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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

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

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

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

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

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

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

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

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

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

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

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

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Dissertation Methodology – Structure, Example and Writing Guide

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Dissertation Methodology

In any research, the methodology chapter is one of the key components of your dissertation. It provides a detailed description of the methods you used to conduct your research and helps readers understand how you obtained your data and how you plan to analyze it. This section is crucial for replicating the study and validating its results.

Here are the basic elements that are typically included in a dissertation methodology:

• Introduction : This section should explain the importance and goals of your research .
• Research Design : Outline your research approach and why it’s appropriate for your study. You might be conducting an experimental research, a qualitative research, a quantitative research, or a mixed-methods research.
• Data Collection : This section should detail the methods you used to collect your data. Did you use surveys, interviews, observations, etc.? Why did you choose these methods? You should also include who your participants were, how you recruited them, and any ethical considerations.
• Data Analysis : Explain how you intend to analyze the data you collected. This could include statistical analysis, thematic analysis, content analysis, etc., depending on the nature of your study.
• Reliability and Validity : Discuss how you’ve ensured the reliability and validity of your study. For instance, you could discuss measures taken to reduce bias, how you ensured that your measures accurately capture what they were intended to, or how you will handle any limitations in your study.
• Ethical Considerations : This is where you state how you have considered ethical issues related to your research, how you have protected the participants’ rights, and how you have complied with the relevant ethical guidelines.
• Limitations : Acknowledge any limitations of your methodology, including any biases and constraints that might have affected your study.
• Summary : Recap the key points of your methodology chapter, highlighting the overall approach and rationalization of your research.

Types of Dissertation Methodology

The type of methodology you choose for your dissertation will depend on the nature of your research question and the field you’re working in. Here are some of the most common types of methodologies used in dissertations:

Experimental Research

This involves creating an experiment that will test your hypothesis. You’ll need to design an experiment, manipulate variables, collect data, and analyze that data to draw conclusions. This is commonly used in fields like psychology, biology, and physics.

Survey Research

This type of research involves gathering data from a large number of participants using tools like questionnaires or surveys. It can be used to collect a large amount of data and is often used in fields like sociology, marketing, and public health.

Qualitative Research

This type of research is used to explore complex phenomena that can’t be easily quantified. Methods include interviews, focus groups, and observations. This methodology is common in fields like anthropology, sociology, and education.

Quantitative Research

Quantitative research uses numerical data to answer research questions. This can include statistical, mathematical, or computational techniques. It’s common in fields like economics, psychology, and health sciences.

Case Study Research

This type of research involves in-depth investigation of a particular case, such as an individual, group, or event. This methodology is often used in psychology, social sciences, and business.

Mixed Methods Research

This combines qualitative and quantitative research methods in a single study. It’s used to answer more complex research questions and is becoming more popular in fields like social sciences, health sciences, and education.

Action Research

This type of research involves taking action and then reflecting upon the results. This cycle of action-reflection-action continues throughout the study. It’s often used in fields like education and organizational development.

Longitudinal Research

This type of research involves studying the same group of individuals over an extended period of time. This could involve surveys, observations, or experiments. It’s common in fields like psychology, sociology, and medicine.

Ethnographic Research

This type of research involves the in-depth study of people and cultures. Researchers immerse themselves in the culture they’re studying to collect data. This is often used in fields like anthropology and social sciences.

Structure of Dissertation Methodology

The structure of a dissertation methodology can vary depending on your field of study, the nature of your research, and the guidelines of your institution. However, a standard structure typically includes the following elements:

• Introduction : Briefly introduce your overall approach to the research. Explain what you plan to explore and why it’s important.
• Research Design/Approach : Describe your overall research design. This can be qualitative, quantitative, or mixed methods. Explain the rationale behind your chosen design and why it is suitable for your research questions or hypotheses.
• Data Collection Methods : Detail the methods you used to collect your data. You should include what type of data you collected, how you collected it, and why you chose this method. If relevant, you can also include information about your sample population, such as how many people participated, how they were chosen, and any relevant demographic information.
• Data Analysis Methods : Explain how you plan to analyze your collected data. This will depend on the nature of your data. For example, if you collected quantitative data, you might discuss statistical analysis techniques. If you collected qualitative data, you might discuss coding strategies, thematic analysis, or narrative analysis.
• Reliability and Validity : Discuss how you’ve ensured the reliability and validity of your research. This might include steps you took to reduce bias or increase the accuracy of your measurements.
• Ethical Considerations : If relevant, discuss any ethical issues associated with your research. This might include how you obtained informed consent from participants, how you ensured participants’ privacy and confidentiality, or any potential conflicts of interest.
• Limitations : Acknowledge any limitations in your research methodology. This could include potential sources of bias, difficulties with data collection, or limitations in your analysis methods.
• Summary/Conclusion : Briefly summarize the key points of your methodology, emphasizing how it helps answer your research questions or hypotheses.

How to Write Dissertation Methodology

Writing a dissertation methodology requires you to be clear and precise about the way you’ve carried out your research. It’s an opportunity to convince your readers of the appropriateness and reliability of your approach to your research question. Here is a basic guideline on how to write your methodology section:

1. Introduction

Start your methodology section by restating your research question(s) or objective(s). This ensures your methodology directly ties into the aim of your research.

2. Approach

Identify your overall approach: qualitative, quantitative, or mixed methods. Explain why you have chosen this approach.

• Qualitative methods are typically used for exploratory research and involve collecting non-numerical data. This might involve interviews, observations, or analysis of texts.
• Quantitative methods are used for research that relies on numerical data. This might involve surveys, experiments, or statistical analysis.
• Mixed methods use a combination of both qualitative and quantitative research methods.

3. Research Design

Describe the overall design of your research. This could involve explaining the type of study (e.g., case study, ethnography, experimental research, etc.), how you’ve defined and measured your variables, and any control measures you’ve implemented.

4. Data Collection

Explain in detail how you collected your data.

• If you’ve used qualitative methods, you might detail how you selected participants for interviews or focus groups, how you conducted observations, or how you analyzed existing texts.
• If you’ve used quantitative methods, you might detail how you designed your survey or experiment, how you collected responses, and how you ensured your data is reliable and valid.

5. Data Analysis

Describe how you analyzed your data.

• If you’re doing qualitative research, this might involve thematic analysis, discourse analysis, or grounded theory.
• If you’re doing quantitative research, you might be conducting statistical tests, regression analysis, or factor analysis.

Discuss any ethical issues related to your research. This might involve explaining how you obtained informed consent, how you’re protecting participants’ privacy, or how you’re managing any potential harms to participants.

7. Reliability and Validity

Discuss the steps you’ve taken to ensure the reliability and validity of your data.

• Reliability refers to the consistency of your measurements, and you might discuss how you’ve piloted your instruments or used standardized measures.
• Validity refers to the accuracy of your measurements, and you might discuss how you’ve ensured your measures reflect the concepts they’re supposed to measure.

8. Limitations

Every study has its limitations. Discuss the potential weaknesses of your chosen methods and explain any obstacles you faced in your research.

9. Conclusion

Summarize the key points of your methodology, emphasizing how it helps to address your research question or objective.

Example of Dissertation Methodology

An Example of Dissertation Methodology is as follows:

Chapter 3: Methodology

• Introduction

This chapter details the methodology adopted in this research. The study aimed to explore the relationship between stress and productivity in the workplace. A mixed-methods research design was used to collect and analyze data.

Research Design

This study adopted a mixed-methods approach, combining quantitative surveys with qualitative interviews to provide a comprehensive understanding of the research problem. The rationale for this approach is that while quantitative data can provide a broad overview of the relationships between variables, qualitative data can provide deeper insights into the nuances of these relationships.

Data Collection Methods

Quantitative Data Collection : An online self-report questionnaire was used to collect data from participants. The questionnaire consisted of two standardized scales: the Perceived Stress Scale (PSS) to measure stress levels and the Individual Work Productivity Questionnaire (IWPQ) to measure productivity. The sample consisted of 200 office workers randomly selected from various companies in the city.

Qualitative Data Collection : Semi-structured interviews were conducted with 20 participants chosen from the initial sample. The interview guide included questions about participants’ experiences with stress and how they perceived its impact on their productivity.

Data Analysis Methods

Quantitative Data Analysis : Descriptive and inferential statistics were used to analyze the survey data. Pearson’s correlation was used to examine the relationship between stress and productivity.

Qualitative Data Analysis : Interviews were transcribed and subjected to thematic analysis using NVivo software. This process allowed for identifying and analyzing patterns and themes regarding the impact of stress on productivity.

Reliability and Validity

To ensure reliability and validity, standardized measures with good psychometric properties were used. In qualitative data analysis, triangulation was employed by having two researchers independently analyze the data and then compare findings.

Ethical Considerations

All participants provided informed consent prior to their involvement in the study. They were informed about the purpose of the study, their rights as participants, and the confidentiality of their responses.

Limitations

The main limitation of this study is its reliance on self-report measures, which can be subject to biases such as social desirability bias. Moreover, the sample was drawn from a single city, which may limit the generalizability of the findings.

Where to Write Dissertation Methodology

In a dissertation or thesis, the Methodology section usually follows the Literature Review. This placement allows the Methodology to build upon the theoretical framework and existing research outlined in the Literature Review, and precedes the Results or Findings section. Here’s a basic outline of how most dissertations are structured:

• Acknowledgements
• Literature Review (or it may be interspersed throughout the dissertation)
• Methodology
• Results/Findings
• References/Bibliography

In the Methodology chapter, you will discuss the research design, data collection methods, data analysis methods, and any ethical considerations pertaining to your study. This allows your readers to understand how your research was conducted and how you arrived at your results.

Advantages of Dissertation Methodology

The dissertation methodology section plays an important role in a dissertation for several reasons. Here are some of the advantages of having a well-crafted methodology section in your dissertation:

• Clarifies Your Research Approach : The methodology section explains how you plan to tackle your research question, providing a clear plan for data collection and analysis.
• Enables Replication : A detailed methodology allows other researchers to replicate your study. Replication is an important aspect of scientific research because it provides validation of the study’s results.
• Demonstrates Rigor : A well-written methodology shows that you’ve thought critically about your research methods and have chosen the most appropriate ones for your research question. This adds credibility to your study.
• Enhances Transparency : Detailing your methods allows readers to understand the steps you took in your research. This increases the transparency of your study and allows readers to evaluate potential biases or limitations.
• Helps in Addressing Research Limitations : In your methodology section, you can acknowledge and explain the limitations of your research. This is important as it shows you understand that no research method is perfect and there are always potential weaknesses.
• Facilitates Peer Review : A detailed methodology helps peer reviewers assess the soundness of your research design. This is an important part of the publication process if you aim to publish your dissertation in a peer-reviewed journal.
• Establishes the Validity and Reliability : Your methodology section should also include a discussion of the steps you took to ensure the validity and reliability of your measurements, which is crucial for establishing the overall quality of your research.

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Writing the Research Methodology Section of Your Thesis

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

What is a thesis research methodology?

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

What should the research methodology section in your thesis include?

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

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

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

Types of methodological approaches

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

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

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

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

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

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

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

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

Data collection

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

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

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

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

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

Data analysis

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

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

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

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

Evaluate and justify your methodological choices

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

Ethical considerations

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

Tips for writing a robust thesis research methodology

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

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

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

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

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

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

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

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

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

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

What is the difference between methodology and methods? +

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

What is the difference between reliability and validity? +

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

What tense is used to write the methods section? +

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

What software programs are recommended for statistical analysis? +

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

Writing the Dissertation - Guides for Success: The Methodology

• Writing the Dissertation Homepage
• Overview and Planning
• The Literature Review
• The Methodology
• The Results and Discussion
• The Conclusion
• The Abstract
• Getting Started
• What to Avoid

Overview of writing the methodology

The methodology chapter precisely outlines the research method(s) employed in your dissertation and considers any relevant decisions you made, and challenges faced, when conducting your research. Getting this right is crucial because it lays the foundation for what’s to come: your results and discussion.

Disciplinary differences

Please note: this guide is not specific to any one discipline. The methodology can vary depending on the nature of the research and the expectations of the school or department. Please adapt the following advice to meet the demands of your dissertation and the expectations of your school or department. Consult your supervisor for further guidance; you can also check out our  Writing Across Subjects guide .

Guide contents

As part of the Writing the Dissertation series, this guide covers the most common conventions found in a methodology chapter, giving you the necessary knowledge, tips and guidance needed to impress your markers!  The sections are organised as follows:

• Getting Started  - Defines the methodology and its core characteristics.
• Structure  - Provides a detailed walk-through of common subsections or components of the methodology.
• What to Avoid  - Covers a few frequent mistakes you'll want to...avoid!
• FAQs  - Guidance on first- vs. third-person, secondary literature and more.
• Checklist  - Includes a summary of key points and a self-evaluation checklist.

Training and tools

• The Academic Skills team has recorded a Writing the Dissertation workshop series to help you with each section of a standard dissertation, including a video on writing the method/methodology .
• For more on methods and methodologies, you can check out USC's methodology research guide  and Huddersfield's guide to writing the methodology of an undergraduate dissertation .
• The dissertation planner tool can help you think through the timeline for planning, research, drafting and editing.
• iSolutions offers training and a Word template to help you digitally format and structure your dissertation.

What is the methodology?

The methodology of a dissertation is like constructing a house of cards. Having strong and stable foundations for your research relies on your ability to make informed and rational choices about the design of your study. Everything from this point on – your results and discussion –  rests on these decisions, like the bottom layer of a house of cards.

The methodology is where you explicitly state, in relevant detail, how you conduced your study in direct response to your research question(s) and/or hypotheses. You should work through the linear process of devising your study to implementing it, covering the important choices you made and any potential obstacles you faced along the way.

Methods or methodology?

Some disciplines refer to this chapter as the research methods , whilst others call it the methodology . The two are often used interchangeably, but they are slightly different. The methods chapter outlines the techniques used to conduct the research and the specific steps taken throughout the research process. The methodology also outlines how the research was conducted, but is particularly interested in the philosophical underpinning that shapes the research process. As indicated by the suffix, -ology , meaning the study of something, the methodology is like the study of research, as opposed to simply stating how the research was conducted.

This guide focuses on the methodology, as opposed to the methods, although the content and guidance can be tailored to a methods chapter. Every dissertation is different and every methodology has its own nuances, so ensure you adapt the content here to your research and always consult your supervisor for more detailed guidance.

What are my markers looking for?

Your markers are looking   for your understanding of the complex process behind original (see definition) research. They are assessing your ability to...

• Demonstrate   an understanding of the impact that methodological choices can have on the reliability and validity of your findings, meaning you should engage with ‘why’ you did that, as opposed to simply ‘what’ you did.
• Make   informed methodological choices that clearly relate to your research question(s).

But what does it mean to engage in 'original' research? Originality doesn’t strictly mean you should be inventing something entirely new. Originality comes in many forms, from updating the application of a theory, to adapting a previous experiment for new purposes – it’s about making a worthwhile contribution.

Structuring your methodology

The methodology chapter should outline the research process undertaken, from selecting the method to articulating the tool or approach adopted to analyse your results. Because you are outlining this process, it's important that you structure your methodology in a linear way, showing how certain decisions have impacted on subsequent choices.

Scroll to continue reading, or click a link below to jump immediately to that section:

The 'research onion'

To ensure you write your methodology in a linear way, it can be useful to think of the methodology in terms of layers, as shown in the figure below.

Figure: 'Research onion' from Saunders et al. (2007).

You don't need to precisely follow these exact layers as some won't be relevant to your research. However, the layered 'out to in' structure developed by Saunders et al. (2007) is appropriate for any methodology chapter because it guides your reader through the process in a linear fashion, demonstrating how certain decisions impacted on others. For example, you need to state whether your research is qualitative, quantitative or mixed before articulating your precise research method. Likewise, you need to explain how you collected your data before you inform the reader of how you subsequently analysed that data.

Using this linear approach from 'outer' layer to 'inner' layer, the next sections will take you through the most common layers used to structure a methodology chapter.

Introduction and research outline

Like any chapter, you should open your methodology with an introduction. It's good to start by briefly restating the research problem, or gap, that you're addressing, along with your research question(s) and/or hypotheses. Following this, it's common to provide a very condensed statement that outlines the most important elements of your research design. Here's a short example:

This study adopted qualitative research through a series of semi-structured interviews with seven experienced industry professionals.

Like any other introduction, you can then provide a brief statement outlining what the chapter is about and how it's structured (e.g., an essay map ).

Restating the research problem (or gap) and your research question(s) and/or hypotheses creates a natural transition from your previous review of the literature - which helped you to identify the gap or problem - to how you are now going to address such a problem. Your markers are also going to assess the relevance and suitability of your method and methodological choices against your research question(s), so it's good to 'frame' the entire chapter around the research question(s) by bringing them to the fore.

Research philosophy

A research philosophy is an underlying belief that shapes the way research is conducted. For this reason, as featured in the 'research onion' above, the philosophy should be the outermost layer - the first methodological issue you deal with following the introduction and research outline - because every subsequent choice, from the method employed to the way you analyse data, is directly influenced by your philosophical stance.

You can say something about other philosophies, but it's best to directly relate this to your research and the philosophy you have selected - why the other philosophy isn't appropriate for you to adopt, for instance. Otherwise, explain to your reader the philosophy you have selected (using secondary literature), its underlying principles, and why this philosophy, therefore, is particularly relevant to your research.

The research philosophy is sometimes featured in a methodology chapter, but not always. It depends on the conventions within your school or discipline , so only include this if it's expected.

The reason for outlining the research philosophy is to show your understanding of the role that your chosen philosophy plays in shaping the design and approach of your research study. The philosophy you adopt also indicates your worldview (in the context of this research), which is an important way of highlighting the role you, the researcher, play in shaping new knowledge.

Research method

This is where you state whether you're doing qualitative, quantitative or mixed-methods research before outlining the exact instrument or strategy (see definition) adopted for research (interviews, case study, etc.). It's also important that you explain why you have chosen that particular method and strategy. You can also explain why you're not adopting an alternate form of research, or why you haven't used a particular instrument, but keep this brief and use it to reinforce why you have chosen your method and strategy.

Your research method, more than anything else, is going to directly influence how effectively you answer your research question(s). For that reason, it's crucial that you emphasise the suitability of your chosen method and instrument for the purposes of your research.                       

Data collection

The data collection part of your methodology explain the process of how you accessed and collected your data. Using an interview as a qualitative example, this might include the criteria for selecting participants, how you recruited the participants and how and where you conducted the interviews. There is often some overlap with data collection and research method, so don't worry about this. Just make sure you get the essential information across to your reader.

The details of how you accessed and collected your data are important for replicability purposes - the ability for someone to adopt the same approach and repeat the study. It's also important to include this information for reliability and consistency purposes (see  validity and reliability  on the next tab of this guide for more).

Data analysis

After describing how you collected the data, you need to identify your chosen method of data analysis. Inevitably, this will vary depending on whether your research is qualitative or quantitative (see note below).

Qualitative research tends to be narrative-based where forms of ‘coding’ are employed to categorise and group the data into meaningful themes and patterns (Bui, 2014). Quantitative deals with numerical data meaning some form of statistical approach is taken to measure the results against the research question(s).

Tell your reader which data analysis software (such as SPSS or Atlast.ti) or method you’ve used and why, using relevant literature. Again, you can mention other data analysis tools that you haven’t used, but keep this brief and relate it to your discussion of your chosen approach. This isn’t to be confused with the results and discussion chapters where you actually state and then analyse your results. This is simply a discussion of the approach taken, how you applied this approach to your data and why you opted for this method of data analysis.

Detail of how you analysed your data helps to contextualise your results and discussion chapters. This is also a validity issue (see next tab of guide), as you need to ensure that your chosen method for data analysis helps you to answer your research question(s) and/or respond to your hypotheses. To use an example from Bui (2014: 155), 'if one of the research questions asks whether the participants changed their behaviour before and after the study, then one of the procedures for data analysis needs to be a comparison of the pre- and postdata'.

Validity and reliability

Validity simply refers to whether the research method(s) and instrument(s) applied are directly suited to meet the purposes of your research – whether they help you to answer your research question(s), or allow you to formulate a response to your hypotheses.

Validity can be separated into two forms: internal and external. The difference between the two is defined by what exists inside the study (internal) and what exists outside the study (external).

• Internal validity is the extent to which ‘the results obtained can be attributed to the manipulation of the independent variable' (Salkind, 2011: 147).
• External validity refers to the application of your study’s findings outside the setting of your study. This is known as generalisability , meaning to what extent are the results applicable to a wider context or population.

Reliability

Reliability refers to the consistency with which you designed and implemented your research instrument(s). The idea behind this is to ensure that someone else could replicate your study and, by applying the instrument in the exact same way, would achieve the same results. This is crucial to quantitative and scientific based research, but isn’t strictly the case with qualitative research given the subjective nature of the data.

With qualitative data, it’s important to emphasise that data was collected in a consistent way to avoid any distortions. For example, let’s say you’ve circulated a questionnaire to participants. You would want to ensure that every participant receives the exact same questionnaire with precisely the same questions and wording, unless different questionnaires are required for different members of the sample for the purposes of the research.

Ethical considerations

Any research involving human participants needs to consider ethical factors. In response, you need to show your markers that you have implemented the necessary measures to cover the relevant ethical issues. These are some of the factors that are typically included:

• How did you gain the consent of participants, and how did you formally record this consent?
• What measures did you take to ensure participants had enough understanding of their role to make an informed decision, including the right to withdraw at any stage?
• What measures did you take to maintain the confidentiality of participants during the research and, potentially, for the write-up?
• What measures did you take to store the raw data and protect it from external access and use prior to the write-up?

These are only a few examples of the ethical factors you need to write about in your methodology. Depending on the nature of your research, ethical considerations might form a significant part of your methodology chapter, or may only constitute a few sentences. Either way, it’s imperative that you show your markers that you’ve considered the relevant ethical implications of your research.

Limitations

Don’t make the mistake of ignoring the limitations of your study (see the next tab, 'What to Avoid', for more on this) – it’s a common part of research and should be confronted. Limitations of research can be diverse, but tend to be logistical issues relating to time, scope and access . Whilst accepting that your study has certain limitations, the key is to put a positive spin on it, like the example below:

Despite having a limited sample size compared to other similar studies, the number of participants is enough to provide sufficient data, whilst the in-depth nature of the interviews facilitates detailed responses from participants.

• Bui, Y. N. (2014) How to Write a Master’s Thesis. 2dn Edtn. Thousand Oaks, CA: Sage.
• Guba, E. G. and Lincoln, Y. S. (1994) ‘Competing paradigms in qualitative research’, in Denzin, N. K. and Lincoln, N. S. (eds.) Handbook of Qualitative Research. Thousand Oaks, CA: Sage, pp. 105-117.
• Salkind, N. J. (2011) ‘Internal and external validity’, in Moutinho, L. and Hutchenson, G. D. (eds.) The SAGE Dictionary of Quantitative Management Research . Thousand Oaks, CA: Sage, pp. 147-149.
• Saunders, M., Lewis, P. and Thornhill, A. (2007) Research Methods for Business Students . 4th Edtn. Harlow: Pearson.

What to avoid

This portion of the guide will cover some common missteps you should try to avoid in writing your methodology.

Ignoring limitations

It might seem instinctive to hide any flaws or limitations with your research to protect yourself from criticism. However, you need to highlight any problems you encountered during the research phase, or any limitations with your approach. Your markers are expecting you to engage with these limitations and highlight the kind of impact they may have had on your research.

Just be careful that you don’t overstress these limitations. Doing so could undermine the reliability and validity of your results, and your credibility as a researcher.

Literature review of methods

Don’t mistake your methodology chapter as a detailed review of methods employed in other studies. This level of detail should, where relevant, be incorporated in the literature review chapter, instead (see our Writing the Literature Review guide ). Any reference to methodological choices made by other researchers should come into your methodology chapter, but only in support of the decisions you made.

Unnecessary detail

It’s important to be thorough in a methodology chapter. However, don’t include unnecessary levels of detail. You should provide enough detail that allows other researchers to replicate or adapt your study, but don’t bore your reader with obvious or extraneous detail.

Any materials or content that you think is worth including, but not essential in the chapter, could be included in an appendix (see definition). These don’t count towards your word count (unless otherwise stated), and they can provide further detail and context for your reader. For instance, it’s quite common to include a copy of a questionnaire in an appendix, or a list of interview questions.

Q: Should the methodology be in the past or present tense?

A: The past tense. The study has already been conducted and the methodological decisions have been implemented, meaning the chapter should be written in the past tense. For example...

Data was collected over the course of four weeks.

I informed participants of their right to withdraw at any time.

The surveys included ten questions about job satisfaction and ten questions about familial life (see Appendix).

Q: Should the methodology include secondary literature?

A: Yes, where relevant. Unlike the literature review, the methodology is driven by what you did rather than what other people have done. However, you should still draw on secondary sources, when necessary, to support your methodological decisions.

Q: Do you still need to write a methodology for secondary research?

A: Yes, although it might not form a chapter, as such. Including some detail on how you approached the research phase is always a crucial part of a dissertation, whether primary or secondary. However, depending on the nature of your research, you may not have to provide the same level of detail as you would with a primary-based study.

For example, if you’re analysing two particular pieces of literature, then you probably need to clarify how you approached the analysis process, how you use the texts (whether you focus on particular passages, for example) and perhaps why these texts are scrutinised, as opposed to others from the relevant literary canon.

In such cases, the methodology may not be a chapter, but might constitute a small part of the introduction. Consult your supervisor for further guidance.

Q: Should the methodology be in the first-person or third?

A: It’s important to be consistent , so you should use whatever you’ve been using throughout your dissertation. Third-person is more commonly accepted, but certain disciplines are happy with the use of first-person. Just remember that the first-person pronoun can be a distracting, but powerful device, so use it sparingly. Consult your supervisor for further guidance.

It’s important to remember that all research is different and, as such, the methodology chapter is likely to be very different from dissertation to dissertation. Whilst this guide has covered the most common and essential layers featured in a methodology, your methodology might be very different in terms of what you focus on, the depth of focus and the wording used.

What’s important to remember, however, is that every methodology chapter needs to be structured in a linear, layered way that guides the reader through the methodological process in sequential order. Through this, your marker can see how certain decisions have impacted on others, showing your understanding of the research process.

Here’s a final checklist for writing your methodology. Remember that not all of these points will be relevant for your methodology, so make sure you cover whatever’s appropriate for your dissertation. The asterisk (*) indicates any content that might not be relevant for your dissertation. You can download a copy of the checklist to save and edit via the Word document, below.

• Methodology self-evaluation checklist

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• Next: The Results and Discussion >>
• Last Updated: May 30, 2024 2:45 PM
• URL: https://library.soton.ac.uk/writing_the_dissertation

What Is a Dissertation Methodology?

How to choose your methodology, final thoughts, how to write your dissertation methodology.

Updated September 30, 2021

Due to the complexities of the different research methods, writing your dissertation methodology can often be the most challenging and time-consuming part of your postgraduate dissertation .

This article focuses on the importance of writing a good PhD or master's dissertation methodology – and how to achieve this.

A postgraduate dissertation (or thesis) is usually formed of several detailed sections, including:

Abstract – A summary of your research topic.

Introduction – Provides background information on your topic, putting it into context. You will also confirm the main focus of your study, explain why it will add value to your area of interest and specify your key objectives.

Literature Review – A critical review of literature that relates to your chosen research topic. You will also need to identify which gap in the literature your study aims to address.

Methodology – Focuses on the research methods used within your research.

Results – Used to report on your main findings and how these relate to your research question.

Conclusion – Used to confirm the answer to your main research question, reflect on the research process and offer recommendations on future research.

The dissertation methodology forms the skeleton of any research project. It provides the reader with a clear outline of the methods you decided to use when carrying out your research.

By studying your dissertation methodology, the reader will be able to assess your research in terms of its validity and reliability.

In line with the outline given above, the methodology chapter usually appears after the literature review . Your methodology should be closely linked to the research that you conducted as part of this review, as well as the questions you aim to answer through your research and analysis.

Taking the time to find out about the different types of research available to you will allow you to identify any potential drawbacks to the method you have chosen to use. You should then be able to make allowances or adjustments to address these when it comes to carrying out your research.

Choosing your methodology will largely depend on the discipline of the qualification you are studying for and the question your dissertation will seek to answer. In most cases, you will use quantitative or qualitative research methods, although some projects will benefit from using a combination of both.

Quantitative research methods are used to gather numerical information. This research method is particularly useful if you are seeking to count, categorise, measure or identify patterns in data. To collect quantitative data, you might choose to conduct experiments, tests or surveys.

Qualitative research methods are used to gather non-statistical data. Instead of using numbers to create charts or graphs, you will need to categorise the information according to identifiers. This research method is most useful if you are seeking to develop a hypothesis. To collect qualitative data, you might choose to conduct focus groups, interviews or observations.

What to Include in Your Dissertation Methodology

Below is a dissertation methodology example to show you what information to include:

You will need to reiterate your research topic or question and give an overview of how you plan to investigate this. If there were any ethical or philosophical considerations to be made, give details.

For example, you may have sought informed consent from the people taking part in interviews or surveys.

Outline of the Methods Chosen

Confirm whether you have chosen to use quantitative research, qualitative research or a combination of both.

When choosing between qualitative and quantitative research methods, you will need to carry out initial literature and textbook research to establish the standard research methods that are normally used within your chosen area of research.

If you are not sure where to start, you could visit the library at your college or university and ask one of the librarians to help you to identify the most relevant texts.

Explanation of the Methods Chosen

Explain your rationale for selecting your chosen research methods. You should also give an overview of why these were more appropriate than using another research method.

Think about where and when the research took place and who was involved. For example, this might include information on the venue used for interviews or focus groups, dates and timescales, and whether participants were part of a particular demographic group.

Here are some examples of the type of information you may wish to include:

Qualitative Research Methods

Personal observations – Where and when did you conduct the observations? Who did you observe? Were they part of a particular community or group? How long did each observation take? How did you record your findings – did you collect audio recordings, video footage or written observations?

Focus groups – Where and when did the focus group take place? Who was involved? How were they selected? How many people took part? Were the questions asked structured, unstructured or semi-structured? Remember to include a copy of the questions that were used as an appendix.

Interviews – Where and when did the interviews take place? Who took part? How did you select the participants? What type of questions did you ask? How did you record your findings? Remember to include a copy of the questions that were used as an appendix.

The researcher’s objective was to find out customer perceptions on improving the product range currently offered by Company Y. Semi-structured interviews were held with 15 returning customers from the key target demographic for Company Y (18- to 35-year-olds). For research purposes, a returning customer was defined as somebody who purchased products from Company Y at least two times per week during the past three months. The interviews were held in an office in the staff area of the retail premises. Each interview lasted approximately 25 minutes. Responses were recorded through note-taking as none of the respondents wished to give their consent to be filmed.

Quantitative Research Methods

Existing information or data – What were the sources of the material used? How did you select material? Did you only use data published within a particular time frame?

Experiments – What tools or equipment did you use? What techniques were required? Note that when conducting experiments, it is particularly important to provide enough information to allow another researcher to conduct the experiment and obtain the same results.

Surveys – Were respondents asked to answer multiple-choice questions or complete free-text fields? How many questions were used? How long were people given to answer all of the questions? What were the demographics of the participants? Remember to include a copy of the survey in the appendices.

The survey was made up of 10 multiple-choice questions and 5 questions to be rated using a 5-point Lickert scale. The objective was to have 250 customers of Company Z complete the survey at the Company Z HQ between 1st and 5th February 2019, between the hours of 12 p.m. and 5 p.m. For research purposes, a customer was defined as any person who had purchased a product from Company Z during 2018. Customers completing the survey were allowed a maximum of 10 minutes to answer all of the questions. 200 customers responded, however not all of the surveys were completed in full, so only 150 survey results were able to be used in the data analysis.

How Was the Data Analysed?

If you have chosen to use quantitative research methods, you will need to prepare the data before analysing it – for example, you will need to check for variables, missing data and outliers. If you have used computer software to aid with analysis, information on this should also be included.

For qualitative data, you will need to categorise and code the ideas and themes that are identified from the raw data. You may also need to use techniques such as narrative analysis or discourse analysis to interpret the meaning behind responses given.

What Materials and Equipment Were Used During the Research?

This could include anything from laboratory equipment used in a scientific experiment to computer software used to analyse the results.

Were There Any Hurdles or Difficulties Faced During the Research?

If so, what were they and how did you manage to overcome them? This could be anything from difficulties in finding participants, problems obtaining consent or a shortage of the required resources needed to conduct a scientific experiment.

This paragraph should be used to evaluate the research you have conducted and justify your reasons for choosing this approach.

You do not need to go into great detail, as you will present and discuss your results in-depth within your dissertation’s ‘Results’ section.

You will need to briefly explain whether your results were conclusive, whether there were any variables and whether your choice of methodology was effective in practice.

Tips for Writing Your Dissertation Methodology

The objective for the methodology is not only to describe the methods that you used for your research. You will also need to demonstrate why you chose to use them and how you applied them.

The key point is to show that your research was conducted meticulously.

Try to keep your writing style concise and clear; this will ensure that it is easy for the reader to understand and digest.

Here are five top tips to consider when writing your dissertation methodology:

1. Look at Other Methodology Sections

Ask your supervisor to provide you with a few different examples of previously written dissertations. Reading through methodologies that have been written by past students will give you a good idea of what your finished methodology section should look like.

2. Plan Your Structure

Whichever research methods you have chosen to use, your dissertation methodology should be a clearly structured, well written section that gives a strong and justified argument for your chosen research methods.

You may wish to use headings such as:

• Research methods
• Explanation of research methods chosen
• Data analysis and references

Once you have drafted an outline, ask your supervisor for advice on whether there is anything you have missed and whether your structure looks logical.

3. Consider Your Audience

When writing your methodology, have regard for the people who are likely to be reading it. For example, if you have chosen to use research methods that are commonly chosen within your area of research or discipline, there is no need to give a great deal of justification or background information.

If you decide to use a less popular approach, it is advisable to give much more detailed information on how and why you chose to use this method.

4. Remain Focused on Your Aims and Research Questions

Your dissertation methodology should give a clear indication as to why the research methods you have chosen are suitable for the aims of your research.

When writing your dissertation methodology, ensure that you link your research choices back to the overall aims and objectives of your dissertation. To help you to remain focused, it can be helpful to include a clear definition of the question you are aiming to answer at the start of your methodology section.

5. Refer to Any Obstacles or Difficulties That You Dealt With

If you faced any problems during the data collection or analysis phases, use the methodology section to talk about what you did to address these issues and minimise the impact.

Whether you are completing a PhD or master's degree, writing your thesis or dissertation methodology is often considered to be the most difficult and time-consuming part of completing your major research project.

The key to success when writing a methodology section is to have a clear structure. Remember, the purpose of the methodology section of your research project is to ensure that the reader has a full understanding of the methods you have chosen.

You should use your methodology section to provide clear justification as to why you have chosen a particular research method instead of other potential methods. Avoid referring to your personal opinions, thoughts or interests within your methodology; keep the information that you include factual and ensure that everything is backed up by appropriate academic references.

You might also be interested in these other Wikijob articles:

Or explore the Postgraduate / PHD sections.

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Writing your Dissertation: Methodology

A key part of your dissertation or thesis is the methodology. This is not quite the same as ‘methods’.

The methodology describes the broad philosophical underpinning to your chosen research methods, including whether you are using qualitative or quantitative methods, or a mixture of both, and why.

You should be clear about the academic basis for all the choices of research methods that you have made. ' I was interested ' or ' I thought... ' is not enough; there must be good academic reasons for your choice.

What to Include in your Methodology

If you are submitting your dissertation in sections, with the methodology submitted before you actually undertake the research, you should use this section to set out exactly what you plan to do.

The methodology should be linked back to the literature to explain why you are using certain methods, and the academic basis of your choice.

If you are submitting as a single thesis, then the Methodology should explain what you did, with any refinements that you made as your work progressed. Again, it should have a clear academic justification of all the choices that you made and be linked back to the literature.

Common Research Methods for the Social Sciences

There are numerous research methods that can be used when researching scientific subjects, you should discuss which are the most appropriate for your research with your supervisor.

The following research methods are commonly used in social science, involving human subjects:

One of the most flexible and widely used methods for gaining qualitative information about people’s experiences, views and feelings is the interview.

An interview can be thought of as a guided conversation between a researcher (you) and somebody from whom you wish to learn something (often referred to as the ‘informant’).

The level of structure in an interview can vary, but most commonly interviewers follow a semi-structured format.  This means that the interviewer will develop a guide to the topics that he or she wishes to cover in the conversation, and may even write out a number of questions to ask.

However, the interviewer is free to follow different paths of conversation that emerge over the course of the interview, or to prompt the informant to clarify and expand on certain points. Therefore, interviews are particularly good tools for gaining detailed information where the research question is open-ended in terms of the range of possible answers.

Interviews are not particularly well suited for gaining information from large numbers of people. Interviews are time-consuming, and so careful attention needs to be given to selecting informants who will have the knowledge or experiences necessary to answer the research question.  

See our page: Interviews for Research for more information.

Observations

If a researcher wants to know what people do under certain circumstances, the most straightforward way to get this information is sometimes simply to watch them under those circumstances.

Observations can form a part of either quantitative or qualitative research.  For instance, if a researcher wants to determine whether the introduction of a traffic sign makes any difference to the number of cars slowing down at a dangerous curve, she or he could sit near the curve and count the number of cars that do and do not slow down.  Because the data will be numbers of cars, this is an example of quantitative observation.

A researcher wanting to know how people react to a billboard advertisement might spend time watching and describing the reactions of the people.  In this case, the data would be descriptive , and would therefore be qualitative.

There are a number of potential ethical concerns that can arise with an observation study. Do the people being studied know that they are under observation?  Can they give their consent?  If some people are unhappy with being observed, is it possible to ‘remove’ them from the study while still carrying out observations of the others around them?

See our page: Observational Research and Secondary Data for more information.

Questionnaires

If your intended research question requires you to collect standardised (and therefore comparable) information from a number of people, then questionnaires may be the best method to use.

Questionnaires can be used to collect both quantitative and qualitative data, although you will not be able to get the level of detail in qualitative responses to a questionnaire that you could in an interview.

Questionnaires require a great deal of care in their design and delivery, but a well-developed questionnaire can be distributed to a much larger number of people than it would be possible to interview. 

Questionnaires are particularly well suited for research seeking to measure some parameters for a group of people (e.g., average age, percentage agreeing with a proposition, level of awareness of an issue), or to make comparisons between groups of people (e.g., to determine whether members of different generations held the same or different views on immigration).

See our page: Surveys and Survey Design for more information.

Documentary Analysis

Documentary analysis involves obtaining data from existing documents without having to question people through interview, questionnaires or observe their behaviour. Documentary analysis is the main way that historians obtain data about their research subjects, but it can also be a valuable tool for contemporary social scientists.

Documents are tangible materials in which facts or ideas have been recorded.  Typically, we think of items written or produced on paper, such as newspaper articles, Government policy records, leaflets and minutes of meetings.  Items in other media can also be the subject of documentary analysis, including films, songs, websites and photographs.

Documents can reveal a great deal about the people or organisation that produced them and the social context in which they emerged. 

Some documents are part of the public domain and are freely accessible, whereas other documents may be classified, confidential or otherwise unavailable to public access.  If such documents are used as data for research, the researcher must come to an agreement with the holder of the documents about how the contents can and cannot be used and how confidentiality will be preserved.

How to Choose your Methodology and Precise Research Methods

Your methodology should be linked back to your research questions and previous research.

Visit your university or college library and ask the librarians for help; they should be able to help you to identify the standard research method textbooks in your field. See also our section on Research Methods for some further ideas.

Such books will help you to identify your broad research philosophy, and then choose methods which relate to that. This section of your dissertation or thesis should set your research in the context of its theoretical underpinnings.

The methodology should also explain the weaknesses of your chosen approach and how you plan to avoid the worst pitfalls, perhaps by triangulating your data with other methods, or why you do not think the weakness is relevant.

For every philosophical underpinning, you will almost certainly be able to find researchers who support it and those who don’t.

Use the arguments for and against expressed in the literature to explain why you have chosen to use this methodology or why the weaknesses don’t matter here.

Structuring your Methodology

It is usually helpful to start your section on methodology by setting out the conceptual framework in which you plan to operate with reference to the key texts on that approach.

You should be clear throughout about the strengths and weaknesses of your chosen approach and how you plan to address them. You should also note any issues of which to be aware, for example in sample selection or to make your findings more relevant.

You should then move on to discuss your research questions, and how you plan to address each of them.

This is the point at which to set out your chosen research methods, including their theoretical basis, and the literature supporting them. You should make clear whether you think the method is ‘tried and tested’ or much more experimental, and what kind of reliance you could place on the results. You will also need to discuss this again in the discussion section.

Your research may even aim to test the research methods, to see if they work in certain circumstances.

You should conclude by summarising your research methods, the underpinning approach, and what you see as the key challenges that you will face in your research. Again, these are the areas that you will want to revisit in your discussion.

Your methodology, and the precise methods that you choose to use in your research, are crucial to its success.

It is worth spending plenty of time on this section to ensure that you get it right. As always, draw on the resources available to you, for example by discussing your plans in detail with your supervisor who may be able to suggest whether your approach has significant flaws which you could address in some way.

Continue to: Research Methods Designing Research

See Also: Dissertation: Results and Discussion Writing a Literature Review | Writing a Research Proposal Writing a Dissertation: The Introduction

Library Guides

Dissertations 4: methodology: start.

• Introduction & Philosophy
• Methodology

The Methodology Chapter

The methodology chapter flows organically from the literature review. This means that at this stage you should have reviewed the literature in your field of study, analysed research that has been conducted and highlighted how it was conducted. In turn, this should reflect the foundation of your own project as you will have to link it to your chosen research method.  

The methodology chapter also involves describing your method in detail and justifying the approach you are going to adopt, taking into consideration the limitations and ethical implications of your model. Your description should be detailed enough that someone reading your methodology can recreate your approach. 

Therefore, the methodology requires you to:

• describe your methods
• demonstrate a clear connection between your research question (or hypothesis) and the means by which you will reach your conclusions 
• present justification (strengths) and limitations (weaknesses) of your methods  

What are Methods & Methodology?

Methods 

In order to appreciate what methods are, let us remember what research is about. Research can be summarised into three points (Cottrell, 2014, p9): 

A question 

Methods of arriving at an answer 

The answer 

Thus, methods are the means to research and answer the research question, or test the hypothesis. Methods include techniques and procedures used to obtain and analyse data (Saunders, Lewis and Thornhill, 2015, p4). Your methods can consist of primary and secondary sources, qualitative, quantitative and mixed methods, as illustrated in this guide.  

Methodology 

Methodology is sometimes used interchangeably with methods, or as the set of methods used in a research. More specifically, as the name would suggest, methodo-logy is the logos, the reasoning, on the methods. It is also referred to as the theory of how research should be undertaken (Saunders, Lewis and Thornhill, 2015, p4). This is why you normally would have a methodology, rather than methods, chapter in a dissertation.  

First Key Tip

We hope this guide will be helpful, but it is of fundamental importance that you also use a  research methods book  (or other authoritative source) for your discipline . The book will guide you on best methods for your research, give you practical guidance, and present critical insights and limitations of the methods.

• Next: Structure >>
• Last Updated: Sep 14, 2022 12:58 PM
• URL: https://libguides.westminster.ac.uk/methodology-for-dissertations

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2024 Theses Doctoral

Statistically Efficient Methods for Computation-Aware Uncertainty Quantification and Rare-Event Optimization

He, Shengyi

The thesis covers two fundamental topics that are important across the disciplines of operations research, statistics and even more broadly, namely stochastic optimization and uncertainty quantification, with the common theme to address both statistical accuracy and computational constraints. Here, statistical accuracy encompasses the precision of estimated solutions in stochastic optimization, as well as the tightness or reliability of confidence intervals. Computational concerns arise from rare events or expensive models, necessitating efficient sampling methods or computation procedures. In the first half of this thesis, we study stochastic optimization that involves rare events, which arises in various contexts including risk-averse decision-making and training of machine learning models. Because of the presence of rare events, crude Monte Carlo methods can be prohibitively inefficient, as it takes a sample size reciprocal to the rare-event probability to obtain valid statistical information about the rare-event. To address this issue, we investigate the use of importance sampling (IS) to reduce the required sample size. IS is commonly used to handle rare events, and the idea is to sample from an alternative distribution that hits the rare event more frequently and adjusts the estimator with a likelihood ratio to retain unbiasedness. While IS has been long studied, most of its literature focuses on estimation problems and methodologies to obtain good IS in these contexts. Contrary to these studies, the first half of this thesis provides a systematic study on the efficient use of IS in stochastic optimization. In Chapter 2, we propose an adaptive procedure that converts an efficient IS for gradient estimation to an efficient IS procedure for stochastic optimization. Then, in Chapter 3, we provide an efficient IS for gradient estimation, which serves as the input for the procedure in Chapter 2. In the second half of this thesis, we study uncertainty quantification in the sense of constructing a confidence interval (CI) for target model quantities or prediction. We are interested in the setting of expensive black-box models, which means that we are confined to using a low number of model runs, and we also lack the ability to obtain auxiliary model information such as gradients. In this case, a classical method is batching, which divides data into a few batches and then constructs a CI based on the batched estimates. Another method is the recently proposed cheap bootstrap that is constructed on a few resamples in a similar manner as batching. These methods could save computation since they do not need an accurate variability estimator which requires sufficient model evaluations to obtain. Instead, they cancel out the variability when constructing pivotal statistics, and thus obtain asymptotically valid t-distribution-based CIs with only few batches or resamples. The second half of this thesis studies several theoretical aspects of these computation-aware CI construction methods. In Chapter 4, we study the statistical optimality on CI tightness among various computation-aware CIs. Then, in Chapter 5, we study the higher-order coverage errors of batching methods. Finally, Chapter 6 is a related investigation on the higher-order coverage and correction of distributionally robust optimization (DRO) as another CI construction tool, which assumes an amount of analytical information on the model but bears similarity to Chapter 5 in terms of analysis techniques.

• Operations research
• Stochastic processes--Mathematical models
• Mathematical optimization
• Bootstrap (Statistics)
• Sampling (Statistics)

More About This Work

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How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

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

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

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

Overview: Choosing Your Methodology

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

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

1. Understanding the options

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

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

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

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

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

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

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

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

2. How to choose a research methodology

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

The three factors you need to consider are:

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

Let’s take a look at each of these.

Factor #1: The nature of your research

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

But, what types of research exist?

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

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

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

Let’s look at an example in action.

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

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

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

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

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

Need a helping hand?

Factor #2: The disciplinary norms

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

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

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

Factor #3: Practicalities

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

But what constraints, you ask?

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

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

Let’s look at each of these.

Constraint #1: Data access

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

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

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

Constraint #2: Time

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

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

Constraint #3: Money

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

Some of the costs that may arise include:

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

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

Constraint #4: Equipment & software

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

Constraint #5: Your knowledge and skillset

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

Some of the questions you should ask yourself are:

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

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

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

Recap: Choosing a methodology

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

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

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

Psst... there’s more!

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

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Very useful and informative especially for beginners

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

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

Hi I am Anna ,

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

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

I found the post very informative and practical.

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

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

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

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