sample research study definition

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• What is a sample in research: Definition, examples & tips

Researchers can conduct studies on large populations. It is highly unusual for researchers to be able to get information from every member of a group of individuals they are studying. If you are researching a large population, you can pick a sample . 

The population that will participate in the study is the sample. Using samples, researchers may perform their experiments more quickly and with more manageable data. This article will explain the definition of a sample in research, what a sample is in statistics with examples, how researchers choose a sample, and how to determine the correct sample size for your research with all details.

• What is a sample?

A sample is a condensed, controllable representation of a larger group . It is a subgroup of people with traits from a wider population . When the population size is too large for the test to include all potential participants or observations, samples are utilized in statistical testing. 

The definition of a sample

To put it simply:  a sample is a more manageable and compact version of a bigger group. A sampler population possesses the traits of a bigger group. A sample is utilized in statistical analysis when the population size is too big to include all individuals or observations in the test.

A sample is an analytical subset of a larger population in statistics . The sample should be representative of the population as a whole and should not show bias toward any particular characteristic. The researcher gains knowledge from the sample that can be applied to the entire population.  

• How do researchers choose a sample?

Sampling is an essential component of the research design as it gathers information that can be used in a research study. Probability sampling and non probability sampling are the essential methodologies that define sampling techniques. 

Sampling methodologies

Probability sampling

Probability sampling is a sampling technique that entails randomly picking a sample or a section of the population. It is also known as random sampling . When procedures are established to guarantee that each unit within a population has an equal probability of being picked , this is known as random selection.  Here are 4 types of probability sampling designs that are frequently used. 

1 - Simple random sampling

Simple random sampling takes a random selection from the whole population with an equal probability of selection for each unit. The most typical method of choosing a random sample is the one. 

Consider creating a list of every person in the population and giving them a number. Using a random number table, random number table, or random number generator, you choose samples at random from this population. 

2 - Stratified sampling

Stratified sampling randomly chooses a sample from one or more strata or population subgroups . Each group is distinguished from the others based on a shared trait, such as age, gender, color, and religion. 

By doing this, you can ensure that your sample population sufficiently represents each subgroup of a particular community. For example, if you divide a student population by university majors, Architecture, Linguistics, and Teaching departments, students are three different tiers within that population. 

3 - Cluster sampling

The cluster sampling method divides the population into clusters , which are smaller groupings. Then, you choose a sample of people at random from these clusters. Large or geographically distributed populations are frequently studied using cluster sampling. 

For example, you may divide all cities into neighborhoods or clusters and then choose the areas with the most significant population while filtering by mobile device users to see how well your goods perform across a city.

4 - Systematic sampling

When using systematic sampling , units are chosen at regular intervals beginning at a random point , drawing a random sample from the target population. Every member of the population is assigned a number in systematic sampling ,  but rather than being a random selection procedure, people are picked out at predetermined intervals. 

For example, while 1000 vaccine volunteers are selected from a list of 5000 applicants, each applicant is given a number from 1 to 5000. A sample of 1000 volunteers can then be obtained by starting at 1 and selecting each participant on 10 to an item scale.

Nonprobability sampling

When the number of units in the population is either unknown or difficult to identify individuals , nonprobability sampling approaches are utilized in quantitative and qualitative research. Additionally, it is employed when you wish to limit the results’ applicability to a particular group or organization rather than the broader populace. 

Besides the advantages of non-probability sampling, the most significant disadvantage is the possibility of sampling bias. As the sample selection process unfairly favors some population members over others. Here are some types of nonprobability sampling:

1. Convenience sampling

Convenience sampling comprises those who are easiest to research by the researcher. Researchers selected these samples only because they are simple to compile , and they did not think to choose a sample representative of the total population. 

For example, researchers conducted a shopping mall response survey to understand a product manufacturer's likelihood of customers using the products. In this sampling method, sample participants are selected based on their proximity to the survey table and their willingness to participate in the research.  

2. Snowball sampling

Snowball sampling is used to recruit participants through other participants if the population is difficult to reach. As you interact with additional individuals, your network of contacts "snowballs" in size.

For example, you are looking into local homeless people's experiences. Since there is no list of every homeless person in the city, probability sampling is not an option. One of the persons you meet agrees to participate in the research, and the homeless person refers you to other local homeless people he knows.

3. Purposive sampling

Purposive sampling is frequently employed in qualitative research when the researcher prefers to learn in-depth information about a particular phenomenon versus drawing general conclusions from statistics or when the population is relatively tiny and focused.

For instance, a researcher wants to learn more about how people with persistent headaches live. In such instances, they can choose a sample of people diagnosed with persistent headaches using purposive sampling. 

• How to determine the right sample size

The sample size is crucial for reliable, statistically meaningful results and a smooth research operation. You should learn the fundamentals of the statistics involved to select the appropriate sample size , considering a few distinct elements that may affect your study.

1. Population size

The population size is the total number of individuals that can be included in the study. To determine the appropriate population size, you should be clear about who belongs or doesn’t belong in your group. 

2. The margin of error (confidence interval)

Errors are inevitable in research studies. The margin of error is represented by a percentage, which is a statistical inference about the confidence that the number of respondents accurately represents the opinions of the whole population.  

3. Confidence level

The confidence level value measures your degree of certainty on how closely a sample reflects the total population within your chosen margin of error. The most prevalent are the 90%, 95%, and 99% confidence intervals.

4. Standard deviation

The standard deviation indicates how much variation you can expect in your responses. A safe value to use as a guide is 0.5 , which denotes that significant sample size is required.

Sample size formula

You may select the appropriate sample size by considering various factors affecting your study. You may compute the sample using an online calculator or read on to learn how to do it by hand.

1. Discover the Z-score

The Z-score displays how far a certain ratio deviates from the mean by standard deviation. You should translate your degree of confidence into a Z-score.

For the most typical confidence levels, the Z-scores are as follows:

• 90% Z-score = 1.645
• 95% Z-score = 1.96
• 99% Z-score = 2.576

2. Apply the formula for the sample size

Use the following formula to perform the calculation manually. 

• N = population size
•  e = Margin of error 
•  z = z-score
•  p = standard of deviation

For example, you select a 95% confidence level. Let the population size be 1000, and the margin of level be 5. Based on these data, your sample size would be 370.

• Frequently asked questions about sample

A sample is a particular group from which you will gather data. You should employ a sample when your population is sizable , spread geographically , or challenging . The population, sample, and sample frame are different from each other. Here are the frequently asked questions about the sample.

Population vs. sample

Sample and population are closely related concepts, so they can often be confused. We will explain the differences between them so that you can distinguish between the sample and population. 

Population refers to the entire group of individuals about which you want to draw conclusions. On the other hand, sample refers to the group of people you will collect data from.

A sample is more manageable, minor, and representative of a bigger group. The sample size is always less than the total population size. When a population is too vast for all the members or observations to be included in the test, a sample is employed in statistical analysis.

Sample vs. sample frame

A sample is a group of participants chosen from a broader population of interest; it is an essential component of the research. On the other hand, sample frames are crucial for  researchers to maintain organization and guarantee that the most recent data for a population is being used. Here are the differences between sample and sample frame: 

The sample is a smaller group of people or units chosen from a larger population for a survey or research project. In contrast, a sample frame is an exhaustive enumeration of all the elements or people that comprise the population from which the sample is taken. 

The sample is a subset of the population's elements chosen for research, whereas the sample frame is a comprehensive list or inventory of all population items.

• Key points to takeaway

In conclusion, a sample is a group or subset of persons or things chosen from a broader population to study or assess particular traits or behaviors. To guarantee that every member of the population has an equal chance of being chosen, the sample should be representative of the people from which it is collected or selected using a random sampling procedure. 

Selecting the appropriate sample technique based on the research topic , budget , and available resources . Additionally, the accuracy and generalizability of the results are greatly influenced by the sample size. 

This article has explained what a sample is in research methodology, what sample is in research examples, and how to determine the correct sample size. You can learn more about the research by reading this article.

Sena is a content writer at forms.app. She likes to read and write articles on different topics. Sena also likes to learn about different cultures and travel. She likes to study and learn different languages. Her specialty is linguistics, surveys, survey questions, and sampling methods.

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Sample: Definition, Types, Formula & Examples

How often do researchers look for the right survey respondents, either for a market research study or an existing survey in the field? The sample or the respondents of this research may be selected from a set of customers or users that are known or unknown.

You may often know your typical respondent profile but don’t have access to the respondents to complete your research study. At such times, researchers and research teams reach out to specialized organizations to access their panel of respondents or buy respondents from them to complete research studies and surveys.

These could be general population respondents that match demographic criteria or respondents based on specific criteria. Such respondents are imperative to the success of research studies.

This article discusses in detail the different types of samples, sampling methods, and examples of each. It also mentions the steps to calculate the size, the details of an online sample, and the advantages of using them.

Content Index

• What is a sample?

Probability sampling methodologies with examples

Non-probability sampling methodologies with examples.

• How to determine a sample size
• Calculating sample size
• Sampling advantages

What is a Sample?

A sample is a smaller set of data that a researcher chooses or selects from a larger population using a pre-defined selection bias method. These elements are known as sample points, sampling units, or observations.

Creating a sample is an efficient method of conducting research . Researching the whole population is often impossible, costly, and time-consuming. Hence, examining the sample provides insights the researcher can apply to the entire population.

For example, if a cell phone manufacturer wants to conduct a feature research study among students in US Universities. An in-depth research study must be conducted if the researcher is looking for features that the students use, features they would like to see, and the price they are willing to pay.

This step is imperative to understand the features that need development, the features that require an upgrade, the device’s pricing, and the go-to-market strategy.

In 2016/17 alone, there were 24.7 million students enrolled in universities across the US. It is impossible to research all these students; the time spent would make the new device redundant, and the money spent on development would render the study useless.

Creating a sample of universities by geographical location and further creating a sample of these students from these universities provides a large enough number of students for research.

Typically, the population for market research is enormous. Making an enumeration of the whole population is practically impossible. The sample usually represents a manageable size of this population. Researchers then collect data from these samples through surveys, polls, and questionnaires and extrapolate this data analysis to the broader community.

LEARN ABOUT: Survey Sampling

Types of Samples: Selection methodologies with examples

The process of deriving a sample is called a sampling method. Sampling forms an integral part of the research design as this method derives the quantitative and qualitative data that can be collected as part of a research study. Sampling methods are characterized into two distinct approaches: probability sampling and non-probability sampling.

Probability sampling is a method of deriving a sample where the objects are selected from a population-based on probability theory. This method includes everyone in the population, and everyone has an equal chance of being selected. Hence, there is no bias whatsoever in this type of sample.

Each person in the population can subsequently be a part of the research. The selection criteria are decided at the outset of the market research study and form an important component of research.

LEARN ABOUT:   Action Research

Probability sampling can be further classified into four distinct types of samples. They are:

• Simple random sampling: The most straightforward way of selecting a sample is simple random sampling . In this method, each member has an equal chance of participating in the study. The objects in this sample population are chosen randomly, and each member has the same probability of being selected. For example, if a university dean would like to collect feedback from students about their perception of the teachers and level of education, all 1000 students in the University could be a part of this sample. Any 100 students can be selected randomly to be a part of this sample.
• Cluster sampling: Cluster sampling is a type of sampling method where the respondent population is divided into equal clusters. Clusters are identified and included in a sample based on defining demographic parameters such as age, location, sex, etc. This makes it extremely easy for a survey creator to derive practical inferences from the feedback. For example, if the FDA wants to collect data about adverse side effects from drugs, they can divide the mainland US into distinctive cluster analysis , like states. Research studies are then administered to respondents in these clusters. This type of generating a sample makes the data collection in-depth and provides easy-to-consume and act-upon, insights.
• Systematic sampling: Systematic sampling is a sampling method where the researcher chooses respondents at equal intervals from a population. The approach to selecting the sample is to pick a starting point and then pick respondents at a pre-defined sample interval. For example, while selecting 1,000 volunteers for the Olympics from an application list of 10,000 people, each applicant is given a count of 1 to 10,000. Then starting from 1 and selecting each respondent with an interval of 10, a sample of 1,000 volunteers can be obtained.
• Stratified random sampling: Stratified random sampling is a method of dividing the respondent population into distinctive but pre-defined parameters in the research design phase. In this method, the respondents don’t overlap but collectively represent the whole population. For example, a researcher looking to analyze people from different socioeconomic backgrounds can distinguish respondents by their annual salaries. This forms smaller groups of people or samples, and then some objects from these samples can be used for the research study.

LEARN ABOUT: Purposive Sampling

The non-probability sampling method uses the researcher’s discretion to select a sample. This type of sample is derived mostly from the researcher’s or statistician’s ability to get to this sample.

This type of sampling is used for preliminary research where the primary objective is to derive a hypothesis about the topic in research. Here each member does not have an equal chance of being a part of the sample population, and those parameters are known only post-selection to the sample.

We can classify non-probability sampling into four distinct types of samples. They are:

• Convenience sampling: Convenience sampling , in easy terms, stands for the convenience of a researcher accessing a respondent. There is no scientific method for deriving this sample. Researchers have nearly no authority over selecting the sample elements, and it’s purely done based on proximity and not representativeness.

This non-probability sampling method is used when there is time and costs limitations in collecting feedback. For example, researchers that are conducting a mall-intercept survey to understand the probability of using a fragrance from a perfume manufacturer. In this sampling method, the sample respondents are chosen based on their proximity to the survey desk and willingness to participate in the research.

• Judgemental/purposive sampling: The judgemental or purposive sampling method is a method of developing a sample purely on the basis and discretion of the researcher purely, based on the nature of the study along with his/her understanding of the target audience. This sampling method selects people who only fit the research criteria and end objectives, and the remaining are kept out.

For example, if the research topic is understanding what University a student prefers for Masters, if the question asked is “Would you like to do your Masters?” anything other than a response, “Yes” to this question, everyone else is excluded from this study.

• Snowball sampling: Snowball sampling or chain-referral sampling is defined as a non-probability sampling technique in which the samples have rare traits. This is a sampling technique in which existing subjects provide referrals to recruit samples required for a research study.

For example, while collecting feedback about a sensitive topic like AIDS, respondents aren’t forthcoming with information. In this case, the researcher can recruit people with an understanding or knowledge of such people and collect information from them or ask them to collect information.

• Quota sampling: Quota sampling is a method of collecting a sample where the researcher has the liberty to select a sample based on their strata. The primary characteristic of this method is that two people cannot exist under two different conditions. For example, when a shoe manufacturer would like to understand millennials’ perception of the brand with other parameters like comfort, pricing, etc. It selects only females who are millennials for this study as the research objective is to collect feedback about women’s shoes.

How to determine a Sample Size

As we have learned above, the right sample size determination is essential for the success of data collection in a market research study. But is there a correct number for the sample size? What parameters decide the sample size? What are the distribution methods of the survey?

To understand all of this and make an informed calculation of the right sample size, it is first essential to understand four important variables that form the basic characteristics of a sample. They are:

• Population size: The population size is all the people that can be considered for the research study. This number, in most cases, runs into huge amounts. For example, the population of the United States is 327 million. But in market research, it is impossible to consider all of them for the research study.
• The margin of error (confidence interval): The margin of error is depicted by a percentage that is a statistical inference about the confidence of what number of the population depicts the actual views of the whole population. This percentage helps towards the statistical analysis in selecting a sample and how much sampling error in this would be acceptable.

LEARN ABOUT: Research Process Steps

• Confidence level: This metric measures where the actual mean falls within a confidence interval. The most common confidence intervals are 90%, 95%, and 99%.
• Standard deviation: This metric covers the variance in a survey. A safe number to consider is .5, which would mean that the sample size has to be that large.

Calculating Sample Size

To calculate the sample size, you need the following parameters.

• Z-score: The Z-score value can be found   here .
• Standard deviation
• Margin of error
• Confidence level

To calculate use the sample size, use this formula:

Sample Size = (Z-score)2 * StdDev*(1-StdDev) / (margin of error)2

Consider the confidence level of 90%, standard deviation of .6 and margin of error, +/-4%

((1.64)2 x .6(.6)) / (.04)2

( 2.68x .0.36) / .0016

.9648 / .0016

603 respondents are needed and that becomes your sample size.

Try our sample size calculator to give population, margin of error calculator , and confidence level.

LEARN MORE: Population vs Sample

Sampling Advantages

As shown above, there are many advantages to sampling. Some of the most significant advantages are:

• Reduced cost & time: Since using a sample reduces the number of people that have to be reached out to, it reduces cost and time. Imagine the time saved between researching with a population of millions vs. conducting a research study using a sample.
• Reduced resource deployment: It is obvious that if the number of people involved in a research study is much lower due to the sample, the resources required are also much less. The workforce needed to research the sample is much less than the workforce needed to study the whole population .
• Accuracy of data: Since the sample indicates the population, the data collected is accurate. Also, since the respondent is willing to participate, the survey dropout rate is much lower, which increases the validity and accuracy of the data.
• Intensive & exhaustive data: Since there are lesser respondents, the data collected from a sample is intense and thorough. More time and effort are given to each respondent rather than collecting data from many people.
• Apply properties to a larger population: Since the sample is indicative of the broader population, it is safe to say that the data collected and analyzed from the sample can be applied to the larger population, which would hold true.

To collect accurate data for research, filter bad panelists, and eliminate sampling bias by applying different control measures. If you need any help arranging a sample audience for your next market research project, contact us at [email protected] . We have more than 22 million panelists across the world!

In conclusion, a sample is a subset of a population that is used to represent the characteristics of the entire population. Sampling is essential in research and data analysis to make inferences about a population based on a smaller group of individuals. There are different types of sampling, such as probability sampling, non-probability sampling, and others, each with its own advantages and disadvantages.

Choosing the right sampling method depends on the research question, budget, and resources is important. Furthermore, the sample size plays a crucial role in the accuracy and generalizability of the findings.

This article has provided a comprehensive overview of the definition, types, formula, and examples of sampling. By understanding the different types of sampling and the formulas used to calculate sample size, researchers and analysts can make more informed decisions when conducting research and data unit of analysis .

Sampling is an important tool that enables researchers to make inferences about a population based on a smaller group of individuals. With the right sampling method and sample size, researchers can ensure that their findings are accurate and generalizable to the population.

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Sampling Methods In Reseach: Types, Techniques, & Examples

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

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

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

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

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

On This Page:

Sampling methods in psychology refer to strategies used to select a subset of individuals (a sample) from a larger population, to study and draw inferences about the entire population. Common methods include random sampling, stratified sampling, cluster sampling, and convenience sampling. Proper sampling ensures representative, generalizable, and valid research results.

• Sampling : the process of selecting a representative group from the population under study.
• Target population : the total group of individuals from which the sample might be drawn.
• Sample: a subset of individuals selected from a larger population for study or investigation. Those included in the sample are termed “participants.”
• Generalizability : the ability to apply research findings from a sample to the broader target population, contingent on the sample being representative of that population.

For instance, if the advert for volunteers is published in the New York Times, this limits how much the study’s findings can be generalized to the whole population, because NYT readers may not represent the entire population in certain respects (e.g., politically, socio-economically).

The Purpose of Sampling

We are interested in learning about large groups of people with something in common in psychological research. We call the group interested in studying our “target population.”

In some types of research, the target population might be as broad as all humans. Still, in other types of research, the target population might be a smaller group, such as teenagers, preschool children, or people who misuse drugs.

Studying every person in a target population is more or less impossible. Hence, psychologists select a sample or sub-group of the population that is likely to be representative of the target population we are interested in.

This is important because we want to generalize from the sample to the target population. The more representative the sample, the more confident the researcher can be that the results can be generalized to the target population.

One of the problems that can occur when selecting a sample from a target population is sampling bias. Sampling bias refers to situations where the sample does not reflect the characteristics of the target population.

Many psychology studies have a biased sample because they have used an opportunity sample that comprises university students as their participants (e.g., Asch ).

OK, so you’ve thought up this brilliant psychological study and designed it perfectly. But who will you try it out on, and how will you select your participants?

There are various sampling methods. The one chosen will depend on a number of factors (such as time, money, etc.).

Random Sampling

Random sampling is a type of probability sampling where everyone in the entire target population has an equal chance of being selected.

This is similar to the national lottery. If the “population” is everyone who bought a lottery ticket, then everyone has an equal chance of winning the lottery (assuming they all have one ticket each).

Random samples require naming or numbering the target population and then using some raffle method to choose those to make up the sample. Random samples are the best method of selecting your sample from the population of interest.

• The advantages are that your sample should represent the target population and eliminate sampling bias.
• The disadvantage is that it is very difficult to achieve (i.e., time, effort, and money).

Stratified Sampling

During stratified sampling , the researcher identifies the different types of people that make up the target population and works out the proportions needed for the sample to be representative.

A list is made of each variable (e.g., IQ, gender, etc.) that might have an effect on the research. For example, if we are interested in the money spent on books by undergraduates, then the main subject studied may be an important variable.

For example, students studying English Literature may spend more money on books than engineering students, so if we use a large percentage of English students or engineering students, our results will not be accurate.

We have to determine the relative percentage of each group at a university, e.g., Engineering 10%, Social Sciences 15%, English 20%, Sciences 25%, Languages 10%, Law 5%, and Medicine 15%. The sample must then contain all these groups in the same proportion as the target population (university students).

• The disadvantage of stratified sampling is that gathering such a sample would be extremely time-consuming and difficult to do. This method is rarely used in Psychology.
• However, the advantage is that the sample should be highly representative of the target population, and therefore we can generalize from the results obtained.

Opportunity Sampling

Opportunity sampling is a method in which participants are chosen based on their ease of availability and proximity to the researcher, rather than using random or systematic criteria. It’s a type of convenience sampling .

An opportunity sample is obtained by asking members of the population of interest if they would participate in your research. An example would be selecting a sample of students from those coming out of the library.

• This is a quick and easy way of choosing participants (advantage)
• It may not provide a representative sample and could be biased (disadvantage).

Systematic Sampling

Systematic sampling is a method where every nth individual is selected from a list or sequence to form a sample, ensuring even and regular intervals between chosen subjects.

Participants are systematically selected (i.e., orderly/logical) from the target population, like every nth participant on a list of names.

To take a systematic sample, you list all the population members and then decide upon a sample you would like. By dividing the number of people in the population by the number of people you want in your sample, you get a number we will call n.

If you take every nth name, you will get a systematic sample of the correct size. If, for example, you wanted to sample 150 children from a school of 1,500, you would take every 10th name.

• The advantage of this method is that it should provide a representative sample.

Sample size

The sample size is a critical factor in determining the reliability and validity of a study’s findings. While increasing the sample size can enhance the generalizability of results, it’s also essential to balance practical considerations, such as resource constraints and diminishing returns from ever-larger samples.

Reliability and Validity

Reliability refers to the consistency and reproducibility of research findings across different occasions, researchers, or instruments. A small sample size may lead to inconsistent results due to increased susceptibility to random error or the influence of outliers. In contrast, a larger sample minimizes these errors, promoting more reliable results.

Validity pertains to the accuracy and truthfulness of research findings. For a study to be valid, it should accurately measure what it intends to do. A small, unrepresentative sample can compromise external validity, meaning the results don’t generalize well to the larger population. A larger sample captures more variability, ensuring that specific subgroups or anomalies don’t overly influence results.

Practical Considerations

Resource Constraints : Larger samples demand more time, money, and resources. Data collection becomes more extensive, data analysis more complex, and logistics more challenging.

Diminishing Returns : While increasing the sample size generally leads to improved accuracy and precision, there’s a point where adding more participants yields only marginal benefits. For instance, going from 50 to 500 participants might significantly boost a study’s robustness, but jumping from 10,000 to 10,500 might not offer a comparable advantage, especially considering the added costs.

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• Sampling Methods | Types, Techniques, & Examples

Sampling Methods | Types, Techniques, & Examples

Published on 3 May 2022 by Shona McCombes . Revised on 10 October 2022.

When you conduct research about a group of people, it’s rarely possible to collect data from every person in that group. Instead, you select a sample. The sample is the group of individuals who will actually participate in the research.

To draw valid conclusions from your results, you have to carefully decide how you will select a sample that is representative of the group as a whole. There are two types of sampling methods:

• Probability sampling involves random selection, allowing you to make strong statistical inferences about the whole group. It minimises the risk of selection bias .
• Non-probability sampling involves non-random selection based on convenience or other criteria, allowing you to easily collect data.

You should clearly explain how you selected your sample in the methodology section of your paper or thesis.

Table of contents

Population vs sample, probability sampling methods, non-probability sampling methods, frequently asked questions about sampling.

First, you need to understand the difference between a population and a sample , and identify the target population of your research.

• The population is the entire group that you want to draw conclusions about.
• The sample is the specific group of individuals that you will collect data from.

The population can be defined in terms of geographical location, age, income, and many other characteristics.

It is important to carefully define your target population according to the purpose and practicalities of your project.

If the population is very large, demographically mixed, and geographically dispersed, it might be difficult to gain access to a representative sample.

Sampling frame

The sampling frame is the actual list of individuals that the sample will be drawn from. Ideally, it should include the entire target population (and nobody who is not part of that population).

You are doing research on working conditions at Company X. Your population is all 1,000 employees of the company. Your sampling frame is the company’s HR database, which lists the names and contact details of every employee.

Sample size

The number of individuals you should include in your sample depends on various factors, including the size and variability of the population and your research design. There are different sample size calculators and formulas depending on what you want to achieve with statistical analysis .

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Probability sampling means that every member of the population has a chance of being selected. It is mainly used in quantitative research . If you want to produce results that are representative of the whole population, probability sampling techniques are the most valid choice.

There are four main types of probability sample.

1. Simple random sampling

In a simple random sample , every member of the population has an equal chance of being selected. Your sampling frame should include the whole population.

To conduct this type of sampling, you can use tools like random number generators or other techniques that are based entirely on chance.

You want to select a simple random sample of 100 employees of Company X. You assign a number to every employee in the company database from 1 to 1000, and use a random number generator to select 100 numbers.

2. Systematic sampling

Systematic sampling is similar to simple random sampling, but it is usually slightly easier to conduct. Every member of the population is listed with a number, but instead of randomly generating numbers, individuals are chosen at regular intervals.

All employees of the company are listed in alphabetical order. From the first 10 numbers, you randomly select a starting point: number 6. From number 6 onwards, every 10th person on the list is selected (6, 16, 26, 36, and so on), and you end up with a sample of 100 people.

If you use this technique, it is important to make sure that there is no hidden pattern in the list that might skew the sample. For example, if the HR database groups employees by team, and team members are listed in order of seniority, there is a risk that your interval might skip over people in junior roles, resulting in a sample that is skewed towards senior employees.

3. Stratified sampling

Stratified sampling involves dividing the population into subpopulations that may differ in important ways. It allows you draw more precise conclusions by ensuring that every subgroup is properly represented in the sample.

To use this sampling method, you divide the population into subgroups (called strata) based on the relevant characteristic (e.g., gender, age range, income bracket, job role).

Based on the overall proportions of the population, you calculate how many people should be sampled from each subgroup. Then you use random or systematic sampling to select a sample from each subgroup.

The company has 800 female employees and 200 male employees. You want to ensure that the sample reflects the gender balance of the company, so you sort the population into two strata based on gender. Then you use random sampling on each group, selecting 80 women and 20 men, which gives you a representative sample of 100 people.

4. Cluster sampling

Cluster sampling also involves dividing the population into subgroups, but each subgroup should have similar characteristics to the whole sample. Instead of sampling individuals from each subgroup, you randomly select entire subgroups.

If it is practically possible, you might include every individual from each sampled cluster. If the clusters themselves are large, you can also sample individuals from within each cluster using one of the techniques above. This is called multistage sampling .

This method is good for dealing with large and dispersed populations, but there is more risk of error in the sample, as there could be substantial differences between clusters. It’s difficult to guarantee that the sampled clusters are really representative of the whole population.

The company has offices in 10 cities across the country (all with roughly the same number of employees in similar roles). You don’t have the capacity to travel to every office to collect your data, so you use random sampling to select 3 offices – these are your clusters.

In a non-probability sample , individuals are selected based on non-random criteria, and not every individual has a chance of being included.

This type of sample is easier and cheaper to access, but it has a higher risk of sampling bias . That means the inferences you can make about the population are weaker than with probability samples, and your conclusions may be more limited. If you use a non-probability sample, you should still aim to make it as representative of the population as possible.

Non-probability sampling techniques are often used in exploratory and qualitative research . In these types of research, the aim is not to test a hypothesis about a broad population, but to develop an initial understanding of a small or under-researched population.

1. Convenience sampling

A convenience sample simply includes the individuals who happen to be most accessible to the researcher.

This is an easy and inexpensive way to gather initial data, but there is no way to tell if the sample is representative of the population, so it can’t produce generalisable results.

You are researching opinions about student support services in your university, so after each of your classes, you ask your fellow students to complete a survey on the topic. This is a convenient way to gather data, but as you only surveyed students taking the same classes as you at the same level, the sample is not representative of all the students at your university.

2. Voluntary response sampling

Similar to a convenience sample, a voluntary response sample is mainly based on ease of access. Instead of the researcher choosing participants and directly contacting them, people volunteer themselves (e.g., by responding to a public online survey).

Voluntary response samples are always at least somewhat biased, as some people will inherently be more likely to volunteer than others.

You send out the survey to all students at your university and many students decide to complete it. This can certainly give you some insight into the topic, but the people who responded are more likely to be those who have strong opinions about the student support services, so you can’t be sure that their opinions are representative of all students.

3. Purposive sampling

Purposive sampling , also known as judgement sampling, involves the researcher using their expertise to select a sample that is most useful to the purposes of the research.

It is often used in qualitative research , where the researcher wants to gain detailed knowledge about a specific phenomenon rather than make statistical inferences, or where the population is very small and specific. An effective purposive sample must have clear criteria and rationale for inclusion.

You want to know more about the opinions and experiences of students with a disability at your university, so you purposely select a number of students with different support needs in order to gather a varied range of data on their experiences with student services.

4. Snowball sampling

If the population is hard to access, snowball sampling can be used to recruit participants via other participants. The number of people you have access to ‘snowballs’ as you get in contact with more people.

You are researching experiences of homelessness in your city. Since there is no list of all homeless people in the city, probability sampling isn’t possible. You meet one person who agrees to participate in the research, and she puts you in contact with other homeless people she knows in the area.

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.

Samples are used to make inferences about populations . Samples are easier to collect data from because they are practical, cost-effective, convenient, and manageable.

Probability sampling means that every member of the target population has a known chance of being included in the sample.

Probability sampling methods include simple random sampling , systematic sampling , stratified sampling , and cluster sampling .

In non-probability sampling , the sample is selected based on non-random criteria, and not every member of the population has a chance of being included.

Common non-probability sampling methods include convenience sampling , voluntary response sampling, purposive sampling , snowball sampling , and quota sampling .

Sampling bias occurs when some members of a population are systematically more likely to be selected in a sample than others.

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Making statistics intuitive

Sampling Methods: Different Types in Research

By Jim Frost 3 Comments

What Are Sampling Methods?

Sampling methods are the processes by which you draw a sample from a population . When performing research, you’re typically interested in the results for an entire population. Unfortunately, they are almost always too large to study fully. Consequently, researchers use samples to draw conclusions about a population—the process of making statistical inferences.

A population is the complete set of individuals that you’re studying. A sample is the subset of the population that you actually measure, test, or evaluate and base your results. Sampling methods are how you obtain your sample.

Before beginning your study, carefully define the population because your results apply to the target population. You can define your population as narrowly as necessary to meet the needs of your study—for example, adult Swedish women who are otherwise healthy but have osteoporosis. Then choose your sampling method.

Learn more about populations and samples , inferential vs. descriptive statistics and populations and parameters .

In research and inferential statistics , sampling methods are a vital issue. How you draw your sample affects how much you can trust the results! If your sample doesn’t reflect the population, your results might not be valid. It’s a crucial part of experimental design .

In this post, learn more about sampling methods, which ones produce representative samples, and the pros and cons of each procedure.

Probability vs Non-Probability Sampling Methods

Sampling methods have the following two broad categories:

• Probability sampling : Entails random selection and typically, but not always, requires a list of the entire population.
• Non-probability sampling : Does not use random selection but some other process, such as convenience. Usually does not sample from the whole population.

Probability sampling is typically more difficult and costly to implement, but, in exchange, these processes tend to increase validity by producing representative samples. In short, you can make valid conclusions about the population.  A statistical inference is when you use a sample to learn about a population. Learn more about Making Statistical Inferences .

On the other hand, non-probability sampling methods are often easier and less expensive, but the trade-off is that the validity of your conclusions is questionable. You might not be able to trust the results. Sampling bias is more likely to occur.

Learn more about Validity in Research and Psychology: Types & Examples and Internal and External Validity .

Probability Sampling Methods

Given the benefits of using representative samples, you’ll typically want to use a probability sampling method whenever possible. Let’s go over the standard methods. They each have pros and cons. Click the links to learn more about each sampling method and see examples. Learn more about representative samples .

To use a probability method, you’ll first need to develop a sampling frame, which lists all members of your target population. Then you can use one of the following methods.

Learn more about Sampling Frames: Definition, Examples & Uses .

Simple Random Sampling (SRS)

In simple random sampling (SRS), researchers take a complete list of the population and randomly select participants from it. All population members have an equal likelihood of being selected. Out of all sampling methods, statisticians consider this one to be the gold standard for producing representative samples. It’s entirely random, leaving little room for accidentally biasing the results.

However, this sampling method has some drawbacks.

First and foremost, this method can be pretty unwieldy and require abundant resources. For one thing, it requires a list of all population members, which can be a tremendous hurdle by itself. Attempting to perform SRS with an incomplete population list causes undercoverage bias and a nonrepresentative sample.

Furthermore, while random selection is beneficial, it also ensures that the subjects are maximally dispersed, making them harder to contact.

SRS can exclude smaller but crucial subpopulations purely by chance. Additionally, this approach produces less precise estimates for subgroups and the differences between subgroups than some other probability sampling methods.

Learn more about Simple Random Sampling  and Undercoverage Bias: Definition & Examples

Systematic Sampling

Systematic sampling is similar to SRS but attempts to ease some of the difficulties for researchers. There are several versions of this method.

One form uses a complete list of the population. The researchers randomly select the first subject and then move down the list choosing every X th subject rather than using a randomized technique.

The other form does not use a complete list of the population. This sampling method is suitable for populations that are tough to document, such as the homeless, because a comprehensive list won’t exist. The essential requirement for this sampling method is knowing how to locate them. While it’s not perfect, it’s a feasible option when you can’t obtain the full list.

Suppose you want to survey theater patrons but lack a complete list. Instead, you can use systematic sampling and recruit every 20th person who exits the theater. This approach works because they leave randomly.

This sampling method has some disadvantages. The form that uses a complete list of the population can closely mirror the results of simple random sampling. However, the non-randomness increases the potential for manipulation, even if accidentally. Additionally, patterns in the list can unintentionally create a non-representative sample.

The form that doesn’t use a list has more potential problems. Namely, it increases the potential for missing subgroups and acquiring a non-representative sample. This sampling method increases the knowledge you must have about the population and their habits. Without that knowledge, you won’t be able to find subjects that reflect the whole population.

Learn more about Systematic Sampling .

Stratified Sampling

In stratified sampling, researchers divide a population into similar subpopulations (strata). Then they randomly sample from the strata.

This sampling method can guarantee the presence of small but vital subpopulations in the sample. Relative to SRS, this method can increase the precision of subgroup estimates and the differences between subgroups. In short, it helps researchers gain a better understanding of the subgroups. Dividing the whole population into smaller, more similar subsets can also reduce costs and simplify data collection.

The drawbacks are that this sampling method requires additional upfront knowledge and planning. The researchers must know enough about the subgroups to devise an effective strata scheme. Then they must have sufficient information about all population members to assign them to the correct strata.

Learn more about Stratified Sampling .

Cluster Sampling

Like stratified sampling, the cluster sampling method divides the whole population into smaller groups. However, unlike strata, each cluster mirrors the full diversity present in the population. Then the researchers randomly sample from some of these clusters.

The primary benefit of this sampling method is that it reduces the costs of studying large, geographically dispersed populations. Using this method, researchers don’t need to sample the entire geographic region but only certain areas because they know individual clusters are similar to the population. Additionally, they don’t need to develop a list of potential subjects for clusters from which they’re not sampling. These considerations can significantly reduce planning, administrative, and travel costs.

When researchers can’t create a list of the entire population, cluster sampling can be an excellent choice.

On the downside, cluster sampling increases the design complexity. Researchers must understand how well each cluster approximates the whole population. If the clusters don’t fully represent the population, results can be biased. In real-world studies, clusters tend to be naturally occurring groups that don’t mirror the population, which reduces the ability to draw valid conclusions.

Learn more about Cluster Sampling .

Non-Probability Sampling Methods

Non-probability sampling methods don’t use random selection, and they typically don’t use a complete population list. While these methods are simpler and less expensive, your results are more likely to be biased, reducing your ability to make sound conclusions.

Researchers often use non-probability sampling methods for exploratory research, pilot studies, and qualitative research . These sampling methods provide quick and rough assessments, help work kinks out of measurement instruments and procedures, and help refine the design for a more rigorous study in the future.

Below are several standard non-probability sampling methods:

• Convenience sampling : The main criteria for recruiting subjects are those who are easy to contact and willing to participate. There are no inclusion requirements. Online polls are a type of convenience sampling. Learn more about Convenience Sampling .
• Quota Sampling : Non-random selection of subjects from population subgroups that the researchers define. Learn more about Quota Sampling .
• Purposive sampling : Investigators use subject-area knowledge to handpick a sample they think will help their study. Learn more about Purposive Sampling .
• Snowball sampling : Researchers use subjects to find and recruit other subjects. This method is helpful when a population is hard to contact. When recruits help you find more recruits, and those help find even more, and so on, the total number snowballs. Learn more about Snowball Sampling .

As you can see, there are many sampling methods. Each one has benefits and disadvantages. When designing a study, evaluate the nature of your target population, your research goals, and the available time and resources to choose your sampling method. After deciding between the sampling methods, calculate your sample size using a power analysis .

Sampling in Developmental Science: Situations, Shortcomings, Solutions, and Standards (nih.gov)

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Reader Interactions

July 24, 2024 at 8:56 am

Hello Mr. Frost,

I would like to know whether people with mild Parkinson’s Disease symptoms are less likely to have kidney stones. Do PwP (People with Parkinson’s) have significantly less incidences of kidney stones than in the general population (~ 10%). So far, I have asked 12 people I know who has been diagnosed with Parkinson’s and 0% had kidney stones. I would like to increase my sampling size by randomly sampling members of a forum for PwP I belong to. Should I get a list of all forum subscribers and randomly select around 40 forum members to pose the question, “If you have been officially diagnosed with Parkinson’s, have also had a kidney stone?”. What would you suggest? I had posed the question in the forum before, but only PwP folks that had a Kidney stone responded.

Thanks, Mike

May 17, 2022 at 12:38 am

I think stratified sampling will work __ mke two groups as stratas _ then use SRS to obtain a complete sample .

May 15, 2022 at 7:37 pm

hi.what sampling technique will i use if my respondents are 1st yr college students awardees vs non awardees of different courses?

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What Is a Sample?

Understanding samples, special considerations, sampling methods, types of sampling, examples of samples, the bottom line.

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Sample: What It Means in Statistics, Types, and Examples

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The term sample refers to a smaller, manageable version of a larger group. It is a subset containing the characteristics of a larger  population . Samples are used in statistical testing when population sizes are too large to include all possible members or observations. A sample should represent the population as a whole and not reflect any bias toward a specific attribute.

There are several  sampling  techniques used by researchers and statisticians, each with benefits and drawbacks. The issue of sampling has taken mainstream attention with the advent of artificial intelligence and the data it is trained on. Now, the debate is intense around whether the sampling made in the data chosed to train AI is not biased towards some segments of the population, some actors, some information, some ideas, some regions, and so on.

Key Takeaways

• A sample is used in statistics as an analytic subset of a larger population.
• Using samples allows researchers to conduct timely their studies with more manageable data.
• Randomly drawn samples do not have much bias if they are large enough, but achieving such a sample may be expensive and time-consuming.
• In simple random sampling, every entity in the population is identical, while stratified random sampling divides the overall population into smaller groups. 

A population is the total number of observations (i.e., individuals, animals, items, data, etc.) contained in a given group or context. A sample is a portion, part, or fraction of the whole group, and acts as a subset of that population. Samples are used in a variety of settings where research is conducted. Scientists, marketers , government agencies, economists, and research groups are among those who use samples for their studies and measurements.

Using whole populations for research comes with challenges. Researchers may have problems gaining access to entire populations. And, because of the nature of some studies, researchers may have difficulties getting the results they need in a timely fashion. This is why samples are used. Using a smaller group to represent the entire population can still produce valid results while reducing time and resources.

Samples must resemble the broader population to make accurate inferences or predictions. All the participants in the sample should share the same characteristics and qualities. So, if the study is about male college freshmen, the sample should be a small percentage of males that fit this description. Similarly, if a research group conducts a study on the sleep patterns of single women over 50, the sample should only include women within this demographic .

Consider a team of academic researchers who want to know how many students studied for less than 40 hours for the CFA exam and still passed. Since more than 200,000 people take the exam globally each year, reaching out to every exam participant would burn time and resources.

In fact, by the time the data from the population is collected and analyzed, a couple of years would have passed, making the analysis worthless since a new population would have emerged. What the researchers can do instead is take a representative population and get data from this sample.

To achieve an unbiased sample, the selection has to be random so everyone from the population has an equal and likely chance of being added to the sample group. This is similar to a lottery draw and is the basis for simple random sampling .

A sample is an unbiased number of observations taken from a population. For an unbiased sample, the selection must be random so that everyone in the population has an equal chance of being added to the group.

Sampling methods refer to the way samples are chosen from the general population. Researchers can use one of two sampling methods to conduct their studies:

• Probability Sampling: There is no deliberate choice in probability sampling. That's why it's also referred to as random sampling. Because there is no bias involved, probability sampling can be time-consuming and, at times, costly.
• Non-Probability Sampling: Researchers who use this sampling method deliberately choose their samples. This makes it a non-random sampling method. Since it isn't random, only a certain portion of the population has a chance to participate in the study. Samples are chosen based on certain factors, including location or convenience.

Now that you know the methods of sampling, it's important to understand the different types of sampling that statisticians and researchers can use. We've highlighted just a few kinds of sampling below.

Simple Random Sampling

Simple random sampling is ideal if every entity in the population is identical. If the researchers don’t care whether their sample subjects are all male or all female or a combination of both sexes in some form, simple random sampling may be a good selection technique.

Let's say 200,000 test-takers sat for the CFA exam in 2021, out of which 40% were women and 60% were men. The random sample drawn from the population should, therefore, have 400 women and 600 men for a total of 1,000 test-takers.

Systematic Sampling

Systematic sampling is a form of probability sampling. Similar to simple random sampling, it involves choosing random samples within a fixed periodic interval. Researchers calculate the interval by dividing the total population by the required sample size.

Unlike simple random sampling, systematic sampling is more efficient when it comes to time and cost. There is also a lower risk of data being manipulated.

This type of sampling is best used when:

• There is some order in the population
• When the population is large and known, especially when time and resources are limited
• When the sample is evenly spread across the population

Stratified Random Sampling

But what about cases where knowing the ratio of men to women who passed a test after studying for less than 40 hours is important? Here, a stratified random sample would be preferable to a simple random sample.

This type of sampling, also referred to as proportional random sampling or quota random sampling, divides the overall population into smaller groups. These are known as strata. People within the strata share similar characteristics.

What if age was an important factor that researchers wanted to include in their data? Using the stratified random sampling technique, they could create layers or strata for each age group. The selection would have to be random so everyone in the bracket has a likely chance of being included.

For example, two participants, Alex and David, are 22 and 24 years old, respectively. The sample selection cannot pick one over the other based on some preferential mechanism. They both should have an equal chance of being selected from their age group. The strata could look something like this:

From the table, the population has been divided into age groups. For example, 30,000 people within the age range of 20 to 24 years old took the CFA exam in 2021. Using this same proportion, the sample group will have (30,000 ÷ 200,000) × 1,000 = 150 test-takers that fall within this group. Alex or David—or both or neither—may be included among the 150 random exam participants of the sample.

There are many more strata that could be compiled when deciding on a sample size. Some researchers might populate the job functions, countries, marital status, etc., of the test-takers when deciding how to create the sample.

Cluster Sampling

Cluster sampling is a form of random sampling. Clusters are defined as different subsets of the larger population. Individual samples within the cluster have similar characteristics. Cluster sampling is commonly used when there are large populations that are spread out, making it expensive and time-consuming to study each subject.

There are a few steps to cluster sampling:

• Understand and identify the population that is being studied.
• Create the cluster. This means dividing the entire population into groups and choosing random samples from those groups to study.
• Select the sample from the clusters.
• Researchers conduct their study by interviewing the samples. Once this is done, data is collected and analyzed.

As noted above, cluster sampling can save time and money. But, there are certain disadvantages to using this type of sampling. For instance, researchers may be biased when they choose their clusters and samples. As such, the samples may not accurately represent the population at large.

In 2022, the population of the world was nearly 7.95 billion, out of which 49.7% were female and 50% were male. The total number of people in any given country can also be a population size. The total number of students in a city can be taken as a population, and the total number of dogs in a city is also a population size. Samples can be taken from these populations for research purposes.

Following our CFA exam example, the researchers could take a sample of 1,000 CFA participants from the total 200,000 test-takers—the population—and run the required data on this number. The mean of this sample would be taken to estimate the average of CFA exam takers who passed even though they only studied for less than 40 hours.

The sample group taken should not be biased. This means that if the sample mean of the 1,000 CFA exam participants is 50, the population mean of the 200,000 test takers should also be approximately 50.

Why Do Analysts Use Samples Instead of Measuring the Population?

Often, a population is too large or extensive in order to measure every member and measuring each member would be expensive and time-consuming. A sample allows for inferences to be made about the population using statistical methods.

What Is a Simple Random Sample?

This sampling method uses respondents or data points that are randomly selected from the larger population. With a large enough sample size, a random sample removes bias.

Why Do Random Samples Allow for Inference?

The laws of statistics imply that accurate measurements and assessments can be made about a population by using a sample. Analysis of variance (ANOVA) , linear regression , and more advanced modeling techniques are valid because of the law of large numbers and the central limit theorem .

How Large of a Sample Do You Need?

This will depend on the size of the population and the type of analysis you'd like to do (e.g., what confidence intervals you are using). Power analysis is a technique for mathematically evaluating the smallest sample size needed based on your needs. Another rule of thumb is that your sample should be large enough, but no more than 10% as large as the population.

Sampling can help us understand the nuances of large populations. It is a cost-effective way for researchers to study them while saving time. Because it can be difficult to study large groups, marketers, scientists, governments, and other researchers use smaller subsets—known as samples—to analyze and make important decisions.

Sage Publishing. " Introduction to Statistics, Chapter 1 ," Pages 4-5.

CFA Institute. " 1963 - 2022 Candidate Examination Results ."

Virginia Tech Library. " Significant Statistics: 1.5 Sampling Techniques and Ethics ."

The World Bank Group. " Population, Female (% of Total Population) ."

The World Bank Group. " Population, Male (% of Total Population) ."

The World Bank Group. " Population, Total ."

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Unraveling Research Population and Sample: Understanding their role in statistical inference

Research population and sample serve as the cornerstones of any scientific inquiry. They hold the power to unlock the mysteries hidden within data. Understanding the dynamics between the research population and sample is crucial for researchers. It ensures the validity, reliability, and generalizability of their findings. In this article, we uncover the profound role of the research population and sample, unveiling their differences and importance that reshapes our understanding of complex phenomena. Ultimately, this empowers researchers to make informed conclusions and drive meaningful advancements in our respective fields.

Table of Contents

What Is Population?

The research population, also known as the target population, refers to the entire group or set of individuals, objects, or events that possess specific characteristics and are of interest to the researcher. It represents the larger population from which a sample is drawn. The research population is defined based on the research objectives and the specific parameters or attributes under investigation. For example, in a study on the effects of a new drug, the research population would encompass all individuals who could potentially benefit from or be affected by the medication.

When Is Data Collection From a Population Preferred?

In certain scenarios where a comprehensive understanding of the entire group is required, it becomes necessary to collect data from a population. Here are a few situations when one prefers to collect data from a population:

1. Small or Accessible Population

When the research population is small or easily accessible, it may be feasible to collect data from the entire population. This is often the case in studies conducted within specific organizations, small communities, or well-defined groups where the population size is manageable.

2. Census or Complete Enumeration

In some cases, such as government surveys or official statistics, a census or complete enumeration of the population is necessary. This approach aims to gather data from every individual or entity within the population. This is typically done to ensure accurate representation and eliminate sampling errors.

3. Unique or Critical Characteristics

If the research focuses on a specific characteristic or trait that is rare and critical to the study, collecting data from the entire population may be necessary. This could be the case in studies related to rare diseases, endangered species, or specific genetic markers.

4. Legal or Regulatory Requirements

Certain legal or regulatory frameworks may require data collection from the entire population. For instance, government agencies might need comprehensive data on income levels, demographic characteristics, or healthcare utilization for policy-making or resource allocation purposes.

5. Precision or Accuracy Requirements

In situations where a high level of precision or accuracy is necessary, researchers may opt for population-level data collection. By doing so, they mitigate the potential for sampling error and obtain more reliable estimates of population parameters.

What Is a Sample?

A sample is a subset of the research population that is carefully selected to represent its characteristics. Researchers study this smaller, manageable group to draw inferences that they can generalize to the larger population. The selection of the sample must be conducted in a manner that ensures it accurately reflects the diversity and pertinent attributes of the research population. By studying a sample, researchers can gather data more efficiently and cost-effectively compared to studying the entire population. The findings from the sample are then extrapolated to make conclusions about the larger research population.

What Is Sampling and Why Is It Important?

Sampling refers to the process of selecting a sample from a larger group or population of interest in order to gather data and make inferences. The goal of sampling is to obtain a sample that is representative of the population, meaning that the sample accurately reflects the key attributes, variations, and proportions present in the population. By studying the sample, researchers can draw conclusions or make predictions about the larger population with a certain level of confidence.

Collecting data from a sample, rather than the entire population, offers several advantages and is often necessary due to practical constraints. Here are some reasons to collect data from a sample:

1. Cost and Resource Efficiency

Collecting data from an entire population can be expensive and time-consuming. Sampling allows researchers to gather information from a smaller subset of the population, reducing costs and resource requirements. It is often more practical and feasible to collect data from a sample, especially when the population size is large or geographically dispersed.

2. Time Constraints

Conducting research with a sample allows for quicker data collection and analysis compared to studying the entire population. It saves time by focusing efforts on a smaller group, enabling researchers to obtain results more efficiently. This is particularly beneficial in time-sensitive research projects or situations that necessitate prompt decision-making.

3. Manageable Data Collection

Working with a sample makes data collection more manageable . Researchers can concentrate their efforts on a smaller group, allowing for more detailed and thorough data collection methods. Furthermore, it is more convenient and reliable to store and conduct statistical analyses on smaller datasets. This also facilitates in-depth insights and a more comprehensive understanding of the research topic.

4. Statistical Inference

Collecting data from a well-selected and representative sample enables valid statistical inference. By using appropriate statistical techniques, researchers can generalize the findings from the sample to the larger population. This allows for meaningful inferences, predictions, and estimation of population parameters, thus providing insights beyond the specific individuals or elements in the sample.

5. Ethical Considerations

In certain cases, collecting data from an entire population may pose ethical challenges, such as invasion of privacy or burdening participants. Sampling helps protect the privacy and well-being of individuals by reducing the burden of data collection. It allows researchers to obtain valuable information while ensuring ethical standards are maintained .

Key Steps Involved in the Sampling Process

Sampling is a valuable tool in research; however, it is important to carefully consider the sampling method, sample size, and potential biases to ensure that the findings accurately represent the larger population and are valid for making conclusions and generalizations. While the specific steps may vary depending on the research context, here is a general outline of the sampling process:

1. Define the Population

Clearly define the target population for your research study. The population should encompass the group of individuals, elements, or units that you want to draw conclusions about.

2. Define the Sampling Frame

Create a sampling frame, which is a list or representation of the individuals or elements in the target population. The sampling frame should be comprehensive and accurately reflect the population you want to study.

3. Determine the Sampling Method

Select an appropriate sampling method based on your research objectives, available resources, and the characteristics of the population. You can perform sampling by either utilizing probability-based or non-probability-based techniques. Common sampling methods include random sampling, stratified sampling, cluster sampling, and convenience sampling.

4. Determine Sample Size

Determine the desired sample size based on statistical considerations, such as the level of precision required, desired confidence level, and expected variability within the population. Larger sample sizes generally reduce sampling error but may be constrained by practical limitations.

5. Collect Data

Once the sample is selected using the appropriate technique, collect the necessary data according to the research design and data collection methods . Ensure that you use standardized and consistent data collection process that is also appropriate for your research objectives.

6. Analyze the Data

Perform the necessary statistical analyses on the collected data to derive meaningful insights. Use appropriate statistical techniques to make inferences, estimate population parameters, test hypotheses, or identify patterns and relationships within the data.

Population vs Sample — Differences and examples

While the population provides a comprehensive overview of the entire group under study, the sample, on the other hand, allows researchers to draw inferences and make generalizations about the population. Researchers should employ careful sampling techniques to ensure that the sample is representative and accurately reflects the characteristics and variability of the population.

Research Study: Investigating the prevalence of stress among high school students in a specific city and its impact on academic performance.

Population: All high school students in a particular city

Sampling Frame: The sampling frame would involve obtaining a comprehensive list of all high schools in the specific city. A random selection of schools would be made from this list to ensure representation from different areas and demographics of the city.

Sample: Randomly selected 500 high school students from different schools in the city

The sample represents a subset of the entire population of high school students in the city.

Research Study: Assessing the effectiveness of a new medication in managing symptoms and improving quality of life in patients with the specific medical condition.

Population: Patients diagnosed with a specific medical condition

Sampling Frame: The sampling frame for this study would involve accessing medical records or databases that include information on patients diagnosed with the specific medical condition. Researchers would select a convenient sample of patients who meet the inclusion criteria from the sampling frame.

Sample: Convenient sample of 100 patients from a local clinic who meet the inclusion criteria for the study

The sample consists of patients from the larger population of individuals diagnosed with the medical condition.

Research Study: Investigating community perceptions of safety and satisfaction with local amenities in the neighborhood.

Population: Residents of a specific neighborhood

Sampling Frame: The sampling frame for this study would involve obtaining a list of residential addresses within the specific neighborhood. Various sources such as census data, voter registration records, or community databases offer the means to obtain this information. From the sampling frame, researchers would randomly select a cluster sample of households to ensure representation from different areas within the neighborhood.

Sample: Cluster sample of 50 households randomly selected from different blocks within the neighborhood

The sample represents a subset of the entire population of residents living in the neighborhood.

To summarize, sampling allows for cost-effective data collection, easier statistical analysis, and increased practicality compared to studying the entire population. However, despite these advantages, sampling is subject to various challenges. These challenges include sampling bias, non-response bias, and the potential for sampling errors.

To minimize bias and enhance the validity of research findings , researchers should employ appropriate sampling techniques, clearly define the population, establish a comprehensive sampling frame, and monitor the sampling process for potential biases. Validating findings by comparing them to known population characteristics can also help evaluate the generalizability of the results. Properly understanding and implementing sampling techniques ensure that research findings are accurate, reliable, and representative of the larger population. By carefully considering the choice of population and sample, researchers can draw meaningful conclusions and, consequently, make valuable contributions to their respective fields of study.

Now, it’s your turn! Take a moment to think about a research question that interests you. Consider the population that would be relevant to your inquiry. Who would you include in your sample? How would you go about selecting them? Reflecting on these aspects will help you appreciate the intricacies involved in designing a research study. Let us know about it in the comment section below or reach out to us using  #AskEnago  and tag  @EnagoAcademy  on  Twitter ,  Facebook , and  Quora .

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

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

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

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

Research Methodology 101

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

What is research methodology?

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

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

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

So, it’s the same as research design?

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

Need a helping hand?

What are qualitative, quantitative and mixed-methods?

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

Let’s take a closer look.

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

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

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

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

What is sampling strategy?

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

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

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

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

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

What are data collection methods?

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

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

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

What are data analysis methods?

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

Popular data analysis methods in qualitative research include:

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

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

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

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

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

How do I choose a research methodology?

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

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

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

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

Example of a research methodology chapter

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

Psst... there’s more!

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

199 Comments

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

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

Thanks for your comment.

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

All the best with your research.

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I’m about to submit a research presentation, I have come to understand from your simplification on understanding research methodology. My research will be mixed methodology, qualitative as well as quantitative. So aim and objective of mixed method would be both exploratory and confirmatory. Thanks you very much for your guidance.

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

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

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how do i reference this?

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

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

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Educational resources and simple solutions for your research journey

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

Academic research is a methodical way of exploring new ideas or understanding things we already know. It involves gathering and studying information to answer questions or test ideas and requires careful thinking and persistence to reach meaningful conclusions. Let’s try to understand what research is.   

Table of Contents

Why is research important?    

Whether it’s doing experiments, analyzing data, or studying old documents, research helps us learn more about the world. Without it, we rely on guesswork and hearsay, often leading to mistakes and misconceptions. By using systematic methods, research helps us see things clearly, free from biases. (1)   

What is the purpose of research?  

In the real world, academic research is also a key driver of innovation. It brings many benefits, such as creating valuable opportunities and fostering partnerships between academia and industry. By turning research into products and services, science makes meaningful improvements to people’s lives and boosts the economy. (2)(3)  

What are the characteristics of research?    

The research process collects accurate information systematically. Logic is used to analyze the collected data and find insights. Checking the collected data thoroughly ensures accuracy. Research also leads to new questions using existing data.   

Accuracy is key in research, which requires precise data collection and analysis. In scientific research, laboratories ensure accuracy by carefully calibrating instruments and controlling experiments. Every step is checked to maintain integrity, from instruments to final results. Accuracy gives reliable insights, which in turn help advance knowledge.   

Types of research    

The different forms of research serve distinct purposes in expanding knowledge and understanding:    

• Exploratory research ventures into uncharted territories, exploring new questions or problem areas without aiming for conclusive answers. For instance, a study may delve into unexplored market segments to better understand consumer behaviour patterns.   
• Descriptive research delves into current issues by collecting and analyzing data to describe the behaviour of a sample population. For instance, a survey may investigate millennials’ spending habits to gain insights into their purchasing behaviours.   
• Explanatory research, also known as causal research, seeks to understand the impact of specific changes in existing procedures. An example might be a study examining how changes in drug dosage over some time improve patients’ health.   
• Correlational research examines connections between two sets of data to uncover meaningful relationships. For instance, a study may analyze the relationship between advertising spending and sales revenue.   
• Theoretical research deepens existing knowledge without attempting to solve specific problems. For example, a study may explore theoretical frameworks to understand the underlying principles of human behaviour.   
• Applied research focuses on real-world issues and aims to provide practical solutions. An example could be a study investigating the effectiveness of a new teaching method in improving student performance in schools.  (4)

Types of research methods

• Qualitative Method: Qualitative research gathers non-numerical data through interactions with participants. Methods include one-to-one interviews, focus groups, ethnographic studies, text analysis, and case studies. For example, a researcher interviews cancer patients to understand how different treatments impact their lives emotionally.    
• Quantitative Method: Quantitative methods deal with numbers and measurable data to understand relationships between variables. They use systematic methods to investigate events and aim to explain or predict outcomes. For example, Researchers study how exercise affects heart health by measuring variables like heart rate and blood pressure in a large group before and after an exercise program. (5)  

Basic steps involved in the research process    

Here are the basic steps to help you understand the research process:   

• Choose your topic: Decide the specific subject or area that you want to study and investigate. This decision is the foundation of your research journey.   
• Find information: Look for information related to your research topic. You can search in journals, books, online, or ask experts for help.   
• Assess your sources: Make sure the information you find is reliable and trustworthy. Check the author’s credentials and the publication date.   
• Take notes: Write down important information from your sources that you can use in your research.   
• Write your paper: Use your notes to write your research paper. Broadly, start with an introduction, then write the body of your paper, and finish with a conclusion.   
• Cite your sources: Give credit to the sources you used by including citations in your paper.   
• Proofread: Check your paper thoroughly for any errors in spelling, grammar, or punctuation before you submit it. (6)

How to ensure research accuracy?  

Ensuring accuracy in research is a mix of several essential steps:    

• Clarify goals: Start by defining clear objectives for your research. Identify your research question, hypothesis, and variables of interest. This clarity will help guide your data collection and analysis methods, ensuring that your research stays focused and purposeful.   
• Use reliable data: Select trustworthy sources for your information, whether they are primary data collected by you or secondary data obtained from other sources. For example, if you’re studying climate change, use data from reputable scientific organizations with transparent methodologies.   
• Validate data: Validate your data to ensure it meets the standards of your research project. Check for errors, outliers, and inconsistencies at different stages, such as during data collection, entry, cleaning, or analysis.    
• Document processes: Documenting your data collection and analysis processes is essential for transparency and reproducibility. Record details such as data collection methods, cleaning procedures, and analysis techniques used. This documentation not only helps you keep track of your research but also enables others to understand and replicate your work.   
• Review results: Finally, review and verify your research findings to confirm their accuracy and reliability. Double-check your analyses, cross-reference your data, and seek feedback from peers or supervisors. (7) 

Research is crucial for better understanding our world and for social and economic growth. By following ethical guidelines and ensuring accuracy, researchers play a critical role in driving this progress, whether through exploring new topics or deepening existing knowledge.   

References:  

• Why is Research Important – Introductory Psychology – Washington State University  
• The Role Of Scientific Research In Driving Business Innovation – Forbes  
• Innovation – Royal Society  
• Types of Research – Definition & Methods – Bachelor Print  
• What Is Qualitative vs. Quantitative Study? – National University  
• Basic Steps in the Research Process – North Hennepin Community College  
• Best Practices for Ensuring Data Accuracy in Research – LinkedIn  

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Based on 21+ years of experience in academia, Researcher.Life All Access empowers researchers to put their best research forward and move closer to success. Explore our top AI Tools pack, AI Tools + Publication Services pack, or Build Your Own Plan. Find everything a researcher needs to succeed, all in one place –  Get All Access now starting at just $17 a month !    

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• v.19(1); Jan-Jun 2010

Statistics without tears: Populations and samples

Amitav banerjee.

Department of Community Medicine, D Y Patil Medical College, Pune, India

Suprakash Chaudhury

1 Department of Psychiatry, RINPAS, Kanke, Ranchi, India

Research studies are usually carried out on sample of subjects rather than whole populations. The most challenging aspect of fieldwork is drawing a random sample from the target population to which the results of the study would be generalized. In actual practice, the task is so difficult that some sampling bias occurs in almost all studies to a lesser or greater degree. In order to assess the degree of this bias, the informed reader of medical literature should have some understanding of the population from which the sample was drawn. The ultimate decision on whether the results of a particular study can be generalized to a larger population depends on this understanding. The subsequent deliberations dwell on sampling strategies for different types of research and also a brief description of different sampling methods.

Research workers in the early 19th century endeavored to survey entire populations. This feat was tedious, and the research work suffered accordingly. Current researchers work only with a small portion of the whole population (a sample) from which they draw inferences about the population from which the sample was drawn.

This inferential leap or generalization from samples to population, a feature of inductive or empirical research, can be full of pitfalls. In clinical medicine, it is not sufficient merely to describe a patient without assessing the underlying condition by a detailed history and clinical examination. The signs and symptoms are then interpreted against the total background of the patient's history and clinical examination including mental state examination. Similarly, in inferential statistics, it is not enough to just describe the results in the sample. One has to critically appraise the real worth or representativeness of that particular sample. The following discussion endeavors to explain the inputs required for making a correct inference from a sample to the target population.

TARGET POPULATION

Any inferences from a sample refer only to the defined population from which the sample has been properly selected. We may call this the target population. For example, if in a sample of lawyers from Delhi High Court it is found that 5% are having alcohol dependence syndrome, can we say that 5% of all lawyers all over the world are alcoholics? Obviously not, as the lawyers of Delhi High Court may be an institution by themselves and may not represent the global lawyers′ community. The findings of this study, therefore, apply only to Delhi High Court lawyers from which a representative sample was taken. Of course, this finding may nevertheless be interesting, but only as a pointer to further research. The data on lawyers in a particular city tell us nothing about lawyers in other cities or countries.

POPULATIONS IN INFERENTIAL STATISTICS

In statistics, a population is an entire group about which some information is required to be ascertained. A statistical population need not consist only of people. We can have population of heights, weights, BMIs, hemoglobin levels, events, outcomes, so long as the population is well defined with explicit inclusion and exclusion criteria. In selecting a population for study, the research question or purpose of the study will suggest a suitable definition of the population to be studied, in terms of location and restriction to a particular age group, sex or occupation. The population must be fully defined so that those to be included and excluded are clearly spelt out (inclusion and exclusion criteria). For example, if we say that our study populations are all lawyers in Delhi, we should state whether those lawyers are included who have retired, are working part-time, or non-practicing, or those who have left the city but still registered at Delhi.

Use of the word population in epidemiological research does not correspond always with its demographic meaning of an entire group of people living within certain geographic or political boundaries. A population for a research study may comprise groups of people defined in many different ways, for example, coal mine workers in Dhanbad, children exposed to German measles during intrauterine life, or pilgrims traveling to Kumbh Mela at Allahabad.

GENERALIZATION (INFERENCES) FROM A POPULATION

When generalizing from observations made on a sample to a larger population, certain issues will dictate judgment. For example, generalizing from observations made on the mental health status of a sample of lawyers in Delhi to the mental health status of all lawyers in Delhi is a formalized procedure, in so far as the errors (sampling or random) which this may hazard can, to some extent, be calculated in advance. However, if we attempt to generalize further, for instance, about the mental statuses of all lawyers in the country as a whole, we hazard further pitfalls which cannot be specified in advance. We do not know to what extent the study sample and population of Delhi is typical of the larger population – that of the whole country – to which it belongs.

The dilemmas in defining populations differ for descriptive and analytic studies.

POPULATION IN DESCRIPTIVE STUDIES

In descriptive studies, it is customary to define a study population and then make observations on a sample taken from it. Study populations may be defined by geographic location, age, sex, with additional definitions of attributes and variables such as occupation, religion and ethnic group.[ 1 ]

Geographic location

In field studies, it may be desirable to use a population defined by an administrative boundary such as a district or a state. This may facilitate the co-operation of the local administrative authorities and the study participants. Moreover, basic demographic data on the population such as population size, age, gender distribution (needed for calculating age- and sex-specific rates) available from census data or voters’ list are easier to obtain from administrative headquarters. However, administrative boundaries do not always consist of homogenous group of people. Since it is desirable that a modest descriptive study does not cover a number of different groups of people, with widely differing ways of life or customs, it may be necessary to restrict the study to a particular ethnic group, and thus ensure better genetic or cultural homogeneity. Alternatively, a population may be defined in relation to a prominent geographic feature, such as a river, or mountain, which imposes a certain uniformity of ways of life, attitudes, and behavior upon the people who live in the vicinity.

If cases of a disease are being ascertained through their attendance at a hospital outpatient department (OPD), rather than by field surveys in the community, it will be necessary to define the population according to the so-called catchment area of the hospital OPD. For administrative purposes, a dispensary, health center or hospital is usually considered to serve a population within a defined geographic area. But these catchment areas may only represent in a crude manner with the actual use of medical facilities by the local people. For example, in OPD study of psychiatric illnesses in a particular hospital with a defined catchment area, many people with psychiatric illnesses may not visit the particular OPD and may seek treatment from traditional healers or religious leaders.

Catchment areas depend on the demography of the area and the accessibility of the health center or hospital. Accessibility has three dimensions – physical, economic and social.[ 2 ] Physical accessibility is the time required to travel to the health center or medical facility. It depends on the topography of the area (e.g. hill and tribal areas with poor roads have problems of physical accessibility). Economic accessibility is the paying capacity of the people for services. Poverty may limit health seeking behavior if the person cannot afford the bus fare to the health center even if the health services may be free of charge. It may also involve absence from work which, for daily wage earners, is a major economic disincentive. Social factors such as caste, culture, language, etc. may adversely affect accessibility to health facility if the treating physician is not conversant with the local language and customs. In such situations, the patient may feel more comfortable with traditional healers.

Ascertainment of a particular disease within a particular area may be incomplete either because some patient may seek treatment elsewhere or some patients do not seek treatment at all. Focus group discussions (qualitative study) with local people, especially those residing away from the health center, may give an indication whether serious underreporting is occurring.

When it is impossible to relate cases of a disease to a population, perhaps because the cases were ascertained through a hospital with an undefined catchment area, proportional morbidity rates may be used. These rates have been widely used in cancer epidemiology where the number of cases of one form of cancer is expressed as a proportion of the number of cases of all forms of cancer among patients attending the same hospital during the same period.

POPULATIONS IN ANALYTIC STUDIES

Case control studies.

As opposed to descriptive studies where a study population is defined and then observations are made on a representative sample from it, in case control studies observations are made on a group of patients. This is known as the study group , which usually is not selected by sampling of a defined larger group. For instance, a study on patients of bipolar disorder may include every patient with this disorder attending the psychiatry OPD during the study period. One should not forget, however, that in this situation also, there is a hypothetical population consisting of all patients with bipolar disorder in the universe (which may be a certain region, a country or globally depending on the extent of the generalization intended from the findings of the study). Case control studies are often carried out in hospital settings because this is more convenient and accessible group than cases in the community at large. However, the two groups of cases may differ in many respects. At the outset of the study, it should be deliberated whether these differences would affect the external validity (generalization) of the study. Usually, analytic studies are not carried out in groups containing atypical cases of the disorder, unless there is a special indication to do so.

Populations in cohort studies

Basically, cohort studies compare two groups of people (cohorts) and demonstrate whether or not there are more cases of the disease among the cohort exposed to the suspected cause than among the cohort not exposed. To determine whether an association exists between positive family history of schizophrenia and subsequent schizophrenia in persons having such a history, two cohorts would be required: first, the exposed group, that is, people with a family history of mental disorders (the suspected cause) and second, the unexposed group, that is, people without a family history of mental disorders. These two cohorts would need to be followed up for a number of years and cases of schizophrenia in either group would be recorded. If a positive family history is associated with development of schizophrenia, then more cases would occur in the first group than in the second group.

The crucial challenges in a cohort study are that it should include participants exposed to a particular cause being investigated and that it should consist of persons who can be followed up for the period of time between exposure (cause) and development of the disorder. It is vital that the follow-up of a cohort should be complete as far as possible. If more than a small proportion of persons in the cohort cannot be traced (loss to follow-up or attrition), the findings will be biased , in case these persons differ significantly from those remaining in the study.

Depending on the type of exposure being studied, there may or may not be a range of choice of cohort populations exposed to it who may form a larger population from which one has to select a study sample. For instance, if one is exploring association between occupational hazard such as job stress in health care workers in intensive care units (ICUs) and subsequent development of drug addiction, one has to, by the very nature of the research question, select health care workers working in ICUs. On the other hand, cause effect study for association between head injury and epilepsy offers a much wider range of possible cohorts.

Difficulties in making repeated observations on cohorts depend on the length of time of the study. In correlating maternal factors (pregnancy cohort) with birth weight, the period of observation is limited to 9 months. However, if in a study it is tried to find the association between maternal nutrition during pregnancy and subsequent school performance of the child, the study will extend to years. For such long duration investigations, it is wise to select study cohorts that are firstly, not likely to migrate, cooperative and likely to be so throughout the duration of the study, and most importantly, easily accessible to the investigator so that the expense and efforts are kept within reasonable limits. Occupational groups such as the armed forces, railways, police, and industrial workers are ideal for cohort studies. Future developments facilitating record linkage such as the Unique Identification Number Scheme may give a boost to cohort studies in the wider community.

A sample is any part of the fully defined population. A syringe full of blood drawn from the vein of a patient is a sample of all the blood in the patient's circulation at the moment. Similarly, 100 patients of schizophrenia in a clinical study is a sample of the population of schizophrenics, provided the sample is properly chosen and the inclusion and exclusion criteria are well defined.

To make accurate inferences, the sample has to be representative. A representative sample is one in which each and every member of the population has an equal and mutually exclusive chance of being selected.

Sample size

Inputs required for sample size calculation have been dealt from a clinical researcher's perspective avoiding the use of intimidating formulae and statistical jargon in an earlier issue of the journal.[ 1 ]

Target population, study population and study sample

A population is a complete set of people with a specialized set of characteristics, and a sample is a subset of the population. The usual criteria we use in defining population are geographic, for example, “the population of Uttar Pradesh”. In medical research, the criteria for population may be clinical, demographic and time related.

• Clinical and demographic characteristics define the target population, the large set of people in the world to which the results of the study will be generalized (e.g. all schizophrenics).
• The study population is the subset of the target population available for study (e.g. schizophrenics in the researcher's town).
• The study sample is the sample chosen from the study population.

METHODS OF SAMPLING

Purposive (non-random samples).

• Volunteers who agree to participate
• Snowball sample, where one case identifies others of his kind (e.g. intravenous drug users)
• Convenient sample such as captive medical students or other readily available groups
• Quota sampling, at will selection of a fixed number from each group
• Referred cases who may be under pressure to participate
• Haphazard with combination of the above methods

Non-random samples have certain limitations. The larger group (target population) is difficult to identify. This may not be a limitation when generalization of results is not intended. The results would be valid for the sample itself (internal validity). They can, nevertheless, provide important clues for further studies based on random samples. Another limitation of non-random samples is that statistical inferences such as confidence intervals and tests of significance cannot be estimated from non-random samples. However, in some situations, the investigator has to make crucial judgments. One should remember that random samples are the means but representativeness is the goal. When non-random samples are representative (compare the socio-demographic characteristics of the sample subjects with the target population), generalization may be possible.

Random sampling methods

Simple random sampling.

A sample may be defined as random if every individual in the population being sampled has an equal likelihood of being included. Random sampling is the basis of all good sampling techniques and disallows any method of selection based on volunteering or the choice of groups of people known to be cooperative.[ 3 ]

In order to select a simple random sample from a population, it is first necessary to identify all individuals from whom the selection will be made. This is the sampling frame. In developing countries, listings of all persons living in an area are not usually available. Census may not catch nomadic population groups. Voters’ and taxpayers’ lists may be incomplete. Whether or not such deficiencies are major barriers in random sampling depends on the particular research question being investigated. To undertake a separate exercise of listing the population for the study may be time consuming and tedious. Two-stage sampling may make the task feasible.

The usual method of selecting a simple random sample from a listing of individuals is to assign a number to each individual and then select certain numbers by reference to random number tables which are published in standard statistical textbooks. Random number can also be generated by statistical software such as EPI INFO developed by WHO and CDC Atlanta.

Systematic sampling

A simple method of random sampling is to select a systematic sample in which every n th person is selected from a list or from other ordering. A systematic sample can be drawn from a queue of people or from patients ordered according to the time of their attendance at a clinic. Thus, a sample can be drawn without an initial listing of all the subjects. Because of this feasibility, a systematic sample may have some advantage over a simple random sample.

To fulfill the statistical criteria for a random sample, a systematic sample should be drawn from subjects who are randomly ordered. The starting point for selection should be randomly chosen. If every fifth person from a register is being chosen, then a random procedure must be used to determine whether the first, second, third, fourth, or fifth person should be chosen as the first member of the sample.

Multistage sampling

Sometimes, a strictly random sample may be difficult to obtain and it may be more feasible to draw the required number of subjects in a series of stages. For example, suppose we wish to estimate the number of CATSCAN examinations made of all patients entering a hospital in a given month in the state of Maharashtra. It would be quite tedious to devise a scheme which would allow the total population of patients to be directly sampled. However, it would be easier to list the districts of the state of Maharashtra and randomly draw a sample of these districts. Within this sample of districts, all the hospitals would then be listed by name, and a random sample of these can be drawn. Within each of these hospitals, a sample of the patients entering in the given month could be chosen randomly for observation and recording. Thus, by stages, we draw the required sample. If indicated, we can introduce some element of stratification at some stage (urban/rural, gender, age).

It should be cautioned that multistage sampling should only be resorted to when difficulties in simple random sampling are insurmountable. Those who take a simple random sample of 12 hospitals, and within each of these hospitals select a random sample of 10 patients, may believe they have selected 120 patients randomly from all the 12 hospitals. In statistical sense, they have in fact selected a sample of 12 rather than 120.[ 4 ]

Stratified sampling

If a condition is unevenly distributed in a population with respect to age, gender, or some other variable, it may be prudent to choose a stratified random sampling method. For example, to obtain a stratified random sample according to age, the study population can be divided into age groups such as 0–5, 6–10, 11–14, 15–20, 21–25, and so on, depending on the requirement. A different proportion of each group can then be selected as a subsample either by simple random sampling or systematic sampling. If the condition decreases with advancing age, then to include adequate number in the older age groups, one may select more numbers in older subsamples.

Cluster sampling

In many surveys, studies may be carried out on large populations which may be geographically quite dispersed. To obtain the required number of subjects for the study by a simple random sample method will require large costs and will be cumbersome. In such cases, clusters may be identified (e.g. households) and random samples of clusters will be included in the study; then, every member of the cluster will also be part of the study. This introduces two types of variations in the data – between clusters and within clusters – and this will have to be taken into account when analyzing data.

Cluster sampling may produce misleading results when the disease under study itself is distributed in a clustered fashion in an area. For example, suppose we are studying malaria in a population. Malaria incidence may be clustered in villages having stagnant water collections which may serve as a source of mosquito breeding. In villages without such water stagnation, there will be lesser malaria cases. The choice of few villages in cluster sampling may give erroneous results. The selection of villages as a cluster may be quite unrepresentative of the whole population by chance.[ 5 ]

Lot quality assurance sampling

Lot quality assurance sampling (LQAS), which originated in the manufacturing industry for quality control purposes, was used in the nineties to assess immunization coverage, estimate disease prevalence, and evaluate control measures and service coverage in different health programs.[ 6 ] Using only a small sample size, LQAS can effectively differentiate between areas that have or have not met the performance targets. Thus, this method is used not only to estimate the coverage of quality care but also to identify the exact subdivisions where it is deficient so that appropriate remedial measures can be implemented.

The choice of sampling methods is usually dictated by feasibility in terms of time and resources. Field research is quite messy and difficult like actual battle. It may be sometimes difficult to get a sample which is truly random. Most samples therefore tend to get biased. To estimate the magnitude of this bias, the researcher should have some idea about the population from which the sample is drawn. In conclusion, the following quote cited by Bradford Hill[ 4 ] elegantly sums up the benefit of random sampling:

…The actual practice of medicine is virtually confined to those members of the population who either are ill, or think they are ill, or are thought by somebody to be ill, and these so amply fill up the working day that in the course of time one comes unconsciously to believe that they are typical of the whole. This is not the case. The use of a random sample brings to light the individuals who are ill and know they are ill but have no intention of doing anything about it, as well as those who have never been ill, and probably never will be until their final illness. These would have been inaccessible to any other method of approach but that of the random sample… . J. H. Sheldon

Source of Support: Nil.

Conflict of Interest: None declared.

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Home » Descriptive Research Design – Types, Methods and Examples

Descriptive Research Design – Types, Methods and Examples

Table of Contents

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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How to Write a Research Proposal: (with Examples & Templates)

Table of Contents

Before conducting a study, a research proposal should be created that outlines researchers’ plans and methodology and is submitted to the concerned evaluating organization or person. Creating a research proposal is an important step to ensure that researchers are on track and are moving forward as intended. A research proposal can be defined as a detailed plan or blueprint for the proposed research that you intend to undertake. It provides readers with a snapshot of your project by describing what you will investigate, why it is needed, and how you will conduct the research.  

Your research proposal should aim to explain to the readers why your research is relevant and original, that you understand the context and current scenario in the field, have the appropriate resources to conduct the research, and that the research is feasible given the usual constraints.  

This article will describe in detail the purpose and typical structure of a research proposal , along with examples and templates to help you ace this step in your research journey.  

What is a Research Proposal ?  

A research proposal¹ ,²  can be defined as a formal report that describes your proposed research, its objectives, methodology, implications, and other important details. Research proposals are the framework of your research and are used to obtain approvals or grants to conduct the study from various committees or organizations. Consequently, research proposals should convince readers of your study’s credibility, accuracy, achievability, practicality, and reproducibility.   

With research proposals , researchers usually aim to persuade the readers, funding agencies, educational institutions, and supervisors to approve the proposal. To achieve this, the report should be well structured with the objectives written in clear, understandable language devoid of jargon. A well-organized research proposal conveys to the readers or evaluators that the writer has thought out the research plan meticulously and has the resources to ensure timely completion.  

Purpose of Research Proposals  

A research proposal is a sales pitch and therefore should be detailed enough to convince your readers, who could be supervisors, ethics committees, universities, etc., that what you’re proposing has merit and is feasible . Research proposals can help students discuss their dissertation with their faculty or fulfill course requirements and also help researchers obtain funding. A well-structured proposal instills confidence among readers about your ability to conduct and complete the study as proposed.  

Research proposals can be written for several reasons:³  

• To describe the importance of research in the specific topic  
• Address any potential challenges you may encounter  
• Showcase knowledge in the field and your ability to conduct a study  
• Apply for a role at a research institute  
• Convince a research supervisor or university that your research can satisfy the requirements of a degree program  
• Highlight the importance of your research to organizations that may sponsor your project  
• Identify implications of your project and how it can benefit the audience  

What Goes in a Research Proposal?    

Research proposals should aim to answer the three basic questions—what, why, and how.  

The What question should be answered by describing the specific subject being researched. It should typically include the objectives, the cohort details, and the location or setting.  

The Why question should be answered by describing the existing scenario of the subject, listing unanswered questions, identifying gaps in the existing research, and describing how your study can address these gaps, along with the implications and significance.  

The How question should be answered by describing the proposed research methodology, data analysis tools expected to be used, and other details to describe your proposed methodology.   

Research Proposal Example  

Here is a research proposal sample template (with examples) from the University of Rochester Medical Center. 4 The sections in all research proposals are essentially the same although different terminology and other specific sections may be used depending on the subject.  

Structure of a Research Proposal  

If you want to know how to make a research proposal impactful, include the following components:¹  

1. Introduction  

This section provides a background of the study, including the research topic, what is already known about it and the gaps, and the significance of the proposed research.  

2. Literature review  

This section contains descriptions of all the previous relevant studies pertaining to the research topic. Every study cited should be described in a few sentences, starting with the general studies to the more specific ones. This section builds on the understanding gained by readers in the Introduction section and supports it by citing relevant prior literature, indicating to readers that you have thoroughly researched your subject.  

3. Objectives  

Once the background and gaps in the research topic have been established, authors must now state the aims of the research clearly. Hypotheses should be mentioned here. This section further helps readers understand what your study’s specific goals are.  

4. Research design and methodology  

Here, authors should clearly describe the methods they intend to use to achieve their proposed objectives. Important components of this section include the population and sample size, data collection and analysis methods and duration, statistical analysis software, measures to avoid bias (randomization, blinding), etc.  

5. Ethical considerations  

This refers to the protection of participants’ rights, such as the right to privacy, right to confidentiality, etc. Researchers need to obtain informed consent and institutional review approval by the required authorities and mention this clearly for transparency.  

6. Budget/funding  

Researchers should prepare their budget and include all expected expenditures. An additional allowance for contingencies such as delays should also be factored in.  

7. Appendices  

This section typically includes information that supports the research proposal and may include informed consent forms, questionnaires, participant information, measurement tools, etc.  

8. Citations  

Important Tips for Writing a Research Proposal  

Writing a research proposal begins much before the actual task of writing. Planning the research proposal structure and content is an important stage, which if done efficiently, can help you seamlessly transition into the writing stage. 3,5  

The Planning Stage  

• Manage your time efficiently. Plan to have the draft version ready at least two weeks before your deadline and the final version at least two to three days before the deadline.
• What is the primary objective of your research?  
• Will your research address any existing gap?  
• What is the impact of your proposed research?  
• Do people outside your field find your research applicable in other areas?  
• If your research is unsuccessful, would there still be other useful research outcomes?  

  The Writing Stage  

• Create an outline with main section headings that are typically used.  
• Focus only on writing and getting your points across without worrying about the format of the research proposal , grammar, punctuation, etc. These can be fixed during the subsequent passes. Add details to each section heading you created in the beginning.   
• Ensure your sentences are concise and use plain language. A research proposal usually contains about 2,000 to 4,000 words or four to seven pages.  
• Don’t use too many technical terms and abbreviations assuming that the readers would know them. Define the abbreviations and technical terms.  
• Ensure that the entire content is readable. Avoid using long paragraphs because they affect the continuity in reading. Break them into shorter paragraphs and introduce some white space for readability.  
• Focus on only the major research issues and cite sources accordingly. Don’t include generic information or their sources in the literature review.  
• Proofread your final document to ensure there are no grammatical errors so readers can enjoy a seamless, uninterrupted read.  
• Use academic, scholarly language because it brings formality into a document.  
• Ensure that your title is created using the keywords in the document and is neither too long and specific nor too short and general.  
• Cite all sources appropriately to avoid plagiarism.  
• Make sure that you follow guidelines, if provided. This includes rules as simple as using a specific font or a hyphen or en dash between numerical ranges.  
• Ensure that you’ve answered all questions requested by the evaluating authority.  

Key Takeaways   

Here’s a summary of the main points about research proposals discussed in the previous sections:  

• A research proposal is a document that outlines the details of a proposed study and is created by researchers to submit to evaluators who could be research institutions, universities, faculty, etc.  
• Research proposals are usually about 2,000-4,000 words long, but this depends on the evaluating authority’s guidelines.  
• A good research proposal ensures that you’ve done your background research and assessed the feasibility of the research.  
• Research proposals have the following main sections—introduction, literature review, objectives, methodology, ethical considerations, and budget.  

Frequently Asked Questions  

Q1. How is a research proposal evaluated?  

A1. In general, most evaluators, including universities, broadly use the following criteria to evaluate research proposals . 6  

• Significance —Does the research address any important subject or issue, which may or may not be specific to the evaluator or university?  
• Content and design —Is the proposed methodology appropriate to answer the research question? Are the objectives clear and well aligned with the proposed methodology?  
• Sample size and selection —Is the target population or cohort size clearly mentioned? Is the sampling process used to select participants randomized, appropriate, and free of bias?  
• Timing —Are the proposed data collection dates mentioned clearly? Is the project feasible given the specified resources and timeline?  
• Data management and dissemination —Who will have access to the data? What is the plan for data analysis?  

Q2. What is the difference between the Introduction and Literature Review sections in a research proposal ?  

A2. The Introduction or Background section in a research proposal sets the context of the study by describing the current scenario of the subject and identifying the gaps and need for the research. A Literature Review, on the other hand, provides references to all prior relevant literature to help corroborate the gaps identified and the research need.  

Q3. How long should a research proposal be?  

A3. Research proposal lengths vary with the evaluating authority like universities or committees and also the subject. Here’s a table that lists the typical research proposal lengths for a few universities.  

Q4. What are the common mistakes to avoid in a research proposal ?  

A4. Here are a few common mistakes that you must avoid while writing a research proposal . 7  

• No clear objectives: Objectives should be clear, specific, and measurable for the easy understanding among readers.  
• Incomplete or unconvincing background research: Background research usually includes a review of the current scenario of the particular industry and also a review of the previous literature on the subject. This helps readers understand your reasons for undertaking this research because you identified gaps in the existing research.  
• Overlooking project feasibility: The project scope and estimates should be realistic considering the resources and time available.   
• Neglecting the impact and significance of the study: In a research proposal , readers and evaluators look for the implications or significance of your research and how it contributes to the existing research. This information should always be included.  
• Unstructured format of a research proposal : A well-structured document gives confidence to evaluators that you have read the guidelines carefully and are well organized in your approach, consequently affirming that you will be able to undertake the research as mentioned in your proposal.  
• Ineffective writing style: The language used should be formal and grammatically correct. If required, editors could be consulted, including AI-based tools such as Paperpal , to refine the research proposal structure and language.  

Thus, a research proposal is an essential document that can help you promote your research and secure funds and grants for conducting your research. Consequently, it should be well written in clear language and include all essential details to convince the evaluators of your ability to conduct the research as proposed.  

This article has described all the important components of a research proposal and has also provided tips to improve your writing style. We hope all these tips will help you write a well-structured research proposal to ensure receipt of grants or any other purpose.  

References  

• Sudheesh K, Duggappa DR, Nethra SS. How to write a research proposal? Indian J Anaesth. 2016;60(9):631-634. Accessed July 15, 2024. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5037942/  
• Writing research proposals. Harvard College Office of Undergraduate Research and Fellowships. Harvard University. Accessed July 14, 2024. https://uraf.harvard.edu/apply-opportunities/app-components/essays/research-proposals  
• What is a research proposal? Plus how to write one. Indeed website. Accessed July 17, 2024. https://www.indeed.com/career-advice/career-development/research-proposal  
• Research proposal template. University of Rochester Medical Center. Accessed July 16, 2024. https://www.urmc.rochester.edu/MediaLibraries/URMCMedia/pediatrics/research/documents/Research-proposal-Template.pdf  
• Tips for successful proposal writing. Johns Hopkins University. Accessed July 17, 2024. https://research.jhu.edu/wp-content/uploads/2018/09/Tips-for-Successful-Proposal-Writing.pdf  
• Formal review of research proposals. Cornell University. Accessed July 18, 2024. https://irp.dpb.cornell.edu/surveys/survey-assessment-review-group/research-proposals  
• 7 Mistakes you must avoid in your research proposal. Aveksana (via LinkedIn). Accessed July 17, 2024. https://www.linkedin.com/pulse/7-mistakes-you-must-avoid-your-research-proposal-aveksana-cmtwf/  

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The future of academia: how ai tools are changing the way we do research, you may also like, the ai revolution: authors’ role in upholding academic..., the future of academia: how ai tools are..., how to choose a dissertation topic, how to write a phd research proposal, how to write an academic paragraph (step-by-step guide), five things authors need to know when using..., 7 best referencing tools and citation management software..., maintaining academic integrity with paperpal’s generative ai writing..., research funding basics: what should a grant proposal....

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Substance Use and Co-Occurring Mental Disorders

What does it mean to have substance use and co-occurring mental disorders.

Substance use disorder (SUD) is a treatable mental disorder that affects a person’s brain and behavior, leading to their inability to control their use of substances like legal or illegal drugs, alcohol, or medications. Symptoms can be moderate to severe, with addiction being the most severe form of SUD.

People with a SUD may also have other mental health disorders, and people with mental health disorders may also struggle with substance use. These other mental health disorders can include anxiety disorders , depression , attention-deficit hyperactivity disorder (ADHD) , bipolar disorder , personality disorders , and schizophrenia , among others. For more information, please see the National Institute on Drug Abuse (NIDA)  Common Comorbidities with Substance Use Disorders Research Report  .

Though people might have both a SUD and a mental disorder, that does not mean that one caused the other. Research suggests three possibilities that could explain why SUDs and other mental disorders may occur together:

• Common risk factors can contribute to both SUDs and other mental disorders. Both SUDs and other mental disorders can run in families, meaning certain genes may be a risk factor. Environmental factors, such as stress or trauma, can cause genetic changes that are passed down through generations and may contribute to the development of a mental disorder or a substance use disorder.
• Mental disorders can contribute to substance use and SUDs. Studies found that people with a mental disorder, such as anxiety, depression, or post-traumatic stress disorder (PTSD) , may use drugs or alcohol as a form of self-medication. However, although some drugs may temporarily help with some symptoms of mental disorders, they may make the symptoms worse over time. Additionally, brain changes in people with mental disorders may enhance the rewarding effects of substances, making it more likely they will continue to use the substance.
• Substance use and SUDs can contribute to the development of other mental disorders. Substance use may trigger changes in brain structure and function that make a person more likely to develop a mental disorder.

How are substance use disorder and co-occurring mental disorders diagnosed and treated?

When someone has a SUD and another mental health disorder, it is usually better to treat them at the same time rather than separately. People who need help for a SUD and other mental disorders should see a health care provider for each disorder. It can be challenging to make an accurate diagnosis because some symptoms are the same for both disorders, so the provider should use comprehensive assessment tools to reduce the chance of a missed diagnosis and provide the right treatment.

It also is essential that the provider tailor treatment, which may include behavioral therapies and medications, to an individual’s specific combination of disorders and symptoms. It should also take into account the person’s age, the misused substance, and the specific mental disorder(s). Talk to your health care provider to determine what treatment may be best for you and give the treatment time to work.

Behavioral therapies

Research has found several behavioral therapies that have promise for treating individuals with co-occurring substance use and mental disorders. Health care providers may recommend behavioral therapies alone or in combination with medications.

Some examples of effective behavioral therapies for adults with SUDs and different co-occurring mental disorders include:

• Cognitive behavioral therapy (CBT) is a type of talk therapy  aimed at helping people learn how to cope with difficult situations by challenging irrational thoughts and changing behaviors.
• Dialectical behavior therapy (DBT) uses concepts of mindfulness and acceptance or being aware of and attentive to the current situation and emotional state. DBT also teaches skills that can help control intense emotions, reduce self-destructive behaviors (such as suicide attempts, thoughts, or urges; self-harm; and drug use), and improve relationships.
• Assertive community treatment (ACT) is a form of community-based mental health care that emphasizes outreach to the community and an individualized treatment approach.
• Therapeutic communities (TC)    are a common form of long-term residential treatment that focuses on helping people develop new and healthier values, attitudes, and behaviors.
• Contingency management (CM) principles encourage healthy behaviors by offering vouchers or rewards for desired behaviors.

Behavioral therapies for children and adolescents

Some effective behavioral treatments for children and adolescents include:

• Brief strategic family therapy (BSFT) therapy targets family interactions thought to maintain or worsen adolescent SUDs and other co-occurring problem behaviors.
• Multidimensional family therapy (MDFT) works with the whole family to simultaneously address multiple and interacting adolescent problem behaviors, such as substance use, mental disorders, school problems, delinquency, and others.
• Multisystemic therapy (MST) targets key factors associated with serious antisocial behavior in children and adolescents with SUDs.

Medications

There are effective medications that treat opioid  , alcohol  , and nicotine addiction  and lessen the symptoms of many other mental disorders. Some medications may be useful in treating multiple disorders. For more information on behavioral treatments and medications for SUDs, visit NIDA’s Drug Facts  and Treatment  webpages. For more information about treatment for mental disorders, visit NIMH's Health Topics webpages.

How can I find help for substance use and co-occurring mental disorders?

To find mental health treatment services in your area, call the Substance Abuse and Mental Health Services Administration (SAMHSA) National Helpline at 1-800-662-HELP (4357), visit the SAMHSA online treatment locator  , or text your ZIP code to 435748.

For additional resources about finding help, visit:

NIMH's Help for Mental Illnesses page

National Cancer Institute’s Smokefree.gov  website, or call their smoking quitline at 1-877-44U-QUIT (1-877-448-7848)

If you or someone you know is struggling or having thoughts of suicide, call or text the 988 Suicide & Crisis Lifeline   at 988 or chat at 988lifeline.org   . In life-threatening situations, call 911.

How can I find a clinical trial for substance use and co-occurring mental disorders?

Clinical trials are research studies that look at new ways to prevent, detect, or treat diseases and conditions. The goal of clinical trials is to determine if a new test or treatment works and is safe. Although individuals may benefit from being part of a clinical trial, participants should be aware that the primary purpose of a clinical trial is to gain new scientific knowledge so that others may be better helped in the future.

Researchers at NIMH and around the country conduct many studies with patients and healthy volunteers. We have new and better treatment options today because of what clinical trials uncovered years ago. Be part of tomorrow’s medical breakthroughs. Talk to your health care provider about clinical trials, their benefits and risks, and whether one is right for you.

To learn more or find a study, visit:

• NIMH’s Clinical Trials webpage : Information about participating in clinical trials related to mental disorders
• Clinicaltrials.gov: Current studies on mental illness and substance misuse  : List of clinical trials funded by the National Institutes of Health (NIH) being conducted across the country

Where can I learn more about substance use and co-occurring disorders?

Brochures and other educational resources.

• National Institute on Alcohol Abuse and Alcoholism (NIAAA) Publications Order Form 
• NIDA: Parents and Educators 
• SAMHSA Publications and Digital Products 
• Alcohol Use Disorder  (also en español  )
• Drug Use and Addiction  (also en español  )
• Mental Health and Behavior  (also en español  )
• Opioids and Opioid Use Disorder   (also en español  )
• Risks of tobacco   (also en  español  )
• NIH Experts Discuss the Intersection of Suicide and Substance Use : Learn about common risk factors, populations at elevated risk, suicides by drug overdose, treatments, prevention, and resources for finding help.
• NIDA Common Physical and Mental Health Comorbidities with Substance Use Disorders Research Report 
• NIDA Tobacco, Nicotine, and E-Cigarettes Research Report 
• SAMHSA National Survey on Drug Use and Health 
• Suicide Deaths Are a Major Component of the Opioid Crisis that Must Be Addressed
• NIMH and the NIH HEAL Initiative: Collaborating to address the opioid epidemic
• NIMH’s Role in the NIH HEAL Initiative

Last reviewed: March 2024

Unless otherwise specified, the information on our website and in our publications is in the public domain and may be reused or copied without permission. However, you may not reuse or copy images. Please cite the National Institute of Mental Health as the source. Read our copyright policy to learn more about our guidelines for reusing NIMH content.

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• Knowledge Base

Methodology

• Survey Research | Definition, Examples & Methods

Survey Research | Definition, Examples & Methods

Published on August 20, 2019 by Shona McCombes . Revised on June 22, 2023.

Survey research means collecting information about a group of people by asking them questions and analyzing the results. To conduct an effective survey, follow these six steps:

• Determine who will participate in the survey
• Decide the type of survey (mail, online, or in-person)
• Design the survey questions and layout
• Distribute the survey
• Analyze the responses
• Write up the results

Surveys are a flexible method of data collection that can be used in many different types of research .

Table of contents

What are surveys used for, step 1: define the population and sample, step 2: decide on the type of survey, step 3: design the survey questions, step 4: distribute the survey and collect responses, step 5: analyze the survey results, step 6: write up the survey results, other interesting articles, frequently asked questions about surveys.

Surveys are used as a method of gathering data in many different fields. They are a good choice when you want to find out about the characteristics, preferences, opinions, or beliefs of a group of people.

Common uses of survey research include:

• Social research : investigating the experiences and characteristics of different social groups
• Market research : finding out what customers think about products, services, and companies
• Health research : collecting data from patients about symptoms and treatments
• Politics : measuring public opinion about parties and policies
• Psychology : researching personality traits, preferences and behaviours

Surveys can be used in both cross-sectional studies , where you collect data just once, and in longitudinal studies , where you survey the same sample several times over an extended period.

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See an example

Before you start conducting survey research, you should already have a clear research question that defines what you want to find out. Based on this question, you need to determine exactly who you will target to participate in the survey.

Populations

The target population is the specific group of people that you want to find out about. This group can be very broad or relatively narrow. For example:

• The population of Brazil
• US college students
• Second-generation immigrants in the Netherlands
• Customers of a specific company aged 18-24
• British transgender women over the age of 50

Your survey should aim to produce results that can be generalized to the whole population. That means you need to carefully define exactly who you want to draw conclusions about.

Several common research biases can arise if your survey is not generalizable, particularly sampling bias and selection bias . The presence of these biases have serious repercussions for the validity of your results.

It’s rarely possible to survey the entire population of your research – it would be very difficult to get a response from every person in Brazil or every college student in the US. Instead, you will usually survey a sample from the population.

The sample size depends on how big the population is. You can use an online sample calculator to work out how many responses you need.

There are many sampling methods that allow you to generalize to broad populations. In general, though, the sample should aim to be representative of the population as a whole. The larger and more representative your sample, the more valid your conclusions. Again, beware of various types of sampling bias as you design your sample, particularly self-selection bias , nonresponse bias , undercoverage bias , and survivorship bias .

There are two main types of survey:

• A questionnaire , where a list of questions is distributed by mail, online or in person, and respondents fill it out themselves.
• An interview , where the researcher asks a set of questions by phone or in person and records the responses.

Which type you choose depends on the sample size and location, as well as the focus of the research.

Questionnaires

Sending out a paper survey by mail is a common method of gathering demographic information (for example, in a government census of the population).

• You can easily access a large sample.
• You have some control over who is included in the sample (e.g. residents of a specific region).
• The response rate is often low, and at risk for biases like self-selection bias .

Online surveys are a popular choice for students doing dissertation research , due to the low cost and flexibility of this method. There are many online tools available for constructing surveys, such as SurveyMonkey and Google Forms .

• You can quickly access a large sample without constraints on time or location.
• The data is easy to process and analyze.
• The anonymity and accessibility of online surveys mean you have less control over who responds, which can lead to biases like self-selection bias .

If your research focuses on a specific location, you can distribute a written questionnaire to be completed by respondents on the spot. For example, you could approach the customers of a shopping mall or ask all students to complete a questionnaire at the end of a class.

• You can screen respondents to make sure only people in the target population are included in the sample.
• You can collect time- and location-specific data (e.g. the opinions of a store’s weekday customers).
• The sample size will be smaller, so this method is less suitable for collecting data on broad populations and is at risk for sampling bias .

Oral interviews are a useful method for smaller sample sizes. They allow you to gather more in-depth information on people’s opinions and preferences. You can conduct interviews by phone or in person.

• You have personal contact with respondents, so you know exactly who will be included in the sample in advance.
• You can clarify questions and ask for follow-up information when necessary.
• The lack of anonymity may cause respondents to answer less honestly, and there is more risk of researcher bias.

Like questionnaires, interviews can be used to collect quantitative data: the researcher records each response as a category or rating and statistically analyzes the results. But they are more commonly used to collect qualitative data : the interviewees’ full responses are transcribed and analyzed individually to gain a richer understanding of their opinions and feelings.

Next, you need to decide which questions you will ask and how you will ask them. It’s important to consider:

• The type of questions
• The content of the questions
• The phrasing of the questions
• The ordering and layout of the survey

Open-ended vs closed-ended questions

There are two main forms of survey questions: open-ended and closed-ended. Many surveys use a combination of both.

Closed-ended questions give the respondent a predetermined set of answers to choose from. A closed-ended question can include:

• A binary answer (e.g. yes/no or agree/disagree )
• A scale (e.g. a Likert scale with five points ranging from strongly agree to strongly disagree )
• A list of options with a single answer possible (e.g. age categories)
• A list of options with multiple answers possible (e.g. leisure interests)

Closed-ended questions are best for quantitative research . They provide you with numerical data that can be statistically analyzed to find patterns, trends, and correlations .

Open-ended questions are best for qualitative research. This type of question has no predetermined answers to choose from. Instead, the respondent answers in their own words.

Open questions are most common in interviews, but you can also use them in questionnaires. They are often useful as follow-up questions to ask for more detailed explanations of responses to the closed questions.

The content of the survey questions

To ensure the validity and reliability of your results, you need to carefully consider each question in the survey. All questions should be narrowly focused with enough context for the respondent to answer accurately. Avoid questions that are not directly relevant to the survey’s purpose.

When constructing closed-ended questions, ensure that the options cover all possibilities. If you include a list of options that isn’t exhaustive, you can add an “other” field.

Phrasing the survey questions

In terms of language, the survey questions should be as clear and precise as possible. Tailor the questions to your target population, keeping in mind their level of knowledge of the topic. Avoid jargon or industry-specific terminology.

Survey questions are at risk for biases like social desirability bias , the Hawthorne effect , or demand characteristics . It’s critical to use language that respondents will easily understand, and avoid words with vague or ambiguous meanings. Make sure your questions are phrased neutrally, with no indication that you’d prefer a particular answer or emotion.

Ordering the survey questions

The questions should be arranged in a logical order. Start with easy, non-sensitive, closed-ended questions that will encourage the respondent to continue.

If the survey covers several different topics or themes, group together related questions. You can divide a questionnaire into sections to help respondents understand what is being asked in each part.

If a question refers back to or depends on the answer to a previous question, they should be placed directly next to one another.

Prevent plagiarism. Run a free check.

Before you start, create a clear plan for where, when, how, and with whom you will conduct the survey. Determine in advance how many responses you require and how you will gain access to the sample.

When you are satisfied that you have created a strong research design suitable for answering your research questions, you can conduct the survey through your method of choice – by mail, online, or in person.

There are many methods of analyzing the results of your survey. First you have to process the data, usually with the help of a computer program to sort all the responses. You should also clean the data by removing incomplete or incorrectly completed responses.

If you asked open-ended questions, you will have to code the responses by assigning labels to each response and organizing them into categories or themes. You can also use more qualitative methods, such as thematic analysis , which is especially suitable for analyzing interviews.

Statistical analysis is usually conducted using programs like SPSS or Stata. The same set of survey data can be subject to many analyses.

Finally, when you have collected and analyzed all the necessary data, you will write it up as part of your thesis, dissertation , or research paper .

In the methodology section, you describe exactly how you conducted the survey. You should explain the types of questions you used, the sampling method, when and where the survey took place, and the response rate. You can include the full questionnaire as an appendix and refer to it in the text if relevant.

Then introduce the analysis by describing how you prepared the data and the statistical methods you used to analyze it. In the results section, you summarize the key results from your analysis.

In the discussion and conclusion , you give your explanations and interpretations of these results, answer your research question, and reflect on the implications and limitations of the research.

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

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analyzing data from people using questionnaires.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviors. It is made up of 4 or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with 5 or 7 possible responses, to capture their degree of agreement.

Individual Likert-type questions are generally considered ordinal data , because the items have clear rank order, but don’t have an even distribution.

Overall Likert scale scores are sometimes treated as interval data. These scores are considered to have directionality and even spacing between them.

The type of data determines what statistical tests you should use to analyze your data.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your sampling methods or criteria for selecting subjects
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

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