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15 Types of Research Methods

types of research methods, explained below

Research methods refer to the strategies, tools, and techniques used to gather and analyze data in a structured way in order to answer a research question or investigate a hypothesis (Hammond & Wellington, 2020).

Generally, we place research methods into two categories: quantitative and qualitative. Each has its own strengths and weaknesses, which we can summarize as:

  • Quantitative research can achieve generalizability through scrupulous statistical analysis applied to large sample sizes.
  • Qualitative research achieves deep, detailed, and nuance accounts of specific case studies, which are not generalizable.

Some researchers, with the aim of making the most of both quantitative and qualitative research, employ mixed methods, whereby they will apply both types of research methods in the one study, such as by conducting a statistical survey alongside in-depth interviews to add context to the quantitative findings.

Below, I’ll outline 15 common research methods, and include pros, cons, and examples of each .

Types of Research Methods

Research methods can be broadly categorized into two types: quantitative and qualitative.

  • Quantitative methods involve systematic empirical investigation of observable phenomena via statistical, mathematical, or computational techniques, providing an in-depth understanding of a specific concept or phenomenon (Schweigert, 2021). The strengths of this approach include its ability to produce reliable results that can be generalized to a larger population, although it can lack depth and detail.
  • Qualitative methods encompass techniques that are designed to provide a deep understanding of a complex issue, often in a specific context, through collection of non-numerical data (Tracy, 2019). This approach often provides rich, detailed insights but can be time-consuming and its findings may not be generalizable.

These can be further broken down into a range of specific research methods and designs:

Combining the two methods above, mixed methods research mixes elements of both qualitative and quantitative research methods, providing a comprehensive understanding of the research problem . We can further break these down into:

  • Sequential Explanatory Design (QUAN→QUAL): This methodology involves conducting quantitative analysis first, then supplementing it with a qualitative study.
  • Sequential Exploratory Design (QUAL→QUAN): This methodology goes in the other direction, starting with qualitative analysis and ending with quantitative analysis.

Let’s explore some methods and designs from both quantitative and qualitative traditions, starting with qualitative research methods.

Qualitative Research Methods

Qualitative research methods allow for the exploration of phenomena in their natural settings, providing detailed, descriptive responses and insights into individuals’ experiences and perceptions (Howitt, 2019).

These methods are useful when a detailed understanding of a phenomenon is sought.

1. Ethnographic Research

Ethnographic research emerged out of anthropological research, where anthropologists would enter into a setting for a sustained period of time, getting to know a cultural group and taking detailed observations.

Ethnographers would sometimes even act as participants in the group or culture, which many scholars argue is a weakness because it is a step away from achieving objectivity (Stokes & Wall, 2017).

In fact, at its most extreme version, ethnographers even conduct research on themselves, in a fascinating methodology call autoethnography .

The purpose is to understand the culture, social structure, and the behaviors of the group under study. It is often useful when researchers seek to understand shared cultural meanings and practices in their natural settings.

However, it can be time-consuming and may reflect researcher biases due to the immersion approach.

Example of Ethnography

Liquidated: An Ethnography of Wall Street  by Karen Ho involves an anthropologist who embeds herself with Wall Street firms to study the culture of Wall Street bankers and how this culture affects the broader economy and world.

2. Phenomenological Research

Phenomenological research is a qualitative method focused on the study of individual experiences from the participant’s perspective (Tracy, 2019).

It focuses specifically on people’s experiences in relation to a specific social phenomenon ( see here for examples of social phenomena ).

This method is valuable when the goal is to understand how individuals perceive, experience, and make meaning of particular phenomena. However, because it is subjective and dependent on participants’ self-reports, findings may not be generalizable, and are highly reliant on self-reported ‘thoughts and feelings’.

Example of Phenomenological Research

A phenomenological approach to experiences with technology  by Sebnem Cilesiz represents a good starting-point for formulating a phenomenological study. With its focus on the ‘essence of experience’, this piece presents methodological, reliability, validity, and data analysis techniques that phenomenologists use to explain how people experience technology in their everyday lives.

3. Historical Research

Historical research is a qualitative method involving the examination of past events to draw conclusions about the present or make predictions about the future (Stokes & Wall, 2017).

As you might expect, it’s common in the research branches of history departments in universities.

This approach is useful in studies that seek to understand the past to interpret present events or trends. However, it relies heavily on the availability and reliability of source materials, which may be limited.

Common data sources include cultural artifacts from both material and non-material culture , which are then examined, compared, contrasted, and contextualized to test hypotheses and generate theories.

Example of Historical Research

A historical research example might be a study examining the evolution of gender roles over the last century. This research might involve the analysis of historical newspapers, advertisements, letters, and company documents, as well as sociocultural contexts.

4. Content Analysis

Content analysis is a research method that involves systematic and objective coding and interpreting of text or media to identify patterns, themes, ideologies, or biases (Schweigert, 2021).

A content analysis is useful in analyzing communication patterns, helping to reveal how texts such as newspapers, movies, films, political speeches, and other types of ‘content’ contain narratives and biases.

However, interpretations can be very subjective, which often requires scholars to engage in practices such as cross-comparing their coding with peers or external researchers.

Content analysis can be further broken down in to other specific methodologies such as semiotic analysis, multimodal analysis , and discourse analysis .

Example of Content Analysis

How is Islam Portrayed in Western Media?  by Poorebrahim and Zarei (2013) employs a type of content analysis called critical discourse analysis (common in poststructuralist and critical theory research ). This study by Poorebrahum and Zarei combs through a corpus of western media texts to explore the language forms that are used in relation to Islam and Muslims, finding that they are overly stereotyped, which may represent anti-Islam bias or failure to understand the Islamic world.

5. Grounded Theory Research

Grounded theory involves developing a theory  during and after  data collection rather than beforehand.

This is in contrast to most academic research studies, which start with a hypothesis or theory and then testing of it through a study, where we might have a null hypothesis (disproving the theory) and an alternative hypothesis (supporting the theory).

Grounded Theory is useful because it keeps an open mind to what the data might reveal out of the research. It can be time-consuming and requires rigorous data analysis (Tracy, 2019).

Grounded Theory Example

Developing a Leadership Identity   by Komives et al (2005) employs a grounded theory approach to develop a thesis based on the data rather than testing a hypothesis. The researchers studied the leadership identity of 13 college students taking on leadership roles. Based on their interviews, the researchers theorized that the students’ leadership identities shifted from a hierarchical view of leadership to one that embraced leadership as a collaborative concept.

6. Action Research

Action research is an approach which aims to solve real-world problems and bring about change within a setting. The study is designed to solve a specific problem – or in other words, to take action (Patten, 2017).

This approach can involve mixed methods, but is generally qualitative because it usually involves the study of a specific case study wherein the researcher works, e.g. a teacher studying their own classroom practice to seek ways they can improve.

Action research is very common in fields like education and nursing where practitioners identify areas for improvement then implement a study in order to find paths forward.

Action Research Example

Using Digital Sandbox Gaming to Improve Creativity Within Boys’ Writing   by Ellison and Drew was a research study one of my research students completed in his own classroom under my supervision. He implemented a digital game-based approach to literacy teaching with boys and interviewed his students to see if the use of games as stimuli for storytelling helped draw them into the learning experience.

7. Natural Observational Research

Observational research can also be quantitative (see: experimental research), but in naturalistic settings for the social sciences, researchers tend to employ qualitative data collection methods like interviews and field notes to observe people in their day-to-day environments.

This approach involves the observation and detailed recording of behaviors in their natural settings (Howitt, 2019). It can provide rich, in-depth information, but the researcher’s presence might influence behavior.

While observational research has some overlaps with ethnography (especially in regard to data collection techniques), it tends not to be as sustained as ethnography, e.g. a researcher might do 5 observations, every second Monday, as opposed to being embedded in an environment.

Observational Research Example

A researcher might use qualitative observational research to study the behaviors and interactions of children at a playground. The researcher would document the behaviors observed, such as the types of games played, levels of cooperation , and instances of conflict.

8. Case Study Research

Case study research is a qualitative method that involves a deep and thorough investigation of a single individual, group, or event in order to explore facets of that phenomenon that cannot be captured using other methods (Stokes & Wall, 2017).

Case study research is especially valuable in providing contextualized insights into specific issues, facilitating the application of abstract theories to real-world situations (Patten, 2017).

However, findings from a case study may not be generalizable due to the specific context and the limited number of cases studied (Walliman, 2021).

See More: Case Study Advantages and Disadvantages

Example of a Case Study

Scholars conduct a detailed exploration of the implementation of a new teaching method within a classroom setting. The study focuses on how the teacher and students adapt to the new method, the challenges encountered, and the outcomes on student performance and engagement. While the study provides specific and detailed insights of the teaching method in that classroom, it cannot be generalized to other classrooms, as statistical significance has not been established through this qualitative approach.

Quantitative Research Methods

Quantitative research methods involve the systematic empirical investigation of observable phenomena via statistical, mathematical, or computational techniques (Pajo, 2022). The focus is on gathering numerical data and generalizing it across groups of people or to explain a particular phenomenon.

9. Experimental Research

Experimental research is a quantitative method where researchers manipulate one variable to determine its effect on another (Walliman, 2021).

This is common, for example, in high-school science labs, where students are asked to introduce a variable into a setting in order to examine its effect.

This type of research is useful in situations where researchers want to determine causal relationships between variables. However, experimental conditions may not reflect real-world conditions.

Example of Experimental Research

A researcher may conduct an experiment to determine the effects of a new educational approach on student learning outcomes. Students would be randomly assigned to either the control group (traditional teaching method) or the experimental group (new educational approach).

10. Surveys and Questionnaires

Surveys and questionnaires are quantitative methods that involve asking research participants structured and predefined questions to collect data about their attitudes, beliefs, behaviors, or characteristics (Patten, 2017).

Surveys are beneficial for collecting data from large samples, but they depend heavily on the honesty and accuracy of respondents.

They tend to be seen as more authoritative than their qualitative counterparts, semi-structured interviews, because the data is quantifiable (e.g. a questionnaire where information is presented on a scale from 1 to 10 can allow researchers to determine and compare statistical means, averages, and variations across sub-populations in the study).

Example of a Survey Study

A company might use a survey to gather data about employee job satisfaction across its offices worldwide. Employees would be asked to rate various aspects of their job satisfaction on a Likert scale. While this method provides a broad overview, it may lack the depth of understanding possible with other methods (Stokes & Wall, 2017).

11. Longitudinal Studies

Longitudinal studies involve repeated observations of the same variables over extended periods (Howitt, 2019). These studies are valuable for tracking development and change but can be costly and time-consuming.

With multiple data points collected over extended periods, it’s possible to examine continuous changes within things like population dynamics or consumer behavior. This makes a detailed analysis of change possible.

a visual representation of a longitudinal study demonstrating that data is collected over time on one sample so researchers can examine how variables change over time

Perhaps the most relatable example of a longitudinal study is a national census, which is taken on the same day every few years, to gather comparative demographic data that can show how a nation is changing over time.

While longitudinal studies are commonly quantitative, there are also instances of qualitative ones as well, such as the famous 7 Up study from the UK, which studies 14 individuals every 7 years to explore their development over their lives.

Example of a Longitudinal Study

A national census, taken every few years, uses surveys to develop longitudinal data, which is then compared and analyzed to present accurate trends over time. Trends a census can reveal include changes in religiosity, values and attitudes on social issues, and much more.

12. Cross-Sectional Studies

Cross-sectional studies are a quantitative research method that involves analyzing data from a population at a specific point in time (Patten, 2017). They provide a snapshot of a situation but cannot determine causality.

This design is used to measure and compare the prevalence of certain characteristics or outcomes in different groups within the sampled population.

A visual representation of a cross-sectional group of people, demonstrating that the data is collected at a single point in time and you can compare groups within the sample

The major advantage of cross-sectional design is its ability to measure a wide range of variables simultaneously without needing to follow up with participants over time.

However, cross-sectional studies do have limitations . This design can only show if there are associations or correlations between different variables, but cannot prove cause and effect relationships, temporal sequence, changes, and trends over time.

Example of a Cross-Sectional Study

Our longitudinal study example of a national census also happens to contain cross-sectional design. One census is cross-sectional, displaying only data from one point in time. But when a census is taken once every few years, it becomes longitudinal, and so long as the data collection technique remains unchanged, identification of changes will be achievable, adding another time dimension on top of a basic cross-sectional study.

13. Correlational Research

Correlational research is a quantitative method that seeks to determine if and to what degree a relationship exists between two or more quantifiable variables (Schweigert, 2021).

This approach provides a fast and easy way to make initial hypotheses based on either positive or  negative correlation trends  that can be observed within dataset.

While correlational research can reveal relationships between variables, it cannot establish causality.

Methods used for data analysis may include statistical correlations such as Pearson’s or Spearman’s.

Example of Correlational Research

A team of researchers is interested in studying the relationship between the amount of time students spend studying and their academic performance. They gather data from a high school, measuring the number of hours each student studies per week and their grade point averages (GPAs) at the end of the semester. Upon analyzing the data, they find a positive correlation, suggesting that students who spend more time studying tend to have higher GPAs.

14. Quasi-Experimental Design Research

Quasi-experimental design research is a quantitative research method that is similar to experimental design but lacks the element of random assignment to treatment or control.

Instead, quasi-experimental designs typically rely on certain other methods to control for extraneous variables.

The term ‘quasi-experimental’ implies that the experiment resembles a true experiment, but it is not exactly the same because it doesn’t meet all the criteria for a ‘true’ experiment, specifically in terms of control and random assignment.

Quasi-experimental design is useful when researchers want to study a causal hypothesis or relationship, but practical or ethical considerations prevent them from manipulating variables and randomly assigning participants to conditions.

Example of Quasi-Experimental Design

A researcher wants to study the impact of a new math tutoring program on student performance. However, ethical and practical constraints prevent random assignment to the “tutoring” and “no tutoring” groups. Instead, the researcher compares students who chose to receive tutoring (experimental group) to similar students who did not choose to receive tutoring (control group), controlling for other variables like grade level and previous math performance.

Related: Examples and Types of Random Assignment in Research

15. Meta-Analysis Research

Meta-analysis statistically combines the results of multiple studies on a specific topic to yield a more precise estimate of the effect size. It’s the gold standard of secondary research .

Meta-analysis is particularly useful when there are numerous studies on a topic, and there is a need to integrate the findings to draw more reliable conclusions.

Some meta-analyses can identify flaws or gaps in a corpus of research, when can be highly influential in academic research, despite lack of primary data collection.

However, they tend only to be feasible when there is a sizable corpus of high-quality and reliable studies into a phenomenon.

Example of a Meta-Analysis

The power of feedback revisited (Wisniewski, Zierer & Hattie, 2020) is a meta-analysis that examines 435 empirical studies research on the effects of feedback on student learning. They use a random-effects model to ascertain whether there is a clear effect size across the literature. The authors find that feedback tends to impact cognitive and motor skill outcomes but has less of an effect on motivational and behavioral outcomes.

Choosing a research method requires a lot of consideration regarding what you want to achieve, your research paradigm, and the methodology that is most valuable for what you are studying. There are multiple types of research methods, many of which I haven’t been able to present here. Generally, it’s recommended that you work with an experienced researcher or research supervisor to identify a suitable research method for your study at hand.

Hammond, M., & Wellington, J. (2020). Research methods: The key concepts . New York: Routledge.

Howitt, D. (2019). Introduction to qualitative research methods in psychology . London: Pearson UK.

Pajo, B. (2022). Introduction to research methods: A hands-on approach . New York: Sage Publications.

Patten, M. L. (2017). Understanding research methods: An overview of the essentials . New York: Sage

Schweigert, W. A. (2021). Research methods in psychology: A handbook . Los Angeles: Waveland Press.

Stokes, P., & Wall, T. (2017). Research methods . New York: Bloomsbury Publishing.

Tracy, S. J. (2019). Qualitative research methods: Collecting evidence, crafting analysis, communicating impact . London: John Wiley & Sons.

Walliman, N. (2021). Research methods: The basics. London: Routledge.

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Research methods--quantitative, qualitative, and more: overview.

  • Quantitative Research
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About Research Methods

This guide provides an overview of research methods, how to choose and use them, and supports and resources at UC Berkeley. 

As Patten and Newhart note in the book Understanding Research Methods , "Research methods are the building blocks of the scientific enterprise. They are the "how" for building systematic knowledge. The accumulation of knowledge through research is by its nature a collective endeavor. Each well-designed study provides evidence that may support, amend, refute, or deepen the understanding of existing knowledge...Decisions are important throughout the practice of research and are designed to help researchers collect evidence that includes the full spectrum of the phenomenon under study, to maintain logical rules, and to mitigate or account for possible sources of bias. In many ways, learning research methods is learning how to see and make these decisions."

The choice of methods varies by discipline, by the kind of phenomenon being studied and the data being used to study it, by the technology available, and more.  This guide is an introduction, but if you don't see what you need here, always contact your subject librarian, and/or take a look to see if there's a library research guide that will answer your question. 

Suggestions for changes and additions to this guide are welcome! 

START HERE: SAGE Research Methods

Without question, the most comprehensive resource available from the library is SAGE Research Methods.  HERE IS THE ONLINE GUIDE  to this one-stop shopping collection, and some helpful links are below:

  • SAGE Research Methods
  • Little Green Books  (Quantitative Methods)
  • Little Blue Books  (Qualitative Methods)
  • Dictionaries and Encyclopedias  
  • Case studies of real research projects
  • Sample datasets for hands-on practice
  • Streaming video--see methods come to life
  • Methodspace- -a community for researchers
  • SAGE Research Methods Course Mapping

Library Data Services at UC Berkeley

Library Data Services Program and Digital Scholarship Services

The LDSP offers a variety of services and tools !  From this link, check out pages for each of the following topics:  discovering data, managing data, collecting data, GIS data, text data mining, publishing data, digital scholarship, open science, and the Research Data Management Program.

Be sure also to check out the visual guide to where to seek assistance on campus with any research question you may have!

Library GIS Services

Other Data Services at Berkeley

D-Lab Supports Berkeley faculty, staff, and graduate students with research in data intensive social science, including a wide range of training and workshop offerings Dryad Dryad is a simple self-service tool for researchers to use in publishing their datasets. It provides tools for the effective publication of and access to research data. Geospatial Innovation Facility (GIF) Provides leadership and training across a broad array of integrated mapping technologies on campu Research Data Management A UC Berkeley guide and consulting service for research data management issues

General Research Methods Resources

Here are some general resources for assistance:

  • Assistance from ICPSR (must create an account to access): Getting Help with Data , and Resources for Students
  • Wiley Stats Ref for background information on statistics topics
  • Survey Documentation and Analysis (SDA) .  Program for easy web-based analysis of survey data.

Consultants

  • D-Lab/Data Science Discovery Consultants Request help with your research project from peer consultants.
  • Research data (RDM) consulting Meet with RDM consultants before designing the data security, storage, and sharing aspects of your qualitative project.
  • Statistics Department Consulting Services A service in which advanced graduate students, under faculty supervision, are available to consult during specified hours in the Fall and Spring semesters.

Related Resourcex

  • IRB / CPHS Qualitative research projects with human subjects often require that you go through an ethics review.
  • OURS (Office of Undergraduate Research and Scholarships) OURS supports undergraduates who want to embark on research projects and assistantships. In particular, check out their "Getting Started in Research" workshops
  • Sponsored Projects Sponsored projects works with researchers applying for major external grants.
  • Next: Quantitative Research >>
  • Last Updated: Apr 3, 2023 3:14 PM
  • URL: https://guides.lib.berkeley.edu/researchmethods

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Research Methods | Definition, Types, Examples

Research methods are specific procedures for collecting and analysing data. Developing your research methods is an integral part of your research design . When planning your methods, there are two key decisions you will make.

First, decide how you will collect data . Your methods depend on what type of data you need to answer your research question :

  • Qualitative vs quantitative : Will your data take the form of words or numbers?
  • Primary vs secondary : Will you collect original data yourself, or will you use data that have already been collected by someone else?
  • Descriptive vs experimental : Will you take measurements of something as it is, or will you perform an experiment?

Second, decide how you will analyse the data .

  • For quantitative data, you can use statistical analysis methods to test relationships between variables.
  • For qualitative data, you can use methods such as thematic analysis to interpret patterns and meanings in the data.

Table of contents

Methods for collecting data, examples of data collection methods, methods for analysing data, examples of data analysis methods, frequently asked questions about methodology.

Data are the information that you collect for the purposes of answering your research question . The type of data you need depends on the aims of your research.

Qualitative vs quantitative data

Your choice of qualitative or quantitative data collection depends on the type of knowledge you want to develop.

For questions about ideas, experiences and meanings, or to study something that can’t be described numerically, collect qualitative data .

If you want to develop a more mechanistic understanding of a topic, or your research involves hypothesis testing , collect quantitative data .

You can also take a mixed methods approach, where you use both qualitative and quantitative research methods.

Primary vs secondary data

Primary data are any original information that you collect for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary data are information that has already been collected by other researchers (e.g. in a government census or previous scientific studies).

If you are exploring a novel research question, you’ll probably need to collect primary data. But if you want to synthesise existing knowledge, analyse historical trends, or identify patterns on a large scale, secondary data might be a better choice.

Descriptive vs experimental data

In descriptive research , you collect data about your study subject without intervening. The validity of your research will depend on your sampling method .

In experimental research , you systematically intervene in a process and measure the outcome. The validity of your research will depend on your experimental design .

To conduct an experiment, you need to be able to vary your independent variable , precisely measure your dependent variable, and control for confounding variables . If it’s practically and ethically possible, this method is the best choice for answering questions about cause and effect.

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Your data analysis methods will depend on the type of data you collect and how you prepare them for analysis.

Data can often be analysed both quantitatively and qualitatively. For example, survey responses could be analysed qualitatively by studying the meanings of responses or quantitatively by studying the frequencies of responses.

Qualitative analysis methods

Qualitative analysis is used to understand words, ideas, and experiences. You can use it to interpret data that were collected:

  • From open-ended survey and interview questions, literature reviews, case studies, and other sources that use text rather than numbers.
  • Using non-probability sampling methods .

Qualitative analysis tends to be quite flexible and relies on the researcher’s judgement, so you have to reflect carefully on your choices and assumptions.

Quantitative analysis methods

Quantitative analysis uses numbers and statistics to understand frequencies, averages and correlations (in descriptive studies) or cause-and-effect relationships (in experiments).

You can use quantitative analysis to interpret data that were collected either:

  • During an experiment.
  • Using probability sampling methods .

Because the data are collected and analysed in a statistically valid way, the results of quantitative analysis can be easily standardised and shared among researchers.

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.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

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.

The research methods you use depend on the type of data you need to answer your research question .

  • If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
  • If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
  • If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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

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

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

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

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  • What Is Convenience Sampling? | Definition & Examples
  • What Is Convergent Validity? | Definition & Examples
  • What Is Criterion Validity? | Definition & Examples
  • What Is Deductive Reasoning? | Explanation & Examples
  • What Is Discriminant Validity? | Definition & Example
  • What Is Ecological Validity? | Definition & Examples
  • What Is Ethnography? | Meaning, Guide & Examples
  • What Is Non-Probability Sampling? | Types & Examples
  • What Is Participant Observation? | Definition & Examples
  • What Is Peer Review? | Types & Examples
  • What Is Predictive Validity? | Examples & Definition
  • What Is Probability Sampling? | Types & Examples
  • What Is Purposive Sampling? | Definition & Examples
  • What Is Qualitative Observation? | Definition & Examples
  • What Is Qualitative Research? | Methods & Examples
  • What Is Quantitative Observation? | Definition & Examples
  • What Is Quantitative Research? | Definition & Methods
  • What Is Quota Sampling? | Definition & Examples
  • What is Secondary Research? | Definition, Types, & Examples
  • What Is Snowball Sampling? | Definition & Examples
  • Within-Subjects Design | Explanation, Approaches, Examples

Exploring Types of Research Methods: A Comprehensive Guide

Harish M

Grasping the concept of research method is essential for anyone engaged in research or assessing the outcomes of studies. Whether you're an academic student, a dedicated researcher, or just inquisitive about the world, a thorough understanding of the diverse research methods will assist you in sifting through the extensive array of information at your disposal.

Our detailed guide will walk you through the types of research design, including qualitative and quantitative approaches, as well as descriptive, correlational, experimental, and mixed methods research. We will also touch upon the different types of research methodology, ensuring a comprehensive understanding of the various types of methods in research.

This article will also highlight the pivotal factors to consider when crafting a study and the inherent strengths and limitations of different type of research methods.Whether you're embarking on your own research project or looking to enhance your critical thinking skills Armed with the research methods definition, this guide will equip you with the essential knowledge to make well-informed decisions and formulate significant conclusions in the field of research.

Qualitative vs. Quantitative Research Methods

Qualitative and quantitative research methods represent two fundamentally different approaches to data collection and analysis. Qualitative observation delves into non-numerical data, while quantitative observation involves the scrutiny of data that is numerical and quantifiable.

Qualitative Research:

  • Involves gathering and interpreting non-numerical data, such as text, video, photographs, or audio recordings
  • Uses sources like interviews, focus groups, documents, personal accounts, cultural records, and observation
  • Unstructured or semi-structured format
  • Open-ended questions
  • Comprehensive perspective on individuals' experiences
  • Comparison of participants' feedback and input
  • Focus on answering the "why" behind a phenomenon, correlation, or behavior
  • Ethnography, for instance, seeks to gain insights into phenomena, groups, or experiences that cannot be objectively measured or quantified, offering a deep dive into the cultural fabric of a community.
  • This method is used to understand how an individual subjectively perceives and imparts meaning to their social reality, often revealing underlying bias that can influence the interpretation of social phenomena.
  • Data analysis techniques include content analysis, grounded theory, thematic analysis, or discourse analysis

Quantitative Research:

  • Focuses on numerical or measurable data
  • Uses sources such as experiments, questionnaires, surveys, and database reports
  • Multiple-choice format
  • Countable answers (e.g., "yes" or "no")
  • Numerical analysis
  • Statistical picture of a trend or connection
  • To define research methods, one must focus on answering the 'what' or 'how' in relation to a particular phenomenon, correlation, or behavior. This foundational approach is crucial in the realm of empirical inquiry.
  • Provides precise causal explanations that can be measured and communicated mathematically
  • The objectives of scientific inquiry often include hypothesis testing to examine causal relationships between variables, making accurate predictions, and generalizing findings to broader populations.
  • Aims to establish general laws of behavior and phenomenon across different settings/contexts
  • Used to test a theory and ultimately support or reject it
  • Empirical research in psychology utilizes examples of quantitative data such as standardized psychological assessments, neuroimaging data, and clinical outcome measures to inform its findings.
  • Data analysis techniques include descriptive and inferential statistics

When selecting research methodology types, it's important to consider various factors such as the study's primary goal, the nature of the research questions and conceptual framework, the variables involved, the context of the study, ethical issues, and whether the focus is on individuals or groups, or on comparing groups and understanding their relationships.

Research design methods play a pivotal role in determining the appropriateness of qualitative methods for studies involving individuals or groups, while quantitative methods are often chosen for studies aimed at comparing groups or deciphering the relationship between variables.

Descriptive Research

Descriptive research is a methodological approach that aims to accurately and systematically depict a population, situation, or phenomenon. It adeptly addresses 'what', 'where', 'when', and 'how' questions, although it steers clear of exploring 'why'. Employing a descriptive research design means observing and documenting variables without exerting control or manipulation, which is particularly beneficial when exploring new topics or problems to identify characteristics, frequencies, trends, and categories.

Descriptive research methods include:

  • Surveys: Survey research is a powerful tool that enables researchers to collect extensive data sets, which can then be meticulously analyzed to uncover frequencies, averages, and emerging patterns.
  • Observations: Utilizing observation allows researchers to collect data on behaviors and phenomena, ensuring the gathered information is not tainted by the honesty or accuracy of respondents.
  • Case studies: Case study research delves into detailed data to pinpoint the unique characteristics of a narrowly defined subject, providing in-depth insights.

Descriptive research can be conducted in different ways:

  • Cross-sectional : Observing a population at a single point in time.
  • Longitudinal : Following a population over a period of time.
  • Surveys or interviews : When the researcher interacts with the participant.
  • Observational studies or data collection using existing records : When the researcher does not interact with the participant.

Advantages of descriptive research include:

  • Varied data collection methods
  • A natural environment for respondents
  • Quick and cheap data collection
  • A holistic understanding of the research topic

Limitations of  descriptive research studies:

  • They cannot establish cause and effect relationships.
  • The reliability and validity of survey responses can be compromised if respondents are not truthful or tend to provide socially desirable answers.
  • The choice and wording of questions on a questionnaire may influence the descriptive findings.

Correlational Research

Correlational research, a non-experimental method, delves into the dynamics between two variables, focusing on the strength and direction of their relationship without manipulating any factors, which is pivotal in understanding associations rather than causality.

Researchers may choose correlational research in the following situations

  • When manipulating the independent variable is impractical, impossible, or unethical
  • When exploring non-causal relationships between variables
  • When testing new measurement tools

In correlational research, the correlation coefficient is measured, which can range from -1 to +1, indicating the relationship's direction and strength. A comprehensive meta-analysis can further elucidate these types of correlations.

  • Positive correlation: Both variables change in the same direction
  • Negative correlation: Variables change in opposite directions
  • Zero correlation: No relationship exists between the variables

Data collection methods for correlational research include

  • Naturalistic observation
  • Archival research or secondary data

Analytical research methods, such as correlation or regression analyses, are employed to analyze correlational data, with the former yielding a coefficient that clarifies the relationship's intensity and direction, and the latter forecasting the impact of variable changes.

Experimental Research

Experimental research, a methodical scientific approach, manipulates variables to observe their effects and is indispensable for establishing cause-and-effect relationships and making informed decisions in the face of inadequate data.

  • Pre-experimental research design : Includes One-shot Case Study Research Design, One-group Pretest-posttest Research Design, and Static-group Comparison.
  • True experimental research design Statistical analysis, a cornerstone in testing hypotheses, is pivotal in research for its accuracy in proving or disproving a hypothesis. It's uniquely capable of establishing a cause-effect relationship within a group, making it an indispensable tool for researchers.
  • Quasi-experimental design : Similar to an experimental design but assigns participants to groups non-randomly.

Experimental research is essential for various fields, such as:

  • Developing new drugs and medical treatments
  • Understanding human behavior in psychology
  • Improving educational outcomes
  • Identifying opportunities for businesses and organizations

To conduct experimental research effectively, researchers must consider three key factors:

  • A Control Group and an Experimental Group
  • A variable that can be manipulated by the researcher
  • Random distribution of participants

Experimental research, whether conducted in laboratory settings with high control variables and internal validity or in field settings that boast both internal and external validity, presents a spectrum of advantages and challenges. Researchers must navigate potential threats to internal validity, including history, maturation, testing, instrumentation, mortality, and regression threats.

Mixed Methods Research

Mixed methods research, an approach that synergizes the rigor of quantitative and qualitative research methods, capitalizes on the strengths of each to provide a comprehensive analysis. This integration, which can occur during data collection, analysis, or presentation of results, is a hallmark of mixed methods research designs.

  • Convergent design
  • Explanatory sequential design
  • Exploratory sequential design
  • Embedded design

The practice of triangulation in mixed methods research enhances the integration of quantitative and qualitative data, offering multiple perspectives and a more comprehensive understanding. It also allows for a deeper explanation of statistical results, as exemplified by the EQUALITY study's exploratory sequential design for patient-centered data collection.

In mixed methods research, the intricate research design and methodology combine qualitative and quantitative data collection and analysis. This purposeful mixing of methods and data integration at strategic stages of the research process can reveal relationships between complex layers of research questions, although it demands significant resources and specialized training.

  • Explanatory
  • Exploratory
  • Nested (embedded) designs

Mixed methods research, characterized by its diverse research design and methods, integrates quantitative and qualitative approaches within a single study. Grounded in positivism and interpretivism, it provides a multifaceted understanding of research topics, despite the challenges of mastering both methodologies and collaborating with multidisciplinary teams.

In sum, a thorough grasp of the various research methodologies is crucial for conducting robust research and critically assessing others' findings. From qualitative to quantitative, descriptive, correlational, experimental, and mixed methods research, each approach offers distinct strengths and limitations, guiding researchers to the most suitable methods for effective data collection and analysis.

As we navigate the vast landscape of information available, understanding what are research methods empowers us to make informed decisions, draw meaningful conclusions, and contribute to the advancement of knowledge across various fields. Embracing the diversity of research methods, whether you're a student, researcher, or simply curious, will enhance your critical thinking skills and enable you to uncover valuable insights that shape our understanding of the world.

What are the seven most commonly used research methods? The seven most commonly used research methods are:

  • Observation / Participant Observation
  • Focus Groups
  • Experiments
  • Secondary Data Analysis / Archival Study
  • Mixed Methods (a combination of some of the above)

What does comprehensive research methodology entail?

Comprehensive research methodology involves conducting a thorough and exhaustive investigation on a specific topic, subject, or issue. This approach is characterized by the meticulous collection, analysis, and evaluation of a wide array of information, data, and sources, with the objective of achieving a deep and comprehensive understanding of the subject matter.

What are the three primary methods to investigate a specific research question?

To investigate a specific research question, you can use:

  • Quantitative methods for measuring something or testing a hypothesis.
  • Qualitative methods for exploring ideas, thoughts, and meanings.
  • Secondary data analysis for examining a large volume of readily-available data.

What does exploration mean in the context of research methodology?

Exploration in research methodology signifies a research approach that aims to delve into questions that have not been extensively explored before. Exploratory research, often qualitative and primary in nature, is focused on uncovering new insights and understanding. Nonetheless, it can also adopt a quantitative stance, particularly when it involves analyzing a large sample size, to further the scope of exploratory research.

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Choosing the Right Research Methodology: A Guide for Researchers

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Table of Contents

Choosing an optimal research methodology is crucial for the success of any research project. The methodology you select will determine the type of data you collect, how you collect it, and how you analyse it. Understanding the different types of research methods available along with their strengths and weaknesses, is thus imperative to make an informed decision.

Understanding different research methods:

There are several research methods available depending on the type of study you are conducting, i.e., whether it is laboratory-based, clinical, epidemiological, or survey based . Some common methodologies include qualitative research, quantitative research, experimental research, survey-based research, and action research. Each method can be opted for and modified, depending on the type of research hypotheses and objectives.

Qualitative vs quantitative research:

When deciding on a research methodology, one of the key factors to consider is whether your research will be qualitative or quantitative. Qualitative research is used to understand people’s experiences, concepts, thoughts, or behaviours . Quantitative research, on the contrary, deals with numbers, graphs, and charts, and is used to test or confirm hypotheses, assumptions, and theories. 

Qualitative research methodology:

Qualitative research is often used to examine issues that are not well understood, and to gather additional insights on these topics. Qualitative research methods include open-ended survey questions, observations of behaviours described through words, and reviews of literature that has explored similar theories and ideas. These methods are used to understand how language is used in real-world situations, identify common themes or overarching ideas, and describe and interpret various texts. Data analysis for qualitative research typically includes discourse analysis, thematic analysis, and textual analysis. 

Quantitative research methodology:

The goal of quantitative research is to test hypotheses, confirm assumptions and theories, and determine cause-and-effect relationships. Quantitative research methods include experiments, close-ended survey questions, and countable and numbered observations. Data analysis for quantitative research relies heavily on statistical methods.

Analysing qualitative vs quantitative data:

The methods used for data analysis also differ for qualitative and quantitative research. As mentioned earlier, quantitative data is generally analysed using statistical methods and does not leave much room for speculation. It is more structured and follows a predetermined plan. In quantitative research, the researcher starts with a hypothesis and uses statistical methods to test it. Contrarily, methods used for qualitative data analysis can identify patterns and themes within the data, rather than provide statistical measures of the data. It is an iterative process, where the researcher goes back and forth trying to gauge the larger implications of the data through different perspectives and revising the analysis if required.

When to use qualitative vs quantitative research:

The choice between qualitative and quantitative research will depend on the gap that the research project aims to address, and specific objectives of the study. If the goal is to establish facts about a subject or topic, quantitative research is an appropriate choice. However, if the goal is to understand people’s experiences or perspectives, qualitative research may be more suitable. 

Conclusion:

In conclusion, an understanding of the different research methods available, their applicability, advantages, and disadvantages is essential for making an informed decision on the best methodology for your project. If you need any additional guidance on which research methodology to opt for, you can head over to Elsevier Author Services (EAS). EAS experts will guide you throughout the process and help you choose the perfect methodology for your research goals.

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Types of Research – Explained with Examples

DiscoverPhDs

  • By DiscoverPhDs
  • October 2, 2020

Types of Research Design

Types of Research

Research is about using established methods to investigate a problem or question in detail with the aim of generating new knowledge about it.

It is a vital tool for scientific advancement because it allows researchers to prove or refute hypotheses based on clearly defined parameters, environments and assumptions. Due to this, it enables us to confidently contribute to knowledge as it allows research to be verified and replicated.

Knowing the types of research and what each of them focuses on will allow you to better plan your project, utilises the most appropriate methodologies and techniques and better communicate your findings to other researchers and supervisors.

Classification of Types of Research

There are various types of research that are classified according to their objective, depth of study, analysed data, time required to study the phenomenon and other factors. It’s important to note that a research project will not be limited to one type of research, but will likely use several.

According to its Purpose

Theoretical research.

Theoretical research, also referred to as pure or basic research, focuses on generating knowledge , regardless of its practical application. Here, data collection is used to generate new general concepts for a better understanding of a particular field or to answer a theoretical research question.

Results of this kind are usually oriented towards the formulation of theories and are usually based on documentary analysis, the development of mathematical formulas and the reflection of high-level researchers.

Applied Research

Here, the goal is to find strategies that can be used to address a specific research problem. Applied research draws on theory to generate practical scientific knowledge, and its use is very common in STEM fields such as engineering, computer science and medicine.

This type of research is subdivided into two types:

  • Technological applied research : looks towards improving efficiency in a particular productive sector through the improvement of processes or machinery related to said productive processes.
  • Scientific applied research : has predictive purposes. Through this type of research design, we can measure certain variables to predict behaviours useful to the goods and services sector, such as consumption patterns and viability of commercial projects.

Methodology Research

According to your Depth of Scope

Exploratory research.

Exploratory research is used for the preliminary investigation of a subject that is not yet well understood or sufficiently researched. It serves to establish a frame of reference and a hypothesis from which an in-depth study can be developed that will enable conclusive results to be generated.

Because exploratory research is based on the study of little-studied phenomena, it relies less on theory and more on the collection of data to identify patterns that explain these phenomena.

Descriptive Research

The primary objective of descriptive research is to define the characteristics of a particular phenomenon without necessarily investigating the causes that produce it.

In this type of research, the researcher must take particular care not to intervene in the observed object or phenomenon, as its behaviour may change if an external factor is involved.

Explanatory Research

Explanatory research is the most common type of research method and is responsible for establishing cause-and-effect relationships that allow generalisations to be extended to similar realities. It is closely related to descriptive research, although it provides additional information about the observed object and its interactions with the environment.

Correlational Research

The purpose of this type of scientific research is to identify the relationship between two or more variables. A correlational study aims to determine whether a variable changes, how much the other elements of the observed system change.

According to the Type of Data Used

Qualitative research.

Qualitative methods are often used in the social sciences to collect, compare and interpret information, has a linguistic-semiotic basis and is used in techniques such as discourse analysis, interviews, surveys, records and participant observations.

In order to use statistical methods to validate their results, the observations collected must be evaluated numerically. Qualitative research, however, tends to be subjective, since not all data can be fully controlled. Therefore, this type of research design is better suited to extracting meaning from an event or phenomenon (the ‘why’) than its cause (the ‘how’).

Quantitative Research

Quantitative research study delves into a phenomena through quantitative data collection and using mathematical, statistical and computer-aided tools to measure them . This allows generalised conclusions to be projected over time.

Types of Research Methodology

According to the Degree of Manipulation of Variables

Experimental research.

It is about designing or replicating a phenomenon whose variables are manipulated under strictly controlled conditions in order to identify or discover its effect on another independent variable or object. The phenomenon to be studied is measured through study and control groups, and according to the guidelines of the scientific method.

Non-Experimental Research

Also known as an observational study, it focuses on the analysis of a phenomenon in its natural context. As such, the researcher does not intervene directly, but limits their involvement to measuring the variables required for the study. Due to its observational nature, it is often used in descriptive research.

Quasi-Experimental Research

It controls only some variables of the phenomenon under investigation and is therefore not entirely experimental. In this case, the study and the focus group cannot be randomly selected, but are chosen from existing groups or populations . This is to ensure the collected data is relevant and that the knowledge, perspectives and opinions of the population can be incorporated into the study.

According to the Type of Inference

Deductive investigation.

In this type of research, reality is explained by general laws that point to certain conclusions; conclusions are expected to be part of the premise of the research problem and considered correct if the premise is valid and the inductive method is applied correctly.

Inductive Research

In this type of research, knowledge is generated from an observation to achieve a generalisation. It is based on the collection of specific data to develop new theories.

Hypothetical-Deductive Investigation

It is based on observing reality to make a hypothesis, then use deduction to obtain a conclusion and finally verify or reject it through experience.

Descriptive Research Design

According to the Time in Which it is Carried Out

Longitudinal study (also referred to as diachronic research).

It is the monitoring of the same event, individual or group over a defined period of time. It aims to track changes in a number of variables and see how they evolve over time. It is often used in medical, psychological and social areas .

Cross-Sectional Study (also referred to as Synchronous Research)

Cross-sectional research design is used to observe phenomena, an individual or a group of research subjects at a given time.

According to The Sources of Information

Primary research.

This fundamental research type is defined by the fact that the data is collected directly from the source, that is, it consists of primary, first-hand information.

Secondary research

Unlike primary research, secondary research is developed with information from secondary sources, which are generally based on scientific literature and other documents compiled by another researcher.

Action Research Methods

According to How the Data is Obtained

Documentary (cabinet).

Documentary research, or secondary sources, is based on a systematic review of existing sources of information on a particular subject. This type of scientific research is commonly used when undertaking literature reviews or producing a case study.

Field research study involves the direct collection of information at the location where the observed phenomenon occurs.

From Laboratory

Laboratory research is carried out in a controlled environment in order to isolate a dependent variable and establish its relationship with other variables through scientific methods.

Mixed-Method: Documentary, Field and/or Laboratory

Mixed research methodologies combine results from both secondary (documentary) sources and primary sources through field or laboratory research.

Scope of Research

The scope of the study is defined at the start of the study. It is used by researchers to set the boundaries and limitations within which the research study will be performed.

Unit of Analysis

The unit of analysis refers to the main parameter that you’re investigating in your research project or study.

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What Is Research Methodology? A Plain-Language Explanation & Definition (With Examples)

By Derek Jansen (MBA)  and Kerryn Warren (PhD) | June 2020 (Last updated April 2023)

If you’re new to formal academic research, it’s quite likely that you’re feeling a little overwhelmed by all the technical lingo that gets thrown around. And who could blame you – “research methodology”, “research methods”, “sampling strategies”… it all seems never-ending!

In this post, we’ll demystify the landscape with plain-language explanations and loads of examples (including easy-to-follow videos), so that you can approach your dissertation, thesis or research project with confidence. Let’s get started.

Research Methodology 101

  • What exactly research methodology means
  • What qualitative , quantitative and mixed methods are
  • What sampling strategy is
  • What data collection methods are
  • What data analysis methods are
  • How to choose your research methodology
  • Example of a research methodology

Free Webinar: Research Methodology 101

What is research methodology?

Research methodology simply refers to the practical “how” of a research study. More specifically, it’s about how  a researcher  systematically designs a study  to ensure valid and reliable results that address the research aims, objectives and research questions . Specifically, how the researcher went about deciding:

  • What type of data to collect (e.g., qualitative or quantitative data )
  • Who  to collect it from (i.e., the sampling strategy )
  • How to  collect  it (i.e., the data collection method )
  • How to  analyse  it (i.e., the data analysis methods )

Within any formal piece of academic research (be it a dissertation, thesis or journal article), you’ll find a research methodology chapter or section which covers the aspects mentioned above. Importantly, a good methodology chapter explains not just   what methodological choices were made, but also explains  why they were made. In other words, the methodology chapter should justify  the design choices, by showing that the chosen methods and techniques are the best fit for the research aims, objectives and research questions. 

So, it’s the same as research design?

Not quite. As we mentioned, research methodology refers to the collection of practical decisions regarding what data you’ll collect, from who, how you’ll collect it and how you’ll analyse it. Research design, on the other hand, is more about the overall strategy you’ll adopt in your study. For example, whether you’ll use an experimental design in which you manipulate one variable while controlling others. You can learn more about research design and the various design types here .

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What are qualitative, quantitative and mixed-methods?

Qualitative, quantitative and mixed-methods are different types of methodological approaches, distinguished by their focus on words , numbers or both . This is a bit of an oversimplification, but its a good starting point for understanding.

Let’s take a closer look.

Qualitative research refers to research which focuses on collecting and analysing words (written or spoken) and textual or visual data, whereas quantitative research focuses on measurement and testing using numerical data . Qualitative analysis can also focus on other “softer” data points, such as body language or visual elements.

It’s quite common for a qualitative methodology to be used when the research aims and research questions are exploratory  in nature. For example, a qualitative methodology might be used to understand peoples’ perceptions about an event that took place, or a political candidate running for president. 

Contrasted to this, a quantitative methodology is typically used when the research aims and research questions are confirmatory  in nature. For example, a quantitative methodology might be used to measure the relationship between two variables (e.g. personality type and likelihood to commit a crime) or to test a set of hypotheses .

As you’ve probably guessed, the mixed-method methodology attempts to combine the best of both qualitative and quantitative methodologies to integrate perspectives and create a rich picture. If you’d like to learn more about these three methodological approaches, be sure to watch our explainer video below.

What is sampling strategy?

Simply put, sampling is about deciding who (or where) you’re going to collect your data from . Why does this matter? Well, generally it’s not possible to collect data from every single person in your group of interest (this is called the “population”), so you’ll need to engage a smaller portion of that group that’s accessible and manageable (this is called the “sample”).

How you go about selecting the sample (i.e., your sampling strategy) will have a major impact on your study.  There are many different sampling methods  you can choose from, but the two overarching categories are probability   sampling and  non-probability   sampling .

Probability sampling  involves using a completely random sample from the group of people you’re interested in. This is comparable to throwing the names all potential participants into a hat, shaking it up, and picking out the “winners”. By using a completely random sample, you’ll minimise the risk of selection bias and the results of your study will be more generalisable  to the entire population. 

Non-probability sampling , on the other hand,  doesn’t use a random sample . For example, it might involve using a convenience sample, which means you’d only interview or survey people that you have access to (perhaps your friends, family or work colleagues), rather than a truly random sample. With non-probability sampling, the results are typically not generalisable .

To learn more about sampling methods, be sure to check out the video below.

What are data collection methods?

As the name suggests, data collection methods simply refers to the way in which you go about collecting the data for your study. Some of the most common data collection methods include:

  • Interviews (which can be unstructured, semi-structured or structured)
  • Focus groups and group interviews
  • Surveys (online or physical surveys)
  • Observations (watching and recording activities)
  • Biophysical measurements (e.g., blood pressure, heart rate, etc.)
  • Documents and records (e.g., financial reports, court records, etc.)

The choice of which data collection method to use depends on your overall research aims and research questions , as well as practicalities and resource constraints. For example, if your research is exploratory in nature, qualitative methods such as interviews and focus groups would likely be a good fit. Conversely, if your research aims to measure specific variables or test hypotheses, large-scale surveys that produce large volumes of numerical data would likely be a better fit.

What are data analysis methods?

Data analysis methods refer to the methods and techniques that you’ll use to make sense of your data. These can be grouped according to whether the research is qualitative  (words-based) or quantitative (numbers-based).

Popular data analysis methods in qualitative research include:

  • Qualitative content analysis
  • Thematic analysis
  • Discourse analysis
  • Narrative analysis
  • Interpretative phenomenological analysis (IPA)
  • Visual analysis (of photographs, videos, art, etc.)

Qualitative data analysis all begins with data coding , after which an analysis method is applied. In some cases, more than one analysis method is used, depending on the research aims and research questions . In the video below, we explore some  common qualitative analysis methods, along with practical examples.  

Moving on to the quantitative side of things, popular data analysis methods in this type of research include:

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

Again, the choice of which data collection method to use depends on your overall research aims and objectives , as well as practicalities and resource constraints. In the video below, we explain some core concepts central to quantitative analysis.

How do I choose a research methodology?

As you’ve probably picked up by now, your research aims and objectives have a major influence on the research methodology . So, the starting point for developing your research methodology is to take a step back and look at the big picture of your research, before you make methodology decisions. The first question you need to ask yourself is whether your research is exploratory or confirmatory in nature.

If your research aims and objectives are primarily exploratory in nature, your research will likely be qualitative and therefore you might consider qualitative data collection methods (e.g. interviews) and analysis methods (e.g. qualitative content analysis). 

Conversely, if your research aims and objective are looking to measure or test something (i.e. they’re confirmatory), then your research will quite likely be quantitative in nature, and you might consider quantitative data collection methods (e.g. surveys) and analyses (e.g. statistical analysis).

Designing your research and working out your methodology is a large topic, which we cover extensively on the blog . For now, however, the key takeaway is that you should always start with your research aims, objectives and research questions (the golden thread). Every methodological choice you make needs align with those three components. 

Example of a research methodology chapter

In the video below, we provide a detailed walkthrough of a research methodology from an actual dissertation, as well as an overview of our free methodology template .

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What is descriptive statistics?

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Leo Balanlay

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Derek Jansen

You’re most welcome, Leo. Best of luck with your research!

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Pondris Patrick

I am writing a APA Format paper . I using questionnaire with 120 STDs teacher for my participant. Can you write me mthology for this research. Send it through email sent. Just need a sample as an example please. My topic is ” impacts of overcrowding on students learning

Thanks for your comment.

We can’t write your methodology for you. If you’re looking for samples, you should be able to find some sample methodologies on Google. Alternatively, you can download some previous dissertations from a dissertation directory and have a look at the methodology chapters therein.

All the best with your research.

Anon

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WALLACE

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Ainembabazi Rose

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Hyacinth Chebe Ukwuani

Thanks Derek. Kerryn was just fantastic!

Great to hear that, Hyacinth. Best of luck with your research!

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Thanks for the feedback, Matobela. Good luck with your research methodology.

Elie

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You’re very welcome, Elie. Good luck with your research methodology.

Sakina Dalal

Well explained thanks

Edward

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Thanks for the kind words, Edward. Good luck with your research!

Ngwisa Marie-claire NJOTU

Thank you. I have learned a lot.

Great to hear that, Ngwisa. Good luck with your research methodology!

Claudine

Thank you for keeping your presentation simples and short and covering key information for research methodology. My key takeaway: Start with defining your research objective the other will depend on the aims of your research question.

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Gabriel mugangavari

Thank you Dr

Dina Haj Ibrahim

I was given an assignment to research 2 publications and describe their research methodology? I don’t know how to start this task can someone help me?

Sure. You’re welcome to book an initial consultation with one of our Research Coaches to discuss how we can assist – https://gradcoach.com/book/new/ .

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Thanks a lot I am relieved of a heavy burden.keep up with the good work

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I’m currently working on my Ph.D. thesis. Thanks a lot, Derek and Kerryn, Well-organized sequences, facilitate the readers’ following.

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great article for someone who does not have any background can even understand

Hasan Chowdhury

I am a bit confused about research design and methodology. Are they the same? If not, what are the differences and how are they related?

Thanks in advance.

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concise and informative.

Sureka Batagoda

Thank you very much

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How can we site this article is Harvard style?

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orebotswe morokane

how do i reference this?

Roy

MLA Jansen, Derek, and Kerryn Warren. “What (Exactly) Is Research Methodology?” Grad Coach, June 2021, gradcoach.com/what-is-research-methodology/.

APA Jansen, D., & Warren, K. (2021, June). What (Exactly) Is Research Methodology? Grad Coach. https://gradcoach.com/what-is-research-methodology/

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  • Research Design & Method

Research Methods Guide: Research Design & Method

  • Introduction
  • Survey Research
  • Interview Research
  • Data Analysis
  • Resources & Consultation

Tutorial Videos: Research Design & Method

Research Methods (sociology-focused)

Qualitative vs. Quantitative Methods (intro)

Qualitative vs. Quantitative Methods (advanced)

type research methods

FAQ: Research Design & Method

What is the difference between Research Design and Research Method?

Research design is a plan to answer your research question.  A research method is a strategy used to implement that plan.  Research design and methods are different but closely related, because good research design ensures that the data you obtain will help you answer your research question more effectively.

Which research method should I choose ?

It depends on your research goal.  It depends on what subjects (and who) you want to study.  Let's say you are interested in studying what makes people happy, or why some students are more conscious about recycling on campus.  To answer these questions, you need to make a decision about how to collect your data.  Most frequently used methods include:

  • Observation / Participant Observation
  • Focus Groups
  • Experiments
  • Secondary Data Analysis / Archival Study
  • Mixed Methods (combination of some of the above)

One particular method could be better suited to your research goal than others, because the data you collect from different methods will be different in quality and quantity.   For instance, surveys are usually designed to produce relatively short answers, rather than the extensive responses expected in qualitative interviews.

What other factors should I consider when choosing one method over another?

Time for data collection and analysis is something you want to consider.  An observation or interview method, so-called qualitative approach, helps you collect richer information, but it takes time.  Using a survey helps you collect more data quickly, yet it may lack details.  So, you will need to consider the time you have for research and the balance between strengths and weaknesses associated with each method (e.g., qualitative vs. quantitative).

  • << Previous: Introduction
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  • Last Updated: Aug 21, 2023 10:42 AM

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Research Methodologies

  • What are research designs?
  • What are research methodologies?

What are research methods?

Quantitative research methods, qualitative research methods, mixed method approach, selecting the best research method.

  • Additional Sources

Research methods are different from research methodologies because they are the ways in which you will collect the data for your research project.  The best method for your project largely depends on your topic, the type of data you will need, and the people or items from which you will be collecting data.  The following boxes below contain a list of quantitative, qualitative, and mixed research methods.

  • Closed-ended questionnaires/survey: These types of questionnaires or surveys are like "multiple choice" tests, where participants must select from a list of premade answers.  According to the content of the question, they must select the one that they agree with the most.  This approach is the simplest form of quantitative research because the data is easy to combine and quantify.
  • Structured interviews: These are a common research method in market research because the data can be quantified.  They are strictly designed for little "wiggle room" in the interview process so that the data will not be skewed.  You can conduct structured interviews in-person, online, or over the phone (Dawson, 2019).

Constructing Questionnaires

When constructing your questions for a survey or questionnaire, there are things you can do to ensure that your questions are accurate and easy to understand (Dawson, 2019):

  • Keep the questions brief and simple.
  • Eliminate any potential bias from your questions.  Make sure that they do not word things in a way that favor one perspective over another.
  • If your topic is very sensitive, you may want to ask indirect questions rather than direct ones.  This prevents participants from being intimidated and becoming unwilling to share their true responses.
  • If you are using a closed-ended question, try to offer every possible answer that a participant could give to that question.
  • Do not ask questions that assume something of the participant.  The question "How often do you exercise?" assumes that the participant exercises (when they may not), so you would want to include a question that asks if they exercise at all before asking them how often.
  • Try and keep the questionnaire as short as possible.  The longer a questionnaire takes, the more likely the participant will not complete it or get too tired to put truthful answers.
  • Promise confidentiality to your participants at the beginning of the questionnaire.

Quantitative Research Measures

When you are considering a quantitative approach to your research, you need to identify why types of measures you will use in your study.  This will determine what type of numbers you will be using to collect your data.  There are four levels of measurement:

  • Nominal: These are numbers where the order of the numbers do not matter.  They aim to identify separate information.  One example is collecting zip codes from research participants.  The order of the numbers does not matter, but the series of numbers in each zip code indicate different information (Adamson and Prion, 2013).
  • Ordinal: Also known as rankings because the order of these numbers matter.  This is when items are given a specific rank according to specific criteria.  A common example of ordinal measurements include ranking-based questionnaires, where participants are asked to rank items from least favorite to most favorite.  Another common example is a pain scale, where a patient is asked to rank their pain on a scale from 1 to 10 (Adamson and Prion, 2013).
  • Interval: This is when the data are ordered and the distance between the numbers matters to the researcher (Adamson and Prion, 2013).  The distance between each number is the same.  An example of interval data is test grades.
  • Ratio: This is when the data are ordered and have a consistent distance between numbers, but has a "zero point."  This means that there could be a measurement of zero of whatever you are measuring in your study (Adamson and Prion, 2013).  An example of ratio data is measuring the height of something because the "zero point" remains constant in all measurements.  The height of something could also be zero.

Focus Groups

This is when a select group of people gather to talk about a particular topic.  They can also be called discussion groups or group interviews (Dawson, 2019).  They are usually lead by a moderator  to help guide the discussion and ask certain questions.  It is critical that a moderator allows everyone in the group to get a chance to speak so that no one dominates the discussion.  The data that are gathered from focus groups tend to be thoughts, opinions, and perspectives about an issue.

Advantages of Focus Groups

  • Only requires one meeting to get different types of responses.
  • Less researcher bias due to participants being able to speak openly.
  • Helps participants overcome insecurities or fears about a topic.
  • The researcher can also consider the impact of participant interaction.

Disadvantages of Focus Groups

  • Participants may feel uncomfortable to speak in front of an audience, especially if the topic is sensitive or controversial.
  • Since participation is voluntary, not every participant may contribute equally to the discussion.
  • Participants may impact what others say or think.
  • A researcher may feel intimidated by running a focus group on their own.
  • A researcher may need extra funds/resources to provide a safe space to host the focus group.
  • Because the data is collective, it may be difficult to determine a participant's individual thoughts about the research topic.

Observation

There are two ways to conduct research observations:

  • Direct Observation: The researcher observes a participant in an environment.  The researcher often takes notes or uses technology to gather data, such as a voice recorder or video camera.  The researcher does not interact or interfere with the participants.  This approach is often used in psychology and health studies (Dawson, 2019).
  • Participant Observation:  The researcher interacts directly with the participants to get a better understanding of the research topic.  This is a common research method when trying to understand another culture or community.  It is important to decide if you will conduct a covert (participants do not know they are part of the research) or overt (participants know the researcher is observing them) observation because it can be unethical in some situations (Dawson, 2019).

Open-Ended Questionnaires

These types of questionnaires are the opposite of "multiple choice" questionnaires because the answer boxes are left open for the participant to complete.  This means that participants can write short or extended answers to the questions.  Upon gathering the responses, researchers will often "quantify" the data by organizing the responses into different categories.  This can be time consuming because the researcher needs to read all responses carefully.

Semi-structured Interviews

This is the most common type of interview where researchers aim to get specific information so they can compare it to other interview data.  This requires asking the same questions for each interview, but keeping their responses flexible.  This means including follow-up questions if a subject answers a certain way.  Interview schedules are commonly used to aid the interviewers, which list topics or questions that will be discussed at each interview (Dawson, 2019).

Theoretical Analysis

Often used for nonhuman research, theoretical analysis is a qualitative approach where the researcher applies a theoretical framework to analyze something about their topic.  A theoretical framework gives the researcher a specific "lens" to view the topic and think about it critically. it also serves as context to guide the entire study.  This is a popular research method for analyzing works of literature, films, and other forms of media.  You can implement more than one theoretical framework with this method, as many theories complement one another.

Common theoretical frameworks for qualitative research are (Grant and Osanloo, 2014):

  • Behavioral theory
  • Change theory
  • Cognitive theory
  • Content analysis
  • Cross-sectional analysis
  • Developmental theory
  • Feminist theory
  • Gender theory
  • Marxist theory
  • Queer theory
  • Systems theory
  • Transformational theory

Unstructured Interviews

These are in-depth interviews where the researcher tries to understand an interviewee's perspective on a situation or issue.  They are sometimes called life history interviews.  It is important not to bombard the interviewee with too many questions so they can freely disclose their thoughts (Dawson, 2019).

  • Open-ended and closed-ended questionnaires: This approach means implementing elements of both questionnaire types into your data collection.  Participants may answer some questions with premade answers and write their own answers to other questions.  The advantage to this method is that you benefit from both types of data collection to get a broader understanding of you participants.  However, you must think carefully about how you will analyze this data to arrive at a conclusion.

Other mixed method approaches that incorporate quantitative and qualitative research methods depend heavily on the research topic.  It is strongly recommended that you collaborate with your academic advisor before finalizing a mixed method approach.

How do you determine which research method would be best for your proposal?  This heavily depends on your research objective.  According to Dawson (2019), there are several questions to ask yourself when determining the best research method for your project:

  • Are you good with numbers and mathematics?
  • Would you be interested in conducting interviews with human subjects?
  • Would you enjoy creating a questionnaire for participants to complete?
  • Do you prefer written communication or face-to-face interaction?
  • What skills or experiences do you have that might help you with your research?  Do you have any experiences from past research projects that can help with this one?
  • How much time do you have to complete the research?  Some methods take longer to collect data than others.
  • What is your budget?  Do you have adequate funding to conduct the research in the method you  want?
  • How much data do you need?  Some research topics need only a small amount of data while others may need significantly larger amounts.
  • What is the purpose of your research? This can provide a good indicator as to what research method will be most appropriate.
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Research Methods In Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

Research methods in psychology are systematic procedures used to observe, describe, predict, and explain behavior and mental processes. They include experiments, surveys, case studies, and naturalistic observations, ensuring data collection is objective and reliable to understand and explain psychological phenomena.

research methods3

Hypotheses are statements about the prediction of the results, that can be verified or disproved by some investigation.

There are four types of hypotheses :
  • Null Hypotheses (H0 ) – these predict that no difference will be found in the results between the conditions. Typically these are written ‘There will be no difference…’
  • Alternative Hypotheses (Ha or H1) – these predict that there will be a significant difference in the results between the two conditions. This is also known as the experimental hypothesis.
  • One-tailed (directional) hypotheses – these state the specific direction the researcher expects the results to move in, e.g. higher, lower, more, less. In a correlation study, the predicted direction of the correlation can be either positive or negative.
  • Two-tailed (non-directional) hypotheses – these state that a difference will be found between the conditions of the independent variable but does not state the direction of a difference or relationship. Typically these are always written ‘There will be a difference ….’

All research has an alternative hypothesis (either a one-tailed or two-tailed) and a corresponding null hypothesis.

Once the research is conducted and results are found, psychologists must accept one hypothesis and reject the other. 

So, if a difference is found, the Psychologist would accept the alternative hypothesis and reject the null.  The opposite applies if no difference is found.

Sampling techniques

Sampling is the process of selecting a representative group from the population under study.

Sample Target Population

A sample is the participants you select from a target population (the group you are interested in) to make generalizations about.

Representative means the extent to which a sample mirrors a researcher’s target population and reflects its characteristics.

Generalisability means the extent to which their findings can be applied to the larger population of which their sample was a part.

  • Volunteer sample : where participants pick themselves through newspaper adverts, noticeboards or online.
  • Opportunity sampling : also known as convenience sampling , uses people who are available at the time the study is carried out and willing to take part. It is based on convenience.
  • Random sampling : when every person in the target population has an equal chance of being selected. An example of random sampling would be picking names out of a hat.
  • Systematic sampling : when a system is used to select participants. Picking every Nth person from all possible participants. N = the number of people in the research population / the number of people needed for the sample.
  • Stratified sampling : when you identify the subgroups and select participants in proportion to their occurrences.
  • Snowball sampling : when researchers find a few participants, and then ask them to find participants themselves and so on.
  • Quota sampling : when researchers will be told to ensure the sample fits certain quotas, for example they might be told to find 90 participants, with 30 of them being unemployed.

Experiments always have an independent and dependent variable .

  • The independent variable is the one the experimenter manipulates (the thing that changes between the conditions the participants are placed into). It is assumed to have a direct effect on the dependent variable.
  • The dependent variable is the thing being measured, or the results of the experiment.

variables

Operationalization of variables means making them measurable/quantifiable. We must use operationalization to ensure that variables are in a form that can be easily tested.

For instance, we can’t really measure ‘happiness’, but we can measure how many times a person smiles within a two-hour period. 

By operationalizing variables, we make it easy for someone else to replicate our research. Remember, this is important because we can check if our findings are reliable.

Extraneous variables are all variables which are not independent variable but could affect the results of the experiment.

It can be a natural characteristic of the participant, such as intelligence levels, gender, or age for example, or it could be a situational feature of the environment such as lighting or noise.

Demand characteristics are a type of extraneous variable that occurs if the participants work out the aims of the research study, they may begin to behave in a certain way.

For example, in Milgram’s research , critics argued that participants worked out that the shocks were not real and they administered them as they thought this was what was required of them. 

Extraneous variables must be controlled so that they do not affect (confound) the results.

Randomly allocating participants to their conditions or using a matched pairs experimental design can help to reduce participant variables. 

Situational variables are controlled by using standardized procedures, ensuring every participant in a given condition is treated in the same way

Experimental Design

Experimental design refers to how participants are allocated to each condition of the independent variable, such as a control or experimental group.
  • Independent design ( between-groups design ): each participant is selected for only one group. With the independent design, the most common way of deciding which participants go into which group is by means of randomization. 
  • Matched participants design : each participant is selected for only one group, but the participants in the two groups are matched for some relevant factor or factors (e.g. ability; sex; age).
  • Repeated measures design ( within groups) : each participant appears in both groups, so that there are exactly the same participants in each group.
  • The main problem with the repeated measures design is that there may well be order effects. Their experiences during the experiment may change the participants in various ways.
  • They may perform better when they appear in the second group because they have gained useful information about the experiment or about the task. On the other hand, they may perform less well on the second occasion because of tiredness or boredom.
  • Counterbalancing is the best way of preventing order effects from disrupting the findings of an experiment, and involves ensuring that each condition is equally likely to be used first and second by the participants.

If we wish to compare two groups with respect to a given independent variable, it is essential to make sure that the two groups do not differ in any other important way. 

Experimental Methods

All experimental methods involve an iv (independent variable) and dv (dependent variable)..

  • Field experiments are conducted in the everyday (natural) environment of the participants. The experimenter still manipulates the IV, but in a real-life setting. It may be possible to control extraneous variables, though such control is more difficult than in a lab experiment.
  • Natural experiments are when a naturally occurring IV is investigated that isn’t deliberately manipulated, it exists anyway. Participants are not randomly allocated, and the natural event may only occur rarely.

Case studies are in-depth investigations of a person, group, event, or community. It uses information from a range of sources, such as from the person concerned and also from their family and friends.

Many techniques may be used such as interviews, psychological tests, observations and experiments. Case studies are generally longitudinal: in other words, they follow the individual or group over an extended period of time. 

Case studies are widely used in psychology and among the best-known ones carried out were by Sigmund Freud . He conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

Case studies provide rich qualitative data and have high levels of ecological validity. However, it is difficult to generalize from individual cases as each one has unique characteristics.

Correlational Studies

Correlation means association; it is a measure of the extent to which two variables are related. One of the variables can be regarded as the predictor variable with the other one as the outcome variable.

Correlational studies typically involve obtaining two different measures from a group of participants, and then assessing the degree of association between the measures. 

The predictor variable can be seen as occurring before the outcome variable in some sense. It is called the predictor variable, because it forms the basis for predicting the value of the outcome variable.

Relationships between variables can be displayed on a graph or as a numerical score called a correlation coefficient.

types of correlation. Scatter plot. Positive negative and no correlation

  • If an increase in one variable tends to be associated with an increase in the other, then this is known as a positive correlation .
  • If an increase in one variable tends to be associated with a decrease in the other, then this is known as a negative correlation .
  • A zero correlation occurs when there is no relationship between variables.

After looking at the scattergraph, if we want to be sure that a significant relationship does exist between the two variables, a statistical test of correlation can be conducted, such as Spearman’s rho.

The test will give us a score, called a correlation coefficient . This is a value between 0 and 1, and the closer to 1 the score is, the stronger the relationship between the variables. This value can be both positive e.g. 0.63, or negative -0.63.

Types of correlation. Strong, weak, and perfect positive correlation, strong, weak, and perfect negative correlation, no correlation. Graphs or charts ...

A correlation between variables, however, does not automatically mean that the change in one variable is the cause of the change in the values of the other variable. A correlation only shows if there is a relationship between variables.

Correlation does not always prove causation, as a third variable may be involved. 

causation correlation

Interview Methods

Interviews are commonly divided into two types: structured and unstructured.

A fixed, predetermined set of questions is put to every participant in the same order and in the same way. 

Responses are recorded on a questionnaire, and the researcher presets the order and wording of questions, and sometimes the range of alternative answers.

The interviewer stays within their role and maintains social distance from the interviewee.

There are no set questions, and the participant can raise whatever topics he/she feels are relevant and ask them in their own way. Questions are posed about participants’ answers to the subject

Unstructured interviews are most useful in qualitative research to analyze attitudes and values.

Though they rarely provide a valid basis for generalization, their main advantage is that they enable the researcher to probe social actors’ subjective point of view. 

Questionnaire Method

Questionnaires can be thought of as a kind of written interview. They can be carried out face to face, by telephone, or post.

The choice of questions is important because of the need to avoid bias or ambiguity in the questions, ‘leading’ the respondent or causing offense.

  • Open questions are designed to encourage a full, meaningful answer using the subject’s own knowledge and feelings. They provide insights into feelings, opinions, and understanding. Example: “How do you feel about that situation?”
  • Closed questions can be answered with a simple “yes” or “no” or specific information, limiting the depth of response. They are useful for gathering specific facts or confirming details. Example: “Do you feel anxious in crowds?”

Its other practical advantages are that it is cheaper than face-to-face interviews and can be used to contact many respondents scattered over a wide area relatively quickly.

Observations

There are different types of observation methods :
  • Covert observation is where the researcher doesn’t tell the participants they are being observed until after the study is complete. There could be ethical problems or deception and consent with this particular observation method.
  • Overt observation is where a researcher tells the participants they are being observed and what they are being observed for.
  • Controlled : behavior is observed under controlled laboratory conditions (e.g., Bandura’s Bobo doll study).
  • Natural : Here, spontaneous behavior is recorded in a natural setting.
  • Participant : Here, the observer has direct contact with the group of people they are observing. The researcher becomes a member of the group they are researching.  
  • Non-participant (aka “fly on the wall): The researcher does not have direct contact with the people being observed. The observation of participants’ behavior is from a distance

Pilot Study

A pilot  study is a small scale preliminary study conducted in order to evaluate the feasibility of the key s teps in a future, full-scale project.

A pilot study is an initial run-through of the procedures to be used in an investigation; it involves selecting a few people and trying out the study on them. It is possible to save time, and in some cases, money, by identifying any flaws in the procedures designed by the researcher.

A pilot study can help the researcher spot any ambiguities (i.e. unusual things) or confusion in the information given to participants or problems with the task devised.

Sometimes the task is too hard, and the researcher may get a floor effect, because none of the participants can score at all or can complete the task – all performances are low.

The opposite effect is a ceiling effect, when the task is so easy that all achieve virtually full marks or top performances and are “hitting the ceiling”.

Research Design

In cross-sectional research , a researcher compares multiple segments of the population at the same time

Sometimes, we want to see how people change over time, as in studies of human development and lifespan. Longitudinal research is a research design in which data-gathering is administered repeatedly over an extended period of time.

In cohort studies , the participants must share a common factor or characteristic such as age, demographic, or occupation. A cohort study is a type of longitudinal study in which researchers monitor and observe a chosen population over an extended period.

Triangulation means using more than one research method to improve the study’s validity.

Reliability

Reliability is a measure of consistency, if a particular measurement is repeated and the same result is obtained then it is described as being reliable.

  • Test-retest reliability :  assessing the same person on two different occasions which shows the extent to which the test produces the same answers.
  • Inter-observer reliability : the extent to which there is an agreement between two or more observers.

Meta-Analysis

A meta-analysis is a systematic review that involves identifying an aim and then searching for research studies that have addressed similar aims/hypotheses.

This is done by looking through various databases, and then decisions are made about what studies are to be included/excluded.

Strengths: Increases the conclusions’ validity as they’re based on a wider range.

Weaknesses: Research designs in studies can vary, so they are not truly comparable.

Peer Review

A researcher submits an article to a journal. The choice of the journal may be determined by the journal’s audience or prestige.

The journal selects two or more appropriate experts (psychologists working in a similar field) to peer review the article without payment. The peer reviewers assess: the methods and designs used, originality of the findings, the validity of the original research findings and its content, structure and language.

Feedback from the reviewer determines whether the article is accepted. The article may be: Accepted as it is, accepted with revisions, sent back to the author to revise and re-submit or rejected without the possibility of submission.

The editor makes the final decision whether to accept or reject the research report based on the reviewers comments/ recommendations.

Peer review is important because it prevent faulty data from entering the public domain, it provides a way of checking the validity of findings and the quality of the methodology and is used to assess the research rating of university departments.

Peer reviews may be an ideal, whereas in practice there are lots of problems. For example, it slows publication down and may prevent unusual, new work being published. Some reviewers might use it as an opportunity to prevent competing researchers from publishing work.

Some people doubt whether peer review can really prevent the publication of fraudulent research.

The advent of the internet means that a lot of research and academic comment is being published without official peer reviews than before, though systems are evolving on the internet where everyone really has a chance to offer their opinions and police the quality of research.

Types of Data

  • Quantitative data is numerical data e.g. reaction time or number of mistakes. It represents how much or how long, how many there are of something. A tally of behavioral categories and closed questions in a questionnaire collect quantitative data.
  • Qualitative data is virtually any type of information that can be observed and recorded that is not numerical in nature and can be in the form of written or verbal communication. Open questions in questionnaires and accounts from observational studies collect qualitative data.
  • Primary data is first-hand data collected for the purpose of the investigation.
  • Secondary data is information that has been collected by someone other than the person who is conducting the research e.g. taken from journals, books or articles.

Validity means how well a piece of research actually measures what it sets out to, or how well it reflects the reality it claims to represent.

Validity is whether the observed effect is genuine and represents what is actually out there in the world.

  • Concurrent validity is the extent to which a psychological measure relates to an existing similar measure and obtains close results. For example, a new intelligence test compared to an established test.
  • Face validity : does the test measure what it’s supposed to measure ‘on the face of it’. This is done by ‘eyeballing’ the measuring or by passing it to an expert to check.
  • Ecological validit y is the extent to which findings from a research study can be generalized to other settings / real life.
  • Temporal validity is the extent to which findings from a research study can be generalized to other historical times.

Features of Science

  • Paradigm – A set of shared assumptions and agreed methods within a scientific discipline.
  • Paradigm shift – The result of the scientific revolution: a significant change in the dominant unifying theory within a scientific discipline.
  • Objectivity – When all sources of personal bias are minimised so not to distort or influence the research process.
  • Empirical method – Scientific approaches that are based on the gathering of evidence through direct observation and experience.
  • Replicability – The extent to which scientific procedures and findings can be repeated by other researchers.
  • Falsifiability – The principle that a theory cannot be considered scientific unless it admits the possibility of being proved untrue.

Statistical Testing

A significant result is one where there is a low probability that chance factors were responsible for any observed difference, correlation, or association in the variables tested.

If our test is significant, we can reject our null hypothesis and accept our alternative hypothesis.

If our test is not significant, we can accept our null hypothesis and reject our alternative hypothesis. A null hypothesis is a statement of no effect.

In Psychology, we use p < 0.05 (as it strikes a balance between making a type I and II error) but p < 0.01 is used in tests that could cause harm like introducing a new drug.

A type I error is when the null hypothesis is rejected when it should have been accepted (happens when a lenient significance level is used, an error of optimism).

A type II error is when the null hypothesis is accepted when it should have been rejected (happens when a stringent significance level is used, an error of pessimism).

Ethical Issues

  • Informed consent is when participants are able to make an informed judgment about whether to take part. It causes them to guess the aims of the study and change their behavior.
  • To deal with it, we can gain presumptive consent or ask them to formally indicate their agreement to participate but it may invalidate the purpose of the study and it is not guaranteed that the participants would understand.
  • Deception should only be used when it is approved by an ethics committee, as it involves deliberately misleading or withholding information. Participants should be fully debriefed after the study but debriefing can’t turn the clock back.
  • All participants should be informed at the beginning that they have the right to withdraw if they ever feel distressed or uncomfortable.
  • It causes bias as the ones that stayed are obedient and some may not withdraw as they may have been given incentives or feel like they’re spoiling the study. Researchers can offer the right to withdraw data after participation.
  • Participants should all have protection from harm . The researcher should avoid risks greater than those experienced in everyday life and they should stop the study if any harm is suspected. However, the harm may not be apparent at the time of the study.
  • Confidentiality concerns the communication of personal information. The researchers should not record any names but use numbers or false names though it may not be possible as it is sometimes possible to work out who the researchers were.

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  • > General Analytics

Different Types of Research Methods

  • Mallika Rangaiah
  • Dec 22, 2021
  • Updated on: Nov 21, 2023

Different Types of Research Methods title banner

Unlike what a layman generally presumes, Research is not just about determining a hypothesis and unraveling a conclusion for that hypothesis. Every research approach that we take up falls under the category of a type of methodology and every methodology is exclusive and intricate in its depth. 

So what are these research methodologies and how do the researchers make use of them? This is what we are going to explore through this blog. Before we attempt to understand these methods, let us understand what research methodology actually means. 

What are Research Methods ?

Firstly, let's understand why we undertake research? What exactly is the point of it? 

Research is mainly done to gain knowledge to support a survey or quest regarding a particular conception or theory and to reach a resolute conclusion regarding the same.  Research is generally an approach for gaining knowledge which is required to interpret, write, delve further and to distribute data. 

For ensuring that a fulfilling experience is delivered, it is essential that the Research is premium in its quality and that’s where Research Methods come to the rescue. 

(Recommended blog - Research Market Analysis )

Types of Research Methods

An area is selected, a specific hypothesis is determined and a defined conclusion is required to be achieved. But how is this conclusion reached? What is the approach that can be taken up? As per CR Kothari’s book “Research Methodology Methods and Techniques” (The Second Revised Edition),  the basic types of Research Methods are the following : 

The image depicts the Types of Research Methods and has the following points :1. Descriptive Research2. Analytical Research3. Applied Research4. Fundamental Research5. Quantitative Research6. Qualitative Research7. Conceptual Research8. Empirical Research

Descriptive Research

Descriptive Research is a form of research that incorporates surveys as well as different varieties of fact-finding investigations. This form of research is focused on describing the prevailing state of affairs as they are. Descriptive Research is also termed as Ex post facto research. 

This research form emphasises on factual reporting, the researcher cannot control the involved variables and can only report the details as they took place or as they are taking place. 

Researchers mainly make use of a descriptive research approach for purposes such as when the research is aimed at deciphering characteristics, frequencies or trends. 

Ex post facto studies also include attempts by researchers to discover causes even when they cannot control the variables. The descriptive research methods are mainly, observations, surveys as well as case studies. 

(Speaking of variables, have you ever wondered - What are confounding variables? )

Analytical Research

Analytical Research is a form of research where the researcher has to make do with the data and factual information available at their behest and interpret this information to undertake an acute evaluation of the data. 

This form of research is often undertaken by researchers to uncover some evidence that supports their present research and which makes it more authentic. It is also undertaken for concocting fresh ideas relating to the topic on which the research is based. 

From conducting meta analysis, literary research or scientific trials and learning public opinion, there are many methods through which this research is done. 

Applied Research

When a business or say, the society is faced with an issue that needs an immediate solution or resolution, Applied Research is the research type that comes to the rescue. 

We primarily make use of Applied Research when it comes to resolving the issues plaguing our daily lives, impacting our work, health or welfare. This research type is undertaken to uncover solutions for issues relating to varying sectors like education, engineering, psychology or business. 

For instance, a company might employ an applied researcher for concluding the best possible approach of selecting employees that would be the best fit for specific positions in the company. 

The crux of Applied Research is to figure out the solution to a certain growing practical issue. 

The 3 Types of Applied Research are mainly 

Evaluation Research - Research where prevailing data regarding the topic is interpreted to arrive at proper decisions

Research and Development - Where the focus is on setting up fresh products or services which focus on the target market requirements

Action Research - Which aims at offering practical solutions for certain business issues by giving them proper direction, are the 3 types of Applied Research. 

(Related blog - Target Marketing using AI )

Fundamental Research

This is a Research type that is primarily concerned with formulating a theory or understanding a particular natural phenomenon. Fundamental Research aims to discover information with an extensive application base, supplementing the existing concepts in a certain field or industry. 

Research on pure mathematics or research regarding generalisation of the behavior of humans are also examples of Fundamental Research. This form of research is mainly carried out in sectors like Education, Psychology and Science. 

For instance, in Psychology fundamental research assists the individual or the company in gaining better insights regarding certain behaviors such as deciphering how consumption of caffeine can possibly impact the attention span of a student or how culture stereotypes can possibly trigger depression. 

Quantitative Research

Quantitative Research, as the name suggests, is based on the measurement of a particular amount or quantity of a particular phenomenon. It focuses on gathering and interpreting numerical data and can be adopted for discovering any averages or patterns or for making predictions.

This form of Research is number based and it lies under the two main Research Types. It makes use of tables, data and graphs to reach a conclusion. The outcomes generated from this research are measurable and can be repeated unlike the outcomes of qualitative research. This research type is mainly adopted for scientific and field based research.

Quantitative research generally involves a large number of people and a huge section of data and has a lot of scope for accuracy in it. 

These research methods can be adopted for approaches like descriptive, correlational or experimental research.

Descriptive research - The study variables are analyzed and a summary of the same is seeked.

Correlational Research - The relationship between the study variables is analyzed. 

Experimental Research - It is deciphered to analyse whether a cause and effect relationship between the variables exists. 

Quantitative research methods

  • Experiment Research - This method controls or manages independent variables for calculating the effect it has on dependent variables. 
  • Survey - Surveys involve inquiring questions from a certain specified number or set of people either online, face to face or over the phone. 
  • (Systematic) observation - This method involves detecting any occurrence and monitoring it in a natural setting. 
  • Secondary research : This research focuses on making use of data which has been previously collected for other purposes such as for say, a national survey. 

(Related blog - Hypothesis Testing )

Qualitative Research

As the name suggests, this form of Research is more considered with the quality of a certain phenomenon, it dives into the “why” alongside the “what”. For instance, let’s consider a gender neutral clothing store which has more women visiting it than men. 

Qualitative research would be determining why men are not visiting the store by carrying out an in-depth interview of some potential customers in this category.

This form of research is interested in getting to the bottom of the reasons for human behaviour, i.e understanding why certain actions are taken by people or why they think certain thoughts. 

Through this research the factors influencing people into behaving in a certain way or which control their preferences towards a certain thing can be interpreted.

An example of Qualitative Research would be Motivation Research . This research focuses on deciphering the rooted motives or desires through intricate methods like in depth interviews. It involves several tests like story completion or word association. 

Another example would be Opinion Research . This type of research is carried out to discover the opinion and perspective of people regarding a certain subject or phenomenon.

This is a theory based form of research and it works by describing an issue by taking into account the prior concepts, ideas and studies. The experience of the researcher plays an integral role here.

The Types of Qualitative Research includes the following methods :

Qualitative research methods

  • Observations: In this method what the researcher sees, hears of or encounters is recorded in detail.
  • Interviews: Personally asking people questions in one-on-one conversations.
  • Focus groups: This involves asking questions and discussions among a group of people to generate conclusions from the same. 
  • Surveys: In these surveys unlike the quantitative research surveys, the questionnaires involve extensive open ended questions that require elaborate answers. 
  • Secondary research: Gathering the existing data such as images, texts or audio or video recordings. This can involve a text analysis, a research of a case study, or an In-depth interview.

Conceptual Research

This research is related to an abstract idea or a theory. It is adopted by thinkers and philosophers with the aim of developing a new concept or to re-examine the existing concepts. 

Conceptual Research is mainly defined as a methodology in which the research is conducted by observing and interpreting the already present information on a present topic. It does not include carrying out any practical experiments. 

This methodology has often been adopted by famous Philosophers like Aristotle, Copernicus, Einstein and Newton for developing fresh theories and insights regarding the working of the world and for examining the existing ones from a different perspective. 

The concepts were set up by philosophers to observe their environment and to sort, study, and summarise the information available. 

Empirical Research

This is a research method that focuses solely on aspects like observation and experience, without focusing on the theory or system. It is based on data and it can churn conclusions that can be confirmed or verified through observation and experiment. Empirical Research is mainly undertaken to determine proof that certain variables are affecting the others in a particular way.   

This kind of research can also be termed as Experimental Research. In this research it is essential that all the facts are received firsthand, directly from the source so that the researcher can actively go and carry out the actions and manipulate the concerned materials to gain the information he requires.

In this research a hypothesis is generated and then a path is undertaken to confirm or invalidate this hypothesis. The control that the researcher holds over the involved variables defines this research. The researcher can manipulate one of these variables to examine its effect.

(Recommended blog - Data Analysis )

Other Types of Research

All research types apart from the ones stated above are mainly variations of them, either in terms of research purpose or in the terms of the time that is required for accomplishing the research, or say, the research environment. 

If we take the perspective of time, research can be considered as either One-time research or Longitudinal Research. 

One time Research : The research is restricted to a single time period. 

Longitudinal Research : The research is executed over multiple time periods. 

A research can also be set in a field or a laboratory or be a simulation, it depends on the environment that the research is based on. 

We’ve also got Historical Research which makes use of historical sources such as documents and remains for examining past events and ideas. This also includes the philosophy of an individual and groups at a particular time. 

Research may be clinical or diagnostic . These kinds of research generally carry out case study or in-depth interview approaches to determine basic causal relationships. 

Research can also be Exploratory or Formalized. 

Exploratory Research: This is a research that is more focused on establishing hypotheses than on deriving the result. This form of Research focuses on understanding the prevailing issue but it doesn’t really offer defining results. 

Formalized research: This is a research that has a solid structure and which also has specific hypotheses for testing. 

We can also classify Research as conclusion-oriented and decision-oriented. 

Conclusion Oriented Research: In this form of research, the researcher can select an issue, revamp the enquiry as he continues and visualize it as per his requirements. 

Decision-oriented research: This research depends on the requirement of the decision maker and offers less freedom to the research to conduct it as he pleases. 

The common and well known research methods have been listed in this blog. Hopefully this blog will give the readers and present and future researchers proper knowledge regarding important methods they can adopt to conduct their Research.

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Table of Contents

What is data collection, why do we need data collection, what are the different data collection methods, data collection tools, the importance of ensuring accurate and appropriate data collection, issues related to maintaining the integrity of data collection, what are common challenges in data collection, what are the key steps in the data collection process, data collection considerations and best practices, choose the right data science program, are you interested in a career in data science, what is data collection: methods, types, tools.

What is Data Collection? Definition, Types, Tools, and Techniques

The process of gathering and analyzing accurate data from various sources to find answers to research problems, trends and probabilities, etc., to evaluate possible outcomes is Known as Data Collection. Knowledge is power, information is knowledge, and data is information in digitized form, at least as defined in IT. Hence, data is power. But before you can leverage that data into a successful strategy for your organization or business, you need to gather it. That’s your first step.

So, to help you get the process started, we shine a spotlight on data collection. What exactly is it? Believe it or not, it’s more than just doing a Google search! Furthermore, what are the different types of data collection? And what kinds of data collection tools and data collection techniques exist?

If you want to get up to speed about what is data collection process, you’ve come to the right place. 

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Data collection is the process of collecting and evaluating information or data from multiple sources to find answers to research problems, answer questions, evaluate outcomes, and forecast trends and probabilities. It is an essential phase in all types of research, analysis, and decision-making, including that done in the social sciences, business, and healthcare.

Accurate data collection is necessary to make informed business decisions, ensure quality assurance, and keep research integrity.

During data collection, the researchers must identify the data types, the sources of data, and what methods are being used. We will soon see that there are many different data collection methods . There is heavy reliance on data collection in research, commercial, and government fields.

Before an analyst begins collecting data, they must answer three questions first:

  • What’s the goal or purpose of this research?
  • What kinds of data are they planning on gathering?
  • What methods and procedures will be used to collect, store, and process the information?

Additionally, we can break up data into qualitative and quantitative types. Qualitative data covers descriptions such as color, size, quality, and appearance. Quantitative data, unsurprisingly, deals with numbers, such as statistics, poll numbers, percentages, etc.

Before a judge makes a ruling in a court case or a general creates a plan of attack, they must have as many relevant facts as possible. The best courses of action come from informed decisions, and information and data are synonymous.

The concept of data collection isn’t a new one, as we’ll see later, but the world has changed. There is far more data available today, and it exists in forms that were unheard of a century ago. The data collection process has had to change and grow with the times, keeping pace with technology.

Whether you’re in the world of academia, trying to conduct research, or part of the commercial sector, thinking of how to promote a new product, you need data collection to help you make better choices.

Now that you know what is data collection and why we need it, let's take a look at the different methods of data collection. While the phrase “data collection” may sound all high-tech and digital, it doesn’t necessarily entail things like computers, big data , and the internet. Data collection could mean a telephone survey, a mail-in comment card, or even some guy with a clipboard asking passersby some questions. But let’s see if we can sort the different data collection methods into a semblance of organized categories.

Primary and secondary methods of data collection are two approaches used to gather information for research or analysis purposes. Let's explore each data collection method in detail:

1. Primary Data Collection:

Primary data collection involves the collection of original data directly from the source or through direct interaction with the respondents. This method allows researchers to obtain firsthand information specifically tailored to their research objectives. There are various techniques for primary data collection, including:

a. Surveys and Questionnaires: Researchers design structured questionnaires or surveys to collect data from individuals or groups. These can be conducted through face-to-face interviews, telephone calls, mail, or online platforms.

b. Interviews: Interviews involve direct interaction between the researcher and the respondent. They can be conducted in person, over the phone, or through video conferencing. Interviews can be structured (with predefined questions), semi-structured (allowing flexibility), or unstructured (more conversational).

c. Observations: Researchers observe and record behaviors, actions, or events in their natural setting. This method is useful for gathering data on human behavior, interactions, or phenomena without direct intervention.

d. Experiments: Experimental studies involve the manipulation of variables to observe their impact on the outcome. Researchers control the conditions and collect data to draw conclusions about cause-and-effect relationships.

e. Focus Groups: Focus groups bring together a small group of individuals who discuss specific topics in a moderated setting. This method helps in understanding opinions, perceptions, and experiences shared by the participants.

2. Secondary Data Collection:

Secondary data collection involves using existing data collected by someone else for a purpose different from the original intent. Researchers analyze and interpret this data to extract relevant information. Secondary data can be obtained from various sources, including:

a. Published Sources: Researchers refer to books, academic journals, magazines, newspapers, government reports, and other published materials that contain relevant data.

b. Online Databases: Numerous online databases provide access to a wide range of secondary data, such as research articles, statistical information, economic data, and social surveys.

c. Government and Institutional Records: Government agencies, research institutions, and organizations often maintain databases or records that can be used for research purposes.

d. Publicly Available Data: Data shared by individuals, organizations, or communities on public platforms, websites, or social media can be accessed and utilized for research.

e. Past Research Studies: Previous research studies and their findings can serve as valuable secondary data sources. Researchers can review and analyze the data to gain insights or build upon existing knowledge.

Now that we’ve explained the various techniques, let’s narrow our focus even further by looking at some specific tools. For example, we mentioned interviews as a technique, but we can further break that down into different interview types (or “tools”).

Word Association

The researcher gives the respondent a set of words and asks them what comes to mind when they hear each word.

Sentence Completion

Researchers use sentence completion to understand what kind of ideas the respondent has. This tool involves giving an incomplete sentence and seeing how the interviewee finishes it.

Role-Playing

Respondents are presented with an imaginary situation and asked how they would act or react if it was real.

In-Person Surveys

The researcher asks questions in person.

Online/Web Surveys

These surveys are easy to accomplish, but some users may be unwilling to answer truthfully, if at all.

Mobile Surveys

These surveys take advantage of the increasing proliferation of mobile technology. Mobile collection surveys rely on mobile devices like tablets or smartphones to conduct surveys via SMS or mobile apps.

Phone Surveys

No researcher can call thousands of people at once, so they need a third party to handle the chore. However, many people have call screening and won’t answer.

Observation

Sometimes, the simplest method is the best. Researchers who make direct observations collect data quickly and easily, with little intrusion or third-party bias. Naturally, it’s only effective in small-scale situations.

Accurate data collecting is crucial to preserving the integrity of research, regardless of the subject of study or preferred method for defining data (quantitative, qualitative). Errors are less likely to occur when the right data gathering tools are used (whether they are brand-new ones, updated versions of them, or already available).

Among the effects of data collection done incorrectly, include the following -

  • Erroneous conclusions that squander resources
  • Decisions that compromise public policy
  • Incapacity to correctly respond to research inquiries
  • Bringing harm to participants who are humans or animals
  • Deceiving other researchers into pursuing futile research avenues
  • The study's inability to be replicated and validated

When these study findings are used to support recommendations for public policy, there is the potential to result in disproportionate harm, even if the degree of influence from flawed data collecting may vary by discipline and the type of investigation.

Let us now look at the various issues that we might face while maintaining the integrity of data collection.

In order to assist the errors detection process in the data gathering process, whether they were done purposefully (deliberate falsifications) or not, maintaining data integrity is the main justification (systematic or random errors).

Quality assurance and quality control are two strategies that help protect data integrity and guarantee the scientific validity of study results.

Each strategy is used at various stages of the research timeline:

  • Quality control - tasks that are performed both after and during data collecting
  • Quality assurance - events that happen before data gathering starts

Let us explore each of them in more detail now.

Quality Assurance

As data collecting comes before quality assurance, its primary goal is "prevention" (i.e., forestalling problems with data collection). The best way to protect the accuracy of data collection is through prevention. The uniformity of protocol created in the thorough and exhaustive procedures manual for data collecting serves as the best example of this proactive step. 

The likelihood of failing to spot issues and mistakes early in the research attempt increases when guides are written poorly. There are several ways to show these shortcomings:

  • Failure to determine the precise subjects and methods for retraining or training staff employees in data collecting
  • List of goods to be collected, in part
  • There isn't a system in place to track modifications to processes that may occur as the investigation continues.
  • Instead of detailed, step-by-step instructions on how to deliver tests, there is a vague description of the data gathering tools that will be employed.
  • Uncertainty regarding the date, procedure, and identity of the person or people in charge of examining the data
  • Incomprehensible guidelines for using, adjusting, and calibrating the data collection equipment.

Now, let us look at how to ensure Quality Control.

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Become a Data Scientist With Real-World Experience

Quality Control

Despite the fact that quality control actions (detection/monitoring and intervention) take place both after and during data collection, the specifics should be meticulously detailed in the procedures manual. Establishing monitoring systems requires a specific communication structure, which is a prerequisite. Following the discovery of data collection problems, there should be no ambiguity regarding the information flow between the primary investigators and staff personnel. A poorly designed communication system promotes slack oversight and reduces opportunities for error detection.

Direct staff observation conference calls, during site visits, or frequent or routine assessments of data reports to spot discrepancies, excessive numbers, or invalid codes can all be used as forms of detection or monitoring. Site visits might not be appropriate for all disciplines. Still, without routine auditing of records, whether qualitative or quantitative, it will be challenging for investigators to confirm that data gathering is taking place in accordance with the manual's defined methods. Additionally, quality control determines the appropriate solutions, or "actions," to fix flawed data gathering procedures and reduce recurrences.

Problems with data collection, for instance, that call for immediate action include:

  • Fraud or misbehavior
  • Systematic mistakes, procedure violations 
  • Individual data items with errors
  • Issues with certain staff members or a site's performance 

Researchers are trained to include one or more secondary measures that can be used to verify the quality of information being obtained from the human subject in the social and behavioral sciences where primary data collection entails using human subjects. 

For instance, a researcher conducting a survey would be interested in learning more about the prevalence of risky behaviors among young adults as well as the social factors that influence these risky behaviors' propensity for and frequency. Let us now explore the common challenges with regard to data collection.

There are some prevalent challenges faced while collecting data, let us explore a few of them to understand them better and avoid them.

Data Quality Issues

The main threat to the broad and successful application of machine learning is poor data quality. Data quality must be your top priority if you want to make technologies like machine learning work for you. Let's talk about some of the most prevalent data quality problems in this blog article and how to fix them.

Inconsistent Data

When working with various data sources, it's conceivable that the same information will have discrepancies between sources. The differences could be in formats, units, or occasionally spellings. The introduction of inconsistent data might also occur during firm mergers or relocations. Inconsistencies in data have a tendency to accumulate and reduce the value of data if they are not continually resolved. Organizations that have heavily focused on data consistency do so because they only want reliable data to support their analytics.

Data Downtime

Data is the driving force behind the decisions and operations of data-driven businesses. However, there may be brief periods when their data is unreliable or not prepared. Customer complaints and subpar analytical outcomes are only two ways that this data unavailability can have a significant impact on businesses. A data engineer spends about 80% of their time updating, maintaining, and guaranteeing the integrity of the data pipeline. In order to ask the next business question, there is a high marginal cost due to the lengthy operational lead time from data capture to insight.

Schema modifications and migration problems are just two examples of the causes of data downtime. Data pipelines can be difficult due to their size and complexity. Data downtime must be continuously monitored, and it must be reduced through automation.

Ambiguous Data

Even with thorough oversight, some errors can still occur in massive databases or data lakes. For data streaming at a fast speed, the issue becomes more overwhelming. Spelling mistakes can go unnoticed, formatting difficulties can occur, and column heads might be deceptive. This unclear data might cause a number of problems for reporting and analytics.

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Become a Data Science Expert & Get Your Dream Job

Duplicate Data

Streaming data, local databases, and cloud data lakes are just a few of the sources of data that modern enterprises must contend with. They might also have application and system silos. These sources are likely to duplicate and overlap each other quite a bit. For instance, duplicate contact information has a substantial impact on customer experience. If certain prospects are ignored while others are engaged repeatedly, marketing campaigns suffer. The likelihood of biased analytical outcomes increases when duplicate data are present. It can also result in ML models with biased training data.

Too Much Data

While we emphasize data-driven analytics and its advantages, a data quality problem with excessive data exists. There is a risk of getting lost in an abundance of data when searching for information pertinent to your analytical efforts. Data scientists, data analysts, and business users devote 80% of their work to finding and organizing the appropriate data. With an increase in data volume, other problems with data quality become more serious, particularly when dealing with streaming data and big files or databases.

Inaccurate Data

For highly regulated businesses like healthcare, data accuracy is crucial. Given the current experience, it is more important than ever to increase the data quality for COVID-19 and later pandemics. Inaccurate information does not provide you with a true picture of the situation and cannot be used to plan the best course of action. Personalized customer experiences and marketing strategies underperform if your customer data is inaccurate.

Data inaccuracies can be attributed to a number of things, including data degradation, human mistake, and data drift. Worldwide data decay occurs at a rate of about 3% per month, which is quite concerning. Data integrity can be compromised while being transferred between different systems, and data quality might deteriorate with time.

Hidden Data

The majority of businesses only utilize a portion of their data, with the remainder sometimes being lost in data silos or discarded in data graveyards. For instance, the customer service team might not receive client data from sales, missing an opportunity to build more precise and comprehensive customer profiles. Missing out on possibilities to develop novel products, enhance services, and streamline procedures is caused by hidden data.

Finding Relevant Data

Finding relevant data is not so easy. There are several factors that we need to consider while trying to find relevant data, which include -

  • Relevant Domain
  • Relevant demographics
  • Relevant Time period and so many more factors that we need to consider while trying to find relevant data.

Data that is not relevant to our study in any of the factors render it obsolete and we cannot effectively proceed with its analysis. This could lead to incomplete research or analysis, re-collecting data again and again, or shutting down the study.

Deciding the Data to Collect

Determining what data to collect is one of the most important factors while collecting data and should be one of the first factors while collecting data. We must choose the subjects the data will cover, the sources we will be used to gather it, and the quantity of information we will require. Our responses to these queries will depend on our aims, or what we expect to achieve utilizing your data. As an illustration, we may choose to gather information on the categories of articles that website visitors between the ages of 20 and 50 most frequently access. We can also decide to compile data on the typical age of all the clients who made a purchase from your business over the previous month.

Not addressing this could lead to double work and collection of irrelevant data or ruining your study as a whole.

Dealing With Big Data

Big data refers to exceedingly massive data sets with more intricate and diversified structures. These traits typically result in increased challenges while storing, analyzing, and using additional methods of extracting results. Big data refers especially to data sets that are quite enormous or intricate that conventional data processing tools are insufficient. The overwhelming amount of data, both unstructured and structured, that a business faces on a daily basis. 

The amount of data produced by healthcare applications, the internet, social networking sites social, sensor networks, and many other businesses are rapidly growing as a result of recent technological advancements. Big data refers to the vast volume of data created from numerous sources in a variety of formats at extremely fast rates. Dealing with this kind of data is one of the many challenges of Data Collection and is a crucial step toward collecting effective data. 

Low Response and Other Research Issues

Poor design and low response rates were shown to be two issues with data collecting, particularly in health surveys that used questionnaires. This might lead to an insufficient or inadequate supply of data for the study. Creating an incentivized data collection program might be beneficial in this case to get more responses.

Now, let us look at the key steps in the data collection process.

In the Data Collection Process, there are 5 key steps. They are explained briefly below -

1. Decide What Data You Want to Gather

The first thing that we need to do is decide what information we want to gather. We must choose the subjects the data will cover, the sources we will use to gather it, and the quantity of information that we would require. For instance, we may choose to gather information on the categories of products that an average e-commerce website visitor between the ages of 30 and 45 most frequently searches for. 

2. Establish a Deadline for Data Collection

The process of creating a strategy for data collection can now begin. We should set a deadline for our data collection at the outset of our planning phase. Some forms of data we might want to continuously collect. We might want to build up a technique for tracking transactional data and website visitor statistics over the long term, for instance. However, we will track the data throughout a certain time frame if we are tracking it for a particular campaign. In these situations, we will have a schedule for when we will begin and finish gathering data. 

3. Select a Data Collection Approach

We will select the data collection technique that will serve as the foundation of our data gathering plan at this stage. We must take into account the type of information that we wish to gather, the time period during which we will receive it, and the other factors we decide on to choose the best gathering strategy.

4. Gather Information

Once our plan is complete, we can put our data collection plan into action and begin gathering data. In our DMP, we can store and arrange our data. We need to be careful to follow our plan and keep an eye on how it's doing. Especially if we are collecting data regularly, setting up a timetable for when we will be checking in on how our data gathering is going may be helpful. As circumstances alter and we learn new details, we might need to amend our plan.

5. Examine the Information and Apply Your Findings

It's time to examine our data and arrange our findings after we have gathered all of our information. The analysis stage is essential because it transforms unprocessed data into insightful knowledge that can be applied to better our marketing plans, goods, and business judgments. The analytics tools included in our DMP can be used to assist with this phase. We can put the discoveries to use to enhance our business once we have discovered the patterns and insights in our data.

Let us now look at some data collection considerations and best practices that one might follow.

We must carefully plan before spending time and money traveling to the field to gather data. While saving time and resources, effective data collection strategies can help us collect richer, more accurate, and richer data.

Below, we will be discussing some of the best practices that we can follow for the best results -

1. Take Into Account the Price of Each Extra Data Point

Once we have decided on the data we want to gather, we need to make sure to take the expense of doing so into account. Our surveyors and respondents will incur additional costs for each additional data point or survey question.

2. Plan How to Gather Each Data Piece

There is a dearth of freely accessible data. Sometimes the data is there, but we may not have access to it. For instance, unless we have a compelling cause, we cannot openly view another person's medical information. It could be challenging to measure several types of information.

Consider how time-consuming and difficult it will be to gather each piece of information while deciding what data to acquire.

3. Think About Your Choices for Data Collecting Using Mobile Devices

Mobile-based data collecting can be divided into three categories -

  • IVRS (interactive voice response technology) -  Will call the respondents and ask them questions that have already been recorded. 
  • SMS data collection - Will send a text message to the respondent, who can then respond to questions by text on their phone. 
  • Field surveyors - Can directly enter data into an interactive questionnaire while speaking to each respondent, thanks to smartphone apps.

We need to make sure to select the appropriate tool for our survey and responders because each one has its own disadvantages and advantages.

4. Carefully Consider the Data You Need to Gather

It's all too easy to get information about anything and everything, but it's crucial to only gather the information that we require. 

It is helpful to consider these 3 questions:

  • What details will be helpful?
  • What details are available?
  • What specific details do you require?

5. Remember to Consider Identifiers

Identifiers, or details describing the context and source of a survey response, are just as crucial as the information about the subject or program that we are actually researching.

In general, adding more identifiers will enable us to pinpoint our program's successes and failures with greater accuracy, but moderation is the key.

6. Data Collecting Through Mobile Devices is the Way to Go

Although collecting data on paper is still common, modern technology relies heavily on mobile devices. They enable us to gather many various types of data at relatively lower prices and are accurate as well as quick. There aren't many reasons not to pick mobile-based data collecting with the boom of low-cost Android devices that are available nowadays.

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The Ultimate Ticket to Top Data Science Job Roles

1. What is data collection with example?

Data collection is the process of collecting and analyzing information on relevant variables in a predetermined, methodical way so that one can respond to specific research questions, test hypotheses, and assess results. Data collection can be either qualitative or quantitative. Example: A company collects customer feedback through online surveys and social media monitoring to improve their products and services.

2. What are the primary data collection methods?

As is well known, gathering primary data is costly and time intensive. The main techniques for gathering data are observation, interviews, questionnaires, schedules, and surveys.

3. What are data collection tools?

The term "data collecting tools" refers to the tools/devices used to gather data, such as a paper questionnaire or a system for computer-assisted interviews. Tools used to gather data include case studies, checklists, interviews, occasionally observation, surveys, and questionnaires.

4. What’s the difference between quantitative and qualitative methods?

While qualitative research focuses on words and meanings, quantitative research deals with figures and statistics. You can systematically measure variables and test hypotheses using quantitative methods. You can delve deeper into ideas and experiences using qualitative methodologies.

5. What are quantitative data collection methods?

While there are numerous other ways to get quantitative information, the methods indicated above—probability sampling, interviews, questionnaire observation, and document review—are the most typical and frequently employed, whether collecting information offline or online.

6. What is mixed methods research?

User research that includes both qualitative and quantitative techniques is known as mixed methods research. For deeper user insights, mixed methods research combines insightful user data with useful statistics.

7. What are the benefits of collecting data?

Collecting data offers several benefits, including:

  • Knowledge and Insight
  • Evidence-Based Decision Making
  • Problem Identification and Solution
  • Validation and Evaluation
  • Identifying Trends and Predictions
  • Support for Research and Development
  • Policy Development
  • Quality Improvement
  • Personalization and Targeting
  • Knowledge Sharing and Collaboration

8. What’s the difference between reliability and validity?

Reliability is about consistency and stability, while validity is about accuracy and appropriateness. Reliability focuses on the consistency of results, while validity focuses on whether the results are actually measuring what they are intended to measure. Both reliability and validity are crucial considerations in research to ensure the trustworthiness and meaningfulness of the collected data and measurements.

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How To Conduct Complementary Market Research

Apr 23, 2024

8 min. read

Complementary research can be a helpful tool for marketers looking to reduce trial and error and maximize results. Rather than reinvent the wheel, marketers can lean on readily available data and information to guide their strategies.

Marketing success isn’t just about the most creative campaigns, pretty visuals, and clever copy. It’s also about knowing your audience and understanding the data behind what works and what doesn’t in marketing .

Marketing is part art and part science, and complementary market research can boost the science aspect so the art side has the best chance of resonating with the right people in the right places.

Learn more about complementary research and how to go about using this type of market research to improve your marketing.

Table of Contents:

What Is Complementary Market Research?

Why is complementary research important, types of complementary research methods, how to conduct complementary market research, best practices for conducting complementary market research.

Complementary market research is like piecing together a jigsaw puzzle. Each type of research — whether it's surveys, focus groups, or data analysis — provides a unique piece of the puzzle. On its own, a single piece may not reveal the full picture, but when you combine multiple pieces from different parts of the puzzle, you start to see a clearer, more comprehensive image.

Others call this secondary research or desk research .

researcher running a complementary market research

In marketing, an example of complementary market research would be combining quantitative and qualitative data on the same topic. This allows you to learn more about consumer interests, forecasting trends , and gain a more holistic view of the marketplace.

The benefits of conducting complementary market research include:

  • The ability to make informed decisions based on data-driven insights
  • Understand complex and evolving industry dynamics
  • Stay ahead of competitors
  • Identify new avenues for growth
  • Effectively tailor products and services to the right audiences
  • Achieve sustainable success

Ultimately, complementary market research gives you a more complete picture of your industry and target market.

We can break complementary research into two different types: internal and external.

Internal complementary research comes from your own data. This data might come from:

  • Website analytics
  • Past campaigns
  • Customer-generated data (e.g., verbal feedback, surveys, etc.)

This information can give you a competitive edge because your competitors can’t access it. It’s data you already own, which makes it more accessible and cost-effective.

Tip: Learn how Haleon , the world's largest standalone consumer healthcare business, used Meltwater to drastically increase their market research efficiency.

External complementary research refers to data your organization does not own. Research sources may include:

  • Professional journals
  • Research studies
  • Government data
  • Competitor research
  • Library databases
  • Industry white papers
  • Consumer intelligence platforms like the Meltwater Consumer Intelligence Suite

This type of data works well when you need new insights or information. It can also help you fill in known knowledge gaps or even lead you to questions you haven’t thought to ask.

explaining how to conduct a complementary market research

Complementary market research involves collecting and reviewing data from multiple sources. Here’s how to manage all of the moving parts of this process to get the answers you need.

1. State your research objective

Complementary research ties to an idea or goal. You have a question that needs answers, so you start sifting through various secondary sources to support it.

Your goal might be to fill knowledge gaps, provide additional context, or validate other findings. Having a clear goal or objective will help you choose your research sources and collect the right information.

2. Set a knowledge baseline

Once you know what the needle in the haystack looks like, you can start selecting the right tools to find it. These tools are data that create your knowledge foundation.

For example, let’s say you’re launching a new type of tea and want to learn more about how consumers feel about tropical tea flavors. You can use what you already know about your consumers’ preferences, such as purchasing history, the keywords you already rank for, and online reviews, to guide your research.

Take inventory of your internal and external resources that might already contain this information. For example, did you recently conduct a survey of current customers about which tea flavors they might like to try?

Once you have a baseline idea, you can start adding more data sources to the mix to complement your initial findings.

3. Find complementary sources to complete the picture 

Complementary research should bolster the data you already have. You can choose a variety of sources to cross-reference your findings and get a fuller picture of your idea or topic.

Using our tropical tea flavor example, you might want to validate findings with a focus group, customer feedback surveys, or sampling events.

You might also seek out industry reports or white papers from studies on consumer preferences for flavored teas.

Another helpful tool is a consumer intelligence platform. This technology gauges how consumers think and feel about a variety of topics based on social media and online conversations. These platforms use AI technologies like natural language processing to understand how consumers are talking about a topic.

You can check your website analytics to see which of your current tea products gain the most interest. 

You might also use SEO tools to see how popular online searches are for tropical tea flavors, review customer purchasing patterns, and see how past product launches have performed.

Make a list of all possible secondary market research sources, then decide which ones to include in your project.

Want to learn more about how Meltwater can help you with complementary market research? Simply fill out the form at the bottom of this post and we'll be in touch.

4. Evaluate the credibility of each source

It’s not enough to find data sources that support your ideas — you also need to be able to trust the stories these sources tell. 

fact checking as part of evaluating source credibility

Consider the validity of each source, especially if you’re using third-party data. Some ways to do this include:

  • Knowing where the data comes from (from primary sources when possible)
  • Knowing how old the data is
  • Learning whether the data was peer-reviewed and looking deeper into that process
  • Identifying the author and their credibility
  • Understanding the publisher’s track record

If you can’t trust the data, you won’t be able to use it to help you reach your goals.

5. Analyze and synthesize your findings

Review the information you gathered through your complementary market research sources. Pick out common themes and patterns and determine how they apply to your original objective.

It’s helpful to organize your findings and document the sources they came from. In most cases, research projects will involve multiple stakeholders and several review stages, so this will make it easier to find information later.

Tip: Learn how to increase your organization's speed to insight in our Insight-Driven Marketing Guide .

6. Draw conclusions and make recommendations

Combine your new findings with your baseline information to complete your research picture. This is a good spot to determine whether you have enough information to make recommendations or whether you have more questions or knowledge gaps to fill.

Use your findings to make key decisions, and use your data sources to support those decisions. Share your findings with other stakeholders and communicate the value of the research so you can feel confident in moving forward.

As you go through the complementary market research process, follow these best practices to improve your outcomes:

  • Identify reliable sources. When you choose solid sources like reputable journals, government reports, or industry insights, you're getting the richest, most reliable data out there. You can also feel more confident sharing those sources with other stakeholders, making you look more credible in the process.
  • Consider the ethical side of complementary market research. Complementary research often means using someone else’s work, so make sure you properly attribute your findings. Ensure you’re not misleading stakeholders or purposely skewing your findings.
  • Document your process. You’ll probably need complementary research more than once, so it’s helpful to document how you go about conducting research, vetting sources, and organizing your findings.

Meltwater can help you streamline complementary market research and turn it into a real-time, ongoing process. Our consumer intelligence platform analyzes billions of data points in real time.

Tap into social media, blogs, newspapers, podcasts, and other online and offline media sources to discover trends, competitors, and topics. Get new insights about your audience and answer questions you haven’t thought to ask.

Meltwater serves as a single source of truth for brands around the world, whether you have one office or a multi-location enterprise. Our platform uses a combination of AI and human analysis to turn unstructured data into insights that drive your business forward.

Learn how Meltwater can speed up complementary market research when you request a demo by filling out the form below.

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Research Method

Home » Qualitative Research – Methods, Analysis Types and Guide

Qualitative Research – Methods, Analysis Types and Guide

Table of Contents

Qualitative Research

Qualitative Research

Qualitative research is a type of research methodology that focuses on exploring and understanding people’s beliefs, attitudes, behaviors, and experiences through the collection and analysis of non-numerical data. It seeks to answer research questions through the examination of subjective data, such as interviews, focus groups, observations, and textual analysis.

Qualitative research aims to uncover the meaning and significance of social phenomena, and it typically involves a more flexible and iterative approach to data collection and analysis compared to quantitative research. Qualitative research is often used in fields such as sociology, anthropology, psychology, and education.

Qualitative Research Methods

Types of Qualitative Research

Qualitative Research Methods are as follows:

One-to-One Interview

This method involves conducting an interview with a single participant to gain a detailed understanding of their experiences, attitudes, and beliefs. One-to-one interviews can be conducted in-person, over the phone, or through video conferencing. The interviewer typically uses open-ended questions to encourage the participant to share their thoughts and feelings. One-to-one interviews are useful for gaining detailed insights into individual experiences.

Focus Groups

This method involves bringing together a group of people to discuss a specific topic in a structured setting. The focus group is led by a moderator who guides the discussion and encourages participants to share their thoughts and opinions. Focus groups are useful for generating ideas and insights, exploring social norms and attitudes, and understanding group dynamics.

Ethnographic Studies

This method involves immersing oneself in a culture or community to gain a deep understanding of its norms, beliefs, and practices. Ethnographic studies typically involve long-term fieldwork and observation, as well as interviews and document analysis. Ethnographic studies are useful for understanding the cultural context of social phenomena and for gaining a holistic understanding of complex social processes.

Text Analysis

This method involves analyzing written or spoken language to identify patterns and themes. Text analysis can be quantitative or qualitative. Qualitative text analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Text analysis is useful for understanding media messages, public discourse, and cultural trends.

This method involves an in-depth examination of a single person, group, or event to gain an understanding of complex phenomena. Case studies typically involve a combination of data collection methods, such as interviews, observations, and document analysis, to provide a comprehensive understanding of the case. Case studies are useful for exploring unique or rare cases, and for generating hypotheses for further research.

Process of Observation

This method involves systematically observing and recording behaviors and interactions in natural settings. The observer may take notes, use audio or video recordings, or use other methods to document what they see. Process of observation is useful for understanding social interactions, cultural practices, and the context in which behaviors occur.

Record Keeping

This method involves keeping detailed records of observations, interviews, and other data collected during the research process. Record keeping is essential for ensuring the accuracy and reliability of the data, and for providing a basis for analysis and interpretation.

This method involves collecting data from a large sample of participants through a structured questionnaire. Surveys can be conducted in person, over the phone, through mail, or online. Surveys are useful for collecting data on attitudes, beliefs, and behaviors, and for identifying patterns and trends in a population.

Qualitative data analysis is a process of turning unstructured data into meaningful insights. It involves extracting and organizing information from sources like interviews, focus groups, and surveys. The goal is to understand people’s attitudes, behaviors, and motivations

Qualitative Research Analysis Methods

Qualitative Research analysis methods involve a systematic approach to interpreting and making sense of the data collected in qualitative research. Here are some common qualitative data analysis methods:

Thematic Analysis

This method involves identifying patterns or themes in the data that are relevant to the research question. The researcher reviews the data, identifies keywords or phrases, and groups them into categories or themes. Thematic analysis is useful for identifying patterns across multiple data sources and for generating new insights into the research topic.

Content Analysis

This method involves analyzing the content of written or spoken language to identify key themes or concepts. Content analysis can be quantitative or qualitative. Qualitative content analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Content analysis is useful for identifying patterns in media messages, public discourse, and cultural trends.

Discourse Analysis

This method involves analyzing language to understand how it constructs meaning and shapes social interactions. Discourse analysis can involve a variety of methods, such as conversation analysis, critical discourse analysis, and narrative analysis. Discourse analysis is useful for understanding how language shapes social interactions, cultural norms, and power relationships.

Grounded Theory Analysis

This method involves developing a theory or explanation based on the data collected. Grounded theory analysis starts with the data and uses an iterative process of coding and analysis to identify patterns and themes in the data. The theory or explanation that emerges is grounded in the data, rather than preconceived hypotheses. Grounded theory analysis is useful for understanding complex social phenomena and for generating new theoretical insights.

Narrative Analysis

This method involves analyzing the stories or narratives that participants share to gain insights into their experiences, attitudes, and beliefs. Narrative analysis can involve a variety of methods, such as structural analysis, thematic analysis, and discourse analysis. Narrative analysis is useful for understanding how individuals construct their identities, make sense of their experiences, and communicate their values and beliefs.

Phenomenological Analysis

This method involves analyzing how individuals make sense of their experiences and the meanings they attach to them. Phenomenological analysis typically involves in-depth interviews with participants to explore their experiences in detail. Phenomenological analysis is useful for understanding subjective experiences and for developing a rich understanding of human consciousness.

Comparative Analysis

This method involves comparing and contrasting data across different cases or groups to identify similarities and differences. Comparative analysis can be used to identify patterns or themes that are common across multiple cases, as well as to identify unique or distinctive features of individual cases. Comparative analysis is useful for understanding how social phenomena vary across different contexts and groups.

Applications of Qualitative Research

Qualitative research has many applications across different fields and industries. Here are some examples of how qualitative research is used:

  • Market Research: Qualitative research is often used in market research to understand consumer attitudes, behaviors, and preferences. Researchers conduct focus groups and one-on-one interviews with consumers to gather insights into their experiences and perceptions of products and services.
  • Health Care: Qualitative research is used in health care to explore patient experiences and perspectives on health and illness. Researchers conduct in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
  • Education: Qualitative research is used in education to understand student experiences and to develop effective teaching strategies. Researchers conduct classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
  • Social Work : Qualitative research is used in social work to explore social problems and to develop interventions to address them. Researchers conduct in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
  • Anthropology : Qualitative research is used in anthropology to understand different cultures and societies. Researchers conduct ethnographic studies and observe and interview members of different cultural groups to gain insights into their beliefs, practices, and social structures.
  • Psychology : Qualitative research is used in psychology to understand human behavior and mental processes. Researchers conduct in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
  • Public Policy : Qualitative research is used in public policy to explore public attitudes and to inform policy decisions. Researchers conduct focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

How to Conduct Qualitative Research

Here are some general steps for conducting qualitative research:

  • Identify your research question: Qualitative research starts with a research question or set of questions that you want to explore. This question should be focused and specific, but also broad enough to allow for exploration and discovery.
  • Select your research design: There are different types of qualitative research designs, including ethnography, case study, grounded theory, and phenomenology. You should select a design that aligns with your research question and that will allow you to gather the data you need to answer your research question.
  • Recruit participants: Once you have your research question and design, you need to recruit participants. The number of participants you need will depend on your research design and the scope of your research. You can recruit participants through advertisements, social media, or through personal networks.
  • Collect data: There are different methods for collecting qualitative data, including interviews, focus groups, observation, and document analysis. You should select the method or methods that align with your research design and that will allow you to gather the data you need to answer your research question.
  • Analyze data: Once you have collected your data, you need to analyze it. This involves reviewing your data, identifying patterns and themes, and developing codes to organize your data. You can use different software programs to help you analyze your data, or you can do it manually.
  • Interpret data: Once you have analyzed your data, you need to interpret it. This involves making sense of the patterns and themes you have identified, and developing insights and conclusions that answer your research question. You should be guided by your research question and use your data to support your conclusions.
  • Communicate results: Once you have interpreted your data, you need to communicate your results. This can be done through academic papers, presentations, or reports. You should be clear and concise in your communication, and use examples and quotes from your data to support your findings.

Examples of Qualitative Research

Here are some real-time examples of qualitative research:

  • Customer Feedback: A company may conduct qualitative research to understand the feedback and experiences of its customers. This may involve conducting focus groups or one-on-one interviews with customers to gather insights into their attitudes, behaviors, and preferences.
  • Healthcare : A healthcare provider may conduct qualitative research to explore patient experiences and perspectives on health and illness. This may involve conducting in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
  • Education : An educational institution may conduct qualitative research to understand student experiences and to develop effective teaching strategies. This may involve conducting classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
  • Social Work: A social worker may conduct qualitative research to explore social problems and to develop interventions to address them. This may involve conducting in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
  • Anthropology : An anthropologist may conduct qualitative research to understand different cultures and societies. This may involve conducting ethnographic studies and observing and interviewing members of different cultural groups to gain insights into their beliefs, practices, and social structures.
  • Psychology : A psychologist may conduct qualitative research to understand human behavior and mental processes. This may involve conducting in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
  • Public Policy: A government agency or non-profit organization may conduct qualitative research to explore public attitudes and to inform policy decisions. This may involve conducting focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

Purpose of Qualitative Research

The purpose of qualitative research is to explore and understand the subjective experiences, behaviors, and perspectives of individuals or groups in a particular context. Unlike quantitative research, which focuses on numerical data and statistical analysis, qualitative research aims to provide in-depth, descriptive information that can help researchers develop insights and theories about complex social phenomena.

Qualitative research can serve multiple purposes, including:

  • Exploring new or emerging phenomena : Qualitative research can be useful for exploring new or emerging phenomena, such as new technologies or social trends. This type of research can help researchers develop a deeper understanding of these phenomena and identify potential areas for further study.
  • Understanding complex social phenomena : Qualitative research can be useful for exploring complex social phenomena, such as cultural beliefs, social norms, or political processes. This type of research can help researchers develop a more nuanced understanding of these phenomena and identify factors that may influence them.
  • Generating new theories or hypotheses: Qualitative research can be useful for generating new theories or hypotheses about social phenomena. By gathering rich, detailed data about individuals’ experiences and perspectives, researchers can develop insights that may challenge existing theories or lead to new lines of inquiry.
  • Providing context for quantitative data: Qualitative research can be useful for providing context for quantitative data. By gathering qualitative data alongside quantitative data, researchers can develop a more complete understanding of complex social phenomena and identify potential explanations for quantitative findings.

When to use Qualitative Research

Here are some situations where qualitative research may be appropriate:

  • Exploring a new area: If little is known about a particular topic, qualitative research can help to identify key issues, generate hypotheses, and develop new theories.
  • Understanding complex phenomena: Qualitative research can be used to investigate complex social, cultural, or organizational phenomena that are difficult to measure quantitatively.
  • Investigating subjective experiences: Qualitative research is particularly useful for investigating the subjective experiences of individuals or groups, such as their attitudes, beliefs, values, or emotions.
  • Conducting formative research: Qualitative research can be used in the early stages of a research project to develop research questions, identify potential research participants, and refine research methods.
  • Evaluating interventions or programs: Qualitative research can be used to evaluate the effectiveness of interventions or programs by collecting data on participants’ experiences, attitudes, and behaviors.

Characteristics of Qualitative Research

Qualitative research is characterized by several key features, including:

  • Focus on subjective experience: Qualitative research is concerned with understanding the subjective experiences, beliefs, and perspectives of individuals or groups in a particular context. Researchers aim to explore the meanings that people attach to their experiences and to understand the social and cultural factors that shape these meanings.
  • Use of open-ended questions: Qualitative research relies on open-ended questions that allow participants to provide detailed, in-depth responses. Researchers seek to elicit rich, descriptive data that can provide insights into participants’ experiences and perspectives.
  • Sampling-based on purpose and diversity: Qualitative research often involves purposive sampling, in which participants are selected based on specific criteria related to the research question. Researchers may also seek to include participants with diverse experiences and perspectives to capture a range of viewpoints.
  • Data collection through multiple methods: Qualitative research typically involves the use of multiple data collection methods, such as in-depth interviews, focus groups, and observation. This allows researchers to gather rich, detailed data from multiple sources, which can provide a more complete picture of participants’ experiences and perspectives.
  • Inductive data analysis: Qualitative research relies on inductive data analysis, in which researchers develop theories and insights based on the data rather than testing pre-existing hypotheses. Researchers use coding and thematic analysis to identify patterns and themes in the data and to develop theories and explanations based on these patterns.
  • Emphasis on researcher reflexivity: Qualitative research recognizes the importance of the researcher’s role in shaping the research process and outcomes. Researchers are encouraged to reflect on their own biases and assumptions and to be transparent about their role in the research process.

Advantages of Qualitative Research

Qualitative research offers several advantages over other research methods, including:

  • Depth and detail: Qualitative research allows researchers to gather rich, detailed data that provides a deeper understanding of complex social phenomena. Through in-depth interviews, focus groups, and observation, researchers can gather detailed information about participants’ experiences and perspectives that may be missed by other research methods.
  • Flexibility : Qualitative research is a flexible approach that allows researchers to adapt their methods to the research question and context. Researchers can adjust their research methods in real-time to gather more information or explore unexpected findings.
  • Contextual understanding: Qualitative research is well-suited to exploring the social and cultural context in which individuals or groups are situated. Researchers can gather information about cultural norms, social structures, and historical events that may influence participants’ experiences and perspectives.
  • Participant perspective : Qualitative research prioritizes the perspective of participants, allowing researchers to explore subjective experiences and understand the meanings that participants attach to their experiences.
  • Theory development: Qualitative research can contribute to the development of new theories and insights about complex social phenomena. By gathering rich, detailed data and using inductive data analysis, researchers can develop new theories and explanations that may challenge existing understandings.
  • Validity : Qualitative research can offer high validity by using multiple data collection methods, purposive and diverse sampling, and researcher reflexivity. This can help ensure that findings are credible and trustworthy.

Limitations of Qualitative Research

Qualitative research also has some limitations, including:

  • Subjectivity : Qualitative research relies on the subjective interpretation of researchers, which can introduce bias into the research process. The researcher’s perspective, beliefs, and experiences can influence the way data is collected, analyzed, and interpreted.
  • Limited generalizability: Qualitative research typically involves small, purposive samples that may not be representative of larger populations. This limits the generalizability of findings to other contexts or populations.
  • Time-consuming: Qualitative research can be a time-consuming process, requiring significant resources for data collection, analysis, and interpretation.
  • Resource-intensive: Qualitative research may require more resources than other research methods, including specialized training for researchers, specialized software for data analysis, and transcription services.
  • Limited reliability: Qualitative research may be less reliable than quantitative research, as it relies on the subjective interpretation of researchers. This can make it difficult to replicate findings or compare results across different studies.
  • Ethics and confidentiality: Qualitative research involves collecting sensitive information from participants, which raises ethical concerns about confidentiality and informed consent. Researchers must take care to protect the privacy and confidentiality of participants and obtain informed consent.

Also see Research Methods

About the author

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Muhammad Hassan

Researcher, Academic Writer, Web developer

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Royal Society of Chemistry

Advances in superhydrophobic material research: from preparation to electrified railway protection

ORCID logo

First published on 16th April 2024

Freezing is a serious problem that affects the power, transport, and transmission industries and is a major concern for the national economy and safety. Currently, several engineering de-icing methods, such as thermal, mechanical, and chemical de-icing, have shown problems related to energy consumption, efficiency, and the environment. Superhydrophobic materials have high droplet contact and roll angles, which can reduce the droplet residence and ice adhesion on their surfaces and have unique advantages in the self-cleaning and anti-icing fields. This paper introduces the development of infiltration theory and superhydrophobic materials and their principles of anti-icing and de-icing. Herein, the preparation and coating methods of superhydrophobic materials in applications are summarised, the performance and lifetime issues of superhydrophobic materials in applications are clarified, and the research progress on superhydrophobic materials in different fields is reviewed. Prospects for the application of superhydrophobic materials in electrified railways are also presented. A feasibility study was conducted to solve some of the existing problems of electrified railways, providing a theoretical basis for the development of electrified railways.

1. Introduction

Currently, anti-icing and de-icing means for interface icing problems mainly include human de-icing, 58–60 chemical de-icing, 61–63 and thermal de-icing. 64–66 Manual de-icing consumes a large amount of manpower and is inefficient. It also damages ice-covered surfaces to a certain extent by knocking. Chemical de-icing uses chemicals to lower the melting point of the ice, which can cause the ice to melt quickly. However, the residual chemicals impact the environment. Salts can also corrode metal surfaces. Thermal de-icing is done by heating the ice-covered object, or by warming the ice. This is very energy-intensive, and the melting temperature of the ice-covered object is much higher than the working temperature and can cause thermal deterioration of the ice-covered object. In active anti-icing applications, the high contact angle and low rolling foot of superhydrophobic coatings can greatly reduce the amount of water collected on the surface. The microstructure and nanostructure also delay the icing time of surface droplets. The multifunctional protective properties of superhydrophobic coatings (anti-fouling, anti-fogging, anti-icing, anti-corrosion) are very promising for the protection of equipment in electrified railroads ( Scheme 1 ).

2. Wetting theory and de-icing principles

2.1. wetting theory.

The concept of superhydrophobicity was introduced by Reick in 1976 to describe the spherical shape of liquid droplets on the surface of a fumed silica particle coating. On such coatings, the surface adhesion of the droplets was negligibly low. Superhydrophobicity is conventionally defined as an interface with a CA greater than 150° and a roll angle of less than 10°. The superhydrophobic properties are achieved via two main factors: a micro–nano scale rough surface structure and low surface energy.

The threshold value is between 0 and −1, at which the Cassie state is likely to change to the Wenzel state.

In the Cassie state, there is more trapped air in the rough structure of the interface. When the Cassie state transitions to the Wenzel state, the water invades the rough structure, the solid–liquid contact area increases, the CA decreases, and the viscosity of the droplet at the interface increases significantly, resulting in the relaxation angle increasing instantaneously by a factor of 10 to 20. This indicates that when the rough structure is invaded. The gas phase in the rough structure condenses into the liquid phase, and the pressure presses the liquid phase into the rough structure. The superhydrophobic surface, therefore, loses its superhydrophobicity, and this state transition is irreversible. As such, we need to design the superhydrophobic surface so that θ * is as small as possible, which gives a larger range of variation in θ to keep the whole system in a stable Cassie state. Besides, θ * is related to the surface texture.

In 1997, Barthlott and Neinhuis revealed that the self-cleaning function of the lotus leaf was achieved by the micron-scale papillary projections on the surface (rough structure) and the waxy epidermis on the projections (low surface energy). Through this discovery, they proposed a single-scale microstructural model of the lotus leaf. 10 In 2002, Jiang found micron-scale papillary projections on the surface of the lotus leaf, and also found that nanoscale dendritic structures were growing on the micron-scale protruding surface of the lotus leaf; this dual-scale microstructure with the coexistence of the microscale and nanoscale was the main factor in achieving the lotus leaf effect. 11 The team discovered that nanoscale rough structures can achieve superhydrophobic properties by preparing a bionic surface from carbon nanotubes.

With the continuous improvement of the wetting theory, superhydrophobic materials are gradually being realized for engineering applications. The applications in different fields have brought to light the problem of the environmental erosion resistance of superhydrophobic materials. Currently, there are three ways to solve this problem: (1) self-healing surfaces, in a bionic way, which is complex and expensive; 12 (2) flexible surfaces can disperse the pressure on the surface through elastic deformation and restore the surface structure after the pressure is withdrawn; 13 (3) multilayer self-similar structures, where the newly created surface remains superhydrophobic after the outermost surface is damaged. 14 In addition to this, in 2020, Deng et al. equipped fragile surface structures with high-strength ceramic armor, making a landmark new development in the problem of wear and corrosion resistance of superhydrophobic materials. 15

2.2. De-icing principles

Using the above equations, it is easy to obtain the overcoming potential and the critical nucleation radius required for ice cover. The principles of anti-icing and de-icing on the surface of superhydrophobic materials are divided into the following three points: (1) prolonging the overcooling phase; (2) reducing the droplet surface residence time. (3) Reducing the surface water collection.

During the overcooling phase, the air trapped on the surface of the superhydrophobic material reduces the actual solid–liquid contact area, thus, significantly reducing the efficiency of heat transfer between the solid and liquid and ultimately, extending the duration of the overcooling phase. Studies have shown that a superhydrophobic surface can prolong the time for droplets to freeze on the surface if the roughness of the surface r ≦ r c . 18

Thus, the CA of a superhydrophobic material is positively related to the adhesion work of its surface droplets. C. Antonini accurately reconstructed the contact line shape and different CA distributions of droplets with the surface through multiple profile images of water droplets. The adhesion force of irregular droplets at the surface was accurately calculated with an error of 1%. It shows that the adhesion force is determined by the CA, contact line shape, length, and surface tension together. 19 Pierce et al. , Ha et al. , and Bertolucci et al. showed that the roll-off angle of a droplet at a surface is related to the roughness of the surface and the inhomogeneous distribution of the chemical composition. In addition to the interfacial contact force, an increase in the r -value increases the surface relaxation angle, leading to an increase in the roll-off foot. 20–22 This in turn forms a reciprocal constraint with the previous statement that increasing r values favour delayed icing of the surface. Therefore, it cannot consider only one-sided parameters in the design of anti-icing surfaces using superhydrophobicity.

3. Preparation methods

3.1. plasma treatment.

Christopher S. Yung found that changing the components of the plasma stream could change the wettability of the carbon nanotube surface by plasma treatment of vertically aligned carbon nanotubes. When the plasma stream was oxygen, the treated carbon nanotube walls embodied superhydrophilicity; after adding CF 4 to the plasma stream components, the contact angle of the carbon nanotube walls reached 159°. 25 In addition to high-pressure plasma treatment methods, atmospheric and low-pressure plasma treatments are also suitable for the preparation of superhydrophobic surfaces. E. Vazirinasab developed a simple, environmentally friendly, and industrially suitable method for the preparation of superhydrophobic surfaces based on an atmospheric pressure air plasma system. By this method, microstructured and nanostructured surface roughness was established on high-temperature vulcanized (HTV) silicone rubber surfaces, and the superhydrophobic surfaces obtained had static water contact angles >160° and contact angle hysteresis <3°. By comparing the work of others, it was found that superhydrophobic surfaces were more easily prepared when the reference voltage was 90–100% and the plasma jet speed was 4 m min −1 . 26 Gurusamy Shanmugavelayutham treated the textile with low-pressure plasma and the fabric surface possessed anti-ice covering properties. 27

The plasma treatment method is highly effective in the preparation of superhydrophobic surfaces. The process is simple and environmentally friendly, with precise control of the treated surface properties through process parameter adjustment. The treatment results do not affect the overall material properties. The disadvantage is that the lifetime of the treatment effect declines with time and cannot be effective in the long term.

3.2. Template

Usually, superhydrophobic surfaces can be achieved by precisely tuning the size of the stencil to achieve surface microstructure by the stencil method. Simonetta Rima used cellulose as a template to prepare silicon oxide fibers and adjusted the concentration of ethyl orthosilicate to control the fiber thickness. The fibers were deposited onto the surface of the particle substrate and surface modification was performed on the fibers, resulting in a surface with a static contact angle of approximately 159°. 28

Using the superhydrophobic surface itself to prepare custom surface stencils with differential wettability for use in microfluidics or chips is also an alternative approach. Lai used inkjet printing to print hydrophilic materials onto PDMS substrates for economical and fast microfluidic control of surfaces. 29 Sun converted the substrate and inkjet wettability to achieve similar functionality as well. Such stencils, prepared using surfaces with a customized distribution of wettability, have great potential for material design, device fabrication, and interface studies. 30

The template method for the preparation of superhydrophobic materials allows the material and structure of the template to be designed according to the properties and form of the material. For some materials that are difficult to form in one go, the template can be designed several times. However, the template method is limited to small areas in the laboratory and cannot be produced on a large scale. Besides, the template needs to be removed by physical or chemical processing after the material has been prepared.

3.3. Spin coating or spraying

Tan used a simple spin-coating method with methyl MQ silicone resin (Me-MQ) modified SiO 2 nanoparticles and silane coupling agents (KH-570). Eventually, a fluorine-free superhydrophobic coating with significant superhydrophobic properties with a maximum CA of 168.8° and a minimum sliding angle of 1.0° (ref. 31 ) was obtained.

Zhai changed the monolayer distribution of gold nanoparticles on the surface by spin-coating. The monolayer distribution of gold nanoparticles was transferred to a PDMS surface with a rough structure by vacuum hot pressing, resulting in a superhydrophobic surface. The transferred gold nanoparticles were found to have a higher contact angle on the surface. It was also found that the surface with gold nanoparticles could more easily keep the droplet in the karstic state as the droplet volume decreased. 32

Xin prepared organic–inorganic PVDF/PVDF–SiO 2 hybrid matrix membrane contactors by using a hydrophobic modification method. The suspension was introduced onto the PVDF substrate surface using spin coating. Partial etching of said PVDF particles was used to construct an adhesive PVDF–SiO 2 core–shell layer on the PVDF substrate, resulting in a more stable PVDF–SiO 2 coating. The complete porous PVDF–SiO 2 layer was formed by varying the etching morphology of the PVDF particles and the amount of doped PVDF and SiO 2 particles. The resulting PVDF/PVDF–SiO 2 film contactor had a more regular pore size distribution, excellent hydrophobic properties, and a water CA close to 158°. 33

Emel Yilgör compared the effects of both scratch-coating and spin-coating preparation methods on the surface roughness and hydrophobic properties of the coatings. It was found that the number of layers of spin coating had almost no effect on the coating and was a stable preparation method. 34

For the time being, the spin coating method can be adequate and uniform in the preparation of small-sized films, but it has not been possible to achieve large-area coating; this works only in the laboratory. The thickness of the coating is uniform, and it is difficult to control as the spin coating area increases.

Zhang used the spraying method to prepare edible superhydrophobic coatings for food packaging. They successfully prepared a superhydrophobic surface by heating and mixing coffee lignin and beeswax in a certain ratio and then spraying the mixture onto the substrate using a spraying machine. The coating exhibited high water resistance to a variety of liquids, with CAs all above 150°. 35

The spraying method can be applied to a large area under stable conditions. Regardless of the shape and size of the specimen, the spraying effect is highly dependent on the operator's technique.

3.4. Electrostatic spinning

Yu prepared an asymmetric medical dressing by electrospinning. The hydrophilic side can promote wound healing to the inside and the hydrophobic side has a waterproof function to the outside. 36

Jiang's film showed a microsphere and fiber stacking effect by controlling the humidity at a high level during the electrospinning process; it had excellent breathability while being super hydrophobic. 37 Cheng prepared superhydrophobic films with interwoven fiber microspheres by coaxially blending PVDF and PDMS with different concentrations by the asymmetric electrospinning method. Highly effective water–oil separation was achieved. 38

By coupling spinning technology with hot pressing technology, Juliana collected PLC on LDPE films by spinning. The SiO 2 nanoparticles were then collected by electrospinning on the PLC and finally, the multilayer films were integrated by hot pressing for one minute. Tightly packed superhydrophobic films were prepared. 39

Li's invention of centrifugal spinning technology also realized the electrostatic spinning of the preparation of the thin film effect. Compared with electrostatic spinning, centrifugal spinning technology is simple and inexpensive to operate and does not require the use of a high-voltage power supply, which is safer. 40

This method of electrostatic spinning has demanding requirements on parameters such as preparation temperature, humidity, solution viscosity, working voltage, and receiving distance. The coordination between the parameters is extremely important, making it more difficult to prepare. It is also faced with problems such as low mechanical strength and mass production.

3.5. Sol–gel

Maleki used the sol–gel method to prepare superhydrophobic/superoleophilic PMSQ–SF IPN hybrid aerogels with a graded structure and lightweight compressible mesopores, using 5-(trimethoxysilyl)pentanoic acid (TMSPA), silk protein (SF), and polymethylsilsesquioxane (PMSQ) as raw materials. 41

E. Vazirinasab incorporated nanosilicon oxide and micron aluminum trihydrate in high-temperature vulcanized silicone rubber, and a superhydrophobic silicone rubber was prepared; the superhydrophobic silicone rubber was both anti-icing and abrasion-resistant. 42

Wang used the surface energy difference between the fabricated binary-filled phases to achieve spontaneous wrapping agglomeration between the filled phases. The conventional PDMS/SiO 2 superhydrophobic coatings were modified using h-BN. The prepared superhydrophobic coatings showed improvement in stability, electrical properties, and hydrophobicity. 43

The sol–gel method has the advantages of low cost, simple operation, and mild experimental conditions in the preparation of superhydrophobic materials, however, the fabrication time is long. Most of the reactants used are organic compounds, which are non-environmentally friendly, and the prepared products are relatively easy to crack.

3.6. Hydrothermal

Yang synthesized a series of Bi 2 WO 6 /TiO 2 impurity junctions by the hydrothermal method. The crystalline phase and morphology were controlled by controlling the amount of modifier, reaction time ( Fig. 8 ), and reaction temperature ( Fig. 9 ). The heterojunctions obtained under suitable reaction conditions exhibited remarkable superhydrophobic properties. 44

Zhang grafted a large amount of –CH 3 and –CF 3 on the surface of an aluminum sheet by the hydrothermal method, which gave the sheet anti-corrosion and self-cleaning properties with a contact angle of 167.2°. 45

The advantages of the hydrothermal method for the preparation of nanomaterials have made it popular with researchers. However, the reaction environment of the hydrothermal method is under high temperature and pressure conditions. It is slightly less safe and also cannot be produced on a large industrial scale; besides, its energy consumption is relatively high.

3.7. Electrochemical

Nakayama used a simple electrochemical method, in which superhydrophobic CeO 2 was deposited on the surface of clean 304 stainless steel. Initially, after the deposition was completed, the coating appeared hydrophilic. After exposure to air, the coating trapped the C and H compounds in the air and exhibited superhydrophobic properties. The coating also had a certain self-healing effect. 46

By combining electrochemical with template methods, Chen prepared metal–organic framework (MOF) films with easy peel-and-transfer via electrochemical printing on superhydrophobic micro-pillar structure substrates ( Fig. 10a ). Optical images of the top surface ( Fig. 10b ) and cut surface ( Fig. 10c ) of the films show that the method enabled the self-assembly of ZIF spherical particles into MOF films. This has improved the productivity and the application of this type of film in various fields. 47

Although the electrochemical treatment is better, it consumes more energy. Among other things, electrodeposited nanocrystals have many excellent properties as compared to ordinary crystals, such as corrosion resistance, hardness, wear resistance, ductility, electrical resistance, electrochemical properties, and catalytic activity, which make it promising for a wide range of scientific, technological, and industrial applications.

3.8. Laser etching

Chen confined a 355 nm UV laser between a fluorinated ethylene propylene film and a polyimide film. Fluorine covalent laser-induced graphene with stable superhydrophobic properties was prepared. Its superhydrophobicity is, on the one hand, due to the low surface energy brought by the fluorine reference. More importantly, it is a laser-constructed microsurface structure. This can be seen in Fig. 11 . By varying the laser processing parameters, e.g. power, scanning speed, spacing, and defocusing distance, the modulation of film resistance and wettability can be realized. 48

Laser-induced graphene was used by Sujit Deshmukh by combining a bias DC of 2 V and different voltage polarities, and the droplet was made to undergo a mutation from the Wenzel state to the Cassie state on the film. The directional transport of droplets on the surface was achieved. 49

Laser etching has superior characteristics such as no contact, high flexibility, fast processing speed, no noise, small heat-affected zone, and very small spots that can be focused to the laser wavelength level, which can achieve good dimensional accuracy and processing quality. It is, however, more costly and less economical.

3.9. Chemical deposition

By comparing the superhydrophobic coatings produced by different preparation methods, Norbert J. Janowicz showed that the aerogel-assisted vapor deposition (AACVD) method (shown in Fig. 12 ) can reduce the mass fraction of the filled phase from 41 wt% to 9 wt%. 50

Tan prepared a highly crystalline “litchi” structure of low-density isotropic pyrolytic carbon by chemical vapor deposition. The coated surface was highly durable and superhydrophobic and had good biocompatibility ( Fig. 13 ). 51

The use of chemical deposition allows the production of functional coatings such as wear, corrosion, oxidation, and erosion resistance. However, the chemical vapor deposition process is difficult to control, and multiple materials react with each other and may generate new by-products.

At the same time, due to the high reaction temperature, it is very easy to cause the deformation of parts and organizational changes on the material surface. In practical application, the parameters must be controlled scientifically and reasonably. The thermodynamic study must be reinforced to ensure that the prepared material quality is reasonable and demonstrates excellent performance.

Different preparation methods can ultimately achieve a material surface with superhydrophobic properties. However, for the electrified railway method for the surface modification of equipment, three factors still need to be considered: economy, efficiency, and safety. For the diversity of electrical equipment in railroads, a single method is not destined to satisfy all the factors. Therefore, it is necessary to combine several methods to accomplish the efficient modification of the equipment surface.

4. Applications of superhydrophobic materials

4.1. the protection of electrical grids and electrified railroads.

Most of the power equipment used in power generation, transmission, and distribution are operated in the open air. They are exposed to wind, sand, rain, snow, and corrosion. In the whole power system and electrified railroad operation process, the corrosion of the metal structure will lead to the degradation of the support structure strength, the outer insulation surface of the dirt and liquid adhesion lead to the deterioration of the electrical strength, the contact network overlaying ice leads to the interruption of the bow network first-flow system, and other problems seriously affect the normal and safe operation of the electric power and electrified railroad system. The multifunctionality of superhydrophobic materials has great application prospects in the protection of electric power systems.

4.2. Anti-corrosion

The preparation of superhydrophobic coatings utilizing nanoparticle-modified polymers requires the modification of nanoparticles with low surface energy to improve the agglomeration of the particles and at the same time increase the contact angle of the coatings. Zhang improved the hydrophobicity, abrasion resistance, and corrosion resistance of the material by the incorporation of fluorinated SiC as a reference component in an epoxy resin. Experiments were conducted to compare the reference components from 1 wt% to 5 wt%. The best overall performance was found with 3 wt%. Compared with the EP coating, the water contact angle of the coating increased by 62.9%, the coefficient of friction decreased by 73.5%, and the corrosion current decreased by three orders of magnitude ( Fig. 14 ). 52

With the advocacy for environmentally friendly materials, fluorine-free materials are receiving more and more attention from the academic community. Li prepared a fluorine-free multifunctional superhydrophobic coating with a corrosion current density reduction of more than two orders of magnitude and a protection efficiency of up to 98.3%. In addition, it has excellent flame retardant and self-extinguishing properties, water–oil separation, etc. It can be applied to various environments and has a wide range of application prospects in the future. 53

4.3. Self-cleaning

Takashi has newly designed superhydrophobic surfaces with photocatalytic self-cleaning properties by applying co-deposition technology of photoactive TiO 2 and hydrophobic PTFE. The use of UV light and photoactive filler phases, including natural sunlight, opens the way for keeping superhydrophobic surfaces clean without complex systems, thus realizing energy-saving and maintenance-free self-cleaning superhydrophobic coatings. 54

Also utilizing the photocatalytic ability of TiO 2 , Wang constructed nano-TiO 2 and SiO 2 microsphere-encapsulated structures as filler phases, which were surface-modified and then sprayed on the surface of the substrate. The superhydrophobic self-cleaning coating with self-healing ability was prepared without using too many chemicals and step-by-step processes. This provides an idea for the large-scale application of this coating ( Fig. 15 ). 55

4.4. Anti-icing

Guo prepared anti-ice surfaces by designing robust micro- and nano-scale structures. With this design, the micro- and nano-surfaces produce a longer delay time, about 7200 seconds, to stop ice formation at subzero temperatures of −10 °C. This finding is important for the design of novel anti-icing surfaces and provides a structural reference for longer-duration anti-icing materials. 56

Li added titanium nitride nanoparticles as a solar-absorbing material to the double-scale structure. The solar energy absorption was up to 90% and the emissivity was only 6%. It can rise 72 °C in just one degree of solar radiation. The ice layer on the surface could be removed in 860 s at −15 °C. This adds active de-icing to the superhydrophobic coating on top of anti-icing ( Fig. 16 ). 57

With the development of various industries, problems in various fields have given rise to research and progress in functional media. The special wettability of superhydrophobic materials has led researchers to develop and optimize them while continuously discovering the value of superhydrophobic materials in various fields of application, such as self-cleaning, anti-fog, anti-oil, anti-corrosion, fluid drag reduction, and frictional power generation.

Electrified railways are the arteries of national economic development and their safe and stable operation is related to the steady advancement of national economic security. The long-term operation of electrified railways has revealed some long-standing problems: the accumulation of dirt on the outer insulation and lines; the threat of flashover of the outer insulation equipment caused by fog and ice coverage; the increased accumulation of dirt caused by oil pollution and the difficulty of removal; the bow network system is blocked by the flow due to the ice covering the contact network; the grounding end is subject to electrochemical corrosion; the further speed increase of the high-speed railway is limited by the surface resistance and other problems. The versatility of superhydrophobic materials makes them ideal candidates for solving these problems.

5. Conclusion & outlook

(1) Electrical, thermal, and mechanical properties of the material. The required roughness of superhydrophobic materials requires a high filling volume fraction. The shallow traps introduced lead to low flashover voltages along the surface; the poor thermal conductivity of the polymer itself causes thermal accumulation, accounting for 70% of electrical equipment failures; in engineering applications, substandard stability is also a common problem for superhydrophobic materials. A superhydrophobic material that is suitable for the surface of electrical equipment requires further modification of existing materials.

(2) Material preparation and coating methods. It should be determined which of the many methods of material preparation is the most cost-effective. Some surfaces in dielectrics are inherently hydrophobic, and whether such surfaces should be coated directly, indirectly, or by hot pressure (may destroy the perfect surface), sputtering, etc. needs further study.

(3) The economics and sustainability of the material. To achieve superhydrophobic properties, most materials are currently artificially fluorinated on the surface, which is not only harmful to the environment, causing the accumulation of fluorine in the environment and threatening biosafety, but also greatly increases the overall cost of the material. Finding a suitable surface modifier to achieve functionality, reduce cost, and at the same time achieve sustainability is an important development direction for the discipline of engineering materials.

Conflicts of interest

Acknowledgements.

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6 Common Leadership Styles — and How to Decide Which to Use When

  • Rebecca Knight

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Being a great leader means recognizing that different circumstances call for different approaches.

Research suggests that the most effective leaders adapt their style to different circumstances — be it a change in setting, a shift in organizational dynamics, or a turn in the business cycle. But what if you feel like you’re not equipped to take on a new and different leadership style — let alone more than one? In this article, the author outlines the six leadership styles Daniel Goleman first introduced in his 2000 HBR article, “Leadership That Gets Results,” and explains when to use each one. The good news is that personality is not destiny. Even if you’re naturally introverted or you tend to be driven by data and analysis rather than emotion, you can still learn how to adapt different leadership styles to organize, motivate, and direct your team.

Much has been written about common leadership styles and how to identify the right style for you, whether it’s transactional or transformational, bureaucratic or laissez-faire. But according to Daniel Goleman, a psychologist best known for his work on emotional intelligence, “Being a great leader means recognizing that different circumstances may call for different approaches.”

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  • RK Rebecca Knight is a journalist who writes about all things related to the changing nature of careers and the workplace. Her essays and reported stories have been featured in The Boston Globe, Business Insider, The New York Times, BBC, and The Christian Science Monitor. She was shortlisted as a Reuters Institute Fellow at Oxford University in 2023. Earlier in her career, she spent a decade as an editor and reporter at the Financial Times in New York, London, and Boston.

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  1. Research Methods

    Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design. When planning your methods, there are two key decisions you will make. First, decide how you will collect data. Your methods depend on what type of data you need to answer your research question:

  2. 15 Types of Research Methods (2024)

    Types of Research Methods. Research methods can be broadly categorized into two types: quantitative and qualitative. Quantitative methods involve systematic empirical investigation of observable phenomena via statistical, mathematical, or computational techniques, providing an in-depth understanding of a specific concept or phenomenon (Schweigert, 2021).

  3. Research Methods

    Quantitative research methods are used to collect and analyze numerical data. This type of research is useful when the objective is to test a hypothesis, determine cause-and-effect relationships, and measure the prevalence of certain phenomena. Quantitative research methods include surveys, experiments, and secondary data analysis.

  4. Research Methods--Quantitative, Qualitative, and More: Overview

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  5. Research Methods

    The research methods you use depend on the type of data you need to answer your research question. If you want to measure something or test a hypothesis, use quantitative methods. If you want to explore ideas, thoughts, and meanings, use qualitative methods.

  6. Research Methodology

    Research Methodology Types. Types of Research Methodology are as follows: Quantitative Research Methodology. This is a research methodology that involves the collection and analysis of numerical data using statistical methods. This type of research is often used to study cause-and-effect relationships and to make predictions.

  7. Exploring Types of Research Methods: A Comprehensive Guide

    Mixed Methods Research. Mixed methods research, an approach that synergizes the rigor of quantitative and qualitative research methods, capitalizes on the strengths of each to provide a comprehensive analysis. This integration, which can occur during data collection, analysis, or presentation of results, is a hallmark of mixed methods research ...

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  10. What Is Research Methodology? Definition + Examples

    As we mentioned, research methodology refers to the collection of practical decisions regarding what data you'll collect, from who, how you'll collect it and how you'll analyse it. Research design, on the other hand, is more about the overall strategy you'll adopt in your study. For example, whether you'll use an experimental design ...

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    Professionals use research methods while studying medicine, human behavior and other scholarly topics. There are two main categories of research methods: qualitative research methods and quantitative research methods. Quantitative research methods involve using numbers to measure data. Researchers can use statistical analysis to find ...

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    Most frequently used methods include: Observation / Participant Observation. Surveys. Interviews. Focus Groups. Experiments. Secondary Data Analysis / Archival Study. Mixed Methods (combination of some of the above) One particular method could be better suited to your research goal than others, because the data you collect from different ...

  13. What are research methods?

    Research methods are different from research methodologies because they are the ways in which you will collect the data for your research project. The best method for your project largely depends on your topic, the type of data you will need, and the people or items from which you will be collecting data.

  14. Research

    Research design: Research design refers to the overall plan and structure of the study, including the type of study (e.g., observational, experimental), the sampling strategy, and the data collection and analysis methods. Sampling strategy: Sampling strategy refers to the method used to select a representative sample of participants or units ...

  15. Research Methods In Psychology

    Research methods in psychology are systematic procedures used to observe, describe, predict, and explain behavior and mental processes. ... participants must share a common factor or characteristic such as age, demographic, or occupation. A cohort study is a type of longitudinal study in which researchers monitor and observe a chosen population ...

  16. Different Types of Research Methods

    The 3 Types of Applied Research are mainly. Evaluation Research - Research where prevailing data regarding the topic is interpreted to arrive at proper decisions. Research and Development - Where the focus is on setting up fresh products or services which focus on the target market requirements.

  17. What Is a Research Methodology?

    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. Note Keep in mind that mixed methods research doesn't just mean collecting both types of data. Rather, it ...

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    Research methods: A/B testing; Usability studies; Surveys; Logs analysis; 2. Choosing the right research type. As mentioned earlier, various research methods are available, and the choice may vary depending on project goals, schedule, and budget constraints. Here are some examples of the pros and cons of key research types.

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  20. Pew Research Center

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    5. Analyze and synthesize your findings. Review the information you gathered through your complementary market research sources. Pick out common themes and patterns and determine how they apply to your original objective. It's helpful to organize your findings and document the sources they came from.

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