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Sampling Methods | Types, Techniques & Examples

Published on September 19, 2019 by Shona McCombes . Revised on June 22, 2023.

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. This is called a sampling method . There are two primary types of sampling methods that you can use in your research:

  • Probability sampling involves random selection, allowing you to make strong statistical inferences about the whole group.
  • 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, as well as how you approached minimizing research bias in your work.

Table of contents

Population vs. sample, probability sampling methods, non-probability sampling methods, other interesting articles, 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, or many other characteristics.

Population vs sample

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. A lack of a representative sample affects the validity of your results, and can lead to several research biases , particularly sampling bias .

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).

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.

Probability sampling

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.

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.

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 identity, 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.

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.

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.

Non probability sampling

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 generalizable results. Convenience samples are at risk for both sampling bias and selection bias .

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, leading to self-selection bias .

3. Purposive sampling

This type of 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. Always make sure to describe your inclusion and exclusion criteria and beware of observer bias affecting your arguments.

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. The downside here is also representativeness, as you have no way of knowing how representative your sample is due to the reliance on participants recruiting others. This can lead to sampling bias .

5. Quota sampling

Quota sampling relies on the non-random selection of a predetermined number or proportion of units. This is called a quota.

You first divide the population into mutually exclusive subgroups (called strata) and then recruit sample units until you reach your quota. These units share specific characteristics, determined by you prior to forming your strata. The aim of quota sampling is to control what or who makes up your sample.

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 sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

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

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 .

In multistage sampling , or multistage cluster sampling, you draw a sample from a population using smaller and smaller groups at each stage.

This method is often used to collect data from a large, geographically spread group of people in national surveys, for example. You take advantage of hierarchical groupings (e.g., from state to city to neighborhood) to create a sample that’s less expensive and time-consuming to collect data from.

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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3.4 Sampling Techniques in Quantitative Research

Target population.

The target population includes the people the researcher is interested in conducting the research and generalizing the findings on. 40 For example, if certain researchers are interested in vaccine-preventable diseases in children five years and younger in Australia. The target population will be all children aged 0–5 years residing in Australia. The actual population is a subset of the target population from which the sample is drawn, e.g. children aged 0–5 years living in the capital cities in Australia. The sample is the people chosen for the study from the actual population (Figure 3.9). The sampling process involves choosing people, and it is distinct from the sample. 40 In quantitative research, the sample must accurately reflect the target population, be free from bias in terms of selection, and be large enough to validate or reject the study hypothesis with statistical confidence and minimise random error. 2

research sampling techniques quantitative

Sampling techniques

Sampling in quantitative research is a critical component that involves selecting a representative subset of individuals or cases from a larger population and often employs sampling techniques based on probability theory. 41 The goal of sampling is to obtain a sample that is large enough and representative of the target population. Examples of probability sampling techniques include simple random sampling, stratified random sampling, systematic random sampling and cluster sampling ( shown below ). 2 The key feature of probability techniques is that they involve randomization. There are two main characteristics of probability sampling. All individuals of a population are accessible to the researcher (theoretically), and there is an equal chance that each person in the population will be chosen to be part of the study sample. 41 While quantitative research often uses sampling techniques based on probability theory, some non-probability techniques may occasionally be utilised in healthcare research. 42 Non-probability sampling methods are commonly used in qualitative research. These include purposive, convenience, theoretical and snowballing and have been discussed in detail in chapter 4.

Sample size calculation

In order to enable comparisons with some level of established statistical confidence, quantitative research needs an acceptable sample size. 2 The sample size is the most crucial factor for reliability (reproducibility) in quantitative research. It is important for a study to be powered – the likelihood of identifying a difference if it exists in reality. 2 Small sample-sized studies are more likely to be underpowered, and results from small samples are more likely to be prone to random error. 2 The formula for sample size calculation varies with the study design and the research hypothesis. 2 There are numerous formulae for sample size calculations, but such details are beyond the scope of this book. For further readings, please consult the biostatistics textbook by Hirsch RP, 2021. 43 However, we will introduce a simple formula for calculating sample size for cross-sectional studies with prevalence as the outcome. 2

research sampling techniques quantitative

z   is the statistical confidence; therefore,  z = 1.96 translates to 95% confidence; z = 1.68 translates to 90% confidence

p = Expected prevalence (of health condition of interest)

d = Describes intended precision; d = 0.1 means that the estimate falls +/-10 percentage points of true prevalence with the considered confidence. (e.g. for a prevalence of 40% (0.4), if d=.1, then the estimate will fall between 30% and 50% (0.3 to 0.5).

Example: A district medical officer seeks to estimate the proportion of children in the district receiving appropriate childhood vaccinations. Assuming a simple random sample of a community is to be selected, how many children must be studied if the resulting estimate is to fall within 10% of the true proportion with 95% confidence? It is expected that approximately 50% of the children receive vaccinations

research sampling techniques quantitative

z = 1.96 (95% confidence)

d = 10% = 10/ 100 = 0.1 (estimate to fall within 10%)

p = 50% = 50/ 100 = 0.5

Now we can enter the values into the formula

research sampling techniques quantitative

Given that people cannot be reported in decimal points, it is important to round up to the nearest whole number.

An Introduction to Research Methods for Undergraduate Health Profession Students Copyright © 2023 by Faith Alele and Bunmi Malau-Aduli is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

research sampling techniques quantitative

Sampling Methods & Strategies 101

Everything you need to know (including examples)

By: Derek Jansen (MBA) | Expert Reviewed By: Kerryn Warren (PhD) | January 2023

If you’re new to research, sooner or later you’re bound to wander into the intimidating world of sampling methods and strategies. If you find yourself on this page, chances are you’re feeling a little overwhelmed or confused. Fear not – in this post we’ll unpack sampling in straightforward language , along with loads of examples .

Overview: Sampling Methods & Strategies

  • What is sampling in a research context?
  • The two overarching approaches

Simple random sampling

Stratified random sampling, cluster sampling, systematic sampling, purposive sampling, convenience sampling, snowball sampling.

  • How to choose the right sampling method

What (exactly) is sampling?

At the simplest level, sampling (within a research context) is the process of selecting a subset of participants from a larger group . For example, if your research involved assessing US consumers’ perceptions about a particular brand of laundry detergent, you wouldn’t be able to collect data from every single person that uses laundry detergent (good luck with that!) – but you could potentially collect data from a smaller subset of this group.

In technical terms, the larger group is referred to as the population , and the subset (the group you’ll actually engage with in your research) is called the sample . Put another way, you can look at the population as a full cake and the sample as a single slice of that cake. In an ideal world, you’d want your sample to be perfectly representative of the population, as that would allow you to generalise your findings to the entire population. In other words, you’d want to cut a perfect cross-sectional slice of cake, such that the slice reflects every layer of the cake in perfect proportion.

Achieving a truly representative sample is, unfortunately, a little trickier than slicing a cake, as there are many practical challenges and obstacles to achieving this in a real-world setting. Thankfully though, you don’t always need to have a perfectly representative sample – it all depends on the specific research aims of each study – so don’t stress yourself out about that just yet!

With the concept of sampling broadly defined, let’s look at the different approaches to sampling to get a better understanding of what it all looks like in practice.

research sampling techniques quantitative

The two overarching sampling approaches

At the highest level, there are two approaches to sampling: probability sampling and non-probability sampling . Within each of these, there are a variety of sampling methods , which we’ll explore a little later.

Probability sampling involves selecting participants (or any unit of interest) on a statistically random basis , which is why it’s also called “random sampling”. In other words, the selection of each individual participant is based on a pre-determined process (not the discretion of the researcher). As a result, this approach achieves a random sample.

Probability-based sampling methods are most commonly used in quantitative research , especially when it’s important to achieve a representative sample that allows the researcher to generalise their findings.

Non-probability sampling , on the other hand, refers to sampling methods in which the selection of participants is not statistically random . In other words, the selection of individual participants is based on the discretion and judgment of the researcher, rather than on a pre-determined process.

Non-probability sampling methods are commonly used in qualitative research , where the richness and depth of the data are more important than the generalisability of the findings.

If that all sounds a little too conceptual and fluffy, don’t worry. Let’s take a look at some actual sampling methods to make it more tangible.

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research sampling techniques quantitative

Probability-based sampling methods

First, we’ll look at four common probability-based (random) sampling methods:

Importantly, this is not a comprehensive list of all the probability sampling methods – these are just four of the most common ones. So, if you’re interested in adopting a probability-based sampling approach, be sure to explore all the options.

Simple random sampling involves selecting participants in a completely random fashion , where each participant has an equal chance of being selected. Basically, this sampling method is the equivalent of pulling names out of a hat , except that you can do it digitally. For example, if you had a list of 500 people, you could use a random number generator to draw a list of 50 numbers (each number, reflecting a participant) and then use that dataset as your sample.

Thanks to its simplicity, simple random sampling is easy to implement , and as a consequence, is typically quite cheap and efficient . Given that the selection process is completely random, the results can be generalised fairly reliably. However, this also means it can hide the impact of large subgroups within the data, which can result in minority subgroups having little representation in the results – if any at all. To address this, one needs to take a slightly different approach, which we’ll look at next.

Stratified random sampling is similar to simple random sampling, but it kicks things up a notch. As the name suggests, stratified sampling involves selecting participants randomly , but from within certain pre-defined subgroups (i.e., strata) that share a common trait . For example, you might divide the population into strata based on gender, ethnicity, age range or level of education, and then select randomly from each group.

The benefit of this sampling method is that it gives you more control over the impact of large subgroups (strata) within the population. For example, if a population comprises 80% males and 20% females, you may want to “balance” this skew out by selecting a random sample from an equal number of males and females. This would, of course, reduce the representativeness of the sample, but it would allow you to identify differences between subgroups. So, depending on your research aims, the stratified approach could work well.

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Next on the list is cluster sampling. As the name suggests, this sampling method involves sampling from naturally occurring, mutually exclusive clusters within a population – for example, area codes within a city or cities within a country. Once the clusters are defined, a set of clusters are randomly selected and then a set of participants are randomly selected from each cluster.

Now, you’re probably wondering, “how is cluster sampling different from stratified random sampling?”. Well, let’s look at the previous example where each cluster reflects an area code in a given city.

With cluster sampling, you would collect data from clusters of participants in a handful of area codes (let’s say 5 neighbourhoods). Conversely, with stratified random sampling, you would need to collect data from all over the city (i.e., many more neighbourhoods). You’d still achieve the same sample size either way (let’s say 200 people, for example), but with stratified sampling, you’d need to do a lot more running around, as participants would be scattered across a vast geographic area. As a result, cluster sampling is often the more practical and economical option.

If that all sounds a little mind-bending, you can use the following general rule of thumb. If a population is relatively homogeneous , cluster sampling will often be adequate. Conversely, if a population is quite heterogeneous (i.e., diverse), stratified sampling will generally be more appropriate.

The last probability sampling method we’ll look at is systematic sampling. This method simply involves selecting participants at a set interval , starting from a random point .

For example, if you have a list of students that reflects the population of a university, you could systematically sample that population by selecting participants at an interval of 8 . In other words, you would randomly select a starting point – let’s say student number 40 – followed by student 48, 56, 64, etc.

What’s important with systematic sampling is that the population list you select from needs to be randomly ordered . If there are underlying patterns in the list (for example, if the list is ordered by gender, IQ, age, etc.), this will result in a non-random sample, which would defeat the purpose of adopting this sampling method. Of course, you could safeguard against this by “shuffling” your population list using a random number generator or similar tool.

Systematic sampling simply involves selecting participants at a set interval (e.g., every 10th person), starting from a random point.

Non-probability-based sampling methods

Right, now that we’ve looked at a few probability-based sampling methods, let’s look at three non-probability methods :

Again, this is not an exhaustive list of all possible sampling methods, so be sure to explore further if you’re interested in adopting a non-probability sampling approach.

First up, we’ve got purposive sampling – also known as judgment , selective or subjective sampling. Again, the name provides some clues, as this method involves the researcher selecting participants using his or her own judgement , based on the purpose of the study (i.e., the research aims).

For example, suppose your research aims were to understand the perceptions of hyper-loyal customers of a particular retail store. In that case, you could use your judgement to engage with frequent shoppers, as well as rare or occasional shoppers, to understand what judgements drive the two behavioural extremes .

Purposive sampling is often used in studies where the aim is to gather information from a small population (especially rare or hard-to-find populations), as it allows the researcher to target specific individuals who have unique knowledge or experience . Naturally, this sampling method is quite prone to researcher bias and judgement error, and it’s unlikely to produce generalisable results, so it’s best suited to studies where the aim is to go deep rather than broad .

Purposive sampling involves the researcher selecting participants using their own judgement, based on the purpose of the study.

Next up, we have convenience sampling. As the name suggests, with this method, participants are selected based on their availability or accessibility . In other words, the sample is selected based on how convenient it is for the researcher to access it, as opposed to using a defined and objective process.

Naturally, convenience sampling provides a quick and easy way to gather data, as the sample is selected based on the individuals who are readily available or willing to participate. This makes it an attractive option if you’re particularly tight on resources and/or time. However, as you’d expect, this sampling method is unlikely to produce a representative sample and will of course be vulnerable to researcher bias , so it’s important to approach it with caution.

Last but not least, we have the snowball sampling method. This method relies on referrals from initial participants to recruit additional participants. In other words, the initial subjects form the first (small) snowball and each additional subject recruited through referral is added to the snowball, making it larger as it rolls along .

Snowball sampling is often used in research contexts where it’s difficult to identify and access a particular population. For example, people with a rare medical condition or members of an exclusive group. It can also be useful in cases where the research topic is sensitive or taboo and people are unlikely to open up unless they’re referred by someone they trust.

Simply put, snowball sampling is ideal for research that involves reaching hard-to-access populations . But, keep in mind that, once again, it’s a sampling method that’s highly prone to researcher bias and is unlikely to produce a representative sample. So, make sure that it aligns with your research aims and questions before adopting this method.

How to choose a sampling method

Now that we’ve looked at a few popular sampling methods (both probability and non-probability based), the obvious question is, “ how do I choose the right sampling method for my study?”. When selecting a sampling method for your research project, you’ll need to consider two important factors: your research aims and your resources .

As with all research design and methodology choices, your sampling approach needs to be guided by and aligned with your research aims, objectives and research questions – in other words, your golden thread. Specifically, you need to consider whether your research aims are primarily concerned with producing generalisable findings (in which case, you’ll likely opt for a probability-based sampling method) or with achieving rich , deep insights (in which case, a non-probability-based approach could be more practical). Typically, quantitative studies lean toward the former, while qualitative studies aim for the latter, so be sure to consider your broader methodology as well.

The second factor you need to consider is your resources and, more generally, the practical constraints at play. If, for example, you have easy, free access to a large sample at your workplace or university and a healthy budget to help you attract participants, that will open up multiple options in terms of sampling methods. Conversely, if you’re cash-strapped, short on time and don’t have unfettered access to your population of interest, you may be restricted to convenience or referral-based methods.

In short, be ready for trade-offs – you won’t always be able to utilise the “perfect” sampling method for your study, and that’s okay. Much like all the other methodological choices you’ll make as part of your study, you’ll often need to compromise and accept practical trade-offs when it comes to sampling. Don’t let this get you down though – as long as your sampling choice is well explained and justified, and the limitations of your approach are clearly articulated, you’ll be on the right track.

research sampling techniques quantitative

Let’s recap…

In this post, we’ve covered the basics of sampling within the context of a typical research project.

  • Sampling refers to the process of defining a subgroup (sample) from the larger group of interest (population).
  • The two overarching approaches to sampling are probability sampling (random) and non-probability sampling .
  • Common probability-based sampling methods include simple random sampling, stratified random sampling, cluster sampling and systematic sampling.
  • Common non-probability-based sampling methods include purposive sampling, convenience sampling and snowball sampling.
  • When choosing a sampling method, you need to consider your research aims , objectives and questions, as well as your resources and other practical constraints .

If you’d like to see an example of a sampling strategy in action, be sure to check out our research methodology chapter sample .

Last but not least, if you need hands-on help with your sampling (or any other aspect of your research), take a look at our 1-on-1 coaching service , where we guide you through each step of the research process, at your own pace.

research sampling techniques quantitative

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Excellent and helpful for junior researcher!

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Grad Coach tutorials are excellent – I recommend them to everyone doing research. I will be working with a sample of imprisoned women and now have a much clearer idea concerning sampling. Thank you to all at Grad Coach for generously sharing your expertise with students.

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Instant insights, infinite possibilities

An overview of sampling methods

Last updated

27 February 2023

Reviewed by

Cathy Heath

When researching perceptions or attributes of a product, service, or people, you have two options:

Survey every person in your chosen group (the target market, or population), collate your responses, and reach your conclusions.

Select a smaller group from within your target market and use their answers to represent everyone. This option is sampling .

Sampling saves you time and money. When you use the sampling method, the whole population being studied is called the sampling frame .

The sample you choose should represent your target market, or the sampling frame, well enough to do one of the following:

Generalize your findings across the sampling frame and use them as though you had surveyed everyone

Use the findings to decide on your next step, which might involve more in-depth sampling

Make research less tedious

Dovetail streamlines research to help you uncover and share actionable insights

How was sampling developed?

Valery Glivenko and Francesco Cantelli, two mathematicians studying probability theory in the early 1900s, devised the sampling method. Their research showed that a properly chosen sample of people would reflect the larger group’s status, opinions, decisions, and decision-making steps.

They proved you don't need to survey the entire target market, thereby saving the rest of us a lot of time and money.

  • Why is sampling important?

We’ve already touched on the fact that sampling saves you time and money. When you get reliable results quickly, you can act on them sooner. And the money you save can pay for something else.

It’s often easier to survey a sample than a whole population. Sample inferences can be more reliable than those you get from a very large group because you can choose your samples carefully and scientifically.

Sampling is also useful because it is often impossible to survey the entire population. You probably have no choice but to collect only a sample in the first place.

Because you’re working with fewer people, you can collect richer data, which makes your research more accurate. You can:

Ask more questions

Go into more detail

Seek opinions instead of just collecting facts

Observe user behaviors

Double-check your findings if you need to

In short, sampling works! Let's take a look at the most common sampling methods.

  • Types of sampling methods

There are two main sampling methods: probability sampling and non-probability sampling. These can be further refined, which we'll cover shortly. You can then decide which approach best suits your research project.

Probability sampling method

Probability sampling is used in quantitative research , so it provides data on the survey topic in terms of numbers. Probability relates to mathematics, hence the name ‘quantitative research’. Subjects are asked questions like:

How many boxes of candy do you buy at one time?

How often do you shop for candy?

How much would you pay for a box of candy?

This method is also called random sampling because everyone in the target market has an equal chance of being chosen for the survey. It is designed to reduce sampling error for the most important variables. You should, therefore, get results that fairly reflect the larger population.

Non-probability sampling method

In this method, not everyone has an equal chance of being part of the sample. It's usually easier (and cheaper) to select people for the sample group. You choose people who are more likely to be involved in or know more about the topic you’re researching.

Non-probability sampling is used for qualitative research. Qualitative data is generated by questions like:

Where do you usually shop for candy (supermarket, gas station, etc.?)

Which candy brand do you usually buy?

Why do you like that brand?

  • Probability sampling methods

Here are five ways of doing probability sampling:

Simple random sampling (basic probability sampling)

Systematic sampling

Stratified sampling.

Cluster sampling

Multi-stage sampling

Simple random sampling.

There are three basic steps to simple random sampling:

Choose your sampling frame.

Decide on your sample size. Make sure it is large enough to give you reliable data.

Randomly choose your sample participants.

You could put all their names in a hat, shake the hat to mix the names, and pull out however many names you want in your sample (without looking!)

You could be more scientific by giving each participant a number and then using a random number generator program to choose the numbers.

Instead of choosing names or numbers, you decide beforehand on a selection method. For example, collect all the names in your sampling frame and start at, for example, the fifth person on the list, then choose every fourth name or every tenth name. Alternatively, you could choose everyone whose last name begins with randomly-selected initials, such as A, G, or W.

Choose your system of selecting names, and away you go.

This is a more sophisticated way to choose your sample. You break the sampling frame down into important subgroups or strata . Then, decide how many you want in your sample, and choose an equal number (or a proportionate number) from each subgroup.

For example, you want to survey how many people in a geographic area buy candy, so you compile a list of everyone in that area. You then break that list down into, for example, males and females, then into pre-teens, teenagers, young adults, senior citizens, etc. who are male or female.

So, if there are 1,000 young male adults and 2,000 young female adults in the whole sampling frame, you may want to choose 100 males and 200 females to keep the proportions balanced. You then choose the individual survey participants through the systematic sampling method.

Clustered sampling

This method is used when you want to subdivide a sample into smaller groups or clusters that are geographically or organizationally related.

Let’s say you’re doing quantitative research into candy sales. You could choose your sample participants from urban, suburban, or rural populations. This would give you three geographic clusters from which to select your participants.

This is a more refined way of doing cluster sampling. Let’s say you have your urban cluster, which is your primary sampling unit. You can subdivide this into a secondary sampling unit, say, participants who typically buy their candy in supermarkets. You could then further subdivide this group into your ultimate sampling unit. Finally, you select the actual survey participants from this unit.

  • Uses of probability sampling

Probability sampling has three main advantages:

It helps minimizes the likelihood of sampling bias. How you choose your sample determines the quality of your results. Probability sampling gives you an unbiased, randomly selected sample of your target market.

It allows you to create representative samples and subgroups within a sample out of a large or diverse target market.

It lets you use sophisticated statistical methods to select as close to perfect samples as possible.

  • Non-probability sampling methods

To recap, with non-probability sampling, you choose people for your sample in a non-random way, so not everyone in your sampling frame has an equal chance of being chosen. Your research findings, therefore, may not be as representative overall as probability sampling, but you may not want them to be.

Sampling bias is not a concern if all potential survey participants share similar traits. For example, you may want to specifically focus on young male adults who spend more than others on candy. In addition, it is usually a cheaper and quicker method because you don't have to work out a complex selection system that represents the entire population in that community.

Researchers do need to be mindful of carefully considering the strengths and limitations of each method before selecting a sampling technique.

Non-probability sampling is best for exploratory research , such as at the beginning of a research project.

There are five main types of non-probability sampling methods:

Convenience sampling

Purposive sampling, voluntary response sampling, snowball sampling, quota sampling.

The strategy of convenience sampling is to choose your sample quickly and efficiently, using the least effort, usually to save money.

Let's say you want to survey the opinions of 100 millennials about a particular topic. You could send out a questionnaire over the social media platforms millennials use. Ask respondents to confirm their birth year at the top of their response sheet and, when you have your 100 responses, begin your analysis. Or you could visit restaurants and bars where millennials spend their evenings and sign people up.

A drawback of convenience sampling is that it may not yield results that apply to a broader population.

This method relies on your judgment to choose the most likely sample to deliver the most useful results. You must know enough about the survey goals and the sampling frame to choose the most appropriate sample respondents.

Your knowledge and experience save you time because you know your ideal sample candidates, so you should get high-quality results.

This method is similar to convenience sampling, but it is based on potential sample members volunteering rather than you looking for people.

You make it known you want to do a survey on a particular topic for a particular reason and wait until enough people volunteer. Then you give them the questionnaire or arrange interviews to ask your questions directly.

Snowball sampling involves asking selected participants to refer others who may qualify for the survey. This method is best used when there is no sampling frame available. It is also useful when the researcher doesn’t know much about the target population.

Let's say you want to research a niche topic that involves people who may be difficult to locate. For our candy example, this could be young males who buy a lot of candy, go rock climbing during the day, and watch adventure movies at night. You ask each participant to name others they know who do the same things, so you can contact them. As you make contact with more people, your sample 'snowballs' until you have all the names you need.

This sampling method involves collecting the specific number of units (quotas) from your predetermined subpopulations. Quota sampling is a way of ensuring that your sample accurately represents the sampling frame.

  • Uses of non-probability sampling

You can use non-probability sampling when you:

Want to do a quick test to see if a more detailed and sophisticated survey may be worthwhile

Want to explore an idea to see if it 'has legs'

Launch a pilot study

Do some initial qualitative research

Have little time or money available (half a loaf is better than no bread at all)

Want to see if the initial results will help you justify a longer, more detailed, and more expensive research project

  • The main types of sampling bias, and how to avoid them

Sampling bias can fog or limit your research results. This will have an impact when you generalize your results across the whole target market. The two main causes of sampling bias are faulty research design and poor data collection or recording. They can affect probability and non-probability sampling.

Faulty research

If a surveyor chooses participants inappropriately, the results will not reflect the population as a whole.

A famous example is the 1948 presidential race. A telephone survey was conducted to see which candidate had more support. The problem with the research design was that, in 1948, most people with telephones were wealthy, and their opinions were very different from voters as a whole. The research implied Dewey would win, but it was Truman who became president.

Poor data collection or recording

This problem speaks for itself. The survey may be well structured, the sample groups appropriate, the questions clear and easy to understand, and the cluster sizes appropriate. But if surveyors check the wrong boxes when they get an answer or if the entire subgroup results are lost, the survey results will be biased.

How do you minimize bias in sampling?

 To get results you can rely on, you must:

Know enough about your target market

Choose one or more sample surveys to cover the whole target market properly

Choose enough people in each sample so your results mirror your target market

Have content validity . This means the content of your questions must be direct and efficiently worded. If it isn’t, the viability of your survey could be questioned. That would also be a waste of time and money, so make the wording of your questions your top focus.

If using probability sampling, make sure your sampling frame includes everyone it should and that your random sampling selection process includes the right proportion of the subgroups

If using non-probability sampling, focus on fairness, equality, and completeness in identifying your samples and subgroups. Then balance those criteria against simple convenience or other relevant factors.

What are the five types of sampling bias?

Self-selection bias. If you mass-mail questionnaires to everyone in the sample, you’re more likely to get results from people with extrovert or activist personalities and not from introverts or pragmatists. So if your convenience sampling focuses on getting your quota responses quickly, it may be skewed.

Non-response bias. Unhappy customers, stressed-out employees, or other sub-groups may not want to cooperate or they may pull out early.

Undercoverage bias. If your survey is done, say, via email or social media platforms, it will miss people without internet access, such as those living in rural areas, the elderly, or lower-income groups.

Survivorship bias. Unsuccessful people are less likely to take part. Another example may be a researcher excluding results that don’t support the overall goal. If the CEO wants to tell the shareholders about a successful product or project at the AGM, some less positive survey results may go “missing” (to take an extreme example.) The result is that your data will reflect an overly optimistic representation of the truth.

Pre-screening bias. If the researcher, whose experience and knowledge are being used to pre-select respondents in a judgmental sampling, focuses more on convenience than judgment, the results may be compromised.

How do you minimize sampling bias?

Focus on the bullet points in the next section and:

Make survey questionnaires as direct, easy, short, and available as possible, so participants are more likely to complete them accurately and send them back

Follow up with the people who have been selected but have not returned their responses

Ignore any pressure that may produce bias

  • How do you decide on the type of sampling to use?

Use the ideas you've gleaned from this article to give yourself a platform, then choose the best method to meet your goals while staying within your time and cost limits.

If it isn't obvious which method you should choose, use this strategy:

Clarify your research goals

Clarify how accurate your research results must be to reach your goals

Evaluate your goals against time and budget

List the two or three most obvious sampling methods that will work for you

Confirm the availability of your resources (researchers, computer time, etc.)

Compare each of the possible methods with your goals, accuracy, precision, resource, time, and cost constraints

Make your decision

  • The takeaway

Effective market research is the basis of successful marketing, advertising, and future productivity. By selecting the most appropriate sampling methods, you will collect the most useful market data and make the most effective decisions.

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  • v.61(5); Sep-Oct 2016

Methodology Series Module 5: Sampling Strategies

Maninder singh setia.

Epidemiologist, MGM Institute of Health Sciences, Navi Mumbai, Maharashtra, India

Once the research question and the research design have been finalised, it is important to select the appropriate sample for the study. The method by which the researcher selects the sample is the ‘ Sampling Method’. There are essentially two types of sampling methods: 1) probability sampling – based on chance events (such as random numbers, flipping a coin etc.); and 2) non-probability sampling – based on researcher's choice, population that accessible & available. Some of the non-probability sampling methods are: purposive sampling, convenience sampling, or quota sampling. Random sampling method (such as simple random sample or stratified random sample) is a form of probability sampling. It is important to understand the different sampling methods used in clinical studies and mention this method clearly in the manuscript. The researcher should not misrepresent the sampling method in the manuscript (such as using the term ‘ random sample’ when the researcher has used convenience sample). The sampling method will depend on the research question. For instance, the researcher may want to understand an issue in greater detail for one particular population rather than worry about the ‘ generalizability’ of these results. In such a scenario, the researcher may want to use ‘ purposive sampling’ for the study.

Introduction

The purpose of this section is to discuss various sampling methods used in research. After finalizing the research question and the research design, it is important to select the appropriate sample for the study. The method by which the researcher selects the sample is the “Sampling Method” [ Figure 1 ].

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Flowchart from “Universe” to “Sampling Method”

Why do we need to sample?

Let us answer this research question: What is the prevalence of HIV in the adult Indian population?

The best response to this question will be obtained when we test every adult Indian for HIV. However, this is logistically difficult, time consuming, expensive, and difficult for a single researcher – do not forget about ethics of conducting such a study. The government usually conducts an exercise regularly to measure certain outcomes in the whole population – ”the census.” However, as researchers, we often have limited time and resources. Hence, we will have to select a few adult Indians who will consent to be a part of the study. We will test them for HIV and present out results (as our estimates of HIV prevalence). These selected individuals are called our “sample.” We hope that we have selected the appropriate sample that is required to answer our research question.

The researcher should clearly and explicitly mention the sampling method in the manuscript. The description of these helps the reviewers and readers assess the validity and generalizability of the results. Furthermore, the authors should also acknowledge the limitations of their sampling method and its effects on estimated obtained in the study.

Types of Methods

We will try to understand some of these sampling methods that are commonly used in clinical research. There are essentially two types of sampling methods: (1) Probability sampling – based on chance events (such as random numbers, flipping a coin, etc.) and (2) nonprobability sampling – based on researcher's choice, population that accessible and available.

What is a “convenience sample?”

Research question: How many patients with psoriasis also have high cholesterol levels (according to our definition)?

We plan to conduct the study in the outpatient department of our hospital.

This is a common scenario for clinical studies. The researcher recruits the participants who are easily accessible in a clinical setting – this type of sample is called a “convenience sample.” Furthermore, in such a clinic-based setting, the researcher will approach all the psoriasis patients that he/she comes across. They are informed about the study, and all those who consent to be the study are evaluated for eligibility. If they meet the inclusion criteria (and need not be excluded as per the criteria), they are recruited for the study. Thus, this will be “consecutive consenting sample.”

This method is relatively easy and is one of the common types of sampling methods used (particularly in postgraduate dissertations).

Since this is clinic-based sample, the estimates from such a study may not necessarily be generalizable to the larger population. To begin with, the patients who access healthcare potentially have a different “health-seeking behavior” compared with those who do not access health in these settings. Furthermore, many of the clinical cases in tertiary care centers may be severe, complicated, or recalcitrant. Thus, the estimates of biological parameters or outcomes may be different in these compared with the general population. The researcher should clearly discuss in the manuscript/report as to how the convenience sample may have biased the estimates (for example: Overestimated or underestimated the outcome in the population studied).

What is a “random sample?”

A “random sample” is a probability sample where every individual has an equal and independent probability of being selected in the sample.

Please note that “random sample” does not mean arbitrary sample. For example, if the researcher selects 10–12 individuals from the waiting area (without any structure), it is not a random sample. Randomization is a specific process, and only samples that are recruited using this process is a “random sample.”

What is a “simple random sample?”

Let us recruit a “simple random sample” in the above example. The center only allows a fixed number of patients every day. All the patients have to confirm the appointment a day in advance and should present in the clinic between 9 and 9:30 a.m. for the appointment. Thus, by 9:30 a.m., you will all have all the individuals who will be examined day.

We wish to select 50% of these patients for posttreatment survey.

  • Make a list of all the patients present at 9:30 a.m.
  • Give a number to each individual
  • Use a “randomization method” to select five of these numbers. Although “random tables” have been used as a method of randomization, currently, many researchers use “computer-generated lists for random selection” of participants. Most of the statistical packages have programs for random selection of population. Please state the method that you have used for random selection in the manuscript
  • Recruit the individuals whose numbers have been selected by the randomization method.

The process is described in Figure 2 .

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Representation of Simple Random Sample

What is a major issue with this recruitment process?

As you may notice, “only males” have been recruited for the study. This scenario is possible in a simple random sample selection.

This is a limitation of this type of sampling method – population units which are smaller in number in the sampling frame may be underrepresented in this sample.

What is “stratified sample?”

In a stratified sample, the population is divided into two or more similar groups (based on demographic or clinical characteristics). The sample is recruited from each stratum. The researcher may use a simple random sample procedure within each stratum.

Let us address the limitation in the above example (selection of 50% of the participants for postprocedure survey).

  • Divide the list into two strata: Males and females
  • Use a “randomization method” to select three numbers among males and two numbers among females. As discussed earlier, the researcher may use random tables or computer generated random selection. Please state the method that you have used for random selection in the manuscript

The process is described in Figure 3 .

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Representation of Stratified Random Sample

Thus, with this sampling method, we ensure that people from both sexes are included in the sample. This type of sampling method is used for sampling when we want to ensure that minority populations (in number) are adequately represented in the sample.

Kindly note that in this example, we sampled 50% of the population in each stratum. However, the researcher may oversample in one particular stratum and under-sample in the other. For instance, in this example, we may have taken three females and three males (if want to ensure equal representation of both). All this should be discussed explicitly in methods.

What is a “systematic sample?”

Sometimes, the researcher may decide to include study participants using a fixed pattern. For example, the researcher may recruit every second patient, or every patient whose registration ends with an even number or those who are admitted in certain days of the week (Tuesday/Thursday/Saturday). This type of sample is generally easy to implement. However, a lot of the recruitments are based on the researcher and may lead to selection bias. Furthermore, patients who come to the hospital may differ on different days of the week. For example, a higher proportion of working individuals may access the hospital on Saturdays.

This is not a “random sample.” Please do not write that “we selected the participants using a random sample method” if you have selected the sample systematically.

Another type of sampling discussed by some authors is “systematic random sample.” The steps for this method are:

  • Make a list of all the potential recruits
  • Using a random method (described earlier) to select a starting point (example number 4)
  • Select this number and every fifth number from this starting point. Thus, the researcher will select number 9, 14, and so on.

Please note that the “skip” depends on the total number of potential participants and the total sample size. For instance, you have a total of fifty potential participants and you wish to recruit ten participants, do not skip to every 10 th patient.

Aday (1996) states that the skip depends on the total number of participants and the total sample size required.

  • Fraction = total number of participants/total sample size
  • In the above example, it will be 50/10 = 5
  • Thus, using a random table or computer-generated random number selection, the researcher will select a random number from 1 to 5
  • The number selected in two
  • The researcher selects the second patient
  • The next patient will be the fifth patient after patient number two – patient number 7
  • The next patient will be patient number 12 and so on.

What is a “cluster sample?”

For some studies, the sample is selected from larger units or “clusters.” This type of method is generally used for “community-based studies.”

Research question: What is the prevalence of dermatological conditions in school children in city XXXXX?

In this study, we will select students from multiple schools. Thus, each school becomes one cluster. Each individual child in the school has much in common with other children in the same school compared with children from other schools (for example, they are more likely to have the same socioeconomic background). Thus, these children are recruited from the same cluster.

If the researcher uses “cluster sample,” he/she also performs “cluster analysis.” The statistical methods for these are different compared with nonclustered analysis (the methods we use commonly).

What is a “multistage sample?”

In many studies, we have to combine multiple methods for the appropriate and required sample.

Let us use a multistage sample to answer this research question.

Research question: What is the prevalence of dermatological conditions in school children in city XXXXX? (Assumption: The city is divided into four zones).

We have a list of all the schools in the city. How do we sample them?

Method 1: Select 10% of the schools using “simple random sample” method.

Question: What is the problem with this type of method?

Answer: As discussed earlier, it is possible that we may miss most of the schools from one particular zone.

However, we are interested to ensure that all zones are adequately represented in the sample.

  • Stage 1: List all the schools in all zones
  • Stage 2: Select 10% of schools from each zone using “random selection method” (first stratum)
  • Stage 3: List all the students in Grade VIII, IX, and X(population of interest) in each school (second stratum)
  • Stage 4: Create a separate list for males and females in each grade in each school (third stratum)
  • Stage 5: Select 10% of males and females in each grade in each school.

Please note that this is just an example. You may have to change the proportion selected from each stratum based on the sample size and the total number of individuals in each stratum.

What are other types of sampling methods?

Although these are the common types of sampling methods that we use in clinical studies, we have also listed some other sampling methods in Table 1 .

Some other types of sampling methods

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  • It is important to understand the different sampling methods used in clinical studies. As stated earlier, please mention this method clearly in the manuscript
  • Do not misrepresent the sampling method. For example, if you have not used “random method” for selection, do not state it in the manuscript
  • Sometimes, the researcher may want to understand an issue in greater detail for one particular population rather than worry about the “generalizability” of these results. In such a scenario, the researcher may want to use ‘purposive sampling’.

Financial support and sponsorship

Conflicts of interest.

There are no conflicts of interest.

Bibliography

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.

Sample Target Population

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.).

Probability and Non-Probability Samples

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

What are Sampling Methods? Techniques, Types, and Examples

Every type of research includes samples from which inferences are drawn. The sample could be biological specimens or a subset of a specific group or population selected for analysis. The goal is often to conclude the entire population based on the characteristics observed in the sample. Now, the question comes to mind: how does one collect the samples? Answer: Using sampling methods. Various sampling strategies are available to researchers to define and collect samples that will form the basis of their research study.

In a study focusing on individuals experiencing anxiety, gathering data from the entire population is practically impossible due to the widespread prevalence of anxiety. Consequently, a sample is carefully selected—a subset of individuals meant to represent (or not in some cases accurately) the demographics of those experiencing anxiety. The study’s outcomes hinge significantly on the chosen sample, emphasizing the critical importance of a thoughtful and precise selection process. The conclusions drawn about the broader population rely heavily on the selected sample’s characteristics and diversity.

Table of Contents

What is sampling?

Sampling involves the strategic selection of individuals or a subset from a population, aiming to derive statistical inferences and predict the characteristics of the entire population. It offers a pragmatic and practical approach to examining the features of the whole population, which would otherwise be difficult to achieve because studying the total population is expensive, time-consuming, and often impossible. Market researchers use various sampling methods to collect samples from a large population to acquire relevant insights. The best sampling strategy for research is determined by criteria such as the purpose of the study, available resources (time and money), and research hypothesis.

For example, if a pet food manufacturer wants to investigate the positive impact of a new cat food on feline growth, studying all the cats in the country is impractical. In such cases, employing an appropriate sampling technique from the extensive dataset allows the researcher to focus on a manageable subset. This enables the researcher to study the growth-promoting effects of the new pet food. This article will delve into the standard sampling methods and explore the situations in which each is most appropriately applied.

research sampling techniques quantitative

What are sampling methods or sampling techniques?

Sampling methods or sampling techniques in research are statistical methods for selecting a sample representative of the whole population to study the population’s characteristics. Sampling methods serve as invaluable tools for researchers, enabling the collection of meaningful data and facilitating analysis to identify distinctive features of the people. Different sampling strategies can be used based on the characteristics of the population, the study purpose, and the available resources. Now that we understand why sampling methods are essential in research, we review the various sample methods in the following sections.

Types of sampling methods  

research sampling techniques quantitative

Before we go into the specifics of each sampling method, it’s vital to understand terms like sample, sample frame, and sample space. In probability theory, the sample space comprises all possible outcomes of a random experiment, while the sample frame is the list or source guiding sample selection in statistical research. The  sample  represents the group of individuals participating in the study, forming the basis for the research findings. Selecting the correct sample is critical to ensuring the validity and reliability of any research; the sample should be representative of the population. 

There are two most common sampling methods: 

  • Probability sampling: A sampling method in which each unit or element in the population has an equal chance of being selected in the final sample. This is called random sampling, emphasizing the random and non-zero probability nature of selecting samples. Such a sampling technique ensures a more representative and unbiased sample, enabling robust inferences about the entire population. 
  • Non-probability sampling:  Another sampling method is non-probability sampling, which involves collecting data conveniently through a non-random selection based on predefined criteria. This offers a straightforward way to gather data, although the resulting sample may or may not accurately represent the entire population. 

  Irrespective of the research method you opt for, it is essential to explicitly state the chosen sampling technique in the methodology section of your research article. Now, we will explore the different characteristics of both sampling methods, along with various subtypes falling under these categories. 

What is probability sampling?  

The probability sampling method is based on the probability theory, which means that the sample selection criteria involve some random selection. The probability sampling method provides an equal opportunity for all elements or units within the entire sample space to be chosen. While it can be labor-intensive and expensive, the advantage lies in its ability to offer a more accurate representation of the population, thereby enhancing confidence in the inferences drawn in the research.   

Types of probability sampling  

Various probability sampling methods exist, such as simple random sampling, systematic sampling, stratified sampling, and clustered sampling. Here, we provide detailed discussions and illustrative examples for each of these sampling methods: 

Simple Random Sampling

  • Simple random sampling:  In simple random sampling, each individual has an equal probability of being chosen, and each selection is independent of the others. Because the choice is entirely based on chance, this is also known as the method of chance selection. In the simple random sampling method, the sample frame comprises the entire population. 

For example,  A fitness sports brand is launching a new protein drink and aims to select 20 individuals from a 200-person fitness center to try it. Employing a simple random sampling approach, each of the 200 people is assigned a unique identifier. Of these, 20 individuals are then chosen by generating random numbers between 1 and 200, either manually or through a computer program. Matching these numbers with the individuals creates a randomly selected group of 20 people. This method minimizes sampling bias and ensures a representative subset of the entire population under study. 

Systematic Random Sampling

  • Systematic sampling:  The systematic sampling approach involves selecting units or elements at regular intervals from an ordered list of the population. Because the starting point of this sampling method is chosen at random, it is more convenient than essential random sampling. For a better understanding, consider the following example.  

For example, considering the previous model, individuals at the fitness facility are arranged alphabetically. The manufacturer then initiates the process by randomly selecting a starting point from the first ten positions, let’s say 8. Starting from the 8th position, every tenth person on the list is then chosen (e.g., 8, 18, 28, 38, and so forth) until a sample of 20 individuals is obtained.  

Stratified Sampling

  • Stratified sampling: Stratified sampling divides the population into subgroups (strata), and random samples are drawn from each stratum in proportion to its size in the population. Stratified sampling provides improved representation because each subgroup that differs in significant ways is included in the final sample. 

For example, Expanding on the previous simple random sampling example, suppose the manufacturer aims for a more comprehensive representation of genders in a sample of 200 people, consisting of 90 males, 80 females, and 30 others. The manufacturer categorizes the population into three gender strata (Male, Female, and Others). Within each group, random sampling is employed to select nine males, eight females, and three individuals from the others category, resulting in a well-rounded and representative sample of 200 individuals. 

  • Clustered sampling: In this sampling method, the population is divided into clusters, and then a random sample of clusters is included in the final sample. Clustered sampling, distinct from stratified sampling, involves subgroups (clusters) that exhibit characteristics similar to the whole sample. In the case of small clusters, all members can be included in the final sample, whereas for larger clusters, individuals within each cluster may be sampled using the sampling above methods. This approach is referred to as multistage sampling. This sampling method is well-suited for large and widely distributed populations; however, there is a potential risk of sample error because ensuring that the sampled clusters truly represent the entire population can be challenging. 

Clustered Sampling

For example, Researchers conducting a nationwide health study can select specific geographic clusters, like cities or regions, instead of trying to survey the entire population individually. Within each chosen cluster, they sample individuals, providing a representative subset without the logistical challenges of attempting a nationwide survey. 

Use s of probability sampling  

Probability sampling methods find widespread use across diverse research disciplines because of their ability to yield representative and unbiased samples. The advantages of employing probability sampling include the following: 

  • Representativeness  

Probability sampling assures that every element in the population has a non-zero chance of being included in the sample, ensuring representativeness of the entire population and decreasing research bias to minimal to non-existent levels. The researcher can acquire higher-quality data via probability sampling, increasing confidence in the conclusions. 

  • Statistical inference  

Statistical methods, like confidence intervals and hypothesis testing, depend on probability sampling to generalize findings from a sample to the broader population. Probability sampling methods ensure unbiased representation, allowing inferences about the population based on the characteristics of the sample. 

  • Precision and reliability  

The use of probability sampling improves the precision and reliability of study results. Because the probability of selecting any single element/individual is known, the chance variations that may occur in non-probability sampling methods are reduced, resulting in more dependable and precise estimations. 

  • Generalizability  

Probability sampling enables the researcher to generalize study findings to the entire population from which they were derived. The results produced through probability sampling methods are more likely to be applicable to the larger population, laying the foundation for making broad predictions or recommendations. 

  • Minimization of Selection Bias  

By ensuring that each member of the population has an equal chance of being selected in the sample, probability sampling lowers the possibility of selection bias. This reduces the impact of systematic errors that may occur in non-probability sampling methods, where data may be skewed toward a specific demographic due to inadequate representation of each segment of the population. 

What is non-probability sampling?  

Non-probability sampling methods involve selecting individuals based on non-random criteria, often relying on the researcher’s judgment or predefined criteria. While it is easier and more economical, it tends to introduce sampling bias, resulting in weaker inferences compared to probability sampling techniques in research. 

Types of Non-probability Sampling   

Non-probability sampling methods are further classified as convenience sampling, consecutive sampling, quota sampling, purposive or judgmental sampling, and snowball sampling. Let’s explore these types of sampling methods in detail. 

  • Convenience sampling:  In convenience sampling, individuals are recruited directly from the population based on the accessibility and proximity to the researcher. It is a simple, inexpensive, and practical method of sample selection, yet convenience sampling suffers from both sampling and selection bias due to a lack of appropriate population representation. 

Convenience sampling

For example, imagine you’re a researcher investigating smartphone usage patterns in your city. The most convenient way to select participants is by approaching people in a shopping mall on a weekday afternoon. However, this convenience sampling method may not be an accurate representation of the city’s overall smartphone usage patterns as the sample is limited to individuals present at the mall during weekdays, excluding those who visit on other days or never visit the mall.

  • Consecutive sampling: Participants in consecutive sampling (or sequential sampling) are chosen based on their availability and desire to participate in the study as they become available. This strategy entails sequentially recruiting individuals who fulfill the researcher’s requirements. 

For example, In researching the prevalence of stroke in a hospital, instead of randomly selecting patients from the entire population, the researcher can opt to include all eligible patients admitted over three months. Participants are then consecutively recruited upon admission during that timeframe, forming the study sample. 

  • Quota sampling:  The selection of individuals in quota sampling is based on non-random selection criteria in which only participants with certain traits or proportions that are representative of the population are included. Quota sampling involves setting predetermined quotas for specific subgroups based on key demographics or other relevant characteristics. This sampling method employs dividing the population into mutually exclusive subgroups and then selecting sample units until the set quota is reached.  

Quota sampling

For example, In a survey on a college campus to assess student interest in a new policy, the researcher should establish quotas aligned with the distribution of student majors, ensuring representation from various academic disciplines. If the campus has 20% biology majors, 30% engineering majors, 20% business majors, and 30% liberal arts majors, participants should be recruited to mirror these proportions. 

  • Purposive or judgmental sampling: In purposive sampling, the researcher leverages expertise to select a sample relevant to the study’s specific questions. This sampling method is commonly applied in qualitative research, mainly when aiming to understand a particular phenomenon, and is suitable for smaller population sizes. 

Purposive Sampling

For example, imagine a researcher who wants to study public policy issues for a focus group. The researcher might purposely select participants with expertise in economics, law, and public administration to take advantage of their knowledge and ensure a depth of understanding.  

  • Snowball sampling:  This sampling method is used when accessing the population is challenging. It involves collecting the sample through a chain-referral process, where each recruited candidate aids in finding others. These candidates share common traits, representing the targeted population. This method is often used in qualitative research, particularly when studying phenomena related to stigmatized or hidden populations. 

Snowball Sampling

For example, In a study focusing on understanding the experiences and challenges of individuals in hidden or stigmatized communities (e.g., LGBTQ+ individuals in specific cultural contexts), the snowball sampling technique can be employed. The researcher initiates contact with one community member, who then assists in identifying additional candidates until the desired sample size is achieved.

Uses of non-probability sampling  

Non-probability sampling approaches are employed in qualitative or exploratory research where the goal is to investigate underlying population traits rather than generalizability. Non-probability sampling methods are also helpful for the following purposes: 

  • Generating a hypothesis  

In the initial stages of exploratory research, non-probability methods such as purposive or convenience allow researchers to quickly gather information and generate hypothesis that helps build a future research plan.  

  • Qualitative research  

Qualitative research is usually focused on understanding the depth and complexity of human experiences, behaviors, and perspectives. Non-probability methods like purposive or snowball sampling are commonly used to select participants with specific traits that are relevant to the research question.  

  • Convenience and pragmatism  

Non-probability sampling methods are valuable when resource and time are limited or when preliminary data is required to test the pilot study. For example, conducting a survey at a local shopping mall to gather opinions on a consumer product due to the ease of access to potential participants.  

Probability vs Non-probability Sampling Methods  

     
Selection of participants  Random selection of participants from the population using randomization methods  Non-random selection of participants from the population based on convenience or criteria 
Representativeness  Likely to yield a representative sample of the whole population allowing for generalizations  May not yield a representative sample of the whole population; poor generalizability 
Precision and accuracy  Provides more precise and accurate estimates of population characteristics  May have less precision and accuracy due to non-random selection  
Bias   Minimizes selection bias  May introduce selection bias if criteria are subjective and not well-defined 
Statistical inference  Suited for statistical inference and hypothesis testing and for making generalization to the population  Less suited for statistical inference and hypothesis testing on the population 
Application  Useful for quantitative research where generalizability is crucial   Commonly used in qualitative and exploratory research where in-depth insights are the goal 

Frequently asked questions  

  • What is multistage sampling ? Multistage sampling is a form of probability sampling approach that involves the progressive selection of samples in stages, going from larger clusters to a small number of participants, making it suited for large-scale research with enormous population lists.  
  • What are the methods of probability sampling? Probability sampling methods are simple random sampling, stratified random sampling, systematic sampling, cluster sampling, and multistage sampling.
  • How to decide which type of sampling method to use? Choose a sampling method based on the goals, population, and resources. Probability for statistics and non-probability for efficiency or qualitative insights can be considered . Also, consider the population characteristics, size, and alignment with study objectives.
  • What are the methods of non-probability sampling? Non-probability sampling methods are convenience sampling, consecutive sampling, purposive sampling, snowball sampling, and quota sampling.
  • Why are sampling methods used in research? Sampling methods in research are employed to efficiently gather representative data from a subset of a larger population, enabling valid conclusions and generalizations while minimizing costs and time.  

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Home » Sampling Methods – Types, Techniques and Examples

Sampling Methods – Types, Techniques and Examples

Table of Contents

Sampling Methods

Sampling refers to the process of selecting a subset of data from a larger population or dataset in order to analyze or make inferences about the whole population.

In other words, sampling involves taking a representative sample of data from a larger group or dataset in order to gain insights or draw conclusions about the entire group.

Sampling Methods

Sampling methods refer to the techniques used to select a subset of individuals or units from a larger population for the purpose of conducting statistical analysis or research.

Sampling is an essential part of the Research because it allows researchers to draw conclusions about a population without having to collect data from every member of that population, which can be time-consuming, expensive, or even impossible.

Types of Sampling Methods

Sampling can be broadly categorized into two main categories:

Probability Sampling

This type of sampling is based on the principles of random selection, and it involves selecting samples in a way that every member of the population has an equal chance of being included in the sample.. Probability sampling is commonly used in scientific research and statistical analysis, as it provides a representative sample that can be generalized to the larger population.

Type of Probability Sampling :

  • Simple Random Sampling: In this method, every member of the population has an equal chance of being selected for the sample. This can be done using a random number generator or by drawing names out of a hat, for example.
  • Systematic Sampling: In this method, the population is first divided into a list or sequence, and then every nth member is selected for the sample. For example, if every 10th person is selected from a list of 100 people, the sample would include 10 people.
  • Stratified Sampling: In this method, the population is divided into subgroups or strata based on certain characteristics, and then a random sample is taken from each stratum. This is often used to ensure that the sample is representative of the population as a whole.
  • Cluster Sampling: In this method, the population is divided into clusters or groups, and then a random sample of clusters is selected. Then, all members of the selected clusters are included in the sample.
  • Multi-Stage Sampling : This method combines two or more sampling techniques. For example, a researcher may use stratified sampling to select clusters, and then use simple random sampling to select members within each cluster.

Non-probability Sampling

This type of sampling does not rely on random selection, and it involves selecting samples in a way that does not give every member of the population an equal chance of being included in the sample. Non-probability sampling is often used in qualitative research, where the aim is not to generalize findings to a larger population, but to gain an in-depth understanding of a particular phenomenon or group. Non-probability sampling methods can be quicker and more cost-effective than probability sampling methods, but they may also be subject to bias and may not be representative of the larger population.

Types of Non-probability Sampling :

  • Convenience Sampling: In this method, participants are chosen based on their availability or willingness to participate. This method is easy and convenient but may not be representative of the population.
  • Purposive Sampling: In this method, participants are selected based on specific criteria, such as their expertise or knowledge on a particular topic. This method is often used in qualitative research, but may not be representative of the population.
  • Snowball Sampling: In this method, participants are recruited through referrals from other participants. This method is often used when the population is hard to reach, but may not be representative of the population.
  • Quota Sampling: In this method, a predetermined number of participants are selected based on specific criteria, such as age or gender. This method is often used in market research, but may not be representative of the population.
  • Volunteer Sampling: In this method, participants volunteer to participate in the study. This method is often used in research where participants are motivated by personal interest or altruism, but may not be representative of the population.

Applications of Sampling Methods

Applications of Sampling Methods from different fields:

  • Psychology : Sampling methods are used in psychology research to study various aspects of human behavior and mental processes. For example, researchers may use stratified sampling to select a sample of participants that is representative of the population based on factors such as age, gender, and ethnicity. Random sampling may also be used to select participants for experimental studies.
  • Sociology : Sampling methods are commonly used in sociological research to study social phenomena and relationships between individuals and groups. For example, researchers may use cluster sampling to select a sample of neighborhoods to study the effects of economic inequality on health outcomes. Stratified sampling may also be used to select a sample of participants that is representative of the population based on factors such as income, education, and occupation.
  • Social sciences: Sampling methods are commonly used in social sciences to study human behavior and attitudes. For example, researchers may use stratified sampling to select a sample of participants that is representative of the population based on factors such as age, gender, and income.
  • Marketing : Sampling methods are used in marketing research to collect data on consumer preferences, behavior, and attitudes. For example, researchers may use random sampling to select a sample of consumers to participate in a survey about a new product.
  • Healthcare : Sampling methods are used in healthcare research to study the prevalence of diseases and risk factors, and to evaluate interventions. For example, researchers may use cluster sampling to select a sample of health clinics to participate in a study of the effectiveness of a new treatment.
  • Environmental science: Sampling methods are used in environmental science to collect data on environmental variables such as water quality, air pollution, and soil composition. For example, researchers may use systematic sampling to collect soil samples at regular intervals across a field.
  • Education : Sampling methods are used in education research to study student learning and achievement. For example, researchers may use stratified sampling to select a sample of schools that is representative of the population based on factors such as demographics and academic performance.

Examples of Sampling Methods

Probability Sampling Methods Examples:

  • Simple random sampling Example : A researcher randomly selects participants from the population using a random number generator or drawing names from a hat.
  • Stratified random sampling Example : A researcher divides the population into subgroups (strata) based on a characteristic of interest (e.g. age or income) and then randomly selects participants from each subgroup.
  • Systematic sampling Example : A researcher selects participants at regular intervals from a list of the population.

Non-probability Sampling Methods Examples:

  • Convenience sampling Example: A researcher selects participants who are conveniently available, such as students in a particular class or visitors to a shopping mall.
  • Purposive sampling Example : A researcher selects participants who meet specific criteria, such as individuals who have been diagnosed with a particular medical condition.
  • Snowball sampling Example : A researcher selects participants who are referred to them by other participants, such as friends or acquaintances.

How to Conduct Sampling Methods

some general steps to conduct sampling methods:

  • Define the population: Identify the population of interest and clearly define its boundaries.
  • Choose the sampling method: Select an appropriate sampling method based on the research question, characteristics of the population, and available resources.
  • Determine the sample size: Determine the desired sample size based on statistical considerations such as margin of error, confidence level, or power analysis.
  • Create a sampling frame: Develop a list of all individuals or elements in the population from which the sample will be drawn. The sampling frame should be comprehensive, accurate, and up-to-date.
  • Select the sample: Use the chosen sampling method to select the sample from the sampling frame. The sample should be selected randomly, or if using a non-random method, every effort should be made to minimize bias and ensure that the sample is representative of the population.
  • Collect data: Once the sample has been selected, collect data from each member of the sample using appropriate research methods (e.g., surveys, interviews, observations).
  • Analyze the data: Analyze the data collected from the sample to draw conclusions about the population of interest.

When to use Sampling Methods

Sampling methods are used in research when it is not feasible or practical to study the entire population of interest. Sampling allows researchers to study a smaller group of individuals, known as a sample, and use the findings from the sample to make inferences about the larger population.

Sampling methods are particularly useful when:

  • The population of interest is too large to study in its entirety.
  • The cost and time required to study the entire population are prohibitive.
  • The population is geographically dispersed or difficult to access.
  • The research question requires specialized or hard-to-find individuals.
  • The data collected is quantitative and statistical analyses are used to draw conclusions.

Purpose of Sampling Methods

The main purpose of sampling methods in research is to obtain a representative sample of individuals or elements from a larger population of interest, in order to make inferences about the population as a whole. By studying a smaller group of individuals, known as a sample, researchers can gather information about the population that would be difficult or impossible to obtain from studying the entire population.

Sampling methods allow researchers to:

  • Study a smaller, more manageable group of individuals, which is typically less time-consuming and less expensive than studying the entire population.
  • Reduce the potential for data collection errors and improve the accuracy of the results by minimizing sampling bias.
  • Make inferences about the larger population with a certain degree of confidence, using statistical analyses of the data collected from the sample.
  • Improve the generalizability and external validity of the findings by ensuring that the sample is representative of the population of interest.

Characteristics of Sampling Methods

Here are some characteristics of sampling methods:

  • Randomness : Probability sampling methods are based on random selection, meaning that every member of the population has an equal chance of being selected. This helps to minimize bias and ensure that the sample is representative of the population.
  • Representativeness : The goal of sampling is to obtain a sample that is representative of the larger population of interest. This means that the sample should reflect the characteristics of the population in terms of key demographic, behavioral, or other relevant variables.
  • Size : The size of the sample should be large enough to provide sufficient statistical power for the research question at hand. The sample size should also be appropriate for the chosen sampling method and the level of precision desired.
  • Efficiency : Sampling methods should be efficient in terms of time, cost, and resources required. The method chosen should be feasible given the available resources and time constraints.
  • Bias : Sampling methods should aim to minimize bias and ensure that the sample is representative of the population of interest. Bias can be introduced through non-random selection or non-response, and can affect the validity and generalizability of the findings.
  • Precision : Sampling methods should be precise in terms of providing estimates of the population parameters of interest. Precision is influenced by sample size, sampling method, and level of variability in the population.
  • Validity : The validity of the sampling method is important for ensuring that the results obtained from the sample are accurate and can be generalized to the population of interest. Validity can be affected by sampling method, sample size, and the representativeness of the sample.

Advantages of Sampling Methods

Sampling methods have several advantages, including:

  • Cost-Effective : Sampling methods are often much cheaper and less time-consuming than studying an entire population. By studying only a small subset of the population, researchers can gather valuable data without incurring the costs associated with studying the entire population.
  • Convenience : Sampling methods are often more convenient than studying an entire population. For example, if a researcher wants to study the eating habits of people in a city, it would be very difficult and time-consuming to study every single person in the city. By using sampling methods, the researcher can obtain data from a smaller subset of people, making the study more feasible.
  • Accuracy: When done correctly, sampling methods can be very accurate. By using appropriate sampling techniques, researchers can obtain a sample that is representative of the entire population. This allows them to make accurate generalizations about the population as a whole based on the data collected from the sample.
  • Time-Saving: Sampling methods can save a lot of time compared to studying the entire population. By studying a smaller sample, researchers can collect data much more quickly than they could if they studied every single person in the population.
  • Less Bias : Sampling methods can reduce bias in a study. If a researcher were to study the entire population, it would be very difficult to eliminate all sources of bias. However, by using appropriate sampling techniques, researchers can reduce bias and obtain a sample that is more representative of the entire population.

Limitations of Sampling Methods

  • Sampling Error : Sampling error is the difference between the sample statistic and the population parameter. It is the result of selecting a sample rather than the entire population. The larger the sample, the lower the sampling error. However, no matter how large the sample size, there will always be some degree of sampling error.
  • Selection Bias: Selection bias occurs when the sample is not representative of the population. This can happen if the sample is not selected randomly or if some groups are underrepresented in the sample. Selection bias can lead to inaccurate conclusions about the population.
  • Non-response Bias : Non-response bias occurs when some members of the sample do not respond to the survey or study. This can result in a biased sample if the non-respondents differ from the respondents in important ways.
  • Time and Cost : While sampling can be cost-effective, it can still be expensive and time-consuming to select a sample that is representative of the population. Depending on the sampling method used, it may take a long time to obtain a sample that is large enough and representative enough to be useful.
  • Limited Information : Sampling can only provide information about the variables that are measured. It may not provide information about other variables that are relevant to the research question but were not measured.
  • Generalization : The extent to which the findings from a sample can be generalized to the population depends on the representativeness of the sample. If the sample is not representative of the population, it may not be possible to generalize the findings to the population as a whole.

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What are sampling methods and how do you choose the best one?

Posted on 18th November 2020 by Mohamed Khalifa

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This tutorial will introduce sampling methods and potential sampling errors to avoid when conducting medical research.

Introduction to sampling methods

Examples of different sampling methods, choosing the best sampling method.

It is important to understand why we sample the population; for example, studies are built to investigate the relationships between risk factors and disease. In other words, we want to find out if this is a true association, while still aiming for the minimum risk for errors such as: chance, bias or confounding .

However, it would not be feasible to experiment on the whole population, we would need to take a good sample and aim to reduce the risk of having errors by proper sampling technique.

What is a sampling frame?

A sampling frame is a record of the target population containing all participants of interest. In other words, it is a list from which we can extract a sample.

What makes a good sample?

A good sample should be a representative subset of the population we are interested in studying, therefore, with each participant having equal chance of being randomly selected into the study.

We could choose a sampling method based on whether we want to account for sampling bias; a random sampling method is often preferred over a non-random method for this reason. Random sampling examples include: simple, systematic, stratified, and cluster sampling. Non-random sampling methods are liable to bias, and common examples include: convenience, purposive, snowballing, and quota sampling. For the purposes of this blog we will be focusing on random sampling methods .

Example: We want to conduct an experimental trial in a small population such as: employees in a company, or students in a college. We include everyone in a list and use a random number generator to select the participants

Advantages: Generalisable results possible, random sampling, the sampling frame is the whole population, every participant has an equal probability of being selected

Disadvantages: Less precise than stratified method, less representative than the systematic method

Simple sampling method example in stick men.

Example: Every nth patient entering the out-patient clinic is selected and included in our sample

Advantages: More feasible than simple or stratified methods, sampling frame is not always required

Disadvantages:  Generalisability may decrease if baseline characteristics repeat across every nth participant

Systematic sampling method example in stick men

Example: We have a big population (a city) and we want to ensure representativeness of all groups with a pre-determined characteristic such as: age groups, ethnic origin, and gender

Advantages:  Inclusive of strata (subgroups), reliable and generalisable results

Disadvantages: Does not work well with multiple variables

Stratified sampling method example stick men

Example: 10 schools have the same number of students across the county. We can randomly select 3 out of 10 schools as our clusters

Advantages: Readily doable with most budgets, does not require a sampling frame

Disadvantages: Results may not be reliable nor generalisable

Cluster sampling method example with stick men

How can you identify sampling errors?

Non-random selection increases the probability of sampling (selection) bias if the sample does not represent the population we want to study. We could avoid this by random sampling and ensuring representativeness of our sample with regards to sample size.

An inadequate sample size decreases the confidence in our results as we may think there is no significant difference when actually there is. This type two error results from having a small sample size, or from participants dropping out of the sample.

In medical research of disease, if we select people with certain diseases while strictly excluding participants with other co-morbidities, we run the risk of diagnostic purity bias where important sub-groups of the population are not represented.

Furthermore, measurement bias may occur during re-collection of risk factors by participants (recall bias) or assessment of outcome where people who live longer are associated with treatment success, when in fact people who died were not included in the sample or data analysis (survivors bias).

By following the steps below we could choose the best sampling method for our study in an orderly fashion.

Research objectiveness

Firstly, a refined research question and goal would help us define our population of interest. If our calculated sample size is small then it would be easier to get a random sample. If, however, the sample size is large, then we should check if our budget and resources can handle a random sampling method.

Sampling frame availability

Secondly, we need to check for availability of a sampling frame (Simple), if not, could we make a list of our own (Stratified). If neither option is possible, we could still use other random sampling methods, for instance, systematic or cluster sampling.

Study design

Moreover, we could consider the prevalence of the topic (exposure or outcome) in the population, and what would be the suitable study design. In addition, checking if our target population is widely varied in its baseline characteristics. For example, a population with large ethnic subgroups could best be studied using a stratified sampling method.

Random sampling

Finally, the best sampling method is always the one that could best answer our research question while also allowing for others to make use of our results (generalisability of results). When we cannot afford a random sampling method, we can always choose from the non-random sampling methods.

To sum up, we now understand that choosing between random or non-random sampling methods is multifactorial. We might often be tempted to choose a convenience sample from the start, but that would not only decrease precision of our results, and would make us miss out on producing research that is more robust and reliable.

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Thank you for this overview. A concise approach for research.

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really helps! am an ecology student preparing to write my lab report for sampling.

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I learned a lot to the given presentation.. It’s very comprehensive… Thanks for sharing…

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Very informative and useful for my study. Thank you

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Oversimplified info on sampling methods. Probabilistic of the sampling and sampling of samples by chance does rest solely on the random methods. Factors such as the random visits or presentation of the potential participants at clinics or sites could be sufficiently random in nature and should be used for the sake of efficiency and feasibility. Nevertheless, this approach has to be taken only after careful thoughts. Representativeness of the study samples have to be checked at the end or during reporting by comparing it to the published larger studies or register of some kind in/from the local population.

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Thank you so much Mr.mohamed very useful and informative article

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10.3 Sampling in quantitative research

Learning objectives.

  • Describe how probability sampling differs from nonprobability sampling
  • Define generalizability, and describe how it is achieved in probability samples
  • Identify the various types of probability samples, and describe why a researcher may use one type over another

Quantitative researchers are often interested in making generalizations about groups larger than their study samples; they seek nomothetic causal explanations. While there are certainly instances when quantitative researchers rely on nonprobability samples (e.g., when doing exploratory research), quantitative researchers tend to rely on probability sampling techniques. The goals and techniques associated with probability samples differ from those of nonprobability samples. We’ll explore those unique goals and techniques in this section.

Probability sampling

Unlike nonprobability sampling, probability sampling refers to sampling techniques for which a person’s likelihood of being selected from the sampling frame is known. You might ask yourself why we should care about a potential participant’s likelihood of being selected for the researcher’s sample. The reason is that, in most cases, researchers who use probability sampling techniques are aiming to identify a representative sample from which to collect data. A representative sample is one that resembles the population from which it was drawn in all the ways that are important for the research being conducted. If, for example, you wish to be able to say something about differences between men and women at the end of your study, you better make sure that your sample doesn’t contain only women. That’s a bit of an oversimplification, but the point with representativeness is that if your population varies in some way that is important to your study, your sample should contain the same sorts of variation.

animated people walking in unison in a crowd

Obtaining a representative sample is important in probability sampling because of generalizability. In fact, generalizability is perhaps the key feature that distinguishes probability samples from nonprobability samples. Generalizability refers to the idea that a study’s results will tell us something about a group larger than the sample from which the findings were generated. In order to achieve generalizability, a core principle of probability sampling is that all elements in the researcher’s sampling frame have an equal chance of being selected for inclusion in the study. In research, this is the principle of random selection . Researchers use a computer’s random number generator to determine who from the sampling frame gets recruited into the sample.

Using random selection does not mean that your sample will be perfect. No sample is perfect. The only way to come with a perfect result would be to include everyone in the population in your sample, which defeats the whole point of sampling. Generalizing from a sample to a population always contains some degree of error. This is referred to as sampling error, a statistical calculation of the difference between results from a sample and the actual parameters of a population.

Generalizability is a pretty easy concept to grasp. Imagine a professor were to take a sample of individuals in your class to see if the material is too hard or too easy. The professor, however, only sampled individuals whose grades were over 90% in the class. Would that be a representative sample of all students in the class? That would be a case of sampling error—a mismatch between the results of the sample and the true feelings of the overall class. In other words, the results of the professor’s study don’t generalize to the overall population of the class.

Taking this one step further, imagine your professor is conducting a study on binge drinking among college students. The professor uses undergraduates at your school as her sampling frame. Even if that professor were to use probability sampling, perhaps your school differs from other schools in important ways. There are schools that are “party schools” where binge drinking may be more socially accepted, “commuter schools” at which there is little nightlife, and so on. If your professor plans to generalize her results to all college students, she will have to make an argument that her sampling frame (undergraduates at your school) is representative of the population (all undergraduate college students).

Types of probability samples

There are a variety of probability samples that researchers may use. These include simple random samples, systematic samples, stratified samples, and cluster samples. Let’s build on the previous example. Imagine we were concerned with binge drinking and chose the target population of fraternity members. How might you go about getting a probability sample of fraternity members that is representative of the overall population?

three dice hitting the ground under a spotlight

Simple random samples are the most basic type of probability sample. A simple random sample requires a real sampling frame—an actual list of each person in the sampling frame. Your school likely has a list of all of the fraternity members on campus, as Greek life is subject to university oversight. You could use this as your sampling frame. Using the university’s list, you would number each fraternity member, or element , sequentially and then randomly select the elements from which you will collect data.

True randomness is difficult to achieve, and it takes complex computational calculations to do so. Although you think you can select things at random, human-generated randomness is actually quite predictable, as it falls into patterns called heuristics. To truly randomly select elements, researchers must rely on computer-generated help. Many free websites have good pseudo-random number generators. A good example is the website Random.org, which contains a random number generator that can also randomize lists of participants. Sometimes, researchers use a table of numbers that have been generated randomly. There are several possible sources for obtaining a random number table. Some statistics and research methods textbooks offer such tables as appendices to the text.

As you might have guessed, drawing a simple random sample can be quite tedious. Systematic sampling techniques are somewhat less tedious but offer the benefits of a random sample. As with simple random samples, you must possess a list of everyone in your sampling frame. Once you’ve done that, to draw a systematic sample you’d simply select every kth element on your list. But what is k, and where on the list of population elements does one begin the selection process? k is your selection interval or the distance between the elements you select for inclusion in your study. To begin the selection process, you’ll need to figure out how many elements you wish to include in your sample. Let’s say you want to interview 25 fraternity members on your campus, and there are 100 men on campus who are members of fraternities. In this case, your selection interval, or k, is 4. To arrive at 4, simply divide the total number of population elements by your desired sample size. This process is represented in Figure 10.2.

100 frat members divided by 25 fraternity members is 4 which is our selection interval or k

To determine where on your list of population elements to begin selecting the names of the 25 men you will interview, select a number between 1 and k, and begin there. If we select 3 as our starting point, we’d begin by selecting the third fraternity member on the list and then select every fourth member from there. This might be easier to understand if you can see it visually. Table 10.2 lists the names of our hypothetical 100 fraternity members on campus. You’ll see that the third name on the list has been selected for inclusion in our hypothetical study, as has every fourth name after that. A total of 25 names have been selected.

Table 10.2 Systematic sample of 25 fraternity members
1 Jacob 51 Blake Yes
2 Ethan 52 Oliver
3 Michael Yes 53 Cole
4 Jayden 54 Carlos
5 William 55 Jaden Yes
6 Alexander 56 Jesus
7 Noah Yes 57 Alex
8 Daniel 58 Aiden
9 Aiden 59 Eric Yes
10 Anthony 60 Hayden
11 Joshua Yes 61 Brian
12 Mason 62 Max
13 Christopher 63 Jaxon Yes
14 Andrew 64 Brian
15 David Yes 65 Mathew
16 Logan 66 Elijah
17 James 67 Joseph Yes
18 Gabriel 68 Benjamin
19 Ryan Yes 69 Samuel
20 Jackson 70 John
21 Nathan 71 Jonathan Yes
22 Christian 72 Liam
23 Dylan Yes 73 Landon
24 Caleb 74 Tyler
25 Lucas 75 Evan Yes
26 Gavin 76 Nicholas
27 Isaac Yes 77 Braden
28 Luke 78 Angel
29 Brandon 79 Jack
30 Isaiah 80 Jordan
31 Owen Yes 81 Carter
32 Conner 82 Justin
33 Jose 83 Jeremiah Yes
34 Julian 84 Robert
35 Aaron Yes 85 Adrian
36 Wyatt 86 Kevin
37 Hunter 87 Cameron Yes
38 Zachary 88 Thomas
39 Charles Yes 89 Austin
40 Eli 90 Chase
41 Henry 91 Sebastian Yes
42 Jason 92 Levi
43 Xavier Yes 93 Ian
44 Colton 94 Dominic
45 Juan 95 Cooper Yes
46 Josiah 96 Luis
47 Ayden Yes 97 Carson
48 Adam 98 Nathaniel
49 Brody 99 Tristan Yes
50 Diego 100 Parker
In case you’re wondering how I came up with 100 unique names for this table, I’ll let you in on a little secret: lists of popular baby names can be great resources for researchers. I used the list of top 100 names for boys based on Social Security Administration statistics for this table. I often use baby name lists to come up with pseudonyms for field research subjects and interview participants. See Family Education. (n.d.). Name lab. Retrieved from names.familyeducation.com/popular-names/boys

There is one clear instance in which systematic sampling should not be employed. If your sampling frame has any pattern to it, you could inadvertently introduce bias into your sample by using a systemic sampling strategy. (Bias will be discussed in more depth in the next section.) This is sometimes referred to as the problem of periodicity. Periodicity refers to the tendency for a pattern to occur at regular intervals. Let’s say, for example, that you wanted to observe binge drinking on campus each day of the week. Perhaps you need to have your observations completed within 28 days and you wish to conduct four observations on randomly chosen days. Table 10.3 shows a list of the population elements for this example. To determine which days we’ll conduct our observations, we’ll need to determine our selection interval. As you’ll recall from the preceding paragraphs, to do so we must divide our population size, in this case 28 days, by our desired sample size, in this case 4 days. This formula leads us to a selection interval of 7. If we randomly select 2 as our starting point and select every seventh day after that, we’ll wind up with a total of 4 days on which to conduct our observations. You’ll see how that works out in the following table.

Table 10.3 Systematic sample of observation days
1 Monday Low 15 Monday Low
2 Tuesday Low Yes 16 Tuesday Low Yes
3 Wednesday Low 17 Wednesday Low
4 Thursday High 18 Thursday High
5 Friday High 19 Friday High
6 Saturday High 20 Saturday High
7 Sunday Low 21 Sunday Low
8 Monday Low 22 Monday Low
9 Tuesday Low Yes 23 Tuesday Low Yes
10 Wednesday Low 24 Wednesday Low
11 Thursday High 25 Thursday High
12 Friday High 26 Friday High
13 Saturday High 27 Saturday High
14 Sunday Low 28 Sunday Low

Do you notice any problems with our selection of observation days in Table 1? Apparently, we’ll only be observing on Tuesdays. Moreover, Tuesdays may not be an ideal day to observe binge drinking behavior. Unless alcohol consumption patterns have changed significantly since I was in my undergraduate program, I would assume binge drinking is more likely to happen over the weekend.

In cases such as this, where the sampling frame is cyclical, it would be better to use a stratified sampling technique . In stratified sampling, a researcher will divide the study population into relevant subgroups and then draw a sample from each subgroup. In this example, we might wish to first divide our sampling frame into two lists: weekend days and weekdays. Once we have our two lists, we can then apply either simple random or systematic sampling techniques to each subgroup.

Stratified sampling is a good technique to use when, as in our example, a subgroup of interest makes up a relatively small proportion of the overall sample. In our example of a study of binge drinking, we want to include weekdays and weekends in our sample, but because weekends make up less than a third of an entire week, there’s a chance that a simple random or systematic strategy would not yield sufficient weekend observation days. As you might imagine, stratified sampling is even more useful in cases where a subgroup makes up an even smaller proportion of the sampling frame—for example, if we want to be sure to include in our study students who are in year five of their undergraduate program but this subgroup makes up only a small percentage of the population of undergraduates. There’s a chance simple random or systematic sampling strategy might not yield any fifth-year students, but by using stratified sampling, we could ensure that our sample contained the proportion of fifth-year students that is reflective of the larger population.

In this case, class year (e.g., freshman, sophomore, junior, senior, and fifth-year) is our strata , or the characteristic by which the sample is divided. In using stratified sampling, we are often concerned with how well our sample reflects the population. A sample with too many freshmen may skew our results in one direction because perhaps they binge drink more (or less) than students in other class years. Using stratified sampling allows us to make sure our sample has the same proportion of people from each class year as the overall population of the school.

Up to this point in our discussion of probability samples, we’ve assumed that researchers will be able to access a list of population elements in order to create a sampling frame. This, as you might imagine, is not always the case. Let’s say, for example, that you wish to conduct a study of binge drinking across fraternity members at each undergraduate program in your state. Just imagine trying to create a list of every single fraternity member in the state. Even if you could find a way to generate such a list, attempting to do so might not be the most practical use of your time or resources. When this is the case, researchers turn to cluster sampling. Cluster sampling occurs when a researcher begins by sampling groups (or clusters) of population elements and then selects elements from within those groups.

Let’s work through how we might use cluster sampling in our study of binge drinking. While creating a list of all fraternity members in your state would be next to impossible, you could easily create a list of all undergraduate colleges in your state. Thus, you could draw a random sample of undergraduate colleges (your cluster) and then draw another random sample of elements (in this case, fraternity members) from within the undergraduate college you initially selected. Cluster sampling works in stages. In this example, we sampled in two stages— (1) undergraduate colleges and (2) fraternity members at the undergraduate colleges we selected. However, we could add another stage if it made sense to do so. We could randomly select (1) undergraduate colleges (2) specific fraternities at each school and (3) individual fraternity members. As you might have guessed, sampling in multiple stages does introduce the possibility of greater error (each stage is subject to its own sampling error), but it is nevertheless a highly efficient method.

Jessica Holt and Wayne Gillespie (2008)  [2] used cluster sampling in their study of students’ experiences with violence in intimate relationships. Specifically, the researchers randomly selected 14 classes on their campus and then drew a random subsample of students from those classes. But you probably know from your experience with college classes that not all classes are the same size. So, if Holt and Gillespie had simply randomly selected 14 classes and then selected the same number of students from each class to complete their survey, then students in the smaller of those classes would have had a greater chance of being selected for the study than students in the larger classes. Keep in mind, with random sampling the goal is to make sure that each element has the same chance of being selected. When clusters are of different sizes, as in the example of sampling college classes, researchers often use a method called probability proportionate to size (PPS). This means that they take into account that their clusters are of different sizes. They do this by giving clusters different chances of being selected based on their size so that each element within those clusters winds up having an equal chance of being selected.

To summarize, probability samples allow a researcher to make conclusions about larger groups. Probability samples require a sampling frame from which elements, usually human beings, can be selected at random from a list. The use of random selection reduces the error and bias present in nonprobability samples reviewed in the previous section, though some error will always remain. In relying on a random number table or generator, researchers can more accurately state that their sample represents the population from which it was drawn. This strength is common to all probability sampling approaches summarized in Table 10.4.

Table 10.4 Types of probability samples
Simple random Researcher randomly selects elements from sampling frame.
Systematic Researcher selects every th element from sampling frame.
Stratified Researcher creates subgroups then randomly selects elements from each subgroup.
Cluster Researcher randomly selects clusters then randomly selects elements from selected clusters.

In determining which probability sampling approach makes the most sense for your project, it helps to know more about your population. A simple random sample and systematic sample are relatively similar to carry out. They both require a list all elements in your sampling frame. Systematic sampling is slightly easier in that it does not require you to use a random number generator, instead using a sampling interval that is easy to calculate by hand.

The relative simplicity of both approaches is counterweighted by their lack of sensitivity to characteristics in of your population. Stratified samples can better account for periodicity by creating strata that reduce or eliminate the effects of periodicity. Stratified samples also ensure that smaller subgroups are included in your sample, thus making your sample more representative of the overall population. While these benefits are important, creating strata for this purpose requires knowing information about your population before beginning the sampling process. In our binge drinking example, we would need to know how many students are in each class year to make sure our sample contained the same proportions. We would need to know that, for example, fifth-year students make up 5% of the student population to make sure 5% of our sample is comprised of fifth-year students. If the true population parameters are unknown, stratified sampling becomes significantly more challenging.

Common to each of the previous probability sampling approaches is the necessity of using a real list of all elements in your sampling frame. Cluster sampling is different. It allows a researcher to perform probability sampling in cases for which a list of elements is not available or pragmatic to create. Cluster sampling is also useful for making claims about a larger population, in our example, all fraternity members within a state. However, because sampling occurs at multiple stages in the process, in our example at the university and student level, sampling error increases. For many researchers, this weakness is outweighed by the benefits of cluster sampling.

Key Takeaways

  • In probability sampling, the aim is to identify a sample that resembles the population from which it was drawn.
  • There are several types of probability samples including simple random samples, systematic samples, stratified samples, and cluster samples.
  • Probability samples usually require a real list of elements in your sampling frame, though cluster sampling can be conducted without one.
  • Cluster sampling- a sampling approach that begins by sampling groups (or clusters) of population elements and then selects elements from within those groups
  • Generalizability – the idea that a study’s results will tell us something about a group larger than the sample from which the findings were generated
  • Periodicity- the tendency for a pattern to occur at regular intervals
  • Probability proportionate to size- in cluster sampling, giving clusters different chances of being selected based on their size so that each element within those clusters has an equal chance of being selected
  • Probability sampling- sampling approaches for which a person’s likelihood of being selected from the sampling frame is known
  • Random selection- using a randomly generated numbers to determine who from the sampling frame gets recruited into the sample
  • Representative sample- a sample that resembles the population from which it was drawn in all the ways that are important for the research being conducted
  • Sampling error- a statistical calculation of the difference between results from a sample and the actual parameters of a population
  • Simple random sampling- selecting elements from a list using randomly generated numbers
  • Strata- the characteristic by which the sample is divided
  • Stratified sampling- dividing the study population into relevant subgroups and then draw a sample from each subgroup
  • Systematic sampling- selecting every kth element from a list

Image attributions

crowd men women by DasWortgewand CC-0

roll the dice by 955169 CC-0

  • Figure 10.2 copied from Blackstone, A. (2012) Principles of sociological inquiry: Qualitative and quantitative methods. Saylor Foundation. Retrieved from: https://saylordotorg.github.io/text_principles-of-sociological-inquiry-qualitative-and-quantitative-methods/ Shared under CC-BY-NC-SA 3.0 License (https://creativecommons.org/licenses/by-nc-sa/3.0/) ↵
  • Holt, J. L., & Gillespie, W. (2008). Intergenerational transmission of violence, threatened egoism, and reciprocity: A test of multiple psychosocial factors affecting intimate partner violence. American Journal of Criminal Justice, 33 , 252–266. ↵

Scientific Inquiry in Social Work Copyright © 2018 by Matthew DeCarlo is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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In This Article Expand or collapse the "in this article" section Qualitative, Quantitative, and Mixed Methods Research Sampling Strategies

Introduction.

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  • Discipline Specific and Special Considerations
  • Sampling Strategies Unique to Mixed Methods Designs

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  • Mixed Methods Research
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Qualitative, Quantitative, and Mixed Methods Research Sampling Strategies by Timothy C. Guetterman LAST REVIEWED: 26 February 2020 LAST MODIFIED: 26 February 2020 DOI: 10.1093/obo/9780199756810-0241

Sampling is a critical, often overlooked aspect of the research process. The importance of sampling extends to the ability to draw accurate inferences, and it is an integral part of qualitative guidelines across research methods. Sampling considerations are important in quantitative and qualitative research when considering a target population and when drawing a sample that will either allow us to generalize (i.e., quantitatively) or go into sufficient depth (i.e., qualitatively). While quantitative research is generally concerned with probability-based approaches, qualitative research typically uses nonprobability purposeful sampling approaches. Scholars generally focus on two major sampling topics: sampling strategies and sample sizes. Or simply, researchers should think about who to include and how many; both of these concerns are key. Mixed methods studies have both qualitative and quantitative sampling considerations. However, mixed methods studies also have unique considerations based on the relationship of quantitative and qualitative research within the study.

Sampling in Qualitative Research

Sampling in qualitative research may be divided into two major areas: overall sampling strategies and issues around sample size. Sampling strategies refers to the process of sampling and how to design a sampling. Qualitative sampling typically follows a nonprobability-based approach, such as purposive or purposeful sampling where participants or other units of analysis are selected intentionally for their ability to provide information to address research questions. Sample size refers to how many participants or other units are needed to address research questions. The methodological literature about sampling tends to fall into these two broad categories, though some articles, chapters, and books cover both concepts. Others have connected sampling to the type of qualitative design that is employed. Additionally, researchers might consider discipline specific sampling issues as much research does tend to operate within disciplinary views and constraints. Scholars in many disciplines have examined sampling around specific topics, research problems, or disciplines and provide guidance to making sampling decisions, such as appropriate strategies and sample size.

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What are quantitative research sampling methods?

The quantitative research sampling method is the process of selecting representable units from a large population. Quantitative research refers to the analysis wherein mathematical, statistical, or computational method is used for studying the measurable or quantifiable dataset. The core purpose of quantitative research is the generalization of a phenomenon or an opinion. This involves collecting and gathering information from a small group out of a population or universe.

To find out what drives Amazon’s popularity as the most preferred e-commerce company, a small group of Amazon’s customers can be surveyed. It will help arrive at a consensus on the most significant traits that make it successful.

Therefore, an assumption about a population is based on a small or selected dataset. In order to derive accurate results, it is essential to use an appropriate sampling method. The purpose of this article is to review different quantitative sampling methods and their applicability in different types of research.

Quantitative research sampling methods

By examining the nature of the small group, the researcher can deduce the behaviour of the larger population. Quantitative research sampling methods are broadly divided into two categories i.e.

  • Probability sampling
  • Non-probability sampling

Quantitative research sampling methods

Probability sampling method

In probability sampling, each unit in the population has an equal chance of being selected for the sample. The purpose is to identify those sample sets which majorly represent the characteristics of the population. Herein, all the characteristics of the population are required to be known. This is done through a process known as ‘listing’. This process of listing is called the sampling frame. As probability sampling is a type of random sampling, the generalization is more accurate.

Probability sampling is quite time-consuming and expensive. Hence, this method is only suitable in cases wherein the population are similar in characteristics, and the researcher has time, money, and access to the whole population. Probability sampling is further categorized into 4 types: simple random, systematic, stratified and cluster sampling. The figure below depicts the types of probability sampling.

research sampling techniques quantitative

The difference between and applicability of these sampling methods are depicted in the table below.

Qualitative Research Sampling Method Sampling TypeMeaningApplicableExample
Probability Sampling MethodSimple RandomRandom selection of the units from a population.Suitable for a small population. Expensive and time-consuming. Requires a sampling frame. Variability in the characteristics is not significant. A survey is conducted in a company of 100 employees for determining their satisfaction level. 20 of them are selected at random.
SystematicSelection of units from a population at regular intervals. Suitable for a small population.
Applicable when the researcher has time and money.
Requires a sampling frame.
Variability in the characteristics of units is not very large.
Initially, the 4th employee is selected and then every 5th employee is selected.
StratifiedRandom selection of the units from the sub-population formulated based on the variability in the characteristics of the population. This selection from strata (groups) could be proportional or non-proportional.Suitable for populations having variability in characteristics.
Applicable when the researcher has limited time and money.
A sampling frame is required.
Division of employees on the basis of gender first, and then selecting them randomly.
ClusterCategorization of the very large population in different clusters (groups) based on their geographical area or any other feature.Suitable for a large population.
Applicable when the researcher has limited time and money.
Suitable when the entire population can be divided into clusters based on some common feature like geographical area.
Dividing the employees into clusters based on geographical location and then selecting the clusters randomly.

Non-probability sampling method

Non-probability-based quantitative research sampling method involves non-random selection of the sample from the entire population. All units of the population do not an equal chance of participating in the survey. Therefore, the results cannot be generalized for the population.

The non-probability technique of sampling is based on the subjective judgement of the researcher. Hence this method can be applied in cases wherein limited information about the population is available. Moreover, it requires less time and money. Non-probability sampling method can be of four types as shown below.

research sampling techniques quantitative

Qualitative Research Sampling MethodSampling TypeMeaningApplicableExample
Non-Probability Sampling MethodConvenienceSelection of units which are convenient for the researcher to approach.Suitable for a large population.
Requires less time and money.
Don’t need to generalize the results.
A study is done to know the perception of the Delhi NCR people about the cleanliness initiatives by the government. A sample of 200 people living nearby is collected.
PurposiveSample for the study is selected based on the perception or knowledge or judgement of the researcher about the required sample set. Thus, sample units are handpicked from the population.Suitable for a large population who are difficult to reach.
Preferred when the researcher has less time and money.
A study needs to be done for knowing the perception of people about women empowerment. Thus, 100 females’ students from the nearby institution were approached and included in the study as the sample units.
QuotaSelection of the sample units from the different categories of people (male, female, youngsters, teenagers, or adult) formulated in the population-based on certain criteria (quota). These categories are defined as per researcher view on traits, features, or interest. Herein, the sample is selected from each category.Applicable when different characteristics are present in population i.e. groups could be formulated from the population.
Preferred when the researcher has less time and money.
A study is done for collecting reviews of people about the cosmetic brand. Two categories are defined by the researcher i.e. male and female. Thus, placing a quota that the sample unit should be between 25-45 years, the sample of 100 people is selected.
Snowball Selection of the sample units based on the network formulated by connecting with more units form the population. Herein, approached unit suggest researcher the other units which could be included in the study.Applicable when targeted population is very less Suitable when difficult to identify or locate a targeted population.
Suitable in the case when targeted population are not willing to disclose themselves.
Preferred when researcher has less time and money.
A study is done based on the difficulties faced by undocumented immigrants. Thus, the researcher approach one such immigrant and by the help of him/her approach other immigrants for collecting information.

Table 2: Non-probability-based Quantitative research sampling method

The results of the quantitative research are mainly based on the information acquired from the sample. An effective sample yields a representable outcome. To draw valid and reliable conclusions, it is essential to carefully compute the sample size of the study and define the sampling technique of the study.

  • McCombes, S. (2019) Understanding different sampling methods . Available at: https://www.scribbr.com/methodology/sampling-methods/ (Accessed: 7 February 2020).
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Article contents

Sampling strategies for quantitative and qualitative business research.

  • Vivien Lee Vivien Lee Psychology, University of Minnesota
  • , and  Richard N. Landers Richard N. Landers Psychology, University of Minnesota
  • https://doi.org/10.1093/acrefore/9780190224851.013.216
  • Published online: 23 March 2022

Sampling refers to the process used to identify and select cases for analysis (i.e., a sample) with the goal of drawing meaningful research conclusions. Sampling is integral to the overall research process as it has substantial implications on the quality of research findings. Inappropriate sampling techniques can lead to problems of interpretation, such as drawing invalid conclusions about a population. Whereas sampling in quantitative research focuses on maximizing the statistical representativeness of a population by a chosen sample, sampling in qualitative research generally focuses on the complete representation of a phenomenon of interest. Because of this core difference in purpose, many sampling considerations differ between qualitative and quantitative approaches despite a shared general purpose: careful selection of cases to maximize the validity of conclusions.

Achieving generalizability, the extent to which observed effects from one study can be used to predict the same and similar effects in different contexts, drives most quantitative research. Obtaining a representative sample with characteristics that reflect a targeted population is critical to making accurate statistical inferences, which is core to such research. Such samples can be best acquired through probability sampling, a procedure in which all members of the target population have a known and random chance of being selected. However, probability sampling techniques are uncommon in modern quantitative research because of practical constraints; non-probability sampling, such as by convenience, is now normative. When sampling this way, special attention should be given to statistical implications of issues such as range restriction and omitted variable bias. In either case, careful planning is required to estimate an appropriate sample size before the start of data collection.

In contrast to generalizability, transferability, the degree to which study findings can be applied to other contexts, is the goal of most qualitative research. This approach is more concerned with providing information to readers and less concerned with making generalizable broad claims for readers. Similar to quantitative research, choosing a population and sample are critical for qualitative research, to help readers determine likelihood of transfer, yet representativeness is not as crucial. Sample size determination in qualitative research is drastically different from that of quantitative research, because sample size determination should occur during data collection, in an ongoing process in search of saturation, which focuses on achieving theoretical completeness instead of maximizing the quality of statistical inference.

Theoretically speaking, although quantitative and qualitative research have distinct statistical underpinnings that should drive different sampling requirements, in practice they both heavily rely on non-probability samples, and the implications of non-probability sampling is often not well understood. Although non-probability samples do not automatically generate poor-quality data, incomplete consideration of case selection strategy can harm the validity of research conclusions. The nature and number of cases collected must be determined cautiously to respect research goals and the underlying scientific paradigm employed. Understanding the commonalities and differences in sampling between quantitative and qualitative research can help researchers better identify high-quality research designs across paradigms.

  • non-probability sampling
  • convenience sampling
  • sample size
  • quantitative research
  • qualitative research

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Sampling Methods in Research Methodology; How to Choose a Sampling Technique for Research

  • January 2016
  • SSRN Electronic Journal 5(2):18-27

Hamed Taherdoost at University Canada West

  • University Canada West

Abstract and Figures

: STRENGTHS AND WEAKNESSES OF SAMPLING TECHNIQUES SOURCE: (MALHOTRA AND BIRKS, 2006)

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Emotion Regulation and Academic Burnout Among Youth: a Quantitative Meta-analysis

  • META-ANALYSIS
  • Open access
  • Published: 10 September 2024
  • Volume 36 , article number  106 , ( 2024 )

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research sampling techniques quantitative

  • Ioana Alexandra Iuga   ORCID: orcid.org/0000-0001-9152-2004 1 , 2 &
  • Oana Alexandra David   ORCID: orcid.org/0000-0001-8706-1778 2 , 3  

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Emotion regulation (ER) represents an important factor in youth’s academic wellbeing even in contexts that are not characterized by outstanding levels of academic stress. Effective ER not only enhances learning and, consequentially, improves youths’ academic achievement, but can also serve as a protective factor against academic burnout. The relationship between ER and academic burnout is complex and varies across studies. This meta-analysis examines the connection between ER strategies and student burnout, considering a series of influencing factors. Data analysis involved a random effects meta-analytic approach, assessing heterogeneity and employing multiple methods to address publication bias, along with meta-regression for continuous moderating variables (quality, female percentage and mean age) and subgroup analyses for categorical moderating variables (sample grade level). According to our findings, adaptive ER strategies are negatively associated with overall burnout scores, whereas ER difficulties are positively associated with burnout and its dimensions, comprising emotional exhaustion, cynicism, and lack of efficacy. These results suggest the nuanced role of ER in psychopathology and well-being. We also identified moderating factors such as mean age, grade level and gender composition of the sample in shaping these associations. This study highlights the need for the expansion of the body of literature concerning ER and academic burnout, that would allow for particularized analyses, along with context-specific ER research and consistent measurement approaches in understanding academic burnout. Despite methodological limitations, our findings contribute to a deeper understanding of ER's intricate relationship with student burnout, guiding future research in this field.

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Introduction

The transitional stages of late adolescence and early adulthood are characterized by significant physiological and psychological changes, including increased stress (Matud et al., 2020 ). Academic stress among students has long been studied in various samples, most of them focusing on university students (Bedewy & Gabriel, 2015 ; Córdova Olivera et al., 2023 ; Hystad et al., 2009 ) and, more recently, high school (Deb et al., 2015 ) and middle school students (Luo et al., 2020 ). Further, studies report an exacerbation of academic stress and mental health difficulties in response to the COVID-19 pandemic (Guessoum et al., 2020 ), with children facing additional challenges that affect their academic well-being, such as increasing workloads, influences from the family, and the issue of decreasing financial income (Ibda et al., 2023 ; Yang et al., 2021 ). For youth to maintain their well-being in stressful academic settings, emotion regulation (ER) has been identified as an important factor (Santos Alves Peixoto et al., 2022 ; Yildiz, 2017 ; Zahniser & Conley, 2018 ).

Emotion regulation, referring to”the process by which individuals influence which emotions they have, when they have them, and how they experience and express their emotions” (Gross, 1998b ), represents an important factor in youth’s academic well-being even in contexts that are not characterized by outstanding levels of stress. Emotion regulation strategies promote more efficient learning and, consequentially, improve youth’s academic achievement and motivation (Asareh et al., 2022 ; Davis & Levine, 2013 ), discourage academic procrastination (Mohammadi Bytamar et al., 2020 ), and decrease the chances of developing emotional problems such as burnout (Narimanj et al., 2021 ) and anxiety (Shahidi et al., 2017 ).

Approaches to Emotion Regulation

Numerous theories have been proposed to elucidate the process underlying the emergence and progression of emotional regulation (Gross, 1998a , 1998b ; Koole, 2009 ; Larsen, 2000 ; Parkinson & Totterdell, 1999 ). One prominent approach, developed by Gross ( 2015 ), refers to the process model of emotion regulation, which lays out the sequential actions people take to regulate their emotions during the emotion-generative process. These steps involve situation selection, situation modification, attentional deployment, cognitive change, and response modulation. The kind and timing of the emotion regulation strategies people use, according to this paradigm, influence the specific emotions people experience and express.

Recent theories of emotion regulation propose two separate, yet interconnected approaches: ER abilities and ER strategies. ER abilities are considered a higher-order process that guides the type of ER strategy an individual uses in the context of an emotion-generative circumstance. Further, ER strategies are considered factors that can also influence ER abilities, forming a bidirectional relationship (Tull & Aldao, 2015 ). Researchers use many definitions and classifications of emotion regulation, however, upon closer inspection, it becomes clear that there are notable similarities across these concepts. While there are many models of emotion regulation, it's important to keep from seeing them as competing or incompatible since each one represents a unique and important aspect of the multifaceted concept of emotion regulation.

Emotion Regulation and Emotional Problems

The connection between ER strategies and psychopathology is intricate and multifaceted. While some researchers propose that ER’s effectiveness is context-dependent (Kobylińska & Kusev, 2019 ; Troy et al., 2013 ), several ER strategies have long been attested as adaptive or maladaptive. This body of work suggests that certain emotion regulation strategies (such as avoidance and expressive suppression) demonstrate, based on findings from experimental studies, inefficacy in altering affect and appear to be linked to higher levels of psychological symptoms. These strategies have been categorized as ER difficulties. In contrast, alternative emotion regulation strategies (such as reappraisal and acceptance) have demonstrated effectiveness in modifying affect within controlled laboratory environments, exhibiting a negative association with clinical symptoms. As a result, these strategies have been characterized as potentially adaptive (Aldao & Nolen-Hoeksema, 2012a , 2012b ; Aldao et al., 2010 ; Gross, 2013 ; Webb et al., 2012 ).

A long line of research highlights the divergent impact of putatively maladaptive and adaptive ER strategies on psychopathology and overall well-being (Gross & Levenson, 1993 ; Gross, 1998a ). Increased negative affect, increased physiological reactivity, memory problems (Richards et al., 2003 ), a decline in functional behavior (Dixon-Gordon et al., 2011 ), and a decline in social support (Séguin & MacDonald, 2018 ) are just a few of the negative effects that have consistently been linked to emotional regulation difficulties, which include but are not limited to the use of avoidance, suppression, rumination, and self-blame strategies. Additionally, a wide range of mental problems, such as depression (Nolen-Hoeksema et al., 2008 ), anxiety disorders (Campbell-Sills et al., 2006a , 2006b ; Mennin et al., 2007 ), eating disorders (Prefit et al., 2019 ), and borderline personality disorder (Lynch et al., 2007 ; Neacsiu et al., 2010 ) are connected to self-reports of using these strategies.

Conversely, putatively adaptive strategies, including acceptance, problem-solving, and cognitive reappraisal, have consistently yielded beneficial outcomes in experimental studies. These outcomes encompass reductions in negative emotional responses, enhancements in interpersonal relationships, increased pain tolerance, reductions in physiological reactivity, and lower levels of psychopathological symptoms (Aldao et al., 2010 ; Goldin et al., 2008 ; Hayes et al., 1999 ; Richards & Gross, 2000 ).

Notably, despite the fact that therapeutic techniquest for enhancing the use of adaptive ER strategies are core elements of many therapeutic approaches, from traditional Cognitive Behavioral Therapy (CBT) to more recent third-wave interventions (Beck, 1976 ; Hofmann & Asmundson, 2008 ; Linehan, 1993 ; Roemer et al., 2008 ; Segal et al., 2002 ), the association between ER difficulties and psychopathology frequently show a stronger positive correlation compared to the inverse negative association with adaptive ER strategies, as highlighted by Aldao and Nolen-Hoeksema ( 2012a ).

Pines & Aronson ( 1988 ) characterize burnout that arises in the workplace context as a state wherein individuals encounter emotional challenges, such as experiencing fatigue and physical exhaustion due to heightened task demands. Recently, driven by the rationale that schools are the environments where students engage in significant work, the concept of burnout has been extended to educational contexts (Salmela-Aro, 2017 ; Salmela-Aro & Tynkkynen, 2012 ; Walburg, 2014 ). Academic burnout is defined as a syndrome comprising three dimensions: exhaustion stemming from school demands, a cynical and detached attitude toward one's academic environment, and feelings of inadequacy as a student (Salmela-Aro et al., 2004 ; Schaufeli et al., 2002 ).

School burnout has quickly garnered international attention, despite its relatively recent emergence, underscoring its relevance across multiple nations (Herrmann et al., 2019 ; May et al., 2015 ; Meylan et al., 2015 ; Yang & Chen, 2016 ). Similar to other emotional difficulties, it has been observed among students from various educational systems and academic policies, suggesting that this phenomenon transcends cultural and geographical boundaries (Walburg, 2014 ).

The link between ER and school burnout can be understood through Gross's ( 1998a ) process model of emotion regulation. This model suggests that an individual's emotional responses are influenced by their ER strategies, which are adaptive or maladaptive reactions to stressors like academic pressure. Given that academic stress greatly influences school burnout (Jiang et al., 2021 ; Nikdel et al., 2019 ), the ER strategies students use to manage this stress may impact their likelihood of experiencing burnout. In essence, whether a student employs efficient ER strategies or encounters ER difficulties could influence their susceptibility to school burnout.

The exploration of ER in relation to student burnout has garnered attention through various studies. However, the existing body of research is not yet robust enough, and its outcomes are not universally congruent. Suppression, defined as efforts to inhibit ongoing emotional expression (Balzarotti et al., 2010 ), has demonstrated a positive and significant correlation with both general and specific burnout dimensions (Chacón-Cuberos et al., 2019 ; Seibert et al., 2017 ), with the exception of the study conducted by Yu et al., ( 2022 ), where there is a negative, but not significant association between suppression and reduced accomplishment. Notably, research by Muchacka-Cymerman and Tomaszek ( 2018 ) indicates that ER strategies, encompassing both dispositional and situational approaches, exhibit a negative relationship with overall burnout. Situational ER, however, displays a negative impact on dimensions like inadequacy and declining interest, particularly concerning the school environment.

Cognitive ER strategies such as reappraisal, positive refocusing, and planning are, generally, negatively associated with burnout, while self-blame, other-blame, rumination, and catastrophizing present a positive association with burnout (Dominguez-Lara, 2018 ; Vinter et al., 2021 ). It's important to note that these relationships have not been consistently replicated across all investigations. Inconsistencies in the findings highlight the complexity of the interactions and the potential influence of various contextual factors. Consequently, there remains a critical need for further research to thoroughly examine these associations and identify the factors contributing to the variability in results.

Existing Research

Although we were unable to identify any reviews or meta-analyses that synthesize the literature concerning emotion regulation strategies and student burnout, recent meta-analyses have identified the role of emotion regulation across pathologies. A recent network meta-analysis identified the role of rumination and non-acceptance of emotions to be closely related to eating disorders (Leppanen et al., 2022 ). Further, compared to healthy controls, people presenting bipolar disorder symptoms reported significantly higher difficulties in emotion regulation (Miola et al., 2022 ). Weiss et al. ( 2022 ) identified a small to medium association between emotion regulation and substance use, and a subsequent meta-analysis conducted by Stellern et al. ( 2023 ) confirmed that individuals with substance use disorders have significantly higher emotion regulation difficulties compared to controls. The study of Dawel et al. ( 2021 ) represents the many research papers asking the question”Cause or symptom” in the context of emotion regulation. The longitudinal study brings forward the bidirectional relationship between ER and depression and anxiety, particularly in the case of suppression, suggesting that suppressing emotions is indicative of and can predict psychological distress.

Despite the increasing research attention to academic burnout in recent years, the current body of literature primarily concentrates on specific groups such as medical students (Almutairi et al., 2022 ; Frajerman et al., 2019 ), educators (Aloe et al., 2014 ; Park & Shin, 2020 ), and students at the secondary and tertiary education levels (Madigan & Curran, 2021 ) in the context of meta-analyses and reviews. A limited number of recent reviews have expanded their focus to include a more diverse range of participants, encompassing middle school, graduate, and university students (Kim et al., 2018 , 2021 ), with a particular emphasis on investigating social support and exploring the demand-control-support model in relation to student burnout.

The significance of managing burnout in educational settings is becoming more widely acknowledged, as seen by the rise in interventions designed to reduce the symptoms of burnout in students. Specific interventions for alleviating burnout symptoms among students continue to proliferate (Madigan et al., 2023 ), with a focus on stress reduction through mindfulness-based strategies (Lo et al., 2021 ; Modrego-Alarcón et al., 2021 ) and rational-emotive behavioral techniques (Ogbuanya et al., 2019 ) to enhance emotion-regulation skills (Charbonnier et al., 2022 ) and foster rational thinking (Bresó et al., 2011 ; Ezeudu et al., 2020 ). This underscores the significance of emotion regulation in addressing burnout.

Despite several randomized clinical trials addressing student burnout and an emerging body of research relating emotion regulation and academic burnout, there's a lack of a systematic examination of how emotion regulation strategies relate to various dimensions of student burnout. This highlights the necessity for a systematic review of existing evidence. The current meta-analysis addresses the association between emotion regulation strategies and student burnout.

A secondary objective is to test the moderating effect of school level and female percentage in the sample, as well as study quality, in order to identify possible sources of heterogeneity among effect sizes. By analyzing the moderating effect of school level and gender, we may determine if the strength of the association between student burnout and emotion regulation is contingent upon the educational setting and participant characteristics. This offers information on the findings' generalizability to all included student demographics, including those in elementary, middle, and secondary education and of different genders. Additionally, the reliability and validity of meta-analytic results rely on the evaluation of research quality, and the inclusion of study quality rating allows us to determine if the observed association between emotion regulation and student burnout differs based on the methodological rigor of the included studies.

Materials and Methods

Study protocol.

The present meta-analysis has been carried out following the Preferred Reporting Items for Systematic Review and Meta-Analyses (PRISMA) statement (Moher et al., 2009 ). The protocol for the meta-analysis was pre-registered in PROSPERO (PROSPERO, 2022 CRD42022325570).

Selection of Studies

A systematic search was performed using relevant databases (PubMed, Web of Science, PsychINFO, and Scopus). The search was carried out on 25 May of 2023 using 25 key terms related to the variables of interest, such as: (a) academic burnout, (b) school burnout, (c) student burnout (d) education burnout, (d) exhaustion, (e) cynicism, (f) inadequacy, (g) emotion regulation, (h) coping, (i) self-blame, (j) acceptance, and (h) problem solving.

Studies of any design published in peer-reviewed journals were eligible for inclusion, provided they used empirical data to assess the relationship between student burnout and emotion regulation strategies. Only studies that employed samples of children, adolescents, and youth were eligible for inclusion. For the purpose of the current paper, we define youth as people aged 18 to 25, based on how it is typically defined in the literature (Westhues & Cohen, 1997 ).

Studies were excluded from the meta-analysis if they: (a) were not a quantitative study, (b) did not explore the relationship between academic burnout and emotion regulation strategies, (c) did not have a sample that can be defined as consisting of children and youth (Scales et al., 2016 ), (e) did not utilize Pearson’s correlation or measures that could be converted to a Pearson’s correlation, (f) include medical school or associated disciplines samples.

Statistical Analysis

For the data analysis, we employed Comprehensive Meta-Analysis 4 software. Anticipating significant heterogeneity in the included studies, we opted for a random effects meta-analytic approach instead of a fixed-effects model, a choice that acknowledges and accounts for potential variations in effect sizes across studies, contributing to a more robust and generalizable synthesis of the results. Heterogeneity among the studies was assessed using the I 2 and Q statistics, adhering to the interpretation thresholds outlined in the Cochrane Handbook (Deeks et al., 2023 ).

Publication bias was assessed through a multi-faceted approach. We first examined the funnel plot for the primary outcome measures, a graphical representation revealing potential asymmetry that might indicate publication bias. Furthermore, we utilized Duval and Tweedie's trim and fill procedure (Duval & Tweedie, 2000 ), as implemented in CMA, to estimate the effect size after accounting for potential publication bias. Additionally, Egger's test of the intercept was conducted to quantify the bias detected by the funnel plot and to determine its statistical significance.

When dealing with continuous moderating variables, we employed meta-regression to evaluate the significance of their effects. For categorical moderating variables, we conducted subgroup analyses to test for significance. To ensure the validity of these analyses, it was essential that there was a minimum of three effect sizes within each subgroup under the same moderating variable, following the guidelines outlined by Junyan and Minqiang ( 2020 ). In accordance with the guidance provided in the Cochrane Handbook (Schmid et al., 2020 ), our application of meta-regression analyses was limited to cases where a minimum of 10 studies were available for each examined covariate. This approach ensures that there is a sufficient number of studies to support meaningful statistical analysis and reliable conclusions when exploring the influence of various covariates on the observed relationships.

Data Extraction and Quality Assessment

In addition to the identification information (i.e., authors, publication year), we extracted data required for the effect size calculation for the variables relevant to burnout and emotion regulation strategies. Where data was unavailable, the authors were contacted via email in order to provide the necessary information. Potential moderator variables were coded in order to examine the sources of variation in study findings. The potential moderators included: (a) participants’ gender, (b), grade level (c) study quality, and (d) mean age.

The full-text articles were independently assessed using the Standard Quality Assessment Criteria for Evaluating Primary Research Papers from a Variety of Fields tool (Kmet et al., 2004 ) by a pair of coders (II and SM), to ensure the reliability of the data, resulting in a substantial level of agreement (Cohen’s k  = 0.89). The disagreements and discrepancies between the two coders were resolved through discussion and consensus. If consensus could not be reached, a third researcher (OD) was consulted to resolve the disagreement.

The checklist items focused on evaluating the alignment of the study's design with its stated objectives, the methodology employed, the level of precision in presenting the results, and the accuracy of the drawn conclusions. The assessment criteria were composed of 14 items, which were evaluated using a 3-point Likert scale (with responses of 2 for "yes," 1 for "partly," and 0 for "no"). A cumulative score was computed for each study based on these items. For studies where certain checklist items were not relevant due to their design, those items were marked as "n/a" and were excluded from the cumulative score calculation.

Study Selection

The combined search terms yielded a total of 15,179 results. The duplicate studies were removed using Zotero, and a total of 8,022 studies remained. The initial screening focused on the titles and abstracts of all remaining studies, removing all documents that target irrelevant predictors or outcomes, as well as qualitative studies and reviews. Two assessors (II and SA) independently screened the papers against the inclusion and exclusion criteria. A number of 7,934 records were removed, while the remaining 88 were sought for retrieval. Out of the 88 articles, we were unable to find one, while another has been retracted by the journal. Finally, 86 articles were assessed for eligibility. A total of 20 articles met the inclusion criteria (see Fig.  1 ). Although a specific cutoff criterion for reliability coefficients was not imposed during study selection, the majority of the included studies had alpha Cronbach values for the instruments assessing emotion regulation and school burnout greater than 0.70.

figure 1

Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) flowchart of the study selection process

Data Overview

Among the included studies, four focused on middle school students, two encompassed high school student samples, and the remaining 14 articles involved samples of university students. The majority of the included studies had cross-sectional designs (17), while the rest consisted of 2 longitudinal studies and one non-randomized controlled pilot study. The percentage of females within the samples ranged from 46% to 88.3%, averaging 65%, while the mean age of participants ranged from 10.39 to 25. The investigated emotional regulation strategies within the included studies exhibit variation, encompassing other-blame, self-blame, acceptance, rumination, catastrophizing, putting into perspective, reappraisal, planning, behavioral and mental disengagement, expressive suppression, and others (see Table  1 for a detailed study presentation).

Study Quality

Every study surpasses a quality threshold of 0.60, and 75% of the studies achieve a score above the more conservative threshold indicated by Kmet et al. ( 2004 ). This indicates a minimal risk of bias in these studies. Moreover, 80% of the studies adequately describe their objectives, while the appropriateness of the study design is recognized in 50% of the cases, mostly utilizing cross-sectional designs. While 95% of the studies provide sufficient descriptions of their samples, only 10% employ appropriate sampling methods, with the majority relying on convenience sampling. Notably, there is just one interventional study that lacks random allocation and blinding of investigators or subjects.

In terms of measurement, 85% of the studies employ validated and reliable tools. Adequacy in sample size and well-justified and appropriate analytic methods are observed across all included studies. While approximately 50% of the studies present estimates of variance, a mere 30% of them acknowledge the control of confounding variables. Lastly, 95% of the studies provide results in comprehensive detail, with 60% effectively grounding their discussions in the obtained results. The quality assessment criteria and results can be consulted in Supplementary Material 4 .

Pooled Effects

A sensitivity analysis using standardized residuals was conducted. Provided that the residuals are normally distributed, 95% of them would fall within the range of -2 to 2. Residuals outside this range were considered unusual. We applied this cutoff in our meta-analysis to identify any outliers. The results of the analysis revealed that several relationships had standardized residuals falling outside the specified range. Re-analysis excluding these outliers demonstrated that our initial results were robust and did not significantly change in magnitude or significance. As a result, we have moved on with the analysis for the entire sample.

The calculated overall effects can be consulted in Table  2 . The correlation between ER difficulties and student burnout is a significant one, with significant positive associations between ER difficulties and overall burnout (k = 13), r  = 0.25 (95% CI = 0.182; 0.311), p  < 0.001, as well as individual burnout dimensions: cynicism (k = 9), r  = 0.28 (95% CI = 0.195; 0.353) p  < 0.001, lack of efficacy (k = 8), r  = 0.17 (95% CI = 0.023; 0.303), p  < 0.05 and emotional exhaustion (k = 11), r  = 0.27 (95% CI = 0.207; 0.335) p  < 0.001. Regarding the relationship between adaptive ER strategies and student burnout, a statistically significant result is observed solely between overall student burnout and adaptive ER (k = 17), r  = -14 (95% CI = -0.239; 0.046) p  < 0.005. The forest plots can be consulted in Supplementary Material 1 .

Heterogeneity and Publication Bias

Table 3 shows that all Q tests were significant, indicating that there is significant variation among the effect sizes of the individual studies included in the meta-analysis. Further, all I 2 indices are over 75%, ranging from 83.67% to 99.32%, which also indicates high heterogeneity (Borenstein et al., 2017 ). This consistently high level of heterogeneity indicates substantial variation in effect sizes, pointing to influential factors that significantly shape the outcomes of the included studies. Consequentially, subgroup and meta-regression analyses are to be carried out in order to unravel the underlying factors driving this pronounced heterogeneity. The results of the publication bias analysis are presented individually below and, additionally, you can consult the funnel plots included in Supplementary Material 2 .

Adaptive ER and School Burnout

Upon visual examination of the funnel plot, asymmetry to the right of the mean was observed. To validate this observation, a trim-and-fill analysis using Duval and Tweedie’s method was conducted, revealing the absence of three studies on the left side of the mean. The adjusted effect size ( r  = -0.17, 95% CI [0.27; 0.68]) resulting from this analysis was found to be higher than the initially observed effect size. Nevertheless, the application of Egger’s test did not yield a significant indication of publication bias ( B  = -5.34, 95% CI [-11.85; 1.16], p  = 0.10).

Adaptive ER and Cynicism

Following a visual examination of the funnel plot, a symmetrical arrangement of effect sizes around the mean was apparent. This finding was contradicted by the application of Duval and Tweedie's trim-and-fill method, which revealed two missing studies to the right of the mean. The adjusted effect size ( r  = 0.04, 95% CI [-0.21; 0.13]) is smaller than the initially observed effect size. The application of Egger’s test did not yield a significant indication of publication bias ( B  = -2.187, 95% CI [-8.57; 4.19], p  = 0.43).

ER difficulties and Lack of Efficacy

The visual examination of the funnel plot revealed asymmetry to the right of the mean. This finding was validated by the application of Duval and Tweedie's trim-and-fill method, which revealed two missing studies to the left of the mean and a lower adjusted effect size ( r  = 0.08, 95% CI [-0.07; 0.23]), the effect becoming statistically non-significant. The application of Egger’s test did not yield a significant indication of publication bias ( B  = 7.76, 95% CI [-16.53; 32.05], p  = 0.46).

Adaptive ER and Emotional Exhaustion

The visual examination of the funnel plot revealed asymmetry to the left of the mean. The trim-and-fill method also revealed one missing study to the right of the mean and a lower adjusted effect size ( r  = 0.00, 95% CI [-0.13; 0.12]). The application of Egger’s test did not yield a significant indication of publication bias ( B  = 7.02, 95% CI [-23.05; 9.02], p  = 0.46).

Adaptive ER and Lack of Efficacy; ER difficulties and School Burnout, Cynicism, and Exhaustion

Upon visually assessing the funnel plot, a balanced distribution of effect sizes centered around the mean was observed. This observation is corroborated by the application of Duval and Tweedie's trim-and-fill method, which also revealed no indication of missing studies. The adjusted effect size remained consistent, and the intercept signifying publication bias was found to be statistically insignificant.

Moderator Analysis

We performed moderator analyses for the categorical variables, in the case of significant relationships that were uncovered in the initial analysis. These analyses were carried out specifically for cases where there were more than three effect sizes available within each subgroup that fell under the same moderating variable.

Students’ grade level was used as a categorical moderator. Pre-university students included students enrolled in primary and secondary education, while the university student category included tertiary education students. The results, presented in Table  4 , show that the moderating effect of grade level is not significant for the relationship between adaptive ER and overall school burnout Q (1) = 0.20, p  = 0.66. At a specific level, the moderating effect is significant for the relationship between ER difficulties and overall burnout Q (1) = 9.81, p  = 0.002, cynicism Q (1) = 16.27, p  < 0.001, lack of efficacy Q (1) = 15.47 ( p  < 0.001), and emotional exhaustion Q (1) = 13.85, p  < 0.001. A particularity of the moderator analysis in the relationship between ER difficulties and lack of efficacy is that, once the effect of the moderator is accounted for, the relationship is not statistically significant anymore for the university level, r  = -0.01 (95% CI = -0.132; 0.138), but significant for the pre-university level, r  = 0.33 (95% CI = 0.217; 0.439).

Meta-regressions

Meta-regression analyses were employed to examine how the effect size or relationship between variables changes based on continuous moderator variables. We included as moderators the female percentage (the proportion of female participants in each study’s sample) and the study quality assessed based on the Standard Quality Assessment Criteria for Evaluating Primary Research Papers from a Variety of Fields tool (Kmet et al., 2004 ).

Results, presented in Table  5 , show that study quality does not significantly influence the relationship between ER and school burnout. The proportion of female participants in the study sample significantly influences the relationship between ER difficulties and overall burnout ( β , -0.0055, SE = 0.001, p  < 0.001), as well as the emotional exhaustion dimension ( β , -0.0049, SE = 0.002, p  < 0.01). Mean age significantly influences the relationship between ER difficulties and overall burnout ( β , -0.0184, SE = 0.006, p  < 0.01). Meta-regression plots can be consulted in detail in Supplementary Material 3 .

A post hoc power analysis was conducted using the metapower package in R. For the pooled effects analysis of the relationship between ER difficulties and overall school burnout, as well as with cynicism and emotional exhaustion, the statistical power was adequate, surpassing the recommended 0.80 cutoff. The analysis of the association between ER difficulties and lack of efficacy, along with the relationship between adaptive ER and school burnout, cynicism, lack of efficacy, and emotional exhaustion were greatly underpowered. In the case of the moderator analysis, the post-hoc power analysis indicates insufficient power. Please consult the coefficients in Table  6 .

The central goal of this meta-analysis was to examine the relationship between emotion-regulation strategies and student burnout dimensions. Additionally, we focused on the possible effects of sample distribution, in particular on participants’ age, education levels they are enrolled in, and the percentage of female participants included in the sample. The study also aimed to determine how research quality influences the overall findings. Taking into consideration the possible moderating effects of sample characteristics and research quality, the study aimed to offer a thorough assessment of the literature concerning the association between emotion regulation strategies and student burnout dimensions. A correlation approach was used as the current literature predominantly consists of cross-sectional studies, with insufficient longitudinal studies or other designs that would allow for causal interpretation of the results.

The study’s main findings indicate that adaptive ER strategies are associated with overall burnout, whereas ER difficulties are associated with both overall burnout and all its dimensions encompassing emotional exhaustion, cynicism, and lack of efficacy.

Prior meta-analyses have similarly observed that adaptive ER strategies tend to exhibit modest negative associations with psychopathology, while ER difficulties generally presented more robust positive associations with psychopathology (Aldao et al., 2010 ; Miu et al., 2022 ). These findings could suggest that the observed variation in the effect of ER strategies on psychopathology, as previously indicated in the literature, can also be considered in the context of academic burnout.

However, it would be an oversimplification to conclude that adaptive ER strategies are less effective in preventing psychopathology than ER difficulties are in creating vulnerability to it. Alternatively, as previously underlined, researchers should consider the frequency, flexibility, and variability in the way ER strategies are applied and how they relate to well-being and psychopathology. Further, it’s important to also address the possible directionality of the relationship. While the few studies that assume a prediction model for academic burnout and ER treat ER as a predictor for burnout and its dimensions (see Seibert et al., 2017 ; Vizoso et al., 2019 ), we were unable to identify studies that assume the role of burnout in the development of ER difficulties. Additionally, the studies identified that relate to academic burnout have a cross-sectional design that makes it even more difficult to pinpoint the ecological directionality of the relationship.

While the focus on the causal role of ER strategies in psychopathology and psychological difficulties is of great importance for psychological interventions, addressing a factor that merely reflects an effect or consequence of psychopathology will not lead to an effective solution. According to Gross ( 2015 ), emotion regulation strategies are employed when there is a discrepancy between a person's current emotional state and their desired emotional state. Consequently, individuals could be likely to also utilize emotion regulation strategies in response to academic burnout. Additionally, studies that have utilized a longitudinal approach have demonstrated that, in the case of spontaneous ER, people with a history of psychopathology attempt to regulate their emotions more when presented with negative stimuli (Campbell-Sills et al., 2006a , 2006b ; Ehring et al., 2010 ; Gruber et al., 2012 ). The results of Dawel et al. ( 2021 ) further solidify a bidirectional model that could and should be also applied to academic burnout research.

Following the moderator analysis, the results indicate that the moderating effect of grade level did not have a substantial impact on the relationship between adaptive ER and school burnout. In the context of this discussion, it is important to note that regarding the relationship between adaptive ER and overall burnout, there is an imbalance in the distribution of studies between the university and pre-university levels, which could potentially present a source of bias or error.

When it comes to the relationship between ER difficulties and burnout, the inclusion of the moderator exhibited notable significance, overall and at the dimensions’ level. Particularly noteworthy is the finding that, within the relationship involving ER difficulties and lack of efficacy, the inclusion of the moderator rendered the association statistically insignificant for university-level students, while maintaining significance for pre-university-level students. The outcomes consistently demonstrate larger effect sizes for the relationship between ER difficulties and burnout at the pre-university level in comparison to the university level. Additionally, the mean age significantly influences the relationship between ER difficulties and overall burnout.

These findings may imply the presence of additional variables that exert a varying influence at the two educational levels and as a function of age. There are several contextual factors that could be framing the current findings, such as parental education anxiety (Wu et al., 2022 ), parenting behaviors, classroom atmosphere (Lin & Yang, 2021 ), and self-efficacy (Naderi et al., 2018 ). As the level of independence drastically increases from pre-university to university, the influence of negative parental behaviors and attitudes can become limited. Furthermore, the university-level learning environment often provides a satisfying and challenging educational experience, with greater opportunities for students to engage in decision-making and take an active role in their learning (Belaineh, 2017 ), which can serve as a protective factor against student’s academic burnout (Grech, 2021 ). At an individual level, many years of experience in navigating the educational environment can increase youths’ self-efficacy in the educational context and offer proper learning tools and techniques, which can further influence various aspects of self-regulated learning, such as monitoring of working time and task persistence (Bouffard-Bouchard et al., 1991 ; Cattelino et al., 2019 ).

The findings of the meta-regression analysis suggest that the association between ER and school burnout is not significantly impacted by study quality. It’s important to interpret these findings in the context of rather homogenous study quality ratings that can limit the detection of significant impacts.

The current results underline that the correlation between ER difficulties and both overall burnout and the emotional exhaustion dimension is significantly influenced by the percentage of female participants in the study sample. Previous research has shown that girls experience higher levels of stress, as well as higher expectations concerning their school performance, which can originate not only intrinsically, but also from external sources such as parents, peers, and educators (Östberg et al., 2015 ). These heightened expectations and stress levels may contribute to the gender differences in how emotion regulation difficulties are associated with school burnout.

The results of this meta-analysis suggest that most of the included studies present an increased level of methodological quality, reaching or surpassing the quality thresholds previously established. These encouraging results indicate a minimal risk of bias in the selected research. Moreover, it’s notable that a sizable proportion of the included studies clearly articulate their research objectives and employ well-established measurement tools, that would accurately capture the constructs of interest. There are still several areas of improvement, especially with regard to variable conceptualization and sampling methods, highlighting the importance of maintaining methodological rigor in this area of research.

Significant Q tests and I 2 identified in the case of several analyses indicate a strong heterogeneity among the effect sizes of individual studies in the meta-analysis's findings. This variability suggests that there is a significant level of diversity and variation among the effects observed in the studies, and it is improbable that this diversity is solely attributable to random chance. Even with as few as 10 studies, with 30 participants in the primary studies, the Q test has been demonstrated to have good power for identifying heterogeneity (Maeda & Harwell, 2016 ). Recent research (Mickenautsch et al., 2024 ), suggests that the I 2 statistic is not influenced by the number of studies and sample sizes included in a meta-analysis. While the relationships between Adaptive ER—cynicism, ER difficulties—cynicism, Adaptive ER—lack of efficacy, and ER difficulties—lack of efficacy are based on a limited number of studies (8–9 studies), it's noteworthy that the primary study sample sizes for these relationships are relatively large, averaging above 300. This suggests that despite the small number of studies, the robustness of the findings may be supported by the substantial sample sizes, which can contribute to the statistical power of the analysis.

However, it's essential to consider potential limitations such as range restriction or measurement error, which could impact the validity of the findings. Despite these considerations, the combination of substantial primary study sample sizes and the robustness of the Q test provides a basis for confidence in the results.

The results obtained when publication bias was examined using funnel plots, trim-and-fill analyses, and Egger's tests were varying across different outcomes. In the case of adaptive emotion regulation (ER) and school burnout, no evidence of publication bias was found, suggesting that the observed effects are likely robust. The trim-and-fill analysis, however, indicated the existence of missing studies for adaptive ER and cynicism, potentially influencing the initial effect size estimate. For ER difficulties and lack of efficacy, the adjustment for missing studies in the trim-and-fill analysis led to a non-significant effect. Additionally, adaptive ER and emotional exhaustion displayed a similar pattern with the trim-and-fill method leading to a lower, non-significant effect size. This indicates the need for additional studies to be included in future meta-analyses. According to the Cochrane Handbook (Higgins et al., 2011 ), the results of Egger’s test and funnel plot asymmetry should be interpreted with caution, when conducted on fewer than 10 studies.

The results of the post-hoc power analysis reveal that the relationship between ER difficulties and cynicism, as well as emotional exhaustion, meets the threshold of 0.80 for statistical power, as suggested by Harrer et al. ( 2022 ). This implies that our study had a high likelihood of detecting significant associations between ER difficulties and these specific outcomes, providing robust evidence for the observed relationships. However, for the relationship between ER difficulties and overall burnout, the power coefficient falls just below the indicated threshold. While our study still demonstrated considerable power to detect effects, the slightly lower coefficient suggests a marginally reduced probability of detecting significant associations between ER difficulties and overall burnout.

The power coefficients for the remaining post-hoc analyses are fairly small, which suggests that there is not enough statistical power to find meaningful relationships. This shows that there might not have been enough power in our investigation to find significant correlations between the variables we sought to investigate. Even if these analyses' power coefficients are lower than ideal, it's important to consider the study's limitations and implications when interpreting the results.

Limitations and Future Directions

One important limitation of our meta-analysis is represented by the small number of studies included in the analysis. Smaller meta-analyses could result in less reliable findings, with estimates that could be significantly influenced by outliers and inclusion of studies with extreme results. The small number of studies also interferes with the interpretation of both Q and I 2 heterogeneity indices (von Hippel, 2015 ). In small sample sizes, it may be challenging to detect true heterogeneity, and the I 2 value may be imprecise or underestimate the actual heterogeneity.

The studies included in the current meta-analysis focused on investigating how individuals generally respond to stressors. However, it's crucial to remember that people commonly use various ER strategies based on particular contexts, or they could even combine ER strategies within a single context. This adaptability in ER strategies reflects the dynamic and context-dependent nature of emotional regulation, where people draw upon various tools and approaches to effectively manage their emotions in different circumstances.

Given the heterogeneity of studies that investigate ER as a context-dependent phenomenon in the context of academic burnout, as well as the diverse nature of these existing studies, it becomes imperative for future research to consider a number of key aspects. First and foremost, future studies should aim to expand the body of literature on this topic by conducting more research specifically focusing on the context-dependent and flexible nature of ER in the context of academic burnout and other psychopathologies. Taking into account the diversity of educational environments, curricula, and student demographics, these research initiatives should also include a wide range of academic contexts.

Furthermore, it is advisable for researchers to implement a uniform methodology for assessing and documenting ER strategies. This consistency in measurement will simplify the process of comparing results among different studies, bolster the reliability of the data, and pave the way for more extensive and comprehensive meta-analyses.

Insufficient research that delves into the connection between burnout and particular emotional regulation (ER) strategies, such as reappraisal or suppression, has made it unfeasible to conduct a meaningful analysis within the scope of the current meta-analysis, that could further bring specificity as to which ER strategies could influence or be affected in the context of academic burnout. Consequentially, the expansion of the inclusion criteria for future meta-analyses should be considered, along with the replication of the current meta-analysis in the context of future publications on this topic.

Future interventions aimed at addressing academic burnout should adopt a tailored approach that takes into consideration age or school-level influences, as well as gender differences. Implementing prevention programs in pre-university educational settings can play a pivotal role in equipping children and adolescents with vital emotion regulation skills and stress management strategies. Additionally, it is essential to provide additional support to girls, recognizing their unique stressors and increased academic expectations.

Implications

Our meta-analysis has several implications, both theoretical and practical. Firstly, the meta-analysis extends the understanding of the relationship between emotion regulation (ER) strategies and student burnout dimensions. Although the correlational and cross-sectional nature of the included studies does not allow for drawing causal implications, the results represent a great stepping stone for future research. Secondly, the results highlight the intricacy of ER strategies and their applicability in educational contexts. Along with the identified differences between preuniversity and university students, this emphasizes the importance of developmental and contextual factors in ER research and the necessity of having an elaborate understanding of the ways in which these strategies are used in various situations and according to individual particularities. The significant impact of the percentage of female participants on the relationship between ER strategies and academic burnout points to the need for gender-sensitive approaches in ER research. On a practical level, our results suggest the need for targeted interventions aimed at the specific needs of different educational levels and age groups, as well as gender-specific strategies to address ER difficulties.

In conclusion, the findings of the current meta-analysis reveal that adaptive ER strategies are associated with overall burnout, while ER difficulties are linked to both overall burnout and its constituent dimensions, including emotional exhaustion, cynicism, and lack of efficacy. These results align with prior research in the domain of psychopathology, suggesting that adaptive ER strategies may be more efficient in preventing psychopathology than ER difficulties are in creating vulnerability to it, or that academic burnout negatively influences the use of adaptive ER strategies in the youth population. As an alternative explanation, it might also be that the association between ER strategies, well-being, and burnout can vary based on the context, frequency, flexibility, and variability of their application. Furthermore, our study identified the moderating role of grade level and the sample’s gender composition in shaping these associations. The academic environment, parental influences, and self-efficacy may contribute to the observed differences between pre-university and university levels and age differences.

Despite some methodological limitations, the current meta-analysis underscores the need for context-dependent ER research and consistent measurement approaches in future investigations of academic burnout and psychopathology. The heterogeneity among studies may suggest variability in the relationship between emotion regulation and student burnout across different contexts. This variability could be explained through methodological differences, assessment methods, and other contextual factors that were not uniformly accounted for in the included studies. The included studies do not provide insights into changes over time as most studies were cross-sectional. Future research should aim to better understand the underlying reasons for the observed differences and to reach more conclusive insights through longitudinal research designs.

Overall, this meta-analysis contributes to a deeper understanding of the intricate relationship between ER strategies and student burnout and serves as a good reference point for future research within the academic burnout field.

Data Availability

The data that support the findings of this study are available from the corresponding author upon reasonable request.

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This work was supported by two grants awarded to the corresponding author from the Romanian National Authority for Scientific Research, CNCS—UEFISCDI (Grant number PN-III-P4-ID-PCE-2020-2170 and PN-III-P2-2.1-PED-2021-3882)

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