research methodology types of research design

What is a Research Design? Definition, Types, Methods and Examples

By Nick Jain

Published on: September 8, 2023

Table of Contents

What is a Research Design?

10 types of research design, top 16 research design methods, research design examples.

A research design is defined as the overall plan or structure that guides the process of conducting research. It is a critical component of the research process and serves as a blueprint for how a study will be carried out, including the methods and techniques that will be used to collect and analyze data. A well-designed research study is essential for ensuring that the research objectives are met and that the results are valid and reliable.

Key elements of research design include:

• Research Objectives: Clearly define the goals and objectives of the research study. What is the research trying to achieve or investigate?
• Research Questions or Hypotheses: Formulating specific research questions or hypotheses that address the objectives of the study. These questions guide the research process.
• Data Collection Methods: Determining how data will be collected, whether through surveys, experiments, observations, interviews, archival research, or a combination of these methods.
• Sampling: Deciding on the target population and selecting a sample that represents that population. Sampling methods can vary, such as random sampling, stratified sampling, or convenience sampling.
• Data Collection Instruments: Developing or selecting the tools and instruments needed to collect data, such as questionnaires, surveys, or experimental equipment.
• Data Analysis: Defining the statistical or analytical techniques that will be used to analyze the collected data. This may involve qualitative or quantitative methods , depending on the research goals.
• Time Frame: Establishing a timeline for the research project, including when data will be collected, analyzed, and reported.
• Ethical Considerations: Addressing ethical issues, including obtaining informed consent from participants, ensuring the privacy and confidentiality of data, and adhering to ethical guidelines.
• Resources: Identifying the resources needed for the research , including funding, personnel, equipment, and access to data sources.
• Data Presentation and Reporting: Planning how the research findings will be presented and reported, whether through written reports, presentations, or other formats.

There are various research designs, such as experimental, observational, survey, case study, and longitudinal designs, each suited to different research questions and objectives. The choice of research design depends on the nature of the research and the goals of the study.

A well-constructed research design is crucial because it helps ensure the validity, reliability, and generalizability of research findings, allowing researchers to draw meaningful conclusions and contribute to the body of knowledge in their field.

Understanding the intricate tapestry of research design is pivotal for steering your investigations toward unparalleled success. Dive deep into the realm of methodologies, where precision meets impact, and craft tailored approaches to illuminate every research endeavor.

1. Experimental Research Design: Mastering Controlled Trials

Delve into the heart of experimentation with Randomized Controlled Trials (RCTs). By randomizing participants into experimental and control groups, RCTs meticulously assess the efficacy of interventions or treatments, establishing clear cause-and-effect relationships.

2. Quasi-Experimental Research Design: Bridging the Gap Ethically

When randomness isn’t feasible, embrace the pragmatic alternative of Non-equivalent Group Designs. These designs allow ethical comparison across multiple groups without random assignment, ensuring robust research conduct.

3. Observational Research Design: Capturing Real-world Dynamics

Capture snapshots of reality with Cross-Sectional Studies, unraveling intricate relationships and disparities between variables in a single moment. Embark on longitudinal journeys with Longitudinal Studies, tracking evolving trends and patterns over time.

4. Descriptive Research Design: Unveiling Insights Through Data

Plunge into the depths of data collection with Survey Research, extracting insights into attitudes, characteristics, and opinions. Engage in profound exploration through Case Studies, dissecting singular phenomena to unveil profound insights.

5. Correlational Research Design: Navigating Interrelationships

Traverse the realm of correlations with Correlational Studies, scrutinizing interrelationships between variables without inferring causality. Uncover insights into the dynamic web of connections shaping research landscapes.

6. Ex Post Facto Research Design: Retroactive Revelations

Explore existing conditions retrospectively with Retrospective Exploration, shedding light on potential causes where variable manipulation isn’t feasible. Uncover hidden insights through meticulous retrospective analysis.

7. Exploratory Research Design: Pioneering New Frontiers

Initiate your research odyssey with Pilot Studies, laying the groundwork for comprehensive investigations while refining research procedures. Blaze trails into uncharted territories and unearth groundbreaking discoveries.

8. Cohort Study: Chronicling Evolution

Embark on longitudinal expeditions with Cohort Studies, monitoring cohorts to elucidate the evolution of specific outcomes over time. Witness the unfolding narrative of change and transformation.

9. Action Research: Driving Practical Solutions

Collaboratively navigate challenges with Action Research, fostering improvements in educational or organizational settings. Drive meaningful change through actionable insights derived from collaborative endeavors.

10. Meta-Analysis: Synthesizing Knowledge

Combine perspectives gleaned from various studies through Meta-Analyses, providing a comprehensive panorama of research discoveries.

By honing in on the nuances of each research design and aligning your content with strategic SEO principles, you can ascend to the zenith of search engine rankings and establish your authority in the domain of research methodology.

Learn more: What is Research?

Research design methods refer to the systematic approaches and techniques used to plan, structure, and conduct a research study. The choice of research design method depends on the research questions, objectives, and the nature of the study. Here are some key research design methods commonly used in various fields:

1. Experimental Method

Controlled Experiments: In controlled experiments, researchers manipulate one or more independent variables and measure their effects on dependent variables while controlling for confounding factors.

2. Observational Method

Naturalistic Observation: Researchers observe and record behavior in its natural setting without intervening. This method is often used in psychology and anthropology.

Structured Observation: Observations are made using a predetermined set of criteria or a structured observation schedule.

3. Survey Method

Questionnaires: Researchers collect data by administering structured questionnaires to participants. This method is widely used for collecting quantitative research data.

Interviews: In interviews, researchers ask questions directly to participants, allowing for more in-depth responses. Interviews can take on structured, semi-structured, or unstructured formats.

4. Case Study Method

Single-Case Study: Focuses on a single individual or entity, providing an in-depth analysis of that case.

Multiple-Case Study: Involves the examination of multiple cases to identify patterns, commonalities, or differences.

5. Content Analysis

Researchers analyze textual, visual, or audio data to identify patterns, themes, and trends. This method is commonly used in media studies and social sciences.

6. Historical Research

Researchers examine historical documents, records, and artifacts to understand past events, trends, and contexts.

7. Action Research

Researchers work collaboratively with practitioners to address practical problems or implement interventions in real-world settings.

8. Ethnographic Research

Researchers immerse themselves in a particular cultural or social group to gain a deep understanding of their behaviors, beliefs, and practices.

9. Cross-sectional and Longitudinal Surveys

Cross-sectional surveys collect data from a sample of participants at a single point in time.

Longitudinal surveys collect data from the same participants over an extended period, allowing for the study of changes over time.

10. Meta-Analysis

Researchers conduct a quantitative synthesis of data from multiple studies to provide a comprehensive overview of research findings on a particular topic.

11. Mixed-Methods Research

Combines qualitative and quantitative research methods to provide a more holistic understanding of a research problem.

12. Grounded Theory

A qualitative research method that aims to develop theories or explanations grounded in the data collected during the research process.

13. Simulation and Modeling

Researchers use mathematical or computational models to simulate real-world phenomena and explore various scenarios.

14. Survey Experiments

Combines elements of surveys and experiments, allowing researchers to manipulate variables within a survey context.

15. Case-Control Studies and Cohort Studies

These epidemiological research methods are used to study the causes and risk factors associated with diseases and health outcomes.

16. Cross-Sequential Design

Combines elements of cross-sectional and longitudinal research to examine both age-related changes and cohort differences.

The selection of a specific research design method should align with the research objectives, the type of data needed, available resources, ethical considerations, and the overall research approach. Researchers often choose methods that best suit the nature of their study and research questions to ensure that they collect relevant and valid data.

Learn more: What is Research Objective?

Research designs can vary significantly depending on the research questions and objectives. Here are some examples of research designs across different disciplines:

• Experimental Design: A pharmaceutical company conducts a randomized controlled trial (RCT) to test the efficacy of a new drug. Participants are randomly assigned to two groups: one receiving the new drug and the other a placebo. The company measures the health outcomes of both groups over a specific period.
• Observational Design: An ecologist observes the behavior of a particular bird species in its natural habitat to understand its feeding patterns, mating rituals, and migration habits.
• Survey Design: A market research firm conducts a survey to gather data on consumer preferences for a new product. They distribute a questionnaire to a representative sample of the target population and analyze the responses.
• Case Study Design: A psychologist conducts a case study on an individual with a rare psychological disorder to gain insights into the causes, symptoms, and potential treatments of the condition.
• Content Analysis: Researchers analyze a large dataset of social media posts to identify trends in public opinion and sentiment during a political election campaign.
• Historical Research: A historian examines primary sources such as letters, diaries, and official documents to reconstruct the events and circumstances leading up to a significant historical event.
• Action Research: A school teacher collaborates with colleagues to implement a new teaching method in their classrooms and assess its impact on student learning outcomes through continuous reflection and adjustment.
• Ethnographic Research: An anthropologist lives with and observes an indigenous community for an extended period to understand their culture, social structures, and daily lives.
• Cross-Sectional Survey: A public health agency conducts a cross-sectional survey to assess the prevalence of smoking among different age groups in a specific region during a particular year.
• Longitudinal Study: A developmental psychologist follows a group of children from infancy through adolescence to study their cognitive, emotional, and social development over time.
• Meta-Analysis: Researchers aggregate and analyze the results of multiple studies on the effectiveness of a specific type of therapy to provide a comprehensive overview of its outcomes.
• Mixed-Methods Research: A sociologist combines surveys and in-depth interviews to study the impact of a community development program on residents’ quality of life.
• Grounded Theory: A sociologist conducts interviews with homeless individuals to develop a theory explaining the factors that contribute to homelessness and the strategies they use to cope.
• Simulation and Modeling: Climate scientists use computer models to simulate the effects of various greenhouse gas emission scenarios on global temperatures and sea levels.
• Case-Control Study: Epidemiologists investigate a disease outbreak by comparing a group of individuals who contracted the disease (cases) with a group of individuals who did not (controls) to identify potential risk factors.

These examples demonstrate the diversity of research designs used in different fields to address a wide range of research questions and objectives. Researchers select the most appropriate design based on the specific context and goals of their study.

Learn more: What is Competitive Research?

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Home » Research Methodology – Types, Examples and writing Guide

Research Methodology – Types, Examples and writing Guide

Table of Contents

Research Methodology

Definition:

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

Structure of Research Methodology

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

I. Introduction

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

II. Research Design

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

III. Data Collection Methods

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

IV. Data Analysis Methods

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

V. Ethical Considerations

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

VI. Limitations

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

VII. Conclusion

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

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

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

Qualitative Research Methodology

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

Mixed-Methods Research Methodology

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

Case Study Research Methodology

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

Action Research Methodology

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

Experimental Research Methodology

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

Survey Research Methodology

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

Grounded Theory Research Methodology

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

Research Methodology Example

An Example of Research Methodology could be the following:

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

Introduction:

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

Research Design:

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

Participants:

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

Intervention :

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

Data Collection:

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

Data Analysis:

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

Ethical Considerations:

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

Data Management:

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

Limitations:

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

Conclusion:

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

How to Write Research Methodology

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

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

When to Write Research Methodology

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

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

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

Applications of Research Methodology

Here are some of the applications of research methodology:

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

Purpose of Research Methodology

Research methodology serves several important purposes, including:

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

Advantages of Research Methodology

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

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

Research Methodology Vs Research Methods

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What Is Research Methodology? Types, Process, Examples In Research Design

Research methodology is the backbone of any successful study, providing a structured approach to collecting and analysing data. It encompasses a broad spectrum of methods, each with specific processes and applications, tailored to answer distinct research questions.

This article will explore various types of research methodologies, delve into their processes, and illustrate with examples how they are applied in real-world research.

Understanding these methodologies is essential for any researcher aiming to conduct thorough and impactful studies.

Types Of Research Methodology

Research methodology contains various strategies and approaches to conduct scientific research, each tailored to specific types of questions and data.

Think of research methodology as the master plan for your study. It guides you on why and how to gather and analyse data, ensuring your approach aligns perfectly with your research question.

This methodology includes deciding between qualitative research, which explores topics in depth through interviews or focus groups, or quantitative research, which quantifies data through surveys and statistical analysis.

There is even an option to mix both, and approach called the mixed method.

If you’re analysing the lived experiences of individuals in a specific setting, qualitative methodologies allow you to capture the nuances of human emotions and behaviours through detailed narratives.

Quantitative methodologies would enable you to measure and compare these experiences in a more structured, numerical format.

Choosing a robust methodology not only provides the rationale for the methods you choose but also highlights the research limitations and ethical considerations, keeping your study transparent and grounded.

It’s a thoughtful composition that gives research its direction and purpose, much like how an architect’s plan is essential before the actual construction begins.

Qualitative Research Methodology

Qualitative research dives deep into the social context of a topic. It collects words and textual data rather than numerical data.

Within the family, qualitative research methodologies can be broken down into several approaches: 

Ethnography: Deeply rooted in the traditions of anthropology, you immerse yourself in the community or social setting you’re studying when conducting an ethnography study.

Case Study Research:  Here, you explore the complexity of a single case in detail. This could be an institution, a group, or an individual. You might look into interviews, documents, and reports, to build a comprehensive picture of the subject.

Grounded Theory:  Here, you try to generate theories from the data itself rather than testing existing hypotheses. You might start with a research question but allow your theories to develop as you gather more data.

Narrative Research:  You explore the stories people tell about their lives and personal experiences in their own words. Through techniques like in-depth interviews or life story collections, you analyse the narrative to understand the individual’s experiences.

Discourse Analysis: You analyse written or spoken words to understand the social norms and power structures that underlie the language used. This method can reveal a lot about the social context and the dynamics of power in communication. 

These methods help to uncover patterns in how people think and interact. For example, in exploring consumer attitudes toward a new product, you would likely conduct focus groups or participant observations to gather qualitative data.

This method helps you understand the motivations and feelings behind consumer choices.

Quantitative Research Methodology

Quantitative research relies on numerical data to find patterns and test hypotheses. This methodology uses statistical analysis to quantify data and uncover relationships between variables.

There are several approaches in quantitative research:

Experimental Research:  This is the gold standard when you aim to determine causality. By manipulating one variable and controlling others, you observe changes in the dependent variables.

Survey Research: A popular approach, because of its efficiency in collecting data from a large sample of participants. By using standardised questions, you can gather data that are easy to analyse statistically. 

Correlational Research: This approach tries to identify relationships between two or more variables without establishing a causal link. The strength and direction of these relationships are quantified, albeit without confirming one variable causes another.

Longitudinal Studies: You track variables over time, providing a dynamic view of how situations evolve. This approach requires commitment and can be resource-intensive, but the depth of data they provide is unparalleled.

Cross-sectional Studies: Offers a snapshot of a population at a single point in time. They are quicker and cheaper than longitudinal studies. 

Mixed Research Methodology

Mixed methods research combines both approaches to benefit from the depth of qualitative data and the breadth of quantitative analysis.

You might start with qualitative interviews to develop hypotheses about health behaviours in a community. Then, you could conduct a large-scale survey to test these hypotheses quantitatively.

This approach is particularly useful when you want to explore a new area where previous data may not exist, giving you a comprehensive insight into both the empirical and social dimensions of a research problem.

Factors To Consider When Deciding On Research Methodology

When you dive into a research project, choosing the right methodology is akin to selecting the best tools for building a house.

It shapes how you approach the research question, gather data, and interpret the results. Here are a couple of crucial factors to keep in mind.

Research Question Compatibility

The type of research question you pose can heavily influence the methodology you choose. Qualitative methodologies are superb for exploratory research where you aim to understand concepts, perceptions, and experiences.

If you’re exploring how patients feel about a new healthcare policy, interviews and focus groups would be instrumental.

Quantitative methods are your go-to for questions that require measurable and statistical data, like assessing the prevalence of a medical condition across different regions.

Data Requirements

Consider what data is necessary to address your research question effectively. Qualitative data can provide depth and detail through:

• images, and

This makes qualitative method ideal for understanding complex social interactions or historical contexts. 

Quantitative data, however, offers the breadth and is often numerical, allowing for a broad analysis of patterns and correlations.

If your study aims to investigate both the breadth and depth, a mixed methods approach might be necessary, enabling you to draw on the strengths of both qualitative and quantitative data.

Resources and Constraints

While deciding on research methodology, you must evaluate the resources available, including:

• funding, and

Quantitative research often requires larger samples and hence, might be more costly and time-consuming.

Qualitative research, while generally less resource-intensive, demands substantial time for data collection and analysis, especially if you conduct lengthy interviews or detailed content analysis.

If resources are limited, adapting your methodology to fit these constraints without compromising the integrity of your research is crucial.

Skill Set and Expertise

Your familiarity and comfort level with various research methodologies will significantly affect your choice.

Conducting sophisticated statistical analyses requires a different skill set than carrying out in-depth qualitative interviews.

If your background is in social science, you might find qualitative methods more within your wheelhouse; whereas, a postgraduate student in epidemiology might be more adept at quantitative methods.

It’s also worth considering the availability of workshops, courses, or collaborators who could complement your skills.

Ethical and Practical Considerations

Different methodologies raise different ethical concerns.

In qualitative research, maintaining anonymity and dealing with sensitive information can be challenging, especially when using direct quotes or detailed descriptions from participants.

Quantitative research might involve considerations around participant consent for large surveys or experiments.

Practically, you need to think about the sampling design to ensure it is representative of the population studied. Non-probability sampling might be quicker and cheaper but can introduce bias, limiting the generalisability of your findings.

By meticulously considering these factors, you tailor your research design to not just answer the research questions effectively but also to reflect the realities of your operational environment.

This thoughtful approach helps ensure that your research is not only robust but also practical and ethical, standing up to both academic scrutiny and real-world application.

What Is Research Methodology? Answered

Research methodology is a crucial framework that guides the entire research process. It involves choosing between various qualitative and quantitative approaches, each tailored to specific research questions and objectives.

Your chosen methodology shapes how data is gathered, analysed, and interpreted, ultimately influencing the reliability and validity of your research findings.

Understanding these methodologies ensures that researchers can effectively write research proposal, address their study’s aims and contribute valuable insights to their field.

Dr Andrew Stapleton has a Masters and PhD in Chemistry from the UK and Australia. He has many years of research experience and has worked as a Postdoctoral Fellow and Associate at a number of Universities. Although having secured funding for his own research, he left academia to help others with his YouTube channel all about the inner workings of academia and how to make it work for you.

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• Scholarly vs. Popular Publications
• Qualitative Methods
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• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

Introduction

Before beginning your paper, you need to decide how you plan to design the study .

The research design refers to the overall strategy and analytical approach that you have chosen in order to integrate, in a coherent and logical way, the different components of the study, thus ensuring that the research problem will be thoroughly investigated. It constitutes the blueprint for the collection, measurement, and interpretation of information and data. Note that the research problem determines the type of design you choose, not the other way around!

De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Trochim, William M.K. Research Methods Knowledge Base. 2006.

General Structure and Writing Style

The function of a research design is to ensure that the evidence obtained enables you to effectively address the research problem logically and as unambiguously as possible . In social sciences research, obtaining information relevant to the research problem generally entails specifying the type of evidence needed to test the underlying assumptions of a theory, to evaluate a program, or to accurately describe and assess meaning related to an observable phenomenon.

With this in mind, a common mistake made by researchers is that they begin their investigations before they have thought critically about what information is required to address the research problem. Without attending to these design issues beforehand, the overall research problem will not be adequately addressed and any conclusions drawn will run the risk of being weak and unconvincing. As a consequence, the overall validity of the study will be undermined.

The length and complexity of describing the research design in your paper can vary considerably, but any well-developed description will achieve the following :

• Identify the research problem clearly and justify its selection, particularly in relation to any valid alternative designs that could have been used,
• Review and synthesize previously published literature associated with the research problem,
• Clearly and explicitly specify hypotheses [i.e., research questions] central to the problem,
• Effectively describe the information and/or data which will be necessary for an adequate testing of the hypotheses and explain how such information and/or data will be obtained, and
• Describe the methods of analysis to be applied to the data in determining whether or not the hypotheses are true or false.

The research design is usually incorporated into the introduction of your paper . You can obtain an overall sense of what to do by reviewing studies that have utilized the same research design [e.g., using a case study approach]. This can help you develop an outline to follow for your own paper.

NOTE: Use the SAGE Research Methods Online and Cases and the SAGE Research Methods Videos databases to search for scholarly resources on how to apply specific research designs and methods . The Research Methods Online database contains links to more than 175,000 pages of SAGE publisher's book, journal, and reference content on quantitative, qualitative, and mixed research methodologies. Also included is a collection of case studies of social research projects that can be used to help you better understand abstract or complex methodological concepts. The Research Methods Videos database contains hours of tutorials, interviews, video case studies, and mini-documentaries covering the entire research process.

Creswell, John W. and J. David Creswell. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 5th edition. Thousand Oaks, CA: Sage, 2018; De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Leedy, Paul D. and Jeanne Ellis Ormrod. Practical Research: Planning and Design . Tenth edition. Boston, MA: Pearson, 2013; Vogt, W. Paul, Dianna C. Gardner, and Lynne M. Haeffele. When to Use What Research Design . New York: Guilford, 2012.

Action Research Design

Definition and Purpose

The essentials of action research design follow a characteristic cycle whereby initially an exploratory stance is adopted, where an understanding of a problem is developed and plans are made for some form of interventionary strategy. Then the intervention is carried out [the "action" in action research] during which time, pertinent observations are collected in various forms. The new interventional strategies are carried out, and this cyclic process repeats, continuing until a sufficient understanding of [or a valid implementation solution for] the problem is achieved. The protocol is iterative or cyclical in nature and is intended to foster deeper understanding of a given situation, starting with conceptualizing and particularizing the problem and moving through several interventions and evaluations.

What do these studies tell you ?

• This is a collaborative and adaptive research design that lends itself to use in work or community situations.
• Design focuses on pragmatic and solution-driven research outcomes rather than testing theories.
• When practitioners use action research, it has the potential to increase the amount they learn consciously from their experience; the action research cycle can be regarded as a learning cycle.
• Action research studies often have direct and obvious relevance to improving practice and advocating for change.
• There are no hidden controls or preemption of direction by the researcher.

What these studies don't tell you ?

• It is harder to do than conducting conventional research because the researcher takes on responsibilities of advocating for change as well as for researching the topic.
• Action research is much harder to write up because it is less likely that you can use a standard format to report your findings effectively [i.e., data is often in the form of stories or observation].
• Personal over-involvement of the researcher may bias research results.
• The cyclic nature of action research to achieve its twin outcomes of action [e.g. change] and research [e.g. understanding] is time-consuming and complex to conduct.
• Advocating for change usually requires buy-in from study participants.

Coghlan, David and Mary Brydon-Miller. The Sage Encyclopedia of Action Research . Thousand Oaks, CA:  Sage, 2014; Efron, Sara Efrat and Ruth Ravid. Action Research in Education: A Practical Guide . New York: Guilford, 2013; Gall, Meredith. Educational Research: An Introduction . Chapter 18, Action Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Kemmis, Stephen and Robin McTaggart. “Participatory Action Research.” In Handbook of Qualitative Research . Norman Denzin and Yvonna S. Lincoln, eds. 2nd ed. (Thousand Oaks, CA: SAGE, 2000), pp. 567-605; McNiff, Jean. Writing and Doing Action Research . London: Sage, 2014; Reason, Peter and Hilary Bradbury. Handbook of Action Research: Participative Inquiry and Practice . Thousand Oaks, CA: SAGE, 2001.

Case Study Design

A case study is an in-depth study of a particular research problem rather than a sweeping statistical survey or comprehensive comparative inquiry. It is often used to narrow down a very broad field of research into one or a few easily researchable examples. The case study research design is also useful for testing whether a specific theory and model actually applies to phenomena in the real world. It is a useful design when not much is known about an issue or phenomenon.

• Approach excels at bringing us to an understanding of a complex issue through detailed contextual analysis of a limited number of events or conditions and their relationships.
• A researcher using a case study design can apply a variety of methodologies and rely on a variety of sources to investigate a research problem.
• Design can extend experience or add strength to what is already known through previous research.
• Social scientists, in particular, make wide use of this research design to examine contemporary real-life situations and provide the basis for the application of concepts and theories and the extension of methodologies.
• The design can provide detailed descriptions of specific and rare cases.
• A single or small number of cases offers little basis for establishing reliability or to generalize the findings to a wider population of people, places, or things.
• Intense exposure to the study of a case may bias a researcher's interpretation of the findings.
• Design does not facilitate assessment of cause and effect relationships.
• Vital information may be missing, making the case hard to interpret.
• The case may not be representative or typical of the larger problem being investigated.
• If the criteria for selecting a case is because it represents a very unusual or unique phenomenon or problem for study, then your interpretation of the findings can only apply to that particular case.

Case Studies. Writing@CSU. Colorado State University; Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 4, Flexible Methods: Case Study Design. 2nd ed. New York: Columbia University Press, 1999; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Greenhalgh, Trisha, editor. Case Study Evaluation: Past, Present and Future Challenges . Bingley, UK: Emerald Group Publishing, 2015; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Stake, Robert E. The Art of Case Study Research . Thousand Oaks, CA: SAGE, 1995; Yin, Robert K. Case Study Research: Design and Theory . Applied Social Research Methods Series, no. 5. 3rd ed. Thousand Oaks, CA: SAGE, 2003.

Causal Design

Causality studies may be thought of as understanding a phenomenon in terms of conditional statements in the form, “If X, then Y.” This type of research is used to measure what impact a specific change will have on existing norms and assumptions. Most social scientists seek causal explanations that reflect tests of hypotheses. Causal effect (nomothetic perspective) occurs when variation in one phenomenon, an independent variable, leads to or results, on average, in variation in another phenomenon, the dependent variable.

Conditions necessary for determining causality:

• Empirical association -- a valid conclusion is based on finding an association between the independent variable and the dependent variable.
• Appropriate time order -- to conclude that causation was involved, one must see that cases were exposed to variation in the independent variable before variation in the dependent variable.
• Nonspuriousness -- a relationship between two variables that is not due to variation in a third variable.
• Causality research designs assist researchers in understanding why the world works the way it does through the process of proving a causal link between variables and by the process of eliminating other possibilities.
• Replication is possible.
• There is greater confidence the study has internal validity due to the systematic subject selection and equity of groups being compared.
• Not all relationships are causal! The possibility always exists that, by sheer coincidence, two unrelated events appear to be related [e.g., Punxatawney Phil could accurately predict the duration of Winter for five consecutive years but, the fact remains, he's just a big, furry rodent].
• Conclusions about causal relationships are difficult to determine due to a variety of extraneous and confounding variables that exist in a social environment. This means causality can only be inferred, never proven.
• If two variables are correlated, the cause must come before the effect. However, even though two variables might be causally related, it can sometimes be difficult to determine which variable comes first and, therefore, to establish which variable is the actual cause and which is the  actual effect.

Beach, Derek and Rasmus Brun Pedersen. Causal Case Study Methods: Foundations and Guidelines for Comparing, Matching, and Tracing . Ann Arbor, MI: University of Michigan Press, 2016; Bachman, Ronet. The Practice of Research in Criminology and Criminal Justice . Chapter 5, Causation and Research Designs. 3rd ed. Thousand Oaks, CA: Pine Forge Press, 2007; Brewer, Ernest W. and Jennifer Kubn. “Causal-Comparative Design.” In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 125-132; Causal Research Design: Experimentation. Anonymous SlideShare Presentation; Gall, Meredith. Educational Research: An Introduction . Chapter 11, Nonexperimental Research: Correlational Designs. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Trochim, William M.K. Research Methods Knowledge Base. 2006.

Cohort Design

Often used in the medical sciences, but also found in the applied social sciences, a cohort study generally refers to a study conducted over a period of time involving members of a population which the subject or representative member comes from, and who are united by some commonality or similarity. Using a quantitative framework, a cohort study makes note of statistical occurrence within a specialized subgroup, united by same or similar characteristics that are relevant to the research problem being investigated, rather than studying statistical occurrence within the general population. Using a qualitative framework, cohort studies generally gather data using methods of observation. Cohorts can be either "open" or "closed."

• Open Cohort Studies [dynamic populations, such as the population of Los Angeles] involve a population that is defined just by the state of being a part of the study in question (and being monitored for the outcome). Date of entry and exit from the study is individually defined, therefore, the size of the study population is not constant. In open cohort studies, researchers can only calculate rate based data, such as, incidence rates and variants thereof.
• Closed Cohort Studies [static populations, such as patients entered into a clinical trial] involve participants who enter into the study at one defining point in time and where it is presumed that no new participants can enter the cohort. Given this, the number of study participants remains constant (or can only decrease).
• The use of cohorts is often mandatory because a randomized control study may be unethical. For example, you cannot deliberately expose people to asbestos, you can only study its effects on those who have already been exposed. Research that measures risk factors often relies upon cohort designs.
• Because cohort studies measure potential causes before the outcome has occurred, they can demonstrate that these “causes” preceded the outcome, thereby avoiding the debate as to which is the cause and which is the effect.
• Cohort analysis is highly flexible and can provide insight into effects over time and related to a variety of different types of changes [e.g., social, cultural, political, economic, etc.].
• Either original data or secondary data can be used in this design.
• In cases where a comparative analysis of two cohorts is made [e.g., studying the effects of one group exposed to asbestos and one that has not], a researcher cannot control for all other factors that might differ between the two groups. These factors are known as confounding variables.
• Cohort studies can end up taking a long time to complete if the researcher must wait for the conditions of interest to develop within the group. This also increases the chance that key variables change during the course of the study, potentially impacting the validity of the findings.
• Due to the lack of randominization in the cohort design, its external validity is lower than that of study designs where the researcher randomly assigns participants.

Healy P, Devane D. “Methodological Considerations in Cohort Study Designs.” Nurse Researcher 18 (2011): 32-36; Glenn, Norval D, editor. Cohort Analysis . 2nd edition. Thousand Oaks, CA: Sage, 2005; Levin, Kate Ann. Study Design IV: Cohort Studies. Evidence-Based Dentistry 7 (2003): 51–52; Payne, Geoff. “Cohort Study.” In The SAGE Dictionary of Social Research Methods . Victor Jupp, editor. (Thousand Oaks, CA: Sage, 2006), pp. 31-33; Study Design 101. Himmelfarb Health Sciences Library. George Washington University, November 2011; Cohort Study. Wikipedia.

Cross-Sectional Design

Cross-sectional research designs have three distinctive features: no time dimension; a reliance on existing differences rather than change following intervention; and, groups are selected based on existing differences rather than random allocation. The cross-sectional design can only measure differences between or from among a variety of people, subjects, or phenomena rather than a process of change. As such, researchers using this design can only employ a relatively passive approach to making causal inferences based on findings.

• Cross-sectional studies provide a clear 'snapshot' of the outcome and the characteristics associated with it, at a specific point in time.
• Unlike an experimental design, where there is an active intervention by the researcher to produce and measure change or to create differences, cross-sectional designs focus on studying and drawing inferences from existing differences between people, subjects, or phenomena.
• Entails collecting data at and concerning one point in time. While longitudinal studies involve taking multiple measures over an extended period of time, cross-sectional research is focused on finding relationships between variables at one moment in time.
• Groups identified for study are purposely selected based upon existing differences in the sample rather than seeking random sampling.
• Cross-section studies are capable of using data from a large number of subjects and, unlike observational studies, is not geographically bound.
• Can estimate prevalence of an outcome of interest because the sample is usually taken from the whole population.
• Because cross-sectional designs generally use survey techniques to gather data, they are relatively inexpensive and take up little time to conduct.
• Finding people, subjects, or phenomena to study that are very similar except in one specific variable can be difficult.
• Results are static and time bound and, therefore, give no indication of a sequence of events or reveal historical or temporal contexts.
• Studies cannot be utilized to establish cause and effect relationships.
• This design only provides a snapshot of analysis so there is always the possibility that a study could have differing results if another time-frame had been chosen.
• There is no follow up to the findings.

Bethlehem, Jelke. "7: Cross-sectional Research." In Research Methodology in the Social, Behavioural and Life Sciences . Herman J Adèr and Gideon J Mellenbergh, editors. (London, England: Sage, 1999), pp. 110-43; Bourque, Linda B. “Cross-Sectional Design.” In  The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman, and Tim Futing Liao. (Thousand Oaks, CA: 2004), pp. 230-231; Hall, John. “Cross-Sectional Survey Design.” In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 173-174; Helen Barratt, Maria Kirwan. Cross-Sectional Studies: Design Application, Strengths and Weaknesses of Cross-Sectional Studies. Healthknowledge, 2009. Cross-Sectional Study. Wikipedia.

Descriptive Design

Descriptive research designs help provide answers to the questions of who, what, when, where, and how associated with a particular research problem; a descriptive study cannot conclusively ascertain answers to why. Descriptive research is used to obtain information concerning the current status of the phenomena and to describe "what exists" with respect to variables or conditions in a situation.

• The subject is being observed in a completely natural and unchanged natural environment. True experiments, whilst giving analyzable data, often adversely influence the normal behavior of the subject [a.k.a., the Heisenberg effect whereby measurements of certain systems cannot be made without affecting the systems].
• Descriptive research is often used as a pre-cursor to more quantitative research designs with the general overview giving some valuable pointers as to what variables are worth testing quantitatively.
• If the limitations are understood, they can be a useful tool in developing a more focused study.
• Descriptive studies can yield rich data that lead to important recommendations in practice.
• Appoach collects a large amount of data for detailed analysis.
• The results from a descriptive research cannot be used to discover a definitive answer or to disprove a hypothesis.
• Because descriptive designs often utilize observational methods [as opposed to quantitative methods], the results cannot be replicated.
• The descriptive function of research is heavily dependent on instrumentation for measurement and observation.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 5, Flexible Methods: Descriptive Research. 2nd ed. New York: Columbia University Press, 1999; Given, Lisa M. "Descriptive Research." In Encyclopedia of Measurement and Statistics . Neil J. Salkind and Kristin Rasmussen, editors. (Thousand Oaks, CA: Sage, 2007), pp. 251-254; McNabb, Connie. Descriptive Research Methodologies. Powerpoint Presentation; Shuttleworth, Martyn. Descriptive Research Design, September 26, 2008; Erickson, G. Scott. "Descriptive Research Design." In New Methods of Market Research and Analysis . (Northampton, MA: Edward Elgar Publishing, 2017), pp. 51-77; Sahin, Sagufta, and Jayanta Mete. "A Brief Study on Descriptive Research: Its Nature and Application in Social Science." International Journal of Research and Analysis in Humanities 1 (2021): 11; K. Swatzell and P. Jennings. “Descriptive Research: The Nuts and Bolts.” Journal of the American Academy of Physician Assistants 20 (2007), pp. 55-56; Kane, E. Doing Your Own Research: Basic Descriptive Research in the Social Sciences and Humanities . London: Marion Boyars, 1985.

Experimental Design

A blueprint of the procedure that enables the researcher to maintain control over all factors that may affect the result of an experiment. In doing this, the researcher attempts to determine or predict what may occur. Experimental research is often used where there is time priority in a causal relationship (cause precedes effect), there is consistency in a causal relationship (a cause will always lead to the same effect), and the magnitude of the correlation is great. The classic experimental design specifies an experimental group and a control group. The independent variable is administered to the experimental group and not to the control group, and both groups are measured on the same dependent variable. Subsequent experimental designs have used more groups and more measurements over longer periods. True experiments must have control, randomization, and manipulation.

• Experimental research allows the researcher to control the situation. In so doing, it allows researchers to answer the question, “What causes something to occur?”
• Permits the researcher to identify cause and effect relationships between variables and to distinguish placebo effects from treatment effects.
• Experimental research designs support the ability to limit alternative explanations and to infer direct causal relationships in the study.
• Approach provides the highest level of evidence for single studies.
• The design is artificial, and results may not generalize well to the real world.
• The artificial settings of experiments may alter the behaviors or responses of participants.
• Experimental designs can be costly if special equipment or facilities are needed.
• Some research problems cannot be studied using an experiment because of ethical or technical reasons.
• Difficult to apply ethnographic and other qualitative methods to experimentally designed studies.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 7, Flexible Methods: Experimental Research. 2nd ed. New York: Columbia University Press, 1999; Chapter 2: Research Design, Experimental Designs. School of Psychology, University of New England, 2000; Chow, Siu L. "Experimental Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 448-453; "Experimental Design." In Social Research Methods . Nicholas Walliman, editor. (London, England: Sage, 2006), pp, 101-110; Experimental Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Kirk, Roger E. Experimental Design: Procedures for the Behavioral Sciences . 4th edition. Thousand Oaks, CA: Sage, 2013; Trochim, William M.K. Experimental Design. Research Methods Knowledge Base. 2006; Rasool, Shafqat. Experimental Research. Slideshare presentation.

Exploratory Design

An exploratory design is conducted about a research problem when there are few or no earlier studies to refer to or rely upon to predict an outcome . The focus is on gaining insights and familiarity for later investigation or undertaken when research problems are in a preliminary stage of investigation. Exploratory designs are often used to establish an understanding of how best to proceed in studying an issue or what methodology would effectively apply to gathering information about the issue.

The goals of exploratory research are intended to produce the following possible insights:

• Familiarity with basic details, settings, and concerns.
• Well grounded picture of the situation being developed.
• Generation of new ideas and assumptions.
• Development of tentative theories or hypotheses.
• Determination about whether a study is feasible in the future.
• Issues get refined for more systematic investigation and formulation of new research questions.
• Direction for future research and techniques get developed.
• Design is a useful approach for gaining background information on a particular topic.
• Exploratory research is flexible and can address research questions of all types (what, why, how).
• Provides an opportunity to define new terms and clarify existing concepts.
• Exploratory research is often used to generate formal hypotheses and develop more precise research problems.
• In the policy arena or applied to practice, exploratory studies help establish research priorities and where resources should be allocated.
• Exploratory research generally utilizes small sample sizes and, thus, findings are typically not generalizable to the population at large.
• The exploratory nature of the research inhibits an ability to make definitive conclusions about the findings. They provide insight but not definitive conclusions.
• The research process underpinning exploratory studies is flexible but often unstructured, leading to only tentative results that have limited value to decision-makers.
• Design lacks rigorous standards applied to methods of data gathering and analysis because one of the areas for exploration could be to determine what method or methodologies could best fit the research problem.

Cuthill, Michael. “Exploratory Research: Citizen Participation, Local Government, and Sustainable Development in Australia.” Sustainable Development 10 (2002): 79-89; Streb, Christoph K. "Exploratory Case Study." In Encyclopedia of Case Study Research . Albert J. Mills, Gabrielle Durepos and Eiden Wiebe, editors. (Thousand Oaks, CA: Sage, 2010), pp. 372-374; Taylor, P. J., G. Catalano, and D.R.F. Walker. “Exploratory Analysis of the World City Network.” Urban Studies 39 (December 2002): 2377-2394; Exploratory Research. Wikipedia.

Field Research Design

Sometimes referred to as ethnography or participant observation, designs around field research encompass a variety of interpretative procedures [e.g., observation and interviews] rooted in qualitative approaches to studying people individually or in groups while inhabiting their natural environment as opposed to using survey instruments or other forms of impersonal methods of data gathering. Information acquired from observational research takes the form of “ field notes ” that involves documenting what the researcher actually sees and hears while in the field. Findings do not consist of conclusive statements derived from numbers and statistics because field research involves analysis of words and observations of behavior. Conclusions, therefore, are developed from an interpretation of findings that reveal overriding themes, concepts, and ideas. More information can be found HERE .

• Field research is often necessary to fill gaps in understanding the research problem applied to local conditions or to specific groups of people that cannot be ascertained from existing data.
• The research helps contextualize already known information about a research problem, thereby facilitating ways to assess the origins, scope, and scale of a problem and to gage the causes, consequences, and means to resolve an issue based on deliberate interaction with people in their natural inhabited spaces.
• Enables the researcher to corroborate or confirm data by gathering additional information that supports or refutes findings reported in prior studies of the topic.
• Because the researcher in embedded in the field, they are better able to make observations or ask questions that reflect the specific cultural context of the setting being investigated.
• Observing the local reality offers the opportunity to gain new perspectives or obtain unique data that challenges existing theoretical propositions or long-standing assumptions found in the literature.

What these studies don't tell you

• A field research study requires extensive time and resources to carry out the multiple steps involved with preparing for the gathering of information, including for example, examining background information about the study site, obtaining permission to access the study site, and building trust and rapport with subjects.
• Requires a commitment to staying engaged in the field to ensure that you can adequately document events and behaviors as they unfold.
• The unpredictable nature of fieldwork means that researchers can never fully control the process of data gathering. They must maintain a flexible approach to studying the setting because events and circumstances can change quickly or unexpectedly.
• Findings can be difficult to interpret and verify without access to documents and other source materials that help to enhance the credibility of information obtained from the field  [i.e., the act of triangulating the data].
• Linking the research problem to the selection of study participants inhabiting their natural environment is critical. However, this specificity limits the ability to generalize findings to different situations or in other contexts or to infer courses of action applied to other settings or groups of people.
• The reporting of findings must take into account how the researcher themselves may have inadvertently affected respondents and their behaviors.

Historical Design

The purpose of a historical research design is to collect, verify, and synthesize evidence from the past to establish facts that defend or refute a hypothesis. It uses secondary sources and a variety of primary documentary evidence, such as, diaries, official records, reports, archives, and non-textual information [maps, pictures, audio and visual recordings]. The limitation is that the sources must be both authentic and valid.

• The historical research design is unobtrusive; the act of research does not affect the results of the study.
• The historical approach is well suited for trend analysis.
• Historical records can add important contextual background required to more fully understand and interpret a research problem.
• There is often no possibility of researcher-subject interaction that could affect the findings.
• Historical sources can be used over and over to study different research problems or to replicate a previous study.
• The ability to fulfill the aims of your research are directly related to the amount and quality of documentation available to understand the research problem.
• Since historical research relies on data from the past, there is no way to manipulate it to control for contemporary contexts.
• Interpreting historical sources can be very time consuming.
• The sources of historical materials must be archived consistently to ensure access. This may especially challenging for digital or online-only sources.
• Original authors bring their own perspectives and biases to the interpretation of past events and these biases are more difficult to ascertain in historical resources.
• Due to the lack of control over external variables, historical research is very weak with regard to the demands of internal validity.
• It is rare that the entirety of historical documentation needed to fully address a research problem is available for interpretation, therefore, gaps need to be acknowledged.

Howell, Martha C. and Walter Prevenier. From Reliable Sources: An Introduction to Historical Methods . Ithaca, NY: Cornell University Press, 2001; Lundy, Karen Saucier. "Historical Research." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor. (Thousand Oaks, CA: Sage, 2008), pp. 396-400; Marius, Richard. and Melvin E. Page. A Short Guide to Writing about History . 9th edition. Boston, MA: Pearson, 2015; Savitt, Ronald. “Historical Research in Marketing.” Journal of Marketing 44 (Autumn, 1980): 52-58;  Gall, Meredith. Educational Research: An Introduction . Chapter 16, Historical Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007.

Longitudinal Design

A longitudinal study follows the same sample over time and makes repeated observations. For example, with longitudinal surveys, the same group of people is interviewed at regular intervals, enabling researchers to track changes over time and to relate them to variables that might explain why the changes occur. Longitudinal research designs describe patterns of change and help establish the direction and magnitude of causal relationships. Measurements are taken on each variable over two or more distinct time periods. This allows the researcher to measure change in variables over time. It is a type of observational study sometimes referred to as a panel study.

• Longitudinal data facilitate the analysis of the duration of a particular phenomenon.
• Enables survey researchers to get close to the kinds of causal explanations usually attainable only with experiments.
• The design permits the measurement of differences or change in a variable from one period to another [i.e., the description of patterns of change over time].
• Longitudinal studies facilitate the prediction of future outcomes based upon earlier factors.
• The data collection method may change over time.
• Maintaining the integrity of the original sample can be difficult over an extended period of time.
• It can be difficult to show more than one variable at a time.
• This design often needs qualitative research data to explain fluctuations in the results.
• A longitudinal research design assumes present trends will continue unchanged.
• It can take a long period of time to gather results.
• There is a need to have a large sample size and accurate sampling to reach representativness.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 6, Flexible Methods: Relational and Longitudinal Research. 2nd ed. New York: Columbia University Press, 1999; Forgues, Bernard, and Isabelle Vandangeon-Derumez. "Longitudinal Analyses." In Doing Management Research . Raymond-Alain Thiétart and Samantha Wauchope, editors. (London, England: Sage, 2001), pp. 332-351; Kalaian, Sema A. and Rafa M. Kasim. "Longitudinal Studies." In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 440-441; Menard, Scott, editor. Longitudinal Research . Thousand Oaks, CA: Sage, 2002; Ployhart, Robert E. and Robert J. Vandenberg. "Longitudinal Research: The Theory, Design, and Analysis of Change.” Journal of Management 36 (January 2010): 94-120; Longitudinal Study. Wikipedia.

Meta-Analysis Design

Meta-analysis is an analytical methodology designed to systematically evaluate and summarize the results from a number of individual studies, thereby, increasing the overall sample size and the ability of the researcher to study effects of interest. The purpose is to not simply summarize existing knowledge, but to develop a new understanding of a research problem using synoptic reasoning. The main objectives of meta-analysis include analyzing differences in the results among studies and increasing the precision by which effects are estimated. A well-designed meta-analysis depends upon strict adherence to the criteria used for selecting studies and the availability of information in each study to properly analyze their findings. Lack of information can severely limit the type of analyzes and conclusions that can be reached. In addition, the more dissimilarity there is in the results among individual studies [heterogeneity], the more difficult it is to justify interpretations that govern a valid synopsis of results. A meta-analysis needs to fulfill the following requirements to ensure the validity of your findings:

• Clearly defined description of objectives, including precise definitions of the variables and outcomes that are being evaluated;
• A well-reasoned and well-documented justification for identification and selection of the studies;
• Assessment and explicit acknowledgment of any researcher bias in the identification and selection of those studies;
• Description and evaluation of the degree of heterogeneity among the sample size of studies reviewed; and,
• Justification of the techniques used to evaluate the studies.
• Can be an effective strategy for determining gaps in the literature.
• Provides a means of reviewing research published about a particular topic over an extended period of time and from a variety of sources.
• Is useful in clarifying what policy or programmatic actions can be justified on the basis of analyzing research results from multiple studies.
• Provides a method for overcoming small sample sizes in individual studies that previously may have had little relationship to each other.
• Can be used to generate new hypotheses or highlight research problems for future studies.
• Small violations in defining the criteria used for content analysis can lead to difficult to interpret and/or meaningless findings.
• A large sample size can yield reliable, but not necessarily valid, results.
• A lack of uniformity regarding, for example, the type of literature reviewed, how methods are applied, and how findings are measured within the sample of studies you are analyzing, can make the process of synthesis difficult to perform.
• Depending on the sample size, the process of reviewing and synthesizing multiple studies can be very time consuming.

Beck, Lewis W. "The Synoptic Method." The Journal of Philosophy 36 (1939): 337-345; Cooper, Harris, Larry V. Hedges, and Jeffrey C. Valentine, eds. The Handbook of Research Synthesis and Meta-Analysis . 2nd edition. New York: Russell Sage Foundation, 2009; Guzzo, Richard A., Susan E. Jackson and Raymond A. Katzell. “Meta-Analysis Analysis.” In Research in Organizational Behavior , Volume 9. (Greenwich, CT: JAI Press, 1987), pp 407-442; Lipsey, Mark W. and David B. Wilson. Practical Meta-Analysis . Thousand Oaks, CA: Sage Publications, 2001; Study Design 101. Meta-Analysis. The Himmelfarb Health Sciences Library, George Washington University; Timulak, Ladislav. “Qualitative Meta-Analysis.” In The SAGE Handbook of Qualitative Data Analysis . Uwe Flick, editor. (Los Angeles, CA: Sage, 2013), pp. 481-495; Walker, Esteban, Adrian V. Hernandez, and Micheal W. Kattan. "Meta-Analysis: It's Strengths and Limitations." Cleveland Clinic Journal of Medicine 75 (June 2008): 431-439.

Mixed-Method Design

• Narrative and non-textual information can add meaning to numeric data, while numeric data can add precision to narrative and non-textual information.
• Can utilize existing data while at the same time generating and testing a grounded theory approach to describe and explain the phenomenon under study.
• A broader, more complex research problem can be investigated because the researcher is not constrained by using only one method.
• The strengths of one method can be used to overcome the inherent weaknesses of another method.
• Can provide stronger, more robust evidence to support a conclusion or set of recommendations.
• May generate new knowledge new insights or uncover hidden insights, patterns, or relationships that a single methodological approach might not reveal.
• Produces more complete knowledge and understanding of the research problem that can be used to increase the generalizability of findings applied to theory or practice.
• A researcher must be proficient in understanding how to apply multiple methods to investigating a research problem as well as be proficient in optimizing how to design a study that coherently melds them together.
• Can increase the likelihood of conflicting results or ambiguous findings that inhibit drawing a valid conclusion or setting forth a recommended course of action [e.g., sample interview responses do not support existing statistical data].
• Because the research design can be very complex, reporting the findings requires a well-organized narrative, clear writing style, and precise word choice.
• Design invites collaboration among experts. However, merging different investigative approaches and writing styles requires more attention to the overall research process than studies conducted using only one methodological paradigm.
• Concurrent merging of quantitative and qualitative research requires greater attention to having adequate sample sizes, using comparable samples, and applying a consistent unit of analysis. For sequential designs where one phase of qualitative research builds on the quantitative phase or vice versa, decisions about what results from the first phase to use in the next phase, the choice of samples and estimating reasonable sample sizes for both phases, and the interpretation of results from both phases can be difficult.
• Due to multiple forms of data being collected and analyzed, this design requires extensive time and resources to carry out the multiple steps involved in data gathering and interpretation.

Burch, Patricia and Carolyn J. Heinrich. Mixed Methods for Policy Research and Program Evaluation . Thousand Oaks, CA: Sage, 2016; Creswell, John w. et al. Best Practices for Mixed Methods Research in the Health Sciences . Bethesda, MD: Office of Behavioral and Social Sciences Research, National Institutes of Health, 2010Creswell, John W. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 4th edition. Thousand Oaks, CA: Sage Publications, 2014; Domínguez, Silvia, editor. Mixed Methods Social Networks Research . Cambridge, UK: Cambridge University Press, 2014; Hesse-Biber, Sharlene Nagy. Mixed Methods Research: Merging Theory with Practice . New York: Guilford Press, 2010; Niglas, Katrin. “How the Novice Researcher Can Make Sense of Mixed Methods Designs.” International Journal of Multiple Research Approaches 3 (2009): 34-46; Onwuegbuzie, Anthony J. and Nancy L. Leech. “Linking Research Questions to Mixed Methods Data Analysis Procedures.” The Qualitative Report 11 (September 2006): 474-498; Tashakorri, Abbas and John W. Creswell. “The New Era of Mixed Methods.” Journal of Mixed Methods Research 1 (January 2007): 3-7; Zhanga, Wanqing. “Mixed Methods Application in Health Intervention Research: A Multiple Case Study.” International Journal of Multiple Research Approaches 8 (2014): 24-35 .

Observational Design

This type of research design draws a conclusion by comparing subjects against a control group, in cases where the researcher has no control over the experiment. There are two general types of observational designs. In direct observations, people know that you are watching them. Unobtrusive measures involve any method for studying behavior where individuals do not know they are being observed. An observational study allows a useful insight into a phenomenon and avoids the ethical and practical difficulties of setting up a large and cumbersome research project.

• Observational studies are usually flexible and do not necessarily need to be structured around a hypothesis about what you expect to observe [data is emergent rather than pre-existing].
• The researcher is able to collect in-depth information about a particular behavior.
• Can reveal interrelationships among multifaceted dimensions of group interactions.
• You can generalize your results to real life situations.
• Observational research is useful for discovering what variables may be important before applying other methods like experiments.
• Observation research designs account for the complexity of group behaviors.
• Reliability of data is low because seeing behaviors occur over and over again may be a time consuming task and are difficult to replicate.
• In observational research, findings may only reflect a unique sample population and, thus, cannot be generalized to other groups.
• There can be problems with bias as the researcher may only "see what they want to see."
• There is no possibility to determine "cause and effect" relationships since nothing is manipulated.
• Sources or subjects may not all be equally credible.
• Any group that is knowingly studied is altered to some degree by the presence of the researcher, therefore, potentially skewing any data collected.

Atkinson, Paul and Martyn Hammersley. “Ethnography and Participant Observation.” In Handbook of Qualitative Research . Norman K. Denzin and Yvonna S. Lincoln, eds. (Thousand Oaks, CA: Sage, 1994), pp. 248-261; Observational Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Patton Michael Quinn. Qualitiative Research and Evaluation Methods . Chapter 6, Fieldwork Strategies and Observational Methods. 3rd ed. Thousand Oaks, CA: Sage, 2002; Payne, Geoff and Judy Payne. "Observation." In Key Concepts in Social Research . The SAGE Key Concepts series. (London, England: Sage, 2004), pp. 158-162; Rosenbaum, Paul R. Design of Observational Studies . New York: Springer, 2010;Williams, J. Patrick. "Nonparticipant Observation." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor.(Thousand Oaks, CA: Sage, 2008), pp. 562-563.

Philosophical Design

Understood more as an broad approach to examining a research problem than a methodological design, philosophical analysis and argumentation is intended to challenge deeply embedded, often intractable, assumptions underpinning an area of study. This approach uses the tools of argumentation derived from philosophical traditions, concepts, models, and theories to critically explore and challenge, for example, the relevance of logic and evidence in academic debates, to analyze arguments about fundamental issues, or to discuss the root of existing discourse about a research problem. These overarching tools of analysis can be framed in three ways:

• Ontology -- the study that describes the nature of reality; for example, what is real and what is not, what is fundamental and what is derivative?
• Epistemology -- the study that explores the nature of knowledge; for example, by what means does knowledge and understanding depend upon and how can we be certain of what we know?
• Axiology -- the study of values; for example, what values does an individual or group hold and why? How are values related to interest, desire, will, experience, and means-to-end? And, what is the difference between a matter of fact and a matter of value?
• Can provide a basis for applying ethical decision-making to practice.
• Functions as a means of gaining greater self-understanding and self-knowledge about the purposes of research.
• Brings clarity to general guiding practices and principles of an individual or group.
• Philosophy informs methodology.
• Refine concepts and theories that are invoked in relatively unreflective modes of thought and discourse.
• Beyond methodology, philosophy also informs critical thinking about epistemology and the structure of reality (metaphysics).
• Offers clarity and definition to the practical and theoretical uses of terms, concepts, and ideas.
• Limited application to specific research problems [answering the "So What?" question in social science research].
• Analysis can be abstract, argumentative, and limited in its practical application to real-life issues.
• While a philosophical analysis may render problematic that which was once simple or taken-for-granted, the writing can be dense and subject to unnecessary jargon, overstatement, and/or excessive quotation and documentation.
• There are limitations in the use of metaphor as a vehicle of philosophical analysis.
• There can be analytical difficulties in moving from philosophy to advocacy and between abstract thought and application to the phenomenal world.

Burton, Dawn. "Part I, Philosophy of the Social Sciences." In Research Training for Social Scientists . (London, England: Sage, 2000), pp. 1-5; Chapter 4, Research Methodology and Design. Unisa Institutional Repository (UnisaIR), University of South Africa; Jarvie, Ian C., and Jesús Zamora-Bonilla, editors. The SAGE Handbook of the Philosophy of Social Sciences . London: Sage, 2011; Labaree, Robert V. and Ross Scimeca. “The Philosophical Problem of Truth in Librarianship.” The Library Quarterly 78 (January 2008): 43-70; Maykut, Pamela S. Beginning Qualitative Research: A Philosophic and Practical Guide . Washington, DC: Falmer Press, 1994; McLaughlin, Hugh. "The Philosophy of Social Research." In Understanding Social Work Research . 2nd edition. (London: SAGE Publications Ltd., 2012), pp. 24-47; Stanford Encyclopedia of Philosophy . Metaphysics Research Lab, CSLI, Stanford University, 2013.

Sequential Design

• The researcher has a limitless option when it comes to sample size and the sampling schedule.
• Due to the repetitive nature of this research design, minor changes and adjustments can be done during the initial parts of the study to correct and hone the research method.
• This is a useful design for exploratory studies.
• There is very little effort on the part of the researcher when performing this technique. It is generally not expensive, time consuming, or workforce intensive.
• Because the study is conducted serially, the results of one sample are known before the next sample is taken and analyzed. This provides opportunities for continuous improvement of sampling and methods of analysis.
• The sampling method is not representative of the entire population. The only possibility of approaching representativeness is when the researcher chooses to use a very large sample size significant enough to represent a significant portion of the entire population. In this case, moving on to study a second or more specific sample can be difficult.
• The design cannot be used to create conclusions and interpretations that pertain to an entire population because the sampling technique is not randomized. Generalizability from findings is, therefore, limited.
• Difficult to account for and interpret variation from one sample to another over time, particularly when using qualitative methods of data collection.

Betensky, Rebecca. Harvard University, Course Lecture Note slides; Bovaird, James A. and Kevin A. Kupzyk. "Sequential Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 1347-1352; Cresswell, John W. Et al. “Advanced Mixed-Methods Research Designs.” In Handbook of Mixed Methods in Social and Behavioral Research . Abbas Tashakkori and Charles Teddle, eds. (Thousand Oaks, CA: Sage, 2003), pp. 209-240; Henry, Gary T. "Sequential Sampling." In The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman and Tim Futing Liao, editors. (Thousand Oaks, CA: Sage, 2004), pp. 1027-1028; Nataliya V. Ivankova. “Using Mixed-Methods Sequential Explanatory Design: From Theory to Practice.” Field Methods 18 (February 2006): 3-20; Bovaird, James A. and Kevin A. Kupzyk. “Sequential Design.” In Encyclopedia of Research Design . Neil J. Salkind, ed. Thousand Oaks, CA: Sage, 2010; Sequential Analysis. Wikipedia.

Systematic Review

• A systematic review synthesizes the findings of multiple studies related to each other by incorporating strategies of analysis and interpretation intended to reduce biases and random errors.
• The application of critical exploration, evaluation, and synthesis methods separates insignificant, unsound, or redundant research from the most salient and relevant studies worthy of reflection.
• They can be use to identify, justify, and refine hypotheses, recognize and avoid hidden problems in prior studies, and explain data inconsistencies and conflicts in data.
• Systematic reviews can be used to help policy makers formulate evidence-based guidelines and regulations.
• The use of strict, explicit, and pre-determined methods of synthesis, when applied appropriately, provide reliable estimates about the effects of interventions, evaluations, and effects related to the overarching research problem investigated by each study under review.
• Systematic reviews illuminate where knowledge or thorough understanding of a research problem is lacking and, therefore, can then be used to guide future research.
• The accepted inclusion of unpublished studies [i.e., grey literature] ensures the broadest possible way to analyze and interpret research on a topic.
• Results of the synthesis can be generalized and the findings extrapolated into the general population with more validity than most other types of studies .
• Systematic reviews do not create new knowledge per se; they are a method for synthesizing existing studies about a research problem in order to gain new insights and determine gaps in the literature.
• The way researchers have carried out their investigations [e.g., the period of time covered, number of participants, sources of data analyzed, etc.] can make it difficult to effectively synthesize studies.
• The inclusion of unpublished studies can introduce bias into the review because they may not have undergone a rigorous peer-review process prior to publication. Examples may include conference presentations or proceedings, publications from government agencies, white papers, working papers, and internal documents from organizations, and doctoral dissertations and Master's theses.

Denyer, David and David Tranfield. "Producing a Systematic Review." In The Sage Handbook of Organizational Research Methods .  David A. Buchanan and Alan Bryman, editors. ( Thousand Oaks, CA: Sage Publications, 2009), pp. 671-689; Foster, Margaret J. and Sarah T. Jewell, editors. Assembling the Pieces of a Systematic Review: A Guide for Librarians . Lanham, MD: Rowman and Littlefield, 2017; Gough, David, Sandy Oliver, James Thomas, editors. Introduction to Systematic Reviews . 2nd edition. Los Angeles, CA: Sage Publications, 2017; Gopalakrishnan, S. and P. Ganeshkumar. “Systematic Reviews and Meta-analysis: Understanding the Best Evidence in Primary Healthcare.” Journal of Family Medicine and Primary Care 2 (2013): 9-14; Gough, David, James Thomas, and Sandy Oliver. "Clarifying Differences between Review Designs and Methods." Systematic Reviews 1 (2012): 1-9; Khan, Khalid S., Regina Kunz, Jos Kleijnen, and Gerd Antes. “Five Steps to Conducting a Systematic Review.” Journal of the Royal Society of Medicine 96 (2003): 118-121; Mulrow, C. D. “Systematic Reviews: Rationale for Systematic Reviews.” BMJ 309:597 (September 1994); O'Dwyer, Linda C., and Q. Eileen Wafford. "Addressing Challenges with Systematic Review Teams through Effective Communication: A Case Report." Journal of the Medical Library Association 109 (October 2021): 643-647; Okoli, Chitu, and Kira Schabram. "A Guide to Conducting a Systematic Literature Review of Information Systems Research."  Sprouts: Working Papers on Information Systems 10 (2010); Siddaway, Andy P., Alex M. Wood, and Larry V. Hedges. "How to Do a Systematic Review: A Best Practice Guide for Conducting and Reporting Narrative Reviews, Meta-analyses, and Meta-syntheses." Annual Review of Psychology 70 (2019): 747-770; Torgerson, Carole J. “Publication Bias: The Achilles’ Heel of Systematic Reviews?” British Journal of Educational Studies 54 (March 2006): 89-102; Torgerson, Carole. Systematic Reviews . New York: Continuum, 2003.

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Types of Research Designs Compared | Examples

Published on 5 May 2022 by Shona McCombes . Revised on 10 October 2022.

When you start planning a research project, developing research questions and creating a  research design , you will have to make various decisions about the type of research you want to do.

There are many ways to categorise different types of research. The words you use to describe your research depend on your discipline and field. In general, though, the form your research design takes will be shaped by:

• The type of knowledge you aim to produce
• The type of data you will collect and analyse
• The sampling methods , timescale, and location of the research

This article takes a look at some common distinctions made between different types of research and outlines the key differences between them.

Table of contents

Types of research aims, types of research data, types of sampling, timescale, and location.

The first thing to consider is what kind of knowledge your research aims to contribute.

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The next thing to consider is what type of data you will collect. Each kind of data is associated with a range of specific research methods and procedures.

Finally, you have to consider three closely related questions: How will you select the subjects or participants of the research? When and how often will you collect data from your subjects? And where will the research take place?

Choosing among all these different research types is part of the process of creating your research design , which determines exactly how the research will be conducted. But the type of research is only the first step: next, you have to make more concrete decisions about your research methods and the details of the study.

Read more about creating a research design

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Methodology

Research Methods | Definitions, Types, Examples

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 :

• 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 has 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 analyze 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 analyzing data, examples of data analysis methods, other interesting articles, frequently asked questions about research methods.

Data is 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 research

Primary research is any original data that you collect yourself for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary research is data 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 synthesize existing knowledge, analyze 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 it for analysis.

Data can often be analyzed both quantitatively and qualitatively. For example, survey responses could be analyzed 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 was collected:

• From open-ended surveys and interviews , literature reviews , case studies , ethnographies , 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 and be careful to avoid research bias .

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 was collected either:

• During an experiment .
• Using probability sampling methods .

Because the data is collected and analyzed in a statistically valid way, the results of quantitative analysis can be easily standardized and shared among researchers.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Chi square test of independence
• Statistical power
• Descriptive statistics
• Degrees of freedom
• Pearson correlation
• Null hypothesis
• Double-blind study
• Case-control study
• Research ethics
• Data collection
• Hypothesis testing
• Structured interviews

Research bias

• Hawthorne effect
• Unconscious bias
• Recall bias
• Halo effect
• Self-serving bias
• Information bias

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

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

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.

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

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 analyze a large amount of readily-available data, use secondary data. If you want data specific to your purposes with control over how it is 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 analyze data (for example, experiments, surveys , and statistical tests ).

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

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

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What Is Research Methodology?

I f 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

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 .

Need a helping hand?

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.  

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

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 .

Learn More About Methodology

Triangulation: The Ultimate Credibility Enhancer

Triangulation is one of the best ways to enhance the credibility of your research. Learn about the different options here.

Research Limitations 101: What You Need To Know

Learn everything you need to know about research limitations (AKA limitations of the study). Includes practical examples from real studies.

In Vivo Coding 101: Full Explainer With Examples

Learn about in vivo coding, a popular qualitative coding technique ideal for studies where the nuances of language are central to the aims.

Process Coding 101: Full Explainer With Examples

Learn about process coding, a popular qualitative coding technique ideal for studies exploring processes, actions and changes over time.

Qualitative Coding 101: Inductive, Deductive & Hybrid Coding

Inductive, Deductive & Abductive Coding Qualitative Coding Approaches Explained...

📄 FREE TEMPLATES

Research Topic Ideation

Proposal Writing

Literature Review

Methodology & Analysis

Academic Writing

Referencing & Citing

Apps, Tools & Tricks

The Grad Coach Podcast

199 Comments

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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.

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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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What Is a Research Design? | Definition, Types & Guide

Introduction

Parts of a research design, types of research methodology in qualitative research, narrative research designs, phenomenological research designs, grounded theory research designs.

• Ethnographic research designs

Case study research design

Important reminders when designing a research study.

A research design in qualitative research is a critical framework that guides the methodological approach to studying complex social phenomena. Qualitative research designs determine how data is collected, analyzed, and interpreted, ensuring that the research captures participants' nuanced and subjective perspectives. Research designs also recognize ethical considerations and involve informed consent, ensuring confidentiality, and handling sensitive topics with the utmost respect and care. These considerations are crucial in qualitative research and other contexts where participants may share personal or sensitive information. A research design should convey coherence as it is essential for producing high-quality qualitative research, often following a recursive and evolving process.

Theoretical concepts and research question

The first step in creating a research design is identifying the main theoretical concepts. To identify these concepts, a researcher should ask which theoretical keywords are implicit in the investigation. The next step is to develop a research question using these theoretical concepts. This can be done by identifying the relationship of interest among the concepts that catch the focus of the investigation. The question should address aspects of the topic that need more knowledge, shed light on new information, and specify which aspects should be prioritized before others. This step is essential in identifying which participants to include or which data collection methods to use. Research questions also put into practice the conceptual framework and make the initial theoretical concepts more explicit. Once the research question has been established, the main objectives of the research can be specified. For example, these objectives may involve identifying shared experiences around a phenomenon or evaluating perceptions of a new treatment.

Methodology

After identifying the theoretical concepts, research question, and objectives, the next step is to determine the methodology that will be implemented. This is the lifeline of a research design and should be coherent with the objectives and questions of the study. The methodology will determine how data is collected, analyzed, and presented. Popular qualitative research methodologies include case studies, ethnography , grounded theory , phenomenology, and narrative research . Each methodology is tailored to specific research questions and facilitates the collection of rich, detailed data. For example, a narrative approach may focus on only one individual and their story, while phenomenology seeks to understand participants' lived common experiences. Qualitative research designs differ significantly from quantitative research, which often involves experimental research, correlational designs, or variance analysis to test hypotheses about relationships between two variables, a dependent variable and an independent variable while controlling for confounding variables.

Literature review

After the methodology is identified, conducting a thorough literature review is integral to the research design. This review identifies gaps in knowledge, positioning the new study within the larger academic dialogue and underlining its contribution and relevance. Meta-analysis, a form of secondary research, can be particularly useful in synthesizing findings from multiple studies to provide a clear picture of the research landscape.

Data collection

The sampling method in qualitative research is designed to delve deeply into specific phenomena rather than to generalize findings across a broader population. The data collection methods—whether interviews, focus groups, observations, or document analysis—should align with the chosen methodology, ethical considerations, and other factors such as sample size. In some cases, repeated measures may be collected to observe changes over time.

Data analysis

Analysis in qualitative research typically involves methods such as coding and thematic analysis to distill patterns from the collected data. This process delineates how the research results will be systematically derived from the data. It is recommended that the researcher ensures that the final interpretations are coherent with the observations and analyses, making clear connections between the data and the conclusions drawn. Reporting should be narrative-rich, offering a comprehensive view of the context and findings.

Overall, a coherent qualitative research design that incorporates these elements facilitates a study that not only adds theoretical and practical value to the field but also adheres to high quality. This methodological thoroughness is essential for achieving significant, insightful findings. Examples of well-executed research designs can be valuable references for other researchers conducting qualitative or quantitative investigations. An effective research design is critical for producing robust and impactful research outcomes.

Each qualitative research design is unique, diverse, and meticulously tailored to answer specific research questions, meet distinct objectives, and explore the unique nature of the phenomenon under investigation. The methodology is the wider framework that a research design follows. Each methodology in a research design consists of methods, tools, or techniques that compile data and analyze it following a specific approach.

The methods enable researchers to collect data effectively across individuals, different groups, or observations, ensuring they are aligned with the research design. The following list includes the most commonly used methodologies employed in qualitative research designs, highlighting how they serve different purposes and utilize distinct methods to gather and analyze data.

The narrative approach in research focuses on the collection and detailed examination of life stories, personal experiences, or narratives to gain insights into individuals' lives as told from their perspectives. It involves constructing a cohesive story out of the diverse experiences shared by participants, often using chronological accounts. It seeks to understand human experience and social phenomena through the form and content of the stories. These can include spontaneous narrations such as memoirs or diaries from participants or diaries solicited by the researcher. Narration helps construct the identity of an individual or a group and can rationalize, persuade, argue, entertain, confront, or make sense of an event or tragedy. To conduct a narrative investigation, it is recommended that researchers follow these steps:

Identify if the research question fits the narrative approach. Its methods are best employed when a researcher wants to learn about the lifestyle and life experience of a single participant or a small number of individuals.

Select the best-suited participants for the research design and spend time compiling their stories using different methods such as observations, diaries, interviewing their family members, or compiling related secondary sources.

Compile the information related to the stories. Narrative researchers collect data based on participants' stories concerning their personal experiences, for example about their workplace or homes, their racial or ethnic culture, and the historical context in which the stories occur.

Analyze the participant stories and "restore" them within a coherent framework. This involves collecting the stories, analyzing them based on key elements such as time, place, plot, and scene, and then rewriting them in a chronological sequence (Ollerenshaw & Creswell, 2000). The framework may also include elements such as a predicament, conflict, or struggle; a protagonist; and a sequence with implicit causality, where the predicament is somehow resolved (Carter, 1993).

Collaborate with participants by actively involving them in the research. Both the researcher and the participant negotiate the meaning of their stories, adding a credibility check to the analysis (Creswell & Miller, 2000).

A narrative investigation includes collecting a large amount of data from the participants and the researcher needs to understand the context of the individual's life. A keen eye is needed to collect particular stories that capture the individual experiences. Active collaboration with the participant is necessary, and researchers need to discuss and reflect on their own beliefs and backgrounds. Multiple questions could arise in the collection, analysis, and storytelling of individual stories that need to be addressed, such as: Whose story is it? Who can tell it? Who can change it? Which version is compelling? What happens when narratives compete? In a community, what do the stories do among them? (Pinnegar & Daynes, 2006).

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A research design based on phenomenology aims to understand the essence of the lived experiences of a group of people regarding a particular concept or phenomenon. Researchers gather deep insights from individuals who have experienced the phenomenon, striving to describe "what" they experienced and "how" they experienced it. This approach to a research design typically involves detailed interviews and aims to reach a deep existential understanding. The purpose is to reduce individual experiences to a description of the universal essence or understanding the phenomenon's nature (van Manen, 1990). In phenomenology, the following steps are usually followed:

Identify a phenomenon of interest . For example, the phenomenon might be anger, professionalism in the workplace, or what it means to be a fighter.

Recognize and specify the philosophical assumptions of phenomenology , for example, one could reflect on the nature of objective reality and individual experiences.

Collect data from individuals who have experienced the phenomenon . This typically involves conducting in-depth interviews, including multiple sessions with each participant. Additionally, other forms of data may be collected using several methods, such as observations, diaries, art, poetry, music, recorded conversations, written responses, or other secondary sources.

Ask participants two general questions that encompass the phenomenon and how the participant experienced it (Moustakas, 1994). For example, what have you experienced in this phenomenon? And what contexts or situations have typically influenced your experiences within the phenomenon? Other open-ended questions may also be asked, but these two questions particularly focus on collecting research data that will lead to a textural description and a structural description of the experiences, and ultimately provide an understanding of the common experiences of the participants.

Review data from the questions posed to participants . It is recommended that researchers review the answers and highlight "significant statements," phrases, or quotes that explain how participants experienced the phenomenon. The researcher can then develop meaningful clusters from these significant statements into patterns or key elements shared across participants.

Write a textual description of what the participants experienced based on the answers and themes of the two main questions. The answers are also used to write about the characteristics and describe the context that influenced the way the participants experienced the phenomenon, called imaginative variation or structural description. Researchers should also write about their own experiences and context or situations that influenced them.

Write a composite description from the structural and textural description that presents the "essence" of the phenomenon, called the essential and invariant structure.

A phenomenological approach to a research design includes the strict and careful selection of participants in the study where bracketing personal experiences can be difficult to implement. The researcher decides how and in which way their knowledge will be introduced. It also involves some understanding and identification of the broader philosophical assumptions.

Grounded theory is used in a research design when the goal is to inductively develop a theory "grounded" in data that has been systematically gathered and analyzed. Starting from the data collection, researchers identify characteristics, patterns, themes, and relationships, gradually forming a theoretical framework that explains relevant processes, actions, or interactions grounded in the observed reality. A grounded theory study goes beyond descriptions and its objective is to generate a theory, an abstract analytical scheme of a process. Developing a theory doesn't come "out of nothing" but it is constructed and based on clear data collection. We suggest the following steps to follow a grounded theory approach in a research design:

Determine if grounded theory is the best for your research problem . Grounded theory is a good design when a theory is not already available to explain a process.

Develop questions that aim to understand how individuals experienced or enacted the process (e.g., What was the process? How did it unfold?). Data collection and analysis occur in tandem, so that researchers can ask more detailed questions that shape further analysis, such as: What was the focal point of the process (central phenomenon)? What influenced or caused this phenomenon to occur (causal conditions)? What strategies were employed during the process? What effect did it have (consequences)?

Gather relevant data about the topic in question . Data gathering involves questions that are usually asked in interviews, although other forms of data can also be collected, such as observations, documents, and audio-visual materials from different groups.

Carry out the analysis in stages . Grounded theory analysis begins with open coding, where the researcher forms codes that inductively emerge from the data (rather than preconceived categories). Researchers can thus identify specific properties and dimensions relevant to their research question.

Assemble the data in new ways and proceed to axial coding . Axial coding involves using a coding paradigm or logic diagram, such as a visual model, to systematically analyze the data. Begin by identifying a central phenomenon, which is the main category or focus of the research problem. Next, explore the causal conditions, which are the categories of factors that influence the phenomenon. Specify the strategies, which are the actions or interactions associated with the phenomenon. Then, identify the context and intervening conditions—both narrow and broad factors that affect the strategies. Finally, delineate the consequences, which are the outcomes or results of employing the strategies.

Use selective coding to construct a "storyline" that links the categories together. Alternatively, the researcher may formulate propositions or theory-driven questions that specify predicted relationships among these categories.

Develop and visually present a matrix that clarifies the social, historical, and economic conditions influencing the central phenomenon. This optional step encourages viewing the model from the narrowest to the broadest perspective.

Write a substantive-level theory that is closely related to a specific problem or population. This step is optional but provides a focused theoretical framework that can later be tested with quantitative data to explore its generalizability to a broader sample.

Allow theory to emerge through the memo-writing process, where ideas about the theory evolve continuously throughout the stages of open, axial, and selective coding.

The researcher should initially set aside any preconceived theoretical ideas to allow for the emergence of analytical and substantive theories. This is a systematic research approach, particularly when following the methodological steps outlined by Strauss and Corbin (1990). For those seeking more flexibility in their research process, the approach suggested by Charmaz (2006) might be preferable.

One of the challenges when using this method in a research design is determining when categories are sufficiently saturated and when the theory is detailed enough. To achieve saturation, discriminant sampling may be employed, where additional information is gathered from individuals similar to those initially interviewed to verify the applicability of the theory to these new participants. Ultimately, its goal is to develop a theory that comprehensively describes the central phenomenon, causal conditions, strategies, context, and consequences.

Ethnographic research design

An ethnographic approach in research design involves the extended observation and data collection of a group or community. The researcher immerses themselves in the setting, often living within the community for long periods. During this time, they collect data by observing and recording behaviours, conversations, and rituals to understand the group's social dynamics and cultural norms. We suggest following these steps for ethnographic methods in a research design:

Assess whether ethnography is the best approach for the research design and questions. It's suitable if the goal is to describe how a cultural group functions and to delve into their beliefs, language, behaviours, and issues like power, resistance, and domination, particularly if there is limited literature due to the group’s marginal status or unfamiliarity to mainstream society.

Identify and select a cultural group for your research design. Choose one that has a long history together, forming distinct languages, behaviours, and attitudes. This group often might be marginalized within society.

Choose cultural themes or issues to examine within the group. Analyze interactions in everyday settings to identify pervasive patterns such as life cycles, events, and overarching cultural themes. Culture is inferred from the group members' words, actions, and the tension between their actual and expected behaviours, as well as the artifacts they use.

Conduct fieldwork to gather detailed information about the group’s living and working environments. Visit the site, respect the daily lives of the members, and collect a diverse range of materials, considering ethical aspects such as respect and reciprocity.

Compile and analyze cultural data to develop a set of descriptive and thematic insights. Begin with a detailed description of the group based on observations of specific events or activities over time. Then, conduct a thematic analysis to identify patterns or themes that illustrate how the group functions and lives. The final output should be a comprehensive cultural portrait that integrates both the participants (emic) and the researcher’s (etic) perspectives, potentially advocating for the group’s needs or suggesting societal changes to better accommodate them.

Researchers engaging in ethnography need a solid understanding of cultural anthropology and the dynamics of sociocultural systems, which are commonly explored in ethnographic research. The data collection phase is notably extensive, requiring prolonged periods in the field. Ethnographers often employ a literary, quasi-narrative style in their narratives, which can pose challenges for those accustomed to more conventional social science writing methods.

Another potential issue is the risk of researchers "going native," where they become overly assimilated into the community under study, potentially jeopardizing the objectivity and completion of their research. It's crucial for researchers to be aware of their impact on the communities and environments they are studying.

The case study approach in a research design focuses on a detailed examination of a single case or a small number of cases. Cases can be individuals, groups, organizations, or events. Case studies are particularly useful for research designs that aim to understand complex issues in real-life contexts. The aim is to provide a thorough description and contextual analysis of the cases under investigation. We suggest following these steps in a case study design:

Assess if a case study approach suits your research questions . This approach works well when you have distinct cases with defined boundaries and aim to deeply understand these cases or compare multiple cases.

Choose your case or cases. These could involve individuals, groups, programs, events, or activities. Decide whether an individual or collective, multi-site or single-site case study is most appropriate, focusing on specific cases or themes (Stake, 1995; Yin, 2003).

Gather data extensively from diverse sources . Collect information through archival records, interviews, direct and participant observations, and physical artifacts (Yin, 2003).

Analyze the data holistically or in focused segments . Provide a comprehensive overview of the entire case or concentrate on specific aspects. Start with a detailed description including the history of the case and its chronological events then narrow down to key themes. The aim is to delve into the case's complexity rather than generalize findings.

Interpret and report the significance of the case in the final phase . Explain what insights were gained, whether about the subject of the case in an instrumental study or an unusual situation in an intrinsic study (Lincoln & Guba, 1985).

The investigator must carefully select the case or cases to study, recognizing that multiple potential cases could illustrate a chosen topic or issue. This selection process involves deciding whether to focus on a single case for deeper analysis or multiple cases, which may provide broader insights but less depth per case. Each choice requires a well-justified rationale for the selected cases. Researchers face the challenge of defining the boundaries of a case, such as its temporal scope and the events and processes involved. This decision in a research design is crucial as it affects the depth and value of the information presented in the study, and therefore should be planned to ensure a comprehensive portrayal of the case.

Qualitative and quantitative research designs are distinct in their approach to data collection and data analysis. Unlike quantitative research, which focuses on numerical data and statistical analysis, qualitative research prioritizes understanding the depth and richness of human experiences, behaviours, and interactions.

Qualitative methods in a research design have to have internal coherence, meaning that all elements of the research project—research question, data collection, data analysis, findings, and theory—are well-aligned and consistent with each other. This coherence in the research study is especially crucial in inductive qualitative research, where the research process often follows a recursive and evolving path. Ensuring that each component of the research design fits seamlessly with the others enhances the clarity and impact of the study, making the research findings more robust and compelling. Whether it is a descriptive research design, explanatory research design, diagnostic research design, or correlational research design coherence is an important element in both qualitative and quantitative research.

Finally, a good research design ensures that the research is conducted ethically and considers the well-being and rights of participants when managing collected data. The research design guides researchers in providing a clear rationale for their methodologies, which is crucial for justifying the research objectives to the scientific community. A thorough research design also contributes to the body of knowledge, enabling researchers to build upon past research studies and explore new dimensions within their fields. At the core of the design, there is a clear articulation of the research objectives. These objectives should be aligned with the underlying concepts being investigated, offering a concise method to answer the research questions and guiding the direction of the study with proper qualitative methods.

Carter, K. (1993). The place of a story in the study of teaching and teacher education. Educational Researcher, 22(1), 5-12, 18.

Charmaz, K. (2006). Constructing grounded theory. London: Sage.

Creswell, J. W., & Miller, D. L. (2000). Determining validity in qualitative inquiry. Theory Into Practice, 39(3), 124-130.

Lincoln, Y. S., & Guba, E. G. (1985). Naturalistic inquiry. Newbury Park, CA: Sage.

Moustakas, C. (1994). Phenomenological research methods. Thousand Oaks, CA: Sage.

Ollerenshaw, J. A., & Creswell, J. W. (2000, April). Data analysis in narrative research: A comparison of two “restoring” approaches. Paper presented at the annual meeting of the American Educational Research Association, New Orleans, LA.

Stake, R. E. (1995). The art of case study research. Thousand Oaks, CA: Sage.

Strauss, A., & Corbin, J. (1990). Basics of qualitative research: Grounded theory procedures and techniques. Newbury Park, CA: Sage.

van Manen, M. (1990). Researching lived experience: Human science for an action sensitive pedagogy. Ontario, Canada: University of Western Ontario.

Yin, R. K. (2003). Case study research: Design and methods (3rd ed.). Thousand Oaks, CA: Sage

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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).

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What is Research Design? Understand Types of Research Design, with Examples

Have you been wondering “ what is research design ?” or “what are some research design examples ?” Are you unsure about the research design elements or which of the different types of research design best suit your study? Don’t worry! In this article, we’ve got you covered!   

Table of Contents

What is research design?  

Have you been wondering “ what is research design ?” or “what are some research design examples ?” Don’t worry! In this article, we’ve got you covered!  

A research design is the plan or framework used to conduct a research study. It involves outlining the overall approach and methods that will be used to collect and analyze data in order to answer research questions or test hypotheses. A well-designed research study should have a clear and well-defined research question, a detailed plan for collecting data, and a method for analyzing and interpreting the results. A well-thought-out research design addresses all these features.  

Research design elements  

Research design elements include the following:  

• Clear purpose: The research question or hypothesis must be clearly defined and focused.  
• Sampling: This includes decisions about sample size, sampling method, and criteria for inclusion or exclusion. The approach varies for different research design types .  
• Data collection: This research design element involves the process of gathering data or information from the study participants or sources. It includes decisions about what data to collect, how to collect it, and the tools or instruments that will be used.  
• Data analysis: All research design types require analysis and interpretation of the data collected. This research design element includes decisions about the statistical tests or methods that will be used to analyze the data, as well as any potential confounding variables or biases that may need to be addressed.  
• Type of research methodology: This includes decisions about the overall approach for the study.  
• Time frame: An important research design element is the time frame, which includes decisions about the duration of the study, the timeline for data collection and analysis, and follow-up periods.  
• Ethical considerations: The research design must include decisions about ethical considerations such as informed consent, confidentiality, and participant protection.  
• Resources: A good research design takes into account decisions about the budget, staffing, and other resources needed to carry out the study.  

The elements of research design should be carefully planned and executed to ensure the validity and reliability of the study findings. Let’s go deeper into the concepts of research design .    

Characteristics of research design  

Some basic characteristics of research design are common to different research design types . These characteristics of research design are as follows:  

• Neutrality : Right from the study assumptions to setting up the study, a neutral stance must be maintained, free of pre-conceived notions. The researcher’s expectations or beliefs should not color the findings or interpretation of the findings. Accordingly, a good research design should address potential sources of bias and confounding factors to be able to yield unbiased and neutral results.   
•   Reliability : Reliability is one of the characteristics of research design that refers to consistency in measurement over repeated measures and fewer random errors. A reliable research design must allow for results to be consistent, with few errors due to chance.   
•   Validity : Validity refers to the minimization of nonrandom (systematic) errors. A good research design must employ measurement tools that ensure validity of the results.  
•   Generalizability: The outcome of the research design should be applicable to a larger population and not just a small sample . A generalized method means the study can be conducted on any part of a population with similar accuracy.   
•   Flexibility: A research design should allow for changes to be made to the research plan as needed, based on the data collected and the outcomes of the study  

A well-planned research design is critical for conducting a scientifically rigorous study that will generate neutral, reliable, valid, and generalizable results. At the same time, it should allow some level of flexibility.  

Different types of research design  

A research design is essential to systematically investigate, understand, and interpret phenomena of interest. Let’s look at different types of research design and research design examples .  

Broadly, research design types can be divided into qualitative and quantitative research.  

Qualitative research is subjective and exploratory. It determines relationships between collected data and observations. It is usually carried out through interviews with open-ended questions, observations that are described in words, etc.  

Quantitative research is objective and employs statistical approaches. It establishes the cause-and-effect relationship among variables using different statistical and computational methods. This type of research is usually done using surveys and experiments.  

Qualitative research vs. Quantitative research  

Qualitative research design types and qualitative research design examples  

The following will familiarize you with the research design categories in qualitative research:  

• Grounded theory: This design is used to investigate research questions that have not previously been studied in depth. Also referred to as exploratory design , it creates sequential guidelines, offers strategies for inquiry, and makes data collection and analysis more efficient in qualitative research.   

Example: A researcher wants to study how people adopt a certain app. The researcher collects data through interviews and then analyzes the data to look for patterns. These patterns are used to develop a theory about how people adopt that app.  

•   Thematic analysis: This design is used to compare the data collected in past research to find similar themes in qualitative research.  

Example: A researcher examines an interview transcript to identify common themes, say, topics or patterns emerging repeatedly.  

• Discourse analysis : This research design deals with language or social contexts used in data gathering in qualitative research.   

Example: Identifying ideological frameworks and viewpoints of writers of a series of policies.  

Quantitative research design types and quantitative research design examples  

Note the following research design categories in quantitative research:  

• Descriptive research design : This quantitative research design is applied where the aim is to identify characteristics, frequencies, trends, and categories. It may not often begin with a hypothesis. The basis of this research type is a description of an identified variable. This research design type describes the “what,” “when,” “where,” or “how” of phenomena (but not the “why”).   

Example: A study on the different income levels of people who use nutritional supplements regularly.  

• Correlational research design : Correlation reflects the strength and/or direction of the relationship among variables. The direction of a correlation can be positive or negative. Correlational research design helps researchers establish a relationship between two variables without the researcher controlling any of them.  

Example : An example of correlational research design could be studying the correlation between time spent watching crime shows and aggressive behavior in teenagers.  

•   Diagnostic research design : In diagnostic design, the researcher aims to understand the underlying cause of a specific topic or phenomenon (usually an area of improvement) and find the most effective solution. In simpler terms, a researcher seeks an accurate “diagnosis” of a problem and identifies a solution.  

Example : A researcher analyzing customer feedback and reviews to identify areas where an app can be improved.    

• Explanatory research design : In explanatory research design , a researcher uses their ideas and thoughts on a topic to explore their theories in more depth. This design is used to explore a phenomenon when limited information is available. It can help increase current understanding of unexplored aspects of a subject. It is thus a kind of “starting point” for future research.  

Example : Formulating hypotheses to guide future studies on delaying school start times for better mental health in teenagers.  

•   Causal research design : This can be considered a type of explanatory research. Causal research design seeks to define a cause and effect in its data. The researcher does not use a randomly chosen control group but naturally or pre-existing groupings. Importantly, the researcher does not manipulate the independent variable.   

Example : Comparing school dropout levels and possible bullying events.  

•   Experimental research design : This research design is used to study causal relationships . One or more independent variables are manipulated, and their effect on one or more dependent variables is measured.  

Example: Determining the efficacy of a new vaccine plan for influenza.  

Benefits of research design  

 T here are numerous benefits of research design . These are as follows:  

• Clear direction: Among the benefits of research design , the main one is providing direction to the research and guiding the choice of clear objectives, which help the researcher to focus on the specific research questions or hypotheses they want to investigate.  
• Control: Through a proper research design , researchers can control variables, identify potential confounding factors, and use randomization to minimize bias and increase the reliability of their findings.
• Replication: Research designs provide the opportunity for replication. This helps to confirm the findings of a study and ensures that the results are not due to chance or other factors. Thus, a well-chosen research design also eliminates bias and errors.  
• Validity: A research design ensures the validity of the research, i.e., whether the results truly reflect the phenomenon being investigated.  
• Reliability: Benefits of research design also include reducing inaccuracies and ensuring the reliability of the research (i.e., consistency of the research results over time, across different samples, and under different conditions).  
• Efficiency: A strong research design helps increase the efficiency of the research process. Researchers can use a variety of designs to investigate their research questions, choose the most appropriate research design for their study, and use statistical analysis to make the most of their data. By effectively describing the data necessary for an adequate test of the hypotheses and explaining how such data will be obtained, research design saves a researcher’s time.   

Overall, an appropriately chosen and executed research design helps researchers to conduct high-quality research, draw meaningful conclusions, and contribute to the advancement of knowledge in their field.

Frequently Asked Questions (FAQ) on Research Design

Q: What are th e main types of research design?

Broadly speaking there are two basic types of research design –

qualitative and quantitative research. Qualitative research is subjective and exploratory; it determines relationships between collected data and observations. It is usually carried out through interviews with open-ended questions, observations that are described in words, etc. Quantitative research , on the other hand, is more objective and employs statistical approaches. It establishes the cause-and-effect relationship among variables using different statistical and computational methods. This type of research design is usually done using surveys and experiments.

Q: How do I choose the appropriate research design for my study?

Choosing the appropriate research design for your study requires careful consideration of various factors. Start by clarifying your research objectives and the type of data you need to collect. Determine whether your study is exploratory, descriptive, or experimental in nature. Consider the availability of resources, time constraints, and the feasibility of implementing the different research designs. Review existing literature to identify similar studies and their research designs, which can serve as a guide. Ultimately, the chosen research design should align with your research questions, provide the necessary data to answer them, and be feasible given your own specific requirements/constraints.

Q: Can research design be modified during the course of a study?

Yes, research design can be modified during the course of a study based on emerging insights, practical constraints, or unforeseen circumstances. Research is an iterative process and, as new data is collected and analyzed, it may become necessary to adjust or refine the research design. However, any modifications should be made judiciously and with careful consideration of their impact on the study’s integrity and validity. It is advisable to document any changes made to the research design, along with a clear rationale for the modifications, in order to maintain transparency and allow for proper interpretation of the results.

Q: How can I ensure the validity and reliability of my research design?

Validity refers to the accuracy and meaningfulness of your study’s findings, while reliability relates to the consistency and stability of the measurements or observations. To enhance validity, carefully define your research variables, use established measurement scales or protocols, and collect data through appropriate methods. Consider conducting a pilot study to identify and address any potential issues before full implementation. To enhance reliability, use standardized procedures, conduct inter-rater or test-retest reliability checks, and employ appropriate statistical techniques for data analysis. It is also essential to document and report your methodology clearly, allowing for replication and scrutiny by other researchers.

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Research design: what is research design, types, methods, and examples.

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• March 7, 2024

Research design is the blueprint of any scientific investigation, dictating the path researchers take to answer their burning questions. For young researchers stepping into this realm, understanding the intricacies of research design is paramount. In this article, we’ll explore what research design entails, the different types available, and tips for choosing an appropriate research design.

What is Research Design?

At its core, research design is the framework that outlines the structure and methodology of a study. It’s the roadmap that guides researchers from hypothesis formulation to data collection and analysis. A well-designed study ensures that the research objectives are met efficiently and effectively.

Types of Research Design

There are various types of research design, each suited to different research questions and objectives: • Quantitative Research: Focuses on numerical data and statistical analysis to quantify relationships and patterns. Common methods include surveys, experiments, and observational studies. • Qualitative Research: Emphasizes understanding phenomena through in-depth exploration and interpretation of non-numerical data. Techniques include interviews, focus groups, and observation.

Quantitative Research

Let’s look at some of the most popular research designs for quantitative studies :

Experimental Design

This involves manipulating variables to establish cause-and-effect relationships. Randomized controlled trials (RCTs) are a classic example.

Quasi-Experimental Design

It is similar to experimental design but lacks random assignment. Quasi experimental designs are useful when randomization is impractical or unethical.

Descriptive Research Design

Qualitative research designs.

In addition to the quantitative methods commonly used in biomedical research, qualitative approaches offer valuable insights into human experiences and behaviors. Here are some qualitative research designs to consider:

Phenomenology

Ethnography, grounded theory, narrative research, choosing the right research design.

• Define Research Objectives: Clearly articulate the goals and objectives of your study. What do you aim to investigate or achieve?
• Review Existing Literature: Conduct a thorough review of relevant literature to understand what research has already been done in your field. Identify gaps or unanswered questions that your study can address.
• Consider Research Questions: Based on your objectives and literature review, formulate specific research questions that your study will address. These questions will guide your choice of research design.
• Evaluate Resources and Constraints: Assess the resources available to you, including time, budget, equipment, and access to participants. Consider any logistical constraints that may impact your choice of research design.
• Understand Types of Research Designs: Familiarize yourself with different types of research designs, including quantitative, qualitative, experimental, quasi-experimental, and descriptive designs. Understand the strengths, limitations, and appropriate applications of each type.
• Match Design to Research Questions: Choose a research design that aligns with your research questions, objectives, and the nature of the data you wish to collect. Consider whether you need to manipulate variables, control for confounding factors, or explore complex human experiences.
• Consider Ethical Considerations: Evaluate the ethical implications of your research design, including potential risks to participants and the integrity of your study. Ensure that your chosen design respects ethical principles and guidelines.
• Consult with Peers or Mentors: Seek input from experienced researchers, mentors, or peers who can provide guidance and advice on choosing an appropriate research design. They may offer valuable insights based on their own experiences.
• Pilot Test if Necessary: If feasible, conduct a pilot study or small-scale trial to test the feasibility and effectiveness of your chosen research design. Pilot testing can help identify any practical challenges or issues before implementing the full study.

By following these steps and carefully considering your research objectives, resources, and ethical considerations, you can choose an appropriate research design that sets the foundation for a successful study.

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Quantitative vs. Qualitative Research: The Differences Explained

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Empirical Research

What is empirical research.

"Empirical research is research that is based on observation and measurement of phenomena, as directly experienced by the researcher. The data thus gathered may be compared against a theory or hypothesis, but the results are still based on real life experience. The data gathered is all primary data, although secondary data from a literature review may form the theoretical background."

Characteristics of Empirical Research

Emerald Publishing's  guide to conducting empirical research  identifies a number of common elements to empirical research: 

A  research question , which will determine research objectives.

A particular and planned  design  for the research, which will depend on the question and which will find ways of answering it with appropriate use of resources.

The gathering of  primary data , which is then analysed.

A particular  methodology  for collecting and analysing the data, such as an experiment or survey.

The limitation of the data to a particular group, area or time scale, known as a  sample  [emphasis added]: for example, a specific number of employees of a particular company type, or all users of a library over a given time scale. The sample should be somehow representative of a wider population.

The ability to  recreate  the study and test the results. This is known as  reliability .

The ability to  generalize  from the findings to a larger sample and to other situations.

If you see these elements in a research article, you can feel confident that you have found empirical research. Emerald's guide goes into more detail on each element. 

Emerald Publishing (n.d.). How to... conduct empirical research. https://www.emeraldgrouppublishing.com/how-to/research-methods/conduct-empirical-research-l 

• Quantitative vs. Qualitative
• Data Collection Methods
• Analyzing Data

When collecting and analyzing data,  quantitative research  deals with numbers and statistics, while  qualitative research  deals with words and meanings. Both are important for gaining different kinds of knowledge.

Quantitative research

Common quantitative methods include experiments, observations recorded as numbers, and surveys with closed-ended questions.

Qualitative research

Common qualitative methods include interviews with open-ended questions, observations described in words, and literature reviews that explore concepts and theories.

Streefkerk, R. (2022, February 7). Qualitative vs. quantitative research: Differences, examples & methods. Scibbr. https://www.scribbr.com/methodology/qualitative-quantitative-research/ 

Quantitative and qualitative data can be collected using various methods. It is important to use a  data collection  method that will help answer your research question(s).

Many data collection methods can be either qualitative or quantitative. For example, in surveys, observations or  case studies , your data can be represented as numbers (e.g. using rating scales or counting frequencies) or as words (e.g. with open-ended questions or descriptions of what you observe).

However, some methods are more commonly used in one type or the other.

Quantitative data collection methods

• Surveys :  List of closed or multiple choice questions that is distributed to a  sample  (online, in person, or over the phone).
• Experiments :  Situation in which  variables  are controlled and manipulated to establish cause-and-effect relationships.
• Observations:  Observing subjects in a natural environment where variables can’t be controlled.

Qualitative data collection methods

• Interviews : Asking open-ended questions verbally to respondents.
• Focus groups:  Discussion among a group of people about a topic to gather opinions that can be used for further research.
• Ethnography : Participating in a community or organization for an extended period of time to closely observe culture and behavior.
• Literature review :  Survey of published works by other authors.

When to use qualitative vs. quantitative research

A rule of thumb for deciding whether to use qualitative or quantitative data is:

• Use quantitative research if you want to  confirm or test something  (a theory or hypothesis)
• Use qualitative research if you want to  understand something  (concepts, thoughts, experiences)

For most  research topics  you can choose a qualitative, quantitative or  mixed methods approach . Which type you choose depends on, among other things, whether you’re taking an  inductive vs. deductive research approach ; your  research question(s) ; whether you’re doing  experimental ,  correlational , or  descriptive research ; and practical considerations such as time, money, availability of data, and access to respondents.

Streefkerk, R. (2022, February 7).  Qualitative vs. quantitative research: Differences, examples & methods.  Scibbr. https://www.scribbr.com/methodology/qualitative-quantitative-research/ 

Qualitative or quantitative data by itself can’t prove or demonstrate anything, but has to be analyzed to show its meaning in relation to the research questions. The method of analysis differs for each type of data.

Analyzing quantitative data

Quantitative data is based on numbers. Simple math or more advanced  statistical analysis  is used to discover commonalities or patterns in the data. The results are often reported in graphs and tables.

Applications such as Excel, SPSS, or R can be used to calculate things like:

• Average scores
• The number of times a particular answer was given
• The  correlation or causation  between two or more variables
• The  reliability and validity  of the results

Analyzing qualitative data

Qualitative data is more difficult to analyze than quantitative data. It consists of text, images or videos instead of numbers.

Some common approaches to analyzing qualitative data include:

• Qualitative content analysis : Tracking the occurrence, position and meaning of words or phrases
• Thematic analysis : Closely examining the data to identify the main themes and patterns
• Discourse analysis : Studying how communication works in social contexts

Comparison of Research Processes

Creswell, J. W., & Creswell, J. D. (2018).  Research design : qualitative, quantitative, and mixed methods approaches  (Fifth). SAGE Publications.

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Types of studies and research design

Mukul chandra kapoor.

Department of Anesthesiology, Max Smart Super Specialty Hospital, New Delhi, India

Medical research has evolved, from individual expert described opinions and techniques, to scientifically designed methodology-based studies. Evidence-based medicine (EBM) was established to re-evaluate medical facts and remove various myths in clinical practice. Research methodology is now protocol based with predefined steps. Studies were classified based on the method of collection and evaluation of data. Clinical study methodology now needs to comply to strict ethical, moral, truth, and transparency standards, ensuring that no conflict of interest is involved. A medical research pyramid has been designed to grade the quality of evidence and help physicians determine the value of the research. Randomised controlled trials (RCTs) have become gold standards for quality research. EBM now scales systemic reviews and meta-analyses at a level higher than RCTs to overcome deficiencies in the randomised trials due to errors in methodology and analyses.

INTRODUCTION

Expert opinion, experience, and authoritarian judgement were the norm in clinical medical practice. At scientific meetings, one often heard senior professionals emphatically expressing ‘In my experience,…… what I have said is correct!’ In 1981, articles published by Sackett et al . introduced ‘critical appraisal’ as they felt a need to teach methods of understanding scientific literature and its application at the bedside.[ 1 ] To improve clinical outcomes, clinical expertise must be complemented by the best external evidence.[ 2 ] Conversely, without clinical expertise, good external evidence may be used inappropriately [ Figure 1 ]. Practice gets outdated, if not updated with current evidence, depriving the clientele of the best available therapy.

Triad of evidence-based medicine

EVIDENCE-BASED MEDICINE

In 1971, in his book ‘Effectiveness and Efficiency’, Archibald Cochrane highlighted the lack of reliable evidence behind many accepted health-care interventions.[ 3 ] This triggered re-evaluation of many established ‘supposed’ scientific facts and awakened physicians to the need for evidence in medicine. Evidence-based medicine (EBM) thus evolved, which was defined as ‘the conscientious, explicit and judicious use of the current best evidence in making decisions about the care of individual patients.’[ 2 ]

The goal of EBM was scientific endowment to achieve consistency, efficiency, effectiveness, quality, safety, reduction in dilemma and limitation of idiosyncrasies in clinical practice.[ 4 ] EBM required the physician to diligently assess the therapy, make clinical adjustments using the best available external evidence, ensure awareness of current research and discover clinical pathways to ensure best patient outcomes.[ 5 ]

With widespread internet use, phenomenally large number of publications, training and media resources are available but determining the quality of this literature is difficult for a busy physician. Abstracts are available freely on the internet, but full-text articles require a subscription. To complicate issues, contradictory studies are published making decision-making difficult.[ 6 ] Publication bias, especially against negative studies, makes matters worse.

In 1993, the Cochrane Collaboration was founded by Ian Chalmers and others to create and disseminate up-to-date review of randomised controlled trials (RCTs) to help health-care professionals make informed decisions.[ 7 ] In 1995, the American College of Physicians and the British Medical Journal Publishing Group collaborated to publish the journal ‘Evidence-based medicine’, leading to the evolution of EBM in all spheres of medicine.

MEDICAL RESEARCH

Medical research needs to be conducted to increase knowledge about the human species, its social/natural environment and to combat disease/infirmity in humans. Research should be conducted in a manner conducive to and consistent with dignity and well-being of the participant; in a professional and transparent manner; and ensuring minimal risk.[ 8 ] Research thus must be subjected to careful evaluation at all stages, i.e., research design/experimentation; results and their implications; the objective of the research sought; anticipated benefits/dangers; potential uses/abuses of the experiment and its results; and on ensuring the safety of human life. Table 1 lists the principles any research should follow.[ 8 ]

General principles of medical research

Types of study design

Medical research is classified into primary and secondary research. Clinical/experimental studies are performed in primary research, whereas secondary research consolidates available studies as reviews, systematic reviews and meta-analyses. Three main areas in primary research are basic medical research, clinical research and epidemiological research [ Figure 2 ]. Basic research includes fundamental research in fields shown in Figure 2 . In almost all studies, at least one independent variable is varied, whereas the effects on the dependent variables are investigated. Clinical studies include observational studies and interventional studies and are subclassified as in Figure 2 .

Classification of types of medical research

Interventional clinical study is performed with the purpose of studying or demonstrating clinical or pharmacological properties of drugs/devices, their side effects and to establish their efficacy or safety. They also include studies in which surgical, physical or psychotherapeutic procedures are examined.[ 9 ] Studies on drugs/devices are subject to legal and ethical requirements including the Drug Controller General India (DCGI) directives. They require the approval of DCGI recognized Ethics Committee and must be performed in accordance with the rules of ‘Good Clinical Practice’.[ 10 ] Further details are available under ‘Methodology for research II’ section in this issue of IJA. In 2004, the World Health Organization advised registration of all clinical trials in a public registry. In India, the Clinical Trials Registry of India was launched in 2007 ( www.ctri.nic.in ). The International Committee of Medical Journal Editors (ICMJE) mandates its member journals to publish only registered trials.[ 11 ]

Observational clinical study is a study in which knowledge from treatment of persons with drugs is analysed using epidemiological methods. In these studies, the diagnosis, treatment and monitoring are performed exclusively according to medical practice and not according to a specified study protocol.[ 9 ] They are subclassified as per Figure 2 .

Epidemiological studies have two basic approaches, the interventional and observational. Clinicians are more familiar with interventional research, whereas epidemiologists usually perform observational research.

Interventional studies are experimental in character and are subdivided into field and group studies, for example, iodine supplementation of cooking salt to prevent hypothyroidism. Many interventions are unsuitable for RCTs, as the exposure may be harmful to the subjects.

Observational studies can be subdivided into cohort, case–control, cross-sectional and ecological studies.

• Cohort studies are suited to detect connections between exposure and development of disease. They are normally prospective studies of two healthy groups of subjects observed over time, in which one group is exposed to a specific substance, whereas the other is not. The occurrence of the disease can be determined in the two groups. Cohort studies can also be retrospective
• Case–control studies are retrospective analyses performed to establish the prevalence of a disease in two groups exposed to a factor or disease. The incidence rate cannot be calculated, and there is also a risk of selection bias and faulty recall.

Secondary research

Narrative review.

An expert senior author writes about a particular field, condition or treatment, including an overview, and this information is fortified by his experience. The article is in a narrative format. Its limitation is that one cannot tell whether recommendations are based on author's clinical experience, available literature and why some studies were given more emphasis. It can be biased, with selective citation of reports that reinforce the authors' views of a topic.[ 12 ]

Systematic review

Systematic reviews methodically and comprehensively identify studies focused on a specified topic, appraise their methodology, summate the results, identify key findings and reasons for differences across studies, and cite limitations of current knowledge.[ 13 ] They adhere to reproducible methods and recommended guidelines.[ 14 ] The methods used to compile data are explicit and transparent, allowing the reader to gauge the quality of the review and the potential for bias.[ 15 ]

A systematic review can be presented in text or graphic form. In graphic form, data of different trials can be plotted with the point estimate and 95% confidence interval for each study, presented on an individual line. A properly conducted systematic review presents the best available research evidence for a focused clinical question. The review team may obtain information, not available in the original reports, from the primary authors. This ensures that findings are consistent and generalisable across populations, environment, therapies and groups.[ 12 ] A systematic review attempts to reduce bias identification and studies selection for review, using a comprehensive search strategy and specifying inclusion criteria. The strength of a systematic review lies in the transparency of each phase and highlighting the merits of each decision made, while compiling information.

Meta-analysis

A review team compiles aggregate-level data in each primary study, and in some cases, data are solicited from each of the primary studies.[ 16 , 17 ] Although difficult to perform, individual patient meta-analyses offer advantages over aggregate-level analyses.[ 18 ] These mathematically pooled results are referred to as meta-analysis. Combining data from well-conducted primary studies provide a precise estimate of the “true effect.”[ 19 ] Pooling the samples of individual studies increases overall sample size, enhances statistical analysis power, reduces confidence interval and thereby improves statistical value.

The structured process of Cochrane Collaboration systematic reviews has contributed to the improvement of their quality. For the meta-analysis to be definitive, the primary RCTs should have been conducted methodically. When the existing studies have important scientific and methodological limitations, such as smaller sized samples, the systematic review may identify where gaps exist in the available literature.[ 20 ] RCTs and systematic review of several randomised trials are less likely to mislead us, and thereby help judge whether an intervention is better.[ 2 ] Practice guidelines supported by large RCTs and meta-analyses are considered as ‘gold standard’ in EBM. This issue of IJA is accompanied by an editorial on Importance of EBM on research and practice (Guyat and Sriganesh 471_16).[ 21 ] The EBM pyramid grading the value of different types of research studies is shown in Figure 3 .

The evidence-based medicine pyramid

In the last decade, a number of studies and guidelines brought about path-breaking changes in anaesthesiology and critical care. Some guidelines such as the ‘Surviving Sepsis Guidelines-2004’[ 22 ] were later found to be flawed and biased. A number of large RCTs were rejected as their findings were erroneous. Another classic example is that of ENIGMA-I (Evaluation of Nitrous oxide In the Gas Mixture for Anaesthesia)[ 23 ] which implicated nitrous oxide for poor outcomes, but ENIGMA-II[ 24 , 25 ] conducted later, by the same investigators, declared it as safe. The rise and fall of the ‘tight glucose control’ regimen was similar.[ 26 ]

Although RCTs are considered ‘gold standard’ in research, their status is at crossroads today. RCTs have conflicting interests and thus must be evaluated with careful scrutiny. EBM can promote evidence reflected in RCTs and meta-analyses. However, it cannot promulgate evidence not reflected in RCTs. Flawed RCTs and meta-analyses may bring forth erroneous recommendations. EBM thus should not be restricted to RCTs and meta-analyses but must involve tracking down the best external evidence to answer our clinical questions.

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Conflicts of interest.

There are no conflicts of interest.

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Speaker 1: Welcome to this overview of quantitative research methods. This tutorial will give you the big picture of quantitative research and introduce key concepts that will help you determine if quantitative methods are appropriate for your project study. First, what is educational research? Educational research is a process of scholarly inquiry designed to investigate the process of instruction and learning, the behaviors, perceptions, and attributes of students and teachers, the impact of institutional processes and policies, and all other areas of the educational process. The research design may be quantitative, qualitative, or a mixed methods design. The focus of this overview is quantitative methods. The general purpose of quantitative research is to explain, predict, investigate relationships, describe current conditions, or to examine possible impacts or influences on designated outcomes. Quantitative research differs from qualitative research in several ways. It works to achieve different goals and uses different methods and design. This table illustrates some of the key differences. Qualitative research generally uses a small sample to explore and describe experiences through the use of thick, rich descriptions of detailed data in an attempt to understand and interpret human perspectives. It is less interested in generalizing to the population as a whole. For example, when studying bullying, a qualitative researcher might learn about the experience of the victims and the experience of the bully by interviewing both bullies and victims and observing them on the playground. Quantitative studies generally use large samples to test numerical data by comparing or finding correlations among sample attributes so that the findings can be generalized to the population. If quantitative researchers were studying bullying, they might measure the effects of a bully on the victim by comparing students who are victims and students who are not victims of bullying using an attitudinal survey. In conducting quantitative research, the researcher first identifies the problem. For Ed.D. research, this problem represents a gap in practice. For Ph.D. research, this problem represents a gap in the literature. In either case, the problem needs to be of importance in the professional field. Next, the researcher establishes the purpose of the study. Why do you want to do the study, and what do you intend to accomplish? This is followed by research questions which help to focus the study. Once the study is focused, the researcher needs to review both seminal works and current peer-reviewed primary sources. Based on the research question and on a review of prior research, a hypothesis is created that predicts the relationship between the study's variables. Next, the researcher chooses a study design and methods to test the hypothesis. These choices should be informed by a review of methodological approaches used to address similar questions in prior research. Finally, appropriate analytical methods are used to analyze the data, allowing the researcher to draw conclusions and inferences about the data, and answer the research question that was originally posed. In quantitative research, research questions are typically descriptive, relational, or causal. Descriptive questions constrain the researcher to describing what currently exists. With a descriptive research question, one can examine perceptions or attitudes as well as more concrete variables such as achievement. For example, one might describe a population of learners by gathering data on their age, gender, socioeconomic status, and attributes towards their learning experiences. Relational questions examine the relationship between two or more variables. The X variable has some linear relationship to the Y variable. Causal inferences cannot be made from this type of research. For example, one could study the relationship between students' study habits and achievements. One might find that students using certain kinds of study strategies demonstrate greater learning, but one could not state conclusively that using certain study strategies will lead to or cause higher achievement. Causal questions, on the other hand, are designed to allow the researcher to draw a causal inference. A causal question seeks to determine if a treatment variable in a program had an effect on one or more outcome variables. In other words, the X variable influences the Y variable. For example, one could design a study that answered the question of whether a particular instructional approach caused students to learn more. The research question serves as a basis for posing a hypothesis, a predicted answer to the research question that incorporates operational definitions of the study's variables and is rooted in the literature. An operational definition matches a concept with a method of measurement, identifying how the concept will be quantified. For example, in a study of instructional strategies, the hypothesis might be that students of teachers who use Strategy X will exhibit greater learning than students of teachers who do not. In this study, one would need to operationalize learning by identifying a test or instrument that would measure learning. This approach allows the researcher to create a testable hypothesis. Relational and causal research relies on the creation of a null hypothesis, a version of the research hypothesis that predicts no relationship between variables or no effect of one variable on another. When writing the hypothesis for a quantitative question, the null hypothesis and the research or alternative hypothesis use parallel sentence structure. In this example, the null hypothesis states that there will be no statistical difference between groups, while the research or alternative hypothesis states that there will be a statistical difference between groups. Note also that both hypothesis statements operationalize the critical thinking skills variable by identifying the measurement instrument to be used. Once the research questions and hypotheses are solidified, the researcher must select a design that will create a situation in which the hypotheses can be tested and the research questions answered. Ideally, the research design will isolate the study's variables and control for intervening variables so that one can be certain of the relationships being tested. In educational research, however, it is extremely difficult to establish sufficient controls in the complex social settings being studied. In our example of investigating the impact of a certain instructional strategy in the classroom on student achievement, each day the teacher uses a specific instructional strategy. After school, some of the students in her class receive tutoring. Other students have parents that are very involved in their child's academic progress and provide learning experiences in the home. These students may do better because they received extra help, not because the teacher's instructional strategy is more effective. Unless the researcher can control for the intervening variable of extra help, it will be impossible to effectively test the study's hypothesis. Quantitative research designs can fall into two broad categories, experimental and quasi-experimental. Classic experimental designs are those that randomly assign subjects to either a control or treatment comparison group. The researcher can then compare the treatment group to the control group to test for an intervention's effect, known as a between-subject design. It is important to note that the control group may receive a standard treatment or may receive a treatment of any kind. Quasi-experimental designs do not randomly assign subjects to groups, but rather take advantage of existing groups. A researcher can still have a control and comparison group, but assignment to the groups is not random. The use of a control group is not required. However, the researcher may choose a design in which a single group is pre- and post-tested, known as a within-subjects design. Or a single group may receive only a post-test. Since quasi-experimental designs lack random assignment, the researcher should be aware of the threats to validity. Educational research often attempts to measure abstract variables such as attitudes, beliefs, and feelings. Surveys can capture data about these hard-to-measure variables, as well as other self-reported information such as demographic factors. A survey is an instrument used to collect verifiable information from a sample population. In quantitative research, surveys typically include questions that ask respondents to choose a rating from a scale, select one or more items from a list, or other responses that result in numerical data. Studies that use surveys or tests need to include strategies that establish the validity of the instrument used. There are many types of validity that need to be addressed. Face validity. Does the test appear at face value to measure what it is supposed to measure? Content validity. Content validity includes both item validity and sampling validity. Item validity ensures that the individual test items deal only with the subject being addressed. Sampling validity ensures that the range of item topics is appropriate to the subject being studied. For example, item validity might be high, but if all the items only deal with one aspect of the subjects, then sampling validity is low. Content validity can be established by having experts in the field review the test. Concurrent validity. Does a new test correlate with an older, established test that measures the same thing? Predictive validity. Does the test correlate with another related measure? For example, GRE tests are used at many colleges because these schools believe that a good grade on this test increases the probability that the student will do well at the college. Linear regression can establish the predictive validity of a test. Construct validity. Does the test measure the construct it is intended to measure? Establishing construct validity can be a difficult task when the constructs being measured are abstract. But it can be established by conducting a number of studies in which you test hypotheses regarding the construct, or by completing a factor analysis to ensure that you have the number of constructs that you say you have. In addition to ensuring the validity of instruments, the quantitative researcher needs to establish their reliability as well. Strategies for establishing reliability include Test retest. Correlates scores from two different administrations of the same test. Alternate forms. Correlates scores from administrations of two different forms of the same test. Split half reliability. Treats each half of one test or survey as a separate administration and correlates the results from each. Internal consistency. Uses Cronbach's coefficient alpha to calculate the average of all possible split halves. Quantitative research almost always relies on a sample that is intended to be representative of a larger population. There are two basic sampling strategies, random and non-random, and a number of specific strategies within each of these approaches. This table provides examples of each of the major strategies. The next section of this tutorial provides an overview of the procedures in conducting quantitative data analysis. There are specific procedures for conducting the data collection, preparing for and analyzing data, presenting the findings, and connecting to the body of existing research. This process ensures that the research is conducted as a systematic investigation that leads to credible results. Data comes in various sizes and shapes, and it is important to know about these so that the proper analysis can be used on the data. In 1946, S.S. Stevens first described the properties of measurement systems that allowed decisions about the type of measurement and about the attributes of objects that are preserved in numbers. These four types of data are referred to as nominal, ordinal, interval, and ratio. First, let's examine nominal data. With nominal data, there is no number value that indicates quantity. Instead, a number has been assigned to represent a certain attribute, like the number 1 to represent male and the number 2 to represent female. In other words, the number is just a label. You could also assign numbers to represent race, religion, or any other categorical information. Nominal data only denotes group membership. With ordinal data, there is again no indication of quantity. Rather, a number is assigned for ranking order. For example, satisfaction surveys often ask respondents to rank order their level of satisfaction with services or programs. The next level of measurement is interval data. With interval data, there are equal distances between two values, but there is no natural zero. A common example is the Fahrenheit temperature scale. Differences between the temperature measurements make sense, but ratios do not. For instance, 20 degrees Fahrenheit is not twice as hot as 10 degrees Fahrenheit. You can add and subtract interval level data, but they cannot be divided or multiplied. Finally, we have ratio data. Ratio is the same as interval, however ratios, means, averages, and other numerical formulas are all possible and make sense. Zero has a logical meaning, which shows the absence of, or having none of. Examples of ratio data are height, weight, speed, or any quantities based on a scale with a natural zero. In summary, nominal data can only be counted. Ordinal data can be counted and ranked. Interval data can also be added and subtracted, and ratio data can also be used in ratios and other calculations. Determining what type of data you have is one of the most important aspects of quantitative analysis. Depending on the research question, hypotheses, and research design, the researcher may choose to use descriptive and or inferential statistics to begin to analyze the data. Descriptive statistics are best illustrated when viewed through the lens of America's pastimes. Sports, weather, economy, stock market, and even our retirement portfolio are presented in a descriptive analysis. Basic terminology for descriptive statistics are terms that we are most familiar in this discipline. Frequency, mean, median, mode, range, variance, and standard deviation. Simply put, you are describing the data. Some of the most common graphic representations of data are bar graphs, pie graphs, histograms, and box and whisker graphs. Attempting to reach conclusions and make causal inferences beyond graphic representations or descriptive analyses is referred to as inferential statistics. In other words, examining the college enrollment of the past decade in a certain geographical region would assist in estimating what the enrollment for the next year might be. Frequently in education, the means of two or more groups are compared. When comparing means to assist in answering a research question, one can use a within-group, between-groups, or mixed-subject design. In a within-group design, the researcher compares measures of the same subjects across time, therefore within-group, or under different treatment conditions. This can also be referred to as a dependent-group design. The most basic example of this type of quasi-experimental design would be if a researcher conducted a pretest of a group of students, subjected them to a treatment, and then conducted a post-test. The group has been measured at different points in time. In a between-group design, subjects are assigned to one of the two or more groups. For example, Control, Treatment 1, Treatment 2. Ideally, the sampling and assignment to groups would be random, which would make this an experimental design. The researcher can then compare the means of the treatment group to the control group. When comparing two groups, the researcher can gain insight into the effects of the treatment. In a mixed-subjects design, the researcher is testing for significant differences between two or more independent groups while subjecting them to repeated measures. Choosing a statistical test to compare groups depends on the number of groups, whether the data are nominal, ordinal, or interval, and whether the data meet the assumptions for parametric tests. Nonparametric tests are typically used with nominal and ordinal data, while parametric tests use interval and ratio-level data. In addition to this, some further assumptions are made for parametric tests that the data are normally distributed in the population, that participant selection is independent, and the selection of one person does not determine the selection of another, and that the variances of the groups being compared are equal. The assumption of independent participant selection cannot be violated, but the others are more flexible. The t-test assesses whether the means of two groups are statistically different from each other. This analysis is appropriate whenever you want to compare the means of two groups, and especially appropriate as the method of analysis for a quasi-experimental design. When choosing a t-test, the assumptions are that the data are parametric. The analysis of variance, or ANOVA, assesses whether the means of more than two groups are statistically different from each other. When choosing an ANOVA, the assumptions are that the data are parametric. The chi-square test can be used when you have non-parametric data and want to compare differences between groups. The Kruskal-Wallis test can be used when there are more than two groups and the data are non-parametric. Correlation analysis is a set of statistical tests to determine whether there are linear relationships between two or more sets of variables from the same list of items or individuals, for example, achievement and performance of students. The tests provide a statistical yes or no as to whether a significant relationship or correlation exists between the variables. A correlation test consists of calculating a correlation coefficient between two variables. Again, there are parametric and non-parametric choices based on the assumptions of the data. Pearson R correlation is widely used in statistics to measure the strength of the relationship between linearly related variables. Spearman-Rank correlation is a non-parametric test that is used to measure the degree of association between two variables. Spearman-Rank correlation test does not assume any assumptions about the distribution. Spearman-Rank correlation test is used when the Pearson test gives misleading results. Often a Kendall-Taw is also included in this list of non-parametric correlation tests to examine the strength of the relationship if there are less than 20 rankings. Linear regression and correlation are similar and often confused. Sometimes your methodologist will encourage you to examine both the calculations. Calculate linear correlation if you measured both variables, x and y. Make sure to use the Pearson parametric correlation coefficient if you are certain you are not violating the test assumptions. Otherwise, choose the Spearman non-parametric correlation coefficient. If either variable has been manipulated using an intervention, do not calculate a correlation. While linear regression does indicate the nature of the relationship between two variables, like correlation, it can also be used to make predictions because one variable is considered explanatory while the other is considered a dependent variable. Establishing validity is a critical part of quantitative research. As with the nature of quantitative research, there is a defined approach or process for establishing validity. This also allows for the findings transferability. For a study to be valid, the evidence must support the interpretations of the data, the data must be accurate, and their use in drawing conclusions must be logical and appropriate. Construct validity concerns whether what you did for the program was what you wanted to do, or whether what you observed was what you wanted to observe. Construct validity concerns whether the operationalization of your variables are related to the theoretical concepts you are trying to measure. Are you actually measuring what you want to measure? Internal validity means that you have evidence that what you did in the study, i.e., the program, caused what you observed, i.e., the outcome, to happen. Conclusion validity is the degree to which conclusions drawn about relationships in the data are reasonable. External validity concerns the process of generalizing, or the degree to which the conclusions in your study would hold for other persons in other places and at other times. Establishing reliability and validity to your study is one of the most critical elements of the research process. Once you have decided to embark upon the process of conducting a quantitative study, use the following steps to get started. First, review research studies that have been conducted on your topic to determine what methods were used. Consider the strengths and weaknesses of the various data collection and analysis methods. Next, review the literature on quantitative research methods. Every aspect of your research has a body of literature associated with it. Just as you would not confine yourself to your course textbooks for your review of research on your topic, you should not limit yourself to your course texts for your review of methodological literature. Read broadly and deeply from the scholarly literature to gain expertise in quantitative research. Additional self-paced tutorials have been developed on different methodologies and techniques associated with quantitative research. Make sure that you complete all of the self-paced tutorials and review them as often as needed. You will then be prepared to complete a literature review of the specific methodologies and techniques that you will use in your study. Thank you for watching.

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• Published: 07 September 2024

Student involvement and innovative teaching methods in a biophilic design education pilot elective course in interior architecture

• Fulya Özbey   ORCID: orcid.org/0000-0001-5902-2165 1 , 2 &
• Simge Bardak Denerel 1  

Humanities and Social Sciences Communications volume  11 , Article number:  1155 ( 2024 ) Cite this article

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• Environmental studies

Biophilic design has gained popularity in interior design areas owing to its numerous advantages. Nevertheless, globally, Interior Architecture/Interior Architecture and Environmental Design departments lack adequate biophilic design courses in their curricula. This research investigates the impact of involving students in syllabus design and applying innovative teaching methods in a pilot elective course focused on biophilic design in interior spaces on student engagement and course sustainability. A new pilot elective course was introduced in the 2022–2023 Spring Semester at the Interior Architecture Department, Faculty of Architecture, Near East University, aiming to establish an enduring and captivating learning environment for students. Initially, a focus group study was conducted to measure students’ awareness of biophilic design and integrate their ideas regarding innovative learning methods into the syllabus for an engaging elective course. Strategies like interactive learning tools, group tasks, and peer assessments were incorporated throughout the course to enhance engagement. Analysis of end-of-course surveys and student observations revealed an augmented awareness of biophilic design among students and a positive influence of innovative learning methods on course sustainability. Thus, the study suggests that an elective course offers the potential to mitigate the deficiency of biophilic design integration in undergraduate programs, augmenting students’ awareness in this field. Moreover, new elective courses could deliver more sustainable and engaging learning experiences for enrolled students when structured through student involvement and innovative learning methods.

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Introduction.

The historical human-nature relationship has been disrupted by industrialization, leading to a growing recognition of the need for a mindful approach in the 21st century. Biophilia, our innate connection with nature, has evolved into Biophilic Design, enriching constructed spaces with natural elements. This design approach has proven advantages, enhancing workplace productivity, stress reduction, education outcomes, and healthcare recovery while aligning with sustainability efforts (Browning et al. 2014 ). Therefore, the incorporation of biophilic design in educational curricula has accumulated significant attention due to its confirmed benefits and to prepare students to meet industry demands because when considering the practice of interior architecture in the 21st century, it is observed that the understanding of biophilic design has been embraced by designers more than ever before in interior spatial design (Demirbaş & Demirbaş, 2019 ). Despite its acknowledged benefits, undergraduate education in biophilic design remains scarce, notably in Interior Architecture (IA) and Environmental Design (IAED). Few universities globally, in Türkiye and the Turkish Republic of Northern Cyprus (TRNC), offer specific courses in this field. According to the QS World University Rankings by Subject 2022: Art & Design indicates that out of the top 10 universities with IAED or IA departments, five universities do not offer any courses related to biophilic design. While one university includes a course on biomimicry, three lack accessible detailed course content. Only Aalto University offers an explicit course on biophilia, which is called “Biofilia ABC,” and a biophilia lab that emphasizes the integration of biophilic design into research and learning environments through interdisciplinary collaboration. The gap in biophilic design education is no different in Türkiye and the TRNC, where there are 84 universities with IAED or IA departments (41 having IAED departments 41 having IA departments, and 2 universities offering both), biophilic design education is significantly lacking. Out of these institutions, only 1 offers a dedicated “biophilic design” course at the undergraduate level (starting from 2023 to 2024 Fall Semester in İstanbul Galata University), and only 4 universities include the term “biophilia” in any course syllabus. Most universities have courses that focus on sub-topics of biophilic design, such as indoor landscaping, biomimicry, or the nature-human relationship and its representation. Surprisingly, 40 universities do not include any terms or subjects related to “biophilia” in their course names within the curriculum, further highlighting the scarcity of biophilic design education in the region. However, there’s a high demand for this knowledge among interior architects, indicating an educational gap that requires attention also supported by the survey conducted by Doğan ( 2021 ) targeting interior architects and space users, with a sample size of 285 respondents (139 interior architects and 146 general space users). The results indicated that 107 of the participating interior architects had not received formal education in biophilic design, underscoring the absence of biophilic design within many Turkish universities. However, 111 of the participants possessed knowledge of biophilic design, suggesting that they had sought information from external sources. To bridge the gap and promote biophilic design education at the undergraduate level, a dedicated elective course covering theoretical foundations and practical applications of biophilic design principles is crucial. By establishing a comprehensive biophilic design course, universities can equip students with the knowledge and skills needed to create sustainable, nature-inspired interior spaces and foster a deeper connection with the natural world. However, understanding students’ course selection motives, such as interest and perceived benefits, is crucial. Involving students in syllabus design enhances communication and caters to diverse learning styles, making courses more effective. This research investigates the impact of student involvement in creating a pilot elective on biophilic design for interior spaces. It explores how innovative teaching methods and course preparation influence student engagement and course longevity. Also, this research uses qualitative and quantitative methods, while delving into three key questions:

What is the awareness/knowledge level of undergraduate IA and IAED students in Türkiye and the TRNC regarding Biophilic Design?

Does a student-involved course syllabus preparation process enhance the sustainability and student commitment in biophilic design courses?

What challenges do instructors face in elective courses for Generation Z (Gen Z) students in IA and IAED programs? How can these be addressed to establish participatory course structures and enhance learning outcomes?

Literature review

Biophilic design is currently a popular topic, but its full integration into IA and/or IAED curricula is still lacking. In addition, the content and method of teaching the designed course are important for the biophilic design to take its place in education because elective courses in the curriculum offer students the opportunity to explore their interests and develop their individuality. Since this study delves into the effects of students taking part in developing a trial elective focusing on biophilic design for interior spaces, it aims to examine the influence of creative teaching approaches and course planning on student participation and the sustainability of the course this literature review includes two sections. The first one is biophilic design and its applications in interior architecture, and the second one is the role of elective courses in architectural education.

Biophilic design and its applications in interior architecture

Throughout history, humans have coexisted with and drawn valuable insights from the natural world (Turner et al. 2004 ; Wilson, 1996 ). However, the industrial revolution and global urbanization have severed this connection, resulting in significant environmental damage (Çorakçı, 2016 ). The civilizations that once dominated nature in the 18th and 19th centuries faced dire consequences for their environmental exploitation in the 20th century, leading to a growing realization in the 21st century of the need for a more conscientious approach to nature (Çorakçı, 2016 ). Erich Fromm introduced the concept of “biophilia,” signifying a deep love for all living beings (Heerwagen et al. 2012 ). Edward O. Wilson and Stephen R. Kellert expanded on this concept, proposing in “The Biophilia Hypothesis” (1993) that humans possess an innate inclination to connect with nature and other life forms (Kellert and Wilson, 1993 ). Biophilia is not an instinct-like breathing but emerges from biological tendencies shaped by learning and experiences, including emotions such as love, hate, and fear. Sociocultural factors influence its expression, evident in the symbolic use of nature in myths, religious beliefs, and meditations (Kellert and Wilson, 1993 ). Stephen Kellert’s research on biophilia led to its integration into architectural design, exemplified in “Building for Life” (2005). This laid the foundation for “Biophilic Design,” solidified in the initial edition of “Biophilic Design” (2008) with contributions from various researchers, defining it as “an innovative approach emphasizing the essential preservation, enrichment, and restoration of the positive human-nature connection within built environments” (Kellert et al. 2011 ).

Based on various research and perspectives, the principles and applications of biophilic design have been subject to numerous categorizations (Kellert et al. 2011 ; Browning et al. 2014 ). Nonetheless, at the core of all predominant categorizations lies the central theme of seamlessly incorporating elements of nature and natural phenomena into the constructed environment. In their seminal work, “Biophilic Design: The Theory, Science and Practice of Bringing Buildings to Life,” Kellert et al. ( 2011 ) delineated six fundamental principles of biophilic design, which encompass “Environmental Features, Natural Shapes and Forms, Natural Patterns and Processes, Light and Space, Place-Based Relationships, and Evolved Human-Nature Relationships.” These principles collectively offer a comprehensive framework for the establishment of harmonious human-built environments.

The application of biophilic design principles within interior spaces involves the deliberate integration of nature-inspired elements to foster a more harmonious and productive milieu. Common manifestations of biophilic applications include the utilization of natural lighting, incorporation of indoor flora, utilization of natural materials, the inclusion of water features, and the provision of vistas that connect with natural settings. The empirical evidence underscores the multifaceted advantages of biophilic design on human well-being and productivity. For instance, a study conducted by Sanchez et al. ( 2018 ) substantiates the notion that biophilic design features enhance workplace performance. In a subsequent study by Aristizabal et al. ( 2021 ), it was established that a multisensory biophilic environment not only improved cognitive performance but also mitigated stress levels while enhancing overall satisfaction with the workplace environment. Furthermore, research conducted by Sayed et al. ( 2021 ) has demonstrated that the incorporation of biophilic principles into educational spaces engenders improved concentration levels, higher attendance rates, and enhanced academic performance among students. Beyond the realms of work and education, the beneficial impact of biophilic design extends to healthcare settings, as underscored by studies conducted by Samir ( 2021 ) and Totaforti ( 2018 ). These studies reveal that biophilic design elements contribute to alleviating patient fatigue and expediting the healing process. Lastly, Newman et al. ( 2012 ) underscore the potential economic advantages associated with the integration of biophilia into design practices. This includes reduced energy consumption, enhanced biodiversity, and, in addition, improvements in well-being and productivity, ultimately aligning with sustainability and ecological preservation efforts.

The role of elective courses in architectural education

Universities offer students various opportunities to pursue their academic goals. Elective courses, in particular, allow students to pursue their aspirations, develop virtual goals, and broaden their educational content (Movchan and Zarishniak, 2017 ). Also, elective courses enable students to study subjects that satisfy their interests, abilities, and career determination while seeking to develop the individuality of each student (Ghonim and Eweda, 2018 ). Architectural education is a multidisciplinary field that imparts both technical knowledge and social responsibility to students. Integrating elective courses into the curriculum can ensure a well-rounded education and exposure to a diverse range of subjects. This is essential for developing a holistic understanding of the role of architecture in society and the importance of ethical principles and values for architects (Ghonim and Eweda, 2018 ). Thus, there arises a compelling need to establish a novel pedagogical framework emphasizing self-directed learning among graduating architects guided by their mentors. Consequently, educational models must emphasize the cultivation of imaginative thinking, keen observation, and active engagement, especially when incorporating innovative instructional resources aligned with these objectives (Fernandez-Antolin et al. 2021 ). The flexible nature of the elective factor allows for dynamic updates to reflect contemporary issues and developments in the field, marketplace, and society. When offering new elective courses, considerations should include program orientation, student interests and needs, and faculty specialization (Ghonim and Eweda, 2018 ).

Additionally, to provide an effective elective course in architectural education, it is crucial to not only consider the students’ interests and needs but also their reasons for selecting an elective course. In the study conducted by Ting and Lee ( 2012 ), an investigation was undertaken to explore the various factors that exert an influence on students’ selection of elective courses. The researchers identified a multitude of determinants, which include the perceived level of interest in the subject matter, the perceived difficulty of the course content, the perceived leniency of the instructor, the potential acquisition of future career skills, the impact of external influences, the instructor’s popularity or personality, the timing of the class in terms of the day of the week and meeting hour, the reputation of the university, the suitability of the subject matter, and the class size. Another aspect of an effective elective course is the level of student involvement in the course. This process is not only limited by the course duration but might start from the syllabus design process. Research conducted by Cook-Sather ( 2014 ) has underscored the significance of involving students in the design of syllabi, highlighting its positive impact on teacher-student communication and collaboration. This proactive approach has enabled educators to gain a deeper understanding of students’ motivations and learning styles, facilitating the tailoring of instructional methods to better suit individual needs. Furthermore, a study conducted by Bovill et al. ( 2011 ) has demonstrated that the inclusion of students in syllabus design has resulted in heightened levels of self-regulation and metacognitive awareness. Students have become more attuned to their learning strategies, fostering an increased propensity for engaging in self-directed learning practices. Practitioner-researchers Zereyalp and Buğra ( 2019 ) have ascertained that the incorporation of students’ voices in syllabus development substantially contributes to the efficacy of the syllabus. This contribution manifests in the form of fostering open and constructive communication with students, thereby better aligning the syllabus with their needs and expectations.

Methodology

This study adopted a mixed-method research approach, which integrated focus group studies, interviews, case studies, and participant observation methods. Since this research involves gathering both qualitative and quantitative data together into a single platform to obtain a comprehensive understanding of the topic from various perspectives, including those of students and instructors, a mixed research approach is considered well-suited for this study (Mulisa, 2022 ). The research methodology consisted of three distinct sequential steps.

In the initial step, the emphasis was on preparing the syllabus of the pilot elective course (case study) and addressing the first two research questions. Data collection was primarily facilitated through focus group studies and interviews, with subsequent qualitative analysis applied.

The second step involved data collection during the course period, treated as a case study for addressing both the second and third research questions. During this phase, participants (comprising students enrolled in the pilot elective course) were subject to observation, alongside the administration of concise questionnaires. Subsequently, the results obtained from these questionnaires, encompassing both qualitative and quantitative data, underwent rigorous analysis.

The third and final step entailed comprehensively analyzing the amassed data to substantiate the study’s hypotheses.

A succinct summary of the research methods and evaluation techniques utilized throughout the study is presented in Fig. 1 , the research methodology flowchart.

Methodology flowchart.

Data collection

In the initial phase of data collection for this study, a pilot focus group investigation was undertaken with five sophomore students from Yaşar University’s (YU) Department IAED. These students were selected for their qualifications aligning with the primary focus group participants. The purpose of this pilot study was to assess the reliability of the research questions, as outlined by Nagle and Williams ( 2013 ), which had been prepared for the forthcoming focus group studies. The designated questions were sequentially presented to the students, and their responses were meticulously evaluated. The outcomes of this pilot focus group analysis indicated that the formulated questions were sufficiently effective in eliciting the necessary data for the subsequent primary focus group study. The selection of participants for the focus group sessions was carried out through the convenience sampling method to have individuals with characteristics of the overall population (students who enrolled in the elective course), proposed by Nagle and Williams ( 2013 ). The focus group inquiries were methodically administered to the students, and the ensuing responses were subjected to qualitative analysis. These focus group sessions were conducted on November 22nd and 23rd, 2022, involving ten students from Near East University (NEU), and subsequently on December 1st and 2nd, 2022, with the participation of eight students from YU.

The interview phase of the research was executed on November 22nd and December 2nd, 2022, involving three instructors from the Faculty of Architecture, each responsible for teaching various elective courses at YU and NEU. During these interviews, the instructors were probed about their approaches to curriculum development, the selection of assessment methods, strategies employed to foster student engagement, utilization of innovative pedagogical techniques, and their course adaptation procedures based on end-of-semester feedback.

The insights garnered from both the instructor interviews and the focus group sessions constitute the primary data sources for the case study under investigation. The subsequent step in the data collection process for this study was designed to coincide with the case study. During this stage, the students enrolled in the pilot elective course served as subjects of observation, while periodic administration of concise online but with clear, targeted questions that aligned with the learning objectives and teaching effectiveness of the course questionnaires allowed for ongoing data acquisition. The reason for choosing the online survey method for the end-semester feedback is that online surveys are straightforward, anonymous, and time-efficient (Moss & Hendry, 2002 ). Also, emphasizing the anonymity and confidentiality of responses can encourage students to provide honest feedback to have more reliable results even with a small group of sample. Last but not least, the necessary permissions were obtained from the NEU Scientific Research Ethics Committee for all stages requiring data collection.

Data analysis plan

In the initial phase of data collection, a comprehensive data analysis plan was formulated, which encompassed the incorporation of data derived from primary and secondary sources. The data amassed during this first step underwent a rigorous evaluation employing qualitative methodologies. Subsequently, an insightful case study was methodically created, drawing from the analytical findings obtained from the gathered data.

In the subsequent phase, which unfolded within the context of the aforementioned case study, the participants were subjected to systematic observations, and periodic surveys were administered to solicit their responses. Data collection culminated upon the conclusion of the case study. To facilitate a comprehensive analysis of these diverse data sources, a well-structured approach was devised, combining qualitative techniques for the assessment of participant observations and a blend of both qualitative and quantitative methods to scrutinize the results derived from the periodic surveys. In addition, the reliability of the course evaluation results was validated by triangulating the survey findings with other assessment measures, such as students’ academic performance or assignment quality.

Ultimately, the data at hand was subjected to a robust interpretative process, and it was the intent to engage in a thoughtful deliberation of the hypotheses in accordance with the insights gleaned from the case study.

Focus group study and interviews

For this study, pilot elective courses titled “TMF 444 İç Mimarlıkta Biyofilik Tasarım “ and “FAE424 Biophilic Design in Interior Architecture” were offered in both Turkish and English language departments during the 2022–2023 Spring Semester at the Faculty of Architecture, Department of Interior Architecture, Near East University. However, before opening the courses in line with the stated objectives and methodologies of the research, students were actively involved in the curriculum development processes of these courses, with the aim of creating a more efficient and dynamic elective course. Additionally, the opinions of various faculty members were sought.

Initially, a focus group study with open-ended questions was conducted with a total of 18 students, 10 from NEU’s and 8 from YU’s Faculty of Architecture. The responses from this study were evaluated using the MAXQDA 2022 (VERBI Software, 2021 ) program and subjected to the keyword analysis method. The study sought to ascertain the student’s familiarity with the concept of biophilic design, their expectations for an upcoming elective course on this subject, their preferences for course activities and assessment methods, their views on effective teaching techniques, and their integration into academic courses, as well as the motivating factors driving their active engagement in these courses. The analysis highlights from the focus group study are summarized in Table 1 .

The highlights from the interviews with the instructors indicated that it is important to approach students in a friendlier manner and use innovative teaching techniques to create a more engaging class environment while considering students’ voices to develop the course in general.

Course period

After evaluating the data in Table 1 and the interview outputs, course contents for TMF 444 and FAE 424 were developed following the NEU course content development rules. An overview of the course syllabus is presented in Table 2 .

The 14-week course commenced with an introductory week, determining the student demographic, midterm and final assessments, and administering a survey on students’ perceptions of biophilic design, innovative learning methods, and in-class motivations. Weeks 2–8 predominantly focused on various topics such as the concept of biophilia, patterns and health impact of biophilic design, differences and similarities between biophilic design and sustainable design, the concept of biophilic cities, and some practical ways of incorporating biophilic design principals to the interior spaces as well as the examination of example case studies. Week 9 centered around the midterm presentation, involving the analysis of a chosen structure based on biophilic design criteria. Weeks 10–14 were allocated for the creation of an interior design project emphasizing biophilic design, followed by desk critiques. Ultimately, developed projects were submitted as the final assessment.

In the proposed pilot elective course, 26 students enrolled in the Turkish section, while 11 students registered for the English section. Among these, 20 students attended the Turkish course, and 7 students attended the English course for the whole semester. The overall distribution of students by department and class includes 16 Interior Architecture students (14 undergraduate 3rd year, 2 undergraduate 4th year) and 9 Architecture students (1 undergraduate 1st year, pursuing a double major, 1 undergraduate 2nd year, 4 undergraduate 3rd year, and 3 undergraduate 4th year). Given that a substantial proportion of students enrolled in both FAE 424 and TMF 444 courses are representative of Generation Z, this study also investigates the challenges encountered by instructors in this demographic context. As the course unfolds, the difficulties of being an instructor in a class dominated by Gen Z learners are explored. The paramount question becomes: how can these challenges be effectively addressed, and what methods can be employed to construct a participatory course structure that enhances learning outcomes? Drawing inspiration from contemporary educational research, including works by Orr et al. ( 2021 ), Saxena and Mishra ( 2021 ), Szabó et al. ( 2021 ), Chan and Lee ( 2023 ), Mohr and Mohr ( 2017 ), Marie and Kaur ( 2020 ), and Jaleniauskiene and Juceviciene ( 2015 ) this study consolidates diverse strategies to enhance the student engagement and participation for teaching Gen Z in higher education. As, Orr advocates for an academic coaching model, emphasizing transformational learning. Saxena proposes gamification as a motivational tool, and Szabó underscores the significance of incorporating various information technologies, such as e-learning and gamification, to boost student motivation and skill development Chan’s study delves into Gen Z students’ perceptions of generative AI in higher education, noting their optimism for its benefits—enhanced productivity and personalized learning. However, it emphasizes the concerns raised by Gen X and Gen Y teachers regarding overreliance and ethical implications, highlighting the importance of integrating technology with traditional teaching methods for a more effective learning environment. Mohr’s study emphasizes the significance of understanding generational profiles to improve course assignments and communication approaches. The findings emphasize the need for instructors to adapt teaching methods to align with Gen Z’s preferences for technology-driven and visually engaging educational experiences, and Marie’s research highlights Gen Z’s inclination towards a digitized learning environment, emphasizing the importance of adapting academic opportunities to meet their diverse needs and foster critical 21st-century skills like critical thinking and creativity. Finally, Jaleniauskienė's study focuses on reshaping educational environments to cater to Gen Z’s learning preferences. The recommendations span from redesigning physical and non-classroom spaces to accommodate diverse learning styles, integrating active learning methodologies, fostering collaborative environments (both physical and virtual), and leveraging technology as mindtools to enhance cognitive functions and engage visually oriented learners. In summary, advocation for a multifaceted approach that integrates technology, personalized coaching, gamification, and varied pedagogical strategies to create engaging, transformative, and inclusive learning environments for Gen Z learners.

Therefore, interactive presentations were prepared during the course, leveraging Genially (Genially Web, S.L., 2021 ) and Gamma (Gamma Tech, Inc., 2022 ), as they facilitated engagement, aligning with the 5 students who identified the fluidity of course delivery as a significant motivator for participation. To maintain interactivity and motivation, quizzes at the end of the course were conducted through Quizizz (Gupta and Cheenath, 2015 ), with a 10-point bonus awarded to the student with the highest quiz average throughout the semester. Moreover, practical exercises were conducted utilizing Miro (Khusid and Shardin, 2011 ) to incorporate active learning strategies, thereby cultivating collaborative learning settings. A specific instance of the Miro exercise is illustrated in Fig. 2 .

In-class exercise by Miro.

While implementing the assignments, based on the findings from the focus group study, even if the majority of students expressed a preference for being able to choose assignment types, it was acknowledged in interviews that this approach might lead to potential issues, such as providing enough sources for each type of assignment or concerns related to students blaming each other for grades, finding others’ assignments easier, etc. Consequently, for this pilot course, it was decided that the assignment types would be determined by the course instructor, and for midterm and final assessments, students would be consulted at the beginning of the course to reach a decision by majority agreement. Additionally, as 8 of the students expressed the utility of peer evaluations, and recognized their potential to enhance motivation and interest in the course, a 10-point peer evaluation criterion was incorporated into one of the assignments and midterm presentations. The assignment incorporating peer assessment was a brief research task, designed to encourage students to share their findings during class and contribute to each other’s ideas. The assignment brief and grading criteria are outlined in Fig. 3 .

Assignment 1 brief and grading criteria.

For the midterm assessment, students were expected to select a structure and analyze it based on the principles of biophilic design, presenting their analysis during class. Peer assessment was incorporated during the midterm too, where students evaluated each other’s presentations. Last but not least, in the final assessment, influenced by both the preference for project submissions by 2 of the students and the suggestion of integration with project or studio courses 2 students were required to choose an area from project courses. They were expected to develop their designs for three weeks based on the desk critics, express them through technical drawings, and provide a written explanation of how they integrated biophilic design principles. The midterm and final briefs, along with grading criteria, are illustrated in Fig. 4 .

Midterm and final briefs.

Additionally, although field trips were identified as a factor that could enhance student motivation and contribute to achieving the learning outcomes of the course, they could not be added to the course content due to financial constraints. Nonetheless, an exploration of a diminutive village distinguished by a plethora of biophilic attributes in the TRNC was undertaken in collaboration with two students from the course. The ensuing research findings were subsequently disseminated and made publicly accessible via the webpage hosted by the biophilic cities network (Özbey et al. 2023 ).

This section includes the results of qualitative and quantitative assessment surveys conducted at the beginning and end of the course. The findings in this section are broadly analyzed in the discussion section.

Pre-course expectations and motivations

A brief survey was administered to 27 enrolled students within the initial week of the course to measure their awareness and expectations concerning biophilic design, the course syllabus, and innovative learning methodologies. Furthermore, the delineation of a course syllabus was elucidated to students, and the impact of a student-contributed syllabus on enrolled students was examined. Out of the enrolled students, 25 participated in the survey, and the outcomes, encompassing their knowledge levels and application of biophilic design principles, have been consolidated in Fig. 5 .

Summary of pre-course survey (Biophilic design knowledge).

According to the table, participants’ familiarity with biophilic design varied across the terms “biophilia” and “biophilic design,” with a higher level of recognition for the former term than the latter. However, awareness of the “Six Principles of Biophilic Design” was notably lower, indicating a more diverse range of responses across the spectrum from familiarity to unfamiliarity with these principles. There’s a strong consensus among respondents that biophilic design should be integrated into interior design, particularly in emphasizing the importance of designs that amalgamate nature, humanity, and architecture. Participants largely acknowledge that the weakening of connections between nature and humanity can adversely affect human life. There’s substantial agreement on the positive impact of natural light and ventilation on health, success, and work productivity in spaces. The use of “plants” as a design element in interiors garners notable agreement, while the inclusion of a “water element” seems to have a mixed response.

When examining students’ expectations regarding course syllabus and innovative learning methods, a majority of respondents concur that the provided learning outcomes and resources exhibit direct relevance to the course. Furthermore, there is a prevailing consensus indicating that the assessment methods delineated in the syllabus maintain a sense of equilibrium. A significant majority of students express confidence in their ability to extrapolate and apply the course content to other academic subjects. The recognition of abundant opportunities for peer interaction, notably through group discussions and activities, is acknowledged by a substantial number of participants. Regarding familiarity with interactive learning tools such as Sli.do, Padlet, Kahoot, and similar platforms, respondents exhibit varying degrees of awareness and experience with these tools. A comprehensive summary of the distribution of students’ survey responses is outlined in Fig. 6 .

Summary of pre-course survey (evaluation, of course, syllabi, and innovative learning methods).

Post-course reflections and feedback

Feedback on the co-design process, learning environment, and their influence on student engagement.

Out of the 27 students attending the course, 23 voluntarily responded to the survey conducted at the end of the semester. When considering the effects of the student-contributed course syllabus and the interactive course format on student obligations, it becomes evident that students derive pleasure from the interactive format and perceive the course as a conducive space for engaging with their peers. Moreover, students found the short quizzes administered at the end of the course both enjoyable and beneficial. The evaluation methods, such as assignments, midterms, and finals determined based on the preferences of students enrolled in the class and who attended focus group sessions, have been deemed sufficient by a significant majority of students for assessing and presenting their knowledge. Additionally, students expressed enjoyment and perceived usefulness from the group activities and peer assessments conducted during the course. The responses of students regarding the co-design process and its impact on their engagement have been summarized in Fig. 7 .

The responses of students regarding the co-design process and its impact on their engagement.

Feedback on the biophilic design knowledge, learning outcomes, and course instructor

In the end-of-term evaluation survey responded to by 23 students, in addition to gathering insights on students’ perspectives concerning the course period and assessment methods, inquiries were also posed regarding their understanding of biophilic design concepts, perceptions of the course’s learning outcomes, and the instructor’s behavior during the class.

In the students’ end-of-term survey regarding biophilic design, a notable pattern emerges: the respondents consistently exhibit a significant degree of familiarity and comprehension spanning a wide range of biophilic design concepts. This pattern underscores a robust knowledge improvement within the surveyed group, showcasing a comprehensive understanding of various aspects of the biophilic design domain. According to the survey results, there is a high level of agreement regarding the awareness of specific terminologies associated with biophilic design. However, there are slight differences in the degree of familiarity with specific aspects of biophilic design. Additionally, a substantial majority expressed confidence in their capability to extrapolate and apply the course content to other academic disciplines. Furthermore, students conveyed a sense of acquiring substantial knowledge and awareness about biophilic design during the course, enabling them to engage in comprehensive discussions on the subject and confidently evaluate the built environment using biophilic design principles by the course’s conclusion. The participants’ responses regarding their knowledge of biophilic design have been summarized in Fig. 8 .

The responses of students regarding the biophilic design knowledge.

About the evaluation of learning outcomes and instructor’s performance, there was a notable consensus among respondents. Nineteen students strongly agreed, and four students agreed that the learning outcomes were intricately linked to the course content. Moreover, a significant majority of students strongly agreed or agreed that the course provided pertinent resources aligning with the subject matter. Notably, students exhibited high positivity towards the course instructor, indicating satisfaction and understanding in various aspects. They strongly agreed or agreed that the instructor’s explanations regarding assessment methods were lucid, demonstrating a clear grasp of evaluation criteria. Moreover, students found the instructor’s approach in the course to be fitting and the responses indicate a high level of endorsement for the course. Twenty respondents strongly agreed, while three respondents agreed that they would recommend the course to others. The responses related to students’ perceptions of learning outcomes, the instructor, and the overall quality of the course are presented in Fig. 9 for reference.

Evaluation of learning outcomes, instructor’s behavior, and course quality.

Findings from the student co-design process

In the context of IA/IAED teaching, the integration of student co-design processes into elective courses is not a deeply studied area. As mentioned in the introduction part, while there are several courses addressing biophilic design principles, there’s a noticeable gap in the literature regarding specific content and teaching methodologies employed in these courses. Therefore, this study not only delves into students’ perceptions and preferences but also aims to bridge this gap by showcasing how student input can enrich course content and delivery. The findings from the student co-design process provided valuable insights into various aspects of the course, including the students’ familiarity with biophilic design, their expectations for the elective course, their preferences for course activities and assessment methods, their views on effective teaching techniques, and the motivating factors driving their active engagement in the course. The majority preferred a practice-based course, indicating a desire for hands-on learning experiences. Additionally, suggestions for field trips, theory-based learning, online delivery, workshop sessions, multimedia, and flexible design options were also mentioned. These preferences highlight the importance of incorporating a variety of teaching methods and activities to cater to different learning styles and interests. The students’ preferences for course activities and assessment methods were also explored. Field trips, model-making assignments, discussion and debate sessions, and group work were suggested by the students. The majority of students found group work highly beneficial, while some expressed uncertainty. Peer evaluations were perceived as essential by a significant portion of students, although reservations were also expressed. End-of-course quizzes were valued by half of the students, but reservations were also present. These findings indicate the importance of incorporating a mix of individual and collaborative activities, as well as diverse assessment methods, to cater to the preferences and needs of the students. In terms of assessment type and selection preferences, project-based assignments and presentations were favored by the majority of students. Written assignments were also preferred by a significant portion of students, while research assignments were less favored. The students’ preferences for assignment types and their involvement in the selection process were also explored. The majority of students preferred to select their own assignment types, while some preferred a collective decision through group discussion. Only a small percentage believed that course instructors should determine the assignment types. These findings suggest that involving students in the assignment selection process can enhance their engagement and motivation. The students’ preferences for assessment methods were similar to their preferences for assignment types. Project-based assignments, presentations, and written assignments were the most preferred methods. Some students expressed a desire for a diverse array of assignments to be valued equally, while others had no specific preference. These findings highlight the importance of incorporating a variety of assessment methods to cater to the diverse preferences and strengths of the students. Based on the findings from the focus group study, interactive presentations, online quizzes, practical exercises, and peer evaluations were incorporated into the course. These strategies aimed to enhance student engagement, motivation, and collaborative learning. The findings from the student co-design process provided valuable insights into the students’ preferences, needs, and motivations, which were incorporated into the course structure. The incorporation of interactive and innovative teaching methods, diverse assessment methods, and opportunities for peer interaction aimed to enhance overall student engagement, motivation, and learning outcomes. Those preferences of the students including emphasis on interactive and innovative teaching methods, as well as opportunities for peer interaction and feedback, not only enhance student engagement and motivation but also reflect the changing educational environment in IA/IAED. By focusing on collaborative learning, student-centered methods, and incorporating real-world experiences into the curriculum by embracing the student co-design process, educators can create more dynamic and responsive learning environments that prepare students for the complexities and challenges of contemporary design practice.

Findings from student evaluations

Overall student satisfaction and engagement.

The findings from this study highlight the importance of incorporating diverse pedagogical strategies and technology tools to create engaging and inclusive learning environments for Gen Z learners. The recommendations provided for the course implementation, such as redesigning physical and non-classroom spaces, integrating active learning methodologies, fostering collaborative environments, and leveraging technology as mindtools, align with the preferences and motivations expressed by the students in this study. One of the key findings is the positive impact of interactive presentations prepared using Genially and Gamma. These tools facilitated engagement and were particularly appealing to the 5 of the students who identified the fluidity of course delivery as a significant motivator for participation. This suggests that incorporating interactive elements in presentations can enhance student engagement and motivation. To maintain interactivity and motivation throughout the course, quizzes were conducted using Quizizz. The inclusion of a 10-point bonus for the student with the highest quiz average throughout the semester further incentivized participation. The positive response from students indicates that gamification elements can enhance motivation and make the learning experience more enjoyable. Practical exercises conducted using Miro incorporated active learning strategies and fostered collaborative learning settings. This aligns with the recommendations for fostering collaborative environments, as students expressed a preference for group discussions and activities. The use of Miro allowed students to actively participate and contribute to each other’s ideas, further enhancing the collaborative learning experience. The findings also highlight the importance of considering potential issues when implementing certain assignment types. While the majority of students expressed a preference for being able to choose assignment types, concerns were raised about providing enough sources for each type of assignment and potential issues related to grades and comparisons among students. To address these concerns, the assignment types were determined by the course instructor, with student consultation for midterm and final assessments. This approach allowed for a balance between student preferences and practical considerations. The inclusion of peer evaluations in one of the assignments and the midterm presentation was well-received by students. Peer evaluations were identified as a utility by 8 of the students and were seen as a way to enhance motivation and interest in the course. The assignment incorporating peer assessment encouraged students to share their findings and contribute to each other’s ideas, fostering a collaborative learning environment. The positive response from students suggests that peer evaluations can be an effective tool for enhancing motivation and engagement. In the final assessment, students were given the opportunity to choose an area from project courses and develop their designs based on the principles of biophilic design. This aligns with the preferences expressed by 2 of the students for project submissions and integration with project or studio courses. By allowing students to apply their knowledge and skills to a real-world design project, the final assessment provided a meaningful and relevant learning experience. Although field trips were identified as a factor that could enhance student motivation and contribute to achieving the learning outcomes of the course, financial constraints prevented their inclusion in the course content. However, an exploration of a diminutive village with biophilic attributes was undertaken in collaboration with two students from the course. These research findings were disseminated and made publicly accessible, providing an alternative way for students to engage with real-world examples of biophilic design.

The survey results regarding students’ understanding of biophilic design concepts indicate a high level of familiarity and comprehension. The respondents consistently exhibited a significant degree of knowledge improvement, showcasing a comprehensive understanding of various aspects of biophilic design. This suggests that the course content and interactive learning methods were effective in enhancing students’ knowledge and awareness of biophilic design. The evaluation of learning outcomes and the instructor’s performance received a notable consensus among respondents. Students strongly agreed that the learning outcomes were intricately linked to the course content and that the course provided pertinent resources aligning with the subject matter. The high positivity towards the course instructor indicates satisfaction and understanding in various aspects, including the clarity of assessment methods and the instructor’s approach to the course. Overall, the findings from this study support the recommendations for a multifaceted approach that integrates technology, personalized coaching, gamification, and varied pedagogical strategies to create engaging, transformative, and inclusive learning environments for Gen Z learners. The incorporation of interactive presentations, quizzes, practical exercises, peer evaluations, and real-world design projects was well-received by students and contributed to their engagement, motivation, and knowledge improvement.

Impact of the course on biophilic design knowledge and skills

The analysis of students’ familiarity with the terms “biophilia” and “biophilic design” at the beginning and end of the term indicates a notable shift in their comprehension. At the start of the term, a majority of respondents were not acquainted with these terms, with a significant number either undecided or expressing disagreement with their familiarity. However, by the term’s conclusion, there was a remarkable increase in familiarity with both concepts. For “biophilia,” the number of respondents familiar with the term rose considerably, from 9 at the beginning to 23 by the term’s end, with no disagreement or uncertainty recorded at the conclusion. Similarly, for “biophilic design,” familiarity surged notably, with 22 respondents indicating acquaintance at the term’s end, compared to 10 at the outset. These shifts underscore a significant improvement in students’ understanding and awareness of these fundamental concepts related to biophilic design throughout the course duration. This finding is supported by the strong consensus among the respondents, with 21 students strongly agreeing and 2 agreeing that they feel confident in their understanding of biophilic design. This indicates that the course has effectively imparted the necessary information and concepts related to biophilic design, enabling students to engage in discussions about it with others. This is an important outcome, as it demonstrates that the students have not only acquired knowledge but also the ability to communicate and share their understanding of biophilic design with their peers and beyond. Furthermore, the majority of respondents also expressed confidence in their ability to assess the built environment using the principles of biophilic design. This finding is significant as it suggests that the course has not only provided theoretical knowledge but has also equipped students with practical skills to apply these principles in real-world scenarios. The high number of students who feel confident in their ability to evaluate environments based on biophilic principles indicates that they have developed a strong understanding of how to analyze and assess the built environment through the lens of biophilic design.

Implications for IA and IAED education

The insights derived from the student co-design process within the interior architecture course present a rich tapestry of students’ perspectives, expectations, and preferences, offering profound implications for the realm of interior design education. Student’s alignment of assessment method preferences with specific assignment types, notably favoring project-based tasks, presentations, and written assignments, underscores the need for a diverse array of evaluation techniques catering to varying student preferences and strengths. These findings emphasize the importance of incorporating multifaceted assessment approaches to accommodate diverse student needs effectively. Leveraging the insights gleaned from focus group studies, the course structure was revamped to integrate interactive presentations, online quizzes, practical exercises, and peer evaluations, aiming to augment student engagement, motivation, and collaborative learning experiences. These adjustments reflect an alignment with students’ identified preferences and requirements, enhancing the overall pedagogical environment. In the realm of interior design education, these findings bear pivotal implications. The involvement of students in shaping course elements not only empowered their engagement but also streamlined the course content to meet their needs and motivations. The integration of interactive teaching methodologies, diverse assessment strategies, and avenues for peer interaction aimed to foster heightened student engagement, motivation, and ultimately, enriched learning outcomes within the IA and IAED curriculum. Moreover, the study’s broader implications resonate beyond the educational sphere. The students’ strong confidence in discussing biophilic design and applying it to varied contexts underscores the significance of interdisciplinary approaches in design education. Equipping students with transferable skills cultivates a comprehensive understanding of design principles, essential in the multifaceted domain of IA and IAED, where considerations encompass human well-being, spatial functionality, and environmental sustainability. The findings also suggest a potential cadre of competent professionals poised to advocate for and implement biophilic design principles within the industry. In conclusion, this study delineates the success of the course in imparting knowledge, nurturing critical thinking abilities, and enabling practical application of learning. Moving forward, it underscores the importance of continuous exploration and development of innovative teaching methodologies, advocating for immersive and experiential learning activities to enhance students’ grasp and application of biophilic design principles within the sphere of IA and education.

The purpose of this research was to investigate the impact of an elective course, designed collaboratively with student contributions and integrated with innovative learning methodologies, focused on biophilic design for interior spaces. Addressing specific research questions, this study examined the preparation process of the course, the influence of innovative learning methods on student participation, and the enduring impact of the course.

First, the study assessed the curricula of IA/IAED programs in Turkey and TRNC and found a significant educational gap, which was also supported by literature (Doğan, 2021 ). Only one university offered a dedicated course (Galata University, starting from 2023 to 2024 Fall Semester) and a few as part of sustainability-related courses. Therefore, to improve the improved student awareness and confidence in understanding biophilic design, indicating effective education advancement and real-world application readiness a newly introduced elective course was offered.

Additionally, the study aimed to evaluate how effective a course structure designed by students was in enhancing the long-term retention of biophilic design knowledge in interior spaces. It drew from research advocating for student-driven content to increase engagement and commitment, focusing on creating a more interactive learning environment. The study emphasized collaborative learning methods, group work, presentations, project-based assignments, and peer interactions by involving students in designing the course syllabus and analyzing their expectations through group sessions. The student-influenced course structure received positive feedback from end-of-term surveys, with students expressing satisfaction and active engagement, particularly appreciating group activities, peer assessments, and interactive formats such as quizzes.

Lastly, the research investigated the specific hurdles encountered by instructors teaching elective courses primarily attended by students from Gen Z enrolled in IA or IAED programs. These challenges encompassed addressing short attention spans, tendencies towards multitasking, and the need for technical proficiency. To mitigate these challenges, the study proposed potential solutions, including incorporating frequent breaks, employing interactive teaching methodologies, and providing targeted, concise assignments tailored to accommodate the unique traits of Gen Z learners. The study underscores the importance of utilizing an interactive course format, highlighting the significance of diverse teaching methods and technology in effectively engaging Gen Z students. The recommendations put forward, such as promoting active learning, creating collaborative spaces, and integrating technological tools like Genially and Gamma, are aligned with the preferences of these students. The integration of interactive presentations and quizzes on platforms like Quizizz served to motivate active participation, while the use of Miro for exercises fostered collaborative learning, resonating with students’ preference for group engagement and discussions. These strategic approaches significantly elevated student engagement and contributed to cultivating an inclusive and enriching learning environment.

Lastly and significantly, summarizing the instructor’s observations and dialogs with students during the pilot course, the use of interactive materials and methods significantly contributed to students’ engagement levels. Student feedback reflects a positive reception towards the interactive quiz format, contrary to their anticipation of traditional or system-based exams, finding the interactive format enjoyable and engaging. Personal observations indicate that students, being accustomed to short quizzes at the end of classes, consciously ensure their phones are charged before class and quickly review their notes or discuss potential questions during breaks. Furthermore, the activities conducted on Miro transformed into templates and content used by students in midterms and finals. Students have taken peer evaluations seriously, demonstrating fairness in the assessment process. Notably, there is alignment observed between the instructor’s grading and the grades derived from peer evaluations, even among students who have reported personal issues. Some students have gone above expectations, opening additional subsections for thorough grading in peer evaluations. However, despite these positive aspects, the success achieved in midterms was not replicated in finals due to scheduling conflicts during the final exam period and students’ prioritization of mandatory courses. Despite being informed that desk critics before the final submission influence their final grades, only a minimal group actively participated in all critiques.

Conclusively, this research underscores the vital role of student-inclusive and innovative courses in addressing educational gaps, emphasizing the need for dedicated biophilic design education in IA or IAED programs. By fostering interactive learning and addressing Generation Z’s learning needs, tailored courses can significantly enhance engagement and knowledge acquisition. This study encourages the integration of innovative teaching methods to create inclusive and engaging learning environments in design education.

Limitations of the pilot study

Since the course was offered as a faculty elective course in Near East University for the 2022–23 Spring Semester, only the proposed pilot elective course attracted a total of 26 students in the Turkish section and 11 students in the English section. Out of these, only 20 students attended the Turkish course for the entire semester, while 7 students attended the English course consistently. The relatively small sample size and the imbalance between the two language sections may affect the generalizability of the findings. However, while the numbers do highlight a relatively small sample size and an imbalance between the two language sections, these factors might not entirely undermine the validity of the findings. The consistent attendance of 20 students in the Turkish section and 7 students in the English section throughout the semester might actually provide a focused understanding of how interactive activities impact a committed subset of students. Furthermore, while the sample size could restrict the application of these findings to a wider population, it does not invalidate the insights gained from this specific group. Other research studies, as highlighted by Fernandez-Antolin et al. ( 2021 ), have also utilized similar approaches with smaller student cohorts. These attendance figures could still offer meaningful qualitative data regarding the effectiveness of hands-on activities in engaging students within the context of this pilot elective course. Also, the lack of technological infrastructure in the classrooms constrained the effortless delivery of innovative learning methods by requiring rapid solutions for those issues and another limitation despite high demand for a class trip, logistical constraints, including insufficient public transportation and a lack of support from the university, prevented the planning and execution of the trip. Last but not least, during the final exams, clashes with mandatory courses and students’ prioritization of these compulsory subjects resulted in a lack of success in finals. The limited time and attention dedicated to the elective course due to conflicting schedules may have impacted students’ performance and hindered a comprehensive assessment of their understanding and application of biophilic design concepts.

Recommendations for further course development and research

To pave the way for future course enhancements and comprehensive research there are several recommendations gathered from this study.

First of all, the inclination of 12 students towards selecting their own assignment types, while acknowledged during focus study and surveys, raises concerns about potential issues like sourcing adequacy for diverse assignment types or apprehensions regarding mutual grading accountability and perceived workload disparities among peers. Consequently, for the pilot course, assignment types were structured by the instructor. Moreover, for mid-term and final evaluations, student consultation at the course outset, leading to consensus-based decisions, was adopted. However, a future course iteration might permit students to choose their assignment types, necessitating the formulation of an assessment methodology. Additionally, as a recommendation for future terms, setting clearer final expectations earlier in the semester might allow students more time to prepare for finals. However, integration issues with other courses could arise, and students, due to their workload, might still defer final preparations until the last weeks or, as an alternative solution, reduce the percentage weight of finals and emphasize greater participation and completion of assignments throughout the term is believed to elevate the overall success level of the course.

Secondly, ensuring the successful integration of student-contributed syllabi and innovative pedagogical methods warrants a focused inquiry into teacher training and support mechanisms. Investigating the efficacy of teacher training initiatives and devising strategies to augment educators’ proficiency in fostering student engagement and learning within these frameworks would be pivotal. Moreover, the incorporation of more qualitative research tools such as interviews or focus groups for post-course reflections and feedback might diversify the nuanced perspectives, experiences, and hurdles encountered by students regarding student-contributed syllabi and innovative learning methods and those pedagogical methodologies implemented in this course, could potentially find applicability in other elective courses across the academic spectrum.

Last but not least, based on the instructor’s observation, it is advisable specifically for the biophilic design course to customize this course for upper-year students majoring in Architecture, IA/IAED. This is because students in their 1st and 2nd years may have limited technical knowledge and project development skills. Also, over time, students can cultivate their interest in elective courses with specific content such as this one, thereby the application of the course material in their project courses or their professional lives easier. In addition, if this course is offered during the Semester when the weather conditions are more favorable, it could facilitate more interaction by conducting classes outdoors and organizing field trips more easily.

Data availability

The data is accessible through Dataverse https://doi.org/10.7910/DVN/SFEGA5 .

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This article is primarily based on Fulya Özbey’s PhD dissertation, and Simge Bardak Denerel, as the second author, contributed as thesis advisor to the study.

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The questionnaire and methodology for this study were approved by the NEU Scientific Research Ethics Committee (Ethics approval numbers: YDÜ/FB/2022/170 and YDÜ/FB/2023/193). All research was performed in accordance with the relevant guidelines of the NEU Scientific Research Ethics Committee.

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To obtain the ethics approvals, an example of informed consent is provided to the NEU Scientific Research Ethics Committee. After the approvals, both the focus group study and interviews were conducted face-to-face, with participants expressing consent through wet signatures. While the original forms are securely stored and can be presented upon request, they are not initially attached individually due to containing personal participant information. For the online course surveys, informed consent was presented at the beginning of the survey; however, given the need to maintain student anonymity, individual consent is not collected during online course surveys.

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Özbey, F., Bardak Denerel, S. Student involvement and innovative teaching methods in a biophilic design education pilot elective course in interior architecture. Humanit Soc Sci Commun 11 , 1155 (2024). https://doi.org/10.1057/s41599-024-03559-4

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DOI : https://doi.org/10.1057/s41599-024-03559-4

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