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Descriptive Research Design – Types, Methods and Examples

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Descriptive Research Design

Definition:

Descriptive research design is a type of research methodology that aims to describe or document the characteristics, behaviors, attitudes, opinions, or perceptions of a group or population being studied.

Descriptive research design does not attempt to establish cause-and-effect relationships between variables or make predictions about future outcomes. Instead, it focuses on providing a detailed and accurate representation of the data collected, which can be useful for generating hypotheses, exploring trends, and identifying patterns in the data.

Types of Descriptive Research Design

Types of Descriptive Research Design are as follows:

Cross-sectional Study

This involves collecting data at a single point in time from a sample or population to describe their characteristics or behaviors. For example, a researcher may conduct a cross-sectional study to investigate the prevalence of certain health conditions among a population, or to describe the attitudes and beliefs of a particular group.

Longitudinal Study

This involves collecting data over an extended period of time, often through repeated observations or surveys of the same group or population. Longitudinal studies can be used to track changes in attitudes, behaviors, or outcomes over time, or to investigate the effects of interventions or treatments.

This involves an in-depth examination of a single individual, group, or situation to gain a detailed understanding of its characteristics or dynamics. Case studies are often used in psychology, sociology, and business to explore complex phenomena or to generate hypotheses for further research.

Survey Research

This involves collecting data from a sample or population through standardized questionnaires or interviews. Surveys can be used to describe attitudes, opinions, behaviors, or demographic characteristics of a group, and can be conducted in person, by phone, or online.

Observational Research

This involves observing and documenting the behavior or interactions of individuals or groups in a natural or controlled setting. Observational studies can be used to describe social, cultural, or environmental phenomena, or to investigate the effects of interventions or treatments.

Correlational Research

This involves examining the relationships between two or more variables to describe their patterns or associations. Correlational studies can be used to identify potential causal relationships or to explore the strength and direction of relationships between variables.

Data Analysis Methods

Descriptive research design data analysis methods depend on the type of data collected and the research question being addressed. Here are some common methods of data analysis for descriptive research:

Descriptive Statistics

This method involves analyzing data to summarize and describe the key features of a sample or population. Descriptive statistics can include measures of central tendency (e.g., mean, median, mode) and measures of variability (e.g., range, standard deviation).

Cross-tabulation

This method involves analyzing data by creating a table that shows the frequency of two or more variables together. Cross-tabulation can help identify patterns or relationships between variables.

Content Analysis

This method involves analyzing qualitative data (e.g., text, images, audio) to identify themes, patterns, or trends. Content analysis can be used to describe the characteristics of a sample or population, or to identify factors that influence attitudes or behaviors.

Qualitative Coding

This method involves analyzing qualitative data by assigning codes to segments of data based on their meaning or content. Qualitative coding can be used to identify common themes, patterns, or categories within the data.

Visualization

This method involves creating graphs or charts to represent data visually. Visualization can help identify patterns or relationships between variables and make it easier to communicate findings to others.

Comparative Analysis

This method involves comparing data across different groups or time periods to identify similarities and differences. Comparative analysis can help describe changes in attitudes or behaviors over time or differences between subgroups within a population.

Applications of Descriptive Research Design

Descriptive research design has numerous applications in various fields. Some of the common applications of descriptive research design are:

• Market research: Descriptive research design is widely used in market research to understand consumer preferences, behavior, and attitudes. This helps companies to develop new products and services, improve marketing strategies, and increase customer satisfaction.
• Health research: Descriptive research design is used in health research to describe the prevalence and distribution of a disease or health condition in a population. This helps healthcare providers to develop prevention and treatment strategies.
• Educational research: Descriptive research design is used in educational research to describe the performance of students, schools, or educational programs. This helps educators to improve teaching methods and develop effective educational programs.
• Social science research: Descriptive research design is used in social science research to describe social phenomena such as cultural norms, values, and beliefs. This helps researchers to understand social behavior and develop effective policies.
• Public opinion research: Descriptive research design is used in public opinion research to understand the opinions and attitudes of the general public on various issues. This helps policymakers to develop effective policies that are aligned with public opinion.
• Environmental research: Descriptive research design is used in environmental research to describe the environmental conditions of a particular region or ecosystem. This helps policymakers and environmentalists to develop effective conservation and preservation strategies.

Descriptive Research Design Examples

Here are some real-time examples of descriptive research designs:

• A restaurant chain wants to understand the demographics and attitudes of its customers. They conduct a survey asking customers about their age, gender, income, frequency of visits, favorite menu items, and overall satisfaction. The survey data is analyzed using descriptive statistics and cross-tabulation to describe the characteristics of their customer base.
• A medical researcher wants to describe the prevalence and risk factors of a particular disease in a population. They conduct a cross-sectional study in which they collect data from a sample of individuals using a standardized questionnaire. The data is analyzed using descriptive statistics and cross-tabulation to identify patterns in the prevalence and risk factors of the disease.
• An education researcher wants to describe the learning outcomes of students in a particular school district. They collect test scores from a representative sample of students in the district and use descriptive statistics to calculate the mean, median, and standard deviation of the scores. They also create visualizations such as histograms and box plots to show the distribution of scores.
• A marketing team wants to understand the attitudes and behaviors of consumers towards a new product. They conduct a series of focus groups and use qualitative coding to identify common themes and patterns in the data. They also create visualizations such as word clouds to show the most frequently mentioned topics.
• An environmental scientist wants to describe the biodiversity of a particular ecosystem. They conduct an observational study in which they collect data on the species and abundance of plants and animals in the ecosystem. The data is analyzed using descriptive statistics to describe the diversity and richness of the ecosystem.

How to Conduct Descriptive Research Design

To conduct a descriptive research design, you can follow these general steps:

• Define your research question: Clearly define the research question or problem that you want to address. Your research question should be specific and focused to guide your data collection and analysis.
• Choose your research method: Select the most appropriate research method for your research question. As discussed earlier, common research methods for descriptive research include surveys, case studies, observational studies, cross-sectional studies, and longitudinal studies.
• Design your study: Plan the details of your study, including the sampling strategy, data collection methods, and data analysis plan. Determine the sample size and sampling method, decide on the data collection tools (such as questionnaires, interviews, or observations), and outline your data analysis plan.
• Collect data: Collect data from your sample or population using the data collection tools you have chosen. Ensure that you follow ethical guidelines for research and obtain informed consent from participants.
• Analyze data: Use appropriate statistical or qualitative analysis methods to analyze your data. As discussed earlier, common data analysis methods for descriptive research include descriptive statistics, cross-tabulation, content analysis, qualitative coding, visualization, and comparative analysis.
• I nterpret results: Interpret your findings in light of your research question and objectives. Identify patterns, trends, and relationships in the data, and describe the characteristics of your sample or population.
• Draw conclusions and report results: Draw conclusions based on your analysis and interpretation of the data. Report your results in a clear and concise manner, using appropriate tables, graphs, or figures to present your findings. Ensure that your report follows accepted research standards and guidelines.

When to Use Descriptive Research Design

Descriptive research design is used in situations where the researcher wants to describe a population or phenomenon in detail. It is used to gather information about the current status or condition of a group or phenomenon without making any causal inferences. Descriptive research design is useful in the following situations:

• Exploratory research: Descriptive research design is often used in exploratory research to gain an initial understanding of a phenomenon or population.
• Identifying trends: Descriptive research design can be used to identify trends or patterns in a population, such as changes in consumer behavior or attitudes over time.
• Market research: Descriptive research design is commonly used in market research to understand consumer preferences, behavior, and attitudes.
• Health research: Descriptive research design is useful in health research to describe the prevalence and distribution of a disease or health condition in a population.
• Social science research: Descriptive research design is used in social science research to describe social phenomena such as cultural norms, values, and beliefs.
• Educational research: Descriptive research design is used in educational research to describe the performance of students, schools, or educational programs.

Purpose of Descriptive Research Design

The main purpose of descriptive research design is to describe and measure the characteristics of a population or phenomenon in a systematic and objective manner. It involves collecting data that describe the current status or condition of the population or phenomenon of interest, without manipulating or altering any variables.

The purpose of descriptive research design can be summarized as follows:

• To provide an accurate description of a population or phenomenon: Descriptive research design aims to provide a comprehensive and accurate description of a population or phenomenon of interest. This can help researchers to develop a better understanding of the characteristics of the population or phenomenon.
• To identify trends and patterns: Descriptive research design can help researchers to identify trends and patterns in the data, such as changes in behavior or attitudes over time. This can be useful for making predictions and developing strategies.
• To generate hypotheses: Descriptive research design can be used to generate hypotheses or research questions that can be tested in future studies. For example, if a descriptive study finds a correlation between two variables, this could lead to the development of a hypothesis about the causal relationship between the variables.
• To establish a baseline: Descriptive research design can establish a baseline or starting point for future research. This can be useful for comparing data from different time periods or populations.

Characteristics of Descriptive Research Design

Descriptive research design has several key characteristics that distinguish it from other research designs. Some of the main characteristics of descriptive research design are:

• Objective : Descriptive research design is objective in nature, which means that it focuses on collecting factual and accurate data without any personal bias. The researcher aims to report the data objectively without any personal interpretation.
• Non-experimental: Descriptive research design is non-experimental, which means that the researcher does not manipulate any variables. The researcher simply observes and records the behavior or characteristics of the population or phenomenon of interest.
• Quantitative : Descriptive research design is quantitative in nature, which means that it involves collecting numerical data that can be analyzed using statistical techniques. This helps to provide a more precise and accurate description of the population or phenomenon.
• Cross-sectional: Descriptive research design is often cross-sectional, which means that the data is collected at a single point in time. This can be useful for understanding the current state of the population or phenomenon, but it may not provide information about changes over time.
• Large sample size: Descriptive research design typically involves a large sample size, which helps to ensure that the data is representative of the population of interest. A large sample size also helps to increase the reliability and validity of the data.
• Systematic and structured: Descriptive research design involves a systematic and structured approach to data collection, which helps to ensure that the data is accurate and reliable. This involves using standardized procedures for data collection, such as surveys, questionnaires, or observation checklists.

Advantages of Descriptive Research Design

Descriptive research design has several advantages that make it a popular choice for researchers. Some of the main advantages of descriptive research design are:

• Provides an accurate description: Descriptive research design is focused on accurately describing the characteristics of a population or phenomenon. This can help researchers to develop a better understanding of the subject of interest.
• Easy to conduct: Descriptive research design is relatively easy to conduct and requires minimal resources compared to other research designs. It can be conducted quickly and efficiently, and data can be collected through surveys, questionnaires, or observations.
• Useful for generating hypotheses: Descriptive research design can be used to generate hypotheses or research questions that can be tested in future studies. For example, if a descriptive study finds a correlation between two variables, this could lead to the development of a hypothesis about the causal relationship between the variables.
• Large sample size : Descriptive research design typically involves a large sample size, which helps to ensure that the data is representative of the population of interest. A large sample size also helps to increase the reliability and validity of the data.
• Can be used to monitor changes : Descriptive research design can be used to monitor changes over time in a population or phenomenon. This can be useful for identifying trends and patterns, and for making predictions about future behavior or attitudes.
• Can be used in a variety of fields : Descriptive research design can be used in a variety of fields, including social sciences, healthcare, business, and education.

Limitation of Descriptive Research Design

Descriptive research design also has some limitations that researchers should consider before using this design. Some of the main limitations of descriptive research design are:

• Cannot establish cause and effect: Descriptive research design cannot establish cause and effect relationships between variables. It only provides a description of the characteristics of the population or phenomenon of interest.
• Limited generalizability: The results of a descriptive study may not be generalizable to other populations or situations. This is because descriptive research design often involves a specific sample or situation, which may not be representative of the broader population.
• Potential for bias: Descriptive research design can be subject to bias, particularly if the researcher is not objective in their data collection or interpretation. This can lead to inaccurate or incomplete descriptions of the population or phenomenon of interest.
• Limited depth: Descriptive research design may provide a superficial description of the population or phenomenon of interest. It does not delve into the underlying causes or mechanisms behind the observed behavior or characteristics.
• Limited utility for theory development: Descriptive research design may not be useful for developing theories about the relationship between variables. It only provides a description of the variables themselves.
• Relies on self-report data: Descriptive research design often relies on self-report data, such as surveys or questionnaires. This type of data may be subject to biases, such as social desirability bias or recall bias.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• Descriptive Research Designs: Types, Examples & Methods

One of the components of research is getting enough information about the research problem—the what, how, when and where answers, which is why descriptive research is an important type of research. It is very useful when conducting research whose aim is to identify characteristics, frequencies, trends, correlations, and categories.

This research method takes a problem with little to no relevant information and gives it a befitting description using qualitative and quantitative research method s. Descriptive research aims to accurately describe a research problem.

In the subsequent sections, we will be explaining what descriptive research means, its types, examples, and data collection methods.

What is Descriptive Research?

Descriptive research is a type of research that describes a population, situation, or phenomenon that is being studied. It focuses on answering the how, what, when, and where questions If a research problem, rather than the why.

This is mainly because it is important to have a proper understanding of what a research problem is about before investigating why it exists in the first place. 

For example, an investor considering an investment in the ever-changing Amsterdam housing market needs to understand what the current state of the market is, how it changes (increasing or decreasing), and when it changes (time of the year) before asking for the why. This is where descriptive research comes in.

What Are The Types of Descriptive Research?

Descriptive research is classified into different types according to the kind of approach that is used in conducting descriptive research. The different types of descriptive research are highlighted below:

• Descriptive-survey

Descriptive survey research uses surveys to gather data about varying subjects. This data aims to know the extent to which different conditions can be obtained among these subjects.

For example, a researcher wants to determine the qualification of employed professionals in Maryland. He uses a survey as his research instrument , and each item on the survey related to qualifications is subjected to a Yes/No answer. 

This way, the researcher can describe the qualifications possessed by the employed demographics of this community. 

• Descriptive-normative survey

This is an extension of the descriptive survey, with the addition being the normative element. In the descriptive-normative survey, the results of the study should be compared with the norm.

For example, an organization that wishes to test the skills of its employees by a team may have them take a skills test. The skills tests are the evaluation tool in this case, and the result of this test is compared with the norm of each role.

If the score of the team is one standard deviation above the mean, it is very satisfactory, if within the mean, satisfactory, and one standard deviation below the mean is unsatisfactory.

• Descriptive-status

This is a quantitative description technique that seeks to answer questions about real-life situations. For example, a researcher researching the income of the employees in a company, and the relationship with their performance.

A survey will be carried out to gather enough data about the income of the employees, then their performance will be evaluated and compared to their income. This will help determine whether a higher income means better performance and low income means lower performance or vice versa.

• Descriptive-analysis

The descriptive-analysis method of research describes a subject by further analyzing it, which in this case involves dividing it into 2 parts. For example, the HR personnel of a company that wishes to analyze the job role of each employee of the company may divide the employees into the people that work at the Headquarters in the US and those that work from Oslo, Norway office.

A questionnaire is devised to analyze the job role of employees with similar salaries and who work in similar positions.

• Descriptive classification

This method is employed in biological sciences for the classification of plants and animals. A researcher who wishes to classify the sea animals into different species will collect samples from various search stations, then classify them accordingly.

• Descriptive-comparative

In descriptive-comparative research, the researcher considers 2 variables that are not manipulated, and establish a formal procedure to conclude that one is better than the other. For example, an examination body wants to determine the better method of conducting tests between paper-based and computer-based tests.

A random sample of potential participants of the test may be asked to use the 2 different methods, and factors like failure rates, time factors, and others will be evaluated to arrive at the best method.

• Correlative Survey

Correlative surveys are used to determine whether the relationship between 2 variables is positive, negative, or neutral. That is, if 2 variables say X and Y are directly proportional, inversely proportional or are not related to each other.

Examples of Descriptive Research

There are different examples of descriptive research, that may be highlighted from its types, uses, and applications. However, we will be restricting ourselves to only 3 distinct examples in this article.

• Comparing Student Performance:

An academic institution may wish 2 compare the performance of its junior high school students in English language and Mathematics. This may be used to classify students based on 2 major groups, with one group going ahead to study while courses, while the other study courses in the Arts & Humanities field.

Students who are more proficient in mathematics will be encouraged to go into STEM and vice versa. Institutions may also use this data to identify students’ weak points and work on ways to assist them.

• Scientific Classification

During the major scientific classification of plants, animals, and periodic table elements, the characteristics and components of each subject are evaluated and used to determine how they are classified.

For example, living things may be classified into kingdom Plantae or kingdom animal is depending on their nature. Further classification may group animals into mammals, pieces, vertebrae, invertebrae, etc. 

All these classifications are made a result of descriptive research which describes what they are.

• Human Behavior

When studying human behaviour based on a factor or event, the researcher observes the characteristics, behaviour, and reaction, then use it to conclude. A company willing to sell to its target market needs to first study the behaviour of the market.

This may be done by observing how its target reacts to a competitor’s product, then use it to determine their behaviour.

What are the Characteristics of Descriptive Research?  

The characteristics of descriptive research can be highlighted from its definition, applications, data collection methods, and examples. Some characteristics of descriptive research are:

• Quantitativeness

Descriptive research uses a quantitative research method by collecting quantifiable information to be used for statistical analysis of the population sample. This is very common when dealing with research in the physical sciences.

• Qualitativeness

It can also be carried out using the qualitative research method, to properly describe the research problem. This is because descriptive research is more explanatory than exploratory or experimental.

• Uncontrolled variables

In descriptive research, researchers cannot control the variables like they do in experimental research.

• The basis for further research

The results of descriptive research can be further analyzed and used in other research methods. It can also inform the next line of research, including the research method that should be used.

This is because it provides basic information about the research problem, which may give birth to other questions like why a particular thing is the way it is.

Why Use Descriptive Research Design?  

Descriptive research can be used to investigate the background of a research problem and get the required information needed to carry out further research. It is used in multiple ways by different organizations, and especially when getting the required information about their target audience.

• Define subject characteristics :

It is used to determine the characteristics of the subjects, including their traits, behaviour, opinion, etc. This information may be gathered with the use of surveys, which are shared with the respondents who in this case, are the research subjects.

For example, a survey evaluating the number of hours millennials in a community spends on the internet weekly, will help a service provider make informed business decisions regarding the market potential of the community.

• Measure Data Trends

It helps to measure the changes in data over some time through statistical methods. Consider the case of individuals who want to invest in stock markets, so they evaluate the changes in prices of the available stocks to make a decision investment decision.

Brokerage companies are however the ones who carry out the descriptive research process, while individuals can view the data trends and make decisions.

Descriptive research is also used to compare how different demographics respond to certain variables. For example, an organization may study how people with different income levels react to the launch of a new Apple phone.

This kind of research may take a survey that will help determine which group of individuals are purchasing the new Apple phone. Do the low-income earners also purchase the phone, or only the high-income earners do?

Further research using another technique will explain why low-income earners are purchasing the phone even though they can barely afford it. This will help inform strategies that will lure other low-income earners and increase company sales.

• Validate existing conditions

When you are not sure about the validity of an existing condition, you can use descriptive research to ascertain the underlying patterns of the research object. This is because descriptive research methods make an in-depth analysis of each variable before making conclusions.

• Conducted Overtime

Descriptive research is conducted over some time to ascertain the changes observed at each point in time. The higher the number of times it is conducted, the more authentic the conclusion will be.

What are the Disadvantages of Descriptive Research?  

• Response and Non-response Bias

Respondents may either decide not to respond to questions or give incorrect responses if they feel the questions are too confidential. When researchers use observational methods, respondents may also decide to behave in a particular manner because they feel they are being watched.

• The researcher may decide to influence the result of the research due to personal opinion or bias towards a particular subject. For example, a stockbroker who also has a business of his own may try to lure investors into investing in his own company by manipulating results.
• A case-study or sample taken from a large population is not representative of the whole population.
• Limited scope:The scope of descriptive research is limited to the what of research, with no information on why thereby limiting the scope of the research.

What are the Data Collection Methods in Descriptive Research?  

There are 3 main data collection methods in descriptive research, namely; observational method, case study method, and survey research.

1. Observational Method

The observational method allows researchers to collect data based on their view of the behaviour and characteristics of the respondent, with the respondents themselves not directly having an input. It is often used in market research, psychology, and some other social science research to understand human behaviour.

It is also an important aspect of physical scientific research, with it being one of the most effective methods of conducting descriptive research . This process can be said to be either quantitative or qualitative.

Quantitative observation involved the objective collection of numerical data , whose results can be analyzed using numerical and statistical methods. 

Qualitative observation, on the other hand, involves the monitoring of characteristics and not the measurement of numbers. The researcher makes his observation from a distance, records it, and is used to inform conclusions.

2. Case Study Method

A case study is a sample group (an individual, a group of people, organizations, events, etc.) whose characteristics are used to describe the characteristics of a larger group in which the case study is a subgroup. The information gathered from investigating a case study may be generalized to serve the larger group.

This generalization, may, however, be risky because case studies are not sufficient to make accurate predictions about larger groups. Case studies are a poor case of generalization.

3. Survey Research

This is a very popular data collection method in research designs. In survey research, researchers create a survey or questionnaire and distribute it to respondents who give answers.

Generally, it is used to obtain quick information directly from the primary source and also conducting rigorous quantitative and qualitative research. In some cases, survey research uses a blend of both qualitative and quantitative strategies.

Survey research can be carried out both online and offline using the following methods

• Online Surveys: This is a cheap method of carrying out surveys and getting enough responses. It can be carried out using Formplus, an online survey builder. Formplus has amazing tools and features that will help increase response rates.
• Offline Surveys: This includes paper forms, mobile offline forms , and SMS-based forms.

What Are The Differences Between Descriptive and Correlational Research?  

Before going into the differences between descriptive and correlation research, we need to have a proper understanding of what correlation research is about. Therefore, we will be giving a summary of the correlation research below.

Correlational research is a type of descriptive research, which is used to measure the relationship between 2 variables, with the researcher having no control over them. It aims to find whether there is; positive correlation (both variables change in the same direction), negative correlation (the variables change in the opposite direction), or zero correlation (there is no relationship between the variables).

Correlational research may be used in 2 situations;

(i) when trying to find out if there is a relationship between two variables, and

(ii) when a causal relationship is suspected between two variables, but it is impractical or unethical to conduct experimental research that manipulates one of the variables. 

Below are some of the differences between correlational and descriptive research:

• Definitions :

Descriptive research aims is a type of research that provides an in-depth understanding of the study population, while correlational research is the type of research that measures the relationship between 2 variables. 

• Characteristics :

Descriptive research provides descriptive data explaining what the research subject is about, while correlation research explores the relationship between data and not their description.

• Predictions :

 Predictions cannot be made in descriptive research while correlation research accommodates the possibility of making predictions.

Descriptive Research vs. Causal Research

Descriptive research and causal research are both research methodologies, however, one focuses on a subject’s behaviors while the latter focuses on a relationship’s cause-and-effect. To buttress the above point, descriptive research aims to describe and document the characteristics, behaviors, or phenomena of a particular or specific population or situation. 

It focuses on providing an accurate and detailed account of an already existing state of affairs between variables. Descriptive research answers the questions of “what,” “where,” “when,” and “how” without attempting to establish any causal relationships or explain any underlying factors that might have caused the behavior.

Causal research, on the other hand, seeks to determine cause-and-effect relationships between variables. It aims to point out the factors that influence or cause a particular result or behavior. Causal research involves manipulating variables, controlling conditions or a subgroup, and observing the resulting effects. The primary objective of causal research is to establish a cause-effect relationship and provide insights into why certain phenomena happen the way they do.

Descriptive Research vs. Analytical Research

Descriptive research provides a detailed and comprehensive account of a specific situation or phenomenon. It focuses on describing and summarizing data without making inferences or attempting to explain underlying factors or the cause of the factor. 

It is primarily concerned with providing an accurate and objective representation of the subject of research. While analytical research goes beyond the description of the phenomena and seeks to analyze and interpret data to discover if there are patterns, relationships, or any underlying factors. 

It examines the data critically, applies statistical techniques or other analytical methods, and draws conclusions based on the discovery. Analytical research also aims to explore the relationships between variables and understand the underlying mechanisms or processes involved.

Descriptive Research vs. Exploratory Research

Descriptive research is a research method that focuses on providing a detailed and accurate account of a specific situation, group, or phenomenon. This type of research describes the characteristics, behaviors, or relationships within the given context without looking for an underlying cause. 

Descriptive research typically involves collecting and analyzing quantitative or qualitative data to generate descriptive statistics or narratives. Exploratory research differs from descriptive research because it aims to explore and gain firsthand insights or knowledge into a relatively unexplored or poorly understood topic. 

It focuses on generating ideas, hypotheses, or theories rather than providing definitive answers. Exploratory research is often conducted at the early stages of a research project to gather preliminary information and identify key variables or factors for further investigation. It involves open-ended interviews, observations, or small-scale surveys to gather qualitative data.

Read More – Exploratory Research: What are its Method & Examples?

Descriptive Research vs. Experimental Research

Descriptive research aims to describe and document the characteristics, behaviors, or phenomena of a particular population or situation. It focuses on providing an accurate and detailed account of the existing state of affairs. 

Descriptive research typically involves collecting data through surveys, observations, or existing records and analyzing the data to generate descriptive statistics or narratives. It does not involve manipulating variables or establishing cause-and-effect relationships.

Experimental research, on the other hand, involves manipulating variables and controlling conditions to investigate cause-and-effect relationships. It aims to establish causal relationships by introducing an intervention or treatment and observing the resulting effects. 

Experimental research typically involves randomly assigning participants to different groups, such as control and experimental groups, and measuring the outcomes. It allows researchers to control for confounding variables and draw causal conclusions.

Related – Experimental vs Non-Experimental Research: 15 Key Differences

Descriptive Research vs. Explanatory Research

Descriptive research focuses on providing a detailed and accurate account of a specific situation, group, or phenomenon. It aims to describe the characteristics, behaviors, or relationships within the given context. 

Descriptive research is primarily concerned with providing an objective representation of the subject of study without explaining underlying causes or mechanisms. Explanatory research seeks to explain the relationships between variables and uncover the underlying causes or mechanisms. 

It goes beyond description and aims to understand the reasons or factors that influence a particular outcome or behavior. Explanatory research involves analyzing data, conducting statistical analyses, and developing theories or models to explain the observed relationships.

Descriptive Research vs. Inferential Research

Descriptive research focuses on describing and summarizing data without making inferences or generalizations beyond the specific sample or population being studied. It aims to provide an accurate and objective representation of the subject of study. 

Descriptive research typically involves analyzing data to generate descriptive statistics, such as means, frequencies, or percentages, to describe the characteristics or behaviors observed.

Inferential research, however, involves making inferences or generalizations about a larger population based on a smaller sample. 

It aims to draw conclusions about the population characteristics or relationships by analyzing the sample data. Inferential research uses statistical techniques to estimate population parameters, test hypotheses, and determine the level of confidence or significance in the findings.

Related – Inferential Statistics: Definition, Types + Examples

Conclusion  

The uniqueness of descriptive research partly lies in its ability to explore both quantitative and qualitative research methods. Therefore, when conducting descriptive research, researchers have the opportunity to use a wide variety of techniques that aids the research process.

Descriptive research explores research problems in-depth, beyond the surface level thereby giving a detailed description of the research subject. That way, it can aid further research in the field, including other research methods .

It is also very useful in solving real-life problems in various fields of social science, physical science, and education.

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Descriptive research: what it is and how to use it.

8 min read Understanding the who, what and where of a situation or target group is an essential part of effective research and making informed business decisions.

For example you might want to understand what percentage of CEOs have a bachelor’s degree or higher. Or you might want to understand what percentage of low income families receive government support – or what kind of support they receive.

Descriptive research is what will be used in these types of studies.

In this guide we’ll look through the main issues relating to descriptive research to give you a better understanding of what it is, and how and why you can use it.

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What is descriptive research?

Descriptive research is a research method used to try and determine the characteristics of a population or particular phenomenon.

Using descriptive research you can identify patterns in the characteristics of a group to essentially establish everything you need to understand apart from why something has happened.

Market researchers use descriptive research for a range of commercial purposes to guide key decisions.

For example you could use descriptive research to understand fashion trends in a given city when planning your clothing collection for the year. Using descriptive research you can conduct in depth analysis on the demographic makeup of your target area and use the data analysis to establish buying patterns.

Conducting descriptive research wouldn’t, however, tell you why shoppers are buying a particular type of fashion item.

Descriptive research design

Descriptive research design uses a range of both qualitative research and quantitative data (although quantitative research is the primary research method) to gather information to make accurate predictions about a particular problem or hypothesis.

As a survey method, descriptive research designs will help researchers identify characteristics in their target market or particular population.

These characteristics in the population sample can be identified, observed and measured to guide decisions.

Descriptive research characteristics

While there are a number of descriptive research methods you can deploy for data collection, descriptive research does have a number of predictable characteristics.

Here are a few of the things to consider:

Measure data trends with statistical outcomes

Descriptive research is often popular for survey research because it generates answers in a statistical form, which makes it easy for researchers to carry out a simple statistical analysis to interpret what the data is saying.

Descriptive research design is ideal for further research

Because the data collection for descriptive research produces statistical outcomes, it can also be used as secondary data for another research study.

Plus, the data collected from descriptive research can be subjected to other types of data analysis .

Uncontrolled variables

A key component of the descriptive research method is that it uses random variables that are not controlled by the researchers. This is because descriptive research aims to understand the natural behavior of the research subject.

It’s carried out in a natural environment

Descriptive research is often carried out in a natural environment. This is because researchers aim to gather data in a natural setting to avoid swaying respondents.

Data can be gathered using survey questions or online surveys.

For example, if you want to understand the fashion trends we mentioned earlier, you would set up a study in which a researcher observes people in the respondent’s natural environment to understand their habits and preferences.

Descriptive research allows for cross sectional study

Because of the nature of descriptive research design and the randomness of the sample group being observed, descriptive research is ideal for cross sectional studies – essentially the demographics of the group can vary widely and your aim is to gain insights from within the group.

This can be highly beneficial when you’re looking to understand the behaviors or preferences of a wider population.

Descriptive research advantages

There are many advantages to using descriptive research, some of them include:

Cost effectiveness

Because the elements needed for descriptive research design are not specific or highly targeted (and occur within the respondent’s natural environment) this type of study is relatively cheap to carry out.

Multiple types of data can be collected

A big advantage of this research type, is that you can use it to collect both quantitative and qualitative data. This means you can use the stats gathered to easily identify underlying patterns in your respondents’ behavior.

Descriptive research disadvantages

Potential reliability issues.

When conducting descriptive research it’s important that the initial survey questions are properly formulated.

If not, it could make the answers unreliable and risk the credibility of your study.

Potential limitations

As we’ve mentioned, descriptive research design is ideal for understanding the what, who or where of a situation or phenomenon.

However, it can’t help you understand the cause or effect of the behavior. This means you’ll need to conduct further research to get a more complete picture of a situation.

Descriptive research methods

Because descriptive research methods include a range of quantitative and qualitative research, there are several research methods you can use.

Use case studies

Case studies in descriptive research involve conducting in-depth and detailed studies in which researchers get a specific person or case to answer questions.

Case studies shouldn’t be used to generate results, rather it should be used to build or establish hypothesis that you can expand into further market research .

For example you could gather detailed data about a specific business phenomenon, and then use this deeper understanding of that specific case.

Use observational methods

This type of study uses qualitative observations to understand human behavior within a particular group.

By understanding how the different demographics respond within your sample you can identify patterns and trends.

As an observational method, descriptive research will not tell you the cause of any particular behaviors, but that could be established with further research.

Use survey research

Surveys are one of the most cost effective ways to gather descriptive data.

An online survey or questionnaire can be used in descriptive studies to gather quantitative information about a particular problem.

Survey research is ideal if you’re using descriptive research as your primary research.

Descriptive research examples

Descriptive research is used for a number of commercial purposes or when organizations need to understand the behaviors or opinions of a population.

One of the biggest examples of descriptive research that is used in every democratic country, is during elections.

Using descriptive research, researchers will use surveys to understand who voters are more likely to choose out of the parties or candidates available.

Using the data provided, researchers can analyze the data to understand what the election result will be.

In a commercial setting, retailers often use descriptive research to figure out trends in shopping and buying decisions.

By gathering information on the habits of shoppers, retailers can get a better understanding of the purchases being made.

Another example that is widely used around the world, is the national census that takes place to understand the population.

The research will provide a more accurate picture of a population’s demographic makeup and help to understand changes over time in areas like population age, health and education level.

Where Qualtrics helps with descriptive research

Whatever type of research you want to carry out, there’s a survey type that will work.

Qualtrics can help you determine the appropriate method and ensure you design a study that will deliver the insights you need.

Our experts can help you with your market research needs , ensuring you get the most out of Qualtrics market research software to design, launch and analyze your data to guide better, more accurate decisions for your organization.

Related resources

Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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Descriptive Research: Definition, Characteristics, Methods + Examples

Suppose an apparel brand wants to understand the fashion purchasing trends among New York’s buyers, then it must conduct a demographic survey of the specific region, gather population data, and then conduct descriptive research on this demographic segment.

The study will then uncover details on “what is the purchasing pattern of New York buyers,” but will not cover any investigative information about “ why ” the patterns exist. Because for the apparel brand trying to break into this market, understanding the nature of their market is the study’s main goal. Let’s talk about it.

What is descriptive research?

Descriptive research is a research method describing the characteristics of the population or phenomenon studied. This descriptive methodology focuses more on the “what” of the research subject than the “why” of the research subject.

The method primarily focuses on describing the nature of a demographic segment without focusing on “why” a particular phenomenon occurs. In other words, it “describes” the research subject without covering “why” it happens.

Characteristics of descriptive research

The term descriptive research then refers to research questions, the design of the study, and data analysis conducted on that topic. We call it an observational research method because none of the research study variables are influenced in any capacity.

Some distinctive characteristics of descriptive research are:

• Quantitative research: It is a quantitative research method that attempts to collect quantifiable information for statistical analysis of the population sample. It is a popular market research tool that allows us to collect and describe the demographic segment’s nature.
• Uncontrolled variables: In it, none of the variables are influenced in any way. This uses observational methods to conduct the research. Hence, the nature of the variables or their behavior is not in the hands of the researcher.
• Cross-sectional studies: It is generally a cross-sectional study where different sections belonging to the same group are studied.
• The basis for further research: Researchers further research the data collected and analyzed from descriptive research using different research techniques. The data can also help point towards the types of research methods used for the subsequent research.

Applications of descriptive research with examples

A descriptive research method can be used in multiple ways and for various reasons. Before getting into any survey , though, the survey goals and survey design are crucial. Despite following these steps, there is no way to know if one will meet the research outcome. How to use descriptive research? To understand the end objective of research goals, below are some ways organizations currently use descriptive research today:

• Define respondent characteristics: The aim of using close-ended questions is to draw concrete conclusions about the respondents. This could be the need to derive patterns, traits, and behaviors of the respondents. It could also be to understand from a respondent their attitude, or opinion about the phenomenon. For example, understand millennials and the hours per week they spend browsing the internet. All this information helps the organization researching to make informed business decisions.
• Measure data trends: Researchers measure data trends over time with a descriptive research design’s statistical capabilities. Consider if an apparel company researches different demographics like age groups from 24-35 and 36-45 on a new range launch of autumn wear. If one of those groups doesn’t take too well to the new launch, it provides insight into what clothes are like and what is not. The brand drops the clothes and apparel that customers don’t like.
• Conduct comparisons: Organizations also use a descriptive research design to understand how different groups respond to a specific product or service. For example, an apparel brand creates a survey asking general questions that measure the brand’s image. The same study also asks demographic questions like age, income, gender, geographical location, geographic segmentation , etc. This consumer research helps the organization understand what aspects of the brand appeal to the population and what aspects do not. It also helps make product or marketing fixes or even create a new product line to cater to high-growth potential groups.
• Validate existing conditions: Researchers widely use descriptive research to help ascertain the research object’s prevailing conditions and underlying patterns. Due to the non-invasive research method and the use of quantitative observation and some aspects of qualitative observation , researchers observe each variable and conduct an in-depth analysis . Researchers also use it to validate any existing conditions that may be prevalent in a population.
• Conduct research at different times: The analysis can be conducted at different periods to ascertain any similarities or differences. This also allows any number of variables to be evaluated. For verification, studies on prevailing conditions can also be repeated to draw trends.

Advantages of descriptive research

Some of the significant advantages of descriptive research are:

• Data collection: A researcher can conduct descriptive research using specific methods like observational method, case study method, and survey method. Between these three, all primary data collection methods are covered, which provides a lot of information. This can be used for future research or even for developing a hypothesis for your research object.
• Varied: Since the data collected is qualitative and quantitative, it gives a holistic understanding of a research topic. The information is varied, diverse, and thorough.
• Natural environment: Descriptive research allows for the research to be conducted in the respondent’s natural environment, which ensures that high-quality and honest data is collected.
• Quick to perform and cheap: As the sample size is generally large in descriptive research, the data collection is quick to conduct and is inexpensive.

Descriptive research methods

There are three distinctive methods to conduct descriptive research. They are:

Observational method

The observational method is the most effective method to conduct this research, and researchers make use of both quantitative and qualitative observations.

A quantitative observation is the objective collection of data primarily focused on numbers and values. It suggests “associated with, of or depicted in terms of a quantity.” Results of quantitative observation are derived using statistical and numerical analysis methods. It implies observation of any entity associated with a numeric value such as age, shape, weight, volume, scale, etc. For example, the researcher can track if current customers will refer the brand using a simple Net Promoter Score question .

Qualitative observation doesn’t involve measurements or numbers but instead just monitoring characteristics. In this case, the researcher observes the respondents from a distance. Since the respondents are in a comfortable environment, the characteristics observed are natural and effective. In a descriptive research design, the researcher can choose to be either a complete observer, an observer as a participant, a participant as an observer, or a full participant. For example, in a supermarket, a researcher can from afar monitor and track the customers’ selection and purchasing trends. This offers a more in-depth insight into the purchasing experience of the customer.

Case study method

Case studies involve in-depth research and study of individuals or groups. Case studies lead to a hypothesis and widen a further scope of studying a phenomenon. However, case studies should not be used to determine cause and effect as they can’t make accurate predictions because there could be a bias on the researcher’s part. The other reason why case studies are not a reliable way of conducting descriptive research is that there could be an atypical respondent in the survey. Describing them leads to weak generalizations and moving away from external validity.

Survey research

In survey research, respondents answer through surveys or questionnaires or polls . They are a popular market research tool to collect feedback from respondents. A study to gather useful data should have the right survey questions. It should be a balanced mix of open-ended questions and close ended-questions . The survey method can be conducted online or offline, making it the go-to option for descriptive research where the sample size is enormous.

Examples of descriptive research

Some examples of descriptive research are:

• A specialty food group launching a new range of barbecue rubs would like to understand what flavors of rubs are favored by different people. To understand the preferred flavor palette, they conduct this type of research study using various methods like observational methods in supermarkets. By also surveying while collecting in-depth demographic information, offers insights about the preference of different markets. This can also help tailor make the rubs and spreads to various preferred meats in that demographic. Conducting this type of research helps the organization tweak their business model and amplify marketing in core markets.
• Another example of where this research can be used is if a school district wishes to evaluate teachers’ attitudes about using technology in the classroom. By conducting surveys and observing their comfortableness using technology through observational methods, the researcher can gauge what they can help understand if a full-fledged implementation can face an issue. This also helps in understanding if the students are impacted in any way with this change.

Some other research problems and research questions that can lead to descriptive research are:

• Market researchers want to observe the habits of consumers.
• A company wants to evaluate the morale of its staff.
• A school district wants to understand if students will access online lessons rather than textbooks.
• To understand if its wellness questionnaire programs enhance the overall health of the employees.

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Research Design 101

Everything You Need To Get Started (With Examples)

By: Derek Jansen (MBA) | Reviewers: Eunice Rautenbach (DTech) & Kerryn Warren (PhD) | April 2023

Navigating the world of research can be daunting, especially if you’re a first-time researcher. One concept you’re bound to run into fairly early in your research journey is that of “ research design ”. Here, we’ll guide you through the basics using practical examples , so that you can approach your research with confidence.

Overview: Research Design 101

What is research design.

• Research design types for quantitative studies
• Video explainer : quantitative research design
• Research design types for qualitative studies
• Video explainer : qualitative research design
• How to choose a research design
• Key takeaways

Research design refers to the overall plan, structure or strategy that guides a research project , from its conception to the final data analysis. A good research design serves as the blueprint for how you, as the researcher, will collect and analyse data while ensuring consistency, reliability and validity throughout your study.

Understanding different types of research designs is essential as helps ensure that your approach is suitable  given your research aims, objectives and questions , as well as the resources you have available to you. Without a clear big-picture view of how you’ll design your research, you run the risk of potentially making misaligned choices in terms of your methodology – especially your sampling , data collection and data analysis decisions.

The problem with defining research design…

One of the reasons students struggle with a clear definition of research design is because the term is used very loosely across the internet, and even within academia.

Some sources claim that the three research design types are qualitative, quantitative and mixed methods , which isn’t quite accurate (these just refer to the type of data that you’ll collect and analyse). Other sources state that research design refers to the sum of all your design choices, suggesting it’s more like a research methodology . Others run off on other less common tangents. No wonder there’s confusion!

In this article, we’ll clear up the confusion. We’ll explain the most common research design types for both qualitative and quantitative research projects, whether that is for a full dissertation or thesis, or a smaller research paper or article.

Research Design: Quantitative Studies

Quantitative research involves collecting and analysing data in a numerical form. Broadly speaking, there are four types of quantitative research designs: descriptive , correlational , experimental , and quasi-experimental . 

Descriptive Research Design

As the name suggests, descriptive research design focuses on describing existing conditions, behaviours, or characteristics by systematically gathering information without manipulating any variables. In other words, there is no intervention on the researcher’s part – only data collection.

For example, if you’re studying smartphone addiction among adolescents in your community, you could deploy a survey to a sample of teens asking them to rate their agreement with certain statements that relate to smartphone addiction. The collected data would then provide insight regarding how widespread the issue may be – in other words, it would describe the situation.

The key defining attribute of this type of research design is that it purely describes the situation . In other words, descriptive research design does not explore potential relationships between different variables or the causes that may underlie those relationships. Therefore, descriptive research is useful for generating insight into a research problem by describing its characteristics . By doing so, it can provide valuable insights and is often used as a precursor to other research design types.

Correlational Research Design

Correlational design is a popular choice for researchers aiming to identify and measure the relationship between two or more variables without manipulating them . In other words, this type of research design is useful when you want to know whether a change in one thing tends to be accompanied by a change in another thing.

For example, if you wanted to explore the relationship between exercise frequency and overall health, you could use a correlational design to help you achieve this. In this case, you might gather data on participants’ exercise habits, as well as records of their health indicators like blood pressure, heart rate, or body mass index. Thereafter, you’d use a statistical test to assess whether there’s a relationship between the two variables (exercise frequency and health).

As you can see, correlational research design is useful when you want to explore potential relationships between variables that cannot be manipulated or controlled for ethical, practical, or logistical reasons. It is particularly helpful in terms of developing predictions , and given that it doesn’t involve the manipulation of variables, it can be implemented at a large scale more easily than experimental designs (which will look at next).

That said, it’s important to keep in mind that correlational research design has limitations – most notably that it cannot be used to establish causality . In other words, correlation does not equal causation . To establish causality, you’ll need to move into the realm of experimental design, coming up next…

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Experimental Research Design

Experimental research design is used to determine if there is a causal relationship between two or more variables . With this type of research design, you, as the researcher, manipulate one variable (the independent variable) while controlling others (dependent variables). Doing so allows you to observe the effect of the former on the latter and draw conclusions about potential causality.

For example, if you wanted to measure if/how different types of fertiliser affect plant growth, you could set up several groups of plants, with each group receiving a different type of fertiliser, as well as one with no fertiliser at all. You could then measure how much each plant group grew (on average) over time and compare the results from the different groups to see which fertiliser was most effective.

Overall, experimental research design provides researchers with a powerful way to identify and measure causal relationships (and the direction of causality) between variables. However, developing a rigorous experimental design can be challenging as it’s not always easy to control all the variables in a study. This often results in smaller sample sizes , which can reduce the statistical power and generalisability of the results.

Moreover, experimental research design requires random assignment . This means that the researcher needs to assign participants to different groups or conditions in a way that each participant has an equal chance of being assigned to any group (note that this is not the same as random sampling ). Doing so helps reduce the potential for bias and confounding variables . This need for random assignment can lead to ethics-related issues . For example, withholding a potentially beneficial medical treatment from a control group may be considered unethical in certain situations.

Quasi-Experimental Research Design

Quasi-experimental research design is used when the research aims involve identifying causal relations , but one cannot (or doesn’t want to) randomly assign participants to different groups (for practical or ethical reasons). Instead, with a quasi-experimental research design, the researcher relies on existing groups or pre-existing conditions to form groups for comparison.

For example, if you were studying the effects of a new teaching method on student achievement in a particular school district, you may be unable to randomly assign students to either group and instead have to choose classes or schools that already use different teaching methods. This way, you still achieve separate groups, without having to assign participants to specific groups yourself.

Naturally, quasi-experimental research designs have limitations when compared to experimental designs. Given that participant assignment is not random, it’s more difficult to confidently establish causality between variables, and, as a researcher, you have less control over other variables that may impact findings.

All that said, quasi-experimental designs can still be valuable in research contexts where random assignment is not possible and can often be undertaken on a much larger scale than experimental research, thus increasing the statistical power of the results. What’s important is that you, as the researcher, understand the limitations of the design and conduct your quasi-experiment as rigorously as possible, paying careful attention to any potential confounding variables .

Research Design: Qualitative Studies

There are many different research design types when it comes to qualitative studies, but here we’ll narrow our focus to explore the “Big 4”. Specifically, we’ll look at phenomenological design, grounded theory design, ethnographic design, and case study design.

Phenomenological Research Design

Phenomenological design involves exploring the meaning of lived experiences and how they are perceived by individuals. This type of research design seeks to understand people’s perspectives , emotions, and behaviours in specific situations. Here, the aim for researchers is to uncover the essence of human experience without making any assumptions or imposing preconceived ideas on their subjects.

For example, you could adopt a phenomenological design to study why cancer survivors have such varied perceptions of their lives after overcoming their disease. This could be achieved by interviewing survivors and then analysing the data using a qualitative analysis method such as thematic analysis to identify commonalities and differences.

Phenomenological research design typically involves in-depth interviews or open-ended questionnaires to collect rich, detailed data about participants’ subjective experiences. This richness is one of the key strengths of phenomenological research design but, naturally, it also has limitations. These include potential biases in data collection and interpretation and the lack of generalisability of findings to broader populations.

Grounded Theory Research Design

Grounded theory (also referred to as “GT”) aims to develop theories by continuously and iteratively analysing and comparing data collected from a relatively large number of participants in a study. It takes an inductive (bottom-up) approach, with a focus on letting the data “speak for itself”, without being influenced by preexisting theories or the researcher’s preconceptions.

As an example, let’s assume your research aims involved understanding how people cope with chronic pain from a specific medical condition, with a view to developing a theory around this. In this case, grounded theory design would allow you to explore this concept thoroughly without preconceptions about what coping mechanisms might exist. You may find that some patients prefer cognitive-behavioural therapy (CBT) while others prefer to rely on herbal remedies. Based on multiple, iterative rounds of analysis, you could then develop a theory in this regard, derived directly from the data (as opposed to other preexisting theories and models).

Grounded theory typically involves collecting data through interviews or observations and then analysing it to identify patterns and themes that emerge from the data. These emerging ideas are then validated by collecting more data until a saturation point is reached (i.e., no new information can be squeezed from the data). From that base, a theory can then be developed .

As you can see, grounded theory is ideally suited to studies where the research aims involve theory generation , especially in under-researched areas. Keep in mind though that this type of research design can be quite time-intensive , given the need for multiple rounds of data collection and analysis.

Ethnographic Research Design

Ethnographic design involves observing and studying a culture-sharing group of people in their natural setting to gain insight into their behaviours, beliefs, and values. The focus here is on observing participants in their natural environment (as opposed to a controlled environment). This typically involves the researcher spending an extended period of time with the participants in their environment, carefully observing and taking field notes .

All of this is not to say that ethnographic research design relies purely on observation. On the contrary, this design typically also involves in-depth interviews to explore participants’ views, beliefs, etc. However, unobtrusive observation is a core component of the ethnographic approach.

As an example, an ethnographer may study how different communities celebrate traditional festivals or how individuals from different generations interact with technology differently. This may involve a lengthy period of observation, combined with in-depth interviews to further explore specific areas of interest that emerge as a result of the observations that the researcher has made.

As you can probably imagine, ethnographic research design has the ability to provide rich, contextually embedded insights into the socio-cultural dynamics of human behaviour within a natural, uncontrived setting. Naturally, however, it does come with its own set of challenges, including researcher bias (since the researcher can become quite immersed in the group), participant confidentiality and, predictably, ethical complexities . All of these need to be carefully managed if you choose to adopt this type of research design.

Case Study Design

With case study research design, you, as the researcher, investigate a single individual (or a single group of individuals) to gain an in-depth understanding of their experiences, behaviours or outcomes. Unlike other research designs that are aimed at larger sample sizes, case studies offer a deep dive into the specific circumstances surrounding a person, group of people, event or phenomenon, generally within a bounded setting or context .

As an example, a case study design could be used to explore the factors influencing the success of a specific small business. This would involve diving deeply into the organisation to explore and understand what makes it tick – from marketing to HR to finance. In terms of data collection, this could include interviews with staff and management, review of policy documents and financial statements, surveying customers, etc.

While the above example is focused squarely on one organisation, it’s worth noting that case study research designs can have different variation s, including single-case, multiple-case and longitudinal designs. As you can see in the example, a single-case design involves intensely examining a single entity to understand its unique characteristics and complexities. Conversely, in a multiple-case design , multiple cases are compared and contrasted to identify patterns and commonalities. Lastly, in a longitudinal case design , a single case or multiple cases are studied over an extended period of time to understand how factors develop over time.

As you can see, a case study research design is particularly useful where a deep and contextualised understanding of a specific phenomenon or issue is desired. However, this strength is also its weakness. In other words, you can’t generalise the findings from a case study to the broader population. So, keep this in mind if you’re considering going the case study route.

How To Choose A Research Design

Having worked through all of these potential research designs, you’d be forgiven for feeling a little overwhelmed and wondering, “ But how do I decide which research design to use? ”. While we could write an entire post covering that alone, here are a few factors to consider that will help you choose a suitable research design for your study.

Data type: The first determining factor is naturally the type of data you plan to be collecting – i.e., qualitative or quantitative. This may sound obvious, but we have to be clear about this – don’t try to use a quantitative research design on qualitative data (or vice versa)!

Research aim(s) and question(s): As with all methodological decisions, your research aim and research questions will heavily influence your research design. For example, if your research aims involve developing a theory from qualitative data, grounded theory would be a strong option. Similarly, if your research aims involve identifying and measuring relationships between variables, one of the experimental designs would likely be a better option.

Time: It’s essential that you consider any time constraints you have, as this will impact the type of research design you can choose. For example, if you’ve only got a month to complete your project, a lengthy design such as ethnography wouldn’t be a good fit.

Resources: Take into account the resources realistically available to you, as these need to factor into your research design choice. For example, if you require highly specialised lab equipment to execute an experimental design, you need to be sure that you’ll have access to that before you make a decision.

Keep in mind that when it comes to research, it’s important to manage your risks and play as conservatively as possible. If your entire project relies on you achieving a huge sample, having access to niche equipment or holding interviews with very difficult-to-reach participants, you’re creating risks that could kill your project. So, be sure to think through your choices carefully and make sure that you have backup plans for any existential risks. Remember that a relatively simple methodology executed well generally will typically earn better marks than a highly-complex methodology executed poorly.

Recap: Key Takeaways

We’ve covered a lot of ground here. Let’s recap by looking at the key takeaways:

• Research design refers to the overall plan, structure or strategy that guides a research project, from its conception to the final analysis of data.
• Research designs for quantitative studies include descriptive , correlational , experimental and quasi-experimenta l designs.
• Research designs for qualitative studies include phenomenological , grounded theory , ethnographic and case study designs.
• When choosing a research design, you need to consider a variety of factors, including the type of data you’ll be working with, your research aims and questions, your time and the resources available to you.

If you need a helping hand with your research design (or any other aspect of your research), check out our private coaching services .

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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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10 Comments

Is there any blog article explaining more on Case study research design? Is there a Case study write-up template? Thank you.

Thanks this was quite valuable to clarify such an important concept.

Thanks for this simplified explanations. it is quite very helpful.

This was really helpful. thanks

Thank you for your explanation. I think case study research design and the use of secondary data in researches needs to be talked about more in your videos and articles because there a lot of case studies research design tailored projects out there.

Please is there any template for a case study research design whose data type is a secondary data on your repository?

This post is very clear, comprehensive and has been very helpful to me. It has cleared the confusion I had in regard to research design and methodology.

This post is helpful, easy to understand, and deconstructs what a research design is. Thanks

how to cite this page

Thank you very much for the post. It is wonderful and has cleared many worries in my mind regarding research designs. I really appreciate .

how can I put this blog as my reference(APA style) in bibliography part?

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Bridging the Gap: Overcome these 7 flaws in descriptive research design

Descriptive research design is a powerful tool used by scientists and researchers to gather information about a particular group or phenomenon. This type of research provides a detailed and accurate picture of the characteristics and behaviors of a particular population or subject. By observing and collecting data on a given topic, descriptive research helps researchers gain a deeper understanding of a specific issue and provides valuable insights that can inform future studies.

In this blog, we will explore the definition, characteristics, and common flaws in descriptive research design, and provide tips on how to avoid these pitfalls to produce high-quality results. Whether you are a seasoned researcher or a student just starting, understanding the fundamentals of descriptive research design is essential to conducting successful scientific studies.

Table of Contents

What Is Descriptive Research Design?

The descriptive research design involves observing and collecting data on a given topic without attempting to infer cause-and-effect relationships. The goal of descriptive research is to provide a comprehensive and accurate picture of the population or phenomenon being studied and to describe the relationships, patterns, and trends that exist within the data.

Descriptive research methods can include surveys, observational studies , and case studies, and the data collected can be qualitative or quantitative . The findings from descriptive research provide valuable insights and inform future research, but do not establish cause-and-effect relationships.

Importance of Descriptive Research in Scientific Studies

1. understanding of a population or phenomenon.

Descriptive research provides a comprehensive picture of the characteristics and behaviors of a particular population or phenomenon, allowing researchers to gain a deeper understanding of the topic.

2. Baseline Information

The information gathered through descriptive research can serve as a baseline for future research and provide a foundation for further studies.

3. Informative Data

Descriptive research can provide valuable information and insights into a particular topic, which can inform future research, policy decisions, and programs.

4. Sampling Validation

Descriptive research can be used to validate sampling methods and to help researchers determine the best approach for their study.

5. Cost Effective

Descriptive research is often less expensive and less time-consuming than other research methods , making it a cost-effective way to gather information about a particular population or phenomenon.

6. Easy to Replicate

Descriptive research is straightforward to replicate, making it a reliable way to gather and compare information from multiple sources.

Key Characteristics of Descriptive Research Design

The primary purpose of descriptive research is to describe the characteristics, behaviors, and attributes of a particular population or phenomenon.

2. Participants and Sampling

Descriptive research studies a particular population or sample that is representative of the larger population being studied. Furthermore, sampling methods can include convenience, stratified, or random sampling.

3. Data Collection Techniques

Descriptive research typically involves the collection of both qualitative and quantitative data through methods such as surveys, observational studies, case studies, or focus groups.

4. Data Analysis

Descriptive research data is analyzed to identify patterns, relationships, and trends within the data. Statistical techniques , such as frequency distributions and descriptive statistics, are commonly used to summarize and describe the data.

5. Focus on Description

Descriptive research is focused on describing and summarizing the characteristics of a particular population or phenomenon. It does not make causal inferences.

6. Non-Experimental

Descriptive research is non-experimental, meaning that the researcher does not manipulate variables or control conditions. The researcher simply observes and collects data on the population or phenomenon being studied.

When Can a Researcher Conduct Descriptive Research?

A researcher can conduct descriptive research in the following situations:

• To better understand a particular population or phenomenon
• To describe the relationships between variables
• To describe patterns and trends
• To validate sampling methods and determine the best approach for a study
• To compare data from multiple sources.

Types of Descriptive Research Design

1. survey research.

Surveys are a type of descriptive research that involves collecting data through self-administered or interviewer-administered questionnaires. Additionally, they can be administered in-person, by mail, or online, and can collect both qualitative and quantitative data.

2. Observational Research

Observational research involves observing and collecting data on a particular population or phenomenon without manipulating variables or controlling conditions. It can be conducted in naturalistic settings or controlled laboratory settings.

3. Case Study Research

Case study research is a type of descriptive research that focuses on a single individual, group, or event. It involves collecting detailed information on the subject through a variety of methods, including interviews, observations, and examination of documents.

4. Focus Group Research

Focus group research involves bringing together a small group of people to discuss a particular topic or product. Furthermore, the group is usually moderated by a researcher and the discussion is recorded for later analysis.

5. Ethnographic Research

Ethnographic research involves conducting detailed observations of a particular culture or community. It is often used to gain a deep understanding of the beliefs, behaviors, and practices of a particular group.

Advantages of Descriptive Research Design

1. provides a comprehensive understanding.

Descriptive research provides a comprehensive picture of the characteristics, behaviors, and attributes of a particular population or phenomenon, which can be useful in informing future research and policy decisions.

2. Non-invasive

Descriptive research is non-invasive and does not manipulate variables or control conditions, making it a suitable method for sensitive or ethical concerns.

3. Flexibility

Descriptive research allows for a wide range of data collection methods , including surveys, observational studies, case studies, and focus groups, making it a flexible and versatile research method.

4. Cost-effective

Descriptive research is often less expensive and less time-consuming than other research methods. Moreover, it gives a cost-effective option to many researchers.

5. Easy to Replicate

Descriptive research is easy to replicate, making it a reliable way to gather and compare information from multiple sources.

6. Informs Future Research

The insights gained from a descriptive research can inform future research and inform policy decisions and programs.

Disadvantages of Descriptive Research Design

1. limited scope.

Descriptive research only provides a snapshot of the current situation and cannot establish cause-and-effect relationships.

2. Dependence on Existing Data

Descriptive research relies on existing data, which may not always be comprehensive or accurate.

3. Lack of Control

Researchers have no control over the variables in descriptive research, which can limit the conclusions that can be drawn.

The researcher’s own biases and preconceptions can influence the interpretation of the data.

5. Lack of Generalizability

Descriptive research findings may not be applicable to other populations or situations.

6. Lack of Depth

Descriptive research provides a surface-level understanding of a phenomenon, rather than a deep understanding.

7. Time-consuming

Descriptive research often requires a large amount of data collection and analysis, which can be time-consuming and resource-intensive.

7 Ways to Avoid Common Flaws While Designing Descriptive Research

1. Clearly define the research question

A clearly defined research question is the foundation of any research study, and it is important to ensure that the question is both specific and relevant to the topic being studied.

2. Choose the appropriate research design

Choosing the appropriate research design for a study is crucial to the success of the study. Moreover, researchers should choose a design that best fits the research question and the type of data needed to answer it.

3. Select a representative sample

Selecting a representative sample is important to ensure that the findings of the study are generalizable to the population being studied. Researchers should use a sampling method that provides a random and representative sample of the population.

4. Use valid and reliable data collection methods

Using valid and reliable data collection methods is important to ensure that the data collected is accurate and can be used to answer the research question. Researchers should choose methods that are appropriate for the study and that can be administered consistently and systematically.

5. Minimize bias

Bias can significantly impact the validity and reliability of research findings.  Furthermore, it is important to minimize bias in all aspects of the study, from the selection of participants to the analysis of data.

6. Ensure adequate sample size

An adequate sample size is important to ensure that the results of the study are statistically significant and can be generalized to the population being studied.

7. Use appropriate data analysis techniques

The appropriate data analysis technique depends on the type of data collected and the research question being asked. Researchers should choose techniques that are appropriate for the data and the question being asked.

Have you worked on descriptive research designs? How was your experience creating a descriptive design? What challenges did you face? Do write to us or leave a comment below and share your insights on descriptive research designs!

extremely very educative

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Introduction

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

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

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

General Structure and Writing Style

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

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

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

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

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

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

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

Action Research Design

Definition and Purpose

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

What do these studies tell you ?

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

What these studies don't tell you ?

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

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

Case Study Design

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

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

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

Causal Design

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

Conditions necessary for determining causality:

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

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

Cohort Design

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

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

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

Cross-Sectional Design

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

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

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

Descriptive Design

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

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

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

Experimental Design

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

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

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

Exploratory Design

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

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

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

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

Field Research Design

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

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

What these studies don't tell you

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

Historical Design

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

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

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

Longitudinal Design

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

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

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

Meta-Analysis Design

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

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

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

Mixed-Method Design

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

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

Observational Design

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

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

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

Philosophical Design

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

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

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

Sequential Design

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

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

Systematic Review

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

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

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Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

A research design is a strategy for answering your research question  using empirical data. Creating a research design means making decisions about:

• Your overall aims and approach
• The type of research design you’ll use
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, frequently asked questions.

• Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities – start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

• How much time do you have to collect data and write up the research?
• Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
• Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
• Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

Prevent plagiarism, run a free check.

Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types. Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends, and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analysing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study – plants, animals, organisations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region, or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalise your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalise to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected – for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in – for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced , while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

• How many participants do you need for an adequate sample size?
• What inclusion and exclusion criteria will you use to identify eligible participants?
• How will you contact your sample – by mail, online, by phone, or in person?

If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organising and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymise and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

On their own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyse the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarise your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarise your sample data in terms of:

• The distribution of the data (e.g., the frequency of each score on a test)
• The central tendency of the data (e.g., the mean to describe the average score)
• The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

• Make estimates about the population based on your sample data.
• Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analysing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

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.

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

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

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

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Survey descriptive research: Method, design, and examples

• November 2, 2022

What is survey descriptive research?

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Survey descriptive research is a quantitative method that focuses on describing the characteristics of a phenomenon rather than asking why it occurs. Doing this provides a better understanding of the nature of the subject at hand and creates a good foundation for further research.

Descriptive market research is one of the most commonly used ways of examining trends and changes in the market. It is easy, low-cost, and provides valuable in-depth information on a chosen subject.

This article will examine the basic principles of the descriptive survey study and show how to make the best descriptive survey questionnaire and how to conduct effective research.

It is often said to be quantitative research that focuses more on the what, how, when, and where instead of the why. But what does that actually mean?

The answer is simple. By conducting descriptive survey research, the nature of a phenomenon is focused upon without asking about what causes it.

The main goal of survey descriptive research is to shed light on the heart of the research problem and better understand it. The technique provides in-depth knowledge of what the research problem is before investigating why it exists.

Survey descriptive research and data collection methods

Descriptive research methods can differ based on data collection. We distinguish three main data collection methods: case study, observational method, and descriptive survey method.

Of these, the descriptive survey research method is most commonly used in fields such as market research, social research, psychology, politics, etc.

Sometimes also called the observational descriptive method, this is simply monitoring people while they engage with a particular subject. The aim is to examine people’s real-life behavior by maintaining a natural environment that does not change the respondents’ behavior—because they do not know they are being observed.

It is often used in fields such as market research, psychology, or social research. For example, customers can be monitored while dining at a restaurant or browsing through the products in a shop.

When doing case studies, researchers conduct thorough examinations of individuals or groups. The case study method is not used to collect general information on a particular subject. Instead, it provides an in-depth understanding of a particular subject and can give rise to interesting conclusions and new hypotheses.

The term case study can also refer to a sample group, which is a specific group of people that are examined and, afterward, findings are generalized to a larger group of people. However, this kind of generalization is rather risky because it is not always accurate.

Additionally, case studies cannot be used to determine cause and effect because of potential bias on the researcher’s part.

The survey descriptive research method consists of creating questionnaires or polls and distributing them to respondents, who then answer the questions (usually a mix of open-ended and closed-ended).

Surveys are the easiest and most cost-efficient way to gain feedback on a particular topic. They can be conducted online or offline, the size of the sample is highly flexible, and they can be distributed through many different channels.

When doing market research , use such surveys to understand the demographic of a certain market or population, better determine the target audience, keep track of the changes in the market, and learn about customer experience and satisfaction with products and services.

Several types of survey descriptive research are classified based on the approach used:

• Descriptive surveys gather information about a certain subject.
• Descriptive-normative surveys gather information just like a descriptive survey, after which results are compared with a norm.
• Correlative surveys explore the relationship between two variables and conclude if it is positive, neutral, or negative.

A descriptive survey research design is a methodology used in social science and other fields to gather information and describe the characteristics, behaviors, or attitudes of a particular population or group of interest. While there may not be a single definition provided by specific authors, the concept is widely understood and defined similarly across the literature.

Here’s a general definition that captures the essence of a descriptive survey research design definition by authors:

A descriptive survey research design is a systematic and structured approach to collecting data from a sample of individuals or entities within a larger population, with the primary aim of providing a detailed and accurate description of the characteristics, behaviors, opinions, or attitudes that exist within the target group. This method involves the use of surveys, questionnaires, interviews, or observations to collect data, which is then analyzed and summarized to draw conclusions about the population of interest.

It’s important to note that descriptive survey research is often used when researchers want to gain insights into a population or phenomenon, but without manipulating variables or testing hypotheses, as is common in experimental research. Instead, it focuses on providing a comprehensive overview of the subject under investigation. Researchers often use various statistical and analytical techniques to summarize and interpret the collected data in descriptive survey research.

The characteristics and advantages of a descriptive survey questionnaire

There are numerous advantages to using a descriptive survey design. First of all, it is cheap and easy to conduct. A large sample can be surveyed and extensive data gathered quickly and inexpensively.

The data collected provides both quantitative and qualitative information , which provides a holistic understanding of the topic. Moreover, it can be used in further research on this or related topics.

Here are some of the most important advantages of conducting a survey descriptive research:

The descriptive survey research design uses both quantitative and qualitative research methods. It is used primarily to conduct quantitative research and gather data that is statistically easy to analyze. However, it can also provide qualitative data that helps describe and understand the research subject.

Descriptive research explores more than one variable. However, unlike experimental research, descriptive survey research design doesn’t allow control of variables. Instead, observational methods are used during research. Even though these variables can change and have an unexpected impact on an inquiry, they will give access to honest responses.

The descriptive research is conducted in a natural environment. This way, answers gathered from responses are more honest because the nature of the research does not influence them.

The data collected through descriptive research can be used to further explore the same or related subjects. Additionally, it can help develop the next line of research and the best method to use moving forward.

Descriptive survey example: When to use a descriptive research questionnaire?

Descriptive research design can be used for many purposes. It is mainly utilized to test a hypothesis, define the characteristics of a certain phenomenon, and examine the correlations between them.

Market research is one of the main fields in which descriptive methods are used to conduct studies. Here’s what can be done using this method:

Understanding the needs of customers and their desires is the key to a business’s success. By truly understanding these, it will be possible to offer exactly what customers need and prevent them from turning to competitors.

By using a descriptive survey, different customer characteristics—such as traits, opinions, or behavior patterns—can be determined. With this data, different customer types can be defined and profiles developed that focus on their interests and the behavior they exhibit. This information can be used to develop new products and services that will be successful.

Measuring data trends is extremely important. Explore the market and get valuable insights into how consumers’ interests change over time—as well as how the competition is performing in the marketplace.

Over time, the data gathered from a descriptive questionnaire can be subjected to statistical analysis. This will deliver valuable insights.

Another important aspect to consider is brand awareness. People need to know about your brand, and they need to have a positive opinion of it. The best way to discover their perception is to conduct a brand survey , which gives deeper insight into brand awareness, perception, identity, and customer loyalty .

When conducting survey descriptive research, there are a few basic steps that are needed for a survey to be successful:

• Define the research goals.
• Decide on the research method.
• Define the sample population.
• Design the questionnaire.
• Write specific questions.
• Distribute the questionnaire.
• Analyze the data .
• Make a survey report.

First of all, define the research goals. By setting up clear objectives, every other step can be worked through. This will result in the perfect descriptive questionnaire example and collect only valuable data.

Next, decide on the research method to use—in this case, the descriptive survey method. Then, define the sample population for (that is, the target audience). After that, think about the design itself and the questions that will be asked in the survey .

If you’re not sure where to start, we’ve got you covered. As free survey software, SurveyPlanet offers pre-made themes that are clean and eye-catching, as well as pre-made questions that will save you the trouble of making new ones.

Simply scroll through our library and choose a descriptive survey questionnaire sample that best suits your needs, though our user-friendly interface can help you create bespoke questions in a process that is easy and efficient.

With a survey in hand, it will then need to be delivered to the target audience. This is easy with our survey embedding feature, which allows for the linking of surveys on a website, via emails, or by sharing on social media.

When all the responses are gathered, it’s time to analyze them. Use SurveyPlanet to easily filter data and do cross-sectional analysis. Finally, just export the results and make a survey report.

Conducting descriptive survey research is the best way to gain a deeper knowledge of a topic of interest and develop a sound basis for further research. Sign up for a free SurveyPlanet account to start improving your business today!

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Child Care and Early Education Research Connections

Descriptive research studies.

Descriptive research is a type of research that is used to describe the characteristics of a population. It collects data that are used to answer a wide range of what, when, and how questions pertaining to a particular population or group. For example, descriptive studies might be used to answer questions such as: What percentage of Head Start teachers have a bachelor's degree or higher? What is the average reading ability of 5-year-olds when they first enter kindergarten? What kinds of math activities are used in early childhood programs? When do children first receive regular child care from someone other than their parents? When are children with developmental disabilities first diagnosed and when do they first receive services? What factors do programs consider when making decisions about the type of assessments that will be used to assess the skills of the children in their programs? How do the types of services children receive from their early childhood program change as children age?

Descriptive research does not answer questions about why a certain phenomenon occurs or what the causes are. Answers to such questions are best obtained from  randomized and quasi-experimental studies . However, data from descriptive studies can be used to examine the relationships (correlations) among variables. While the findings from correlational analyses are not evidence of causality, they can help to distinguish variables that may be important in explaining a phenomenon from those that are not. Thus, descriptive research is often used to generate hypotheses that should be tested using more rigorous designs.

A variety of data collection methods may be used alone or in combination to answer the types of questions guiding descriptive research. Some of the more common methods include surveys, interviews, observations, case studies, and portfolios. The data collected through these methods can be either quantitative or qualitative. Quantitative data are typically analyzed and presenting using  descriptive statistics . Using quantitative data, researchers may describe the characteristics of a sample or population in terms of percentages (e.g., percentage of population that belong to different racial/ethnic groups, percentage of low-income families that receive different government services) or averages (e.g., average household income, average scores of reading, mathematics and language assessments). Quantitative data, such as narrative data collected as part of a case study, may be used to organize, classify, and used to identify patterns of behaviors, attitudes, and other characteristics of groups.

Descriptive studies have an important role in early care and education research. Studies such as the  National Survey of Early Care and Education  and the  National Household Education Surveys Program  have greatly increased our knowledge of the supply of and demand for child care in the U.S. The  Head Start Family and Child Experiences Survey  and the  Early Childhood Longitudinal Study Program  have provided researchers, policy makers and practitioners with rich information about school readiness skills of children in the U.S.

Each of the methods used to collect descriptive data have their own strengths and limitations. The following are some of the strengths and limitations of descriptive research studies in general.

Study participants are questioned or observed in a natural setting (e.g., their homes, child care or educational settings).

Study data can be used to identify the prevalence of particular problems and the need for new or additional services to address these problems.

Descriptive research may identify areas in need of additional research and relationships between variables that require future study. Descriptive research is often referred to as "hypothesis generating research."

Depending on the data collection method used, descriptive studies can generate rich datasets on large and diverse samples.

Limitations:

Descriptive studies cannot be used to establish cause and effect relationships.

Respondents may not be truthful when answering survey questions or may give socially desirable responses.

The choice and wording of questions on a questionnaire may influence the descriptive findings.

Depending on the type and size of sample, the findings may not be generalizable or produce an accurate description of the population of interest.

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An overview of the qualitative descriptive design within nursing research

Louise doyle.

Associate Professor in Mental Health Nursing, School of Nursing and Midwifery, Trinity College Dublin, Ireland

Catherine McCabe

Associate Professor in General Nursing, School of Nursing and Midwifery, Trinity College Dublin, Ireland

Brian Keogh

Assistant Professor in Mental Health Nursing, School of Nursing and Midwifery, Trinity College Dublin, Ireland

Annemarie Brady

Chair of Nursing and Chronic Illness, School of Nursing and Midwifery, Trinity College Dublin, Ireland

Qualitative descriptive designs are common in nursing and healthcare research due to their inherent simplicity, flexibility and utility in diverse healthcare contexts. However, the application of descriptive research is sometimes critiqued in terms of scientific rigor. Inconsistency in decision making within the research process coupled with a lack of transparency has created issues of credibility for this type of approach. It can be difficult to clearly differentiate what constitutes a descriptive research design from the range of other methodologies at the disposal of qualitative researchers.

This paper provides an overview of qualitative descriptive research, orientates to the underlying philosophical perspectives and key characteristics that define this approach and identifies the implications for healthcare practice and policy.

Methods and results

Using real-world examples from healthcare research, the paper provides insight to the practical application of descriptive research at all stages of the design process and identifies the critical elements that should be explicit when applying this approach.

Conclusions

By adding to the existing knowledge base, this paper enhances the information available to researchers who wish to use the qualitative descriptive approach, influencing the standard of how this approach is employed in healthcare research.

Introduction

Qualitative descriptive approaches to nursing and healthcare research provide a broad insight into particular phenomena and can be used in a variety of ways including as a standalone research design, as a precursor to larger qualitative studies and commonly as the qualitative component in mixed-methods studies. Despite the widespread use of descriptive approaches within nursing research, there is limited methodological guidance about this type of design in research texts or papers. The lack of adequate representation in research texts has at times resulted in novice researchers using other more complex qualitative designs including grounded theory or phenomenology without meeting the requirements of these approaches ( Lambert and Lambert, 2012 ), or having an appropriate rationale for use of these approaches. This suggests there is a need to have more discussion about how and why descriptive approaches to qualitative research are used. This serves to not only provide information and guidance for researchers, but to ensure acceptable standards in how this approach is applied in healthcare research.

Rationale for qualitative descriptive research

The selection of an appropriate approach to answer research questions is one of the most important stages of the research process; consequently, there is a requirement that researchers can clearly articulate and defend their selection. Those who wish to undertake qualitative research have a range of approaches available to them including grounded theory, phenomenology and ethnography. However, these designs may not be the most suitable for studies that do not require a deeply theoretical context and aim to stay close to and describe participants’ experiences. The most frequently proposed rationale for the use of a descriptive approach to is to provide straightforward descriptions of experiences and perceptions ( Sandelowski, 2010 ), particularly in areas where little is known about the topic under investigation. A qualitative descriptive design may be deemed most appropriate as it recognises the subjective nature of the problem, the different experiences participants have and will present the findings in a way that directly reflects or closely resembles the terminology used in the initial research question ( Bradshaw et al., 2017 ). This is particularly relevant in nursing and healthcare research, which is commonly concerned with how patients experience illness and associated healthcare interventions. The utilisation of a qualitative descriptive approach is often encouraged in Master’s level nurse education programmes as it enables novice clinical nurse researchers explore important healthcare questions that have direct implications and impact for their specific healthcare setting (Colorafi and Evans, 2016). As a Master’s level project is often the first piece of primary research undertaken by nurses, the use of a qualitative descriptive design provides an excellent method to address important clinical issues where the focus is not on increasing theoretical or conceptual understanding, but rather contributing to change and quality improvement in the practice setting ( Chafe, 2017 ).

This design is also frequently used within mixed-methods studies where qualitative data can explain quantitative findings in explanatory studies, be used for questionnaire development in exploratory studies and validate and corroborate findings in convergent studies ( Doyle et al., 2016 ). There has also been an increase in the use of qualitative descriptive research embedded in large-scale healthcare intervention studies, which can serve a number of purposes including identifying participants’ perceptions of why an intervention worked or, just as importantly, did not work and how the intervention might be improved ( Doyle et al., 2016 ). Using qualitative descriptive research in this manner can help to make the findings of intervention studies more clinically meaningful.

Philosophical and theoretical influences

Qualitative descriptive research generates data that describe the ‘who, what, and where of events or experiences’ from a subjective perspective ( Kim et al., 2017 , p. 23). From a philosophical perspective, this approach to research is best aligned with constructionism and critical theories that use interpretative and naturalistic methods ( Lincoln et al., 2017 ). These philosophical perspectives represent the view that reality exists within various contexts that are dynamic and perceived differently depending on the subject, therefore, reality is multiple and subjective ( Lincoln et al., 2017 ). In qualitative descriptive research, this translates into researchers being concerned with understanding the individual human experience in its unique context. This type of inquiry requires flexible research processes that are inductive and dynamic but do not transform the data beyond recognition from the phenomenon being studied ( Ormston et al., 2014 ; Sandelwoski 2010). Descriptive qualitative research has also been aligned with pragmatism ( Neergaard et al., 2009 ) where decisions are made about how the research should be conducted based on the aims or objectives and context of the study ( Ormston et al., 2014 ). The pragmatist researcher is not aligned to one particular view of knowledge generation or one particular methodology. Instead they look to the concepts or phenomena being studied to guide decision making in the research process, facilitating the selection of the most appropriate methods to answer the research question ( Bishop, 2015 ).

Perhaps linked to the practical application of pragmatism to research, that is, applying the best methods to answer the research question, is the classification of qualitative descriptive research by Sandelowski ( 2010 , p. 82) into a ‘distributed residual category’. This recognises and incorporates uncertainty about the phenomena being studied and the research methods used to study them. For researchers, it permits the use of one or more different types of inquiry, which is essential when acknowledging and exploring different realities and subjective experiences in relation to phenomena ( Long et al., 2018 ). Clarity, in terms of the rationale for the phenomenon being studied and the methods used by the researcher, emerges from the qualitative descriptive approach because the data gathered continue to remain close to the phenomenon throughout the study ( Sandelowski, 2010 ). For this to happen a flexible approach is required and this is evident in the practice of ‘borrowing’ elements of other qualitative methodologies such as grounded theory, phenomenology and ethnography ( Vaismoradi et al., 2013 ).

Regarded as a positive aspect by many researchers who are interested in studying human nature and phenomenon, others believe this flexibility leads to inconsistency across studies and in some cases complacency by researchers. This can result in vague or unexplained decision making around the research process and subsequent lack of credibility. Accordingly, nurse researchers need to be reflexive, that is, clear about their role and position in terms of the phenomena being studied, the context, the theoretical framework and all decision-making processes used in a qualitative descriptive study. This adds credibility to both the study and qualitative descriptive research.

Methods in qualitative descriptive research

As with any research study, the application of descriptive methods will emerge in response to the aims and objectives, which will influence the sampling, data collection and analysis phases of the study.

Most qualitative research aligns itself with non-probability sampling and descriptive research is no different. Descriptive research generally uses purposive sampling and a range of purposive sampling techniques have been described ( Palinkas et al., 2015 ). Many researchers use a combination of approaches such as convenience, opportunistic or snowball sampling as part of the sampling framework, which is determined by the desired sample and the phenomena being studied.

Purposive sampling refers to selecting research participants that can speak to the research aims and who have knowledge and experience of the phenomenon under scrutiny ( Ritchie et al., 2014 ). When purposive sampling is used in a study it delimits and narrows the study population; however, researchers need to remember that other characteristics of the sample will also affect the population, such as the location of the researcher and their flexibility to recruit participants from beyond their base. In addition, the heterogeneity of the population will need to be considered and how this might influence sampling and subsequent data collection and analysis ( Palinkas et al ., 2015 ). Take, for example, conducting research on the experience of caring for people with Alzheimer’s disease (AD). For the most part AD is a condition that affects older people and experiences of participants caring for older people will ultimately dominate the sample. However, AD also affects younger people and how this will impact on sampling needs to be considered before recruitment as both groups will have very different experiences, although there will be overlap. Teddlie and Fu (2007) suggest that although some purposive sampling techniques generate representative cases, most result in describing contrasting cases, which they argue are at the heart of qualitative analysis. To achieve this, Sandelowski (2010) suggests that maximum variation sampling is particularly useful in qualitative descriptive research, which may acknowledge the range of experiences that exist especially in healthcare research. Palinkas et al . (2015) describe maximum variation sampling as identifying shared patterns that emerge from heterogeneity. In other words, researchers attempt to include a wide range of participants and experiences when collecting data. This may be more difficult to achieve in areas where little is known about the substantive area and may depend on the researcher’s knowledge and immersion within the subject area.

Sample size will also need to be considered and although small sample sizes are common in qualitative descriptive research, researchers need to be careful they have enough data collected to meet the study aims ( Ritchie et al., 2014 ). Pre-determining the sample size prior to data collection may stifle the analytic process, resulting in too much or too little data. Traditionally, the gold standard for sample size in qualitative research is data saturation, which differs depending on the research design and the size of the population ( Fusch and Ness, 2015 ). Data saturation is reached ‘when there is enough information to replicate the study, when the ability to obtain additional new information has been attained, and when further coding is no longer feasible’ ( Fusch and Ness, 2015 , p. 1408). However, some argue that although saturation is often reported, it is rarely demonstrated in qualitative descriptive research reports ( Caelli et al., 2003 ; Malterud et al., 2016 ). If data saturation is used to determine sample size, it is suggested that greater emphasis be placed on demonstrating how saturation was reached and at what level to provide more credibility to sample sizes ( Caelli et al., 2003 ). Sample size calculation should be an estimate until saturation has been achieved through the concurrent processes of data collection and analysis. Where saturation has not been achieved, or where sample size has been predetermined for resource reasons, this should be clearly acknowledged. However, there is also a movement away from the reliance on data saturation as a measure of sample size in qualitative research ( Malterud et al., 2016 ). O’Reilly and Parker (2012) question the appropriateness of the rigid application of saturation as a sample size measure arguing that outside of Grounded Theory, its use is inconsistent and at times questionable. Malterud et al. (2016) focus instead on the concept of ‘information power’ to determine sample size. Here, they suggest sample size is determined by the amount of information the sample holds relevant to the actual study rather than the number of participants ( Malterud et al., 2016 ). Some guidance on specific sample size depending on research design has been provided in the literature; however, these are sometimes conflicting and in some cases lack evidence to support their claims ( Guest et al., 2006 ). This is further complicated by the range of qualitative designs and data collection approaches available.

Data collection

Data collection methods in qualitative descriptive research are diverse and aim to discover the who, what and where of phenomena ( Sandelowski, 2000 ). Although semi-structured individual face-to-face interviews are the most commonly used data collection approaches ( Kim et al ., 2017 ), focus groups, telephone interviews and online approaches are also used.

Focus groups involve people with similar characteristics coming together in a relaxed and permissive environment to share their thoughts, experiences and insights ( Krueger and Casey, 2009 ). Participants share their own views and experiences, but also listen to and reflect on the experiences of other group members. It is this synergistic process of interacting with other group members that refines individuals’ viewpoints to a deeper and more considered level and produces data and insights that would not be accessible without the interaction found in a group (Finch et al., 2014). Telephone interviews and online approaches are gaining more traction as they offer greater flexibility and reduced costs for researchers and ease of access for participants. In addition, they may help to achieve maximum variation sampling or examine experiences from a national or international perspective. Face-to-face interviews are often perceived as more appropriate than telephone interviews; however, this assumption has been challenged as evidence to support the use of telephone interviews emerges ( Ward et al., 2015 ). Online data collection also offers the opportunity to collect synchronous and asynchronous data using instant messaging and other online media ( Hooley et al., 2011 ). Online interviews or focus groups conducted via Skype or other media may overcome some of the limitations of telephone interviews, although observation of non-verbal communication may be more difficult to achieve ( Janghorban et al., 2014 ). Open-ended free-text responses in surveys have also been identified as useful data sources in qualitative descriptive studies ( Kim et al . , 2017 ) and in particular the use of online open-ended questions, which can have a large geographical reach ( Seixas et al., 2018 ). Observation is also cited as an approach to data collection in qualitative descriptive research ( Sandelowski, 2000 ; Lambert and Lambert, 2012 ); however, in a systematic review examining the characteristics of qualitative research studies, observation was cited as an additional source of data and was not used as a primary source of data collection ( Kim et al. , 2017 ).

Data analysis and interpretation

According to Lambert and Lambert (2012) , data analysis in qualitative descriptive research is data driven and does not use an approach that has emerged from a pre-existing philosophical or epistemological perspective. Within qualitative descriptive research, it is important analysis is kept at a level at which those to whom the research pertains are easily able to understand and so can use the findings in healthcare practice ( Chafe, 2017 ). The approach to analysis is dictated by the aims of the research and as qualitative descriptive research is generally explorative, inductive approaches will commonly need to be applied although deductive approaches can also be used ( Kim et al . , 2017 ).

Content and thematic analyses are the most commonly used data analysis techniques in qualitative descriptive research. Vaismoradi et al . (2013) argue that content and thematic analysis, although poorly understood and unevenly applied, offer legitimate ways of a lower level of interpretation that is often required in qualitative descriptive research. Sandelowski (2000) indicated that qualitative content analysis is the approach of choice in descriptive research; however, confusion exists between content and thematic analysis, which sometimes means researchers use a combination of the two. Vaismoradi et al. (2013) argue there are differences between the two and that content analysis allows the researchers to analyse the data qualitatively as well as being able to quantify the data whereas thematic analysis provides a purely qualitative account of the data that is richer and more detailed. Decisions to use one over the other will depend on the aims of the study, which will dictate the depth of analysis required. Although there is a range of analysis guidelines available, they share some characteristics and an overview of these, derived from some key texts ( Sandleowski, 2010 ; Braun and Clark, 2006 ; Newell and Burnard, 2006), is presented in Table 1 . Central to these guidelines is an attempt by the researcher to immerse themselves in the data and the ability to demonstrate a consistent and systematic approach to the analysis.

Common characteristics of descriptive qualitative analysis.

Coding in qualitative descriptive research can be inductive and emerge from the data, or a priori where they are based on a pre-determined template as in template analysis. Inductive codes can be ‘in vivo’ where the researcher uses the words or concepts as stated by the participants ( Howitt, 2019 ), or can be named by the researcher and grouped together to form emerging themes or categories through an iterative systematic process until the final themes emerge. Template analysis involves designing a coding template, which is designed inductively from a subset of the data and then applied to all the data and refined as appropriate ( King, 2012 ). It offers a standardised approach that may be useful when several researchers are involved in the analysis process.

Within qualitative research studies generally, the analysis of data and subsequent presentation of research findings can range from studies with a relatively minimal amount of interpretation to those with high levels of interpretation ( Sandelowski and Barroso, 2003 ). The degree of interpretation required in qualitative descriptive research is contentious. Sandelowski (2010) argues that although descriptive research produces findings that are ‘data-near’, they are nevertheless interpretative. Sandelowski (2010) reports that a common misconception in qualitative descriptive designs is that researchers do not need to include any level of analysis and interpretation and can rely solely on indiscriminately selecting direct quotations from participants to answer the research question(s). Although it is important to ensure those familiar with the topic under investigation can recognise their experiences in the description of it ( Kim et al . , 2017 ), this is not to say that there should be no transformation of data. Researchers using a qualitative descriptive design need to, through data analysis, move from un-interpreted participant quotations to interpreted research findings, which can still remain ‘data-near’ ( Sandeklwoski, 2010 ). Willis et al. (2016) suggest that researchers using the qualitative descriptive method might report a comprehensive thematic summary as findings, which moves beyond individual participant reports by developing an interpretation of a common theme. The extent of description and/or interpretation in a qualitative descriptive study is ultimately determined by the focus of the study (Neergard et al ., 2009).

As with any research design, ensuring the rigor or trustworthiness of findings from a qualitative descriptive study is crucial. For a more detailed consideration of the quality criteria in qualitative studies, readers are referred to the seminal work of Lincoln and Guba (1985) in which the four key criteria of credibility, dependability, confirmability and transferability are discussed. At the very least, researchers need to be clear about the methodological decisions taken during the study so readers can judge the trustworthiness of the study and ultimately the findings ( Hallberg, 2013 ). Being aware of personal assumptions and the role they play in the research process is also an important quality criterion (Colorafi and Evans, 2016) and these assumptions can be made explicit through the use of researcher reflexivity in the study ( Bradshaw et al., 2017 ).

Challenges in using a qualitative descriptive design

One of the challenges of utilising a qualitative descriptive design is responding to the charge that many qualitative designs have historically encountered, which is that qualitative designs lack the scientific rigor associated with quantitative approaches ( Vaismoradi et al . , 2013 ). The descriptive design faces further critique in this regard as, unlike other qualitative approaches such as phenomenology or grounded theory, it is not theory driven or oriented ( Neergaard et al ., 2009 ). However, it is suggested that this perceived limitation of qualitative descriptive research only holds true if it is used for the wrong purposes and not primarily for describing the phenomenon ( Neergaard et al ., 2009 ). Kahlke (2014) argues that rather than being atheoretical, qualitative descriptive approaches require researchers to consider to what extent theory will inform the study and are sufficiently flexible to leave space for researchers to utilise theoretical frameworks that are relevant and inform individual research studies. Kim et al. (2017) reported that most descriptive studies reviewed did not identify a theoretical or philosophical framework, but those that did used it to inform the development of either the interview guide or the data analysis framework, thereby identifying the potential use of theory in descriptive designs.

Another challenge around the use of qualitative descriptive research is that it can erroneously be seen as a ‘quick fix’ for researchers who want to employ qualitative methods, but perhaps lack the expertise or familiarity with qualitative research ( Sandelowski, 2010 ). Kim et al. (2017) report how in their review fewer than half of qualitative descriptive papers explicitly identified a rationale for choosing this design, suggesting that in some cases the rationale behind its use was ill considered. Providing a justification for choosing a particular research design is an important part of the research process and, in the case of qualitative descriptive research, a clear justification can offset concerns that a descriptive design was an expedient rather than a measured choice. For studies exploring participants’ experiences, which could be addressed using other qualitative designs, it also helps to clearly make a distinction as to why a descriptive design was the best choice for the research study ( Kim et al ., 2017 ). Similarly, there is a perception that the data analysis techniques most commonly associated with descriptive research – thematic and content analysis are the ‘easiest’ approaches to qualitative analysis; however, as Vaismoradi et al . (2013) suggest, this does not mean they produce low-quality research findings.

As previously identified, a further challenge with the use of qualitative descriptive methods is that as a research design it has limited visibility in research texts and methodological papers ( Kim et al ., 2017 ). This means that novice qualitative researchers have little guidance on how to design and implement a descriptive study as there is a lack of a ‘methodological rulebook’ to guide researchers ( Kahlke, 2014 ). It is also suggested that this lack of strict boundaries and rules around qualitative descriptive research also offers researchers flexibility to design a study using a variety of data collection and analysis approaches that best answer the research question ( Kahlke, 2014 ; Kim et al . , 2017 ). However, should researchers choose to integrate methods ‘borrowed’ from other qualitative designs such as phenomenology or grounded theory, they should do so with the caveat that they do not claim they are using designs they are not actually using ( Neergaard et al . , 2009 ).

Examples of the use of qualitative descriptive research in healthcare

Findings from qualitative descriptive studies within healthcare have the potential to describe the experiences of patients, families and health providers, inform the development of health interventions and policy and promote health and quality of life ( Neergaard et al ., 2009 ; Willis et al ., 2016 ). The examples provided here demonstrate different ways qualitative descriptive methods can be used in a range of healthcare settings.

Simon et al. (2015) used a qualitative descriptive design to identify the perspectives of seriously ill, older patients and their families on the barriers and facilitators to advance care planning. The authors provided a rationale for using a descriptive design, which was to gain a deeper understanding of the phenomenon under investigation. Data were gathered through nine open-ended questions on a researcher-administered questionnaire. Responses to all questions were recorded verbatim and transcribed. Using descriptive, interpretative and explanatory coding that transformed raw data recorded from 278 patients and 225 family members to more abstract ideas and concepts ( Simon et al. , 2015 ), a deeper understanding of the barriers and facilitators to advance care planning was developed. Three categories were developed that identified personal beliefs, access to doctors and interaction with doctors as the central barriers and facilitators to advance care planning. The use of a qualitative descriptive design facilitated the development of a schematic based on these three themes, which provides a framework for use by clinicians to guide improvement in advance care planning.

Focus group interviews are a common data collection method in qualitative descriptive studies and were the method of choice in a study by Pelentsov et al. (2015), which sought to identify the supportive care needs of parents whose child has a rare disease. The rationale provided for using a qualitative descriptive design was to obtain a ‘straight description of the phenomena’ and to provide analysis and interpretation of the findings that remained data-near and representative of the responses of participants. In this study, four semi-structured focus group interviews were conducted with 23 parents. The data from these focus groups were then subjected to a form of thematic analysis during which emerging theories and inferences were identified and organised into a series of thematic networks and ultimately into three global themes. These themes identified that a number of factors including social isolation and lack of knowledge on behalf of healthcare professionals significantly affected how supported parents felt. Identifying key areas of the supportive needs of parents using qualitative description provides direction to health professionals on how best to respond to and support parents of children with a rare disease.

The potential for findings from a qualitative descriptive study to impact on policy was identified in a study by Syme et al. (2016) , who noted a lack of guidance and policies around sexual expression management of residents in long-term care settings. In this study, 20 directors of nursing from long-term care settings were interviewed with a view to identifying challenges in addressing sexual expression in these settings and elicit their recommendations for addressing these challenges in practice and policy. Following thematic analysis, findings relating to what directors of nursing believed to be important components of policy to address sexual expression were identified. These included providing educational resources, having a person-centred care delivery model when responding to sexual expression and providing guidance when working with families. Findings from this qualitative descriptive study provide recommendations that can then feed in to a broader policy on sexual expression in long-term care settings.

The final example of the use of a qualitative descriptive study comes from a mixed-methods study comprising a randomised control trial and a qualitative process evaluation. He et al. (2015) sought to determine the effects of a play intervention for children on parental perioperative anxiety and to explore parents’ perceptions of the intervention. Parents who had children going for surgery were assigned to a control group or an intervention group. The intervention group took part in a 1-hour play therapy session with their child whereas the control group received usual care. Quantitative findings identified there was no difference in parents’ anxiety levels between the intervention and control group. However, qualitative findings identified that parents found the intervention helpful in preparing both themselves and their child for surgery and perceived a reduction in their anxiety about the procedure thereby capturing findings that were not captured by the quantitative measures. In addition, in the qualitative interviews, parents made suggestions about how the play group could be improved, which provides important data for the further development of the intervention.

These examples across a range of healthcare settings provide evidence of the way findings from qualitative descriptive research can be directly used to more fully understand the experiences and perspectives of patients, their families and healthcare providers in addition to guiding future healthcare practice and informing further research.

Qualitative research designs have made significant contributions to the development of nursing and healthcare practices and policy. The utilisation of qualitative descriptive research is common within nursing research and is gaining popularity with other healthcare professions. This paper has identified that the utilisation of this design can be particularly relevant to nursing and healthcare professionals undertaking a primary piece of research and provides an excellent method to address issues that are of real clinical significance to them and their practice setting. However, the conundrum facing researchers who wish to use this approach is its lack of visibility and transparency within methodological papers and texts, resulting in a deficit of available information to researchers when designing such studies. By adding to the existing knowledge base, this paper enhances the information available to researchers who wish to use the qualitative descriptive approach, thus influencing the standard in how this approach is employed in healthcare research. We highlight the need for researchers using this research approach to clearly outline the context, theoretical framework and concepts underpinning it and the decision-making process that informed the design of their qualitative descriptive study including chosen research methods, and how these contribute to the achievement of the study’s aims and objectives. Failure to describe these issues may have a negative impact on study credibility. As seen in our paper, qualitative descriptive studies have a role in healthcare research providing insight into service users and providers’ perceptions and experiences of a particular phenomenon, which can inform healthcare service provision.

Key points for policy, practice and/or research

• Despite its widespread use, there is little methodological guidance to orientate novice nurse researchers when using the qualitative descriptive design. This paper provides this guidance and champions the qualitative descriptive design as appropriate to explore research questions that require accessible and understandable findings directly relevant to healthcare practice and policy.
• This paper identifies how the use of a qualitative descriptive design gives direct voice to participants including patients and healthcare staff, allowing exploration of issues of real and immediate importance in the practice area.
• This paper reports how within qualitative descriptive research, the analysis of data and presentation of findings in a way that is easily understood and recognised is important to contribute to the utilisation of research findings in nursing practice.
• As this design is often overlooked in research texts despite its suitability to exploring many healthcare questions, this paper adds to the limited methodological guidance and has utility for researchers who wish to defend their rationale for the use of the qualitative descriptive design in nursing and healthcare research.

Louise Doyle (PhD, MSc, BNS, RNT, RPN) is an Associate Professor in Mental Health Nursing at the School of Nursing and Midwifery, Trinity College Dublin. Her research interests are in the area of self-harm and suicide and she has a particular interest and expertise in mixed-methods and qualitative research designs.

Catherine McCabe (PhD, MSc, BNS, RNT, RGN) is an Associate Professor in General Nursing at the School of Nursing and Midwifery, Trinity College Dublin. Her research interests and expertise are in the areas of digital health (chronic disease self-management and social/cultural wellbeing), cancer, dementia, arts and health and systematic reviews.

Brian Keogh (PhD, MSc, BNS, RNT, RPN) is an Assistant Professor in Mental Health Nursing at the School of Nursing and Midwifery, Trinity College Dublin. His main area of research interest is mental health recovery and he specialises in qualitative research approaches with a particular emphasis on grounded theory.

Annemarie Brady (PhD, MSc, BNS, RNT, RPN) is Chair of Nursing and Chronic Illness and Head of School of Nursing and Midwifery at Trinity College Dublin. Her research work has focused on the development of healthcare systems and workforce solutions to respond to increased chronic illness demands within healthcare. She has conducted a range of mixed-method research studies in collaboration with health service providers to examine issues around patient-related outcomes measures, workload measurement, work conditions, practice development, patient safety and competency among healthcare workers.

Margaret McCann (PhD, MSc, BNS, RNT, RGN) is an Assistant Professor in General Nursing at the School of Nursing and Midwifery, Trinity College Dublin. Research interests are focused on chronic illness management, the use of digital health and smart technology in supporting patient/client education, self-management and independence. Other research interests include conducting systematic reviews, infection prevention and control and exploring patient outcomes linked to chronic kidney disease.

Declaration of conflicting interests

The author(s) declared no potential conflicts of interest with respect to the research, authorship and/or publication of this article.

Ethical approval was not required for this paper as it is a methodological paper and does not report on participant data.

The author(s) received no financial support for the research, authorship and/or publication of this article.

Louise Doyle https://orcid.org/0000-0002-0153-8326

Margaret McCann https://orcid.org/0000-0002-7925-6396

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Descriptive Research Design

Descriptive research design is a scientific method which involves observing and describing the behavior of a subject without influencing it in any way.

This article is a part of the guide:

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• Quantitative and Qualitative Research
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• 7.1 Literature Review
• 7.2 Systematic Reviews
• 7.3 Meta Analysis

Many scientific disciplines, especially social science and psychology, use this method to obtain a general overview of the subject.

Some subjects cannot be observed in any other way; for example, a social case study of an individual subject is a descriptive research design and allows observation without affecting normal behavior.

It is also useful where it is not possible to test and measure the large number of samples needed for more quantitative types of experimentation .

These types of experiments are often used by anthropologists, psychologists and social scientists to observe natural behaviors without affecting them in any way. It is also used by market researchers to judge the habits of customers, or by companies wishing to judge the morale of staff.

The results from a descriptive research can in no way be used as a definitive answer or to disprove a hypothesis but, if the limitations are understood, they can still be a useful tool in many areas of scientific research.

The subject is being observed in a completely natural and unchanged natural environment. A good example of this would be an anthropologist who wanted to study a tribe without affecting their normal behavior in any way. True experiments , whilst giving analyzable data, often adversely influence the normal behavior of the subject.

Descriptive research is often used as a pre-cursor to quantitative research designs, the general overview giving some valuable pointers as to what variables are worth testing quantitatively. Quantitative experiments are often expensive and time-consuming so it is often good sense to get an idea of what hypotheses are worth testing .

Disadvantages

Because there are no variables manipulated , there is no way to statistically analyze the results. Many scientists regard this type of study as very unreliable and ‘unscientific’.

In addition, the results of observational studies are not repeatable , and so there can be no replication of the experiment and reviewing of the results.

Descriptive research design is a valid method for researching specific subjects and as a precursor to more quantitative studies. Whilst there are some valid concerns about the statistical validity , as long as the limitations are understood by the researcher, this type of study is an invaluable scientific tool.

Whilst the results are always open to question and to different interpretations, there is no doubt that they are preferable to performing no research at all.

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Descriptive Research Design

• September 29, 2021

Voxco’s Descriptive Research guide helps uncover the how, when, what, and where questions in a research problem

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When conducting a study, researchers generally try to find an explanation for the existence of a phenomenon. They want to understand “why” the phenomenon occurred. 

However, before identifying why a phenomenon occurred, it is integral to answer other questions first. You need to have answers to the “what,” “when,” “how,” and “where” before you can understand the “why.” This is where descriptive research comes in.

The descriptive research design involves using a range of qualitative and quantitative research methods to collect data that aids in accurately describing a research problem.

What is Descriptive Research Design?

Descriptive research design is a type of research design that aims to systematically obtain information to describe a phenomenon, situation, or population. More specifically, it helps answer the what, when, where, and how questions regarding the research problem rather than the why. 

A researcher can conduct this research using various methodologies. It predominantly employs quantitative data, although qualitative data is sometimes used for descriptive purposes. 

It is important to note that in the descriptive research method, the researcher does not control or manipulate any variables, unlike in experimental research. Instead, the variables are only identified, observed, and measured. 

Surveys and observation are the most used method to conduct this research design. You can leverage online survey tools or offline survey tools to gather data as per your research objective.

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What are the Characteristics of Descriptive Research Design?

Let’s take a look at the defining characteristics of the descriptive research design:

1. Quantitative in nature 

Descriptive research involves the collection of quantifiable and systematic data that can be used for the statistical analysis of the research problem. 

2. Uncontrolled variables

One of the most prominent characteristics of descriptive research is that, unlike in experimental research, the variables are not controlled or manipulated. Instead, they are simply identified, observed, and measured.

3. A basis for further research

The data collected in descriptive research provides a base for further research as it helps obtain a comprehensive understanding of the research question so that it can be answered appropriately. 

4. Cross-sectional studies

The descriptive research method is generally carried out through cross-sectional studies. A cross-sectional study is a type of observational study that involves gathering information on various variables at the individual level at a given point in time.

Example of Descriptive Research Design

To gain a deeper understanding of the descriptive method of research, let’s consider the following descriptive design research example: 

Company XYZ is a girls’ shoe brand catering to girls, specifically between the ages of 4 to 14. 

They want to start selling shoes for boys of the same age group as well and therefore want to gather information on the kind of shoes boys want to wear. They decide to conduct market research & choose the observational method to learn about different shoes boys wear nowadays. 

Naturalistic observation can be conducted by observing boys’ shoes in schools, malls, playgrounds, and other public spaces. 

This will help company XYZ identify the kind of shoe boys wear nowadays so that they can create the kind of products that will appeal to this audience.

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Why use Descriptive Research Design?

A descriptive approach to research allows researchers to thoroughly investigate the background of a research problem before further research can be carried out. It can be used in social science research to explore and document the nature and scope of a problem, to identify trends and patterns, and to provide a basis for subsequent research. 

The findings of descriptive research can help inform decision-making, policy development, and program planning.

There are many different contexts in which the use of a descriptive research design is beneficial. Here are some important uses of descriptive research design:

1. To measure data trends 

The descriptive method of research can be used to measure changes in variables over a period of time, allowing trends to be identified and analyzed. 

2. To compare variables

Descriptive research can be used to compare different variables and how different demographics respond to different variables. 

3. To define the characteristics of subjects

It can also be used to determine the different characteristics of the subjects. This can include characteristics such as opinions, traits, behavior, etc. 

4. To verify or validate existing conditions 

Descriptive research can prove to be a useful tool when trying to test the validity of an existing condition as it involves conducting an in-depth analysis of every variable before drawing conclusions.

What Are Some Examples of Descriptive Research Questions?

Here are some examples of descriptive research questions that can be addressed using a descriptive research design include:

• What are the demographic characteristics of a particular population?
• What is the prevalence of a particular health condition or risk factor?
• What are the attitudes and beliefs of a particular group towards a particular issue?
• What are the behaviors and experiences of individuals who have been exposed to a particular intervention or treatment?

What Are the Advantages of Descriptive Research Design?

The following are a few advantages of using a descriptive research design: 

1. Multiple methods of data collection

Research can use a wide range of methods for data collection, such as case studies, observational, and survey methods. They can also decide how they want to collect the data, online, offline, or via phone. 

2. Fast and cost-effective

As the descriptive research design often employs the use of surveys, data can be collected from a very large sample size quickly and cost-effectively. 

Researchers aiming to conduct market research using this research design should leverage integrated market research software . It will enable them to conduct product, customer, brand, and market research using suitable channels. 

3. Comprehensive

Descriptive research often uses quantitative and qualitative research in amalgamation, providing a more holistic understanding of the research topic. 

4. External validity

Results obtained through the descriptive method of research often have high external validity as research is conducted in the respondent’s natural environment and no variables are manipulated.

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What Are the Disadvantages of Descriptive Research Design?

The following are a few disadvantages of using a descriptive research design:

1. Cannot test or verify the research question

The descriptive method of research cannot be used to test or verify the research problem as the data collected does not help explain the cause of the phenomena being studied. 

2. Lack of reliability

If the research problem isn’t formulated well, then the data collected may not be entirely reliable. This also makes it more tedious to carry out a credible investigation. 

3. Risk of untrue responses

Descriptive research relies on the responses of people, especially when conducted using surveys. There may be instances when people provide false responses, compromising the validity of the data collected and the research results. 

4. Risk of sampling error

The descriptive research method generally employs random sampling while selecting a sample group. The randomness may lead to sampling error if the sample group isn’t representative of the larger population. Sampling error would lead to unreliable and inaccurate results.

What Are the Different Methods of Descriptive Research Design?

There are three most important descriptive research design methods:

In survey research, questionnaires or polls are used to collect information on a specific topic from respondents. Surveys should involve a mix of closed-ended and open-ended questions, as both have their own advantages. 

Online survey tools allow multiple data collection channels such as email, website, and SMS surveys. 

They are also popularly used in market research to collect customer feedback to optimize products and strategies and improve customer experience (CX). Some popular market research surveys are Net Promoter Score® (NPS®) surveys , brand tracking surveys , and conjoint analysis surveys . 

2. Case Studies 

The case study method involves the in-depth research of individuals or groups of individuals. Case studies involve gathering detailed data on a narrowly defined subject rather than gathering a large volume of data to identify correlations and patterns. 

Therefore, this method is often used to describe a specific subject’s different characteristics rather than generalizable facts. 

Case studies allow researchers to create hypotheses that can widen the scope of evaluation while studying the phenomenon. However, it is important to note that case studies cannot be used to outline the cause-and-effect relationship between variables as they cannot make accurate predictions due to the risk of researcher bias.

3. Observations method

In this method, researchers observe respondents in their natural environment, from a distance, and therefore do not influence the variables being studied. This allows them to gather information on the behaviors and characteristics being studied without having to rely on respondents for honest and accurate responses. 

The observational method is considered the most effective method for carrying out descriptive research. It involves the collection of both qualitative and quantitative data. You can leverage offline survey tools to gather data digitally, even without the Internet. 

Quantitative observation should be related to or understood in terms of quantity and can be analyzed with the use of statistical data analysis methods. A few examples of quantitative observations include age, weight, height, etc. 

Qualitative observations, on the other hand, involve monitoring variables whose values do not need to be related to numerical measurements. 

When employing this research method, the researcher can choose to be a complete observer, an observer as a participant, a participant as an observer, or a full participant. 

The observational method is generally used in psychological, social, and market research to obtain data that explains how people behave in real-life settings.

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What Are the Types of Descriptive Research Design Surveys?

The following are the different types of descriptive survey studies:

1. Census survey

A census survey is a kind of survey where information is gathered from all units of a population. Data collected through a census study is highly generalizable to the population as all or most units of the population are sampled. 

2. Sample survey 

A sample survey involves gathering information from a small subgroup of the entire population. When selecting a sample, the aim is to select a group of individuals representing the target population so that the data collected can be generalized to the larger population. Sample groups allow research to be conducted in a fast and cost-effective way. 

3. Cross-sectional survey 

In this type of survey, standardized data is collected from a cross-section of the pre-determined population at a given point in time. There are two main types of cross-sectional surveys ; those with a single variable and those with two or more variables. 

4. Longitudinal survey

Longitudinal surveys are used in longitudinal studies where the same variables are observed over a long period of time. This allows researchers to investigate the status of variables at different points in time. There are three main types of longitudinal studies ; trend, panel, and cohort.

5. Comparative survey

Comparative surveys are used to compare the status of two or more variables. The variables are compared using specific criteria that must be delineated as criterion variables. 

6. Evaluative survey

An evaluative survey is generally used to evaluate a program, policy, or curriculum. It involves gathering information that can be used to rate the effectiveness and worthwhileness of a program or policy, or institution. 

7. Documentary survey

A documentary survey involves gathering and analyzing information using pre-existing data that is already available. This data can be research papers, review articles, books, official records, etc. In documentary studies, the researcher evaluates the available literature on the research topic.

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How to Conduct a Descriptive Research Design

Use the following steps to conduct a study using the descriptive method of research:

Step-1: Outline the research objective

The first step is to identify and outline the objectives of your research and then translate these objectives into criteria of investigation. You must clearly identify the different issues and questions in the context of which the knowledge of the situation must be surveyed. 

This must be framed in the form of objectives. Once you’ve clearly stated your criteria and objectives, you must also specify the nature of the data that must be gathered. 

Step-2: Determine the tools and techniques to be used for data collection

In this step, you must determine the tools you will employ for the data collection process. Some examples of different tools that can be used are interviews, questionnaires, observation schedules, reaction scales, etc. 

In this stage, you will have to identify which tools and techniques are relevant and valid to your study. Leverage robust survey software that offers you multiple channels, thus enabling you to utilize various channels to gather insights. 

Step-3: Define​​ the target population and sample group

In the fourth step, you will have to outline your target population. The target population is the group of individuals that you are examining in your research study. Additionally, unless you are conducting a census study and collecting data from the entire population, you must select a sample group.

You can also use an audience panel to accelerate your research. A survey panel gives you access to diverse respondents so you can create your ideal panel. 

Additional read: Types of sampling methods .

Step-4: Select a method for data collection

In the data collection stage, you must have a clear plan of how your data will be collected. This involves clearly outlining the type of data you require, the tools that will be used to gather it, the level of training required by researchers to collect the data, the time required for data collection and fieldwork, and so on. 

As you collect data, keep your research question and objectives in mind and aim to gather authentic and objective data without personal bias. 

Step-5: Analyse the data collected

Once you’ve collected your data, you reach the sixth stage of descriptive research: data analysis. In this stage, you will have to evaluate all the data collected from all your different sources, quantify and qualify them, and then categorize them component-wise. 

If you are working with quantitative and qualitative data, you must employ a range of different quantitative and qualitative analysis techniques to analyze the data collected. 

Leverage survey analytics software that allows you to run statistical analysis and observe data on a live dashboard.  

Step-6: Write the report

The final step of survey research involves writing the report. As survey research involves working with extensive data, it is important to keep the focus of the investigation in mind. The report must be precise and objective-oriented.

Why Use Voxco for Descriptive Research Design?

Voxco being an omnichannel survey software , can be a valuable tool in descriptive research design. It can provide its users with a convenient and efficient means of collecting data from a large number of respondents. 

It allows researchers to design and distribute surveys to a targeted sample of participants, collect data in a standardized format, and analyze the results.

Here are some ways in which Voxco helps with descriptive research design:

• Customizable surveys: Voxco lets its users design surveys with a range of question types and themes. 
• Ease of distribution: With a range of distribution integration, Voxco makes it easy for users to distribute surveys easily via email, SMS, social media, etc. It helps the surveys reach a larger number of respondents. 
• Data analysis: Voxco not only helps researchers gather survey data but also analyzes the survey feedback, which allows researchers to get actionable insights on a visual dashboard. 

Overall, Voxco survey software is an effective tool for conducting descriptive research design, as it provides a streamlined and efficient way to gather, measure, and analyze survey data.

Wondering what will be the cost of conducting a survey using Voxco?

This sums up our article on descriptive research design. This research method helps uncover the hidden element of a customer’s behavior. It helps you create a foundation for your research by helping you create an outline of your research subject.

Begin your descriptive research with a free step-by-step guide to descriptive research

What is descriptive research?

Descriptive research design is a type of research methodology that researchers mostly use to analyze and document the behaviors and characteristics of a particular group of people. It gives a detailed analysis of a situation to explore the relation between two variables.

What is descriptive research study used for?

A descriptive research study is a type of observational research and is used for exploring and documenting the nature and scope of a problem, identifying its trends and patterns, and providing a basis for subsequent research. The outcome of a descriptive study is helpful in making decisions, developing policies, and planning social programs.

It is primarily concerned with describing the current state of a given phenomenon rather than explaining why it exists or how it came to be.

Why is descriptive research design used?

Descriptive research design can be used for a variety of reasons, including

• To describe and document a phenomenon of a particular population
• To identify patterns and trends
• To generate hypotheses for further research
• To inform decision-making and policy development

What is an example of a descriptive method?

A case study that examines the experiences of a small business run by women can be an example of a descriptive method of research. Let’s 

For instance, a researcher may conduct a case study of a small business solely run by women that have successfully implemented sustainable business practices in their food cloth manufacturing business. 

The case study could involve interviews with the owners of the business, observation of their business practices, and analysis of their financial data to document the costs and benefits of sustainability initiatives.

The researchers can then use the findings of the case study to provide a detailed account of the business’s approach to sustainability and to identify best practices that could be applied to other businesses.

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18 Descriptive Research Examples

Descriptive research involves gathering data to provide a detailed account or depiction of a phenomenon without manipulating variables or conducting experiments.

A scholarly definition is:

“Descriptive research is defined as a research approach that describes the characteristics of the population, sample or phenomenon studied. This method focuses more on the “what” rather than the “why” of the research subject.” (Matanda, 2022, p. 63)

The key feature of descriptive research is that it merely describes phenomena and does not attempt to manipulate variables nor determine cause and effect .

To determine cause and effect , a researcher would need to use an alternate methodology, such as experimental research design .

Common approaches to descriptive research include:

• Cross-sectional research : A cross-sectional study gathers data on a population at a specific time to get descriptive data that could include categories (e.g. age or income brackets) to get a better understanding of the makeup of a population.
• Longitudinal research : Longitudinal studies return to a population to collect data at several different points in time, allowing for description of changes in categories over time. However, as it’s descriptive, it cannot infer cause and effect (Erickson, 2017).

Methods that could be used include:

• Surveys: For example, sending out a census survey to be completed at the exact same date and time by everyone in a population.
• Case Study : For example, an in-depth description of a specific person or group of people to gain in-depth qualitative information that can describe a phenomenon but cannot be generalized to other cases.
• Observational Method : For example, a researcher taking field notes in an ethnographic study. (Siedlecki, 2020)

Descriptive Research Examples

1. Understanding Autism Spectrum Disorder (Psychology): Researchers analyze various behavior patterns, cognitive skills, and social interaction abilities specific to children with Autism Spectrum Disorder to comprehensively describe the disorder’s symptom spectrum. This detailed description classifies it as descriptive research, rather than analytical or experimental, as it merely records what is observed without altering any variables or trying to establish causality.

2. Consumer Purchase Decision Process in E-commerce Marketplaces (Marketing): By documenting and describing all the factors that influence consumer decisions on online marketplaces, researchers don’t attempt to predict future behavior or establish causes—just describe observed behavior—making it descriptive research.

3. Impacts of Climate Change on Agricultural Practices (Environmental Studies): Descriptive research is seen as scientists outline how climate changes influence various agricultural practices by observing and then meticulously categorizing the impacts on crop variability, farming seasons, and pest infestations without manipulating any variables in real-time.

4. Work Environment and Employee Performance (Human Resources Management): A study of this nature, describing the correlation between various workplace elements and employee performance, falls under descriptive research as it merely narrates the observed patterns without altering any conditions or testing hypotheses.

5. Factors Influencing Student Performance (Education): Researchers describe various factors affecting students’ academic performance, such as studying techniques, parental involvement, and peer influence. The study is categorized as descriptive research because its principal aim is to depict facts as they stand without trying to infer causal relationships.

6. Technological Advances in Healthcare (Healthcare): This research describes and categorizes different technological advances (such as telemedicine, AI-enabled tools, digital collaboration) in healthcare without testing or modifying any parameters, making it an example of descriptive research.

7. Urbanization and Biodiversity Loss (Ecology): By describing the impact of rapid urban expansion on biodiversity loss, this study serves as a descriptive research example. It observes the ongoing situation without manipulating it, offering a comprehensive depiction of the existing scenario rather than investigating the cause-effect relationship.

8. Architectural Styles across Centuries (Art History): A study documenting and describing various architectural styles throughout centuries essentially represents descriptive research. It aims to narrate and categorize facts without exploring the underlying reasons or predicting future trends.

9. Media Usage Patterns among Teenagers (Sociology): When researchers document and describe the media consumption habits among teenagers, they are performing a descriptive research study. Their main intention is to observe and report the prevailing trends rather than establish causes or predict future behaviors.

10. Dietary Habits and Lifestyle Diseases (Nutrition Science): By describing the dietary patterns of different population groups and correlating them with the prevalence of lifestyle diseases, researchers perform descriptive research. They merely describe observed connections without altering any diet plans or lifestyles.

11. Shifts in Global Energy Consumption (Environmental Economics): When researchers describe the global patterns of energy consumption and how they’ve shifted over the years, they conduct descriptive research. The focus is on recording and portraying the current state without attempting to infer causes or predict the future.

12. Literacy and Employment Rates in Rural Areas (Sociology): A study aims at describing the literacy rates in rural areas and correlating it with employment levels. It falls under descriptive research because it maps the scenario without manipulating parameters or proving a hypothesis.

13. Women Representation in Tech Industry (Gender Studies): A detailed description of the presence and roles of women across various sectors of the tech industry is a typical case of descriptive research. It merely observes and records the status quo without establishing causality or making predictions.

14. Impact of Urban Green Spaces on Mental Health (Environmental Psychology): When researchers document and describe the influence of green urban spaces on residents’ mental health, they are undertaking descriptive research. They seek purely to understand the current state rather than exploring cause-effect relationships.

15. Trends in Smartphone usage among Elderly (Gerontology): Research describing how the elderly population utilizes smartphones, including popular features and challenges encountered, serves as descriptive research. Researcher’s aim is merely to capture what is happening without manipulating variables or posing predictions.

16. Shifts in Voter Preferences (Political Science): A study describing the shift in voter preferences during a particular electoral cycle is descriptive research. It simply records the preferences revealed without drawing causal inferences or suggesting future voting patterns.

17. Understanding Trust in Autonomous Vehicles (Transportation Psychology): This comprises research describing public attitudes and trust levels when it comes to autonomous vehicles. By merely depicting observed sentiments, without engineering any situations or offering predictions, it’s considered descriptive research.

18. The Impact of Social Media on Body Image (Psychology): Descriptive research to outline the experiences and perceptions of individuals relating to body image in the era of social media. Observing these elements without altering any variables qualifies it as descriptive research.

Descriptive vs Experimental Research

Descriptive research merely observes, records, and presents the actual state of affairs without manipulating any variables, while experimental research involves deliberately changing one or more variables to determine their effect on a particular outcome.

De Vaus (2001) succinctly explains that descriptive studies find out what is going on , but experimental research finds out why it’s going on /

Simple definitions are below:

• Descriptive research is primarily about describing the characteristics or behaviors in a population, often through surveys or observational methods. It provides rich detail about a specific phenomenon but does not allow for conclusive causal statements; however, it can offer essential leads or ideas for further experimental research (Ivey, 2016).
• Experimental research , often conducted in controlled environments, aims to establish causal relationships by manipulating one or more independent variables and observing the effects on dependent variables (Devi, 2017; Mukherjee, 2019).

Experimental designs often involve a control group and random assignment . While it can provide compelling evidence for cause and effect, its artificial setting might not perfectly mirror real-worldly conditions, potentially affecting the generalizability of its findings.

These two types of research are complementary, with descriptive studies often leading to hypotheses that are then tested experimentally (Devi, 2017; Zhao et al., 2021).

Benefits and Limitations of Descriptive Research

Descriptive research offers several benefits: it allows researchers to gather a vast amount of data and present a complete picture of the situation or phenomenon under study, even within large groups or over long time periods.

It’s also flexible in terms of the variety of methods used, such as surveys, observations, and case studies, and it can be instrumental in identifying patterns or trends and generating hypotheses (Erickson, 2017).

However, it also has its limitations.

The primary drawback is that it can’t establish cause-effect relationships, as no variables are manipulated. This lack of control over variables also opens up possibilities for bias, as researchers might inadvertently influence responses during data collection (De Vaus, 2001).

Additionally, the findings of descriptive research are often not generalizable since they are heavily reliant on the chosen sample’s characteristics.

See More Types of Research Design Here

De Vaus, D. A. (2001). Research Design in Social Research . SAGE Publications.

Devi, P. S. (2017). Research Methodology: A Handbook for Beginners . Notion Press.

Erickson, G. S. (2017). Descriptive research design. In  New Methods of Market Research and Analysis  (pp. 51-77). Edward Elgar Publishing.

Gresham, B. B. (2016). Concepts of Evidence-based Practice for the Physical Therapist Assistant . F.A. Davis Company.

Ivey, J. (2016). Is descriptive research worth doing?.  Pediatric nursing ,  42 (4), 189. ( Source )

Krishnaswamy, K. N., Sivakumar, A. I., & Mathirajan, M. (2009). Management Research Methodology: Integration of Principles, Methods and Techniques . Pearson Education.

Matanda, E. (2022). Research Methods and Statistics for Cross-Cutting Research: Handbook for Multidisciplinary Research . Langaa RPCIG.

Monsen, E. R., & Van Horn, L. (2007). Research: Successful Approaches . American Dietetic Association.

Mukherjee, S. P. (2019). A Guide to Research Methodology: An Overview of Research Problems, Tasks and Methods . CRC Press.

Siedlecki, S. L. (2020). Understanding descriptive research designs and methods.  Clinical Nurse Specialist ,  34 (1), 8-12. ( Source )

Zhao, P., Ross, K., Li, P., & Dennis, B. (2021). Making Sense of Social Research Methodology: A Student and Practitioner Centered Approach . SAGE Publications.

Dave Cornell (PhD)

Dr. Cornell has worked in education for more than 20 years. His work has involved designing teacher certification for Trinity College in London and in-service training for state governments in the United States. He has trained kindergarten teachers in 8 countries and helped businessmen and women open baby centers and kindergartens in 3 countries.

• Dave Cornell (PhD) https://helpfulprofessor.com/author/dave-cornell-phd/ 10 Conditioned Stimulus Examples (With Pictures)
• Dave Cornell (PhD) https://helpfulprofessor.com/author/dave-cornell-phd/ 25 Positive Punishment Examples
• Dave Cornell (PhD) https://helpfulprofessor.com/author/dave-cornell-phd/ 25 Dissociation Examples (Psychology)
• Dave Cornell (PhD) https://helpfulprofessor.com/author/dave-cornell-phd/ 15 Zone of Proximal Development Examples

Chris Drew (PhD)

This article was peer-reviewed and edited by Chris Drew (PhD). The review process on Helpful Professor involves having a PhD level expert fact check, edit, and contribute to articles. Reviewers ensure all content reflects expert academic consensus and is backed up with reference to academic studies. Dr. Drew has published over 20 academic articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education and holds a PhD in Education from ACU.

• Chris Drew (PhD) #molongui-disabled-link 10 Conditioned Stimulus Examples (With Pictures)
• Chris Drew (PhD) #molongui-disabled-link 25 Positive Punishment Examples
• Chris Drew (PhD) #molongui-disabled-link 25 Dissociation Examples (Psychology)
• Chris Drew (PhD) #molongui-disabled-link 15 Zone of Proximal Development Examples

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• Published: 21 November 2023

Connecting with fans in the digital age: an exploratory and comparative analysis of social media management in top football clubs

• Edgar Romero-Jara 1 ,
• Francesc Solanellas 2 ,
• Joshua Muñoz   ORCID: orcid.org/0000-0001-6220-6328 2 &
• Samuel López-Carril   ORCID: orcid.org/0000-0001-5278-057X 3  

Humanities and Social Sciences Communications volume  10 , Article number:  858 ( 2023 ) Cite this article

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• Business and management
• Cultural and media studies

In a globalised society, characterised by increasingly demanding markets and the accelerated growth of the digital approach, sports organisations face the challenge of connecting with fans, generating and maintaining audiences and communicating with stakeholders creatively and efficiently. Social media has become a fundamental tool, with engagement as a critical measurement element. However, despite its popularity and use, many questions about its application, measurement and real potential in the sports sector still need to be answered. Therefore, the main objective of this study is to carry out a descriptive and comparative analysis of the engagement generated through social media posts by elite football clubs in Europe, South America and North America. To this purpose, 19,745 Facebook, Twitter and Instagram posts were analysed, through the design, validation and application of an observation instrument, using content analysis techniques. The findings show evidence of a priority focus on “Marketing” and “Sports” type messages in terms of frequency, with high engagement rates. They were also showing a growing stream of “ESG” type messages, with a low posting frequency but engagement rates similar to “Marketing” and “Sport”. “Institutional” messages remain constant in all football clubs. “Commercial” messages still have growth potential in both regards, frequency and engaging fans, representing an opportunity for digital assets. Also, specific format combinations that generate greater engagement were identified: “text/image” and “text/videos” are the format combinations more used by football clubs on Facebook, Twitter and Instagram; however, resulting in different engagement rates. This study showed evidence of different social media management strategies adopted according to region, obtaining similar engagement rates. This research concludes with theoretical and practical applications that will be of interest to both academics and practitioners to maximise the potential of social media for fan engagement, social initiatives and as a marketing tool.

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Introduction.

In a context of booming technology and high organisational competitiveness (Ratten, 2020 ), digital tools have evolved from an essential add-on to crucial strategic and operational elements in sports organisations (Stegmann et al., 2021 ). Fans increasingly demand a connection with their favourite athletes and teams (Su et al., 2020 ) through digital channels such as social media, podcasts (Rohden et al., 2023 ), Esports (Cuesta-Valiño et al., 2022 ), among others. Today’s digitised world presents therefore, an opportunity for brands, sponsors, sports properties, and other stakeholders to interact in a complex and emotionally charged sector (Su et al., 2022 ) for fans from different age generations (Sheldon et al., 2021 ). Understanding and getting to know fans are at the forefront of every sports organisation’s objective.

Social media plays a fundamental role due to their ability to reach multiple audiences faster and generate a sense of connection with fans through a key measurement element: engagement (Doyle et al., 2022 ). Sports organisations, specifically football clubs, invest time, people and resources in managing social media to achieve their brand positioning and commercial and communication objectives (Anagnostopoulos et al., 2018 ; Maderer et al., 2018 ), with Facebook, Twitter and more recently, Instagram, being the most widely used (Abeza et al., 2019 ; Machado et al., 2020 ). However, the real potential of social media and its optimal use still poses many questions to be answered.

Although there are previous studies that have explored some aspects of social media in a sports context (e.g., Anagnostopoulos et al., 2018 ; Mastromartino and Naraine, 2022 ; Su et al., 2020 ), the potential impact and efficiency of content posted by football clubs on their social media channels remains unclear. For example, several studies point to various factors that contribute to fan engagement on social media depending on elements such as the type of content, the format used (e.g. photo, text or a combination of both) or the social media platform (see Einsle et al., 2023 ; Maderer et al., 2018 ; Su et al., 2020 ). This gap in the literature prompts a call to action from across the domains of sports marketing and sports management. Identifying the elements generated by football clubs on their official social media profiles can help them improve their marketing strategies and better support their fans. Based on this need and opportunity for management improvement, this study addresses the following research question:

RQ . What are the main characteristics of Facebook, Twitter, and Instagram posts from elite football clubs to understand the content type, format and social media platform that generate the highest engagement among social media consumers?

Grounded on the theoretical framework of relationship marketing, the main objective of this study is to carry out a descriptive and comparative analysis of the engagement generated through social media posts on Facebook, Twitter and Instagram by elite football clubs in Europe, South America and North America, using a categorisation approach developed from an existing model in the literature (see Solanellas et al., 2022 ), as well as the identification of key elements of high-impact social media posts. For this purpose, a new instrument was designed, validated and applied to analyse the use of social media as a marketing tool in sports management. By conducting this exploration, this paper contributes to the literature on sports marketing by identifying which social media and which types of content provoke the most interaction among fans. As a result, football team managers can gain a better understanding of how to target and personalise potential commercial and branding actions, thereby reinforcing the loyalty and commitment of fans to football clubs, and opening or consolidating new lines of action aligned with the strategic objectives of sport entities. Furthermore, the findings and conclusions presented in this study can assist sports managers in the decision-making process, as well as in planning, organising, directing, and effectively controlling social media platforms, thus enhancing engagement with fans in a digital environment.

The article is structured as follows. Firstly, the literature review presents the main theoretical and conceptual elements, focusing on social media and their relationship with marketing theory in sports and football. Secondly, the methodological aspects guiding the study’s process are detailed, including sample, instrument, research procedure, and data analysis. Thirdly, the study’s main results are presented. Fourth, the discussion section critically examines the findings in the context of existing literature, offering practical and theoretical implications for both academics and practitioners. Finally, the study concludes with the main conclusions and limitations.

Literature review

Social media and sports, a combination of great potential.

Social media is a collective term for media tools, platforms, and applications allowing consumers to connect, communicate, and collaborate (Williams and Chinn, 2010 ). They encourage interaction between users and the organisation and provide information from customers and the organisation faster than through conventional media (Kümpel et al., 2015 ; Shilbury et al., 2014 ). Furthermore, social media is considered a mass phenomenon due to its ability to transmit information in an agile and interactive way (Vivar, 2009 ), as well as a unique form of communication that transcends geographical and social boundaries through the instantaneous communication of information (Filo et al., 2015 ). Social Media is used in different sectors for marketing activities (Chen, 2023 ), brand equity and loyalty (Malarvizhi et al., 2022 ) to understand consumer´s behaviour, brand positioning, business revenue opportunities and social communication (Ramos et al., 2019 ). However, although the first studies about this phenomenon have been explored in the sports industry field, there is still a need for more evidence about its real potential, essential elements, and efficiency measurement in the sector.

Due to the high graphic, interactive and visual content of social media, their use in the sports industry, a sector of strong emotional influence, has become more relevant and pervasive in the last decade (Hull and Abeza, 2021 ), where the interest of the viewer has become crucial and increasingly demanding (Nisar et al. 2018 ). The differences that make the sports industry unique and particular are, among others: immediate results and changes (Davis and Hilbert, 2013 ) in addition to the fact that every decision is “in the spotlight” of the public (alluding to the complexity of fans, athletes, coaches, media and other stakeholders). Thus, athletes, teams and sports organisations have been using social media as part of their public relations and communication efforts (Filo et al., 2015 ; Pegoraro, 2010 ; Yan et al., 2019 ) to engage with their partners and fans (Zakerian et al., 2022 ), promoting interactions and increasing engagement with the sport product, as well as with the team in general (Abeza et al., 2019 ; Parganas and Anagnostopoulos, 2015 ).

The linking of social media within the integrated marketing communication process has changed communication strategies and consumer outreach, where marketing managers must include these tools when developing and executing their customer-focused promotional strategies (Lee and Kahle, 2016 ; Rehman et al., 2022 ). On the other hand, social media, directly and indirectly, impacts revenue generation and favours negotiation with sponsors due to their notoriety, visibility, and reach (Mastromartino and Naraine, 2022 ; Parganas and Anagnostopoulos, 2015 ). They are therefore considered a key tool for building and enhancing a brand’s reputation (Maderer et al., 2018 ) and an ideal platform to advertise and increase the visibility of a brand or company, as well as to interact with and analyse the actions of their fans and followers (Abeza et al., 2017 ; García-Fernández et al., 2015 ; Herrera-Torres et al., 2017 ).

Social media has also been used in sports education in recent years (Sanz-Labrador et al., 2021 ). Moreover, their application is increasingly common in construction and dissemination related to social responsibility (López-Carril and Anagnostopoulos, 2020 ; Sharpe et al., 2020 ). In this way, they have also become a key tool for interacting with fans, addressing a strengthened social approach, and gaining engagement from athletes, sponsors, and authorities (Einsle et al., 2023 ; Oviedo et al., 2014 ; Su et al., 2020 ). Beyond the digital environment, Cuesta-Valiño et al. ( 2021 ) pointed out the relevance of considering the emerging sustainable management approach to measure sports organisations’ goals. One of the most relevant challenges for this industry is to issue social media posts efficiently, using the proper formatting resources and at the right time, to generate the most significant possible impact and engagement.

Relationship marketing theory applied to social media in sports

The sports industry is a fast-growing and increasingly diverse market worldwide (Kim and Andrew, 2016 ). Football (soccer in North America) is one of the most popular sports worldwide as well as a cultural manifestation, characterised by its high emotional level and economic, political and social relevance (Bucher and Eckl, 2022 ; Petersen-Wagner and Ludvigsen, 2022 ). Only in Spain, the sports sector generates 3.3% of the Gross Domestic Product (GDP), of which 1.37% is produced through football (PWC, 2020 ).

Globalisation has demanded an adaptation at all levels due to the endless search for immediacy and access to information, where the business of sports is becoming more and more relationship-based and the importance of generating engagement (Einsle et al., 2023 ; Fried and Mumcu, 2017 ; García-Fernández et al., 2017 ) is one of the most relevant variables in generating loyalty in sports organisations (Loranca-Valle et al., 2021 ; Núñez-Barriopedro et al., 2021 ). Sports consumers are seen as “channels” through which sports products can be promoted (O’Shea and Alonso, 2011 ), and sports fans have become both the consumer and the advocates of the product. This is where relationship marketing theory helps us to better understand this phenomenon. As Abeza and Sanderson ( 2022 , p. 287) point out, relationship marketing theory “is based on the idea that a relationship between two parties creates additional value for those involved”. This theory is one of the most widely used to understand the phenomenon of social media in sports (Abeza and Sanderson, 2022 ) as highlighted by numerous authors who have used it in their studies (e.g., Abeza et al., 2017 , 2019 , 2020 ; Su et al., 2020 ; Williams and Chinn, 2010 ).

Merging the roots of relationship marketing theory (Möller and Halinen, 2000 ) and the particular characteristics of the sports sector, and taking into account the perspective of short-term transactions and immediate economic benefits (Abeza et al., 2017 ), social media represents opportunities for better knowledge about fans, more advanced consumer–organisation interaction, efficient fan engagement, efficient use of resources and agile evaluation of the relationship between fans and organisation (Abeza et al., 2019 , 2020 ). In view of this, and in line with Abeza and Sanderson ( 2022 ), social media thus becomes a channel through which to establish, maintain and cultivate long-term relationships beneficial to both parties (in our study, football clubs and fans).

Previous studies have addressed the use of specific social media in the context of sports, such as Facebook (Achen, 2019 ; Meng et al., 2015 ; Pegoraro et al., 2017 ; Waters et al., 2009 ), Twitter (Blaszka et al., 2012 ; Hambrick et al., 2010 ; Lovejoy and Saxton, 2012 ; Winand et al., 2019 ; Witkemper et al., 2012 ) and Instagram (Anagnostopoulos et al., 2018 ; Machado et al., 2020 ; Zakerian et al., 2022 ), because of the relevance in the use of these platforms in the sports sector. From another broader perspective, Solanellas et al. ( 2022 ) propose a practical analysis of multiple social media in sports organisations from a content categorisation point of view.

The results and contributions of the studies mentioned above, reveal the importance of further exploring the social media fan engagement phenomenon as a strategic perspective (Tafesse and Wien, 2018 ) and the added value that social media can generate in sports. In this sense, it is relevant for sports managers to know which techniques, methodologies and perspectives to use. Furthermore, as stated by Abeza and Sanderson ( 2022 ), it is necessary to go deeper into the theories behind its use. Taking these aspects into account, this work presents a new instrument of observation and measurement of social media posts by football organisations, as a basis for understanding and deepening the knowledge about the digital audience and its impact on the different objectives of the organisation. Thus, the study draws on relationship marketing theory to better understand how sports managers can make the most of the possibilities offered by social media to generate added value from the interaction between fans and football clubs. Particularly, the developed instrument focuses on the analysis of the type of content published by football clubs, categorising it into dimensions, as well as the engagement of the different publications according to the type of dimension to which they belong.

With a view to the implementation of the instrument, and to contribute to the literature related to the use of social media as a marketing tool in sports, this study analyses Facebook, Twitter and Instagram posts issued by elite football clubs from Europe, South America and North America, using a practical approach to content categorisation and taking the engagement factor as a key element for comparison.

Methodology

This study adopts an exploratory, descriptive, and comparative research design (Andrew et al., 2011 ) using the observational method and content analysis techniques. Content analysis involves the recounting and comparison of content, followed by the interpretation of the underlying context. It has been widely used in social media communication research, specifically in sports settings (e.g., Anagnostopoulos et al., 2018 ; Wang and Zhou, 2015 ; Winand et al., 2019 ), to interpret textual data through systematic classification, coding, and identifying themes or patterns (Hsieh and Shannon, 2005 ). First, exploratory studies are particularly useful when the phenomenon under investigation is in constant evolution (such as social media as a marketing tool), as well as when there are several factors and variables at play (Andrew et al., 2011 ). In this study, these are linked to the engagement that can be caused by the type of content or format used by elite football clubs on their social media accounts. Second, the descriptive aspect of the research design aims to describe and quantify the engagement levels in social media for the selected football clubs. By Collecting and analysing quantitative data on the interaction metrics, including likes, comments, shares, and follower counts, the study provided a comprehensive overview of the current state of engagement, and other variables, among the clubs, helping to build a foundation for further analysis and comparison. Lastly, the comparative aspect of the research design (Andrew et al., 2011 ) is valuable in this study because it enables a cross-regional analysis of three of the most traditional social media platforms. The study compared the engagement practices, elements, and strategies across three key regions of the football industry worldwide. Understanding potential differences can be useful for sports managers to design more optimised social media marketing strategies.

Considering the study design and observational method applied in this research (Anguera-Argilaga et al., 2011 ), a nonprobable sample design (see Battaglia, 2008 ) was established following several steps to make the following three decisions: (1) selection of football clubs, (2) social media platforms, and (3) period of time studied.

First, a geographical criterion was used to determine the origin of the football clubs under study. This criterion was based on a comprehensive and global perspective, considering factors such as historical significance, popularity, sporting achievements, and the modernisation of football worldwide. Based on these considerations, three regions were selected for analysis: Europe and South America, renowned for their broad global relevance and football tradition (e.g., the winning national teams of the 22 editions of the FIFA World Cup so far are from Europe and South America [Venkat, 2023 ]). Next, North America was chosen for its ascending market growth potential and global efforts to promote football. This is exemplified by upcoming milestones, such as the organisation of the FIFA World Cup 2026 in the United States, Mexico, and Canada, as well as the recent arrival of Lionel Messi into Major League Soccer (see Mizrahi, 2023 ). These three regions are governed by the three most influential regional football bodies of FIFA: Europe (UEFA), South America (CONMEBOL), and North America (CONCACAF). Second, to select the most relevant football clubs in these three regions, we followed some of the selection criteria set in similar studies (e.g., Anagnostopoulos et al., 2018 ; Maderer et al., 2018 ). Therefore, the rankings of four of the most influential football organisations or websites were considered: (1) the International Federation of Football History and Statistics (IFFHS) club ranking, (2) the Football World Rankings website, (3) the FIFA club and league ranking, and (4) the Transfermarkt player ranking website (of great relevance in the player transfer market). As a result of this process, 24 teams were pre-selected (9 from Europe, 9 from South America and 6 from North America) according to the objectives and the study design and the author’s agreement (Andrew et al., 2011 ; Anguera-Argilaga et al., 2011 ; Battaglia, 2008 ; Hernández-Sampieri et al., 2014 ). Finally, a random draw was made resulting in a selection of six teams from Europe, six from South America and four from North America (with a limit of two teams per league). This process resulted in the 16 teams whose use of social media is analysed in this study (see Table 1 ).

Following, social media to be analysed in the study were selected. It was noted in the literature that Facebook had been one of the first social media to be used by football clubs and other sports organisations, either to connect with fans or purely for informational purposes (Achen, 2019 ; Waters et al., 2009 ). Twitter and Instagram are also platforms that have become relevant, not only for marketers in sports but also in other sectors (Anagnostopoulos et al., 2018 ; Wang and Zhou, 2015 ). Although the use of Facebook, Twitter and Instagram as marketing tools for football clubs has been studied (e.g., Machado et al. 2020 ; Maderer et al. 2018 ; Nisar et al., 2018 ), there is a lack of literature comparing their potential engagement across a sample of teams from different geographic regions. Thus, it was deemed appropriate to select these three social media sources for our study.

Finally, the periods over which the publications were to be extracted were determined. Among other authors, Ashley and Tuten ( 2015 ) point out that, in a social media environment, two to four weeks are sufficient for a wide variety of posts to be made in a regular and cyclical context, excluding exceptional milestones or events that could have an extraordinary impact on engagement and that could bias regular reading. Therefore, 45 days for each club and each social media is set as an appropriate observation period.

Once the sample selection criteria had been defined, the links of all publications from the clubs selected in the study on the three social media were extracted through the Fanpage Karma software that allows data to be collected and interpreted (Lozano-Blasco et al., 2021 ). After prior data analysis, the final sample consisted of 19,745 publications, a very similar figure to that used in other related studies (e.g., Maderer et al., 2018 ; Yan et al., 2019 ).

Instrument and research procedure

Based on the review of the techniques and methodologies used to analyse the use of social media as a marketing tool for football clubs in previous studies, we proceeded to design and develop an observation and data collection instrument in a Microsoft Excel Spreadsheet (.xlsx format), taking as a starting point the model of content analysis proposed by Solanellas et al. ( 2022 ). Due to the nature of the study, the .xlsx data collection format was chosen for its flexibility, allowing for manual data collection and the application of the categorisation tool post-by-post. This format has been successfully used as a data collection tool in previous social media content analysis studies in football (e.g., López-Carril and Anagnostopoulos, 2020 ).

To ensure its rigour, the codebook was subsequently submitted for review to nine field experts. The selection of these experts was undertaken via judgmental nonprobability sampling, a method commonly employed in the literature due to the specialised and ever-evolving nature of the subject (Andrew et al., 2011 ). These individuals were chosen based on specific criteria, encompassing their professional roles in specialised, coordinating, managerial, or directorial positions tied to the digital domain. Moreover, their academic background, particularly in marketing, methodology, or digital tools, was considered. To ensure an extensive grasp of the subject matter, the chosen experts were required to have a minimum of five years of experience in the area and to be actively participating in their respective roles. This approach aimed to incorporate diverse viewpoints, offering insights from a spectrum of angles relevant to this research. As a result, the panel of experts was comprised of the following professionals: the Head of Digital from a prominent European professional football league (1), a Marketing Manager and an International Communications Manager from leading professional football clubs (2), Directors of digital marketing and branding agencies (2), professors specialising in marketing and sports management at Spanish universities (2), and the Vice-President of Sales along with the Head of Digital from sports business intelligence consultancies (2).

Semi-structured interviews were undertaken with these chosen experts to delve into pertinent aspects linked to the study. An interview guide was developed, following the methodological aspects indicated in specialised works in this field (see Andrew et al., 2011 ; Anguera-Argilaga et al., 2011 ). Furthermore, the interview guide encompassed critical aspects of social media management and relevant facets of football club management (e.g., post formats, observation timeframes, platforms for capturing and analysing social media posts), drawing upon the elements and variables derived from studies conducted by Parganas and Anagnostopoulos ( 2015 ) as well as Solanellas et al. ( 2022 ). Additionally, these interviews comprised discussions about the conception and execution of the observation tool, which was employed as a supplementary instrument for data collection. Further variables relevant to the research objectives were explored within these interviews.

The qualitative insights garnered from the experts’ conclusive remarks offered valuable suggestions that contributed to refining the study’s development and enhancing the observation tool. This iterative approach ensured the harmonisation of the tool with the research objectives and its effective alignment with the study’s research questions. After incorporating the modifications suggested in the experts’ evaluations, the study’s codebook adhered to the variables and categories illustrated in Table 2 .

The .xlsx instrument sheet was then pilot-tested. Seventy-five publications (25 from Facebook, 25 from Instagram and 25 from Twitter) from three different football clubs were randomly selected, conforming to a total sample of 225 publications. The data were collected in an observation sheet in .xlxs format for analysis purposes. During the analysis process, including the discussion of possible discrepancies in interpreting each publication as belonging to one or another of the dimensions of the study’s codebook, the authors decided that each publication would be classified only in one dimension, depending on the type of content that predominates in each post.

To measure the level of reliability and accuracy of the instrument (Andrew et al., 2011 ), the intra-observer reliability method was applied, incorporating 10–12 minute breaks every 40–45 min of observation. After 15 days, the same publications were re-coded using the same established protocol. The results of the coding provided a Kappa coefficient of 0.949, demonstrating a very high level of agreement and reliability, following the scale of Landis and Koch ( 1977 ).

To measure the reliability and accuracy of the instrument (Andrew et al. 2011 ), the intra-observer reliability method was applied. In the first stage, the data was collected and coded post-by-post by applying the xlsx. sheet, incorporating 10–12 minute breaks every 40–45 min of observation to ensure the quality of the data observed and collected. The same posts were re-coded using the same established protocol in the second stage. To ensure a more accurate application of the codebook and to avoid potential bias, a 15-day impasse was established between the two data collections. The coding results between the two stages provided a Kappa coefficient of 0.949, demonstrating a very high level of agreement and reliability, following the scale of Landis and Koch ( 1977 ).

Finally, based on the interaction data collected with the data collection instrument, the variable of engagement with the publications was calculated by adapting the formulas used by the Fanpage Karma ( 2022 ) and Rival IQ (Feehan, 2023 ) platforms (Fig. 1 ).

Adapted from Fanpage Karma ( 2022 ) and Rival IQ (Feehan, 2023 ) platforms.

Therefore, after the protocol and the .xlsx observation instrument sheet were tested and validated, the final procedure was established as follows: (a) social media posts from Facebook, Twitter and Instagram of the selected football clubs were extracted automatically using the FanPage Karma license and added to the .xlsx observation instrument sheet; (b) according to the Study Codebook (see Table 2 ) the data was collected and registered manually into the .xlsx observation instrument sheet by clicking the posts one by one; c) we proceeded to set up a database coding the variables from the data collected to perform the statistical analyses.

Data analysis

A descriptive analysis of the engagement generated by publications on social media and their content (dimensions and formats) on Facebook, Instagram and Twitter was carried out. To analyse the differences in engagement generated by the posts on each social media according to their content, we used the t-test for independent samples and the one-factor ANOVA. The significance value established is <0.05. A chi-square test and correspondence analysis were applied to identify and visualise points of association between the key variables. Data analysis was performed using the SPSS statistical package, version 27.0.

As shown in Table 3 , of the 19,745 posts observed and analysed, Twitter accounted for 64%, followed by Facebook at 22% and Instagram at 14%. However, from the point of view of engagement, Instagram reflects an average of 1.873, well above the other social media. Facebook follows it with 0.112 and Twitter with 0.045, showing an inverse behaviour to the number of posts made.

Frequency and engagement

In Fig. 2 , we can observe the strategy used by each club in terms of the frequency of posts on Facebook, Twitter and Instagram, as well as the levels of engagement obtained. On Facebook, the football clubs analysed posts at different frequencies. In Europe, we observe that the clubs with the highest frequency of posts are Liverpool FC and Manchester United FC, with n  = 445 and n  = 486, respectively. In contrast, the Spanish clubs (Real Madrid FC and FC Barcelona) have the lowest frequency of posts ( n  = 195 and n  = 118, respectively). On the other hand, beyond this difference in frequency, they have very similar engagement ratios.

Frequency of posts and level of engagement generated on Facebook, Twitter and Instagram by the football clubs selected for this study (organised by regions).

The club with the highest frequency of publications is CR Flamengo from Brazil ( n  = 644); however, SE Palmeiras, the other Brazilian club studied, despite registering fewer publications in the same period ( n  = 289), shows much higher levels of engagement. SE Palmeiras (Brazil), Club Olimpia and Club Cerro Porteño (Paraguay), CF America (Mexico) and Atlanta United FC (USA) show the highest levels of engagement, with similar posting frequencies (between n  = 142 and n  = 241). On Twitter, the highest frequencies of posts were published compared to Facebook and Instagram, with CR Flamengo and Atlanta United FC being the clubs that posted the most ( n  = 1606 and n  = 2096, respectively). However, the levels of engagement identified show similar and homogeneous levels in the period analysed, regardless of the frequency of publications. On the other hand, the highest engagement levels were observed on Instagram, with a lower frequency of publications in all cases. Football clubs SE Palmeiras, CA River Plate, CF America and Atlanta United FC have the highest engagement values (2.5 and 3), with posting frequencies ranging from n  = 91 to n  = 154. European football clubs have very similar engagement ratios (around 1.00), while North American football clubs have different engagement values despite having similar posting frequencies ( n  = 91 and n  = 154).

Content dimensions of publications

As shown in Fig. 3 , we observe the dimensions proposed in this study, comparing the social media analysed and the engagement generated by each category. From this point of view, in terms of frequency, the “Marketing” and “Sport” dimensions are observed as the most used publication approaches by football clubs, followed by the “Institutional” dimension, “Commercial” and, finally, “ESG”. This order of frequency applies to Facebook, Twitter and Instagram.

Categorisation in the posts’ dimensions and their relationship with the engagement generated by Facebook, Twitter and Instagram of the football clubs analysed.

In terms of engagement, the social media Instagram is the one that registers considerably higher values than the rest of the social media analysed, with the “Marketing” dimension generating the highest engagement (2.03). It is followed by the “Institutional” dimension (1.78) and the “Sports” dimension (1.74), closing with the “Commercial” and “ESG” dimensions, with values of 1.54 and 1.41, respectively. Facebook is the following social media that generates the highest engagement.

In the case of Facebook (see Supplementary Table S1 ), the findings show a significance of the engagement means between the “Commercial” and the “Sports” ( p  = 0.000 < 0.05), “Institutional” ( p  = 0.001 < 0.05) and “Marketing” type of the posts in Facebook.

On the other hand, Twitter (see Supplementary Table S2 ) is the one that generates the minor engagement, with very similar values between the different dimensions, despite being the one with the highest frequency of publications (Fig. 3 ). Unlike the previous dimensions, the “Institutional”, “ESG”, and “Commercial” dimensions are those with the highest engagement values (0.07), followed by the “Marketing” and “Sports” dimensions (both with 0.04). However, in this social media platform, the “Institutional” type of content is statistically significant with “Sports” ( p  = 0.000 < 0.05), “Commercial” ( p  = 0.000 < 0.05) and “Marketing” ( p  = 0.000 < 0.05). Also, we can find significant engagement results between the “ESG” and the “Commercial” ( p  = 0.033 < 0.05) dimensions.

On Instagram (see Supplementary Table S3 ), the “Marketing” dimension has the highest engagement value, as does the “Institutional” dimension (both with 0.12). It is followed by the “Sports” dimension (0.11), “ESG” (0.10) and finally, “Commercial” (0.07) (Fig. 3 ). Nevertheless, as difference of Facebook and Twitter, the findings show a strong relevance of “Marketing” dimensions posts (Supplementary Table S3 ), linked significantly with “Sports” ( p  = 0.000 < 0.05), “Commercial” ( p  = 0.000 < 0.05) and “Institutional” ( p  = 0.002 < 0.05).

Types of formats in publications

Nine combinations of the most relevant formats have been identified in the publications analysed (Table 4 ), both in the frequency of use and engagement they generate.

On Facebook, the most frequent formats are “Text/Image” and “Text/Video” ( n  = 2031 and n  = 1265, respectively). However, the format with the highest engagement is “Image” (0.23), followed by “Text/Image” (0.13), “Text/Video” (0.12) and “Text/Link” (0.07). On Twitter, on the other hand, the “Text/Image” format is the most used ( n  = 4412), “Text” ( n  = 2499), “Text/Video” ( n  = 2239) and “Image” ( n  = 1534), with the “Text/Video” and “Text/Image” format combinations (0.07) registering the highest engagement. On Instagram, due to the nature of social media, the most frequent format is “Text/Image” ( n  = 1986). In terms of engagement, the formats “Image” (2.20), “Text/Image” (1.95), “Text/Image/Polls” (1.93) and “Video” (1.84) have the highest values.

The correspondence analysis (Fig. 4 ) shows the degree of association between the variables and the categorisation dimensions proposed in this study in a relative position map. The chi-squared test yielded a result of 1027.65. The “Marketing” dimension shows a closer relationship with the “video” and “image” format resources. The “ESG” and “Institutional” content type shows an association with the “Image” and “Text” formats. The “Commercial” dimension, based on the characteristics of the categorisation, shows a relationship with the “Link” format as ideal points of association, considering the frequency and engagement analysed.

Correspondence analysis (dimensions and formats).

Nowadays, sports organisations and athletes use social media for communication purposes, brand positioning, visibility (Maderer et al., 2018 ; Winand et al., 2019 ; Zakerian et al., 2022 ) and even for potential business (Parganas and Anagnostopoulos, 2015 ), dedicating effort and resources. Previous studies reinforce the need to categorise the message delivered to understand this phenomenon according to the objective (Filo et al., 2015 ) and content analysis for effect (Meng et al., 2015 ). However, its optimal use still leaves many questions. The complexity of the market is evolving towards the need to understand the fan as a premise in a sector characterised by its high emotional charge. In the past, strategies focused on attracting and retaining fans. However, the current trend shows increased relevance in generating engagement (Oviedo et al., 2014 ) to generate links with fans. The sports industry, especially in the digital environment, is in an era where the goal is not just getting new followers and post social media content but interact and engage “to know the users better”.

First, this study provides evidence of relevant frequency-engagement relationships according to the dimensions of the study, depending on the type of social media used (Facebook, Twitter and Instagram). Regarding the dimensions of the content published, the posts related to “Marketing” and “Sport” are the most frequent due to the natural and traditional use of these tools as communicative, brand positioning and informative elements (Lee and Kahle, 2016 ; Rehman et al., 2022 ; Winand et al., 2019 ). This is attributable to the need for clubs to generate emotional content (such as videos or images of past iconic matches or campaigns involving athletes), on the one hand, and to broadcast messages alluding to sporting performance and results. Nevertheless, the findings show different engagement impacts not directly linked to the frequency of the posts but influenced by other elements, such as the social media platform, the dimension of the content and the format. The evidence shows there are specific content dimensions that statistically generate more engagement in each platform.

On Facebook, the most traditional platform football clubs use provides a more balanced frequency-engagement ratio, with a strong engagement with “commercial” content. This platform was one of the social media platforms that started monetising in other industries, characterised for its high brand impact, where the know-how and the platform interphase are more friendly to focus on this type of posts (and in some cases, to launch joint posts with brands). Even with the positive engagement impact of this platform, it is observed that efforts of this nature in the digital sphere are scarce in comparison to the rest, making this a relevant aspect in the spectrum of growth and an opportunity to explore, especially with the new assets that are appearing in the market and the growth of e-commerce.

On Twitter, on the other hand, the dimension that works best for engaging in “Institutional” is linked to “Sports”, “Marketing” and “Commercial” content, but not with “ESG”. However, the “ESG” linked with “Commercial” dimensions statically gets significantly more impact on this platform. The “ESG” dimension is emerging as this platform is used for promoting socio-political activities and promoting more altruistic purposes as previous authors as López-Carril and Anagnostopoulos ( 2020 ), and Sharpe et al. ( 2020 ) noted. This strategy shows a possible intention to use social media not only for marketing (communication) or sporting purposes but also as an element with socio-political aspects. The nature of Twitter as a microblogging site with the highest number of posts with the lower means of engagement, is more attractive for the audience looking for quick and summarised information because of its ability to increase the visibility and awareness of fans (Abeza et al., 2017 ). Sports managers can focus on this type of message for a potential higher engagement on Twitter.

In contrast, on Instagram, the focus is on “Marketing” content. This platform shows the lowest number of post frequency, with a high engagement means, attributable to the platform’s audio–visual formats and more interactive content, ratifying its growing popularity among users. As a fast-growing platform, there is a major link with “Sports”, “Institutional” and “Commercial” dimensions, which makes it an ideal platform for emotional content, easy to connect with brands, athletes, and sports properties, counting with a larger and more varied audience looking mainly, as the evidence suggests, for entertainment and club’s closeness perception. Therefore, like Anagnostopoulos et al. ( 2018 ), we recommend sports managers use Instagram for marketing purposes, considering the context as a relevant factor.

Finally, this study reveals the post format’s relevance as another key element. In this sense, on Facebook, the highest engagement values are generated by “Image” and “Text/Image” formats, as on Instagram and Twitter; however, in each social media platform, the frequencies generated by these records are different. In any case, the power of the image as valuable content in marketing stands out, as it has also been highlighted in previous studies (e.g., Anagnostopoulos et al., 2018 ; Doyle et al., 2022 ; Machado et al., 2020 ). Nevertheless, the results obtained regarding the engagement triggered by video format posts on Facebook, Twitter and Instagram are not as conclusive, as other studies have pointed out (e.g., Su et al., 2020 ). Probably because these social media are not focused on that format as other social media such as TikTok or YouTube may be. Regardless, based on the results obtained, it is necessary for sports managers and academics to continue to explore and make the appropriate combinations of the dimensions of content type categorised in this study, the publication format, as well as the social media used to channel them.

Theoretical implications

Built upon the framework of relationship marketing, this study brings theoretical value to the realms of sports marketing, sports management, and fan engagement, spanning across four distinct lines of action.

Firstly, the research introduces a novel theoretical approach to social media strategies by employing a 5-dimensional content categorisation system aligned with the strategic pillars of football organisations. Previous studies have predominantly approached the role of social media in sports reactively, primarily focusing on communication and branding aspects. In contrast, this study contributes to the literature by adopting a strategic perspective towards social media, establishing a linkage between the study dimensions and football club strategies. This foundation paves the way for future research to delve deeper into each proposed dimension, potentially identifying sub-groups and exploring them in greater detail. The proposed dimensions serve to systematically organise the primary facets of football organisations for digital context analysis, a realm of increasing importance within the sports industry. As such, this work marks a pioneering step towards a novel approach in this area of study.

Secondly, this study establishes a fresh frequency-engagement approach for social network management, dispelling the notion that post frequency directly correlates with generated engagement. In doing so, this work highlights additional pivotal factors beyond post frequency that influence engagement among users of football-related social media. This perspective is aligned with the ethos of Web 2.0, underscoring the significance of engaging and connecting with fans.

Thirdly, from a theoretical perspective, this study introduces an innovative analytical proposition focusing on prominent international football clubs. This innovation is realised through the calculation and translation of engagement ratios, facilitating cross-entity comparisons independent of geographical location and follower count. The instrument developed and applied in this study acts as a tool to identify valuable digital practices within the industry.

Finally, this study stands out by conducting simultaneous analyses of posts across three prominent social media platforms (Facebook, Twitter, and Instagram), adopting a distinctive multi-platform approach that is seldom observed in comparable studies which often focus on a single social media platform. Gaining insights into the effects of cross-platform and cross-format postings can empower sports managers to make strategic decisions with a comprehensive perspective.

Practical implications

This study introduces a novel practical tool designed for the computation of fan engagement across the Facebook, Twitter, and Instagram accounts of football clubs globally. Consequently, sports managers can employ this instrument to gain a more realistic comprehension of the performance of social media accounts belonging to clubs. Furthermore, the developed tool facilitates the assessment of fan engagement in relation to the content type being published. This capability can aid sports managers in fortifying the bond between clubs and their followers by generating heightened value through strategic social media initiatives.

It is important to note that sports managers should consider both internal factors (club tradition, organisational culture) and external factors (competition, fan behaviour, sports results) within the context of clubs. This consideration is essential for developing and planning optimal digital strategies and for generating the best possible engagement with the audience. This research furnishes empirical evidence for understanding, in a practical and actionable manner, the pivotal components of a social media post. This understanding permits the visualisation of optimal combinations of these elements, thereby increasing the likelihood of sports managers guiding the club toward success and fostering substantial user engagement. Therefore, football team managers can apply the findings of this study to plan, monitor, and evaluate the club’s social media content for increased engagement and “closeness” with digital fans. They can combine various formats based on individual post requirements to achieve the desired results. Additionally, football team managers can analyse club identity and overall strategies more practically and coherently, facilitating the planning and execution of more effective commercial, brand positioning, institutional, and other relevant digital goals, with engagement serving as a key metric.

Conclusions

Social media plays a key role in today’s sports management, especially in football clubs, due to its global reach and ability to interact and connect with fans in an industry of great popularity, emotional charge, and economic, political and social impact. This exploratory research grounded in relationship marketing theory provided a comparison of the engagement generated by elite football clubs under a unique categorisation proposal, derived and adapted from existing literature, which addresses dimensions linked to strategic areas of football organisations and takes into consideration key elements such as frequency and format combinations used to analyse the efficiency of posts on Facebook, Twitter and Instagram.

Based on the results obtained, three lines of action stand out. First, concerning the type of content of the post, the “Marketing” and “Sports” dimensions are the preferred categories for football clubs in terms of post frequency. Regarding the engagement rates, on Facebook, the “Commercial” dimension shows an opportunity for growth and development due to the good engagement impact and due to the technological boom and the emergence of new digital assets. On Twitter, the emerging “ESG” linked to “Commercial” perspective and the “Institutional” dimension gets a significant impact on Twitter. On Instagram, the “Marketing” dimension linked to “Sports”, “Institutional” and “Commercial”, makes this platform ideal for emotional and marketing purposes. Second, concerning social media sources, this study provides evidence that Instagram is the social media that generates the most engagement using the lowest frequency of posts, followed by Facebook and Twitter. There is no direct evidence that links the post’s frequency with the engagement generated. Finally, concerning the type of format of the post, the combination of formats that generates the most engagement in all cases is “Image”, “Text/Image”, and “Text/Video”.

In short, this research stimulates a practical reflection for professionals and academics on the exploration, analysis, and evaluation of the management of social media in football clubs, using the observation method and content analysis techniques, applying elements of reliability and scientific rigour. The results obtained in this study offer practical and managerial implications in sports management, fan engagement, digital marketing, and social media, among others, through a proposal for categorisation and unique variables, taking engagement and its influence within the context of analysis as the axis.

The above conclusions should be taken into consideration viewing a series of limitations of the study. Firstly, the sample is limited to one sport (football) and not a large number of football clubs from different regions of the world. Secondly, despite the high number of posts analysed, these are located over a short period of time, and it may be relevant to analyse the engagement of posts at different times of the season, as these can influence the type of content and the engagement of fans with the posts. Thirdly, the study is limited to analysing engagement on Facebook, Twitter and Instagram, leaving aside the analysis of the possibilities that other booming social media, such as TikTok or Twitch, are having in the field of marketing. Nevertheless, these limitations can be a starting point for future research lines including, among others: (a) to assess the application and feasibility of the technique for measuring social media engagement included in this work in other football organisations (e.g. leagues) or social media platforms (e.g., TikTok, Twitch); (b) to incorporate new variables of study (e.g., size of the social mass of sports clubs, financial budget, trophies won); (c) to conduct the study considering different phases of the sports season (e.g.; preseason, season, playoffs; postseason); (d) to analyse fan engagement relation of geographical regions to understand the digital user’s behaviours; (e) to conduct the study adding engagement prediction models in social media; and (f) to incorporate this model on an AI language to suggest and predict digital user engagement in a simulated context.

Data availability

The datasets generated and analysed during the current study are available from the corresponding author on reasonable request.

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Acknowledgements

The authors would like to acknowledge the experts who contributed their excellent technical knowledge and valuable inputs to the development of this work and the Fanpage Karma platform for providing the software licence to support this research. Edgar Romero-Jara would like to acknowledge the funding support of the pre-doctoral scholarship “National Academic Excellence Scholarship Programme Carlos Antonio López (BECAL)”, granted by the Government of Paraguay. Samuel López-Carril would like to acknowledge the funding support of the postdoctoral contract “Juan de la Cierva-formación 2021” (FJC2021-0477779-I), granted by the Spanish Ministry of Science and Innovation and by the European Union through the NextGenerationEU Funds (Plan de Recuperación, Transformación y Resilencia).

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ER-J (corresponding author) and FS: conception and design of the work. ER-J and JM: analysis and methodology. ER-J and SL-C: literature review, interpretation of data, drafting of the work. FS: supervised this work. All authors made substantial contributions, discussed the results, revised critically for important intellectual content, and approved the final version of the work.

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Romero-Jara, E., Solanellas, F., Muñoz, J. et al. Connecting with fans in the digital age: an exploratory and comparative analysis of social media management in top football clubs. Humanit Soc Sci Commun 10 , 858 (2023). https://doi.org/10.1057/s41599-023-02357-8

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