how to write methods for thesis

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• How to Write Your Methods

Ensure understanding, reproducibility and replicability

What should you include in your methods section, and how much detail is appropriate?

Why Methods Matter

The methods section was once the most likely part of a paper to be unfairly abbreviated, overly summarized, or even relegated to hard-to-find sections of a publisher’s website. While some journals may responsibly include more detailed elements of methods in supplementary sections, the movement for increased reproducibility and rigor in science has reinstated the importance of the methods section. Methods are now viewed as a key element in establishing the credibility of the research being reported, alongside the open availability of data and results.

A clear methods section impacts editorial evaluation and readers’ understanding, and is also the backbone of transparency and replicability.

For example, the Reproducibility Project: Cancer Biology project set out in 2013 to replicate experiments from 50 high profile cancer papers, but revised their target to 18 papers once they understood how much methodological detail was not contained in the original papers.

What to include in your methods section

What you include in your methods sections depends on what field you are in and what experiments you are performing. However, the general principle in place at the majority of journals is summarized well by the guidelines at PLOS ONE : “The Materials and Methods section should provide enough detail to allow suitably skilled investigators to fully replicate your study. ” The emphases here are deliberate: the methods should enable readers to understand your paper, and replicate your study. However, there is no need to go into the level of detail that a lay-person would require—the focus is on the reader who is also trained in your field, with the suitable skills and knowledge to attempt a replication.

A constant principle of rigorous science

A methods section that enables other researchers to understand and replicate your results is a constant principle of rigorous, transparent, and Open Science. Aim to be thorough, even if a particular journal doesn’t require the same level of detail . Reproducibility is all of our responsibility. You cannot create any problems by exceeding a minimum standard of information. If a journal still has word-limits—either for the overall article or specific sections—and requires some methodological details to be in a supplemental section, that is OK as long as the extra details are searchable and findable .

Imagine replicating your own work, years in the future

As part of PLOS’ presentation on Reproducibility and Open Publishing (part of UCSF’s Reproducibility Series ) we recommend planning the level of detail in your methods section by imagining you are writing for your future self, replicating your own work. When you consider that you might be at a different institution, with different account logins, applications, resources, and access levels—you can help yourself imagine the level of specificity that you yourself would require to redo the exact experiment. Consider:

• Which details would you need to be reminded of? 
• Which cell line, or antibody, or software, or reagent did you use, and does it have a Research Resource ID (RRID) that you can cite?
• Which version of a questionnaire did you use in your survey? 
• Exactly which visual stimulus did you show participants, and is it publicly available? 
• What participants did you decide to exclude? 
• What process did you adjust, during your work? 

Tip: Be sure to capture any changes to your protocols

You yourself would want to know about any adjustments, if you ever replicate the work, so you can surmise that anyone else would want to as well. Even if a necessary adjustment you made was not ideal, transparency is the key to ensuring this is not regarded as an issue in the future. It is far better to transparently convey any non-optimal methods, or methodological constraints, than to conceal them, which could result in reproducibility or ethical issues downstream.

Visual aids for methods help when reading the whole paper

Consider whether a visual representation of your methods could be appropriate or aid understanding your process. A visual reference readers can easily return to, like a flow-diagram, decision-tree, or checklist, can help readers to better understand the complete article, not just the methods section.

Ethical Considerations

In addition to describing what you did, it is just as important to assure readers that you also followed all relevant ethical guidelines when conducting your research. While ethical standards and reporting guidelines are often presented in a separate section of a paper, ensure that your methods and protocols actually follow these guidelines. Read more about ethics .

Existing standards, checklists, guidelines, partners

While the level of detail contained in a methods section should be guided by the universal principles of rigorous science outlined above, various disciplines, fields, and projects have worked hard to design and develop consistent standards, guidelines, and tools to help with reporting all types of experiment. Below, you’ll find some of the key initiatives. Ensure you read the submission guidelines for the specific journal you are submitting to, in order to discover any further journal- or field-specific policies to follow, or initiatives/tools to utilize.

Tip: Keep your paper moving forward by providing the proper paperwork up front

Be sure to check the journal guidelines and provide the necessary documents with your manuscript submission. Collecting the necessary documentation can greatly slow the first round of peer review, or cause delays when you submit your revision.

Randomized Controlled Trials – CONSORT The Consolidated Standards of Reporting Trials (CONSORT) project covers various initiatives intended to prevent the problems of  inadequate reporting of randomized controlled trials. The primary initiative is an evidence-based minimum set of recommendations for reporting randomized trials known as the CONSORT Statement . 

Systematic Reviews and Meta-Analyses – PRISMA The Preferred Reporting Items for Systematic Reviews and Meta-Analyses ( PRISMA ) is an evidence-based minimum set of items focusing  on the reporting of  reviews evaluating randomized trials and other types of research.

Research using Animals – ARRIVE The Animal Research: Reporting of In Vivo Experiments ( ARRIVE ) guidelines encourage maximizing the information reported in research using animals thereby minimizing unnecessary studies. (Original study and proposal , and updated guidelines , in PLOS Biology .) 

Laboratory Protocols Protocols.io has developed a platform specifically for the sharing and updating of laboratory protocols , which are assigned their own DOI and can be linked from methods sections of papers to enhance reproducibility. Contextualize your protocol and improve discovery with an accompanying Lab Protocol article in PLOS ONE .

Consistent reporting of Materials, Design, and Analysis – the MDAR checklist A cross-publisher group of editors and experts have developed, tested, and rolled out a checklist to help establish and harmonize reporting standards in the Life Sciences . The checklist , which is available for use by authors to compile their methods, and editors/reviewers to check methods, establishes a minimum set of requirements in transparent reporting and is adaptable to any discipline within the Life Sciences, by covering a breadth of potentially relevant methodological items and considerations. If you are in the Life Sciences and writing up your methods section, try working through the MDAR checklist and see whether it helps you include all relevant details into your methods, and whether it reminded you of anything you might have missed otherwise.

Summary Writing tips

The main challenge you may find when writing your methods is keeping it readable AND covering all the details needed for reproducibility and replicability. While this is difficult, do not compromise on rigorous standards for credibility!

• Keep in mind future replicability, alongside understanding and readability.
• Follow checklists, and field- and journal-specific guidelines.
• Consider a commitment to rigorous and transparent science a personal responsibility, and not just adhering to journal guidelines.
• Establish whether there are persistent identifiers for any research resources you use that can be specifically cited in your methods section.
• Deposit your laboratory protocols in Protocols.io, establishing a permanent link to them. You can update your protocols later if you improve on them, as can future scientists who follow your protocols.
• Consider visual aids like flow-diagrams, lists, to help with reading other sections of the paper.
• Be specific about all decisions made during the experiments that someone reproducing your work would need to know.

Don’t

• Summarize or abbreviate methods without giving full details in a discoverable supplemental section.
• Presume you will always be able to remember how you performed the experiments, or have access to private or institutional notebooks and resources.
• Attempt to hide constraints or non-optimal decisions you had to make–transparency is the key to ensuring the credibility of your research.
• How to Write a Great Title
• How to Write an Abstract
• How to Report Statistics
• How to Write Discussions and Conclusions
• How to Edit Your Work

The contents of the Peer Review Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

The contents of the Writing Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

There’s a lot to consider when deciding where to submit your work. Learn how to choose a journal that will help your study reach its audience, while reflecting your values as a researcher…

How To Write The Methodology Chapter

The what, why & how explained simply (with examples).

By: Jenna Crossley (PhD) | Reviewed By: Dr. Eunice Rautenbach | September 2021 (Updated April 2023)

So, you’ve pinned down your research topic and undertaken a review of the literature – now it’s time to write up the methodology section of your dissertation, thesis or research paper . But what exactly is the methodology chapter all about – and how do you go about writing one? In this post, we’ll unpack the topic, step by step .

Overview: The Methodology Chapter

• The purpose  of the methodology chapter
• Why you need to craft this chapter (really) well
• How to write and structure the chapter
• Methodology chapter example
• Essential takeaways

What (exactly) is the methodology chapter?

The methodology chapter is where you outline the philosophical underpinnings of your research and outline the specific methodological choices you’ve made. The point of the methodology chapter is to tell the reader exactly how you designed your study and, just as importantly, why you did it this way.

Importantly, this chapter should comprehensively describe and justify all the methodological choices you made in your study. For example, the approach you took to your research (i.e., qualitative, quantitative or mixed), who  you collected data from (i.e., your sampling strategy), how you collected your data and, of course, how you analysed it. If that sounds a little intimidating, don’t worry – we’ll explain all these methodological choices in this post .

Why is the methodology chapter important?

The methodology chapter plays two important roles in your dissertation or thesis:

Firstly, it demonstrates your understanding of research theory, which is what earns you marks. A flawed research design or methodology would mean flawed results. So, this chapter is vital as it allows you to show the marker that you know what you’re doing and that your results are credible .

Secondly, the methodology chapter is what helps to make your study replicable. In other words, it allows other researchers to undertake your study using the same methodological approach, and compare their findings to yours. This is very important within academic research, as each study builds on previous studies.

The methodology chapter is also important in that it allows you to identify and discuss any methodological issues or problems you encountered (i.e., research limitations ), and to explain how you mitigated the impacts of these. Every research project has its limitations , so it’s important to acknowledge these openly and highlight your study’s value despite its limitations . Doing so demonstrates your understanding of research design, which will earn you marks. We’ll discuss limitations in a bit more detail later in this post, so stay tuned!

Need a helping hand?

How to write up the methodology chapter

First off, it’s worth noting that the exact structure and contents of the methodology chapter will vary depending on the field of research (e.g., humanities, chemistry or engineering) as well as the university . So, be sure to always check the guidelines provided by your institution for clarity and, if possible, review past dissertations from your university. Here we’re going to discuss a generic structure for a methodology chapter typically found in the sciences.

Before you start writing, it’s always a good idea to draw up a rough outline to guide your writing. Don’t just start writing without knowing what you’ll discuss where. If you do, you’ll likely end up with a disjointed, ill-flowing narrative . You’ll then waste a lot of time rewriting in an attempt to try to stitch all the pieces together. Do yourself a favour and start with the end in mind .

Section 1 – Introduction

As with all chapters in your dissertation or thesis, the methodology chapter should have a brief introduction. In this section, you should remind your readers what the focus of your study is, especially the research aims . As we’ve discussed many times on the blog, your methodology needs to align with your research aims, objectives and research questions. Therefore, it’s useful to frontload this component to remind the reader (and yourself!) what you’re trying to achieve.

In this section, you can also briefly mention how you’ll structure the chapter. This will help orient the reader and provide a bit of a roadmap so that they know what to expect. You don’t need a lot of detail here – just a brief outline will do.

Section 2 – The Methodology

The next section of your chapter is where you’ll present the actual methodology. In this section, you need to detail and justify the key methodological choices you’ve made in a logical, intuitive fashion. Importantly, this is the heart of your methodology chapter, so you need to get specific – don’t hold back on the details here. This is not one of those “less is more” situations.

Let’s take a look at the most common components you’ll likely need to cover. 

Methodological Choice #1 – Research Philosophy

Research philosophy refers to the underlying beliefs (i.e., the worldview) regarding how data about a phenomenon should be gathered , analysed and used . The research philosophy will serve as the core of your study and underpin all of the other research design choices, so it’s critically important that you understand which philosophy you’ll adopt and why you made that choice. If you’re not clear on this, take the time to get clarity before you make any further methodological choices.

While several research philosophies exist, two commonly adopted ones are positivism and interpretivism . These two sit roughly on opposite sides of the research philosophy spectrum.

Positivism states that the researcher can observe reality objectively and that there is only one reality, which exists independently of the observer. As a consequence, it is quite commonly the underlying research philosophy in quantitative studies and is oftentimes the assumed philosophy in the physical sciences.

Contrasted with this, interpretivism , which is often the underlying research philosophy in qualitative studies, assumes that the researcher performs a role in observing the world around them and that reality is unique to each observer . In other words, reality is observed subjectively .

These are just two philosophies (there are many more), but they demonstrate significantly different approaches to research and have a significant impact on all the methodological choices. Therefore, it’s vital that you clearly outline and justify your research philosophy at the beginning of your methodology chapter, as it sets the scene for everything that follows.

Methodological Choice #2 – Research Type

The next thing you would typically discuss in your methodology section is the research type. The starting point for this is to indicate whether the research you conducted is inductive or deductive .

Inductive research takes a bottom-up approach , where the researcher begins with specific observations or data and then draws general conclusions or theories from those observations. Therefore these studies tend to be exploratory in terms of approach.

Conversely , d eductive research takes a top-down approach , where the researcher starts with a theory or hypothesis and then tests it using specific observations or data. Therefore these studies tend to be confirmatory in approach.

Related to this, you’ll need to indicate whether your study adopts a qualitative, quantitative or mixed  approach. As we’ve mentioned, there’s a strong link between this choice and your research philosophy, so make sure that your choices are tightly aligned . When you write this section up, remember to clearly justify your choices, as they form the foundation of your study.

Methodological Choice #3 – Research Strategy

Next, you’ll need to discuss your research strategy (also referred to as a research design ). This methodological choice refers to the broader strategy in terms of how you’ll conduct your research, based on the aims of your study.

Several research strategies exist, including experimental , case studies , ethnography , grounded theory, action research , and phenomenology . Let’s take a look at two of these, experimental and ethnographic, to see how they contrast.

Experimental research makes use of the scientific method , where one group is the control group (in which no variables are manipulated ) and another is the experimental group (in which a specific variable is manipulated). This type of research is undertaken under strict conditions in a controlled, artificial environment (e.g., a laboratory). By having firm control over the environment, experimental research typically allows the researcher to establish causation between variables. Therefore, it can be a good choice if you have research aims that involve identifying causal relationships.

Ethnographic research , on the other hand, involves observing and capturing the experiences and perceptions of participants in their natural environment (for example, at home or in the office). In other words, in an uncontrolled environment.  Naturally, this means that this research strategy would be far less suitable if your research aims involve identifying causation, but it would be very valuable if you’re looking to explore and examine a group culture, for example.

As you can see, the right research strategy will depend largely on your research aims and research questions – in other words, what you’re trying to figure out. Therefore, as with every other methodological choice, it’s essential to justify why you chose the research strategy you did.

Methodological Choice #4 – Time Horizon

The next thing you’ll need to detail in your methodology chapter is the time horizon. There are two options here: cross-sectional and longitudinal . In other words, whether the data for your study were all collected at one point in time (cross-sectional) or at multiple points in time (longitudinal).

The choice you make here depends again on your research aims, objectives and research questions. If, for example, you aim to assess how a specific group of people’s perspectives regarding a topic change over time , you’d likely adopt a longitudinal time horizon.

Another important factor to consider is simply whether you have the time necessary to adopt a longitudinal approach (which could involve collecting data over multiple months or even years). Oftentimes, the time pressures of your degree program will force your hand into adopting a cross-sectional time horizon, so keep this in mind.

Methodological Choice #5 – Sampling Strategy

Next, you’ll need to discuss your sampling strategy . There are two main categories of sampling, probability and non-probability sampling.

Probability sampling involves a random (and therefore representative) selection of participants from a population, whereas non-probability sampling entails selecting participants in a non-random  (and therefore non-representative) manner. For example, selecting participants based on ease of access (this is called a convenience sample).

The right sampling approach depends largely on what you’re trying to achieve in your study. Specifically, whether you trying to develop findings that are generalisable to a population or not. Practicalities and resource constraints also play a large role here, as it can oftentimes be challenging to gain access to a truly random sample. In the video below, we explore some of the most common sampling strategies.

Methodological Choice #6 – Data Collection Method

Next up, you’ll need to explain how you’ll go about collecting the necessary data for your study. Your data collection method (or methods) will depend on the type of data that you plan to collect – in other words, qualitative or quantitative data.

Typically, quantitative research relies on surveys , data generated by lab equipment, analytics software or existing datasets. Qualitative research, on the other hand, often makes use of collection methods such as interviews , focus groups , participant observations, and ethnography.

So, as you can see, there is a tight link between this section and the design choices you outlined in earlier sections. Strong alignment between these sections, as well as your research aims and questions is therefore very important.

Methodological Choice #7 – Data Analysis Methods/Techniques

The final major methodological choice that you need to address is that of analysis techniques . In other words, how you’ll go about analysing your date once you’ve collected it. Here it’s important to be very specific about your analysis methods and/or techniques – don’t leave any room for interpretation. Also, as with all choices in this chapter, you need to justify each choice you make.

What exactly you discuss here will depend largely on the type of study you’re conducting (i.e., qualitative, quantitative, or mixed methods). For qualitative studies, common analysis methods include content analysis , thematic analysis and discourse analysis . In the video below, we explain each of these in plain language.

For quantitative studies, you’ll almost always make use of descriptive statistics , and in many cases, you’ll also use inferential statistical techniques (e.g., correlation and regression analysis). In the video below, we unpack some of the core concepts involved in descriptive and inferential statistics.

In this section of your methodology chapter, it’s also important to discuss how you prepared your data for analysis, and what software you used (if any). For example, quantitative data will often require some initial preparation such as removing duplicates or incomplete responses . Similarly, qualitative data will often require transcription and perhaps even translation. As always, remember to state both what you did and why you did it.

Section 3 – The Methodological Limitations

With the key methodological choices outlined and justified, the next step is to discuss the limitations of your design. No research methodology is perfect – there will always be trade-offs between the “ideal” methodology and what’s practical and viable, given your constraints. Therefore, this section of your methodology chapter is where you’ll discuss the trade-offs you had to make, and why these were justified given the context.

Methodological limitations can vary greatly from study to study, ranging from common issues such as time and budget constraints to issues of sample or selection bias . For example, you may find that you didn’t manage to draw in enough respondents to achieve the desired sample size (and therefore, statistically significant results), or your sample may be skewed heavily towards a certain demographic, thereby negatively impacting representativeness .

In this section, it’s important to be critical of the shortcomings of your study. There’s no use trying to hide them (your marker will be aware of them regardless). By being critical, you’ll demonstrate to your marker that you have a strong understanding of research theory, so don’t be shy here. At the same time, don’t beat your study to death . State the limitations, why these were justified, how you mitigated their impacts to the best degree possible, and how your study still provides value despite these limitations .

Section 4 – Concluding Summary

Finally, it’s time to wrap up the methodology chapter with a brief concluding summary. In this section, you’ll want to concisely summarise what you’ve presented in the chapter. Here, it can be a good idea to use a figure to summarise the key decisions, especially if your university recommends using a specific model (for example, Saunders’ Research Onion ).

Importantly, this section needs to be brief – a paragraph or two maximum (it’s a summary, after all). Also, make sure that when you write up your concluding summary, you include only what you’ve already discussed in your chapter; don’t add any new information.

Methodology Chapter Example

In the video below, we walk you through an example of a high-quality research methodology chapter from a dissertation. We also unpack our free methodology chapter template so that you can see how best to structure your chapter.

Wrapping Up

And there you have it – the methodology chapter in a nutshell. As we’ve mentioned, the exact contents and structure of this chapter can vary between universities , so be sure to check in with your institution before you start writing. If possible, try to find dissertations or theses from former students of your specific degree program – this will give you a strong indication of the expectations and norms when it comes to the methodology chapter (and all the other chapters!).

Also, remember the golden rule of the methodology chapter – justify every choice ! Make sure that you clearly explain the “why” for every “what”, and reference credible methodology textbooks or academic sources to back up your justifications.

If you need a helping hand with your research methodology (or any other component of your research), be sure to check out our private coaching service , where we hold your hand through every step of the research journey. Until next time, good luck!

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Writing the Research Methodology Section of Your Thesis

This article explains the meaning of research methodology and the purpose and importance of writing a research methodology section or chapter for your thesis paper. It discusses what to include and not include in a research methodology section, the different approaches to research methodology that can be used, and the steps involved in writing a robust research methodology section.

What is a thesis research methodology?

A thesis research methodology explains the type of research performed, justifies the methods that you chose   by linking back to the literature review , and describes the data collection and analysis procedures. It is included in your thesis after the Introduction section . Most importantly, this is the section where the readers of your study evaluate its validity and reliability.

What should the research methodology section in your thesis include?

• The aim of your thesis
• An outline of the research methods chosen (qualitative, quantitative, or mixed methods)
• Background and rationale for the methods chosen, explaining why one method was chosen over another
• Methods used for data collection and data analysis
• Materials and equipment used—keep this brief
• Difficulties encountered during data collection and analysis. It is expected that problems will occur during your research process. Use this as an opportunity to demonstrate your problem-solving abilities by explaining how you overcame all obstacles. This builds your readers’ confidence in your study findings.
• A brief evaluation of your research explaining whether your results were conclusive and whether your choice of methodology was effective in practice

What should not be included in the research methodology section of your thesis?

• Irrelevant details, for example, an extensive review of methodologies (this belongs in the literature review section) or information that does not contribute to the readers’ understanding of your chosen methods
• A description of basic procedures
• Excessive details about materials and equipment used. If an extremely long and detailed list is necessary, add it as an appendix

Types of methodological approaches

The choice of which methodological approach to use depends on your field of research and your thesis question. Your methodology should establish a clear relationship with your thesis question and must also be supported by your  literature review . Types of methodological approaches include quantitative, qualitative, or mixed methods. 

Quantitative studies generate data in the form of numbers   to count, classify, measure, or identify relationships or patterns. Information may be collected by performing experiments and tests, conducting surveys, or using existing data. The data are analyzed using  statistical tests and presented as charts or graphs. Quantitative data are typically used in the Sciences domain.

For example, analyzing the effect of a change, such as alterations in electricity consumption by municipalities after installing LED streetlights.

The raw data will need to be prepared for statistical analysis by identifying variables and checking for missing data and outliers. Details of the statistical software program used (name of the package, version number, and supplier name and location) must also be mentioned.

Qualitative studies gather non-numerical data using, for example, observations, focus groups, and in-depth interviews.   Open-ended questions are often posed. This yields rich, detailed, and descriptive results. Qualitative studies are usually   subjective and are helpful for investigating social and cultural phenomena, which are difficult to quantify. Qualitative studies are typically used in the Humanities and Social Sciences (HSS) domain.

For example, determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays.

The raw data will need to be prepared for analysis by coding and categorizing ideas and themes to interpret the meaning behind the responses given.

Mixed methods use a combination of quantitative and qualitative approaches to present multiple findings about a single phenomenon. T his enables triangulation: verification of the data from two or more sources.

Data collection

Explain the rationale behind the sampling procedure you have chosen. This could involve probability sampling (a random sample from the study population) or non-probability sampling (does not use a random sample).

For quantitative studies, describe the sampling procedure and whether statistical tests were used to determine the  sample size .

Following our example of analyzing the changes in electricity consumption by municipalities after installing LED streetlights, you will need to determine which municipal areas will be sampled and how the information will be gathered (e.g., a physical survey of the streetlights or reviewing purchase orders).

For qualitative research, describe how the participants were chosen and how the data is going to be collected.

Following our example about determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays, you will need to decide the criteria for inclusion as a study participant (e.g., women aged 20–70 years, bakeries, and bakery supply shops) and how the information will be collected (e.g., interviews, focus groups, online or in-person questionnaires, or video recordings) .

Data analysis

For quantitative research, describe what tests you plan to perform and why you have chosen them. Popular data analysis methods in quantitative research include:

• Descriptive statistics (e.g., means, medians, modes)
• Inferential statistics (e.g., correlation, regression, structural equation modeling)

For qualitative research, describe how the data is going to be analyzed and justify your choice. Popular data analysis methods in qualitative research include:

• Qualitative content analysis
• Thematic analysis
• Discourse analysis
• Narrative analysis
• Grounded theory
• Interpretative phenomenological analysis (IPA)

Evaluate and justify your methodological choices

You need to convince the reader that you have made the correct methodological choices. Once again, this ties back to your thesis question and  literature review . Write using a persuasive tone, and use  rhetoric to convince the reader of the quality, reliability, and validity of your research.

Ethical considerations

• The young researcher should maintain objectivity at all times
• All participants have the right to privacy and anonymity
• Research participation must be voluntary
• All subjects have the right to withdraw from the research at any time
• Consent must be obtained from all participants before starting the research
• Confidentiality of data provided by individuals must be maintained
• Consider how the interpretation and reporting of the data will affect the participants

Tips for writing a robust thesis research methodology

• Determine what kind of knowledge you are trying to uncover. For example, subjective or objective, experimental or interpretive.
• A thorough literature review is the best starting point for choosing your methods.
• Ensure that there is continuity throughout the research process. The authenticity of your research depends upon the validity of the research data, the reliability of your data measurements, and the time taken to conduct the analysis.
• Choose a research method that is achievable. Consider the time and funds available, feasibility, ethics, and access and availability of equipment to measure the phenomenon or answer your thesis question correctly.
• If you are struggling with a concept, ask for help from your supervisor, academic staff members, or fellow students.

A thesis methodology justifies why you have chosen a specific approach to address your thesis question. It explains how you will collect the data and analyze it. Above all, it allows the readers of your study to evaluate its validity and reliability.

A thesis is the most crucial document that you will write during your academic studies. For professional thesis editing and thesis proofreading services, visit  Enago Thesis Editing for more information.

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Introduce your methodological approach , for example, quantitative, qualitative, or mixed methods.

Explain why your chosen approach is relevant to the overall research design and how it links with your  thesis question.

Justify your chosen method and why it is more appropriate than others.

Provide background information on methods that may be unfamiliar to readers of your thesis.

Introduce the tools that you will use for data collection , and explain how you plan to use them (e.g., surveys, interviews, experiments, or existing data).

Explain how you will analyze your results. The type of analysis used depends on the methods you chose. For example, exploring theoretical perspectives to support your explanation of observed behaviors in a qualitative study or using statistical analyses in a quantitative study.

Mention any research limitations. All studies are expected to have limitations, such as the sample size, data collection method, or equipment. Discussing the limitations justifies your choice of methodology despite the risks. It also explains under which conditions the results should be interpreted and shows that you have taken a holistic approach to your study.

What is the difference between methodology and methods? +

Methodology  refers to the overall rationale and strategy of your thesis project. It involves studying the theories or principles behind the methods used in your field so that you can explain why you chose a particular method for your research approach.  Methods , on the other hand, refer to how the data were collected and analyzed (e.g., experiments, surveys, observations, interviews, and statistical tests).

What is the difference between reliability and validity? +

Reliability refers to whether a measurement is consistent (i.e., the results can be reproduced under the same conditions).  Validity refers to whether a measurement is accurate (i.e., the results represent what was supposed to be measured). For example, when investigating linguistic and cultural guidelines for administration of the Preschool Language Scales, Fifth Edition (PLS5) in Arab-American preschool children, the normative sample curves should show the same distribution as a monolingual population, which would indicate that the test is valid. The test would be considered reliable if the results obtained were consistent across different sampling sites.

What tense is used to write the methods section? +

The methods section is written in the past tense because it describes what was done.

What software programs are recommended for statistical analysis? +

Recommended programs include Statistical Analysis Software (SAS) ,  Statistical Package for the Social Sciences (SPSS) ,  JMP ,  R software,  MATLAB , Microsoft Excel,  GraphPad Prism , and  Minitab .

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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.

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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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Guide for Thesis Research

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Basics of Methodology

Research is a process of inquiry that is carried out in a pondered, organized, and strategic manner. In order to obtain high quality results, it is important to understand methodology.

Research methodology refers to how your project will be designed, what you will observe or measure, and how you will collect and analyze data. The methods you choose must be appropriate for your field and for the specific research questions you are setting out to answer.

A strong understanding of methodology will help you:

• apply appropriate research techniques
• design effective data collection instruments
• analyze and interpret your data
• develop well-founded conclusions

Below, you will find resources that mostly cover general aspects of research methodology. In the left column, you will find resources that specifically cover qualitative, quantitative, and mixed methods research.

General Works on Methodology

Qualitative Research

Quantitative Research

Mixed Methods Research

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Organizing Your Social Sciences Research Paper

• 6. The Methodology
• Purpose of Guide
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The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

• Readers need to know how the data was obtained because the method you chose affects the results and, by extension, how you interpreted their significance in the discussion section of your paper.
• Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and, as a consequence, undermines the value of your analysis of the findings.
• In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you have chosen a particular procedure or technique.
• The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a multiple choice questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
• The method must be appropriate to fulfilling the overall aims of the study. For example, you need to ensure that you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
• The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring. For any problems that do arise, you must describe the ways in which they were minimized or why these problems do not impact in any meaningful way your interpretation of the findings.
• In the social and behavioral sciences, it is important to always provide sufficient information to allow other researchers to adopt or replicate your methodology. This information is particularly important when a new method has been developed or an innovative use of an existing method is utilized.

Bem, Daryl J. Writing the Empirical Journal Article. Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I.  Groups of Research Methods

There are two main groups of research methods in the social sciences:

• The e mpirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences . This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for formulating hypotheses that need to be tested. This approach is focused on explanation.
• The i nterpretative group of methods is focused on understanding phenomenon in a comprehensive, holistic way . Interpretive methods focus on analytically disclosing the meaning-making practices of human subjects [the why, how, or by what means people do what they do], while showing how those practices arrange so that it can be used to generate observable outcomes. Interpretive methods allow you to recognize your connection to the phenomena under investigation. However, the interpretative group requires careful examination of variables because it focuses more on subjective knowledge.

II.  Content

The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you used to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.

The remainder of your methodology section should describe the following:

• Decisions made in selecting the data you have analyzed or, in the case of qualitative research, the subjects and research setting you have examined,
• Tools and methods used to identify and collect information, and how you identified relevant variables,
• The ways in which you processed the data and the procedures you used to analyze that data, and
• The specific research tools or strategies that you utilized to study the underlying hypothesis and research questions.

In addition, an effectively written methodology section should:

• Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
• Indicate how the approach fits the overall research design . Your methods for gathering data should have a clear connection to your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is not suitable to achieving the stated objective of your paper.
• Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom. Also be sure to explain how older data is still relevant to investigating the current research problem.
• Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors? Describe how you plan to obtain an accurate assessment of relationships, patterns, trends, distributions, and possible contradictions found in the data.
• Provide background and a rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
• Provide a justification for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of data being used? If other data sources exist, explain why the data you chose is most appropriate to addressing the research problem.
• Provide a justification for case study selection . A common method of analyzing research problems in the social sciences is to analyze specific cases. These can be a person, place, event, phenomenon, or other type of subject of analysis that are either examined as a singular topic of in-depth investigation or multiple topics of investigation studied for the purpose of comparing or contrasting findings. In either method, you should explain why a case or cases were chosen and how they specifically relate to the research problem.
• Describe potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE :   Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. If necessary, consider using appendices for raw data.

ANOTHER NOTE : If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data [e.g., through interviews or observations], the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.

YET ANOTHER NOTE :   If your study involves interviews, observations, or other qualitative techniques involving human subjects , you may be required to obtain approval from the university's Office for the Protection of Research Subjects before beginning your research. This is not a common procedure for most undergraduate level student research assignments. However, i f your professor states you need approval, you must include a statement in your methods section that you received official endorsement and adequate informed consent from the office and that there was a clear assessment and minimization of risks to participants and to the university. This statement informs the reader that your study was conducted in an ethical and responsible manner. In some cases, the approval notice is included as an appendix to your paper.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but concise. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.

Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.

Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.

Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research. Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University; Methods and Materials. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between the application of theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics . Part 1, Chapter 3. Boise State University; The Theory-Method Relationship. S-Cool Revision. United Kingdom.

Yet Another Writing Tip

Methods and the Methodology

Do not confuse the terms "methods" and "methodology." As Schneider notes, a method refers to the technical steps taken to do research . Descriptions of methods usually include defining and stating why you have chosen specific techniques to investigate a research problem, followed by an outline of the procedures you used to systematically select, gather, and process the data [remember to always save the interpretation of data for the discussion section of your paper].

The methodology refers to a discussion of the underlying reasoning why particular methods were used . This discussion includes describing the theoretical concepts that inform the choice of methods to be applied, placing the choice of methods within the more general nature of academic work, and reviewing its relevance to examining the research problem. The methodology section also includes a thorough review of the methods other scholars have used to study the topic.

Bryman, Alan. "Of Methods and Methodology." Qualitative Research in Organizations and Management: An International Journal 3 (2008): 159-168; Schneider, Florian. “What's in a Methodology: The Difference between Method, Methodology, and Theory…and How to Get the Balance Right?” PoliticsEastAsia.com. Chinese Department, University of Leiden, Netherlands.

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Thesis – Structure, Example and Writing Guide

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Definition:

Thesis is a scholarly document that presents a student’s original research and findings on a particular topic or question. It is usually written as a requirement for a graduate degree program and is intended to demonstrate the student’s mastery of the subject matter and their ability to conduct independent research.

History of Thesis

The concept of a thesis can be traced back to ancient Greece, where it was used as a way for students to demonstrate their knowledge of a particular subject. However, the modern form of the thesis as a scholarly document used to earn a degree is a relatively recent development.

The origin of the modern thesis can be traced back to medieval universities in Europe. During this time, students were required to present a “disputation” in which they would defend a particular thesis in front of their peers and faculty members. These disputations served as a way to demonstrate the student’s mastery of the subject matter and were often the final requirement for earning a degree.

In the 17th century, the concept of the thesis was formalized further with the creation of the modern research university. Students were now required to complete a research project and present their findings in a written document, which would serve as the basis for their degree.

The modern thesis as we know it today has evolved over time, with different disciplines and institutions adopting their own standards and formats. However, the basic elements of a thesis – original research, a clear research question, a thorough review of the literature, and a well-argued conclusion – remain the same.

Structure of Thesis

The structure of a thesis may vary slightly depending on the specific requirements of the institution, department, or field of study, but generally, it follows a specific format.

Here’s a breakdown of the structure of a thesis:

This is the first page of the thesis that includes the title of the thesis, the name of the author, the name of the institution, the department, the date, and any other relevant information required by the institution.

This is a brief summary of the thesis that provides an overview of the research question, methodology, findings, and conclusions.

This page provides a list of all the chapters and sections in the thesis and their page numbers.

Introduction

This chapter provides an overview of the research question, the context of the research, and the purpose of the study. The introduction should also outline the methodology and the scope of the research.

Literature Review

This chapter provides a critical analysis of the relevant literature on the research topic. It should demonstrate the gap in the existing knowledge and justify the need for the research.

Methodology

This chapter provides a detailed description of the research methods used to gather and analyze data. It should explain the research design, the sampling method, data collection techniques, and data analysis procedures.

This chapter presents the findings of the research. It should include tables, graphs, and charts to illustrate the results.

This chapter interprets the results and relates them to the research question. It should explain the significance of the findings and their implications for the research topic.

This chapter summarizes the key findings and the main conclusions of the research. It should also provide recommendations for future research.

This section provides a list of all the sources cited in the thesis. The citation style may vary depending on the requirements of the institution or the field of study.

This section includes any additional material that supports the research, such as raw data, survey questionnaires, or other relevant documents.

How to write Thesis

Here are some steps to help you write a thesis:

• Choose a Topic: The first step in writing a thesis is to choose a topic that interests you and is relevant to your field of study. You should also consider the scope of the topic and the availability of resources for research.
• Develop a Research Question: Once you have chosen a topic, you need to develop a research question that you will answer in your thesis. The research question should be specific, clear, and feasible.
• Conduct a Literature Review: Before you start your research, you need to conduct a literature review to identify the existing knowledge and gaps in the field. This will help you refine your research question and develop a research methodology.
• Develop a Research Methodology: Once you have refined your research question, you need to develop a research methodology that includes the research design, data collection methods, and data analysis procedures.
• Collect and Analyze Data: After developing your research methodology, you need to collect and analyze data. This may involve conducting surveys, interviews, experiments, or analyzing existing data.
• Write the Thesis: Once you have analyzed the data, you need to write the thesis. The thesis should follow a specific structure that includes an introduction, literature review, methodology, results, discussion, conclusion, and references.
• Edit and Proofread: After completing the thesis, you need to edit and proofread it carefully. You should also have someone else review it to ensure that it is clear, concise, and free of errors.
• Submit the Thesis: Finally, you need to submit the thesis to your academic advisor or committee for review and evaluation.

Example of Thesis

Example of Thesis template for Students:

Title of Thesis

Table of Contents:

Chapter 1: Introduction

Chapter 2: Literature Review

Chapter 3: Research Methodology

Chapter 4: Results

Chapter 5: Discussion

Chapter 6: Conclusion

References:

Appendices:

Note: That’s just a basic template, but it should give you an idea of the structure and content that a typical thesis might include. Be sure to consult with your department or supervisor for any specific formatting requirements they may have. Good luck with your thesis!

Application of Thesis

Thesis is an important academic document that serves several purposes. Here are some of the applications of thesis:

• Academic Requirement: A thesis is a requirement for many academic programs, especially at the graduate level. It is an essential component of the evaluation process and demonstrates the student’s ability to conduct original research and contribute to the knowledge in their field.
• Career Advancement: A thesis can also help in career advancement. Employers often value candidates who have completed a thesis as it demonstrates their research skills, critical thinking abilities, and their dedication to their field of study.
• Publication : A thesis can serve as a basis for future publications in academic journals, books, or conference proceedings. It provides the researcher with an opportunity to present their research to a wider audience and contribute to the body of knowledge in their field.
• Personal Development: Writing a thesis is a challenging task that requires time, dedication, and perseverance. It provides the student with an opportunity to develop critical thinking, research, and writing skills that are essential for their personal and professional development.
• Impact on Society: The findings of a thesis can have an impact on society by addressing important issues, providing insights into complex problems, and contributing to the development of policies and practices.

Purpose of Thesis

The purpose of a thesis is to present original research findings in a clear and organized manner. It is a formal document that demonstrates a student’s ability to conduct independent research and contribute to the knowledge in their field of study. The primary purposes of a thesis are:

• To Contribute to Knowledge: The main purpose of a thesis is to contribute to the knowledge in a particular field of study. By conducting original research and presenting their findings, the student adds new insights and perspectives to the existing body of knowledge.
• To Demonstrate Research Skills: A thesis is an opportunity for the student to demonstrate their research skills. This includes the ability to formulate a research question, design a research methodology, collect and analyze data, and draw conclusions based on their findings.
• To Develop Critical Thinking: Writing a thesis requires critical thinking and analysis. The student must evaluate existing literature and identify gaps in the field, as well as develop and defend their own ideas.
• To Provide Evidence of Competence : A thesis provides evidence of the student’s competence in their field of study. It demonstrates their ability to apply theoretical concepts to real-world problems, and their ability to communicate their ideas effectively.
• To Facilitate Career Advancement : Completing a thesis can help the student advance their career by demonstrating their research skills and dedication to their field of study. It can also provide a basis for future publications, presentations, or research projects.

When to Write Thesis

The timing for writing a thesis depends on the specific requirements of the academic program or institution. In most cases, the opportunity to write a thesis is typically offered at the graduate level, but there may be exceptions.

Generally, students should plan to write their thesis during the final year of their graduate program. This allows sufficient time for conducting research, analyzing data, and writing the thesis. It is important to start planning the thesis early and to identify a research topic and research advisor as soon as possible.

In some cases, students may be able to write a thesis as part of an undergraduate program or as an independent research project outside of an academic program. In such cases, it is important to consult with faculty advisors or mentors to ensure that the research is appropriately designed and executed.

It is important to note that the process of writing a thesis can be time-consuming and requires a significant amount of effort and dedication. It is important to plan accordingly and to allocate sufficient time for conducting research, analyzing data, and writing the thesis.

Characteristics of Thesis

The characteristics of a thesis vary depending on the specific academic program or institution. However, some general characteristics of a thesis include:

• Originality : A thesis should present original research findings or insights. It should demonstrate the student’s ability to conduct independent research and contribute to the knowledge in their field of study.
• Clarity : A thesis should be clear and concise. It should present the research question, methodology, findings, and conclusions in a logical and organized manner. It should also be well-written, with proper grammar, spelling, and punctuation.
• Research-Based: A thesis should be based on rigorous research, which involves collecting and analyzing data from various sources. The research should be well-designed, with appropriate research methods and techniques.
• Evidence-Based : A thesis should be based on evidence, which means that all claims made in the thesis should be supported by data or literature. The evidence should be properly cited using appropriate citation styles.
• Critical Thinking: A thesis should demonstrate the student’s ability to critically analyze and evaluate information. It should present the student’s own ideas and arguments, and engage with existing literature in the field.
• Academic Style : A thesis should adhere to the conventions of academic writing. It should be well-structured, with clear headings and subheadings, and should use appropriate academic language.

Advantages of Thesis

There are several advantages to writing a thesis, including:

• Development of Research Skills: Writing a thesis requires extensive research and analytical skills. It helps to develop the student’s research skills, including the ability to formulate research questions, design and execute research methodologies, collect and analyze data, and draw conclusions based on their findings.
• Contribution to Knowledge: Writing a thesis provides an opportunity for the student to contribute to the knowledge in their field of study. By conducting original research, they can add new insights and perspectives to the existing body of knowledge.
• Preparation for Future Research: Completing a thesis prepares the student for future research projects. It provides them with the necessary skills to design and execute research methodologies, analyze data, and draw conclusions based on their findings.
• Career Advancement: Writing a thesis can help to advance the student’s career. It demonstrates their research skills and dedication to their field of study, and provides a basis for future publications, presentations, or research projects.
• Personal Growth: Completing a thesis can be a challenging and rewarding experience. It requires dedication, hard work, and perseverance. It can help the student to develop self-confidence, independence, and a sense of accomplishment.

Limitations of Thesis

There are also some limitations to writing a thesis, including:

• Time and Resources: Writing a thesis requires a significant amount of time and resources. It can be a time-consuming and expensive process, as it may involve conducting original research, analyzing data, and producing a lengthy document.
• Narrow Focus: A thesis is typically focused on a specific research question or topic, which may limit the student’s exposure to other areas within their field of study.
• Limited Audience: A thesis is usually only read by a small number of people, such as the student’s thesis advisor and committee members. This limits the potential impact of the research findings.
• Lack of Real-World Application : Some thesis topics may be highly theoretical or academic in nature, which may limit their practical application in the real world.
• Pressure and Stress : Writing a thesis can be a stressful and pressure-filled experience, as it may involve meeting strict deadlines, conducting original research, and producing a high-quality document.
• Potential for Isolation: Writing a thesis can be a solitary experience, as the student may spend a significant amount of time working independently on their research and writing.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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While Sandel argues that pursuing perfection through genetic engineering would decrease our sense of humility, he claims that the sense of solidarity we would lose is also important.

This thesis summarizes several points in Sandel’s argument, but it does not make a claim about how we should understand his argument. A reader who read Sandel’s argument would not also need to read an essay based on this descriptive thesis.  

Broad thesis (arguable, but difficult to support with evidence) 

Michael Sandel’s arguments about genetic engineering do not take into consideration all the relevant issues.

This is an arguable claim because it would be possible to argue against it by saying that Michael Sandel’s arguments do take all of the relevant issues into consideration. But the claim is too broad. Because the thesis does not specify which “issues” it is focused on—or why it matters if they are considered—readers won’t know what the rest of the essay will argue, and the writer won’t know what to focus on. If there is a particular issue that Sandel does not address, then a more specific version of the thesis would include that issue—hand an explanation of why it is important.  

Arguable thesis with analytical claim 

While Sandel argues persuasively that our instinct to “remake” (54) ourselves into something ever more perfect is a problem, his belief that we can always draw a line between what is medically necessary and what makes us simply “better than well” (51) is less convincing.

This is an arguable analytical claim. To argue for this claim, the essay writer will need to show how evidence from the article itself points to this interpretation. It’s also a reasonable scope for a thesis because it can be supported with evidence available in the text and is neither too broad nor too narrow.  

Arguable thesis with normative claim 

Given Sandel’s argument against genetic enhancement, we should not allow parents to decide on using Human Growth Hormone for their children.

This thesis tells us what we should do about a particular issue discussed in Sandel’s article, but it does not tell us how we should understand Sandel’s argument.  

Questions to ask about your thesis 

• Is the thesis truly arguable? Does it speak to a genuine dilemma in the source, or would most readers automatically agree with it?  
• Is the thesis too obvious? Again, would most or all readers agree with it without needing to see your argument?  
• Is the thesis complex enough to require a whole essay's worth of argument?  
• Is the thesis supportable with evidence from the text rather than with generalizations or outside research?  
• Would anyone want to read a paper in which this thesis was developed? That is, can you explain what this paper is adding to our understanding of a problem, question, or topic?
• picture_as_pdf Thesis

Methods and Materials in a Thesis

• First Online: 04 November 2018

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Gupta, S. (2018). Methods and Materials in a Thesis. In: Parija, S., Kate, V. (eds) Thesis Writing for Master's and Ph.D. Program. Springer, Singapore. https://doi.org/10.1007/978-981-13-0890-1_13

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Writing your thesis method section

Many students have trouble writing a proper method section for their thesis. What bits of information should be included in this section, and what bits shouldn’t? It obviously matters whether you’re pursuing a vocational or academic degree (and in what direction), but the following practical tips should get you well on the way to properly describing your research methods. We wish you good luck on writing your thesis’ method section!

Introduction

The purpose of your thesis’ method section is to describe what you’ve investigated and how you’ve conducted your investigation. The section often consists of several specific sub-sections and is intended to allow a reader to repeat (replicate) your study, so don’t forget to include all relevant details.

Firstly, it is a good idea to describe what specific research methods were used in your study, and what the (dis)advantages of those methods are. For the qualitative research method of interviews, there are multiple types, such as in-depth interviews, structured interviews and semi-structured interviews. Eventually, your supervisors will not only determine your grade based on whether you’ve made the right choices or not, but more so on whether you’ve correctly justified making these choices (so, it’s important to keep the purpose of your study in the back of your mind).

A solid textbook that covers research methods can really help write the section properly, especially if the book focuses on a method of research that you’ve used in your study. However, a common error is to paraphrase general descriptions from the textbook instead of applying them to your own study. These days, your supervisors will also grade you based on the  reasoning  behind decisions you’ve made about what to focus your study on, and not just on the decisions themselves. So, convince your audience by providing arguments in favor of the choices you’ve made.

 Use  past tense  when writing your method section, as your study has already finished.

A handy checklist for your method section

• As an expert of your own study, you are obviously aware of all the details and know what was done and what not. However, you should realize that your audience knows nothing at all. So, it is important to be complete in your descriptions and clearly state what was done, and for what reason. To help you along the way, we’ve created a checklist that should allow you to make sure you’ve included the essentials in your method section:
•  First, describe the  type of research  you’ve conducted. Some relevant jargon is: quantitative / qualitative, and explorative (descriptive) / experimental. Expand on your choices.
•  Next, write about the  respondents  (sample / participants) of your study. Address who participated, and where you got your respondents from (e.g., via social media or a school board advertisement). Do not just provide the number of respondents and your arguments for settling on this number (which can be calculated), but also describe what inclusion and exclusion criteria you applied to select your respondents. It is especially important to also list your sample’s  demographic characteristics  (such as age, native country, profession, and so forth). You can include the final number of respondents in this section, but you can also include this in the results section’s first paragraph.
•  Then, write about  when  your study took place: how long was your survey running? And during which months?
•  Provide a description about the  reliability and validity  of the study, in which you explain what steps you took to keep these aspects of research as high as possible. Do not forget to include some bits about the generalizability of the study.
• Also describe how many respondents there actually were (i.e., how many people actually finished the survey) and what methods you used to increase this. Several methods for increasing  response rates  are described in the literature; these mainly center on sending reminders, applying a personal approach to study recruitment and giving away monetary rewards or gifts.
• It is also important to describe the  instruments  that were used in the study. For the instruments section, you should, for example, discuss the survey you’ve used and provide sufficient detail to your description. Ask these questions: How many questions did the survey consist of? What do the questions measure? What sources did you use to formulate your questions?  Here,  you can provide a reliability analysis (cronbach’s alpha) of your survey if you’d like.
•  Next, describe the  procedure , which includes all steps that were undertaken to get your data and respondents. So, you should write something along the lines of:
• “Firstly, an online survey was created, next e-mail addresses of candidate respondents were gathered using ….. Also, an e-mail with a hyperlink to the survey was sent. Reminder e-mails were sent”, and so forth.
• You should not forget to, lastly, describe the  data analysis  (quantitative / qualitative) methods you’ve applied in your study. In this paragraph, you should explain what you’ve done with your data: usage of SPSS, steps undertaken for data cleaning, calculations of sum scores (for surveys), usage of specific statistical tests such as  t -tests, correlations and regressions, and so forth. For qualitative studies, you should include that you’ve transcribed and coded the data (and how you’ve done this).

 If applicable:

• For academic theses, you should also include the design of your study: what were the dependent and independent variables? Were there certain conditions? It is common to summarize your hypotheses in a conceptual model.

This page was written for all students who are writing their thesis, and it is therefore general and does not account for the specific details of your study and research. We’d love to help you write a great research method section.  Do you need help writing your method section?

Get in touch and we’ll happily provide you with more information!

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How to Reuse a Method from a Previous Paper?

In this blog, we will look at how to replicate someone’s methodology in your paper. We will also look at different ways to use a method from another paper in your new paper.

1. Using a standard method from the literature

When you are using a standard method that is well described in literature, the standard practice is to reference the paper rather than repeating the entire procedure. Now the problem is that your methods section will be too short since you have referenced the other paper and you don’t have much to put down in the methods section of your paper.

So what you can do is to provide a brief summary of the procedure in your own words. For example, you can say something like this, “The details of the procedure have been reported previously in”, and reference the previous paper. And then, you can follow it up with a brief summary of the method from the previous paper.

✔ Referencing the original paper and providing a brief summary of the method The details of the procedure have been reported previously in Elan et al .[1]. In summary, the method uses a specialized apparatus that employs a graduated cylinderfor measuring the volume of the solution accurately. _   Referencing original work _   Method summary

2. Extending a method from the literature

If you are extending a previous method, then you can do something like this. You can say that, “Some minor modifications were made to the method described in” and reference the previous paper.  And then, you can follow it up with the list of refinements you made to the previous method in order to adapt it to your work.

✔ Referencing the original paper and explaining the list of refinements made to the original method Some minor modifications were made to the method described in Elan et al. [1]. The refinements include (1) an increase in the drying time to 2 hours; (2) grounding the sample to a fine powder instead of keeping it coarse; and (3) the use of a 1mm sieve instead of 2mm sieve.   _   Referencing original work _   Refinements made to the method

3. Helpful academic phrases

We have included some academic phrases below that will help you write this section. We have selected a few examples from Ref-n-write’s academic phrasebank .

• Reusing methods
• Adapting methods

Reusing or repeating methods from previously published papers can be a bit tricky. We have provided some ideas in the blog explaining how to do this effectively. If you have any questions, please drop a comment below, and we will answer as soon as possible. For further reading, please refer to our blog on how to write the materials and methods section of a research paper?  and common research methodology mistakes.

We also recommend you to refer to our other blogs on  academic writing tools ,   academic writing resources and  academic writing phrases , which are relevant to the topic discussed in this blog. 

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Death of the thesis? An update on AI and writing skills

24 April 2024 In February, Gea Dreschler and Abby Gambrel led a workshop on the VU Education Day called ‘The Death of the Thesis?’. With a big group of teachers and staff from various faculties and departments, we discussed the value of writing and asked ourselves the question of whether, in this age of AI, the thesis is still the best choice for a final assessment at the end of a programme.

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How to write better ChatGPT prompts in 5 steps

ChatGPT is the generative artificial intelligence (AI) tool that's taken the world by storm. While there's always the possibility it will simply make stuff up , there's a lot you can do when crafting prompts to ensure the best possible outcome. That's what we'll be exploring in this how-to.

In this article, we'll show you how to write prompts that encourage the large language model (LLM) that powers  ChatGPT to provide the best possible answers. 

Also: Have 10 hours? IBM will train you in AI fundamentals - for free

Writing effective prompts, known as prompt engineering, has even become its own highly-paid discipline . Who knows? These tips could help you build the skills to become one of those highly paid prompt engineers. Apparently, these gigs can pay from $175,000 to $335,000 per year.  

How to write effective ChatGPT prompts

1. talk to the ai like you would a person.

One of the more interesting things I had to get used to when working with ChatGPT is that you don't program it, you talk to it. As a formally trained programmer, I've had to leave a lot of habits by the wayside when engaging with AI. Talking to it (and with it) requires a mindset shift.

When I say talk to it like a person, I mean talk to it like you would a co-worker or team member. If that's hard to do, give it a name. Alexa is taken, so maybe think of it as "Bob". This naming helps because when you talk to Bob, you might include conversational details, little anecdotes that give your story texture.

Also:   How to use ChatGPT to write code

When talking to a person, it would be natural for them to miss your point initially and require clarification, or veer away from the topic at hand and need to be wrangled back. You might need to fill in the backstory for them, or restate complex questions based on the answers they give you. 

This is called interactive prompting. Don't be afraid to ask multi-step questions: ask, get a response, and based on that response, ask another question. I've done this myself, sometimes 10 or 20 times in a row, and gotten very powerful results. Think of this as having a conversation with ChatGPT.

2. Set the stage and provide context

Writing a ChatGPT prompt is more than just asking a one-sentence question. It often involves providing relevant background information to set the context of the query.

Let's say that you want to prepare for a marathon (for the record, I do not run, dance, or jump -- this is merely an example). You could ask ChatGPT:

How can I prepare for a marathon?

However, you'll get a far more nuanced answer if you add that you're training for your first marathon. Try this instead: 

I am a beginner runner and have never run a marathon before, but I want to complete one in six months. How can I prepare for a marathon?

By giving the AI more information, you're helping it return a more focused answer. Even with ChatGPT's help, there's no way I'm going to run a marathon (unless I'm doing it with a V-Twin motor under my seat). Here are two more examples of questions that provide context:

I am planning to travel to Spain in a few months and would like to learn some basic Spanish to help me communicate with local residents. I am looking for online resources that are suitable for beginners and provide a structured and comprehensive approach to learning the language. Can you recommend some online resources for learning Spanish as a beginner?

In this case, rather than just asking about learning resources, the context helps focus the AI on learning how to communicate on the ground with local residents. Here's another example: 

I am a business owner interested in exploring how blockchain technology can be used to improve supply chain efficiency and transparency. I am looking for a clear and concise explanation of the technology and examples of how it has been used in the context of supply chain management. Can you explain the concept of blockchain technology and its potential applications in supply chain management?

In this example, rather than just asking for information on blockchain and how it works, the focus is specifically on blockchain for supply chain efficiency and how it might be used in a real-world scenario. 

Also:  How to use Image Creator from Microsoft Designer (formerly Bing Image Creator) Lastly, let's get into how to construct a detailed prompt. 

One note: I limit the answer to 500 words because ChatGPT seems to break when asked to produce somewhere between 500 and 700 words, leaving stories mid-sentence and not resuming properly when asked to continue. I hope future versions provide longer answers, because premises like this can generate fun story beginnings: 

Write a short story for me, no more than 500 words. The story takes place in 2339, in Boston. The entire story takes place inside a Victorian-style bookstore that wouldn't be out of place in Diagon Alley. Inside the store are the following characters, all human: The proprietor: make this person interesting and a bit unusual, give them a name and at least one skill or characteristic that influences their backstory and possibly influences the entire short story. The helper: this is a clerk in the store. His name is Todd. The customer and his friend: Two customers came into the store together, Jackson and Ophelia. Jackson is dressed as if he's going to a Steampunk convention, while Ophelia is clearly coming home from her day working in a professional office. Another customer is Evangeline, a regular customer in the store, in her mid-40s. Yet another customer is Archibald, a man who could be anywhere from 40 to 70 years old. He has a mysterious air about himself and seems both somewhat grandiose and secretive. There is something about Archibald that makes the others uncomfortable. A typical concept in retail sales is that there's always more inventory "in the back," where there's a storeroom for additional goods that might not be shown on the shelves where customers browse. The premise of this story is that there is something very unusual about this store's "in the back." Put it all together and tell something compelling and fun.

You can see how the detail provides more for the AI to work with. First, feed "Write me a story about a bookstore" into ChatGPT and see what it gives you. Then feed in the above prompt and you'll see the difference.

3. Tell the AI to assume an identity or profession

One of ChatGPT's coolest features is that it can write from the point of view of a specific person or profession. In a previous article, I showed how you can make ChatGPT write like a pirate or Shakespeare , but you can also have it write like a teacher, a marketing executive, a fiction writer -- anyone you want. 

Also: How ChatGPT can rewrite and improve your existing code  

For example, I can ask ChatGPT to describe the Amazon Echo smart home device, but to do so from the point of view of a product manager, a caregiver, and a journalist in three separate prompts: 

From the point of view of its product manager, describe the Amazon Echo Alexa device. From the point of view of an adult child caring for an elderly parent, describe the Amazon Echo Alexa device. From the point of view of a journalist, describe the Amazon Echo Alexa device.

Try dropping these three prompts into ChatGPT to see its complete response. 

I've pulled a few lines from ChatGPT's responses, so you can see how it interprets different perspectives.  From the product manager identity:  I can confidently say that this is one of the most innovative and revolutionary products in the smart home industry.

From the caregiver identity:  The device's ability to set reminders and alarms can be particularly helpful for elderly individuals who may have trouble remembering to take their medication or attend appointments.

Also:   5 ways to explore the use of generative AI at work

And from the journalist identity:  From a journalistic perspective, the Echo has made headlines due to privacy concerns surrounding the collection and storage of user data.

You can see how different identities allow the AI to provide different perspectives as part of its response. To expand this, you can let the AI do a thought experiment. Let's look at some of the issues that went into the creation of something like Alexa:

The year is 2012. Siri has been out for the iPhone for about a year, but nothing like an Alexa smart home device has been released. The scene is an Amazon board meeting where the Echo smart assistant based on Alexa has just been proposed.  Provide the arguments, pro and con, that board members at that meeting would have been likely to discuss as part of their process of deciding whether or not to approve spending to invest in developing the device.  Feel free to also include participation by engineering design experts and product champions, if that provides more comprehensive perspective.

It's also good to know that making minor changes to your prompts can significantly change ChatGPT's response. For example, when I changed the phrase, "Provide the arguments, pro and con, that..." to "Provide the pro and con arguments as dialogue, that...," ChatGPT rewrote its answer, switching from a list of enumerated pros and cons to an actual dialogue between participants.

4. Keep ChatGPT on track

As mentioned above, ChatGPT has a tendency to go off the rails, lose track of the discussion, or completely fabricate answers. 

There are a few techniques you can use to help keep it on track and honest.

One of my favorite things to do is ask ChatGPT to justify its responses. I'll use phrases like "Why do you think that?" or "What evidence supports your answer?" Often, the AI will simply apologize for making stuff up and come back with a new answer. Other times, it might give you some useful information about its reasoning path. In any case, don't forget to apply the tips I provide for having ChatGPT cite sources .

Also:  My two favorite ChatGPT Plus features and the remarkable things I can do with them

If you have a fairly long conversation with ChatGPT, you'll start to notice that the AI loses the thread. Not that that's unique to AIs -- even in extended conversations with humans, someone is bound to get lost. That said, you can gently guide the AI back on track by reminding it what the topic is, as well as what you're trying to explore.

5. Don't be afraid to play and experiment

One of the best ways to up your skill at this craft is to play around with what the chatbot can do.

Try feeding ChatGPT a variety of interesting prompts to see what it will do with them. Then change them up and see what happens. Here are five to get you started:

• Imagine you are a raindrop falling from the sky during a thunderstorm. Describe your journey from the moment you form in the cloud to the moment you hit the ground. What do you see, feel, and experience?
• You are a toy that has been left behind in an attic for decades. Narrate your feelings, memories of playtimes past, and your hopes of being rediscovered.
• Write the final diary entry of a time traveler who has decided to settle down in a specific era, explaining why they chose that time and what they've learned from their travels.
• Imagine a dialogue between two unlikely objects, like a teacup and a wristwatch, discussing the daily routines and challenges they face.
• Describe a day in an ant colony from the perspective of an ant. Dive deep into the politics, challenges, and social structures of the ant world.

Pay attention not only to what the AI generates, but how it generates what it does, what mistakes it makes, and where it seems to run into limits. All of that detail will help you expand your prompting horizons.

More prompt-writing tips 

• Feel free to re-ask the question. ChatGPT will often change its answer with each ask.
• Make small changes to your prompts to guide it into giving you a better answer.
• ChatGPT will retain its awareness of previous conversations as long as the current page is open. If you leave that page, it will lose awareness. To be clear, ChatGPT will also sometimes lose the thread of the conversation without reason, so be aware you may need to start over from time to time.
• Similarly, opening a new page will start the discussion with fresh responses.
• Be sure to specify the length of the response you want. Answers over about 500 words sometimes break down. 
• You can correct and clarify prompts based on how the AI answered previously. If it's misinterpreting you, you may be able to just tell it what it missed and continue.
• Rephrase questions if ChatGPT doesn't want to answer what you're asking. Use personas to elicit answers that it might not otherwise want to give.
• If you want sources cited , tell it to support or justify its answers.
• ChatGPT custom instructions are now available to free users. You can  give ChatGPT a set of prompts that are always available , so you don't have to retype them.
• Keep experimenting.
• Consider getting the ChatGPT Plus subscription . You can then use your own data for powerful analytics . You can also pull data from the Web . 
• Try asking the same question of Gemini  (formerly Bard) or Copilot (formerly Bing Chat). Both will interpret your prompts differently and answer differently. This is effectively getting a second opinion on your prompt, and can give you alternate perspectives.
• Ask for examples. If you want to see how well ChatGPT understands what you're asking for, ask it "Can you give me three examples of how that works?" or similar questions.
• Ask it to repeat parts of your original requests back to you. For example, if you feed it an article to analyze, you can tell it something like, "Just to be sure you understand, please echo back the first three headlines," or "I want to be sure you understand what I mean, so summarize the main conflict discussed in this article." 
• Sometimes ChatGPT just fails. Keep trying, but also be willing to give up and move on to other tools. It's not perfect...yet.

What type of prompts work best with ChatGPT? 

Part of what makes ChatGPT so compelling is you can ask it almost anything. That said, keep in mind that it's designed to provide written answers. If you want a list of websites, you're better off talking to Google. 

Also:  How to use DALL-E 3 in ChatGPT

If you want some form of computation, talk to Wolfram Alpha . Give ChatGPT open-ended prompts, encourage creativity, and don't be afraid to share personal experiences or emotions. Plus, keep in mind that the AI's knowledge ends in 2021  for ChatGPT 3.5 and December 2023 for ChatGPT 4 in ChatGPT Plus.

How can I adjust the complexity of ChatGPT responses?

You can directly specify the complexity level by including it in your prompt. Add "... at a high school level" or "... at a level intended for a Ph.D. to understand" to the end of your question. You can also increase complexity of output by increasing the richness of your input. The more you provide in your prompt, the more detailed and nuanced ChatGPT's response will be. You can also include other specific instructions, like "Give me a summary," "Explain in detail," or "Provide a technical description."

Also:  How does ChatGPT actually work?

You can also pre-define profiles. For example, you could say "When evaluating something for a manager, assume an individual with a four-year business college education, a lack of detailed technical understanding, and a fairly limited attention span, who likes to get answers that are clear and concise. When evaluating something for a programmer, assume considerable technical knowledge, an enjoyment of geek and science fiction references, and a desire for a complete answer. Accuracy is deeply important to programmers, so double-check your work."

If you ask ChatGPT to "explain C++ to a manager" and "explain C++ to a programmer," you'll see how the responses differ.

What do I do if ChatGPT refuses to answer or I don't like its answer? 

There are some guardrails built into ChatGPT. It tends to shut down if you ask it political questions, for example. That's what's built into the system. While you might be able to tease out an answer, it's probably not going to provide great value. That said, feel free to keep trying with different phrasing or perspectives. 

You can follow my day-to-day project updates on social media. Be sure to subscribe to my weekly update newsletter on Substack , and follow me on Twitter at @DavidGewirtz , on Facebook at Facebook.com/DavidGewirtz , on Instagram at Instagram.com/DavidGewirtz , and on YouTube at YouTube.com/DavidGewirtzTV .

More on AI tools

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Improving text editing on the web, one feature at a time

• Microsoft Edge Team

The web’s success is due, in big parts, to its ability to support text entry and form submissions. In other words, entering text on webpages is a fundamental part of the web, which we’ve all used.

But today’s modern web applications go even further and let you edit entire documents, spreadsheets, or presentations. Other applications let you write code, chat with friends, or write emails.

Even though the use cases are very diverse, the underlying technology hasn’t changed much since the early days of the web. the HTML input and textarea elements are still the primary ways to enter text, and they work great. For more advanced use cases, web developers often rely on the contenteditable HTML attribute, which lets you capture rich text input.

These text editing primitives are powerful, but building advanced experiences still comes with a lot of challenges and sometimes requires less than ideal workarounds.

On the Microsoft Edge team, we’re very familiar with these challenges and work hand in hand with our partners to make text editing on the web a better experience for everyone.

In this article, we’ll share a few important improvements that we’ve recently made to Microsoft Edge and to the web platform, which we’re very excited about:

• Rewriting text with AI.
• Writing with digital pens directly on web pages.
• Building text editors that support advanced text-editing surfaces.
• Improving clipboard access APIs.
• And controlling text prediction features.

Rewrite text with Copilot

Starting with version 124, Microsoft Edge’s AI Compose feature becomes available inline, within editable text areas of a document.

Select a section of text that’s displayed in an editable field and click the Copilot icon to start rewriting that section, by iterating through different AI-generated proposals.

You can change the tone, format, or length settings to your needs.

Being able to access Copilot directly within input fields can save time and avoid context switching. But we also realize that not all text editable surfaces on the web need this capability, so we’re also introducing the writingsuggestions HTML attribute to disable it. More on this attribute at the end of this article.

Write in any text field with a digital pen

Windows Ink allows you to write with a digital pen directly into an input field on Windows touch devices. This helps you stay in your workflow by reducing the need to switch back and forth between your keyboard and digital pen.

Microsoft Edge now also supports Windows Ink in places such as textarea elements, input elements, elements with the contenteditable attribute, or the browser address bar.

With Windows Ink support in Microsoft Edge, you can:

• Enter text by writing with a pen in, or near an input field.
• Delete text by scribbling over words to delete them.
• Add or remove spaces by drawing vertical lines in the text.
• Add line breaks by drawing horizontal lines.

Windows Ink can save a lot of time when interacting with webpages with a digital pen, and we would love to hear what you think and how we can improve the feature.

Note that you can toggle the feature in Microsoft Edge by going to edge://settings/content/HandwritingToText in a browser window.

Build rich text editors that support advanced input methods

Today’s text editing techniques on the web make it hard to truly decouple the text input logic from the text rendering logic. Custom text editors often must use a hidden element that uses the contenteditable attribute to capture text input events, and then render the text separately, which often comes with accessibility issues.

To help with this, we shipped the EditContext API in Chromium to make it possible to create custom web text editors that support advanced input methods and avoid hacky solutions. The API is available in Microsoft Edge starting with 121, and in other Chromium-based browsers.

With the EditContext API, web developers can receive text input events directly through the API surface, which removes unnecessary complexity in the code, enhances accessibility, and lets developers create their own custom view of the edited text. For example, you can use the API to render the edited text in a <canvas> element if you want.

The API supports text-editing UI surfaces that a user might be composing text with at the operating system level, such as IME composition dialogs. It even supports Windows Ink.

To learn more about the EditContext API, check out our previous announcement , and the API’s reference documentation on MDN .

Copy & paste HTML

Text editing webapps often encounter clipboard issues when copying and pasting HTML formatted content. Sometimes, the format is lost, other times, the clipboard payload is much more complicated than it should.

To address this, we introduced the unsanitized option to the navigator.clipboard.read() method, allowing web applications to choose when they want to receive the full HTML content, rather than a browser-sanitized version of the HTML.

To learn more about how to use the option, check out the Clipboard read() method documentation on MDN .

This API has already helped us improve Excel Online by addressing several top copy-paste issues affecting the app. We shipped the API in Chromium, making it available to all Chromium-based browsers, including Microsoft Edge starting with version 122.

Detect supported clipboard formats

When writing data to the system clipboard, by using the Clipboard API , web developers have no way of knowing if the data they’re trying to write is supported. This means that they must first attempt to write the data to the clipboard and then check whether the write operation failed due to an unsupported data format.

This leads to more complex code and unnecessary cost in terms of CPU cycles.

To fix this, we’ve added a new static method to the ClipboardItem interface called supports() , which makes it possible to detect supported clipboard formats before attempting to write data. For example, to test if the text/html mime-type is supported, use ClipboardItem.supports("text/html") .

This new method shipped with Microsoft Edge 121, and is available in other Chromium browsers too.

Control the browser’s text prediction feature

As mentioned before, Microsoft Edge lets you rewrite text with the inline Compose feature. Edge can also predict text as you type, with the text prediction feature . Text prediction makes writing much faster by completing sentences.

However, we realize that not all text editing surfaces on the web want the text prediction or inline Compose features available at all times. So, starting with version 124, we’re introducing a new HTML attribute called writingsuggestions . The new attribute can be used to turn off text prediction and inline Compose on any editor element. To learn more, check out our explainer document , and the attribute’s specification .

The new writingsuggestions attribute is now part of the Chromium codebase, making it available to all Chromium-based browsers. However, because Microsoft Edge is currently the only browser to have access to these text prediction and rewriting features, the attribute doesn’t have any effect in other browsers.

Text editing on the web is more important than ever, and we can continue making the user and developer experience better with new APIs and browser features that address specific challenges. We hope the improvements described in this article are useful to you.

As always, we’d love to know what you think or if you spot any issues! To reach out, click the … button in the top-right corner of Microsoft Edge, and then go to Help and feedback > Send feedback .