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Research Methodology – Types, Examples and writing Guide

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Research Methodology

Definition:

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

Structure of Research Methodology

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

I. Introduction

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

II. Research Design

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

III. Data Collection Methods

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

IV. Data Analysis Methods

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

V. Ethical Considerations

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

VI. Limitations

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

VII. Conclusion

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

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

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

Qualitative Research Methodology

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

Mixed-Methods Research Methodology

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

Case Study Research Methodology

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

Action Research Methodology

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

Experimental Research Methodology

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

Survey Research Methodology

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

Grounded Theory Research Methodology

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

Research Methodology Example

An Example of Research Methodology could be the following:

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

Introduction:

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

Research Design:

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

Participants:

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

Intervention :

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

Data Collection:

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

Data Analysis:

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

Ethical Considerations:

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

Data Management:

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

Limitations:

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

Conclusion:

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

How to Write Research Methodology

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

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

When to Write Research Methodology

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

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

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

Applications of Research Methodology

Here are some of the applications of research methodology:

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

Purpose of Research Methodology

Research methodology serves several important purposes, including:

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

Advantages of Research Methodology

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

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

Research Methodology Vs Research Methods

About the author.

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• 6. The Methodology
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• Executive Summary
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

• Readers need to know how the data was obtained because the method you chose affects the results and, by extension, how you interpreted their significance in the discussion section of your paper.
• Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and, as a consequence, undermines the value of your analysis of the findings.
• In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you have chosen a particular procedure or technique.
• The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a multiple choice questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
• The method must be appropriate to fulfilling the overall aims of the study. For example, you need to ensure that you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
• The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring. For any problems that do arise, you must describe the ways in which they were minimized or why these problems do not impact in any meaningful way your interpretation of the findings.
• In the social and behavioral sciences, it is important to always provide sufficient information to allow other researchers to adopt or replicate your methodology. This information is particularly important when a new method has been developed or an innovative use of an existing method is utilized.

Bem, Daryl J. Writing the Empirical Journal Article. Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I.  Groups of Research Methods

There are two main groups of research methods in the social sciences:

• The e mpirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences . This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for formulating hypotheses that need to be tested. This approach is focused on explanation.
• The i nterpretative group of methods is focused on understanding phenomenon in a comprehensive, holistic way . Interpretive methods focus on analytically disclosing the meaning-making practices of human subjects [the why, how, or by what means people do what they do], while showing how those practices arrange so that it can be used to generate observable outcomes. Interpretive methods allow you to recognize your connection to the phenomena under investigation. However, the interpretative group requires careful examination of variables because it focuses more on subjective knowledge.

II.  Content

The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you used to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.

The remainder of your methodology section should describe the following:

• Decisions made in selecting the data you have analyzed or, in the case of qualitative research, the subjects and research setting you have examined,
• Tools and methods used to identify and collect information, and how you identified relevant variables,
• The ways in which you processed the data and the procedures you used to analyze that data, and
• The specific research tools or strategies that you utilized to study the underlying hypothesis and research questions.

In addition, an effectively written methodology section should:

• Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
• Indicate how the approach fits the overall research design . Your methods for gathering data should have a clear connection to your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is not suitable to achieving the stated objective of your paper.
• Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom. Also be sure to explain how older data is still relevant to investigating the current research problem.
• Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors? Describe how you plan to obtain an accurate assessment of relationships, patterns, trends, distributions, and possible contradictions found in the data.
• Provide background and a rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
• Provide a justification for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of data being used? If other data sources exist, explain why the data you chose is most appropriate to addressing the research problem.
• Provide a justification for case study selection . A common method of analyzing research problems in the social sciences is to analyze specific cases. These can be a person, place, event, phenomenon, or other type of subject of analysis that are either examined as a singular topic of in-depth investigation or multiple topics of investigation studied for the purpose of comparing or contrasting findings. In either method, you should explain why a case or cases were chosen and how they specifically relate to the research problem.
• Describe potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE:   Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. If necessary, consider using appendices for raw data.

ANOTHER NOTE: If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data [e.g., through interviews or observations], the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.

YET ANOTHER NOTE:   If your study involves interviews, observations, or other qualitative techniques involving human subjects , you may be required to obtain approval from the university's Office for the Protection of Research Subjects before beginning your research. This is not a common procedure for most undergraduate level student research assignments. However, i f your professor states you need approval, you must include a statement in your methods section that you received official endorsement and adequate informed consent from the office and that there was a clear assessment and minimization of risks to participants and to the university. This statement informs the reader that your study was conducted in an ethical and responsible manner. In some cases, the approval notice is included as an appendix to your paper.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but concise. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.

Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.

Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.

Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research. Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University; Methods and Materials. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between the application of theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics . Part 1, Chapter 3. Boise State University; The Theory-Method Relationship. S-Cool Revision. United Kingdom.

Yet Another Writing Tip

Methods and the Methodology

Do not confuse the terms "methods" and "methodology." As Schneider notes, a method refers to the technical steps taken to do research . Descriptions of methods usually include defining and stating why you have chosen specific techniques to investigate a research problem, followed by an outline of the procedures you used to systematically select, gather, and process the data [remember to always save the interpretation of data for the discussion section of your paper].

The methodology refers to a discussion of the underlying reasoning why particular methods were used . This discussion includes describing the theoretical concepts that inform the choice of methods to be applied, placing the choice of methods within the more general nature of academic work, and reviewing its relevance to examining the research problem. The methodology section also includes a thorough review of the methods other scholars have used to study the topic.

Bryman, Alan. "Of Methods and Methodology." Qualitative Research in Organizations and Management: An International Journal 3 (2008): 159-168; Schneider, Florian. “What's in a Methodology: The Difference between Method, Methodology, and Theory…and How to Get the Balance Right?” PoliticsEastAsia.com. Chinese Department, University of Leiden, Netherlands.

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What is research methodology?

The basics of research methodology

Why do you need a research methodology, what needs to be included, why do you need to document your research method, what are the different types of research instruments, qualitative / quantitative / mixed research methodologies, how do you choose the best research methodology for you, frequently asked questions about research methodology, related articles.

When you’re working on your first piece of academic research, there are many different things to focus on, and it can be overwhelming to stay on top of everything. This is especially true of budding or inexperienced researchers.

If you’ve never put together a research proposal before or find yourself in a position where you need to explain your research methodology decisions, there are a few things you need to be aware of.

Once you understand the ins and outs, handling academic research in the future will be less intimidating. We break down the basics below:

A research methodology encompasses the way in which you intend to carry out your research. This includes how you plan to tackle things like collection methods, statistical analysis, participant observations, and more.

You can think of your research methodology as being a formula. One part will be how you plan on putting your research into practice, and another will be why you feel this is the best way to approach it. Your research methodology is ultimately a methodological and systematic plan to resolve your research problem.

In short, you are explaining how you will take your idea and turn it into a study, which in turn will produce valid and reliable results that are in accordance with the aims and objectives of your research. This is true whether your paper plans to make use of qualitative methods or quantitative methods.

The purpose of a research methodology is to explain the reasoning behind your approach to your research - you'll need to support your collection methods, methods of analysis, and other key points of your work.

Think of it like writing a plan or an outline for you what you intend to do.

When carrying out research, it can be easy to go off-track or depart from your standard methodology.

Tip: Having a methodology keeps you accountable and on track with your original aims and objectives, and gives you a suitable and sound plan to keep your project manageable, smooth, and effective.

With all that said, how do you write out your standard approach to a research methodology?

As a general plan, your methodology should include the following information:

• Your research method.  You need to state whether you plan to use quantitative analysis, qualitative analysis, or mixed-method research methods. This will often be determined by what you hope to achieve with your research.
• Explain your reasoning. Why are you taking this methodological approach? Why is this particular methodology the best way to answer your research problem and achieve your objectives?
• Explain your instruments.  This will mainly be about your collection methods. There are varying instruments to use such as interviews, physical surveys, questionnaires, for example. Your methodology will need to detail your reasoning in choosing a particular instrument for your research.
• What will you do with your results?  How are you going to analyze the data once you have gathered it?
• Advise your reader.  If there is anything in your research methodology that your reader might be unfamiliar with, you should explain it in more detail. For example, you should give any background information to your methods that might be relevant or provide your reasoning if you are conducting your research in a non-standard way.
• How will your sampling process go?  What will your sampling procedure be and why? For example, if you will collect data by carrying out semi-structured or unstructured interviews, how will you choose your interviewees and how will you conduct the interviews themselves?
• Any practical limitations?  You should discuss any limitations you foresee being an issue when you’re carrying out your research.

In any dissertation, thesis, or academic journal, you will always find a chapter dedicated to explaining the research methodology of the person who carried out the study, also referred to as the methodology section of the work.

A good research methodology will explain what you are going to do and why, while a poor methodology will lead to a messy or disorganized approach.

You should also be able to justify in this section your reasoning for why you intend to carry out your research in a particular way, especially if it might be a particularly unique method.

Having a sound methodology in place can also help you with the following:

• When another researcher at a later date wishes to try and replicate your research, they will need your explanations and guidelines.
• In the event that you receive any criticism or questioning on the research you carried out at a later point, you will be able to refer back to it and succinctly explain the how and why of your approach.
• It provides you with a plan to follow throughout your research. When you are drafting your methodology approach, you need to be sure that the method you are using is the right one for your goal. This will help you with both explaining and understanding your method.
• It affords you the opportunity to document from the outset what you intend to achieve with your research, from start to finish.

A research instrument is a tool you will use to help you collect, measure and analyze the data you use as part of your research.

The choice of research instrument will usually be yours to make as the researcher and will be whichever best suits your methodology.

There are many different research instruments you can use in collecting data for your research.

Generally, they can be grouped as follows:

• Interviews (either as a group or one-on-one). You can carry out interviews in many different ways. For example, your interview can be structured, semi-structured, or unstructured. The difference between them is how formal the set of questions is that is asked of the interviewee. In a group interview, you may choose to ask the interviewees to give you their opinions or perceptions on certain topics.
• Surveys (online or in-person). In survey research, you are posing questions in which you ask for a response from the person taking the survey. You may wish to have either free-answer questions such as essay-style questions, or you may wish to use closed questions such as multiple choice. You may even wish to make the survey a mixture of both.
• Focus Groups.  Similar to the group interview above, you may wish to ask a focus group to discuss a particular topic or opinion while you make a note of the answers given.
• Observations.  This is a good research instrument to use if you are looking into human behaviors. Different ways of researching this include studying the spontaneous behavior of participants in their everyday life, or something more structured. A structured observation is research conducted at a set time and place where researchers observe behavior as planned and agreed upon with participants.

These are the most common ways of carrying out research, but it is really dependent on your needs as a researcher and what approach you think is best to take.

It is also possible to combine a number of research instruments if this is necessary and appropriate in answering your research problem.

There are three different types of methodologies, and they are distinguished by whether they focus on words, numbers, or both.

➡️ Want to learn more about the differences between qualitative and quantitative research, and how to use both methods? Check out our guide for that!

If you've done your due diligence, you'll have an idea of which methodology approach is best suited to your research.

It’s likely that you will have carried out considerable reading and homework before you reach this point and you may have taken inspiration from other similar studies that have yielded good results.

Still, it is important to consider different options before setting your research in stone. Exploring different options available will help you to explain why the choice you ultimately make is preferable to other methods.

If proving your research problem requires you to gather large volumes of numerical data to test hypotheses, a quantitative research method is likely to provide you with the most usable results.

If instead you’re looking to try and learn more about people, and their perception of events, your methodology is more exploratory in nature and would therefore probably be better served using a qualitative research methodology.

It helps to always bring things back to the question: what do I want to achieve with my research?

Once you have conducted your research, you need to analyze it. Here are some helpful guides for qualitative data analysis:

➡️  How to do a content analysis

➡️  How to do a thematic analysis

➡️  How to do a rhetorical analysis

Research methodology refers to the techniques used to find and analyze information for a study, ensuring that the results are valid, reliable and that they address the research objective.

Data can typically be organized into four different categories or methods: observational, experimental, simulation, and derived.

Writing a methodology section is a process of introducing your methods and instruments, discussing your analysis, providing more background information, addressing your research limitations, and more.

Your research methodology section will need a clear research question and proposed research approach. You'll need to add a background, introduce your research question, write your methodology and add the works you cited during your data collecting phase.

The research methodology section of your study will indicate how valid your findings are and how well-informed your paper is. It also assists future researchers planning to use the same methodology, who want to cite your study or replicate it.

When you choose to publish with PLOS, your research makes an impact. Make your work accessible to all, without restrictions, and accelerate scientific discovery with options like preprints and published peer review that make your work more Open.

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• How to Write Your Methods

Ensure understanding, reproducibility and replicability

What should you include in your methods section, and how much detail is appropriate?

Why Methods Matter

The methods section was once the most likely part of a paper to be unfairly abbreviated, overly summarized, or even relegated to hard-to-find sections of a publisher’s website. While some journals may responsibly include more detailed elements of methods in supplementary sections, the movement for increased reproducibility and rigor in science has reinstated the importance of the methods section. Methods are now viewed as a key element in establishing the credibility of the research being reported, alongside the open availability of data and results.

A clear methods section impacts editorial evaluation and readers’ understanding, and is also the backbone of transparency and replicability.

For example, the Reproducibility Project: Cancer Biology project set out in 2013 to replicate experiments from 50 high profile cancer papers, but revised their target to 18 papers once they understood how much methodological detail was not contained in the original papers.

What to include in your methods section

What you include in your methods sections depends on what field you are in and what experiments you are performing. However, the general principle in place at the majority of journals is summarized well by the guidelines at PLOS ONE : “The Materials and Methods section should provide enough detail to allow suitably skilled investigators to fully replicate your study. ” The emphases here are deliberate: the methods should enable readers to understand your paper, and replicate your study. However, there is no need to go into the level of detail that a lay-person would require—the focus is on the reader who is also trained in your field, with the suitable skills and knowledge to attempt a replication.

A constant principle of rigorous science

A methods section that enables other researchers to understand and replicate your results is a constant principle of rigorous, transparent, and Open Science. Aim to be thorough, even if a particular journal doesn’t require the same level of detail . Reproducibility is all of our responsibility. You cannot create any problems by exceeding a minimum standard of information. If a journal still has word-limits—either for the overall article or specific sections—and requires some methodological details to be in a supplemental section, that is OK as long as the extra details are searchable and findable .

Imagine replicating your own work, years in the future

As part of PLOS’ presentation on Reproducibility and Open Publishing (part of UCSF’s Reproducibility Series ) we recommend planning the level of detail in your methods section by imagining you are writing for your future self, replicating your own work. When you consider that you might be at a different institution, with different account logins, applications, resources, and access levels—you can help yourself imagine the level of specificity that you yourself would require to redo the exact experiment. Consider:

• Which details would you need to be reminded of? 
• Which cell line, or antibody, or software, or reagent did you use, and does it have a Research Resource ID (RRID) that you can cite?
• Which version of a questionnaire did you use in your survey? 
• Exactly which visual stimulus did you show participants, and is it publicly available? 
• What participants did you decide to exclude? 
• What process did you adjust, during your work? 

Tip: Be sure to capture any changes to your protocols

You yourself would want to know about any adjustments, if you ever replicate the work, so you can surmise that anyone else would want to as well. Even if a necessary adjustment you made was not ideal, transparency is the key to ensuring this is not regarded as an issue in the future. It is far better to transparently convey any non-optimal methods, or methodological constraints, than to conceal them, which could result in reproducibility or ethical issues downstream.

Visual aids for methods help when reading the whole paper

Consider whether a visual representation of your methods could be appropriate or aid understanding your process. A visual reference readers can easily return to, like a flow-diagram, decision-tree, or checklist, can help readers to better understand the complete article, not just the methods section.

Ethical Considerations

In addition to describing what you did, it is just as important to assure readers that you also followed all relevant ethical guidelines when conducting your research. While ethical standards and reporting guidelines are often presented in a separate section of a paper, ensure that your methods and protocols actually follow these guidelines. Read more about ethics .

Existing standards, checklists, guidelines, partners

While the level of detail contained in a methods section should be guided by the universal principles of rigorous science outlined above, various disciplines, fields, and projects have worked hard to design and develop consistent standards, guidelines, and tools to help with reporting all types of experiment. Below, you’ll find some of the key initiatives. Ensure you read the submission guidelines for the specific journal you are submitting to, in order to discover any further journal- or field-specific policies to follow, or initiatives/tools to utilize.

Tip: Keep your paper moving forward by providing the proper paperwork up front

Be sure to check the journal guidelines and provide the necessary documents with your manuscript submission. Collecting the necessary documentation can greatly slow the first round of peer review, or cause delays when you submit your revision.

Randomized Controlled Trials – CONSORT The Consolidated Standards of Reporting Trials (CONSORT) project covers various initiatives intended to prevent the problems of  inadequate reporting of randomized controlled trials. The primary initiative is an evidence-based minimum set of recommendations for reporting randomized trials known as the CONSORT Statement . 

Systematic Reviews and Meta-Analyses – PRISMA The Preferred Reporting Items for Systematic Reviews and Meta-Analyses ( PRISMA ) is an evidence-based minimum set of items focusing  on the reporting of  reviews evaluating randomized trials and other types of research.

Research using Animals – ARRIVE The Animal Research: Reporting of In Vivo Experiments ( ARRIVE ) guidelines encourage maximizing the information reported in research using animals thereby minimizing unnecessary studies. (Original study and proposal , and updated guidelines , in PLOS Biology .) 

Laboratory Protocols Protocols.io has developed a platform specifically for the sharing and updating of laboratory protocols , which are assigned their own DOI and can be linked from methods sections of papers to enhance reproducibility. Contextualize your protocol and improve discovery with an accompanying Lab Protocol article in PLOS ONE .

Consistent reporting of Materials, Design, and Analysis – the MDAR checklist A cross-publisher group of editors and experts have developed, tested, and rolled out a checklist to help establish and harmonize reporting standards in the Life Sciences . The checklist , which is available for use by authors to compile their methods, and editors/reviewers to check methods, establishes a minimum set of requirements in transparent reporting and is adaptable to any discipline within the Life Sciences, by covering a breadth of potentially relevant methodological items and considerations. If you are in the Life Sciences and writing up your methods section, try working through the MDAR checklist and see whether it helps you include all relevant details into your methods, and whether it reminded you of anything you might have missed otherwise.

Summary Writing tips

The main challenge you may find when writing your methods is keeping it readable AND covering all the details needed for reproducibility and replicability. While this is difficult, do not compromise on rigorous standards for credibility!

• Keep in mind future replicability, alongside understanding and readability.
• Follow checklists, and field- and journal-specific guidelines.
• Consider a commitment to rigorous and transparent science a personal responsibility, and not just adhering to journal guidelines.
• Establish whether there are persistent identifiers for any research resources you use that can be specifically cited in your methods section.
• Deposit your laboratory protocols in Protocols.io, establishing a permanent link to them. You can update your protocols later if you improve on them, as can future scientists who follow your protocols.
• Consider visual aids like flow-diagrams, lists, to help with reading other sections of the paper.
• Be specific about all decisions made during the experiments that someone reproducing your work would need to know.

Don’t

• Summarize or abbreviate methods without giving full details in a discoverable supplemental section.
• Presume you will always be able to remember how you performed the experiments, or have access to private or institutional notebooks and resources.
• Attempt to hide constraints or non-optimal decisions you had to make–transparency is the key to ensuring the credibility of your research.
• How to Write a Great Title
• How to Write an Abstract
• How to Report Statistics
• How to Write Discussions and Conclusions
• How to Edit Your Work

The contents of the Peer Review Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

The contents of the Writing Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

There’s a lot to consider when deciding where to submit your work. Learn how to choose a journal that will help your study reach its audience, while reflecting your values as a researcher…

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Published by Nicolas at March 21st, 2024 , Revised On March 12, 2024

The Ultimate Guide To Research Methodology

Research methodology is a crucial aspect of any investigative process, serving as the blueprint for the entire research journey. If you are stuck in the methodology section of your research paper , then this blog will guide you on what is a research methodology, its types and how to successfully conduct one. 

Table of Contents

What Is Research Methodology?

Research methodology can be defined as the systematic framework that guides researchers in designing, conducting, and analyzing their investigations. It encompasses a structured set of processes, techniques, and tools employed to gather and interpret data, ensuring the reliability and validity of the research findings. 

Research methodology is not confined to a singular approach; rather, it encapsulates a diverse range of methods tailored to the specific requirements of the research objectives.

Here is why Research methodology is important in academic and professional settings.

Facilitating Rigorous Inquiry

Research methodology forms the backbone of rigorous inquiry. It provides a structured approach that aids researchers in formulating precise thesis statements , selecting appropriate methodologies, and executing systematic investigations. This, in turn, enhances the quality and credibility of the research outcomes.

Ensuring Reproducibility And Reliability

In both academic and professional contexts, the ability to reproduce research outcomes is paramount. A well-defined research methodology establishes clear procedures, making it possible for others to replicate the study. This not only validates the findings but also contributes to the cumulative nature of knowledge.

Guiding Decision-Making Processes

In professional settings, decisions often hinge on reliable data and insights. Research methodology equips professionals with the tools to gather pertinent information, analyze it rigorously, and derive meaningful conclusions.

This informed decision-making is instrumental in achieving organizational goals and staying ahead in competitive environments.

Contributing To Academic Excellence

For academic researchers, adherence to robust research methodology is a hallmark of excellence. Institutions value research that adheres to high standards of methodology, fostering a culture of academic rigour and intellectual integrity. Furthermore, it prepares students with critical skills applicable beyond academia.

Enhancing Problem-Solving Abilities

Research methodology instills a problem-solving mindset by encouraging researchers to approach challenges systematically. It equips individuals with the skills to dissect complex issues, formulate hypotheses , and devise effective strategies for investigation.

Understanding Research Methodology

In the pursuit of knowledge and discovery, understanding the fundamentals of research methodology is paramount. 

Basics Of Research

Research, in its essence, is a systematic and organized process of inquiry aimed at expanding our understanding of a particular subject or phenomenon. It involves the exploration of existing knowledge, the formulation of hypotheses, and the collection and analysis of data to draw meaningful conclusions. 

Research is a dynamic and iterative process that contributes to the continuous evolution of knowledge in various disciplines.

Types of Research

Research takes on various forms, each tailored to the nature of the inquiry. Broadly classified, research can be categorized into two main types:

• Quantitative Research: This type involves the collection and analysis of numerical data to identify patterns, relationships, and statistical significance. It is particularly useful for testing hypotheses and making predictions.
• Qualitative Research: Qualitative research focuses on understanding the depth and details of a phenomenon through non-numerical data. It often involves methods such as interviews, focus groups, and content analysis, providing rich insights into complex issues.

Components Of Research Methodology

To conduct effective research, one must go through the different components of research methodology. These components form the scaffolding that supports the entire research process, ensuring its coherence and validity.

Research Design

Research design serves as the blueprint for the entire research project. It outlines the overall structure and strategy for conducting the study. The three primary types of research design are:

• Exploratory Research: Aimed at gaining insights and familiarity with the topic, often used in the early stages of research.
• Descriptive Research: Involves portraying an accurate profile of a situation or phenomenon, answering the ‘what,’ ‘who,’ ‘where,’ and ‘when’ questions.
• Explanatory Research: Seeks to identify the causes and effects of a phenomenon, explaining the ‘why’ and ‘how.’

Data Collection Methods

Choosing the right data collection methods is crucial for obtaining reliable and relevant information. Common methods include:

• Surveys and Questionnaires: Employed to gather information from a large number of respondents through standardized questions.
• Interviews: In-depth conversations with participants, offering qualitative insights.
• Observation: Systematic watching and recording of behaviour, events, or processes in their natural setting.

Data Analysis Techniques

Once data is collected, analysis becomes imperative to derive meaningful conclusions. Different methodologies exist for quantitative and qualitative data:

• Quantitative Data Analysis: Involves statistical techniques such as descriptive statistics, inferential statistics, and regression analysis to interpret numerical data.
• Qualitative Data Analysis: Methods like content analysis, thematic analysis, and grounded theory are employed to extract patterns, themes, and meanings from non-numerical data.

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Choosing a Research Method

Selecting an appropriate research method is a critical decision in the research process. It determines the approach, tools, and techniques that will be used to answer the research questions. 

Quantitative Research Methods

Quantitative research involves the collection and analysis of numerical data, providing a structured and objective approach to understanding and explaining phenomena.

Experimental Research

Experimental research involves manipulating variables to observe the effect on another variable under controlled conditions. It aims to establish cause-and-effect relationships.

Key Characteristics:

• Controlled Environment: Experiments are conducted in a controlled setting to minimize external influences.
• Random Assignment: Participants are randomly assigned to different experimental conditions.
• Quantitative Data: Data collected is numerical, allowing for statistical analysis.

Applications: Commonly used in scientific studies and psychology to test hypotheses and identify causal relationships.

Survey Research

Survey research gathers information from a sample of individuals through standardized questionnaires or interviews. It aims to collect data on opinions, attitudes, and behaviours.

• Structured Instruments: Surveys use structured instruments, such as questionnaires, to collect data.
• Large Sample Size: Surveys often target a large and diverse group of participants.
• Quantitative Data Analysis: Responses are quantified for statistical analysis.

Applications: Widely employed in social sciences, marketing, and public opinion research to understand trends and preferences.

Descriptive Research

Descriptive research seeks to portray an accurate profile of a situation or phenomenon. It focuses on answering the ‘what,’ ‘who,’ ‘where,’ and ‘when’ questions.

• Observation and Data Collection: This involves observing and documenting without manipulating variables.
• Objective Description: Aim to provide an unbiased and factual account of the subject.
• Quantitative or Qualitative Data: T his can include both types of data, depending on the research focus.

Applications: Useful in situations where researchers want to understand and describe a phenomenon without altering it, common in social sciences and education.

Qualitative Research Methods

Qualitative research emphasizes exploring and understanding the depth and complexity of phenomena through non-numerical data.

A case study is an in-depth exploration of a particular person, group, event, or situation. It involves detailed, context-rich analysis.

• Rich Data Collection: Uses various data sources, such as interviews, observations, and documents.
• Contextual Understanding: Aims to understand the context and unique characteristics of the case.
• Holistic Approach: Examines the case in its entirety.

Applications: Common in social sciences, psychology, and business to investigate complex and specific instances.

Ethnography

Ethnography involves immersing the researcher in the culture or community being studied to gain a deep understanding of their behaviours, beliefs, and practices.

• Participant Observation: Researchers actively participate in the community or setting.
• Holistic Perspective: Focuses on the interconnectedness of cultural elements.
• Qualitative Data: In-depth narratives and descriptions are central to ethnographic studies.

Applications: Widely used in anthropology, sociology, and cultural studies to explore and document cultural practices.

Grounded Theory

Grounded theory aims to develop theories grounded in the data itself. It involves systematic data collection and analysis to construct theories from the ground up.

• Constant Comparison: Data is continually compared and analyzed during the research process.
• Inductive Reasoning: Theories emerge from the data rather than being imposed on it.
• Iterative Process: The research design evolves as the study progresses.

Applications: Commonly applied in sociology, nursing, and management studies to generate theories from empirical data.

Research design is the structural framework that outlines the systematic process and plan for conducting a study. It serves as the blueprint, guiding researchers on how to collect, analyze, and interpret data.

Exploratory, Descriptive, And Explanatory Designs

Exploratory design.

Exploratory research design is employed when a researcher aims to explore a relatively unknown subject or gain insights into a complex phenomenon.

• Flexibility: Allows for flexibility in data collection and analysis.
• Open-Ended Questions: Uses open-ended questions to gather a broad range of information.
• Preliminary Nature: Often used in the initial stages of research to formulate hypotheses.

Applications: Valuable in the early stages of investigation, especially when the researcher seeks a deeper understanding of a subject before formalizing research questions.

Descriptive Design

Descriptive research design focuses on portraying an accurate profile of a situation, group, or phenomenon.

• Structured Data Collection: Involves systematic and structured data collection methods.
• Objective Presentation: Aims to provide an unbiased and factual account of the subject.
• Quantitative or Qualitative Data: Can incorporate both types of data, depending on the research objectives.

Applications: Widely used in social sciences, marketing, and educational research to provide detailed and objective descriptions.

Explanatory Design

Explanatory research design aims to identify the causes and effects of a phenomenon, explaining the ‘why’ and ‘how’ behind observed relationships.

• Causal Relationships: Seeks to establish causal relationships between variables.
• Controlled Variables : Often involves controlling certain variables to isolate causal factors.
• Quantitative Analysis: Primarily relies on quantitative data analysis techniques.

Applications: Commonly employed in scientific studies and social sciences to delve into the underlying reasons behind observed patterns.

Cross-Sectional Vs. Longitudinal Designs

Cross-sectional design.

Cross-sectional designs collect data from participants at a single point in time.

• Snapshot View: Provides a snapshot of a population at a specific moment.
• Efficiency: More efficient in terms of time and resources.
• Limited Temporal Insights: Offers limited insights into changes over time.

Applications: Suitable for studying characteristics or behaviours that are stable or not expected to change rapidly.

Longitudinal Design

Longitudinal designs involve the collection of data from the same participants over an extended period.

• Temporal Sequence: Allows for the examination of changes over time.
• Causality Assessment: Facilitates the assessment of cause-and-effect relationships.
• Resource-Intensive: Requires more time and resources compared to cross-sectional designs.

Applications: Ideal for studying developmental processes, trends, or the impact of interventions over time.

Experimental Vs Non-experimental Designs

Experimental design.

Experimental designs involve manipulating variables under controlled conditions to observe the effect on another variable.

• Causality Inference: Enables the inference of cause-and-effect relationships.
• Quantitative Data: Primarily involves the collection and analysis of numerical data.

Applications: Commonly used in scientific studies, psychology, and medical research to establish causal relationships.

Non-Experimental Design

Non-experimental designs observe and describe phenomena without manipulating variables.

• Natural Settings: Data is often collected in natural settings without intervention.
• Descriptive or Correlational: Focuses on describing relationships or correlations between variables.
• Quantitative or Qualitative Data: This can involve either type of data, depending on the research approach.

Applications: Suitable for studying complex phenomena in real-world settings where manipulation may not be ethical or feasible.

Effective data collection is fundamental to the success of any research endeavour. 

Designing Effective Surveys

Objective Design:

• Clearly define the research objectives to guide the survey design.
• Craft questions that align with the study’s goals and avoid ambiguity.

Structured Format:

• Use a structured format with standardized questions for consistency.
• Include a mix of closed-ended and open-ended questions for detailed insights.

Pilot Testing:

• Conduct pilot tests to identify and rectify potential issues with survey design.
• Ensure clarity, relevance, and appropriateness of questions.

Sampling Strategy:

• Develop a robust sampling strategy to ensure a representative participant group.
• Consider random sampling or stratified sampling based on the research goals.

Conducting Interviews

Establishing Rapport:

• Build rapport with participants to create a comfortable and open environment.
• Clearly communicate the purpose of the interview and the value of participants’ input.

Open-Ended Questions:

• Frame open-ended questions to encourage detailed responses.
• Allow participants to express their thoughts and perspectives freely.

Active Listening:

• Practice active listening to understand areas and gather rich data.
• Avoid interrupting and maintain a non-judgmental stance during the interview.

Ethical Considerations:

• Obtain informed consent and assure participants of confidentiality.
• Be transparent about the study’s purpose and potential implications.

Observation

1. participant observation.

Immersive Participation:

• Actively immerse yourself in the setting or group being observed.
• Develop a deep understanding of behaviours, interactions, and context.

Field Notes:

• Maintain detailed and reflective field notes during observations.
• Document observed patterns, unexpected events, and participant reactions.

Ethical Awareness:

• Be conscious of ethical considerations, ensuring respect for participants.
• Balance the role of observer and participant to minimize bias.

2. Non-participant Observation

Objective Observation:

• Maintain a more detached and objective stance during non-participant observation.
• Focus on recording behaviours, events, and patterns without direct involvement.

Data Reliability:

• Enhance the reliability of data by reducing observer bias.
• Develop clear observation protocols and guidelines.

Contextual Understanding:

• Strive for a thorough understanding of the observed context.
• Consider combining non-participant observation with other methods for triangulation.

Archival Research

1. using existing data.

Identifying Relevant Archives:

• Locate and access archives relevant to the research topic.
• Collaborate with institutions or repositories holding valuable data.

Data Verification:

• Verify the accuracy and reliability of archived data.
• Cross-reference with other sources to ensure data integrity.

Ethical Use:

• Adhere to ethical guidelines when using existing data.
• Respect copyright and intellectual property rights.

2. Challenges and Considerations

Incomplete or Inaccurate Archives:

• Address the possibility of incomplete or inaccurate archival records.
• Acknowledge limitations and uncertainties in the data.

Temporal Bias:

• Recognize potential temporal biases in archived data.
• Consider the historical context and changes that may impact interpretation.

Access Limitations:

• Address potential limitations in accessing certain archives.
• Seek alternative sources or collaborate with institutions to overcome barriers.

Common Challenges in Research Methodology

Conducting research is a complex and dynamic process, often accompanied by a myriad of challenges. Addressing these challenges is crucial to ensure the reliability and validity of research findings.

Sampling Issues

Sampling bias:.

• The presence of sampling bias can lead to an unrepresentative sample, affecting the generalizability of findings.
• Employ random sampling methods and ensure the inclusion of diverse participants to reduce bias.

Sample Size Determination:

• Determining an appropriate sample size is a delicate balance. Too small a sample may lack statistical power, while an excessively large sample may strain resources.
• Conduct a power analysis to determine the optimal sample size based on the research objectives and expected effect size.

Data Quality And Validity

Measurement error:.

• Inaccuracies in measurement tools or data collection methods can introduce measurement errors, impacting the validity of results.
• Pilot test instruments, calibrate equipment, and use standardized measures to enhance the reliability of data.

Construct Validity:

• Ensuring that the chosen measures accurately capture the intended constructs is a persistent challenge.
• Use established measurement instruments and employ multiple measures to assess the same construct for triangulation.

Time And Resource Constraints

Timeline pressures:.

• Limited timeframes can compromise the depth and thoroughness of the research process.
• Develop a realistic timeline, prioritize tasks, and communicate expectations with stakeholders to manage time constraints effectively.

Resource Availability:

• Inadequate resources, whether financial or human, can impede the execution of research activities.
• Seek external funding, collaborate with other researchers, and explore alternative methods that require fewer resources.

Managing Bias in Research

Selection bias:.

• Selecting participants in a way that systematically skews the sample can introduce selection bias.
• Employ randomization techniques, use stratified sampling, and transparently report participant recruitment methods.

Confirmation Bias:

• Researchers may unintentionally favour information that confirms their preconceived beliefs or hypotheses.
• Adopt a systematic and open-minded approach, use blinded study designs, and engage in peer review to mitigate confirmation bias.

Tips On How To Write A Research Methodology

Conducting successful research relies not only on the application of sound methodologies but also on strategic planning and effective collaboration. Here are some tips to enhance the success of your research methodology:

Tip 1. Clear Research Objectives

Well-defined research objectives guide the entire research process. Clearly articulate the purpose of your study, outlining specific research questions or hypotheses.

Tip 2. Comprehensive Literature Review

A thorough literature review provides a foundation for understanding existing knowledge and identifying gaps. Invest time in reviewing relevant literature to inform your research design and methodology.

Tip 3. Detailed Research Plan

A detailed plan serves as a roadmap, ensuring all aspects of the research are systematically addressed. Develop a detailed research plan outlining timelines, milestones, and tasks.

Tip 4. Ethical Considerations

Ethical practices are fundamental to maintaining the integrity of research. Address ethical considerations early, obtain necessary approvals, and ensure participant rights are safeguarded.

Tip 5. Stay Updated On Methodologies

Research methodologies evolve, and staying updated is essential for employing the most effective techniques. Engage in continuous learning by attending workshops, conferences, and reading recent publications.

Tip 6. Adaptability In Methods

Unforeseen challenges may arise during research, necessitating adaptability in methods. Be flexible and willing to modify your approach when needed, ensuring the integrity of the study.

Tip 7. Iterative Approach

Research is often an iterative process, and refining methods based on ongoing findings enhance the study’s robustness. Regularly review and refine your research design and methods as the study progresses.

Frequently Asked Questions

What is the research methodology.

Research methodology is the systematic process of planning, executing, and evaluating scientific investigation. It encompasses the techniques, tools, and procedures used to collect, analyze, and interpret data, ensuring the reliability and validity of research findings.

What are the methodologies in research?

Research methodologies include qualitative and quantitative approaches. Qualitative methods involve in-depth exploration of non-numerical data, while quantitative methods use statistical analysis to examine numerical data. Mixed methods combine both approaches for a comprehensive understanding of research questions.

How to write research methodology?

To write a research methodology, clearly outline the study’s design, data collection, and analysis procedures. Specify research tools, participants, and sampling methods. Justify choices and discuss limitations. Ensure clarity, coherence, and alignment with research objectives for a robust methodology section.

How to write the methodology section of a research paper?

In the methodology section of a research paper, describe the study’s design, data collection, and analysis methods. Detail procedures, tools, participants, and sampling. Justify choices, address ethical considerations, and explain how the methodology aligns with research objectives, ensuring clarity and rigour.

What is mixed research methodology?

Mixed research methodology combines both qualitative and quantitative research approaches within a single study. This approach aims to enhance the details and depth of research findings by providing a more comprehensive understanding of the research problem or question.

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What is Research Methodology? Definition, Types, and Examples

Research methodology 1,2 is a structured and scientific approach used to collect, analyze, and interpret quantitative or qualitative data to answer research questions or test hypotheses. A research methodology is like a plan for carrying out research and helps keep researchers on track by limiting the scope of the research. Several aspects must be considered before selecting an appropriate research methodology, such as research limitations and ethical concerns that may affect your research.

The research methodology section in a scientific paper describes the different methodological choices made, such as the data collection and analysis methods, and why these choices were selected. The reasons should explain why the methods chosen are the most appropriate to answer the research question. A good research methodology also helps ensure the reliability and validity of the research findings. There are three types of research methodology—quantitative, qualitative, and mixed-method, which can be chosen based on the research objectives.

What is research methodology ?

A research methodology describes the techniques and procedures used to identify and analyze information regarding a specific research topic. It is a process by which researchers design their study so that they can achieve their objectives using the selected research instruments. It includes all the important aspects of research, including research design, data collection methods, data analysis methods, and the overall framework within which the research is conducted. While these points can help you understand what is research methodology, you also need to know why it is important to pick the right methodology.

Why is research methodology important?

Having a good research methodology in place has the following advantages: 3

• Helps other researchers who may want to replicate your research; the explanations will be of benefit to them.
• You can easily answer any questions about your research if they arise at a later stage.
• A research methodology provides a framework and guidelines for researchers to clearly define research questions, hypotheses, and objectives.
• It helps researchers identify the most appropriate research design, sampling technique, and data collection and analysis methods.
• A sound research methodology helps researchers ensure that their findings are valid and reliable and free from biases and errors.
• It also helps ensure that ethical guidelines are followed while conducting research.
• A good research methodology helps researchers in planning their research efficiently, by ensuring optimum usage of their time and resources.

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Types of research methodology.

There are three types of research methodology based on the type of research and the data required. 1

• Quantitative research methodology focuses on measuring and testing numerical data. This approach is good for reaching a large number of people in a short amount of time. This type of research helps in testing the causal relationships between variables, making predictions, and generalizing results to wider populations.
• Qualitative research methodology examines the opinions, behaviors, and experiences of people. It collects and analyzes words and textual data. This research methodology requires fewer participants but is still more time consuming because the time spent per participant is quite large. This method is used in exploratory research where the research problem being investigated is not clearly defined.
• Mixed-method research methodology uses the characteristics of both quantitative and qualitative research methodologies in the same study. This method allows researchers to validate their findings, verify if the results observed using both methods are complementary, and explain any unexpected results obtained from one method by using the other method.

What are the types of sampling designs in research methodology?

Sampling 4 is an important part of a research methodology and involves selecting a representative sample of the population to conduct the study, making statistical inferences about them, and estimating the characteristics of the whole population based on these inferences. There are two types of sampling designs in research methodology—probability and nonprobability.

• Probability sampling

In this type of sampling design, a sample is chosen from a larger population using some form of random selection, that is, every member of the population has an equal chance of being selected. The different types of probability sampling are:

• Systematic —sample members are chosen at regular intervals. It requires selecting a starting point for the sample and sample size determination that can be repeated at regular intervals. This type of sampling method has a predefined range; hence, it is the least time consuming.
• Stratified —researchers divide the population into smaller groups that don’t overlap but represent the entire population. While sampling, these groups can be organized, and then a sample can be drawn from each group separately.
• Cluster —the population is divided into clusters based on demographic parameters like age, sex, location, etc.
• Convenience —selects participants who are most easily accessible to researchers due to geographical proximity, availability at a particular time, etc.
• Purposive —participants are selected at the researcher’s discretion. Researchers consider the purpose of the study and the understanding of the target audience.
• Snowball —already selected participants use their social networks to refer the researcher to other potential participants.
• Quota —while designing the study, the researchers decide how many people with which characteristics to include as participants. The characteristics help in choosing people most likely to provide insights into the subject.

What are data collection methods?

During research, data are collected using various methods depending on the research methodology being followed and the research methods being undertaken. Both qualitative and quantitative research have different data collection methods, as listed below.

Qualitative research 5

• One-on-one interviews: Helps the interviewers understand a respondent’s subjective opinion and experience pertaining to a specific topic or event
• Document study/literature review/record keeping: Researchers’ review of already existing written materials such as archives, annual reports, research articles, guidelines, policy documents, etc.
• Focus groups: Constructive discussions that usually include a small sample of about 6-10 people and a moderator, to understand the participants’ opinion on a given topic.
• Qualitative observation : Researchers collect data using their five senses (sight, smell, touch, taste, and hearing).

Quantitative research 6

• Sampling: The most common type is probability sampling.
• Interviews: Commonly telephonic or done in-person.
• Observations: Structured observations are most commonly used in quantitative research. In this method, researchers make observations about specific behaviors of individuals in a structured setting.
• Document review: Reviewing existing research or documents to collect evidence for supporting the research.
• Surveys and questionnaires. Surveys can be administered both online and offline depending on the requirement and sample size.

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What are data analysis methods.

The data collected using the various methods for qualitative and quantitative research need to be analyzed to generate meaningful conclusions. These data analysis methods 7 also differ between quantitative and qualitative research.

Quantitative research involves a deductive method for data analysis where hypotheses are developed at the beginning of the research and precise measurement is required. The methods include statistical analysis applications to analyze numerical data and are grouped into two categories—descriptive and inferential.

Descriptive analysis is used to describe the basic features of different types of data to present it in a way that ensures the patterns become meaningful. The different types of descriptive analysis methods are:

• Measures of frequency (count, percent, frequency)
• Measures of central tendency (mean, median, mode)
• Measures of dispersion or variation (range, variance, standard deviation)
• Measure of position (percentile ranks, quartile ranks)

Inferential analysis is used to make predictions about a larger population based on the analysis of the data collected from a smaller population. This analysis is used to study the relationships between different variables. Some commonly used inferential data analysis methods are:

• Correlation: To understand the relationship between two or more variables.
• Cross-tabulation: Analyze the relationship between multiple variables.
• Regression analysis: Study the impact of independent variables on the dependent variable.
• Frequency tables: To understand the frequency of data.
• Analysis of variance: To test the degree to which two or more variables differ in an experiment.

Qualitative research involves an inductive method for data analysis where hypotheses are developed after data collection. The methods include:

• Content analysis: For analyzing documented information from text and images by determining the presence of certain words or concepts in texts.
• Narrative analysis: For analyzing content obtained from sources such as interviews, field observations, and surveys. The stories and opinions shared by people are used to answer research questions.
• Discourse analysis: For analyzing interactions with people considering the social context, that is, the lifestyle and environment, under which the interaction occurs.
• Grounded theory: Involves hypothesis creation by data collection and analysis to explain why a phenomenon occurred.
• Thematic analysis: To identify important themes or patterns in data and use these to address an issue.

How to choose a research methodology?

Here are some important factors to consider when choosing a research methodology: 8

• Research objectives, aims, and questions —these would help structure the research design.
• Review existing literature to identify any gaps in knowledge.
• Check the statistical requirements —if data-driven or statistical results are needed then quantitative research is the best. If the research questions can be answered based on people’s opinions and perceptions, then qualitative research is most suitable.
• Sample size —sample size can often determine the feasibility of a research methodology. For a large sample, less effort- and time-intensive methods are appropriate.
• Constraints —constraints of time, geography, and resources can help define the appropriate methodology.

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How to write a research methodology .

A research methodology should include the following components: 3,9

• Research design —should be selected based on the research question and the data required. Common research designs include experimental, quasi-experimental, correlational, descriptive, and exploratory.
• Research method —this can be quantitative, qualitative, or mixed-method.
• Reason for selecting a specific methodology —explain why this methodology is the most suitable to answer your research problem.
• Research instruments —explain the research instruments you plan to use, mainly referring to the data collection methods such as interviews, surveys, etc. Here as well, a reason should be mentioned for selecting the particular instrument.
• Sampling —this involves selecting a representative subset of the population being studied.
• Data collection —involves gathering data using several data collection methods, such as surveys, interviews, etc.
• Data analysis —describe the data analysis methods you will use once you’ve collected the data.
• Research limitations —mention any limitations you foresee while conducting your research.
• Validity and reliability —validity helps identify the accuracy and truthfulness of the findings; reliability refers to the consistency and stability of the results over time and across different conditions.
• Ethical considerations —research should be conducted ethically. The considerations include obtaining consent from participants, maintaining confidentiality, and addressing conflicts of interest.

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Frequently Asked Questions

Q1. What are the key components of research methodology?

A1. A good research methodology has the following key components:

• Research design
• Data collection procedures
• Data analysis methods
• Ethical considerations

Q2. Why is ethical consideration important in research methodology?

A2. Ethical consideration is important in research methodology to ensure the readers of the reliability and validity of the study. Researchers must clearly mention the ethical norms and standards followed during the conduct of the research and also mention if the research has been cleared by any institutional board. The following 10 points are the important principles related to ethical considerations: 10

• Participants should not be subjected to harm.
• Respect for the dignity of participants should be prioritized.
• Full consent should be obtained from participants before the study.
• Participants’ privacy should be ensured.
• Confidentiality of the research data should be ensured.
• Anonymity of individuals and organizations participating in the research should be maintained.
• The aims and objectives of the research should not be exaggerated.
• Affiliations, sources of funding, and any possible conflicts of interest should be declared.
• Communication in relation to the research should be honest and transparent.
• Misleading information and biased representation of primary data findings should be avoided.

Q3. What is the difference between methodology and method?

A3. Research methodology is different from a research method, although both terms are often confused. Research methods are the tools used to gather data, while the research methodology provides a framework for how research is planned, conducted, and analyzed. The latter guides researchers in making decisions about the most appropriate methods for their research. Research methods refer to the specific techniques, procedures, and tools used by researchers to collect, analyze, and interpret data, for instance surveys, questionnaires, interviews, etc.

Research methodology is, thus, an integral part of a research study. It helps ensure that you stay on track to meet your research objectives and answer your research questions using the most appropriate data collection and analysis tools based on your research design.

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• Research methodologies. Pfeiffer Library website. Accessed August 15, 2023. https://library.tiffin.edu/researchmethodologies/whatareresearchmethodologies
• Types of research methodology. Eduvoice website. Accessed August 16, 2023. https://eduvoice.in/types-research-methodology/
• The basics of research methodology: A key to quality research. Voxco. Accessed August 16, 2023. https://www.voxco.com/blog/what-is-research-methodology/
• Sampling methods: Types with examples. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/types-of-sampling-for-social-research/
• What is qualitative research? Methods, types, approaches, examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-qualitative-research-methods-types-examples/
• What is quantitative research? Definition, methods, types, and examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-quantitative-research-types-and-examples/
• Data analysis in research: Types & methods. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/data-analysis-in-research/#Data_analysis_in_qualitative_research
• Factors to consider while choosing the right research methodology. PhD Monster website. Accessed August 17, 2023. https://www.phdmonster.com/factors-to-consider-while-choosing-the-right-research-methodology/
• What is research methodology? Research and writing guides. Accessed August 14, 2023. https://paperpile.com/g/what-is-research-methodology/
• Ethical considerations. Business research methodology website. Accessed August 17, 2023. https://research-methodology.net/research-methodology/ethical-considerations/

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

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

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

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

Research Methodology 101

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

What is research methodology?

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

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

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

So, it’s the same as research design?

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

Need a helping hand?

What are qualitative, quantitative and mixed-methods?

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

Let’s take a closer look.

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

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

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

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

What is sampling strategy?

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

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

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

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

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

What are data collection methods?

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

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

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

What are data analysis methods?

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

Popular data analysis methods in qualitative research include:

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

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

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

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

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

How do I choose a research methodology?

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

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

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

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

Example of a research methodology chapter

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

Psst... there’s more!

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

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199 Comments

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Thanks for your comment.

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

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

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Choosing the Right Research Methodology: A Guide for Researchers

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Table of Contents

Choosing an optimal research methodology is crucial for the success of any research project. The methodology you select will determine the type of data you collect, how you collect it, and how you analyse it. Understanding the different types of research methods available along with their strengths and weaknesses, is thus imperative to make an informed decision.

Understanding different research methods:

There are several research methods available depending on the type of study you are conducting, i.e., whether it is laboratory-based, clinical, epidemiological, or survey based . Some common methodologies include qualitative research, quantitative research, experimental research, survey-based research, and action research. Each method can be opted for and modified, depending on the type of research hypotheses and objectives.

Qualitative vs quantitative research:

When deciding on a research methodology, one of the key factors to consider is whether your research will be qualitative or quantitative. Qualitative research is used to understand people’s experiences, concepts, thoughts, or behaviours . Quantitative research, on the contrary, deals with numbers, graphs, and charts, and is used to test or confirm hypotheses, assumptions, and theories. 

Qualitative research methodology:

Qualitative research is often used to examine issues that are not well understood, and to gather additional insights on these topics. Qualitative research methods include open-ended survey questions, observations of behaviours described through words, and reviews of literature that has explored similar theories and ideas. These methods are used to understand how language is used in real-world situations, identify common themes or overarching ideas, and describe and interpret various texts. Data analysis for qualitative research typically includes discourse analysis, thematic analysis, and textual analysis. 

Quantitative research methodology:

The goal of quantitative research is to test hypotheses, confirm assumptions and theories, and determine cause-and-effect relationships. Quantitative research methods include experiments, close-ended survey questions, and countable and numbered observations. Data analysis for quantitative research relies heavily on statistical methods.

Analysing qualitative vs quantitative data:

The methods used for data analysis also differ for qualitative and quantitative research. As mentioned earlier, quantitative data is generally analysed using statistical methods and does not leave much room for speculation. It is more structured and follows a predetermined plan. In quantitative research, the researcher starts with a hypothesis and uses statistical methods to test it. Contrarily, methods used for qualitative data analysis can identify patterns and themes within the data, rather than provide statistical measures of the data. It is an iterative process, where the researcher goes back and forth trying to gauge the larger implications of the data through different perspectives and revising the analysis if required.

When to use qualitative vs quantitative research:

The choice between qualitative and quantitative research will depend on the gap that the research project aims to address, and specific objectives of the study. If the goal is to establish facts about a subject or topic, quantitative research is an appropriate choice. However, if the goal is to understand people’s experiences or perspectives, qualitative research may be more suitable. 

Conclusion:

In conclusion, an understanding of the different research methods available, their applicability, advantages, and disadvantages is essential for making an informed decision on the best methodology for your project. If you need any additional guidance on which research methodology to opt for, you can head over to Elsevier Author Services (EAS). EAS experts will guide you throughout the process and help you choose the perfect methodology for your research goals.

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

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

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

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

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

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

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

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

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

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

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

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

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How to Write Research Methodology

Last Updated: May 27, 2024 Approved

This article was co-authored by Alexander Ruiz, M.Ed. and by wikiHow staff writer, Jennifer Mueller, JD . Alexander Ruiz is an Educational Consultant and the Educational Director of Link Educational Institute, a tutoring business based in Claremont, California that provides customizable educational plans, subject and test prep tutoring, and college application consulting. With over a decade and a half of experience in the education industry, Alexander coaches students to increase their self-awareness and emotional intelligence while achieving skills and the goal of achieving skills and higher education. He holds a BA in Psychology from Florida International University and an MA in Education from Georgia Southern University. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, several readers have written to tell us that this article was helpful to them, earning it our reader-approved status. This article has been viewed 523,213 times.

The research methodology section of any academic research paper gives you the opportunity to convince your readers that your research is useful and will contribute to your field of study. An effective research methodology is grounded in your overall approach – whether qualitative or quantitative – and adequately describes the methods you used. Justify why you chose those methods over others, then explain how those methods will provide answers to your research questions. [1] X Research source

Describing Your Methods

• In your restatement, include any underlying assumptions that you're making or conditions that you're taking for granted. These assumptions will also inform the research methods you've chosen.
• Generally, state the variables you'll test and the other conditions you're controlling or assuming are equal.

• If you want to research and document measurable social trends, or evaluate the impact of a particular policy on various variables, use a quantitative approach focused on data collection and statistical analysis.
• If you want to evaluate people's views or understanding of a particular issue, choose a more qualitative approach.
• You can also combine the two. For example, you might look primarily at a measurable social trend, but also interview people and get their opinions on how that trend is affecting their lives.

• For example, if you conducted a survey, you would describe the questions included in the survey, where and how the survey was conducted (such as in person, online, over the phone), how many surveys were distributed, and how long your respondents had to complete the survey.
• Include enough detail that your study can be replicated by others in your field, even if they may not get the same results you did. [4] X Research source

• Qualitative research methods typically require more detailed explanation than quantitative methods.
• Basic investigative procedures don't need to be explained in detail. Generally, you can assume that your readers have a general understanding of common research methods that social scientists use, such as surveys or focus groups.

• For example, suppose you conducted a survey and used a couple of other research papers to help construct the questions on your survey. You would mention those as contributing sources.

Justifying Your Choice of Methods

• Describe study participants specifically, and list any inclusion or exclusion criteria you used when forming your group of participants.
• Justify the size of your sample, if applicable, and describe how this affects whether your study can be generalized to larger populations. For example, if you conducted a survey of 30 percent of the student population of a university, you could potentially apply those results to the student body as a whole, but maybe not to students at other universities.

• Reading other research papers is a good way to identify potential problems that commonly arise with various methods. State whether you actually encountered any of these common problems during your research.

• If you encountered any problems as you collected data, explain clearly the steps you took to minimize the effect that problem would have on your results.

• In some cases, this may be as simple as stating that while there were numerous studies using one method, there weren't any using your method, which caused a gap in understanding of the issue.
• For example, there may be multiple papers providing quantitative analysis of a particular social trend. However, none of these papers looked closely at how this trend was affecting the lives of people.

Connecting Your Methods to Your Research Goals

• Depending on your research questions, you may be mixing quantitative and qualitative analysis – just as you could potentially use both approaches. For example, you might do a statistical analysis, and then interpret those statistics through a particular theoretical lens.

• For example, suppose you're researching the effect of college education on family farms in rural America. While you could do interviews of college-educated people who grew up on a family farm, that would not give you a picture of the overall effect. A quantitative approach and statistical analysis would give you a bigger picture.

• If in answering your research questions, your findings have raised other questions that may require further research, state these briefly.
• You can also include here any limitations to your methods, or questions that weren't answered through your research.

• Generalization is more typically used in quantitative research. If you have a well-designed sample, you can statistically apply your results to the larger population your sample belongs to.

Template to Write Research Methodology

Community Q&A

• Organize your methodology section chronologically, starting with how you prepared to conduct your research methods, how you gathered data, and how you analyzed that data. [13] X Research source Thanks Helpful 0 Not Helpful 0
• Write your research methodology section in past tense, unless you're submitting the methodology section before the research described has been carried out. [14] X Research source Thanks Helpful 0 Not Helpful 0
• Discuss your plans in detail with your advisor or supervisor before committing to a particular methodology. They can help identify possible flaws in your study. [15] X Research source Thanks Helpful 0 Not Helpful 0

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• ↑ http://expertjournals.com/how-to-write-a-research-methodology-for-your-academic-article/
• ↑ http://libguides.usc.edu/writingguide/methodology
• ↑ https://www.skillsyouneed.com/learn/dissertation-methodology.html
• ↑ https://uir.unisa.ac.za/bitstream/handle/10500/4245/05Chap%204_Research%20methodology%20and%20design.pdf
• ↑ https://elc.polyu.edu.hk/FYP/html/method.htm

About This Article

To write a research methodology, start with a section that outlines the problems or questions you'll be studying, including your hypotheses or whatever it is you're setting out to prove. Then, briefly explain why you chose to use either a qualitative or quantitative approach for your study. Next, go over when and where you conducted your research and what parameters you used to ensure you were objective. Finally, cite any sources you used to decide on the methodology for your research. To learn how to justify your choice of methods in your research methodology, scroll down! Did this summary help you? Yes No

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Hybrid photo paper-based microfluidic device for colorimetric detection of iodine in salt

• Open access
• Published: 03 June 2024
• Volume 6 , article number  305 , ( 2024 )

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• Arechkang Chong 1 ,
• Tharith Sriv 1 , 2 ,
• Chan Oeurn Chey 1 ,
• Sovann Khan 3 ,
• Kwanwoo Shin 4 &
• Veasna Soum 1  

Microfluidic paper-based analytical devices (µPADs) have gained widespread use in various analytical applications because they are low-cost and suitable for onsite testing. The development of µPADs, including fabrication methods, new materials, and enhancement functionality is crucial to advance their practical application in analytical chemistry. In this study, we introduce a new hybrid paper-based analytical device, the hybrid photo paper-based microfluidic device (hPPMD), which combines a photo paper-based microfluidic device (PPMD) with a µPAD. We conducted a systematic study that detailed hPPMD’s characteristics, including surface properties and fluidic transportation. The hPPMD showed two fluidic transportation behaviors: continuous flow and discontinuous flow at the device junction, depending on the orientation of the device combination. Our hPPMD could increase fluidic flow approximately four times the speed when six layers of guided channels were added. The customized hPPMD was used for colorimetric detection of iodine in table salt, and then the result was quantitatively analyzed using a computer and smartphone with color analysis software. The detection zones of the hPPMD showed a flawless circular color signal. Under optimum conditions, the hPPMD was sensitive enough to detect iodine in salt solutions at various concentrations ranging from 1 to 100 ppm. The developed hPPMD should be a simple and low-cost analytical device for onsite qualitative analysis of the iodine and other chemical contaminants in food and the environment.

Article highlights

In-depth examination of a photo paper-based microfluidic device using various types of photo papers.

Control fluidic flow, ease of reagent immobilization, and achieve flawless color signal at the detection zone in a paper-based analytical device.

Utilizing a portable analytical device for iodized salt analysis for health and safety measures

Avoid common mistakes on your manuscript.

1 Introduction

Microfluidic paper-based analytical devices (µPADs) have been used in many applications to analyze biological, environmental, and food samples at the microscale because they are portable, low-cost, efficient, and environmentally friendly [ 1 , 2 , 3 , 4 ]. Moreover, µPADs are easy to fabricate with affordable tools, and can be modified and customized the device structure to meet the typical requirements of an analytical application [ 5 , 6 ]. The device is basically composed of microchannels that enable the handling and control of sample delivery to particular reaction zones for chemical reactions to produce detectable signals of an analyte. Commonly, the µPAD is made of filter paper or chromatography paper designed with hydrophobic barriers to generate microchannels for liquid sample transportation, mixing, and separating, and a detection zone where the reagents are immobilized and the detecting signal is developed [ 7 ].

Recently, the development of µPADs has focused on designing devices for simple signal readouts, controlling fluid transportation, and enhancing sensitivity by using functional materials [ 8 , 9 , 10 ]. A counting-based measurement on paper analytical devices (cPADs) and distance-based µPADs were designed for simple result readouts without the need for any manipulation [ 10 , 11 , 12 ]. Controlling fluid flow in microfluidic devices could improve detection sensitivity and achieve multi-step protocol for sophisticated assays [ 9 , 13 ]. Regulating fluidic flow in microfluidic devices can be achieved by varying the dimensions of microfluidic channels, and adding hydrophilic or hydrophobic materials into the channels [ 5 ]. Enhancing sensitivity of detection was achieved by immobilizing nanomaterials such as gold nanoparticles, silver nanoparticles, and multiwalled carbon nanotubes [ 14 , 15 ].

A hybrid microfluidic device is created when a pristine microfluidic device encounters limitations in multiple detections, reagent immobilization, and controlling fluidic transportation for the detection of target analytes [ 16 , 17 , 18 , 19 ]. The hybridization in a microfluidic device is typically achieved by integrating it with components such as an electrochemical sensor, micro pump, nitrocellulose membrane, and μPAD [ 17 , 20 , 21 , 22 ]. For example, a hybrid paper-based microfluidic was made by combining a digital microfluidic (DMF) and a μPAD for colorimetric detection of nucleic acid, and glucose [ 23 ]. The μPAD’s function was to store reagents for glucose detection while the DMF could not be immobilized due to its hydrophobic surfaces. Recently, capillary flow-driven microfluidics were integrated with a μPAD for the detection of heavy metals [ 22 ]. The capillary-driven flow microfluidics were used for sample delivery while the μPAD was used for reagent storage and detection signal development. These works provide great examples of using hybrid analytical devices for novel analytical methods.

While µPAD has been well developed, a relatively new paper-based analytical device, a photo paper-based microfluidic device (PPMD), is an alternative type of device fabricated using photo paper and adhesive film using a lamination method [ 24 ]. The fabrication of PPMD can be done simply by cutting and laminating with affordable tools such as a desktop cutter and a desktop laminator. The fluidic flow in the PPMD is driven by capillary force, and the flow distance is linearly proportional to time. The PPMD has been used for several applications including the colorimetric detection of methyl paraoxon, thioredoxin-1, and the electrochemical detection of bisphenol A [ 21 , 24 , 25 ]. The PPMD’s channel is photo paper, which is a robust substrate that can be patterned with functional materials for a wide range of fluidic flow control for a multi-step assay protocol [ 24 ]. In addition, it was also possible to pattern electrodes for electrochemical sensors in the PPMD’s channel [ 25 ]. Despite a number of advantages, there have been a limited number of studies conducted to explore more characteristics of the PPMD, tailoring device functionality through hybridization, and usage for analysis of a wide range of samples including biomarkers, water, and food.

Table salt is a daily food that is commonly iodized between 15 and 40 ppm as recommended by the World Health Organization (2007). An essential microelement, iodine, is required by the human body and is used by the thyroid gland to synthesize triiodothyronine (T3) and thyroxine (T4). Various methods have been used for iodine content analysis including iodometric titration [ 26 ], spectrophotometry [ 27 ], and high-performance liquid chromatography (HPLC) [ 28 ]. For more sensitive and accurate measurements, inductively coupled plasma mass spectrometry (ICP-MS) has been used [ 29 ]. In addition to the use of heavy instruments for the detection of iodine, simple iodine testing devices have been developed for onsite measurements [ 30 , 31 ]. Because the devices are cost-effective and simple to use without the need for complicated operation, these point-of-need devices are essential for the control of iodine deficiency disorders, especially in areas where household coverage with adequately iodized salt is significant. In Cambodia, for example, reports have resulted in concerning findings pertaining to iodization efforts [ 32 , 33 , 34 ]. A staggering 60% of collected commercial table salt samples were found to be non-iodized. Additionally, a significant 92% of samples with added iodine were deemed unsatisfactory, suggesting the problem of a prevalence iodine deficiency in the population.

In this work, we expand our exploration of a photo paper-based microfluidic device (PPMD) by conducting studies on fluidic velocity through using various commercially available photo papers, increasing the height of the channels, and integrating with a μPAD. By combining PPMD with a conventional µPAD, we made a hybrid photo paper-based microfluidic device (hPPMD). This hPPMD is designed as an alternative field-testing device and can be used for colorimetric detection of iodine in salt, as an example of application. This iodine sensing device is intended as a tool to assist in combating iodine deficiency by providing a rapid method for determining iodine content of salt for consumption. Freeware for computers and smartphones was used for quantitative analysis of the color signal of the detection. The accuracy of the method was analyzed using the spiking method and confirmed by spectrophotometric results.

2 Materials and method

2.1 chemicals and apparatus.

All chemicals used in this experiment were of analytical grade. Starch soluble (9005-84-9) and potassium iodide (KI, 7681-11-0) were obtained from Merck (Darmstadt, Germany). Potassium iodate (KIO 3 , 7758-05-6) was purchased from Fisher Scientific (Canada). Citric acid monohydrate (5949-29-1) was obtained from Scharlau (Spain). All the standard and reagent solutions were prepared using absolute pure water (18.2 MΩ.cm, Labaqua). Single-side glossy photo papers (HL (260 gsm), Epson (S042187), Epson (S041140), Formtec (IH-3810), HP (HP C7891A), and Color inkjet (HC4020)) were purchased from local stores. Adhesive plastic film (G2140, Printec, Korea), Whatman filter paper grades 1, 2, 4, 5, and 6 (Whatman) and filter paper 5C (Advantec, Korea) were materials used for device fabrication and optimization. A Silhouette cutting machine was used to cut each layer before the lamination. A Dino-Lite microscope was used to capture contact angle images on the photo paper and plastic film. The UV/Vis spectrophotometer (X4PC, Munroscientific) was used as the reference method to compare the results.

2.2 Fabrication of microfluidic channels

The fabrication process initially started by designing an electronic file using the Silhouette Studio program (Version 3.0). After the channels design of device was done, it was uploaded and USB-connected to a digital cutter (Silhouette Curio) for cutting with its blade. Materials for the fabrication of the microfluidics including photo paper, filter paper, and adhesive film were cut with speed and pressure of 2 cm/s and 6, respectively. After the components of the PPMD were prepared, they were laminated manually. The order of the layers was photo paper, cut-adhesive film, and cut-adhesive film as the last layer. To prepare a hPPMD, a circular shape of cut-filter paper was inserted between the first and second layers of the adhesive films of the PPMD. We used photo paper (HL (260 gsm)) for the fabrication of hPPMD for fluidic flow observation and iodine detection because the color of the photo paper significantly contrasts with the color signal (purple) from the detection.

2.3 Reagent and standard solution preparation

A standard stock solution of iodine (1000 ppm) was prepared by dissolving 1.6850 g of KIO 3 in 1000 mL of deionized water. The stock solution was further diluted to prepare the calibration solution. A 3.0% KI solution was prepared by dissolving 3.0 g of KI in 100 mL of deionized (DI) water. A 2.0% starch indicator solution was prepared by dissolving 2.0 g of soluble starch in 100 mL of DI water. The solution was gently heated on a hot plate until it dissolved. A 5.0% citric acid solution was prepared by weighing 5.0 g of citric acid in a 100 mL volumetric flask. The flask was then filled with DI water.

2.4 Colorimetric detection procedure for iodine

In the analysis step, the reagents were first immobilized on filter paper located in the detection zones. DI water was added to the control filter paper instead of reagents. Two microliters of 2.0% starch, 5.0% citric acid, and 3.0% KI were added to each filter. The reagents were dried for a few minutes before being assembled into the hPPMD. Subsequently, 40 µL of the standard or sample was added to the sample zone. The liquid was then split and allowed to passively flowed to each detection zone via capillary action. The color reaction in the presence of iodine was captured using a smartphone camera (17 MP, Sony XZ2). The color intensity developed was then analyzed using ImageJ software and RGB Color Detector (a smartphone application) for quantification of gray and red intensity values, respectively. The value was normalized by subtracting it from 255. Higher concentrations of iodine in the test solution produced a more intense color with a high normalized gray value (ranging from 0 to 255).

2.5 Method validation procedure

For verification, a standard calibration curve was constructed using different iodine standard concentrations (1–100 ppm). The accuracy of the device was studied by calculating the recovery of the iodine-spiked salt samples at 30 ppm with a 20% salt matrix solution. The obtained results were compared with spectrophotometric results as a reference method. The limit of detection (LOD) and limit of quantification (LOQ) were calculated as 3.3 ×  SD/m and 10 ×  SD/m, respectively, where SD and m are the standard deviations of the response and slope of a linear calibration curve, respectively [ 35 ].

3 Results and discussion

3.1 fabrication and characterization of the photo paper-based microfluidic device.

The width of a photo paper-based channel is defined by the width of a guided channel that is cut by the cutting tool. To achieve a finely guided channel using the digital cutter, the cutting speed should be slow; the cutting blade should be sharp enough; and the cutting mat should be sticky enough to fix the movement of the cutting material. In our cutting setup, we achieved a width of the channel as small as 0.25 mm while the larger channel width was easily made (Fig. S1 ). The guided channel was created by laminating a cut-adhesive film onto the surface of the photo paper. Then it was laminated by a second layer of adhesive film to form a photo paper-based fluidic channel that allows fluidic to flow.

After the photo paper-based channel was formed, we loaded color solution into the channel to observe fluidic flow characteristics. The color solution flowed along the guiding channel with a certain velocity without much penetration outside the channel, indicating that the channel wall was properly created (Fig.  1 a). The flow of the solution was induced by capillary wicking and capillary-driven flow created by the hydrophilic surface of the photo paper (Contact angle: 48.0°) and the hydrophobic surface of the top cover (Contact angle: 119.0°). The fluid flow in the photo paper-based channel was not only along the guided channel but also had wicking down into the matrix of photo paper. To observe the absorption of the fluid on the photo paper surface, the contact angle was measured as a function of time after dropping 5 µL of the water droplet. It took approximately 11 min for the water droplet to be completely absorbed (Fig. S2 ).

a A photo paper-based microfluidic channel with a color solution added to visualize the channel and its higher magnification. b Average fluid velocity and contact angle of various types of photo paper. c Average fluid flow velocity versus the fluidic channel height

The surface energy of photo paper induces a capillary-driven flow of fluid in the PPMD. Different commercially available photo papers can have different surface energy properties. We used six brands of commercial photo papers to observe their surface contact angle. Those photo papers were used for the fabrication of photo paper-based microfluidic channels and for observing their fluidic transport characteristics. Figure  1 b shows the measured average velocity and contact angle of different types of photo paper. It is clear that the photo paper-based channel, fabricated with the photo paper having a higher surface contact angle, induced slower fluidic velocity. Conversely, the use of photo paper with a lower surface contact angle resulted in faster fluidic transport. The velocity made by the photo papers ranged from about 0.33–4.56 mm/s. This finding suggests that the selection of photo papers to be used for the fabrication of PPMD is important when a certain flow velocity is required.

To extend our investigation on PPMD, we studied the velocity of the fluid in the device when the channel heights were varied. In this case, we selected the HL photo paper for the fabrication of photo paper-based channels for the flow observation. The height of the fluidic channel could be increased by adding more channel layers to the device. One layer was equivalent to 100 µm. Figure  1 c shows the average velocity of the fluid at different heights of channels from 0.1 to 0.6 mm. It should be noted that we could achieve good lamination of the adhesive films only up to 6 layers, due to the difficulty of alignment of each layer. The average fluid velocity varied with channel height. As the height of the channel increased, the fluid tended to flow more rapidly. At a 0.6 mm (6 channel layers) channel height, the velocity increased by approximately four times (1.31 mm/s) compared to that of the single channel-layered device (0.33 mm/s). This can be explained by the relative importance of the channel wall, which is a hydrophilic surface (contact angle: 75.0°). When the channel height increases, the hydrophilic area also increases and contributes to an increase in the capillary-driven flow, resulting in an increase in fluidic velocity.

The average fluid velocity was studied with respect to various widths of the channel. With an increase in the channel width, a higher fluid flow velocity was obtained, which decreased slightly over wider channels (Fig. S3 ). This phenomenon is because of the relative importance of the channel wall. When the channel is smaller, higher fluidic resistance is created. When the fluidic channel is greater than 3 mm in width, the flow slightly decreases and slightly changes in the larger channel. A similar characteristic was observed and explained in previous studies [ 24 ]. The maximum fluidic velocity is obtained when the channel width is 3.0 mm, while the fluidic velocity decreases in wider channels. This decrease in velocity is attributed to the reduced driving pressure in wider channels.

3.2 Fluidic flow in the hybrid photo paper-based microfluidic device

Fluidic flow in both μPAD and PPMD is a type of capillary flow that is continuous from the inlet to the outlet when there is sufficient sample volume. This continuous flow was and was not observed in the hPPMD, depending on the orientation of the flow direction. When the liquid solution flowed from a photo paper-based channel to a filter paper-based channel of the μPAD, the solution was transferred continuously from one channel to another (Fig.  2 a). The filter paper-based channel with high wettability, therefore, creates capillary action and a quick intake of the solution into its porous matrix to create flow. On the other hand, when the solution flowed from the filter paper-based channel, the liquid solution could not continue into the photo paper-based channel (Fig.  2 b). The liquid solution was not transferred from the filter paper-based channel to the photo paper-based channel because the photo paper-based channel had lower surface wettability compared to the filter paper. Having a surface contact angle of 48.0°, photo paper could absorb water approximately in the amount of 0.12 mg/mm 2 when immersed in water for 200 s, while filter paper absorbs it immediately upon immersion. Additionally, the filter paper has a higher surface absorption capacity than the photo paper-based channel, thus, the liquid solution prefers to stay on the surface of the filter paper. The fluidic flow characteristic observed in the hPPMD, which is an integration of a filter and a photo paper-based channel, can be the basis for developing a microfluidic valve in paper-based microfluidic devices.

a Images of the photo-filter paper hybrid channel with a color solution and b images of the filter-photo paper hybrid channel with a color solution indicated that the fluidic flow was unable to pass to the photo paper channel from the filter paper channel. c The fluid flow distance versus time in the 2 mm width of photo paper, filter paper, and hybrid photo paper-based channel

We created four microfluidic channels made of filter, filter-photo, photo-filter, and photo paper with a channel dimension of 2 × 70 mm for the evaluation of fluid flow characteristics. The liquid solution was loaded into each microfluidic channel and then we measured the position of the convex meniscus of the solution as a function of time (Fig.  2 c). As expected, the lateral flow of liquid solution in a filter paper-based channel had the same behavior as Washburn flow, while the lateral flow of liquid in a photo paper-based channel was linearly proportional to time [ 24 , 36 ]. In the filter-photo paper-based channel, the velocity of the liquid solution was initially similar to the flow behavior in the conventional paper-based microfluidic channel, but at the junction between the filter and photo paper channels, the flow was unable to continue to the photo paper-based channel. In the case of a photo-filter paper-based channel, the flow was continuous from the loading zone to the end of the channel. The flow in the filter paper-based channel, after the junction between the photo and filter paper-based channels, had a faster speed than in the photo paper-based channel.

The fluid transport length through the photo paper-based channel was measured and compared with the length of the flow through the filter paper-based channel. It was observed that the fluid traveled longer distances through the filter paper than through the photo paper (Fig. S4). In the photo paper-based channel, most liquids undergo capillary-driven flow rather than capillary wicking. Hence, most fluid fills in the opening between the plastic cover and the substrate surface, rather than in the paper matrix. In the filter paper, the liquid is wicked into the porous network of the cellulose fiber, enabling longer distances through the channel.

3.3 Fabrication of a hybrid photo paper-based microfluidic device for iodine detection

Figure  3 a shows the structure of the hPPMD which consists of three layers. Photo paper was used as the substrate in the first layer to allow the liquid sample to flow along the channels. The second and third (upper) layers were single-adhesive plastic films. The second layer was cropped to create microfluidic channels. The cover was also cropped with a small hole at the edge of each detection zone to provide an air outlet for a liquid sample to flow. At the detection zones where there was integration of the µPAD, the filter paper was cut into circular shapes and inserted. This µPAD was used for ease of reagent immobilization and complex development. In this hPPMD, three detection zones were created: one for the control zone and two for the detection zones, where color signals would be developed in the presence of iodine. Each zone was connected by a channel to the sample splitting zone located at the center of the hPPMD. A cross-sectional view of the hPPMD is shown in Fig.  3 b. The thickness of the paper substrate measured by using a micrometer was about 327 µm. The fluidic channel height was fixed at 100 µm according to the manufacturer’s information. The channel height can be increased by adding more layers of plastic film. Each added layer increases the channel height by 100 µm. At the detection zones, filter paper with a 5.5 mm diameter and immobilized reagents were inserted. The images of the hPPMD, both with and without a loaded color solution are shown in Fig.  3 c.

Schematic design of the hPPMD showing: a The patterns of each layer of the hPPMD consisted of a photo paper (substrate), two adhesive films (guided channel and cover) and three circular-shaped filter papers (reagent storage) inserted at detection zones. b Cross-sectional view of the hPPMD. c The fabricated hPPMD images before and after the color solution have been added

3.4 Optimization for colorimetric detection of iodine

Obtaining an optimal method for analytical application is necessary for achieving higher detection sensitivity. As stated earlier, a PPMD is a relatively new type of microfluidic device. The scope of utilization of the device platform is still small, unlike the µPADs that have been used for the detection of many analytes. The colorimetric detection of iodine in salt follows a reaction: the reduction reaction of iodate to iodine. The iodine is subsequently formed into a complex with the starch indicator to produce a purple-colored compound as shown in Eqs. ( 1 ) & ( 2 ).

We first conducted experiments to confirm whether using photo paper or filter paper for the detection zone provides higher color signal. Three microfluidic devices were made for comparative study: PPMD, µPAD, and hPPMD. After loading a salt solution containing iodine at 40 ppm into each device, a color signal was developed in the detection zone (Fig.  4 a). The lowest color intensity, which was obtained in the detection zone made of photo paper indicates low detection sensitivity. On the other hand, the color intensity was much higher in the detection zones of the µPAD and hPPMD was much higher. This confirmed that using filter paper for detection provided a stronger signal of detection for the iodine assay. The higher sensitivity can be attributed to the better stability of the reagent stored on the filter paper, in comparison to the photo paper. Even though the detection signal of the µPAD was clear enough, the detection signal was not evident only in the detection zone but also in the channel of the µPAD, creating a neck. This phenomenon was not observed in the hPPMD. The flawless circular color signal in hPPMD was achieved because fluidic flow into the filter paper matrix was unfavorable to flow back to the photo paper-based channel. There was no a fibrous network connecting filter paper-based to photo paper-based channels, so back and forth flow back and forth was not likely to happen in the hPPMD. Acceptable homogeneity of the color signal was obtained even without surface treatment at the detection zone.

a Colorimetric detection of iodine using paper analytical devices: PPMD, µPAD, and hPPMD. Optimization of b reaction time, c filter paper type, d KI concentration, e citric acid concentration, and f starch concentration for best achieving the detection signal

The effect of the reaction time and various grades of filter paper on the analytical response was evaluated with a sample volume of 40 µL. The sample volume was also pretested in the device to ensure sufficient volumes of liquid flow in all channels. The effect of reaction time is shown in Fig.  4 b. The color developed immediately as the sample reached the detection zone and was captured by a camera. The color intensity of the iodine starch complex reached a maximum intensity at approximately 1 min and continued to fluctuate slightly. However, after 5.5 min, the intensity began to drop. This reduction can be explained by the reformation and sublimation of elemental iodine. As the solution is absorbed into the photo paper matrix and exposed to air, elemental iodine reforms from the triiodide complex. Subsequently, this elemental iodine slowly sublimates. This sublimation process leads to the gradual loss of iodine from the detection zone, resulting in a decrease in color intensity over time. We selected a reaction time of 1 min as the optimal time to capture the analytical signal.

The selection of filter papers for use at the detection zone included six filter paper substrates with different pore sizes namely Whatman No. 1, Whatman No. 2, Whatman No. 4, Whatman No. 5, Whatman No. 6, and Advantech 5c. The experimental conditions, except for variations in the type of filter paper, were kept fixed. Among the filter paper substrates tested, Whatman No. 4 filter paper provided the highest mean color intensity (Fig.  4 c). This can be explained by the low particle retention (20–25 µm typical porosity) of this filter paper which meant the substrate could easily infiltrate the complex form. The resulting color was more uniform throughout the detection zone. As a result, Whatman filter paper No. 4 was selected for further study.

The effect of the reagent concentration on the mean color intensity in the detection zones was investigated. The effects of various concentrations of KI, citric acid, and starch on the analytical responses are shown in Fig.  4 d, e, and f. KI concentrations from 0.1 to 10.0% were studied. The mean color intensity increased as the KI concentration increased to 3.0%. At higher concentrations, a plateau was observed. Therefore, 3.0% KI was selected as the optimum concentration. For citric acid, the response reached its highest intensity at a 5.0% acid concentration and stopped increasing at higher concentrations. Therefore, 3.0% citric acid was selected as the optimal acid concentration for hPPMD. Figure  4 f shows a graph of the increased concentrations of starch from 0.1 to 3.0%. The resulting mean color intensity was highest at 2.0% starch. Thus, 3.0% KI, 5.0% citric acid and 2.0% starch were selected as the optimal conditions for calibration curve preparation.

3.5 Colorimetric detection of iodine in salts

After the selection of filter paper (Whatman No. 4), incubation time (1 min), and reagent concentrations (KI: 3.0%, citric acid: 5.0%, and starch: 2.0%) were completed, we performed the colorimetric detection of iodine. It is important to highlight that incorporating filter paper into the detection zone of the hPPMD offers the distinct advantage of producing a flawless circular color signal. This configuration ensures that the color signal is confined solely to the detection zone, preventing its dispersion into other parts of the channel. This not only facilitates straightforward measurement but also enhances the overall accuracy of the measurement process.

The images of the response in the detection zone at various concentrations (0–100 ppm) of iodine and their analysis are presented in Fig.  5 . The hPPMDs were captured by smartphone camera for further color intensity analysis using a computer and smartphone (Fig.  5 a). After the iodine standard solution was loaded into the hPPMD, the color developed at two detection zones (T 1 and T 2 ), and the control zone remained unchanged (Fig.  5 b). By using ImageJ software on a computer, we could construct a calibration curve plotting the mean color intensity versus iodine concentrations (Fig.  5 c). To obtain a linear plot for the entire range, the iodine concentrations were fitted to logarithmic values. The linearity coefficient of the calibration curve ( R 2 ) in the range of 1–100 ppm was 0.9977 with the equation y  = 44.758 x  + 139.92. The LOD and LOQ in the test solution were determined to be 1.62 ppm and 4.32 ppm, respectively, as iodine, which corresponded to 2.23 ppm and 5.95 ppm as iodate (IO3-), respectively. For another method of color intensity analysis, we used a smartphone with the RGB Color Detector application installed. This method is straightforward because the images can be taken and analyzed with the same tool without needing to be transferred to another device. The calibration curve was obtained by plotting the mean color intensity versus iodine concentrations (Fig.  5 d). The linearity coefficient of the calibration curve ( R 2 ) was good and suitable for the analysis.

a Tools for quantitative analysis of the color intensity from the detection: i computer and ii smartphone. b hPPMD used for colorimetric detection of iodine in salt solution containing various concentrations of iodine from 1 to 100 ppm. c Calibration curve of iodine concentration versus mean intensity analyzed by computer software, ImageJ . d Calibration curve of iodine concentration versus mean intensity analyzed by a smartphone application, RGB Color Detector

The results indicated that the hPPMD was sufficiently sensitive and suitable for detecting the iodine present in the salt sample. The results of the real sample analysis are presented in Table  1 . The accuracy of the developed hPPMD was also applied to real salt samples using a spiking technique. Non-iodized fine salt and coarse salt samples were used in this study. The 20% salt solution was spiked with an iodine standard at 30 ppm in the final solution and analyzed using hPPMD. No iodine was detected in the non-spiked samples (< LOD). After spiking, the iodine recoveries in fine salt and coarse salt were 100.53 ± 6.03% and 91.44 ± 4.12%, respectively. These percentage recoveries indicate that hPPMD can be used for iodine assays in real salt samples. The salt samples analyzed with this hPPMD were also detected by a UV/Vis spectrophotometric method using the same colorimetric reagent at 583 nm as the optimum wavelength. The result from the hPPMD was very similar to that from the spectrophotometric method.

A comparison of iodine detection using our hPPMD with other paper-based devices for iodine detection is presented in Table  2 . The testing time in this hPPMD was comparable to the reported devices [ 37 , 38 ] and notably shorter than a device employing fluorometric detection [ 39 ]. With this proposed device, the sample volume needed per test was similar to most paper-based methods, except for the card titration method, which required at least 125µL [ 40 ]. In terms of sensitivity, the LOD and LOQ of this hPPMD were lower than those of the ink stamp method [ 37 ] and were not much higher than another reported method [ 38 , 39 , 40 ]. However, the device demonstrates sufficient sensitivity for the detection of iodine in iodized salt, typically in the range of 15–40 ppm.

4 Conclusions

The hybrid photo-paper-based microfluidic device (hPPMD) was developed by combining a photo paper-based microfluidic device (PPDM) and a microfluidic paper-based analytical device (µPAD). The PPMD was designed and used for liquid sample delivery, while µPAD was used for storing reagents in the detection zone. We have characterized the fabricated device, including its channel surface properties and fluidic flow. By adding more layers to increase the height of the guided channel, the fluidic flow was increased. We were able to achieve approximately four times the speed when six layers of guided channel were added. The fluidic flow characteristics observed in the hPPMD proposed an idea for the development of a microfluidic valve in paper-based microfluidic devices. Flawless reagent immobilization in the hPPMD allowed us to achieve a flawless color signal developed at the detection zone. Under the optimal conditions such as paper type, reagent concentration, and time to readout of results, the fabricated hPPMD was successfully applied for iodine detection in salt samples at various concentrations ranging from 1 to 100 ppm. The accuracy of the method was confirmed by a fortified method and a spectrophotometric result comparison. The recoveries were in the acceptable range. Under optimal conditions, this hPPMD can detect iodine in salt solutions down to 1.62 ppm, which is sufficiently sensitive for salt iodine determination. The developed hPPMD for iodine detection should be a potential analytical device that opens a route to aid in the prevention and control of iodine deficiency disorders, especially in the developing world. The hPPMD may be a new technological means for such efforts, and have applications in food, water, and biomarker analysis.

Data availability

The authors declare that the data supporting the findings of this study are available within the paper. Should any raw data files be needed in another format they are available upon reasonable request.

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Acknowledgements

This work is supported by Higher Education Improvement Project (HEIP) funded by the Royal Government of Cambodian (IDA Credit No. 6221-KH) through the Ministry of Education, Youth and Sport, and the Sweden-RUPP Bilateral Programme (Sida Contribution No. 11599). The authors would like to thank the Research Office of the Royal University of Phnom Penh for editing the English language in this paper. V.S. would like to thank the Ministry of Industry, Science, Technology & Innovation (MISTI) for promoting the recognition of Outstanding Cambodian Scientists.

This work was supported by Higher Education Improvement Project (HEIP) funded by the Royal Government of Cambodian (IDA Credit No. 6221-KH) through Ministry of Education, Youth and Sport, and Sweden-RUPP Bilateral Programme (Sida Contribution No. 11599).

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Arechkang Chong, Tharith Sriv, Chan Oeurn Chey & Veasna Soum

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International Institute for Carbon-Neutral Energy Research, (WPI-I2CNER), Kyushu University, 744 Motooka, Nishi-ku, Fukuoka, 819-0395, Japan

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Chong, A., Sriv, T., Chey, C.O. et al. Hybrid photo paper-based microfluidic device for colorimetric detection of iodine in salt. Discov Appl Sci 6 , 305 (2024). https://doi.org/10.1007/s42452-024-06000-2

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The internet is awash in instructional videos that can teach curious viewers everything from cooking the perfect pancake to performing a life-saving Heimlich maneuver.

But pinpointing when and where a particular action happens in a long video can be tedious. To streamline the process, scientists are trying to teach computers to perform this task. Ideally, a user could just describe the action they’re looking for, and an AI model would skip to its location in the video.

However, teaching machine-learning models to do this usually requires a great deal of expensive video data that have been painstakingly hand-labeled.

A new, more efficient approach from researchers at MIT and the MIT-IBM Watson AI Lab trains a model to perform this task, known as spatio-temporal grounding, using only videos and their automatically generated transcripts.

The researchers teach a model to understand an unlabeled video in two distinct ways: by looking at small details to figure out where objects are located (spatial information) and looking at the bigger picture to understand when the action occurs (temporal information).

Compared to other AI approaches, their method more accurately identifies actions in longer videos with multiple activities. Interestingly, they found that simultaneously training on spatial and temporal information makes a model better at identifying each individually.

In addition to streamlining online learning and virtual training processes, this technique could also be useful in health care settings by rapidly finding key moments in videos of diagnostic procedures, for example.

“We disentangle the challenge of trying to encode spatial and temporal information all at once and instead think about it like two experts working on their own, which turns out to be a more explicit way to encode the information. Our model, which combines these two separate branches, leads to the best performance,” says Brian Chen, lead author of a paper on this technique .

Chen, a 2023 graduate of Columbia University who conducted this research while a visiting student at the MIT-IBM Watson AI Lab, is joined on the paper by James Glass, senior research scientist, member of the MIT-IBM Watson AI Lab, and head of the Spoken Language Systems Group in the Computer Science and Artificial Intelligence Laboratory (CSAIL); Hilde Kuehne, a member of the MIT-IBM Watson AI Lab who is also affiliated with Goethe University Frankfurt; and others at MIT, Goethe University, the MIT-IBM Watson AI Lab, and Quality Match GmbH. The research will be presented at the Conference on Computer Vision and Pattern Recognition.

Global and local learning

Researchers usually teach models to perform spatio-temporal grounding using videos in which humans have annotated the start and end times of particular tasks.

Not only is generating these data expensive, but it can be difficult for humans to figure out exactly what to label. If the action is “cooking a pancake,” does that action start when the chef begins mixing the batter or when she pours it into the pan?

“This time, the task may be about cooking, but next time, it might be about fixing a car. There are so many different domains for people to annotate. But if we can learn everything without labels, it is a more general solution,” Chen says.

For their approach, the researchers use unlabeled instructional videos and accompanying text transcripts from a website like YouTube as training data. These don’t need any special preparation.

They split the training process into two pieces. For one, they teach a machine-learning model to look at the entire video to understand what actions happen at certain times. This high-level information is called a global representation.

For the second, they teach the model to focus on a specific region in parts of the video where action is happening. In a large kitchen, for instance, the model might only need to focus on the wooden spoon a chef is using to mix pancake batter, rather than the entire counter. This fine-grained information is called a local representation.

The researchers incorporate an additional component into their framework to mitigate misalignments that occur between narration and video. Perhaps the chef talks about cooking the pancake first and performs the action later.

To develop a more realistic solution, the researchers focused on uncut videos that are several minutes long. In contrast, most AI techniques train using few-second clips that someone trimmed to show only one action.

A new benchmark

But when they came to evaluate their approach, the researchers couldn’t find an effective benchmark for testing a model on these longer, uncut videos — so they created one.

To build their benchmark dataset, the researchers devised a new annotation technique that works well for identifying multistep actions. They had users mark the intersection of objects, like the point where a knife edge cuts a tomato, rather than drawing a box around important objects.

“This is more clearly defined and speeds up the annotation process, which reduces the human labor and cost,” Chen says.

Plus, having multiple people do point annotation on the same video can better capture actions that occur over time, like the flow of milk being poured. All annotators won’t mark the exact same point in the flow of liquid.

When they used this benchmark to test their approach, the researchers found that it was more accurate at pinpointing actions than other AI techniques.

Their method was also better at focusing on human-object interactions. For instance, if the action is “serving a pancake,” many other approaches might focus only on key objects, like a stack of pancakes sitting on a counter. Instead, their method focuses on the actual moment when the chef flips a pancake onto a plate.

Existing approaches rely heavily on labeled data from humans, and thus are not very scalable. This work takes a step toward addressing this problem by providing new methods for localizing events in space and time using the speech that naturally occurs within them. This type of data is ubiquitous, so in theory it would be a powerful learning signal. However, it is often quite unrelated to what's on screen, making it tough to use in machine-learning systems. This work helps address this issue, making it easier for researchers to create systems that use this form of multimodal data in the future," says Andrew Owens, an assistant professor of electrical engineering and computer science at the University of Michigan who was not involved with this work.

Next, the researchers plan to enhance their approach so models can automatically detect when text and narration are not aligned, and switch focus from one modality to the other. They also want to extend their framework to audio data, since there are usually strong correlations between actions and the sounds objects make.

“AI research has made incredible progress towards creating models like ChatGPT that understand images. But our progress on understanding video is far behind. This work represents a significant step forward in that direction,” says Kate Saenko, a professor in the Department of Computer Science at Boston University who was not involved with this work.

This research is funded, in part, by the MIT-IBM Watson AI Lab.

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Viscosity-type inertial iterative methods for variational inclusion and fixed point problems

• Mohammad Dilshad ,  , 
• Fahad Maqbul Alamrani , 
• Ahmed Alamer , 
• Esmail Alshaban , 
• Maryam G. Alshehri , 
• Department of Mathematics, Faculty of Science, University of Tabuk, Tabuk-71491, Saudi Arabia
• Received: 12 March 2024 Revised: 07 May 2024 Accepted: 28 May 2024 Published: 03 June 2024

MSC : 47H05, 47H06, 49J53

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In this paper, we have introduced some viscosity-type inertial iterative methods for solving fixed point and variational inclusion problems in Hilbert spaces. Our methods calculated the viscosity approximation, fixed point iteration, and inertial extrapolation jointly in the starting of every iteration. Assuming some suitable assumptions, we demonstrated the strong convergence theorems without computing the resolvent of the associated monotone operators. We used some numerical examples to illustrate the efficiency of our iterative approaches and compared them with the related work.

• viscosity method ,
• inertial extrapolation ,
• fixed point problem ,
• variational inclusion ,
• strong convergence

Citation: Mohammad Dilshad, Fahad Maqbul Alamrani, Ahmed Alamer, Esmail Alshaban, Maryam G. Alshehri. Viscosity-type inertial iterative methods for variational inclusion and fixed point problems[J]. AIMS Mathematics, 2024, 9(7): 18553-18573. doi: 10.3934/math.2024903

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• Figure 1. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (a)
• Figure 2. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (b)
• Figure 3. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (c)
• Figure 4. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (d)
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• Figure 6. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (b')
• Figure 7. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (c')
• Figure 8. Graphical behavior of $ \|s_{n+1}-s_n\| $ from VIIM-1, VIIM-2, and VIM by choosing Case (d')