.

A  case study  includes data collection from multiple sources over time. It is widely used in social sciences to study the underlying information, organisation, community, or event. It does not provide any solution to the problem. Researchers cannot act as the participants of the research.

Ethnography

In  this type of research, the researcher examines the people in their natural environment. Ethnographers spend time with people to study people and their culture closely. They can consult the literature before conducting the study.

When you combine quantitative and qualitative methods of research, the resulting approach becomes mixed methods of research.

Over the last few decades, much of the research in academia has been conducted using mixed methods because of the greater legitimacy this particular technique has gained for several reasons including the feeling that combining the two types of research can provide holistic and more dependable results.

Here is what mixed methods of research involve:

• Interpreting and investigating the information gathered through quantitative and qualitative techniques.
• There could be more than one stage of research. Depending on the research topic, occasionally it would be more appropriate to perform qualitative research in the first stage to figure out and investigate a problem to unveil key themes; and conduct quantitative research in stage two of the process for measuring relationships between the themes.

Note: However, this method has one prominent limitation, which is, as previously mentioned, combining qualitative and quantitative research can be difficult because they both are different in terms of design and approach. In many ways, they are contrasting styles of research, and so care must be exercised when basing your dissertation on mixed methods of research.

When choosing a research method for your own dissertation, it would make sense to carefully think about your  research topic ,  research questions , and research objectives to make an intelligent decision in terms of the philosophy of  research design .

Dissertations based on mixed methods of research can be the hardest to tackle even for PhD students.

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Please Find Below an Example of Research Methods Section in a Dissertation or Thesis.

Background and Problem

Diversity management became prominent in the late twentieth century, with foundations in America. Historically homogeneous or nondiverse nations, such as Finland, have not yet experienced the issues associated with rising cultural and ethnic diversity in the workforce. Regardless of the environment, workforce diversity garners greater attention and is characterised by its expanding relevance due to globalised and international companies, global and national worker mobility, demographic shifts, or enhancing productivity.

As a result, challenges of diversity management have been handled through legal, financial, and moral pressures (Hayes et al., 2020). The evolving structure of the working population in terms of language, ethnic background, maturity level, faith, or ethnocultural history is said to pose a challenge to human resource management (HRM) in utilising diversity: the understanding, abilities, and expertise prospects of the entire workforce to deal with possible developments.

The European approach to diversity management is regarded as growing. However, it is found to emphasise the relationship to business and lack competence in diversity management problems. Mass immigration concentrates variety, sometimes treated as cultural minority issues, implying the normalisation of anti-discrimination actions (Yadav and Lenka, 2020).

These causes, in turn, have provided the basis of comprehensive diversity research, which has generated different theories, frameworks, concepts, and guidelines from interdisciplinary viewpoints, such as industrial and organisational psychology and behaviour (OB), cultural studies, anthropology, migration, economics, postcolonialism, and so on. And in the form of international, social and cultural, organisational, group, and individual scale diversity analysis. This dissertation focuses on diversity concerns from impression management, specifically from HRM as an executive-level phenomenon (Seliverstova, 2021).

As conceptual frameworks, organisational structures concentrating on the production of diversity and social psychology, notably social identity theory with diverse ‘identities’ of persons or intergroup connections, are primarily employed. The study’s primary goal in the workplace is to discover inequities or examine the effects of diversity on workplace outcomes.

Individual study interests include behaviours, emotions, intelligence, intercultural skills or competencies, while group research interests include group dynamics, intergroup interactions, effectiveness, and cooperation or collaboration. Organisational studies address themes such as workforce composition, workplace equality, and diversity challenges and how they may be managed accordingly. Domestic diversity, omitting national distinctions, or global diversity, about diverse country cultures, might be studied further (AYDIN and ÖZEREN, 2018).

Diversity is a context-dependent, particular, comparative, complicated, plural phrase or idea with varying interpretations in different organisations and cultures and no unified definition. As a result, in addition to many internal and external elements, diversity may be managed, individuals taught, and organisations have grown in various ways. This dissertation considers diversity in an organisational environment as a construct of ‘differences’ to be handled (Cummings, 2018).

Various management systems have grown in stages, bringing diverse diversity management concepts. Equality/equal opportunities (EO) legislation and diversity management are the two conventional approaches and primary streams with differing theoretical foundations for managing and dealing with workforce diversity challenges (DM).

These approaches relate to whether diversity is handled by increasing sameness by legal pressures or by voluntarily respecting people’s differences, which shows an organisation’s responsiveness and proactivity toward managing diversity. But most of the literature in this area has avoided the impression management theories (Coad and Guenther, 2014). Therefore, this study will add a new dimension in this area by introducing impression management analysis.

Research Aim and Objectives

This research aims to analyse the impact of organisational structure on human resources diversification from the viewpoint of impression managerial theory. It has the following objectives:

• It will examine the existing impression management literature to draw insights into the relationship under consideration.
• It will identify various factors such as competency, social inclusion, etc., affecting the management’s decision to recruit diverse human resources.
• It will recommend appropriate organisational structures and HR policies to improve diversification of HR by reviewing impression management theories.

Research Questions

This research will answer the following questions:

• How does organisational structure affect human resources diversification from the viewpoint of impression managerial theory?
• What factors such as competency, social inclusion, etc., affect the management decision to recruit diverse human resources?
• What are appropriate organisational structures and HR policies to improve diversification of HR by reviewing impression management theories?

Research Hypothesis

The organisational structure significantly impacts the recruitment of diverse human resources.

Literature Review

According to Staniec and Zakrzewska-Bielawska (2010), considering strategy-oriented activities and organisational components are the critical foundation in the organisational structure required to align structure strategy. Each company’s internal organisation is somewhat distinctive, resulting from various corporate initiatives and historical conditions.

Furthermore, each design is based on essential success elements and vital tasks inherent in the firm plan. This article offers empirical research on unique organisational structure elements in Polish firms in the context of concentration and diversification tactics. And companies that adopted concentration techniques mainly used functional organisational structures.

Tasks were primarily classified and categorised based on functions and phases of the technical process, with coordination based on hierarchy. Jobs were also highly centralised and formalised. Organisational structures of an active type were also prevalent in many firms. Only a handful of the evaluated organisations possessed flexible contemporary divisional or matrix structures appropriate to differentiation. However, it appears that even such organisations should adjust their organisational solutions to perform successfully in an immensely complex and chaotic environment.

Similarly, according to Yang and Konrad (2011), diversity management techniques are the institutionalised methods created and applied by organisations to manage diversity among all organisational shareholders. They examined the existing research on the causes and significance of diversity management approaches.

They construct a research model indicating many potential routes for future study using institutional and resource-based theories. They also offer prospective avenues for study on diversity management techniques to further the two theoretical viewpoints. The findings indicate that research on diverse management practises might provide perceptions into the two ideologies. Diversity management provides a method for reconciling the agency vs structure issue for institutional concept.

Furthermore, diversity management is a suitable framework for studying how institutional pressures are translated into organisational action and the relationship between complying with institutional mandates and attaining high performance. Research on diversity management raises the importance of environmental normative elements in resource-based reasoning.

It allows for exploring essential resource sources and the co-evolution of diversity resources and management capacities, potentially developing dynamic resource-based theory. Furthermore, a review of the existing research on diversity management practices reveals that research in this field has nearly entirely concentrated on employee-related activities.

However, in establishing the idea of diversity management practises, we included the practises that companies put in place to manage diversity across all stakeholder groups on purpose. Management techniques for engaging with consumers, dealers, supervisors, board directors, and community members are critical for meeting institutional theory’s social and normative commitments.

Moreover, according to Sippola (2014), this research looks at diversity management from the standpoint of HRM. The study aims to discover the effects of expanding workforce diversity on HRM inside firms. This goal will be accomplished through four papers examining diversity management’s impacts on HRM from various viewpoints and mostly in longitudinal contexts.

The purpose of the first article, as a pilot survey, is to determine the reasons, advantages, and problems of rising cultural diversity and the consequences for HRM to get a preliminary grasp of the issue in the specific setting. According to the report, diversity is vital for productivity but is not often emphasised in HRM strategy.

The key areas that were changed were acquisition, development, and growth. The second article examines how different diversity management paradigms recognised in businesses affect HRM. It offers an experimentally verified typology that explains reactive or proactive strategic and operational level HRM activities in light of four alternative diversity management perspectives.

The third essay will examine how a ‘working culture bridge group’ strategy fosters and enhances workplace diversity. The research looks into how development goals are defined, what training and development techniques are used, and the consequences and causal factors when an analysis measures the training and development approach.

The primary goal of article four is to establish which components of diversity management design are globally integrated into multinational corporations (MNCs) and which integrating (delivery) methods are employed to facilitate it. Another goal is to identify the institutional problems faced by the Finnish national diversity setting during the integration process.

The findings show that the example organisation achieved more excellent global uniformity at the level of diversification concept through effective use of multiple frameworks but was forced to rely on a more multinational approach to implementing diversification policies and procedures. The difficulties faced emphasised the distinctiveness of Finland’s cognitive and normative institutional setting for diversity.

Furthermore, according to Guillaume et al. (2017), to compensate for the dual-edged character of demographic workplace diversity impacts on social inclusion, competence, and well-being-related factors, research has shifted away from straightforward main effect methods and begun to investigate factors that moderate these effects.

While there is no shortage of primary research on the circumstances that lead to favourable or poor results, it is unknown which contextual elements make it work. Using the Classification framework as a theoretical lens, they examine variables that moderate the impacts of workplace diversity on social integration, performance, and well-being outcomes, emphasising characteristics that organisations and managers can influence.

They suggest future study directions and end with practical applications. They concluded that faultlines, cross-categorisation, and status variations across demographic groupings highlight variety. Cross-categorisation has been proven to reduce intergroup prejudice while promoting social inclusion, competence, and well-being. Whether faultlines and subgroup status inequalities promote negative or good intergroup interactions and hinder social integration, performance, and well-being depends on whether situational factors encourage negative or positive intergroup connections. The impacts were not mitigated by team size or diversity type.

Furthermore, our data demonstrate that task characteristics are essential for workgroup diversity. Any demographic diversity in workgroups can promote creativity, but only when combined with task-relevant expertise improves the performance of teams undertaking complicated tasks. The type of team and the industrial context do not appear to play an effect. It is unclear if these findings apply to relational demography and organisational diversity impacts. There is some evidence that, under some settings, relational demography may increase creativity, and, as previously said, demographic variety may help firms function in growth-oriented strategy contexts.

Likewise, according to Ali, Tawfeq, and Dler (2020), diversity management refers to organisational strategies that strive to increase the integration of people from diverse backgrounds into the framework of corporate goals. Organisations should develop productive ways to implement diversity management (DM) policies to establish a creative enterprise that can enhance their operations, goods, and services.

Furthermore, human resource management HRM is a clever tool for any firm to manage resources within the company. As a result, this article explores the link between DM, HR policies, and workers’ creative work-related behaviours in firms in Kurdistan’s Fayoum city. According to the questionnaire, two hypotheses were tested: the influence of HRM on diversity management, HRM on innovation, and the impact of diversity management on innovation.

The first premise is that workplace diversity changes the nature of working relationships, how supervisors and managers connect, and how workers respond to one another. It also addresses human resource functions such as record-keeping, training, recruiting, and employee competence needs. The last premise on the influence of diversity management on innovation is that workplace diversity assists a business in hiring a diverse range of personnel.

In other words, a vibrant population need individuals of varied personalities. Workplace diversity refers to a company’s workforce consisting of employees of various genders, ages, faiths, races, ethnicities, cultural backgrounds, religions, dialects, training, capabilities, etc. According to the study’s findings, human resource management strategies have a substantial influence on diversity management.

Second, diversity management was found to have a considerable impact on creativity. Finally, human resource management techniques influenced innovation significantly. Based on the findings, it was discovered that diversity management had a more significant influence on creation than human resource management.

Lastly, according to Li et al. (2021), the universal trend of rising workplace age diversity has increased the study focus on the organisational effects of age-diverse workforces. Prior research has mainly concentrated on the statistical association between age diversity and organisational success rather than experimentally examining the probable processes behind this relationship.

They argue that age diversity influences organisational performance through human and social capital using an intellectual capital paradigm. Moreover, they investigate workplace functional diversity and age-inclusive management as two confounding factors affecting the benefits of age diversity on physical and human capital.

Their hypotheses were evaluated using data from the Association for Human Resource Management’s major manager-reported workplace survey. Age diversity was favourably linked with organisational performance via the mediation of higher human and social capital. Furthermore, functional diversity and age-inclusive management exacerbated the favourable benefits of age variety on human and social capital. Their study gives insight into how age-diverse workforces might generate value by nurturing knowledge-based organisational resources.

Research Gap/ Contribution

Although there is a vast body of research in diversity in the human resource management area, many researchers explored various dimensions. But no study explicitly discovers the impact of organisational culture on human resource diversification. Moreover, no researchers examined the scope of impression management in this context.

Therefore, this research will fill this considerable literature gap by finding the direct impact of organisational structure on human resource diversification. Secondly, by introducing a new dimension of impression management theory. It will open new avenues for research in this area, and it will help HR managers to formulate better policies for a more inclusive organisational structure.

Research Methodology

It will be mixed quantitative and qualitative research based on the secondary data collected through different research journals and case studies of various companies. Firstly, the quantitative analysis will be conducted through a regression analysis to show the organisational structure’s impact on human resource diversification.

The dummy variable will be used to show organisational structure, and diversification will be captured through the ethnic backgrounds of the employees. Moreover, different variables will be added to the model, such as competency, social inclusion, etc. It will fulfil the objective of identifying various factors which affect the management decision to recruit diverse human resources. Secondly, a systematic review of the literature will be conducted for qualitative analysis to add the impression management dimension to the research. Google Scholar, JSTOR, Scopus, etc., will be used to search keywords such as human resource diversity, impression management, and organisation structure.

Research Limitation

Although research offers a comprehensive empirical analysis on the relationship under consideration due to lack of resources, the study is limited to secondary data. It would be better if the research would’ve been conducted on the primary data collected through the organisations. That would’ve captured the actual views of the working professionals. It would’ve increased the validity of the research.

Ali, M., Tawfeq, A., & Dler, S. (2020). Relationship between Diversity Management and Human Resource Management: Their Effects on Employee Innovation in the Organizations. Black Sea Journal of Management and Marketing, 1 (2), 36-44.

AYDIN, E., & ÖZEREN, E. (2018). Rethinking workforce diversity research through critical perspectives: emerging patterns and research agenda. Business & Management Studies: An International Journal, 6 (3), 650-670.

Coad, A., & Guenther, C. (2014). Processes of firm growth and diversification: theory and evidence. Small Business Economics, 43 (4), 857-871.

Cummings, V. (2018). Economic Diversification and Empowerment of Local Human Resources: Could Singapore Be a Model for the GCC Countries?. In. Economic Diversification in the Gulf Region, II , 241-260.

Guillaume, Y., Dawson, J., Otaye‐Ebede, L., Woods, S., & West, M. (2017). Harnessing demographic differences in organizations: What moderates the effects of workplace diversity? Journal of Organizational Behavior, 38 (2), 276-303.

Hayes, T., Oltman, K., Kaylor, L., & Belgudri, A. (2020). How leaders can become more committed to diversity management. Consulting Psychology Journal: Practice and Research, 72 (4), 247.

Li, Y., Gong, Y., Burmeister, A., Wang, M., Alterman, V., Alonso, A., & Robinson, S. (2021). Leveraging age diversity for organizational performance: An intellectual capital perspective. Journal of Applied Psychology, 106 (1), 71.

Seliverstova, Y. (2021). Workforce diversity management: a systematic literature review. Strategic Management, 26 (2), 3-11.

Sippola, A. (2014). Essays on human resource management perspectives on diversity management. Vaasan yliopisto.

Staniec, I., & Zakrzewska-Bielawska, A. (2010). Organizational structure in the view of single business concentration and diversification strategies—empirical study results. Recent advances in management, marketing, finances. WSEAS Press, Penang, Malaysia .

Yadav, S., & Lenka, U. (2020). Diversity management: a systematic review. Equality, Diversity and Inclusion: An International Journal .

Yang, Y., & Konrad, A. (2011). Understanding diversity management practices: Implications of institutional theory and resource-based theory. Group & Organization Management, 36 (1), 6-38.

FAQs About Research Methods for Dissertations

What is the difference between research methodology and research methods.

Research methodology helps you conduct your research in the right direction, validates the results of your research and makes sure that the study you are conducting answers the set research questions.

Research methods are the techniques and procedures used for conducting research. Choosing the right research method for your writing is an important aspect of the research process.

What are the types of research methods?

The types of research methods include:

•     Experimental research methods.
•     Descriptive research methods
•     Historical Research methods

What is a quantitative research method?

Quantitative research is associated with numerical data or data that can be measured. It is used to study a large group of population. The information is gathered by performing statistical, mathematical, or computational techniques.

What is a qualitative research method?

It is a type of scientific research where a researcher collects evidence to seek answers to a question . It is associated with studying human behavior from an informative perspective. It aims at obtaining in-depth details of the problem.

What is meant by mixed methods research?

Mixed methods of research involve:

• There could be more than one stage of research. Depending on the research topic, occasionally, it would be more appropriate to perform qualitative research in the first stage to figure out and investigate a problem to unveil key themes; and conduct quantitative research in stage two of the process for measuring relationships between the themes.

You May Also Like

This article presents the key advantages and disadvantages of secondary research so you can select the most appropriate research approach for your study.

Quantitative research is associated with measurable numerical data. Qualitative research is where a researcher collects evidence to seek answers to a question.

A meta-analysis is a formal, epidemiological, quantitative study design that uses statistical methods to generalise the findings of the selected independent studies.

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on August 25, 2022 by Shona McCombes and Tegan George. Revised on September 5, 2024.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation , or research paper , the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic .

It should include:

• The type of research you conducted
• How you collected and analyzed your data
• Any tools or materials you used in the research
• How you mitigated or avoided research biases
• Why you chose these methods
• Your methodology section should generally be written in the past tense . Our grammar checker can help ensure consistency in your writing.
• Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
• Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, other interesting articles, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

• Aim to describe the characteristics of something?
• Explore an under-researched topic?
• Establish a causal relationship?

And what type of data did you need to achieve this aim?

• Quantitative data , qualitative data , or a mix of both?
• Primary data collected yourself, or secondary data collected by someone else?
• Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

• Why is this the best way to answer your research question?
• Is this a standard methodology in your field, or does it require justification?
• Were there any ethical considerations involved in your choices?
• What are the criteria for validity and reliability in this type of research ? How did you prevent bias from affecting your data?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalizable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalized your concepts and measured your variables. Discuss your sampling method or inclusion and exclusion criteria , as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

• How did you design the questionnaire?
• What form did your questions take (e.g., multiple choice, Likert scale )?
• Were your surveys conducted in-person or virtually?
• What sampling method did you use to select participants?
• What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

• How did you design the experiment ?
• How did you recruit participants?
• How did you manipulate and measure the variables ?
• What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

• Where did you source the material?
• How was the data originally produced?
• What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on July 4–8, 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

• Information bias
• Omitted variable bias
• Regression to the mean
• Survivorship bias
• Undercoverage bias
• Sampling bias

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

• How did you find and select participants?
• How many participants took part?
• What form did the interviews take ( structured , semi-structured , or unstructured )?
• How long were the interviews?
• How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

• What group or community did you observe? How long did you spend there?
• How did you gain access to this group? What role did you play in the community?
• How long did you spend conducting the research? Where was it located?
• How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

• What type of materials did you analyze?
• How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness store’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

• The Hawthorne effect
• Observer bias
• The placebo effect
• Response bias and Nonresponse bias
• The Pygmalion effect
• Recall bias
• Social desirability bias
• Self-selection bias

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods.

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Next, you should indicate how you processed and analyzed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

• How you prepared the data before analyzing it (e.g., checking for missing data , removing outliers , transforming variables)
• Which software you used (e.g., SPSS, Stata or R)
• Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

• Content analysis : Categorizing and discussing the meaning of words, phrases and sentences
• Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
• Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

• Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviors, but they are effective for testing causal relationships between variables .
• Qualitative: Unstructured interviews usually produce results that cannot be generalized beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
• Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalizable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

• Show that you followed established practice for your type of research
• Discuss how you decided on your approach by evaluating existing research
• Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

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.

• Normal distribution
• Measures of central tendency
• Chi square tests
• Confidence interval
• Quartiles & Quantiles

Methodology

• Cluster sampling
• Stratified sampling
• Thematic analysis
• Cohort study
• Peer review
• Ethnography

Research bias

• Implicit bias
• Cognitive bias
• Conformity bias
• Hawthorne effect
• Availability heuristic
• Attrition bias

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

In a scientific paper, the methodology always comes after the introduction and before the results , discussion and conclusion . The same basic structure also applies to a thesis, dissertation , or research proposal .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Reliability and validity are both about how well a method measures something:

• Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
• Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

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Research Methodology – Types, Examples and writing Guide

Table of Contents

Research Methodology

Definition:

Research Methodology refers to the systematic and scientific approach used to conduct research, investigate problems, and gather data and information for a specific purpose. It involves the techniques and procedures used to identify, collect , analyze , and interpret data to answer research questions or solve research problems . Moreover, They are philosophical and theoretical frameworks that guide the research process.

Structure of Research Methodology

Research methodology formats can vary depending on the specific requirements of the research project, but the following is a basic example of a structure for a research methodology section:

I. Introduction

• Provide an overview of the research problem and the need for a research methodology section
• Outline the main research questions and objectives

II. Research Design

• Explain the research design chosen and why it is appropriate for the research question(s) and objectives
• Discuss any alternative research designs considered and why they were not chosen
• Describe the research setting and participants (if applicable)

III. Data Collection Methods

• Describe the methods used to collect data (e.g., surveys, interviews, observations)
• Explain how the data collection methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or instruments used for data collection

IV. Data Analysis Methods

• Describe the methods used to analyze the data (e.g., statistical analysis, content analysis )
• Explain how the data analysis methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or software used for data analysis

V. Ethical Considerations

• Discuss any ethical issues that may arise from the research and how they were addressed
• Explain how informed consent was obtained (if applicable)
• Detail any measures taken to ensure confidentiality and anonymity

VI. Limitations

• Identify any potential limitations of the research methodology and how they may impact the results and conclusions

VII. Conclusion

• Summarize the key aspects of the research methodology section
• Explain how the research methodology addresses the research question(s) and objectives

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

This is a research methodology that involves the collection and analysis of numerical data using statistical methods. This type of research is often used to study cause-and-effect relationships and to make predictions.

Qualitative Research Methodology

This is a research methodology that involves the collection and analysis of non-numerical data such as words, images, and observations. This type of research is often used to explore complex phenomena, to gain an in-depth understanding of a particular topic, and to generate hypotheses.

Mixed-Methods Research Methodology

This is a research methodology that combines elements of both quantitative and qualitative research. This approach can be particularly useful for studies that aim to explore complex phenomena and to provide a more comprehensive understanding of a particular topic.

Case Study Research Methodology

This is a research methodology that involves in-depth examination of a single case or a small number of cases. Case studies are often used in psychology, sociology, and anthropology to gain a detailed understanding of a particular individual or group.

Action Research Methodology

This is a research methodology that involves a collaborative process between researchers and practitioners to identify and solve real-world problems. Action research is often used in education, healthcare, and social work.

Experimental Research Methodology

This is a research methodology that involves the manipulation of one or more independent variables to observe their effects on a dependent variable. Experimental research is often used to study cause-and-effect relationships and to make predictions.

Survey Research Methodology

This is a research methodology that involves the collection of data from a sample of individuals using questionnaires or interviews. Survey research is often used to study attitudes, opinions, and behaviors.

Grounded Theory Research Methodology

This is a research methodology that involves the development of theories based on the data collected during the research process. Grounded theory is often used in sociology and anthropology to generate theories about social phenomena.

Research Methodology Example

An Example of Research Methodology could be the following:

Research Methodology for Investigating the Effectiveness of Cognitive Behavioral Therapy in Reducing Symptoms of Depression in Adults

Introduction:

The aim of this research is to investigate the effectiveness of cognitive-behavioral therapy (CBT) in reducing symptoms of depression in adults. To achieve this objective, a randomized controlled trial (RCT) will be conducted using a mixed-methods approach.

Research Design:

The study will follow a pre-test and post-test design with two groups: an experimental group receiving CBT and a control group receiving no intervention. The study will also include a qualitative component, in which semi-structured interviews will be conducted with a subset of participants to explore their experiences of receiving CBT.

Participants:

Participants will be recruited from community mental health clinics in the local area. The sample will consist of 100 adults aged 18-65 years old who meet the diagnostic criteria for major depressive disorder. Participants will be randomly assigned to either the experimental group or the control group.

Intervention :

The experimental group will receive 12 weekly sessions of CBT, each lasting 60 minutes. The intervention will be delivered by licensed mental health professionals who have been trained in CBT. The control group will receive no intervention during the study period.

Data Collection:

Quantitative data will be collected through the use of standardized measures such as the Beck Depression Inventory-II (BDI-II) and the Generalized Anxiety Disorder-7 (GAD-7). Data will be collected at baseline, immediately after the intervention, and at a 3-month follow-up. Qualitative data will be collected through semi-structured interviews with a subset of participants from the experimental group. The interviews will be conducted at the end of the intervention period, and will explore participants’ experiences of receiving CBT.

Data Analysis:

Quantitative data will be analyzed using descriptive statistics, t-tests, and mixed-model analyses of variance (ANOVA) to assess the effectiveness of the intervention. Qualitative data will be analyzed using thematic analysis to identify common themes and patterns in participants’ experiences of receiving CBT.

Ethical Considerations:

This study will comply with ethical guidelines for research involving human subjects. Participants will provide informed consent before participating in the study, and their privacy and confidentiality will be protected throughout the study. Any adverse events or reactions will be reported and managed appropriately.

Data Management:

All data collected will be kept confidential and stored securely using password-protected databases. Identifying information will be removed from qualitative data transcripts to ensure participants’ anonymity.

Limitations:

One potential limitation of this study is that it only focuses on one type of psychotherapy, CBT, and may not generalize to other types of therapy or interventions. Another limitation is that the study will only include participants from community mental health clinics, which may not be representative of the general population.

Conclusion:

This research aims to investigate the effectiveness of CBT in reducing symptoms of depression in adults. By using a randomized controlled trial and a mixed-methods approach, the study will provide valuable insights into the mechanisms underlying the relationship between CBT and depression. The results of this study will have important implications for the development of effective treatments for depression in clinical settings.

How to Write Research Methodology

Writing a research methodology involves explaining the methods and techniques you used to conduct research, collect data, and analyze results. It’s an essential section of any research paper or thesis, as it helps readers understand the validity and reliability of your findings. Here are the steps to write a research methodology:

• Start by explaining your research question: Begin the methodology section by restating your research question and explaining why it’s important. This helps readers understand the purpose of your research and the rationale behind your methods.
• Describe your research design: Explain the overall approach you used to conduct research. This could be a qualitative or quantitative research design, experimental or non-experimental, case study or survey, etc. Discuss the advantages and limitations of the chosen design.
• Discuss your sample: Describe the participants or subjects you included in your study. Include details such as their demographics, sampling method, sample size, and any exclusion criteria used.
• Describe your data collection methods : Explain how you collected data from your participants. This could include surveys, interviews, observations, questionnaires, or experiments. Include details on how you obtained informed consent, how you administered the tools, and how you minimized the risk of bias.
• Explain your data analysis techniques: Describe the methods you used to analyze the data you collected. This could include statistical analysis, content analysis, thematic analysis, or discourse analysis. Explain how you dealt with missing data, outliers, and any other issues that arose during the analysis.
• Discuss the validity and reliability of your research : Explain how you ensured the validity and reliability of your study. This could include measures such as triangulation, member checking, peer review, or inter-coder reliability.
• Acknowledge any limitations of your research: Discuss any limitations of your study, including any potential threats to validity or generalizability. This helps readers understand the scope of your findings and how they might apply to other contexts.
• Provide a summary: End the methodology section by summarizing the methods and techniques you used to conduct your research. This provides a clear overview of your research methodology and helps readers understand the process you followed to arrive at your findings.

When to Write Research Methodology

Research methodology is typically written after the research proposal has been approved and before the actual research is conducted. It should be written prior to data collection and analysis, as it provides a clear roadmap for the research project.

The research methodology is an important section of any research paper or thesis, as it describes the methods and procedures that will be used to conduct the research. It should include details about the research design, data collection methods, data analysis techniques, and any ethical considerations.

The methodology should be written in a clear and concise manner, and it should be based on established research practices and standards. It is important to provide enough detail so that the reader can understand how the research was conducted and evaluate the validity of the results.

Applications of Research Methodology

Here are some of the applications of research methodology:

• To identify the research problem: Research methodology is used to identify the research problem, which is the first step in conducting any research.
• To design the research: Research methodology helps in designing the research by selecting the appropriate research method, research design, and sampling technique.
• To collect data: Research methodology provides a systematic approach to collect data from primary and secondary sources.
• To analyze data: Research methodology helps in analyzing the collected data using various statistical and non-statistical techniques.
• To test hypotheses: Research methodology provides a framework for testing hypotheses and drawing conclusions based on the analysis of data.
• To generalize findings: Research methodology helps in generalizing the findings of the research to the target population.
• To develop theories : Research methodology is used to develop new theories and modify existing theories based on the findings of the research.
• To evaluate programs and policies : Research methodology is used to evaluate the effectiveness of programs and policies by collecting data and analyzing it.
• To improve decision-making: Research methodology helps in making informed decisions by providing reliable and valid data.

Purpose of Research Methodology

Research methodology serves several important purposes, including:

• To guide the research process: Research methodology provides a systematic framework for conducting research. It helps researchers to plan their research, define their research questions, and select appropriate methods and techniques for collecting and analyzing data.
• To ensure research quality: Research methodology helps researchers to ensure that their research is rigorous, reliable, and valid. It provides guidelines for minimizing bias and error in data collection and analysis, and for ensuring that research findings are accurate and trustworthy.
• To replicate research: Research methodology provides a clear and detailed account of the research process, making it possible for other researchers to replicate the study and verify its findings.
• To advance knowledge: Research methodology enables researchers to generate new knowledge and to contribute to the body of knowledge in their field. It provides a means for testing hypotheses, exploring new ideas, and discovering new insights.
• To inform decision-making: Research methodology provides evidence-based information that can inform policy and decision-making in a variety of fields, including medicine, public health, education, and business.

Advantages of Research Methodology

Research methodology has several advantages that make it a valuable tool for conducting research in various fields. Here are some of the key advantages of research methodology:

• Systematic and structured approach : Research methodology provides a systematic and structured approach to conducting research, which ensures that the research is conducted in a rigorous and comprehensive manner.
• Objectivity : Research methodology aims to ensure objectivity in the research process, which means that the research findings are based on evidence and not influenced by personal bias or subjective opinions.
• Replicability : Research methodology ensures that research can be replicated by other researchers, which is essential for validating research findings and ensuring their accuracy.
• Reliability : Research methodology aims to ensure that the research findings are reliable, which means that they are consistent and can be depended upon.
• Validity : Research methodology ensures that the research findings are valid, which means that they accurately reflect the research question or hypothesis being tested.
• Efficiency : Research methodology provides a structured and efficient way of conducting research, which helps to save time and resources.
• Flexibility : Research methodology allows researchers to choose the most appropriate research methods and techniques based on the research question, data availability, and other relevant factors.
• Scope for innovation: Research methodology provides scope for innovation and creativity in designing research studies and developing new research techniques.

Research Methodology Vs Research Methods

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on 25 February 2019 by Shona McCombes . Revised on 10 October 2022.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation, or research paper, the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research.

It should include:

• The type of research you conducted
• How you collected and analysed your data
• Any tools or materials you used in the research
• Why you chose these methods
• Your methodology section should generally be written in the past tense .
• Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
• Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

• Aim to describe the characteristics of something?
• Explore an under-researched topic?
• Establish a causal relationship?

And what type of data did you need to achieve this aim?

• Quantitative data , qualitative data , or a mix of both?
• Primary data collected yourself, or secondary data collected by someone else?
• Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

• Why is this the best way to answer your research question?
• Is this a standard methodology in your field, or does it require justification?
• Were there any ethical considerations involved in your choices?
• What are the criteria for validity and reliability in this type of research ?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalisable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalised your concepts and measured your variables. Discuss your sampling method or inclusion/exclusion criteria, as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

• How did you design the questionnaire?
• What form did your questions take (e.g., multiple choice, Likert scale )?
• Were your surveys conducted in-person or virtually?
• What sampling method did you use to select participants?
• What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

• How did you design the experiment ?
• How did you recruit participants?
• How did you manipulate and measure the variables ?
• What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

• Where did you source the material?
• How was the data originally produced?
• What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on 4–8 July 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

• How did you find and select participants?
• How many participants took part?
• What form did the interviews take ( structured , semi-structured , or unstructured )?
• How long were the interviews?
• How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

• What group or community did you observe? How long did you spend there?
• How did you gain access to this group? What role did you play in the community?
• How long did you spend conducting the research? Where was it located?
• How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

• What type of materials did you analyse?
• How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness shop’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods here.

Next, you should indicate how you processed and analysed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

• How you prepared the data before analysing it (e.g., checking for missing data , removing outliers , transforming variables)
• Which software you used (e.g., SPSS, Stata or R)
• Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

• Content analysis : Categorising and discussing the meaning of words, phrases and sentences
• Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
• Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

• Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviours, but they are effective for testing causal relationships between variables .
• Qualitative: Unstructured interviews usually produce results that cannot be generalised beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
• Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalisable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives  and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

• Show that you followed established practice for your type of research
• Discuss how you decided on your approach by evaluating existing research
• Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

Methodology refers to the overarching strategy and rationale of your research. Developing your methodology involves studying the research methods used in your field and the theories or principles that underpin them, in order to choose the approach that best matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. interviews, experiments , surveys , statistical tests ).

In a dissertation or scientific paper, the methodology chapter or methods section comes after the introduction and before the results , discussion and conclusion .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

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How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

By: Derek Jansen (MBA). Expert Reviewed By: Dr Eunice Rautenbach | June 2021

Without a doubt, one of the most common questions we receive at Grad Coach is “ How do I choose the right methodology for my research? ”. It’s easy to see why – with so many options on the research design table, it’s easy to get intimidated, especially with all the complex lingo!

In this post, we’ll explain the three overarching types of research – qualitative, quantitative and mixed methods – and how you can go about choosing the best methodological approach for your research.

Overview: Choosing Your Methodology

Understanding the options – Qualitative research – Quantitative research – Mixed methods-based research

Choosing a research methodology – Nature of the research – Research area norms – Practicalities

1. Understanding the options

Before we jump into the question of how to choose a research methodology, it’s useful to take a step back to understand the three overarching types of research – qualitative , quantitative and mixed methods -based research. Each of these options takes a different methodological approach.

Qualitative research utilises data that is not numbers-based. In other words, qualitative research focuses on words , descriptions , concepts or ideas – while quantitative research makes use of numbers and statistics. Qualitative research investigates the “softer side” of things to explore and describe, while quantitative research focuses on the “hard numbers”, to measure differences between variables and the relationships between them.

Importantly, qualitative research methods are typically used to explore and gain a deeper understanding of the complexity of a situation – to draw a rich picture . In contrast to this, quantitative methods are usually used to confirm or test hypotheses . In other words, they have distinctly different purposes. The table below highlights a few of the key differences between qualitative and quantitative research – you can learn more about the differences here.

• Uses an inductive approach
• Is used to build theories
• Takes a subjective approach
• Adopts an open and flexible approach
• The researcher is close to the respondents
• Interviews and focus groups are oftentimes used to collect word-based data.
• Generally, draws on small sample sizes
• Uses qualitative data analysis techniques (e.g. content analysis , thematic analysis , etc)
• Uses a deductive approach
• Is used to test theories
• Takes an objective approach
• Adopts a closed, highly planned approach
• The research is disconnected from respondents
• Surveys or laboratory equipment are often used to collect number-based data.
• Generally, requires large sample sizes
• Uses statistical analysis techniques to make sense of the data

Mixed methods -based research, as you’d expect, attempts to bring these two types of research together, drawing on both qualitative and quantitative data. Quite often, mixed methods-based studies will use qualitative research to explore a situation and develop a potential model of understanding (this is called a conceptual framework), and then go on to use quantitative methods to test that model empirically.

In other words, while qualitative and quantitative methods (and the philosophies that underpin them) are completely different, they are not at odds with each other. It’s not a competition of qualitative vs quantitative. On the contrary, they can be used together to develop a high-quality piece of research. Of course, this is easier said than done, so we usually recommend that first-time researchers stick to a single approach , unless the nature of their study truly warrants a mixed-methods approach.

The key takeaway here, and the reason we started by looking at the three options, is that it’s important to understand that each methodological approach has a different purpose – for example, to explore and understand situations (qualitative), to test and measure (quantitative) or to do both. They’re not simply alternative tools for the same job. 

Right – now that we’ve got that out of the way, let’s look at how you can go about choosing the right methodology for your research.

2. How to choose a research methodology

To choose the right research methodology for your dissertation or thesis, you need to consider three important factors . Based on these three factors, you can decide on your overarching approach – qualitative, quantitative or mixed methods. Once you’ve made that decision, you can flesh out the finer details of your methodology, such as the sampling , data collection methods and analysis techniques (we discuss these separately in other posts ).

The three factors you need to consider are:

• The nature of your research aims, objectives and research questions
• The methodological approaches taken in the existing literature
• Practicalities and constraints

Let’s take a look at each of these.

Factor #1: The nature of your research

As I mentioned earlier, each type of research (and therefore, research methodology), whether qualitative, quantitative or mixed, has a different purpose and helps solve a different type of question. So, it’s logical that the key deciding factor in terms of which research methodology you adopt is the nature of your research aims, objectives and research questions .

But, what types of research exist?

Broadly speaking, research can fall into one of three categories:

• Exploratory – getting a better understanding of an issue and potentially developing a theory regarding it
• Confirmatory – confirming a potential theory or hypothesis by testing it empirically
• A mix of both – building a potential theory or hypothesis and then testing it

As a rule of thumb, exploratory research tends to adopt a qualitative approach , whereas confirmatory research tends to use quantitative methods . This isn’t set in stone, but it’s a very useful heuristic. Naturally then, research that combines a mix of both, or is seeking to develop a theory from the ground up and then test that theory, would utilize a mixed-methods approach.

Let’s look at an example in action.

If your research aims were to understand the perspectives of war veterans regarding certain political matters, you’d likely adopt a qualitative methodology, making use of interviews to collect data and one or more qualitative data analysis methods to make sense of the data.

If, on the other hand, your research aims involved testing a set of hypotheses regarding the link between political leaning and income levels, you’d likely adopt a quantitative methodology, using numbers-based data from a survey to measure the links between variables and/or constructs .

So, the first (and most important thing) thing you need to consider when deciding which methodological approach to use for your research project is the nature of your research aims , objectives and research questions. Specifically, you need to assess whether your research leans in an exploratory or confirmatory direction or involves a mix of both.

The importance of achieving solid alignment between these three factors and your methodology can’t be overstated. If they’re misaligned, you’re going to be forcing a square peg into a round hole. In other words, you’ll be using the wrong tool for the job, and your research will become a disjointed mess.

If your research is a mix of both exploratory and confirmatory, but you have a tight word count limit, you may need to consider trimming down the scope a little and focusing on one or the other. One methodology executed well has a far better chance of earning marks than a poorly executed mixed methods approach. So, don’t try to be a hero, unless there is a very strong underpinning logic.

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Factor #2: The disciplinary norms

Choosing the right methodology for your research also involves looking at the approaches used by other researchers in the field, and studies with similar research aims and objectives to yours. Oftentimes, within a discipline, there is a common methodological approach (or set of approaches) used in studies. While this doesn’t mean you should follow the herd “just because”, you should at least consider these approaches and evaluate their merit within your context.

A major benefit of reviewing the research methodologies used by similar studies in your field is that you can often piggyback on the data collection techniques that other (more experienced) researchers have developed. For example, if you’re undertaking a quantitative study, you can often find tried and tested survey scales with high Cronbach’s alphas. These are usually included in the appendices of journal articles, so you don’t even have to contact the original authors. By using these, you’ll save a lot of time and ensure that your study stands on the proverbial “shoulders of giants” by using high-quality measurement instruments .

Of course, when reviewing existing literature, keep point #1 front of mind. In other words, your methodology needs to align with your research aims, objectives and questions. Don’t fall into the trap of adopting the methodological “norm” of other studies just because it’s popular. Only adopt that which is relevant to your research.

Factor #3: Practicalities

When choosing a research methodology, there will always be a tension between doing what’s theoretically best (i.e., the most scientifically rigorous research design ) and doing what’s practical , given your constraints . This is the nature of doing research and there are always trade-offs, as with anything else.

But what constraints, you ask?

When you’re evaluating your methodological options, you need to consider the following constraints:

• Data access
• Equipment and software
• Your knowledge and skills

Let’s look at each of these.

Constraint #1: Data access

The first practical constraint you need to consider is your access to data . If you’re going to be undertaking primary research , you need to think critically about the sample of respondents you realistically have access to. For example, if you plan to use in-person interviews , you need to ask yourself how many people you’ll need to interview, whether they’ll be agreeable to being interviewed, where they’re located, and so on.

If you’re wanting to undertake a quantitative approach using surveys to collect data, you’ll need to consider how many responses you’ll require to achieve statistically significant results. For many statistical tests, a sample of a few hundred respondents is typically needed to develop convincing conclusions.

So, think carefully about what data you’ll need access to, how much data you’ll need and how you’ll collect it. The last thing you want is to spend a huge amount of time on your research only to find that you can’t get access to the required data.

Constraint #2: Time

The next constraint is time. If you’re undertaking research as part of a PhD, you may have a fairly open-ended time limit, but this is unlikely to be the case for undergrad and Masters-level projects. So, pay attention to your timeline, as the data collection and analysis components of different methodologies have a major impact on time requirements . Also, keep in mind that these stages of the research often take a lot longer than originally anticipated.

Another practical implication of time limits is that it will directly impact which time horizon you can use – i.e. longitudinal vs cross-sectional . For example, if you’ve got a 6-month limit for your entire research project, it’s quite unlikely that you’ll be able to adopt a longitudinal time horizon. 

Constraint #3: Money

As with so many things, money is another important constraint you’ll need to consider when deciding on your research methodology. While some research designs will cost near zero to execute, others may require a substantial budget .

Some of the costs that may arise include:

• Software costs – e.g. survey hosting services, analysis software, etc.
• Promotion costs – e.g. advertising a survey to attract respondents
• Incentive costs – e.g. providing a prize or cash payment incentive to attract respondents
• Equipment rental costs – e.g. recording equipment, lab equipment, etc.
• Travel costs
• Food & beverages

These are just a handful of costs that can creep into your research budget. Like most projects, the actual costs tend to be higher than the estimates, so be sure to err on the conservative side and expect the unexpected. It’s critically important that you’re honest with yourself about these costs, or you could end up getting stuck midway through your project because you’ve run out of money.

Constraint #4: Equipment & software

Another practical consideration is the hardware and/or software you’ll need in order to undertake your research. Of course, this variable will depend on the type of data you’re collecting and analysing. For example, you may need lab equipment to analyse substances, or you may need specific analysis software to analyse statistical data. So, be sure to think about what hardware and/or software you’ll need for each potential methodological approach, and whether you have access to these.

Constraint #5: Your knowledge and skillset

The final practical constraint is a big one. Naturally, the research process involves a lot of learning and development along the way, so you will accrue knowledge and skills as you progress. However, when considering your methodological options, you should still consider your current position on the ladder.

Some of the questions you should ask yourself are:

• Am I more of a “numbers person” or a “words person”?
• How much do I know about the analysis methods I’ll potentially use (e.g. statistical analysis)?
• How much do I know about the software and/or hardware that I’ll potentially use?
• How excited am I to learn new research skills and gain new knowledge?
• How much time do I have to learn the things I need to learn?

Answering these questions honestly will provide you with another set of criteria against which you can evaluate the research methodology options you’ve shortlisted.

So, as you can see, there is a wide range of practicalities and constraints that you need to take into account when you’re deciding on a research methodology. These practicalities create a tension between the “ideal” methodology and the methodology that you can realistically pull off. This is perfectly normal, and it’s your job to find the option that presents the best set of trade-offs.

Recap: Choosing a methodology

In this post, we’ve discussed how to go about choosing a research methodology. The three major deciding factors we looked at were:

• Exploratory
• Confirmatory
• Combination
• Research area norms
• Hardware and software
• Your knowledge and skillset

If you have any questions, feel free to leave a comment below. If you’d like a helping hand with your research methodology, check out our 1-on-1 research coaching service , or book a free consultation with a friendly Grad Coach.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

10 Comments

Very useful and informative especially for beginners

Nice article! I’m a beginner in the field of cybersecurity research. I am a Telecom and Network Engineer and Also aiming for PhD scholarship.

I find the article very informative especially for my decitation it has been helpful and an eye opener.

Hi I am Anna ,

I am a PHD candidate in the area of cyber security, maybe we can link up

The Examples shows by you, for sure they are really direct me and others to knows and practices the Research Design and prepration.

I found the post very informative and practical.

I struggle so much with designs of the research for sure!

I’m the process of constructing my research design and I want to know if the data analysis I plan to present in my thesis defense proposal possibly change especially after I gathered the data already.

Thank you so much this site is such a life saver. How I wish 1-1 coaching is available in our country but sadly it’s not.

Thank you very much for this inspiring and eye-opening post. I have a model for research methodology–CEC = Confirmatory, Explanatory, and Combination. Please, I am working on a research topic, “Impact of PhET Simulations on the Performance and Interest of Junior Secondary School in Elementary Algebra: A case study of XYZ School.” Please, I have decided to use a Quasi-Experimental Design and hoping to use mixed method for data analysis. Is this a correct decision.

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