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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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How to Write Research Methodology

Last Updated: May 21, 2023 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 517,340 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 2 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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Here's What You Need to Understand About Research Methodology

Table of Contents

Research methodology involves a systematic and well-structured approach to conducting scholarly or scientific inquiries. Knowing the significance of research methodology and its different components is crucial as it serves as the basis for any study.

Typically, your research topic will start as a broad idea you want to investigate more thoroughly. Once you’ve identified a research problem and created research questions , you must choose the appropriate methodology and frameworks to address those questions effectively.

What is the definition of a research methodology?

Research methodology is the process or the way you intend to execute your study. The methodology section of a research paper outlines how you plan to conduct your study. It covers various steps such as collecting data, statistical analysis, observing participants, and other procedures involved in the research process

The methods section should give a description of the process that will convert your idea into a study. Additionally, the outcomes of your process must provide valid and reliable results resonant with the aims and objectives of your research. This thumb rule holds complete validity, no matter whether your paper has inclinations for qualitative or quantitative usage.

Studying research methods used in related studies can provide helpful insights and direction for your own research. Now easily discover papers related to your topic on SciSpace and utilize our AI research assistant, Copilot , to quickly review the methodologies applied in different papers.

The need for a good research methodology

While deciding on your approach towards your research, the reason or factors you weighed in choosing a particular problem and formulating a research topic need to be validated and explained. A research methodology helps you do exactly that. Moreover, a good research methodology lets you build your argument to validate your research work performed through various data collection methods, analytical methods, and other essential points.

Just imagine it as a strategy documented to provide an overview of what you intend to do.

While undertaking any research writing or performing the research itself, you may get drifted in not something of much importance. In such a case, a research methodology helps you to get back to your outlined work methodology.

A research methodology helps in keeping you accountable for your work. Additionally, it can help you evaluate whether your work is in sync with your original aims and objectives or not. Besides, a good research methodology enables you to navigate your research process smoothly and swiftly while providing effective planning to achieve your desired results.

What is the basic structure of a research methodology?

Usually, you must ensure to include the following stated aspects while deciding over the basic structure of your research methodology:

1. Your research procedure

Explain what research methods you’re going to use. Whether you intend to proceed with quantitative or qualitative, or a composite of both approaches, you need to state that explicitly. The option among the three depends on your research’s aim, objectives, and scope.

2. Provide the rationality behind your chosen approach

Based on logic and reason, let your readers know why you have chosen said research methodologies. Additionally, you have to build strong arguments supporting why your chosen research method is the best way to achieve the desired outcome.

3. Explain your mechanism

The mechanism encompasses the research methods or instruments you will use to develop your research methodology. It usually refers to your data collection methods. You can use interviews, surveys, physical questionnaires, etc., of the many available mechanisms as research methodology instruments. The data collection method is determined by the type of research and whether the data is quantitative data(includes numerical data) or qualitative data (perception, morale, etc.) Moreover, you need to put logical reasoning behind choosing a particular instrument.

4. Significance of outcomes

The results will be available once you have finished experimenting. However, you should also explain how you plan to use the data to interpret the findings. This section also aids in understanding the problem from within, breaking it down into pieces, and viewing the research problem from various perspectives.

5. Reader’s advice

Anything that you feel must be explained to spread more awareness among readers and focus groups must be included and described in detail. You should not just specify your research methodology on the assumption that a reader is aware of the topic.  

All the relevant information that explains and simplifies your research paper must be included in the methodology section. If you are conducting your research in a non-traditional manner, give a logical justification and list its benefits.

6. Explain your sample space

Include information about the sample and sample space in the methodology section. The term "sample" refers to a smaller set of data that a researcher selects or chooses from a larger group of people or focus groups using a predetermined selection method. Let your readers know how you are going to distinguish between relevant and non-relevant samples. How you figured out those exact numbers to back your research methodology, i.e. the sample spacing of instruments, must be discussed thoroughly.

For example, if you are going to conduct a survey or interview, then by what procedure will you select the interviewees (or sample size in case of surveys), and how exactly will the interview or survey be conducted.

7. Challenges and limitations

This part, which is frequently assumed to be unnecessary, is actually very important. The challenges and limitations that your chosen strategy inherently possesses must be specified while you are conducting different types of research.

The importance of a good research methodology

You must have observed that all research papers, dissertations, or theses carry a chapter entirely dedicated to research methodology. This section helps maintain your credibility as a better interpreter of results rather than a manipulator.

A good research methodology always explains the procedure, data collection methods and techniques, aim, and scope of the research. In a research study, it leads to a well-organized, rationality-based approach, while the paper lacking it is often observed as messy or disorganized.

You should pay special attention to validating your chosen way towards the research methodology. This becomes extremely important in case you select an unconventional or a distinct method of execution.

Curating and developing a strong, effective research methodology can assist you in addressing a variety of situations, such as:

• When someone tries to duplicate or expand upon your research after few years.
• If a contradiction or conflict of facts occurs at a later time. This gives you the security you need to deal with these contradictions while still being able to defend your approach.
• Gaining a tactical approach in getting your research completed in time. Just ensure you are using the right approach while drafting your research methodology, and it can help you achieve your desired outcomes. Additionally, it provides a better explanation and understanding of the research question itself.
• Documenting the results so that the final outcome of the research stays as you intended it to be while starting.

Instruments you could use while writing a good research methodology

As a researcher, you must choose which tools or data collection methods that fit best in terms of the relevance of your research. This decision has to be wise.

There exists many research equipments or tools that you can use to carry out your research process. These are classified as:

a. Interviews (One-on-One or a Group)

An interview aimed to get your desired research outcomes can be undertaken in many different ways. For example, you can design your interview as structured, semi-structured, or unstructured. What sets them apart is the degree of formality in the questions. On the other hand, in a group interview, your aim should be to collect more opinions and group perceptions from the focus groups on a certain topic rather than looking out for some formal answers.

In surveys, you are in better control if you specifically draft the questions you seek the response for. For example, you may choose to include free-style questions that can be answered descriptively, or you may provide a multiple-choice type response for questions. Besides, you can also opt to choose both ways, deciding what suits your research process and purpose better.

c. Sample Groups

Similar to the group interviews, here, you can select a group of individuals and assign them a topic to discuss or freely express their opinions over that. You can simultaneously note down the answers and later draft them appropriately, deciding on the relevance of every response.

d. Observations

If your research domain is humanities or sociology, observations are the best-proven method to draw your research methodology. Of course, you can always include studying the spontaneous response of the participants towards a situation or conducting the same but in a more structured manner. A structured observation means putting the participants in a situation at a previously decided time and then studying their responses.

Of all the tools described above, it is you who should wisely choose the instruments and decide what’s the best fit for your research. You must not restrict yourself from multiple methods or a combination of a few instruments if appropriate in drafting a good research methodology.

Types of research methodology

A research methodology exists in various forms. Depending upon their approach, whether centered around words, numbers, or both, methodologies are distinguished as qualitative, quantitative, or an amalgamation of both.

1. Qualitative research methodology

When a research methodology primarily focuses on words and textual data, then it is generally referred to as qualitative research methodology. This type is usually preferred among researchers when the aim and scope of the research are mainly theoretical and explanatory.

The instruments used are observations, interviews, and sample groups. You can use this methodology if you are trying to study human behavior or response in some situations. Generally, qualitative research methodology is widely used in sociology, psychology, and other related domains.

2. Quantitative research methodology

If your research is majorly centered on data, figures, and stats, then analyzing these numerical data is often referred to as quantitative research methodology. You can use quantitative research methodology if your research requires you to validate or justify the obtained results.

In quantitative methods, surveys, tests, experiments, and evaluations of current databases can be advantageously used as instruments If your research involves testing some hypothesis, then use this methodology.

3. Amalgam methodology

As the name suggests, the amalgam methodology uses both quantitative and qualitative approaches. This methodology is used when a part of the research requires you to verify the facts and figures, whereas the other part demands you to discover the theoretical and explanatory nature of the research question.

The instruments for the amalgam methodology require you to conduct interviews and surveys, including tests and experiments. The outcome of this methodology can be insightful and valuable as it provides precise test results in line with theoretical explanations and reasoning.

The amalgam method, makes your work both factual and rational at the same time.

Final words: How to decide which is the best research methodology?

If you have kept your sincerity and awareness intact with the aims and scope of research well enough, you must have got an idea of which research methodology suits your work best.

Before deciding which research methodology answers your research question, you must invest significant time in reading and doing your homework for that. Taking references that yield relevant results should be your first approach to establishing a research methodology.

Moreover, you should never refrain from exploring other options. Before setting your work in stone, you must try all the available options as it explains why the choice of research methodology that you finally make is more appropriate than the other available options.

You should always go for a quantitative research methodology if your research requires gathering large amounts of data, figures, and statistics. This research methodology will provide you with results if your research paper involves the validation of some hypothesis.

Whereas, if  you are looking for more explanations, reasons, opinions, and public perceptions around a theory, you must use qualitative research methodology.The choice of an appropriate research methodology ultimately depends on what you want to achieve through your research.

Frequently Asked Questions (FAQs) about Research Methodology

1. how to write a research methodology.

You can always provide a separate section for research methodology where you should specify details about the methods and instruments used during the research, discussions on result analysis, including insights into the background information, and conveying the research limitations.

2. What are the types of research methodology?

There generally exists four types of research methodology i.e.

• Observation
• Experimental
• Derivational

3. What is the true meaning of research methodology?

The set of techniques or procedures followed to discover and analyze the information gathered to validate or justify a research outcome is generally called Research Methodology.

4. Where lies the importance of research methodology?

Your research methodology directly reflects the validity of your research outcomes and how well-informed your research work is. Moreover, it can help future researchers cite or refer to your research if they plan to use a similar research methodology.

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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…

• 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? 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 (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project. 

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Thanks for this. It’s so helpful and explicit. For those elements highlighted in orange, they were good sources of referrals for concepts I didn’t understand. A million thanks for this.

Good morning, I have been reading your research lessons through out a period of times. They are important, impressive and clear. Want to subscribe and be and be active with you.

Thankyou So much Sir Derek…

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Beautiful presentation. I love it.

please provide a research mehodology example for zoology

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Thank you so much Derek sir🖤🙏🤗

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This has been an eye opening experience. Thank you grad coach team.

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Research methodology with a simplest way i have never seen before this article.

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Good morning thanks so much for the on line lectures am a student of university of Makeni.select a research topic and deliberate on is so that we will continue to understand more.sorry that’s a suggestion.

Very precise and informative.

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I found the notes and the presentation assisting and opening my understanding on research methodology

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Well written

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

Thanks for your comment.

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

All the best with your research.

Thank you so much for this!! God Bless

Thank you. Explicit explanation

Thank you, Derek and Kerryn, for making this simple to understand. I’m currently at the inception stage of my research.

Thnks a lot , this was very usefull on my assignment

excellent explanation

I’m currently working on my master’s thesis, thanks for this! I’m certain that I will use Qualitative methodology.

Thanks a lot for this concise piece, it was quite relieving and helpful. God bless you BIG…

I am currently doing my dissertation proposal and I am sure that I will do quantitative research. Thank you very much it was extremely helpful.

Very interesting and informative yet I would like to know about examples of Research Questions as well, if possible.

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

OMG thanks for that, you’re a life saver. You covered all the points I needed. Thank you so much ❤️ ❤️ ❤️

Thank you immensely for this simple, easy to comprehend explanation of data collection methods. I have been stuck here for months 😩. Glad I found your piece. Super insightful.

I’m going to write synopsis which will be quantitative research method and I don’t know how to frame my topic, can I kindly get some ideas..

Thanks for this, I was really struggling.

This was really informative I was struggling but this helped me.

Thanks a lot for this information, simple and straightforward. I’m a last year student from the University of South Africa UNISA South Africa.

its very much informative and understandable. I have enlightened.

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Thank you. Accurate and simple🥰

This article was really helpful, it helped me understanding the basic concepts of the topic Research Methodology. The examples were very clear, and easy to understand. I would like to visit this website again. Thank you so much for such a great explanation of the subject.

Thanks dude

Thank you Doctor Derek for this wonderful piece, please help to provide your details for reference purpose. God bless.

Many compliments to you

Great work , thank you very much for the simple explanation

Thank you. I had to give a presentation on this topic. I have looked everywhere on the internet but this is the best and simple explanation.

thank you, its very informative.

Well explained. Now I know my research methodology will be qualitative and exploratory. Thank you so much, keep up the good work

Well explained, thank you very much.

This is good explanation, I have understood the different methods of research. Thanks a lot.

Great work…very well explanation

Thanks Derek. Kerryn was just fantastic!

Great to hear that, Hyacinth. Best of luck with your research!

Its a good templates very attractive and important to PhD students and lectuter

Thanks for the feedback, Matobela. Good luck with your research methodology.

Thank you. This is really helpful.

You’re very welcome, Elie. Good luck with your research methodology.

Well explained thanks

This is a very helpful site especially for young researchers at college. It provides sufficient information to guide students and equip them with the necessary foundation to ask any other questions aimed at deepening their understanding.

Thanks for the kind words, Edward. Good luck with your research!

Thank you. I have learned a lot.

Great to hear that, Ngwisa. Good luck with your research methodology!

Thank you for keeping your presentation simples and short and covering key information for research methodology. My key takeaway: Start with defining your research objective the other will depend on the aims of your research question.

My name is Zanele I would like to be assisted with my research , and the topic is shortage of nursing staff globally want are the causes , effects on health, patients and community and also globally

Thanks for making it simple and clear. It greatly helped in understanding research methodology. Regards.

This is well simplified and straight to the point

Thank you Dr

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

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

Thanks a lot I am relieved of a heavy burden.keep up with the good work

I’m very much grateful Dr Derek. I’m planning to pursue one of the careers that really needs one to be very much eager to know. There’s a lot of research to do and everything, but since I’ve gotten this information I will use it to the best of my potential.

Thank you so much, words are not enough to explain how helpful this session has been for me!

Thanks this has thought me alot.

Very concise and helpful. Thanks a lot

Thank Derek. This is very helpful. Your step by step explanation has made it easier for me to understand different concepts. Now i can get on with my research.

I wish i had come across this sooner. So simple but yet insightful

really nice explanation thank you so much

I’m so grateful finding this site, it’s really helpful…….every term well explained and provide accurate understanding especially to student going into an in-depth research for the very first time, even though my lecturer already explained this topic to the class, I think I got the clear and efficient explanation here, much thanks to the author.

It is very helpful material

I would like to be assisted with my research topic : Literature Review and research methodologies. My topic is : what is the relationship between unemployment and economic growth?

Its really nice and good for us.

THANKS SO MUCH FOR EXPLANATION, ITS VERY CLEAR TO ME WHAT I WILL BE DOING FROM NOW .GREAT READS.

Short but sweet.Thank you

Informative article. Thanks for your detailed information.

I’m currently working on my Ph.D. thesis. Thanks a lot, Derek and Kerryn, Well-organized sequences, facilitate the readers’ following.

great article for someone who does not have any background can even understand

I am a bit confused about research design and methodology. Are they the same? If not, what are the differences and how are they related?

Thanks in advance.

concise and informative.

Thank you very much

How can we site this article is Harvard style?

Very well written piece that afforded better understanding of the concept. Thank you!

Am a new researcher trying to learn how best to write a research proposal. I find your article spot on and want to download the free template but finding difficulties. Can u kindly send it to my email, the free download entitled, “Free Download: Research Proposal Template (with Examples)”.

Thank too much

Thank you very much for your comprehensive explanation about research methodology so I like to thank you again for giving us such great things.

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so helpful thank you very much.

Thanks for the video it was very explanatory and detailed, easy to comprehend and follow up. please, keep it up the good work

It was very helpful, a well-written document with precise information.

how do i reference this?

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

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

Your explanation is easily understood. Thank you

Very help article. Now I can go my methodology chapter in my thesis with ease

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very informative sir, it is amazing to understand the meaning of question hidden behind that, and simple language is used other than legislature to understand easily. stay happy.

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hello sir/ma’am, i didn’t find yet that what type of research methodology i am using. because i am writing my report on CSR and collect all my data from websites and articles so which type of methodology i should write in dissertation report. please help me. i am from India.

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Thank you very much for the presentation. I am an MPH student with the Adventist University of Africa. I have successfully completed my theory and starting on my research this July. My topic is “Factors associated with Dental Caries in (one District) in Botswana. I need help on how to go about this quantitative research

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I am nkasa lizwi doing my research proposal on honors with the university of Walter Sisulu Komani I m on part 3 now can you assist me.my topic is: transitional challenges faced by educators in intermediate phase in the Alfred Nzo District.

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15 Research Methodology Examples

Research methodologies can roughly be categorized into three group: quantitative, qualitative, and mixed-methods.

• Qualitative Research : This methodology is based on obtaining deep, contextualized, non-numerical data. It can occur, for example, through open-ended questioning of research particiapnts in order to understand human behavior. It’s all about describing and analyzing subjective phenomena such as emotions or experiences.
• Quantitative Research: This methodology is rationally-based and relies heavily on numerical analysis of empirical data . With quantitative research, you aim for objectivity by creating hypotheses and testing them through experiments or surveys, which allow for statistical analyses.
• Mixed-Methods Research: Mixed-methods research combines both previous types into one project. We have more flexibility when designing our research study with mixed methods since we can use multiple approaches depending on our needs at each time. Using mixed methods can help us validate our results and offer greater predictability than just either type of methodology alone could provide.

Below are research methodologies that fit into each category.

Qualitative Research Methodologies

1. case study.

Conducts an in-depth examination of a specific case, individual, or event to understand a phenomenon.

Instead of examining a whole population for numerical trend data, case study researchers seek in-depth explanations of one event.

The benefit of case study research is its ability to elucidate overlooked details of interesting cases of a phenomenon (Busetto, Wick & Gumbinger, 2020). It offers deep insights for empathetic, reflective, and thoughtful understandings of that phenomenon.

However, case study findings aren’t transferrable to new contexts or for population-wide predictions. Instead, they inform practitioner understandings for nuanced, deep approaches to future instances (Liamputtong, 2020).

2. Grounded Theory

Grounded theory involves generating hypotheses and theories through the collection and interpretation of data (Faggiolani, n.d.). Its distinguishing features is that it doesn’t test a hypothesis generated prior to analysis, but rather generates a hypothesis or ‘theory’ that emerges from the data.

It also involves the application of inductive reasoning and is often contrasted with the hypothetico-deductive model of scientific research. This research methodology was developed by Barney Glaser and Anselm Strauss in the 1960s (Glaser & Strauss, 2009). 

The basic difference between traditional scientific approaches to research and grounded theory is that the latter begins with a question, then collects data, and the theoretical framework is said to emerge later from this data.

By contrast, scientists usually begin with an existing theoretical framework , develop hypotheses, and only then start collecting data to verify or falsify the hypotheses.

3. Ethnography

In ethnographic research , the researcher immerses themselves within the group they are studying, often for long periods of time.

This type of research aims to understand the shared beliefs, practices, and values of a particular community by immersing the researcher within the cultural group.

Although ethnographic research cannot predict or identify trends in an entire population, it can create detailed explanations of cultural practices and comparisons between social and cultural groups.

When a person conducts an ethnographic study of themselves or their own culture, it can be considered autoethnography .

Its strength lies in producing comprehensive accounts of groups of people and their interactions.

Common methods researchers use during an ethnographic study include participant observation , thick description, unstructured interviews, and field notes vignettes. These methods can provide detailed and contextualized descriptions of their subjects.

Example Study

Liquidated: An Ethnography of Wall Street by Karen Ho involves an anthropologist who embeds herself with Wall Street firms to study the culture of Wall Street bankers and how this culture affects the broader economy and world.

4. Phenomenology

Phenomenology to understand and describe individuals’ lived experiences concerning a specific phenomenon.

As a research methodology typically used in the social sciences , phenomenology involves the study of social reality as a product of intersubjectivity (the intersection of people’s cognitive perspectives) (Zahavi & Overgaard, n.d.).

This philosophical approach was first developed by Edmund Husserl.

5. Narrative Research

Narrative research explores personal stories and experiences to understand their meanings and interpretations.

It is also known as narrative inquiry and narrative analysis(Riessman, 1993).

This approach to research uses qualitative material like journals, field notes, letters, interviews, texts, photos, etc., as its data.

It is aimed at understanding the way people create meaning through narratives (Clandinin & Connelly, 2004).

6. Discourse Analysis

A discourse analysis examines the structure, patterns, and functions of language in context to understand how the text produces social constructs.

This methodology is common in critical theory , poststructuralism , and postmodernism. Its aim is to understand how language constructs discourses (roughly interpreted as “ways of thinking and constructing knowledge”).

As a qualitative methodology , its focus is on developing themes through close textual analysis rather than using numerical methods. Common methods for extracting data include semiotics and linguistic analysis.

7. Action Research

Action research involves researchers working collaboratively with stakeholders to address problems, develop interventions, and evaluate effectiveness.

Action research is a methodology and philosophy of research that is common in the social sciences.

The term was first coined in 1944 by Kurt Lewin, a German-American psychologist who also introduced applied research and group communication (Altrichter & Gstettner, 1993).

Lewin originally defined action research as involving two primary processes: taking action and doing research (Lewin, 1946).

Action research involves planning, action, and information-seeking about the result of the action.

Since Lewin’s original formulation, many different theoretical approaches to action research have been developed. These include action science, participatory action research, cooperative inquiry, and living educational theory among others.

Using Digital Sandbox Gaming to Improve Creativity Within Boys’ Writing (Ellison & Drew, 2019) is a study conducted by a school teacher who used video games to help teach his students English. It involved action research, where he interviewed his students to see if the use of games as stimuli for storytelling helped draw them into the learning experience, and iterated on his teaching style based on their feedback (disclaimer: I am the second author of this study).

See More: Examples of Qualitative Research

Quantitative Research Methodologies

8. experimental design.

As the name suggests, this type of research is based on testing hypotheses in experimental settings by manipulating variables and observing their effects on other variables.

The main benefit lies in its ability to manipulate specific variables to determine their effect on outcomes which is a great method for those looking for causational links in their research.

This is common, for example, in high-school science labs, where students are asked to introduce a variable into a setting in order to examine its effect.

9. Non-Experimental Design

Non-experimental design observes and measures associations between variables without manipulating them.

It can take, for example, the form of a ‘fly on the wall’ observation of a phenomenon, allowing researchers to examine authentic settings and changes that occur naturally in the environment.

10. Cross-Sectional Design

Cross-sectional design involves analyzing variables pertaining to a specific time period and at that exact moment.

This approach allows for an extensive examination and comparison of distinct and independent subjects, thereby offering advantages over qualitative methodologies such as case studies or surveys.

While cross-sectional design can be extremely useful in taking a ‘snapshot in time’, as a standalone method, it is not useful for examining changes in subjects after an intervention. The next methodology addresses this issue.

The prime example of this type of study is a census. A population census is mailed out to every house in the country, and each household must complete the census on the same evening. This allows the government to gather a snapshot of the nation’s demographics, beliefs, religion, and so on.

11. Longitudinal Design

Longitudinal research gathers data from the same subjects over an extended period to analyze changes and development.

In contrast to cross-sectional tactics, longitudinal designs examine variables more than once, over a pre-determined time span, allowing for multiple data points to be taken at different times.

A cross-sectional design is also useful for examining cohort effects , by comparing differences or changes in multiple different generations’ beliefs over time.

With multiple data points collected over extended periods ,it’s possible to examine continuous changes within things like population dynamics or consumer behavior. This makes detailed analysis of change possible.

12. Quasi-Experimental Design

Quasi-experimental design involves manipulating variables for analysis, but uses pre-existing groups of subjects rather than random groups.

Because the groups of research participants already exist, they cannot be randomly assigned to a cohort as with a true experimental design study. This makes inferring a causal relationship more difficult, but is nonetheless often more feasible in real-life settings.

Quasi-experimental designs are generally considered inferior to true experimental designs.

13. Correlational Research

Correlational research examines the relationships between two or more variables, determining the strength and direction of their association.

Similar to quasi-experimental methods, this type of research focuses on relationship differences between variables.

This approach provides a fast and easy way to make initial hypotheses based on either positive or negative correlation trends that can be observed within dataset.

Methods used for data analysis may include statistic correlations such as Pearson’s or Spearman’s.

Mixed-Methods Research Methodologies

14. sequential explanatory design (quan→qual).

This methodology involves conducting quantitative analysis first, then supplementing it with a qualitative study.

It begins by collecting quantitative data that is then analyzed to determine any significant patterns or trends.

Secondly, qualitative methods are employed. Their intent is to help interpret and expand the quantitative results.

This offers greater depth into understanding both large and smaller aspects of research questions being addressed.

The rationale behind this approach is to ensure that your data collection generates richer context for gaining insight into the particular issue across different levels, integrating in one study, qualitative exploration as well as statistical procedures.

15. Sequential Exploratory Design (QUAL→QUAN)

This methodology goes in the other direction, starting with qualitative analysis and ending with quantitative analysis.

It starts with qualitative research that delves deeps into complex areas and gathers rich information through interviewing or observing participants.

After this stage of exploration comes to an end, quantitative techniques are used to analyze the collected data through inferential statistics.

The idea is that a qualitative study can arm the researchers with a strong hypothesis testing framework, which they can then apply to a larger sample size using qualitative methods.

When I first took research classes, I had a lot of trouble distinguishing between methodologies and methods.

The key is to remember that the methodology sets the direction, while the methods are the specific tools to be used. A good analogy is transport: first you need to choose a mode (public transport, private transport, motorized transit, non-motorized transit), then you can choose a tool (bus, car, bike, on foot).

While research methodologies can be split into three types, each type has many different nuanced methodologies that can be chosen, before you then choose the methods – or tools – to use in the study. Each has its own strengths and weaknesses, so choose wisely!

Altrichter, H., & Gstettner, P. (1993). Action Research: A closed chapter in the history of German social science? Educational Action Research , 1 (3), 329–360. https://doi.org/10.1080/0965079930010302

Audi, R. (1999). The Cambridge dictionary of philosophy . Cambridge ; New York : Cambridge University Press. http://archive.org/details/cambridgediction00audi

Clandinin, D. J., & Connelly, F. M. (2004). Narrative Inquiry: Experience and Story in Qualitative Research . John Wiley & Sons.

Creswell, J. W. (2008). Educational Research: Planning, Conducting, and Evaluating Quantitative and Qualitative Research . Pearson/Merrill Prentice Hall.

Faggiolani, C. (n.d.). Perceived Identity: Applying Grounded Theory in Libraries . https://doi.org/10.4403/jlis.it-4592

Gauch, H. G. (2002). Scientific Method in Practice . Cambridge University Press.

Glaser, B. G., & Strauss, A. L. (2009). The Discovery of Grounded Theory: Strategies for Qualitative Research . Transaction Publishers.

Kothari, C. R. (2004). Research Methodology: Methods and Techniques . New Age International.

Kuada, J. (2012). Research Methodology: A Project Guide for University Students . Samfundslitteratur.

Lewin, K. (1946). Action research and minority problems. Journal of Social Issues , 2,  4 , 34–46. https://doi.org/10.1111/j.1540-4560.1946.tb02295.x

Mills, J., Bonner, A., & Francis, K. (2006). The Development of Constructivist Grounded Theory. International Journal of Qualitative Methods , 5 (1), 25–35. https://doi.org/10.1177/160940690600500103

Mingers, J., & Willcocks, L. (2017). An integrative semiotic methodology for IS research. Information and Organization , 27 (1), 17–36. https://doi.org/10.1016/j.infoandorg.2016.12.001

OECD. (2015). Frascati Manual 2015: Guidelines for Collecting and Reporting Data on Research and Experimental Development . Organisation for Economic Co-operation and Development. https://www.oecd-ilibrary.org/science-and-technology/frascati-manual-2015_9789264239012-en

Peirce, C. S. (1992). The Essential Peirce, Volume 1: Selected Philosophical Writings (1867–1893) . Indiana University Press.

Reese, W. L. (1980). Dictionary of Philosophy and Religion: Eastern and Western Thought . Humanities Press.

Riessman, C. K. (1993). Narrative analysis . Sage Publications, Inc.

Saussure, F. de, & Riedlinger, A. (1959). Course in General Linguistics . Philosophical Library.

Thomas, C. G. (2021). Research Methodology and Scientific Writing . Springer Nature.

Zahavi, D., & Overgaard, S. (n.d.). Phenomenological Sociology—The Subjectivity of Everyday Life .

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Tio Gabunia is an academic writer and architect based in Tbilisi. He has studied architecture, design, and urban planning at the Georgian Technical University and the University of Lisbon. He has worked in these fields in Georgia, Portugal, and France. Most of Tio’s writings concern philosophy. Other writings include architecture, sociology, urban planning, and economics.

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Learn GitHub-Flavored Markdown Syntax and Formatting – With Examples

Markdown is a lightweight, open-source, easy-to-read and easy-to-write method of formatting text that you can use as plain text in any IDE or editor.

When writing on GitHub, you can use Markdown syntax and HTML elements to extend Markdown's functionality. You can use Markdown syntax everywhere in GitHub, such as in the README file, wiki, comments, pull requests, and when creating issues.

For every software developer, learning markdown is an essential step along the path of your career.

To enhance Markdown's basic features, GitHub added some custom functionalities and created GitHub-Flavored Markdown . With this, you can easily interact with other users in pull requests and issues by mentioning user, issue, and PR references and adding emoji.

This tutorial teaches you the basics of GitHub-Flavored Markdown so you can start using it in your projects.

All the code is available in the GitHub repository .

GitHub-Flavored Markdown Syntax

GitHub Flavored Markdown syntax is divided into two parts.

Basic Formatting Syntax

Advanced formatting syntax.

We'll look at each one in detail below.

Basic formatting syntax applies to everyone. It contains fundamental essentials such as headings, code, images, quotes, links, and so on – things you'll need to know for writing.

Styling text

Mentioning people and teams, referencing issues and pull requests.

• Using emojis

Note that the code samples mostly come from GitHub's documentation .

You can use the # symbol to create headings. One # creates an H1 heading, two create an H2 heading, and so on, like this:

To create paragraphs, you can use a blank line to separate one or more lines of text or paragraphs.

Comments are available in almost every programming language. They help developers write notes and add additional information to their code, helping other developers understand what's going on and how the code is working.

To add notes and additional information in Markdown, use the following syntax: <!--- Wrap text ---> .

Here's an example:

You can apply basic styles to your text, such as bold, italic, strikethrough, subscript, or superscript, to improve readability and convey your point more clearly.

• For Bold , you can use the following syntax:   **your text**
• For italics , you can use the following syntax:   *your text* or _your text_.
• For strikethrough , you can use the following syntax: ~~your text~~
• For subscript , you can use the following syntax: The subscript _text is here.
• For superscript , you can use the following syntax:   The superscript ^text is here.

A blockquote or quote is a sentence or paragraph formatted to let the reader know that you're quoting someone. To create a blockquote in Markdown, you can use the > symbol.

Markdown files support two types of code samples: inline and code block .

• To add a code block in a Markdown file, use the following syntax: ``` your code ``` .
• To add inline code to the Markdown file, use the following syntax: `your code` .

To support code highlighting in a code block, you can add an optional language identifier after your triple backticks (like JavaScript in the example below):

A markdown file divides links into two categories: inline and relative .

Inline links

To create an inline link in a Markdown file, wrap the link text in brackets [ ] followed immediately by the URL in parentheses ( ) .

Relative links

Relative links are defined similarly to inline links but they change in the [] section: the [] section contains the path of the file in your repository.

You use relative links to link two files: for example, to link the CONTRIBUTING file into the README file.

Relative links starting with / will be relative to the repository root. You can use all relative link operands, such as ./ and ../. :

To add an image in a markdown file, add a ! and then wrap the alt text in [] . Then, wrap the image link with parentheses () .

It looks like this:

A list helps record essential information in order, which can be vital for the reader and makes it easy for people to understand and find information.

Markdown files support three types of lists:

Ordered list

Unordered list.

The first type is an ordered list. To create an ordered list, start with numbers followed by periods.

The second type is an unordered list. To create an unordered list, use - , + or * (depending on your preference - they'll all render as an unordered list):

The third type is a task list. To create a task list, list items start with a hyphen, followed by a space, followed by square brackets [] . You can use an x in the bracket [x] to mark a task as complete.

To mention a person or team in a GitHub markdown file, type @  and write the username or team username.

To mention issues and pull requests in a GitHub markdown file, type a # , then type the issue or pull request number or title. Then press either tab or enter to complete the highlighted result.

Using emoji

To add an emoji to your writing, type the emoji's code between two colons. If you just type : , a list of suggested emojis on GitHub will appear.

Once you find the emoji you're looking for, press Tab or Enter to choose the highlighted result.

To add a footnote reference, add a caret and an identifier inside brackets ([^1]) using the following syntax:

Alerts are a Markdown extension based on the block quote syntax that you can use to emphasize important information.

GitHub Flavored Markdown supports five types of alerts: [!NOTE] , [!TIP] , [!IMPORTANT] , [!WARNING] , and [!CAUTION] . You can use any of them:

The Alert syntax looks like this in the browser:

This advanced formatting syntax section contains advanced use cases, such as adding diagrams and tables, collapsed sections, mathematical expressions, and more.

Creating a table

Creating a collapsed section, creating diagrams, mathematical expressions.

To create tables in Markdown, you can use pipes | and hyphens - . Hyphens are used to create a column's header, while pipes are used to separate columns.

The table looks like this in the browser:

To create a collapsed section in a markdown file, you can use the <details> tag. This tag is an HTML element that you can easily use to extend the functionality of GitHub Flavored Markdown. Here's how it works:

The collapsed syntax looks like this in the browser:

To add diagrams to a Markdown file, use triple backticks and wrap them inside quadruple backticks. Then, tell which identifier (Mermaid, GeoJSON, TopJSON, ASCII STL) you used for the diagram.

GitHub supports diagrams using four syntaxes: mermaid, geoJSON, topoJSON, and ASCII STL.

GeoJSON and TopoJSON

Mermaid is a Markdown-inspired tool that renders text into diagrams. You can create flow charts, sequence diagrams, pie charts, and more with Mermaid.

The GitHub-flavored Markdown has extended the functionality of using Mermaid with Markdown.

You can create flow charts, sequence diagrams, pie charts, and so on inside Markdown. GitHub handles the rest of that. So how do you render diagrams on the screen?

The mermaid syntax looks like this in the browser.

You can use GeoJSON or TopoJSON to add an interactive map to a GitHub repository in a README file or GitHub Wiki.

You can use code block syntax to add an interactive map.

• GeoJSON can create a map by specifying coordinates. To add an interactive map, use the following syntax: ```geojson your code ```
• TopoJSON can create a map by specifying coordinates and shapes. To add an interactive map, use the following syntax: ```topojson your code ```

Example using GeoJSON:

Example of TopJSON:

GitHub Flavored Markdown supports STL syntax. STL syntax allows you to add interactive 3D models in markdown. You can use the following syntax: ```stl your code.```

The STL syntax looks like this in the browser:

You can add mathematical expressions, such as equations, terms, formulas, and so on, to a GitHub markdown file. GitHub uses LaTeX formatted within Markdown. There are two ways to add these expressions:

Writing inline math expressions

Writing math expressions as code blocks.

An inline math expression starts with $ and ends with $ .

The inline math syntax looks like this in the browser:

To add a math expression's code block to the Markdown file, use the ```math code block and wrap it inside ``` backticks to display the expression as a block.

To add a math expression's code block to the Markdown file, use the ````math code block and wrap it inside triple backticks to display the expression as a block.

The math code block syntax looks like this in the browser:

Markdown syntax works well in GitHub and all other central Git servers, such as GitLab, Gitea, and so on.

Different tools name their markdown differently. For example, GitHub extends markdown functionality in its own way and builds GitHub Flavored Markdown. GitLab also extends markdown functionality and builds and creates a GitLab-flavored markdown.

Markdown syntax is mostly the same in every Git service. But alerts, diagrams, and a few other features only work in GitHub Flavored Markdown.

• GitHub docs – quickstart for writing on GitHub
• GitHub docs  – basic syntax
• Tutorial about rendering STL in Markdown on GitHub

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• Working with sources
• How to Paraphrase | Step-by-Step Guide & Examples

How to Paraphrase | Step-by-Step Guide & Examples

Published on April 8, 2022 by Courtney Gahan and Jack Caulfield. Revised on June 1, 2023.

Paraphrasing means putting someone else’s ideas into your own words. Paraphrasing a source involves changing the wording while preserving the original meaning.

Paraphrasing is an alternative to  quoting (copying someone’s exact words and putting them in quotation marks ). In academic writing, it’s usually better to integrate sources by paraphrasing instead of quoting. It shows that you have understood the source, reads more smoothly, and keeps your own voice front and center.

Every time you paraphrase, it’s important to cite the source . Also take care not to use wording that is too similar to the original. Otherwise, you could be at risk of committing plagiarism .

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Table of contents

How to paraphrase in five easy steps, how to paraphrase correctly, examples of paraphrasing, how to cite a paraphrase, paraphrasing vs. quoting, paraphrasing vs. summarizing, avoiding plagiarism when you paraphrase, other interesting articles, frequently asked questions about paraphrasing.

If you’re struggling to get to grips with the process of paraphrasing, check out our easy step-by-step guide in the video below.

Prevent plagiarism. Run a free check.

Putting an idea into your own words can be easier said than done. Let’s say you want to paraphrase the text below, about population decline in a particular species of sea snails.

Incorrect paraphrasing

You might make a first attempt to paraphrase it by swapping out a few words for  synonyms .

Like other sea creatures inhabiting the vicinity of highly populated coasts, horse conchs have lost substantial territory to advancement and contamination , including preferred breeding grounds along mud flats and seagrass beds. Their Gulf home is also heating up due to global warming , which scientists think further puts pressure on the creatures , predicated upon the harmful effects extra warmth has on other large mollusks (Barnett, 2022).

This attempt at paraphrasing doesn’t change the sentence structure or order of information, only some of the word choices. And the synonyms chosen are poor:

• “Advancement and contamination” doesn’t really convey the same meaning as “development and pollution.”
• Sometimes the changes make the tone less academic: “home” for “habitat” and “sea creatures” for “marine animals.”
• Adding phrases like “inhabiting the vicinity of” and “puts pressure on” makes the text needlessly long-winded.
• Global warming is related to climate change, but they don’t mean exactly the same thing.

Because of this, the text reads awkwardly, is longer than it needs to be, and remains too close to the original phrasing. This means you risk being accused of plagiarism .

Correct paraphrasing

Let’s look at a more effective way of paraphrasing the same text.

Here, we’ve:

• Only included the information that’s relevant to our argument (note that the paraphrase is shorter than the original)
• Introduced the information with the signal phrase “Scientists believe that …”
• Retained key terms like “development and pollution,” since changing them could alter the meaning
• Structured sentences in our own way instead of copying the structure of the original
• Started from a different point, presenting information in a different order

Because of this, we’re able to clearly convey the relevant information from the source without sticking too close to the original phrasing.

Explore the tabs below to see examples of paraphrasing in action.

• Journal article
• Newspaper article
• Magazine article

Once you have your perfectly paraphrased text, you need to ensure you credit the original author. You’ll always paraphrase sources in the same way, but you’ll have to use a different type of in-text citation depending on what citation style you follow.

Generate accurate citations with Scribbr

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The AI-powered Citation Checker helps you avoid common mistakes such as:

• Missing commas and periods
• Incorrect usage of “et al.”
• Ampersands (&) in narrative citations
• Missing reference entries

It’s a good idea to paraphrase instead of quoting in most cases because:

• Paraphrasing shows that you fully understand the meaning of a text
• Your own voice remains dominant throughout your paper
• Quotes reduce the readability of your text

But that doesn’t mean you should never quote. Quotes are appropriate when:

• Giving a precise definition
• Saying something about the author’s language or style (e.g., in a literary analysis paper)
• Providing evidence in support of an argument
• Critiquing or analyzing a specific claim

A paraphrase puts a specific passage into your own words. It’s typically a similar length to the original text, or slightly shorter.

When you boil a longer piece of writing down to the key points, so that the result is a lot shorter than the original, this is called summarizing .

Paraphrasing and quoting are important tools for presenting specific information from sources. But if the information you want to include is more general (e.g., the overarching argument of a whole article), summarizing is more appropriate.

When paraphrasing, you have to be careful to avoid accidental plagiarism .

This can happen if the paraphrase is too similar to the original quote, with phrases or whole sentences that are identical (and should therefore be in quotation marks). It can also happen if you fail to properly cite the source.

Paraphrasing tools are widely used by students, and can be especially useful for non-native speakers who may find academic writing particularly challenging. While these can be helpful for a bit of extra inspiration, use these tools sparingly, keeping academic integrity in mind.

To make sure you’ve properly paraphrased and cited all your sources, you could elect to run a plagiarism check before submitting your paper. And of course, always be sure to read your source material yourself and take the first stab at paraphrasing on your own.

If you want to know more about ChatGPT, AI tools , citation , and plagiarism , make sure to check out some of our other articles with explanations and examples.

• ChatGPT vs human editor
• ChatGPT citations
• Is ChatGPT trustworthy?
• Using ChatGPT for your studies
• What is ChatGPT?
• Chicago style
• Critical thinking

 Plagiarism

• Types of plagiarism
• Self-plagiarism
• Avoiding plagiarism
• Academic integrity
• Consequences of plagiarism
• Common knowledge

To paraphrase effectively, don’t just take the original sentence and swap out some of the words for synonyms. Instead, try:

• Reformulating the sentence (e.g., change active to passive , or start from a different point)
• Combining information from multiple sentences into one
• Leaving out information from the original that isn’t relevant to your point
• Using synonyms where they don’t distort the meaning

The main point is to ensure you don’t just copy the structure of the original text, but instead reformulate the idea in your own words.

Paraphrasing without crediting the original author is a form of plagiarism , because you’re presenting someone else’s ideas as if they were your own.

However, paraphrasing is not plagiarism if you correctly cite the source . This means including an in-text citation and a full reference, formatted according to your required citation style .

As well as citing, make sure that any paraphrased text is completely rewritten in your own words.

Plagiarism means using someone else’s words or ideas and passing them off as your own. Paraphrasing means putting someone else’s ideas in your own words.

So when does paraphrasing count as plagiarism?

• Paraphrasing is plagiarism if you don’t properly credit the original author.
• Paraphrasing is plagiarism if your text is too close to the original wording (even if you cite the source). If you directly copy a sentence or phrase, you should quote it instead.
• Paraphrasing  is not plagiarism if you put the author’s ideas completely in your own words and properly cite the source .

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To present information from other sources in academic writing , it’s best to paraphrase in most cases. This shows that you’ve understood the ideas you’re discussing and incorporates them into your text smoothly.

It’s appropriate to quote when:

• Changing the phrasing would distort the meaning of the original text
• You want to discuss the author’s language choices (e.g., in literary analysis )
• You’re presenting a precise definition
• You’re looking in depth at a specific claim

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

Gahan, C. & Caulfield, J. (2023, June 01). How to Paraphrase | Step-by-Step Guide & Examples. Scribbr. Retrieved April 9, 2024, from https://www.scribbr.com/working-with-sources/how-to-paraphrase/

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How to Write Test Cases for Notepad? [Sample Test Cases]

Notepad is a simple but essential and well-known text editor application that is there in every computer. It is a fundamental yet very important tool found in various operating systems that helps people with tasks such as taking down notes to implementing source codes. 

Every software application, including Notepad, should be tested thoroughly to achieve its quality goals. Most of the quality engineers start their manual, automation or API testing journey by creating test cases for simple applications such as Notepad as it’s a well-known platform for helping testers to learn their ABCs. 

With this article, we are going to have a look at how to write test cases for Notepad, considering various test scenarios with sample test cases for Notepad, including text editing, file operations, and some other major user interactions.

Table Of Contents

• 1 Test Cases for Notepad
• 3.1 Test Cases For Notepad Application –  File Option
• 3.2 Notepad Test Cases – Undo Option
• 3.3 Notepad Test Cases – Copy Option
• 3.4 Test Cases For Notepad Application – Paste Option
• 3.5 Test Cases For Notepad Application –  Edit Option
• 3.6 Test Cases For Notepad Application –  View Option
• 3.7 Test Cases For Notepad Application –  Save Option
• 3.8 Test Notepad – Exit Option
• 3.9 Negative Test Cases for Notepad
• 4 Conclusion
• 5.1 Which tool is best for writing test cases for Notepad?

Test Cases for Notepad

Test cases for Notepad should include different tasks like typing, saving files, using shortcuts, and interacting with menus. These test scenarios for Notepad should cover both positive scenarios, where the application behaves as expected, as well as negative scenarios, where unexpected inputs or conditions could lead to errors or unexpected behaviors. By testing Notepad considering various test scenarios, testers can verify its usability, smooth flow, and adherence to user expectations.

Before we discuss the test cases, lets also discuss the methods of testing that can be employed for those test cases:

Methods of testing:

Notepad can be tested using both manual and automated methods. When testing manually, quality engineers can use a step-by-step guide on each test case and track results. As usual, automated testing makes the process easier for the testers and the tests can be executed using various frameworks and tools such as Testsigma.

Automated Testing can help you save tonnes of testing time.

In manual testing , testers usually simulate real-world user activities while verifying the application’s usability and user experience. When testing Notepad with the help of manual testers, they interact with Notepad’s user interface and manually perform testing tasks such as typing, editing, saving, printing, etc. 

Additionally, manual testing involves testing edge cases and performing actions considering the end user’s perspective as well. On the other hand, testers can identify issues such as UI improvements, requirement confusion, functionality inconsistencies, performance slowness, etc through manual testing. 

Automating test cases using tools is the easiest way of testing the Notepad application. Let us get to know how to write a simple test case for the Notepad using Testsigma.

• First of all, you can log in to the Testigma application and you will be navigated to the Testigma dashboard.

• There you can hover on the “Create  New” button which is located in the top left corner and click on the “Test Case” option.
• There you will be navigated to the “Create Test Case” screen. You can give a meaningful name for your test case. In this instance, we can give a name such as “Verify whether the user can open existing text files by selecting the “Open” option from the file menu”.

• Then you can add the respective test steps for the test case you have written.
• Add assertions for each test step.
• Let’s simply click on the “Run” button at the top.
• In the Adhoc section, you can configure the run settings by changing information such as Operating System, Resolution, Headless Run, etc.
• After configuring those settings and executing the test, you will be able to see the results of the test run.

Automate your tests 5x faster

Test Cases For Notepad Application –  File Option

By creating test cases for Notepad File options, you can test its smooth functionality for essential file operations. These test cases mainly focus on verifying features like saving, opening, printing, and exiting the application.

• New : Verify whether the “Save” option prompts the user to save the current document when selecting “New” from the file menu.
• Open : Verify whether the user can open existing text files by selecting the “Open” option from the file menu.
• Save : Verify whether the user can save the current document by selecting the “Save” option from the file menu.
• Save As : Verify whether the “Save As” option prompts the user to specify the file name and location before saving the document.
• Print : Verify whether the “Print” window appears when selecting “Print” from the file menu.
• Exit : Verify whether the user can close the application by clicking “Exit” from the file menu.

Notepad Test Cases – Undo Option

Here are test cases for the Notepad Undo option, ensuring that the feature effectively reverts typing and editing actions. Also, this includes checking for multiple undo capabilities and keyboard shortcut functionality.

• Undo Typing : Verify whether selecting the “Undo” option reverts the last typing action performed by the user.
• Undo Edit : Verify whether selecting “Undo” after editing operations like cut, paste or delete performs the undo action respectively for each.
• Multiple Undo : Verify whether the “Undo” option allows multiple consecutive actions to be undone by repeatedly selecting it.
• Undo Limit : Verify whether there’s a limit on the number of actions that can be undone and whether the action of undo stops with no issues when the respective limit is reached.
• Undo Shortcut : Verify whether the keyboard shortcut for undo action (Ctrl + Z) functions correctly and reverts the last typing or editing action performed by the user.

Notepad Test Cases – Copy Option

By creating test cases for Notepad copy option, you can verify it works smoothly for users. These test cases cover basic copying functions, keyboard shortcuts, pasting elsewhere, and handling special characters effectively.

• Copy Text : Verify whether selecting the “Copy” option copies the selected text to the clipboard without altering the original text.
• Copy Disabled : Verify whether the “Copy” option is disabled when no text is selected in the Notepad application.
• Copy Shortcut : Verify whether the keyboard shortcut for copying (Ctrl + C) functions correctly and copies the selected text to the clipboard.
• Copy and Paste : Verify whether the copied text can be successfully pasted into another document or application.
• Copy Special Characters : Verify whether selecting the “Copy” option correctly copies text containing special characters, such as symbols or emojis, ensuring they are preserved when pasted elsewhere.

Test Cases For Notepad Application – Paste Option

The following test cases for Notepad aim to ensure efficient and accurate text insertion capabilities. These test cases focus on verifying the functionality of pasting text from the clipboard, including standard and shortcut methods, and handling formatting. Also, it covers the test scenarios such as ensuring proper behavior when the clipboard is empty and evaluating the application’s performance with large text inputs.

• Paste Text : Verify whether the “Paste” option pastes the clipboard’s contents into the Notepad document at the cursor position.
• Paste Shortcut : Verify whether the keyboard shortcut for pasting (Ctrl + V) functions correctly and pastes the clipboard contents into the document.
• Paste Formatting : Verify whether text copied from another source retains its formatting when pasted into Notepad.
• Paste Disabled : Verify whether the “Paste” option is disabled when the clipboard is empty.
• Paste Large Tex t: Verify whether Notepad can correctly handle pasting a large amount of text from the clipboard into the document.

Test Cases For Notepad Application –  Edit Option

The following test scenarios for Notepad which are created based on the edit option focus on verifying essential editing operations like selecting all text, deleting text without affecting the rest, finding and replacing text, managing word wrap, and undoing deletions.

• Select Al l: Verify whether selecting the “Select All” option selects all the text in the Notepad document.
• Delete Text : Verify whether the “Delete” option removes the selected text from the document without affecting the rest of the content.
• Find and Replace : Verify whether the “Find and Replace” option allows users to search for specific text and replace it with another text.
• Word Wrap : Verify whether enabling and disabling word wrap from the edit menu correctly adjusts the layout of text in the Notepad window.
• Undo Deletion : Verify whether selecting the “Undo” option after deleting text restores the deleted text to its original position in the document.

Test Cases For Notepad Application –  View Option

Here are some test cases for Notepad that are created focusing on the view option of the Notepad application. These test cases focus on verifying functionalities such as zooming, status bar toggling, ruler visibility, and fullscreen mode, enhancing the flexibility of the application’s viewing features.

• Zoom In : Verify whether selecting the “Zoom In” option maximizes the text size in the Notepad window accordingly.
• Zoom Out : Verify whether selecting the “Zoom Out” option minimizes the text size in the Notepad window accordingly.
• Status Bar : Verify whether enabling and disabling the status bar from the view menu correctly toggles the visibility of the status bar at the bottom of the Notepad window.
• Toggle Ruler : Verify whether selecting the “Ruler” option from the view menu toggles the visibility of the ruler for text alignment.
• Full Screen Mode : Verify whether selecting the “Fullscreen” option maximizes the Notepad window to fill the entire screen.

Test Cases For Notepad Application –  Save Option

When creating test cases for Notepad Save option, it’s important to make sure that the smooth and error-free saving functionalities are provided for the users.. These test cases focus on confirming proper confirmation prompts, error handling, auto-save functionality, and file format selection while improving the overall user experience.

• Save Confirmation : Verify whether upon selecting the “Save” option, a confirmation dialogue appears asking the user to confirm the save operation.
• Save Error Handling : Verify whether appropriate error messages are displayed when attempting to save a file with an invalid filename or to a location with insufficient permissions.
• Auto-Save Feature : Verify whether the application automatically saves the document at regular intervals when the auto-save feature is enabled.
• Overwrite Confirmation : Verify whether a confirmation dialogue appears asking the user to confirm overwriting the existing file when saving a document with an existing filename.
• Save As Type Selection : Verify whether Notepad allows users to select different file formats such as .txt and .rtf when saving a document using the “Save As” option based on their preferences.

Test Notepad – Exit Option

In a test case for Notepad Exit option, it’s important to assess various scenarios to guarantee smooth functionality and user experience. These test cases focus on verifying the application’s behavior when exiting, handling unsaved changes, and cancellation prompts, and managing multiple instances smoothly.

• Normal Exit : Verify whether selecting the “Exit” option from the file menu closes the Notepad application without giving any errors.
• Unsaved Changes Prompt : Verify whether Notepad prompts the user to save unsaved changes upon selecting the “Exit” option if there are unsaved changes in the currently opened document.
• Cancel Exit : Check if selecting “Exit” and then canceling the confirmation prompt keeps the Notepad application open.
• Multiple Window Exit : Make sure that closing multiple instances of Notepad through the “Exit” option behaves as expected without causing any crashes or errors.

Negative Test Cases for Notepad

When creating a test case for Notepad , it’s very important to explore negative test scenarios to detect potential issues and guarantee the application’s smooth flow. These negative test cases examine various challenging scenarios, such as unsupported file formats, handling large files, dealing with invalid characters, memory overflow situations, and concurrent operations. By conducting thorough negative testing, software testers can strengthen Notepad against unexpected behaviors, while increasing its reliability and performance.

• Unsupported File Forma t: Verify whether the user can open a file in a format not supported by Notepad, such as a .exe file. Check whether the application displays an appropriate error message indicating the file format is unsupported.
• Large File Handling : Verify whether the user can open a very large text file (a file with a size of several gigabytes). Check whether Notepad handles the large file smoothly, without crashing or freezing, or whether it provides an appropriate error message if the file cannot be opened due to the application’s size limitations.
• Invalid Characters : Verify whether the user can create a text file containing invalid characters that are not compatible with the encoding used by Notepad. Check whether the application either displays the characters correctly or provides an appropriate error message indicating the issues.
• Memory Overflow : Verify whether the user can perform operations like copy, paste, or undo repeatedly until system memory is exhausted. Check whether Notepad handles those types of memory overflow scenarios smoothly without crashing the application or causing system issues.
• Simultaneous Operations : Verify whether the user can open multiple instances of Notepad and perform simultaneous operations such as editing, copying, and pasting in each instance. Check whether the application can handle concurrent operations without any data corruption or unexpected behavior.

Testing Notepad thoroughly by considering its features, functionalities, and negative testing scenarios is important to ensure that all the features function properly and provide user satisfaction. By creating and executing a suitable number of both positive and negative test cases , the software testers can identify and address potential issues in the application.

By prioritizing thorough testing practices along with an effective suite of test cases, software development teams can continually refine Notepad’s performance and reliability, while increasing its value to users worldwide.

Frequently Asked Questions

Which tool is best for writing test cases for notepad.

For writing test cases for Notepad , various tools are available, and each of them has its advantages as well as disadvantages. A popular choice for writing test cases for the Notepad application is Microsoft Excel due to its flexibility and ease of use. MS Excel allows testers to organize test cases in a structured manner, including pre-conditions, test steps, test data, expected results, and actual results. Additionally, Excel’s features, such as filtering, sorting, and formula capabilities, can streamline test case management and analysis more effortlessly. 

Shanika Wickramasinghe

Shanika Wickramasinghe is a software engineer by profession and a graduate in Information Technology. She is an expert in Software Automation Testing and Web Development. Shanika considers writing the best medium to learn and share her knowledge. She is passionate about everything she does, loves to travel, and enjoys nature whenever she takes a break from her busy work schedule.

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