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

The Ultimate Guide To Research Methodology

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

Table of Contents

What Is Research Methodology?

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

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

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

Facilitating Rigorous Inquiry

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

Ensuring Reproducibility And Reliability

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

Guiding Decision-Making Processes

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

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

Contributing To Academic Excellence

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

Enhancing Problem-Solving Abilities

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

Understanding Research Methodology

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

Basics Of Research

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

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

Types of Research

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

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

Components Of Research Methodology

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

Research Design

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

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

Data Collection Methods

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

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

Data Analysis Techniques

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

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

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Choosing a Research Method

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

Quantitative Research Methods

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

Experimental Research

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

Key Characteristics:

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

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

Survey Research

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

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

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

Descriptive Research

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

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

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

Qualitative Research Methods

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

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

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

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

Ethnography

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

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

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

Grounded Theory

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

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

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

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

Exploratory, Descriptive, And Explanatory Designs

Exploratory design.

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

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

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

Descriptive Design

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

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

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

Explanatory Design

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

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

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

Cross-Sectional Vs. Longitudinal Designs

Cross-sectional design.

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

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

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

Longitudinal Design

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

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

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

Experimental Vs Non-experimental Designs

Experimental design.

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

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

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

Non-Experimental Design

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

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

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

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

Designing Effective Surveys

Objective Design:

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

Structured Format:

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

Pilot Testing:

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

Sampling Strategy:

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

Conducting Interviews

Establishing Rapport:

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

Open-Ended Questions:

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

Active Listening:

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

Ethical Considerations:

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

Observation

1. participant observation.

Immersive Participation:

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

Field Notes:

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

Ethical Awareness:

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

2. Non-participant Observation

Objective Observation:

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

Data Reliability:

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

Contextual Understanding:

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

Archival Research

1. using existing data.

Identifying Relevant Archives:

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

Data Verification:

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

Ethical Use:

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

2. Challenges and Considerations

Incomplete or Inaccurate Archives:

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

Temporal Bias:

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

Access Limitations:

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

Common Challenges in Research Methodology

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

Sampling Issues

Sampling bias:.

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

Sample Size Determination:

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

Data Quality And Validity

Measurement error:.

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

Construct Validity:

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

Time And Resource Constraints

Timeline pressures:.

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

Resource Availability:

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

Managing Bias in Research

Selection bias:.

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

Confirmation Bias:

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

Tips On How To Write A Research Methodology

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

Tip 1. Clear Research Objectives

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

Tip 2. Comprehensive Literature Review

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

Tip 3. Detailed Research Plan

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

Tip 4. Ethical Considerations

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

Tip 5. Stay Updated On Methodologies

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

Tip 6. Adaptability In Methods

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

Tip 7. Iterative Approach

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

Frequently Asked Questions

What is the research methodology.

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

What are the methodologies in research?

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

How to write research methodology?

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

How to write the methodology section of a research paper?

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

What is mixed research methodology?

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

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How to Write a Methods Section for a Psychology Paper

Tips and Examples of an APA Methods Section

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Emily is a board-certified science editor who has worked with top digital publishing brands like Voices for Biodiversity, Study.com, GoodTherapy, Vox, and Verywell.

Verywell / Brianna Gilmartin 

The methods section of an APA format psychology paper provides the methods and procedures used in a research study or experiment . This part of an APA paper is critical because it allows other researchers to see exactly how you conducted your research.

Method refers to the procedure that was used in a research study. It included a precise description of how the experiments were performed and why particular procedures were selected. While the APA technically refers to this section as the 'method section,' it is also often known as a 'methods section.'

The methods section ensures the experiment's reproducibility and the assessment of alternative methods that might produce different results. It also allows researchers to replicate the experiment and judge the study's validity.

This article discusses how to write a methods section for a psychology paper, including important elements to include and tips that can help.

What to Include in a Method Section

So what exactly do you need to include when writing your method section? You should provide detailed information on the following:

• Research design
• Participants
• Participant behavior

The method section should provide enough information to allow other researchers to replicate your experiment or study.

Components of a Method Section

The method section should utilize subheadings to divide up different subsections. These subsections typically include participants, materials, design, and procedure.

Participants 

In this part of the method section, you should describe the participants in your experiment, including who they were (and any unique features that set them apart from the general population), how many there were, and how they were selected. If you utilized random selection to choose your participants, it should be noted here.

For example: "We randomly selected 100 children from elementary schools near the University of Arizona."

At the very minimum, this part of your method section must convey:

• Basic demographic characteristics of your participants (such as sex, age, ethnicity, or religion)
• The population from which your participants were drawn
• Any restrictions on your pool of participants
• How many participants were assigned to each condition and how they were assigned to each group (i.e., randomly assignment , another selection method, etc.)
• Why participants took part in your research (i.e., the study was advertised at a college or hospital, they received some type of incentive, etc.)

Information about participants helps other researchers understand how your study was performed, how generalizable the result might be, and allows other researchers to replicate the experiment with other populations to see if they might obtain the same results.

In this part of the method section, you should describe the materials, measures, equipment, or stimuli used in the experiment. This may include:

• Testing instruments
• Technical equipment
• Any psychological assessments that were used
• Any special equipment that was used

For example: "Two stories from Sullivan et al.'s (1994) second-order false belief attribution tasks were used to assess children's understanding of second-order beliefs."

For standard equipment such as computers, televisions, and videos, you can simply name the device and not provide further explanation.

Specialized equipment should be given greater detail, especially if it is complex or created for a niche purpose. In some instances, such as if you created a special material or apparatus for your study, you might need to include an illustration of the item in the appendix of your paper.

In this part of your method section, describe the type of design used in the experiment. Specify the variables as well as the levels of these variables. Identify:

• The independent variables
• Dependent variables
• Control variables
• Any extraneous variables that might influence your results.

Also, explain whether your experiment uses a  within-groups  or between-groups design.

For example: "The experiment used a 3x2 between-subjects design. The independent variables were age and understanding of second-order beliefs."

The next part of your method section should detail the procedures used in your experiment. Your procedures should explain:

• What the participants did
• How data was collected
• The order in which steps occurred

For example: "An examiner interviewed children individually at their school in one session that lasted 20 minutes on average. The examiner explained to each child that he or she would be told two short stories and that some questions would be asked after each story. All sessions were videotaped so the data could later be coded."

Keep this subsection concise yet detailed. Explain what you did and how you did it, but do not overwhelm your readers with too much information.

Tips for How to Write a Methods Section

In addition to following the basic structure of an APA method section, there are also certain things you should remember when writing this section of your paper. Consider the following tips when writing this section:

• Use the past tense : Always write the method section in the past tense.
• Be descriptive : Provide enough detail that another researcher could replicate your experiment, but focus on brevity. Avoid unnecessary detail that is not relevant to the outcome of the experiment.
• Use an academic tone : Use formal language and avoid slang or colloquial expressions. Word choice is also important. Refer to the people in your experiment or study as "participants" rather than "subjects."
• Use APA format : Keep a style guide on hand as you write your method section. The Publication Manual of the American Psychological Association is the official source for APA style.
• Make connections : Read through each section of your paper for agreement with other sections. If you mention procedures in the method section, these elements should be discussed in the results and discussion sections.
• Proofread : Check your paper for grammar, spelling, and punctuation errors.. typos, grammar problems, and spelling errors. Although a spell checker is a handy tool, there are some errors only you can catch.

After writing a draft of your method section, be sure to get a second opinion. You can often become too close to your work to see errors or lack of clarity. Take a rough draft of your method section to your university's writing lab for additional assistance.

A Word From Verywell

The method section is one of the most important components of your APA format paper. The goal of your paper should be to clearly detail what you did in your experiment. Provide enough detail that another researcher could replicate your study if they wanted.

Finally, if you are writing your paper for a class or for a specific publication, be sure to keep in mind any specific instructions provided by your instructor or by the journal editor. Your instructor may have certain requirements that you need to follow while writing your method section.

Frequently Asked Questions

While the subsections can vary, the three components that should be included are sections on the participants, the materials, and the procedures.

• Describe who the participants were in the study and how they were selected.
• Define and describe the materials that were used including any equipment, tests, or assessments
• Describe how the data was collected

To write your methods section in APA format, describe your participants, materials, study design, and procedures. Keep this section succinct, and always write in the past tense. The main heading of this section should be labeled "Method" and it should be centered, bolded, and capitalized. Each subheading within this section should be bolded, left-aligned and in title case.

The purpose of the methods section is to describe what you did in your experiment. It should be brief, but include enough detail that someone could replicate your experiment based on this information. Your methods section should detail what you did to answer your research question. Describe how the study was conducted, the study design that was used and why it was chosen, and how you collected the data and analyzed the results.

Erdemir F. How to write a materials and methods section of a scientific article ? Turk J Urol . 2013;39(Suppl 1):10-5. doi:10.5152/tud.2013.047

Kallet RH. How to write the methods section of a research paper . Respir Care . 2004;49(10):1229-32. PMID: 15447808.

American Psychological Association.  Publication Manual of the American Psychological Association  (7th ed.). Washington DC: The American Psychological Association; 2019.

American Psychological Association. APA Style Journal Article Reporting Standards . Published 2020.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

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

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

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

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

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

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

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

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

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

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

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

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What is Research Methodology? Definition, Types, and Examples

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

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

What is research methodology ?

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

Why is research methodology important?

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

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

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Types of research methodology.

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

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

What are the types of sampling designs in research methodology?

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

• Probability sampling

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

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

What are data collection methods?

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

Qualitative research 5

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

Quantitative research 6

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

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What are data analysis methods.

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

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

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

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

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

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

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

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

How to choose a research methodology?

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

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

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How to write a research methodology .

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

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

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Frequently Asked Questions

Q1. What are the key components of research methodology?

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

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

Q2. Why is ethical consideration important in research methodology?

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

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

Q3. What is the difference between methodology and method?

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

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

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

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Research methods--quantitative, qualitative, and more: overview.

• Quantitative Research
• Qualitative Research
• Data Science Methods (Machine Learning, AI, Big Data)
• Text Mining and Computational Text Analysis
• Evidence Synthesis/Systematic Reviews
• Get Data, Get Help!

About Research Methods

This guide provides an overview of research methods, how to choose and use them, and supports and resources at UC Berkeley. 

As Patten and Newhart note in the book Understanding Research Methods , "Research methods are the building blocks of the scientific enterprise. They are the "how" for building systematic knowledge. The accumulation of knowledge through research is by its nature a collective endeavor. Each well-designed study provides evidence that may support, amend, refute, or deepen the understanding of existing knowledge...Decisions are important throughout the practice of research and are designed to help researchers collect evidence that includes the full spectrum of the phenomenon under study, to maintain logical rules, and to mitigate or account for possible sources of bias. In many ways, learning research methods is learning how to see and make these decisions."

The choice of methods varies by discipline, by the kind of phenomenon being studied and the data being used to study it, by the technology available, and more.  This guide is an introduction, but if you don't see what you need here, always contact your subject librarian, and/or take a look to see if there's a library research guide that will answer your question. 

Suggestions for changes and additions to this guide are welcome! 

START HERE: SAGE Research Methods

Without question, the most comprehensive resource available from the library is SAGE Research Methods.  HERE IS THE ONLINE GUIDE  to this one-stop shopping collection, and some helpful links are below:

• SAGE Research Methods
• Little Green Books  (Quantitative Methods)
• Little Blue Books  (Qualitative Methods)
• Dictionaries and Encyclopedias  
• Case studies of real research projects
• Sample datasets for hands-on practice
• Streaming video--see methods come to life
• Methodspace- -a community for researchers
• SAGE Research Methods Course Mapping

Library Data Services at UC Berkeley

Library Data Services Program and Digital Scholarship Services

The LDSP offers a variety of services and tools !  From this link, check out pages for each of the following topics:  discovering data, managing data, collecting data, GIS data, text data mining, publishing data, digital scholarship, open science, and the Research Data Management Program.

Be sure also to check out the visual guide to where to seek assistance on campus with any research question you may have!

Library GIS Services

Other Data Services at Berkeley

D-Lab Supports Berkeley faculty, staff, and graduate students with research in data intensive social science, including a wide range of training and workshop offerings Dryad Dryad is a simple self-service tool for researchers to use in publishing their datasets. It provides tools for the effective publication of and access to research data. Geospatial Innovation Facility (GIF) Provides leadership and training across a broad array of integrated mapping technologies on campu Research Data Management A UC Berkeley guide and consulting service for research data management issues

General Research Methods Resources

Here are some general resources for assistance:

• Assistance from ICPSR (must create an account to access): Getting Help with Data , and Resources for Students
• Wiley Stats Ref for background information on statistics topics
• Survey Documentation and Analysis (SDA) .  Program for easy web-based analysis of survey data.

Consultants

• D-Lab/Data Science Discovery Consultants Request help with your research project from peer consultants.
• Research data (RDM) consulting Meet with RDM consultants before designing the data security, storage, and sharing aspects of your qualitative project.
• Statistics Department Consulting Services A service in which advanced graduate students, under faculty supervision, are available to consult during specified hours in the Fall and Spring semesters.

Related Resourcex

• IRB / CPHS Qualitative research projects with human subjects often require that you go through an ethics review.
• OURS (Office of Undergraduate Research and Scholarships) OURS supports undergraduates who want to embark on research projects and assistantships. In particular, check out their "Getting Started in Research" workshops
• Sponsored Projects Sponsored projects works with researchers applying for major external grants.
• Next: Quantitative Research >>
• Last Updated: Apr 25, 2024 11:09 AM
• URL: https://guides.lib.berkeley.edu/researchmethods

• How it works

Research Methodology

The research methodology is a part of your research paper that describes your research process in detail. It would help if you always tried to make the section of the research methodology enjoyable.

As you describe the procedure that has already been completed, you need to write it in the past tense.

Your research methodology should explain:

What was the purpose of your research?

What type of research method is used?

What were the data collecting methods?

How did you analyze the data?

What kind of resources has been used in your research?

Why did you choose these methods?

How to Write a Research Methodology?

Start writing your research methodology with the research problem giving a clear picture of your study’s purpose. It’ll help your readers focus on the research objectives and understand the remaining procedure of your research.

You should explain:

What type of research have you conducted?

The types of research can be categorized from the following perspectives;

Application of the study

Aim of the research

Mode of inquiry

Research approach

While talking about the research methods, you should highlight the key points, such as:

• The objective of choosing a specific research method.
• Is the purpose of the study fulfilled?
• The criteria of validity and reliability
• Did you meet the ethical considerations?

What kind of data gathering methods you’ve used in your research?

There are three types of data collecting methods such as:

Qualitative Method

Qualitative research is based on quality, and it looks in-depth at non-numerical data. It enables us to understand the comprehensive details of the problem. The researcher prepares open-ended questions to gather as much information as possible.

Quantitative Method

The quantitative research is associated with the aspects of measurement, quantity, and extent. It follows the statistical, mathematical, and computational techniques in numerical data such as percentages and statistics. The research is conducted on a large group of population.

Mixed Methods

When you combine quantitative and qualitative methods of research, the resulting approach becomes mixed methods of research.

Example: In quantitative correlation research , you aim to identify the cause-and-effect relationship between two or more variables. It would help if you also focused on explaining the difference between correlation and causation.

Example: In a qualitative research case study , your research’s focus is to find answers to how and why questions. You need to collect data collection from multiple sources over time. You need to analyse real-world problems in-depth, then you can use the method of the case study.

Describe the Research Methods

After explaining the research method you have used, you should describe the data collection methods you used. Mention the procedure and materials you used in your research.

Qualitative Methods

Interview/Focus Group Discussion

Describe the details and criteria of the interviews and. You should include the following points:

The type of questionnaire you have used in your interview.

The procedure for selecting participants.

The size of your sample (number of participation)

The duration and location of interviews.

Observation

Describe the procedure of your observation and include the following points:

Who were the participants of your observation?

How did you get access to that specific group?

How did you record the data? (written form, audio or video recording)

Archival Data

Here you have to describe the existing data you’ve’ used. You should explain:

What type of resources have you used? (texts, images, audio, videos)

• How did you get access to them?

To seek in-depth information about the stress level among men and women, semi-structured interviews were conducted with ten men and ten women of company X. The participants were aged between 20-40. The interviews were held in the canteen to create a stress-free environment that lasted 15 minutes each. The responses were written and filmed.

Quantitative Methods

Describe the entire procedure of your survey. Include the following points:

What type of survey have you conducted? (Questionnaire/interview/ rating scale/ Online Survey)

Who were the participants of your survey? How did you select them?

What was the sample size ?

What type of questions you’ve used in your survey? (open-ended/closed-ended)

How many questions have you used?

What was the response rate of the participants?

Experiments

Explain the detailed procedure you have followed in your experiment. Try to provide as much information you can provide. Include the following points:

The type of your experimental design .

Sampling method you’ve used to select subjects.

Tools and techniques used in the experiment.

The way you identified a cause-and-effect relationship between the variables.

Describe the existing data you’ve used in your research. Include the following points:

• What type of resources have you used? (journals, newspapers, books, online content)
• Who is the author of the source?
• Who published it? When?

The survey included ten multiple-choice questions and ten open-ended questions. The survey’s objective is to determine the stress level of working women who have to deal with household responsibilities. From 17-20 Jan 2018, between 11:00 to 13:00, the survey questionnaire was distributed among the women at the working counters. The participants were given 10 minutes to fill the questionnaire. Out of 500 participants, 450 responded, and 350 were included in the analysis.

Describe Methods of Data Analysis

In this section, you should briefly describe the methods you’ve used to analyse the data you’ve collected.

The qualitative method includes analysing language, images, audio, videos, or any textual data (textual analysis). The following types of methods are used in textual analysis .

Discourse analysis : Discourse analysis is an essential aspect of studying a language and its uses in day-to-day life.

Content analysis : It is a method of studying and retrieving meaningful information from documents

Thematic analysis: It’s a method of identifying patterns of themes in the collected information, such as face-to-face interviews, texts, and transcripts.

Example: After collecting the data, it was checked thoroughly to find the missing information. The interviews were transcribed, and textual analysis was conducted. The repetitions of the text, types of colours displayed, the tone of the speakers was measured.

Quantitative data analysis is used for analysing numerical data. Include the following points:

The methods of preparing data before analysing it.

Which statistical test you have used? (one-ended test, two-ended test)

The type of software you’ve used.

After collecting the data, it was checked thoroughly to find out the missing information. The coding system was used to interpret the data.

Provide Background and Justification

Many research methods are available, from standard to an averaged approach based on the requirements and abilities. In the research methodology section, it’s essential to mention the reasons behind selecting a specific research method.

You should also explain why you did not choose any other standard approach to your topic when it fits your requirements. Talk about your research objectives and highlight the points that could affect your research procedure if you select another research method.

You can discuss the limitations of other research methods compared to your research requirements and the method you’ve used.

Ethnographic research requires a lot of time, and one has to struggle a lot to gain access to the community. A researcher has to spend time with the target group in their natural environment. Sometimes, it’s difficult for a researcher to introduce himself as a researcher/participant with the community.

The online survey does not provide reliable responses. The only benefit of conducting an online survey would be its quick response rate and cost-effectiveness.

Points to Remember while Writing Methodology

While writing your methodology, you need to keep in mind that you don’t need to make it complicated with unnecessary details.

The aim of your writing a research methodology is not merely discussing the methods and techniques you’ve used.

You have to provide a detailed account of the procedure you’ve followed, the obstacles you faced, and the way you overcome them.

Your research question and objectives of the research are the base of your research. You should discuss the objectives and explain how this specific method helped you answer your research question. You can use goals and outcomes as evidence to support your discussion.

If you’ve used any standard method in your research, you don’t need to provide many details about it as it would be common in your field. However, if you’ve used any specific approach rarely used in your field, you should explain it in detail. Your explanation and information can help other researchers in their research.

Your methodology should be well-structured and easy to understand, with all the necessary information, evidence to support your argument.

After gathering the data, it’s essential to credit the sources you have used in your research. Mention the resources you’ve used, the way you got access to those resources. Use any suitable referencing style to cite sources such as APA, MLA, and Chicago, etc.

All Articles in this Category

Research methods for dissertation – types with comparison, qualitative vs quantitative research – a comprehensive guide, types of variables – a comprehensive guide, a complete guide to experimental research, ethnographic research – complete guide with examples, a quick guide to case study with examples, discourse analysis – a definitive guide with steps & types, action research for my dissertation – the do’s and the don’ts, methods of data collection – guide with tips, inductive and deductive reasoning – examples & limitations, hypothesis testing – a complete guide with examples, correlational research – steps & examples, how to conduct surveys – guide with examples, a quick guide to textual analysis – definition & steps, thematic analysis – a guide with examples, historical research – a guide based on its uses & steps, types of research – tips and examples, reliability and validity – definitions, types & examples, sampling methods – a guide with examples, a quick guide to descriptive research, tips to transcribe an interview – a guide with tips & examples, what is content analysis – steps & examples, primary vs secondary research – a guide with examples, what are confounding variables, advantages of secondary research – a definitive guide, disadvantages of secondary research – a definitive guide, advantages of primary research – types & advantages, disadvantages of primary research, meta-analysis – guide with definition, steps & examples, popular articles in this category.

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A tutorial on methodological studies: the what, when, how and why

Lawrence mbuagbaw.

1 Department of Health Research Methods, Evidence and Impact, McMaster University, Hamilton, ON Canada

2 Biostatistics Unit/FSORC, 50 Charlton Avenue East, St Joseph’s Healthcare—Hamilton, 3rd Floor Martha Wing, Room H321, Hamilton, Ontario L8N 4A6 Canada

3 Centre for the Development of Best Practices in Health, Yaoundé, Cameroon

Daeria O. Lawson

Livia puljak.

4 Center for Evidence-Based Medicine and Health Care, Catholic University of Croatia, Ilica 242, 10000 Zagreb, Croatia

David B. Allison

5 Department of Epidemiology and Biostatistics, School of Public Health – Bloomington, Indiana University, Bloomington, IN 47405 USA

Lehana Thabane

6 Departments of Paediatrics and Anaesthesia, McMaster University, Hamilton, ON Canada

7 Centre for Evaluation of Medicine, St. Joseph’s Healthcare-Hamilton, Hamilton, ON Canada

8 Population Health Research Institute, Hamilton Health Sciences, Hamilton, ON Canada

Associated Data

Data sharing is not applicable to this article as no new data were created or analyzed in this study.

Methodological studies – studies that evaluate the design, analysis or reporting of other research-related reports – play an important role in health research. They help to highlight issues in the conduct of research with the aim of improving health research methodology, and ultimately reducing research waste.

We provide an overview of some of the key aspects of methodological studies such as what they are, and when, how and why they are done. We adopt a “frequently asked questions” format to facilitate reading this paper and provide multiple examples to help guide researchers interested in conducting methodological studies. Some of the topics addressed include: is it necessary to publish a study protocol? How to select relevant research reports and databases for a methodological study? What approaches to data extraction and statistical analysis should be considered when conducting a methodological study? What are potential threats to validity and is there a way to appraise the quality of methodological studies?

Appropriate reflection and application of basic principles of epidemiology and biostatistics are required in the design and analysis of methodological studies. This paper provides an introduction for further discussion about the conduct of methodological studies.

The field of meta-research (or research-on-research) has proliferated in recent years in response to issues with research quality and conduct [ 1 – 3 ]. As the name suggests, this field targets issues with research design, conduct, analysis and reporting. Various types of research reports are often examined as the unit of analysis in these studies (e.g. abstracts, full manuscripts, trial registry entries). Like many other novel fields of research, meta-research has seen a proliferation of use before the development of reporting guidance. For example, this was the case with randomized trials for which risk of bias tools and reporting guidelines were only developed much later – after many trials had been published and noted to have limitations [ 4 , 5 ]; and for systematic reviews as well [ 6 – 8 ]. However, in the absence of formal guidance, studies that report on research differ substantially in how they are named, conducted and reported [ 9 , 10 ]. This creates challenges in identifying, summarizing and comparing them. In this tutorial paper, we will use the term methodological study to refer to any study that reports on the design, conduct, analysis or reporting of primary or secondary research-related reports (such as trial registry entries and conference abstracts).

In the past 10 years, there has been an increase in the use of terms related to methodological studies (based on records retrieved with a keyword search [in the title and abstract] for “methodological review” and “meta-epidemiological study” in PubMed up to December 2019), suggesting that these studies may be appearing more frequently in the literature. See Fig.  1 .

Trends in the number studies that mention “methodological review” or “meta-

epidemiological study” in PubMed.

The methods used in many methodological studies have been borrowed from systematic and scoping reviews. This practice has influenced the direction of the field, with many methodological studies including searches of electronic databases, screening of records, duplicate data extraction and assessments of risk of bias in the included studies. However, the research questions posed in methodological studies do not always require the approaches listed above, and guidance is needed on when and how to apply these methods to a methodological study. Even though methodological studies can be conducted on qualitative or mixed methods research, this paper focuses on and draws examples exclusively from quantitative research.

The objectives of this paper are to provide some insights on how to conduct methodological studies so that there is greater consistency between the research questions posed, and the design, analysis and reporting of findings. We provide multiple examples to illustrate concepts and a proposed framework for categorizing methodological studies in quantitative research.

What is a methodological study?

Any study that describes or analyzes methods (design, conduct, analysis or reporting) in published (or unpublished) literature is a methodological study. Consequently, the scope of methodological studies is quite extensive and includes, but is not limited to, topics as diverse as: research question formulation [ 11 ]; adherence to reporting guidelines [ 12 – 14 ] and consistency in reporting [ 15 ]; approaches to study analysis [ 16 ]; investigating the credibility of analyses [ 17 ]; and studies that synthesize these methodological studies [ 18 ]. While the nomenclature of methodological studies is not uniform, the intents and purposes of these studies remain fairly consistent – to describe or analyze methods in primary or secondary studies. As such, methodological studies may also be classified as a subtype of observational studies.

Parallel to this are experimental studies that compare different methods. Even though they play an important role in informing optimal research methods, experimental methodological studies are beyond the scope of this paper. Examples of such studies include the randomized trials by Buscemi et al., comparing single data extraction to double data extraction [ 19 ], and Carrasco-Labra et al., comparing approaches to presenting findings in Grading of Recommendations, Assessment, Development and Evaluations (GRADE) summary of findings tables [ 20 ]. In these studies, the unit of analysis is the person or groups of individuals applying the methods. We also direct readers to the Studies Within a Trial (SWAT) and Studies Within a Review (SWAR) programme operated through the Hub for Trials Methodology Research, for further reading as a potential useful resource for these types of experimental studies [ 21 ]. Lastly, this paper is not meant to inform the conduct of research using computational simulation and mathematical modeling for which some guidance already exists [ 22 ], or studies on the development of methods using consensus-based approaches.

When should we conduct a methodological study?

Methodological studies occupy a unique niche in health research that allows them to inform methodological advances. Methodological studies should also be conducted as pre-cursors to reporting guideline development, as they provide an opportunity to understand current practices, and help to identify the need for guidance and gaps in methodological or reporting quality. For example, the development of the popular Preferred Reporting Items of Systematic reviews and Meta-Analyses (PRISMA) guidelines were preceded by methodological studies identifying poor reporting practices [ 23 , 24 ]. In these instances, after the reporting guidelines are published, methodological studies can also be used to monitor uptake of the guidelines.

These studies can also be conducted to inform the state of the art for design, analysis and reporting practices across different types of health research fields, with the aim of improving research practices, and preventing or reducing research waste. For example, Samaan et al. conducted a scoping review of adherence to different reporting guidelines in health care literature [ 18 ]. Methodological studies can also be used to determine the factors associated with reporting practices. For example, Abbade et al. investigated journal characteristics associated with the use of the Participants, Intervention, Comparison, Outcome, Timeframe (PICOT) format in framing research questions in trials of venous ulcer disease [ 11 ].

How often are methodological studies conducted?

There is no clear answer to this question. Based on a search of PubMed, the use of related terms (“methodological review” and “meta-epidemiological study”) – and therefore, the number of methodological studies – is on the rise. However, many other terms are used to describe methodological studies. There are also many studies that explore design, conduct, analysis or reporting of research reports, but that do not use any specific terms to describe or label their study design in terms of “methodology”. This diversity in nomenclature makes a census of methodological studies elusive. Appropriate terminology and key words for methodological studies are needed to facilitate improved accessibility for end-users.

Why do we conduct methodological studies?

Methodological studies provide information on the design, conduct, analysis or reporting of primary and secondary research and can be used to appraise quality, quantity, completeness, accuracy and consistency of health research. These issues can be explored in specific fields, journals, databases, geographical regions and time periods. For example, Areia et al. explored the quality of reporting of endoscopic diagnostic studies in gastroenterology [ 25 ]; Knol et al. investigated the reporting of p -values in baseline tables in randomized trial published in high impact journals [ 26 ]; Chen et al. describe adherence to the Consolidated Standards of Reporting Trials (CONSORT) statement in Chinese Journals [ 27 ]; and Hopewell et al. describe the effect of editors’ implementation of CONSORT guidelines on reporting of abstracts over time [ 28 ]. Methodological studies provide useful information to researchers, clinicians, editors, publishers and users of health literature. As a result, these studies have been at the cornerstone of important methodological developments in the past two decades and have informed the development of many health research guidelines including the highly cited CONSORT statement [ 5 ].

Where can we find methodological studies?

Methodological studies can be found in most common biomedical bibliographic databases (e.g. Embase, MEDLINE, PubMed, Web of Science). However, the biggest caveat is that methodological studies are hard to identify in the literature due to the wide variety of names used and the lack of comprehensive databases dedicated to them. A handful can be found in the Cochrane Library as “Cochrane Methodology Reviews”, but these studies only cover methodological issues related to systematic reviews. Previous attempts to catalogue all empirical studies of methods used in reviews were abandoned 10 years ago [ 29 ]. In other databases, a variety of search terms may be applied with different levels of sensitivity and specificity.

Some frequently asked questions about methodological studies

In this section, we have outlined responses to questions that might help inform the conduct of methodological studies.

Q: How should I select research reports for my methodological study?

A: Selection of research reports for a methodological study depends on the research question and eligibility criteria. Once a clear research question is set and the nature of literature one desires to review is known, one can then begin the selection process. Selection may begin with a broad search, especially if the eligibility criteria are not apparent. For example, a methodological study of Cochrane Reviews of HIV would not require a complex search as all eligible studies can easily be retrieved from the Cochrane Library after checking a few boxes [ 30 ]. On the other hand, a methodological study of subgroup analyses in trials of gastrointestinal oncology would require a search to find such trials, and further screening to identify trials that conducted a subgroup analysis [ 31 ].

The strategies used for identifying participants in observational studies can apply here. One may use a systematic search to identify all eligible studies. If the number of eligible studies is unmanageable, a random sample of articles can be expected to provide comparable results if it is sufficiently large [ 32 ]. For example, Wilson et al. used a random sample of trials from the Cochrane Stroke Group’s Trial Register to investigate completeness of reporting [ 33 ]. It is possible that a simple random sample would lead to underrepresentation of units (i.e. research reports) that are smaller in number. This is relevant if the investigators wish to compare multiple groups but have too few units in one group. In this case a stratified sample would help to create equal groups. For example, in a methodological study comparing Cochrane and non-Cochrane reviews, Kahale et al. drew random samples from both groups [ 34 ]. Alternatively, systematic or purposeful sampling strategies can be used and we encourage researchers to justify their selected approaches based on the study objective.

Q: How many databases should I search?

A: The number of databases one should search would depend on the approach to sampling, which can include targeting the entire “population” of interest or a sample of that population. If you are interested in including the entire target population for your research question, or drawing a random or systematic sample from it, then a comprehensive and exhaustive search for relevant articles is required. In this case, we recommend using systematic approaches for searching electronic databases (i.e. at least 2 databases with a replicable and time stamped search strategy). The results of your search will constitute a sampling frame from which eligible studies can be drawn.

Alternatively, if your approach to sampling is purposeful, then we recommend targeting the database(s) or data sources (e.g. journals, registries) that include the information you need. For example, if you are conducting a methodological study of high impact journals in plastic surgery and they are all indexed in PubMed, you likely do not need to search any other databases. You may also have a comprehensive list of all journals of interest and can approach your search using the journal names in your database search (or by accessing the journal archives directly from the journal’s website). Even though one could also search journals’ web pages directly, using a database such as PubMed has multiple advantages, such as the use of filters, so the search can be narrowed down to a certain period, or study types of interest. Furthermore, individual journals’ web sites may have different search functionalities, which do not necessarily yield a consistent output.

Q: Should I publish a protocol for my methodological study?

A: A protocol is a description of intended research methods. Currently, only protocols for clinical trials require registration [ 35 ]. Protocols for systematic reviews are encouraged but no formal recommendation exists. The scientific community welcomes the publication of protocols because they help protect against selective outcome reporting, the use of post hoc methodologies to embellish results, and to help avoid duplication of efforts [ 36 ]. While the latter two risks exist in methodological research, the negative consequences may be substantially less than for clinical outcomes. In a sample of 31 methodological studies, 7 (22.6%) referenced a published protocol [ 9 ]. In the Cochrane Library, there are 15 protocols for methodological reviews (21 July 2020). This suggests that publishing protocols for methodological studies is not uncommon.

Authors can consider publishing their study protocol in a scholarly journal as a manuscript. Advantages of such publication include obtaining peer-review feedback about the planned study, and easy retrieval by searching databases such as PubMed. The disadvantages in trying to publish protocols includes delays associated with manuscript handling and peer review, as well as costs, as few journals publish study protocols, and those journals mostly charge article-processing fees [ 37 ]. Authors who would like to make their protocol publicly available without publishing it in scholarly journals, could deposit their study protocols in publicly available repositories, such as the Open Science Framework ( https://osf.io/ ).

Q: How to appraise the quality of a methodological study?

A: To date, there is no published tool for appraising the risk of bias in a methodological study, but in principle, a methodological study could be considered as a type of observational study. Therefore, during conduct or appraisal, care should be taken to avoid the biases common in observational studies [ 38 ]. These biases include selection bias, comparability of groups, and ascertainment of exposure or outcome. In other words, to generate a representative sample, a comprehensive reproducible search may be necessary to build a sampling frame. Additionally, random sampling may be necessary to ensure that all the included research reports have the same probability of being selected, and the screening and selection processes should be transparent and reproducible. To ensure that the groups compared are similar in all characteristics, matching, random sampling or stratified sampling can be used. Statistical adjustments for between-group differences can also be applied at the analysis stage. Finally, duplicate data extraction can reduce errors in assessment of exposures or outcomes.

Q: Should I justify a sample size?

A: In all instances where one is not using the target population (i.e. the group to which inferences from the research report are directed) [ 39 ], a sample size justification is good practice. The sample size justification may take the form of a description of what is expected to be achieved with the number of articles selected, or a formal sample size estimation that outlines the number of articles required to answer the research question with a certain precision and power. Sample size justifications in methodological studies are reasonable in the following instances:

• Comparing two groups
• Determining a proportion, mean or another quantifier
• Determining factors associated with an outcome using regression-based analyses

For example, El Dib et al. computed a sample size requirement for a methodological study of diagnostic strategies in randomized trials, based on a confidence interval approach [ 40 ].

Q: What should I call my study?

A: Other terms which have been used to describe/label methodological studies include “ methodological review ”, “methodological survey” , “meta-epidemiological study” , “systematic review” , “systematic survey”, “meta-research”, “research-on-research” and many others. We recommend that the study nomenclature be clear, unambiguous, informative and allow for appropriate indexing. Methodological study nomenclature that should be avoided includes “ systematic review” – as this will likely be confused with a systematic review of a clinical question. “ Systematic survey” may also lead to confusion about whether the survey was systematic (i.e. using a preplanned methodology) or a survey using “ systematic” sampling (i.e. a sampling approach using specific intervals to determine who is selected) [ 32 ]. Any of the above meanings of the words “ systematic” may be true for methodological studies and could be potentially misleading. “ Meta-epidemiological study” is ideal for indexing, but not very informative as it describes an entire field. The term “ review ” may point towards an appraisal or “review” of the design, conduct, analysis or reporting (or methodological components) of the targeted research reports, yet it has also been used to describe narrative reviews [ 41 , 42 ]. The term “ survey ” is also in line with the approaches used in many methodological studies [ 9 ], and would be indicative of the sampling procedures of this study design. However, in the absence of guidelines on nomenclature, the term “ methodological study ” is broad enough to capture most of the scenarios of such studies.

Q: Should I account for clustering in my methodological study?

A: Data from methodological studies are often clustered. For example, articles coming from a specific source may have different reporting standards (e.g. the Cochrane Library). Articles within the same journal may be similar due to editorial practices and policies, reporting requirements and endorsement of guidelines. There is emerging evidence that these are real concerns that should be accounted for in analyses [ 43 ]. Some cluster variables are described in the section: “ What variables are relevant to methodological studies?”

A variety of modelling approaches can be used to account for correlated data, including the use of marginal, fixed or mixed effects regression models with appropriate computation of standard errors [ 44 ]. For example, Kosa et al. used generalized estimation equations to account for correlation of articles within journals [ 15 ]. Not accounting for clustering could lead to incorrect p -values, unduly narrow confidence intervals, and biased estimates [ 45 ].

Q: Should I extract data in duplicate?

A: Yes. Duplicate data extraction takes more time but results in less errors [ 19 ]. Data extraction errors in turn affect the effect estimate [ 46 ], and therefore should be mitigated. Duplicate data extraction should be considered in the absence of other approaches to minimize extraction errors. However, much like systematic reviews, this area will likely see rapid new advances with machine learning and natural language processing technologies to support researchers with screening and data extraction [ 47 , 48 ]. However, experience plays an important role in the quality of extracted data and inexperienced extractors should be paired with experienced extractors [ 46 , 49 ].

Q: Should I assess the risk of bias of research reports included in my methodological study?

A : Risk of bias is most useful in determining the certainty that can be placed in the effect measure from a study. In methodological studies, risk of bias may not serve the purpose of determining the trustworthiness of results, as effect measures are often not the primary goal of methodological studies. Determining risk of bias in methodological studies is likely a practice borrowed from systematic review methodology, but whose intrinsic value is not obvious in methodological studies. When it is part of the research question, investigators often focus on one aspect of risk of bias. For example, Speich investigated how blinding was reported in surgical trials [ 50 ], and Abraha et al., investigated the application of intention-to-treat analyses in systematic reviews and trials [ 51 ].

Q: What variables are relevant to methodological studies?

A: There is empirical evidence that certain variables may inform the findings in a methodological study. We outline some of these and provide a brief overview below:

• Country: Countries and regions differ in their research cultures, and the resources available to conduct research. Therefore, it is reasonable to believe that there may be differences in methodological features across countries. Methodological studies have reported loco-regional differences in reporting quality [ 52 , 53 ]. This may also be related to challenges non-English speakers face in publishing papers in English.
• Authors’ expertise: The inclusion of authors with expertise in research methodology, biostatistics, and scientific writing is likely to influence the end-product. Oltean et al. found that among randomized trials in orthopaedic surgery, the use of analyses that accounted for clustering was more likely when specialists (e.g. statistician, epidemiologist or clinical trials methodologist) were included on the study team [ 54 ]. Fleming et al. found that including methodologists in the review team was associated with appropriate use of reporting guidelines [ 55 ].
• Source of funding and conflicts of interest: Some studies have found that funded studies report better [ 56 , 57 ], while others do not [ 53 , 58 ]. The presence of funding would indicate the availability of resources deployed to ensure optimal design, conduct, analysis and reporting. However, the source of funding may introduce conflicts of interest and warrant assessment. For example, Kaiser et al. investigated the effect of industry funding on obesity or nutrition randomized trials and found that reporting quality was similar [ 59 ]. Thomas et al. looked at reporting quality of long-term weight loss trials and found that industry funded studies were better [ 60 ]. Kan et al. examined the association between industry funding and “positive trials” (trials reporting a significant intervention effect) and found that industry funding was highly predictive of a positive trial [ 61 ]. This finding is similar to that of a recent Cochrane Methodology Review by Hansen et al. [ 62 ]
• Journal characteristics: Certain journals’ characteristics may influence the study design, analysis or reporting. Characteristics such as journal endorsement of guidelines [ 63 , 64 ], and Journal Impact Factor (JIF) have been shown to be associated with reporting [ 63 , 65 – 67 ].
• Study size (sample size/number of sites): Some studies have shown that reporting is better in larger studies [ 53 , 56 , 58 ].
• Year of publication: It is reasonable to assume that design, conduct, analysis and reporting of research will change over time. Many studies have demonstrated improvements in reporting over time or after the publication of reporting guidelines [ 68 , 69 ].
• Type of intervention: In a methodological study of reporting quality of weight loss intervention studies, Thabane et al. found that trials of pharmacologic interventions were reported better than trials of non-pharmacologic interventions [ 70 ].
• Interactions between variables: Complex interactions between the previously listed variables are possible. High income countries with more resources may be more likely to conduct larger studies and incorporate a variety of experts. Authors in certain countries may prefer certain journals, and journal endorsement of guidelines and editorial policies may change over time.

Q: Should I focus only on high impact journals?

A: Investigators may choose to investigate only high impact journals because they are more likely to influence practice and policy, or because they assume that methodological standards would be higher. However, the JIF may severely limit the scope of articles included and may skew the sample towards articles with positive findings. The generalizability and applicability of findings from a handful of journals must be examined carefully, especially since the JIF varies over time. Even among journals that are all “high impact”, variations exist in methodological standards.

Q: Can I conduct a methodological study of qualitative research?

A: Yes. Even though a lot of methodological research has been conducted in the quantitative research field, methodological studies of qualitative studies are feasible. Certain databases that catalogue qualitative research including the Cumulative Index to Nursing & Allied Health Literature (CINAHL) have defined subject headings that are specific to methodological research (e.g. “research methodology”). Alternatively, one could also conduct a qualitative methodological review; that is, use qualitative approaches to synthesize methodological issues in qualitative studies.

Q: What reporting guidelines should I use for my methodological study?

A: There is no guideline that covers the entire scope of methodological studies. One adaptation of the PRISMA guidelines has been published, which works well for studies that aim to use the entire target population of research reports [ 71 ]. However, it is not widely used (40 citations in 2 years as of 09 December 2019), and methodological studies that are designed as cross-sectional or before-after studies require a more fit-for purpose guideline. A more encompassing reporting guideline for a broad range of methodological studies is currently under development [ 72 ]. However, in the absence of formal guidance, the requirements for scientific reporting should be respected, and authors of methodological studies should focus on transparency and reproducibility.

Q: What are the potential threats to validity and how can I avoid them?

A: Methodological studies may be compromised by a lack of internal or external validity. The main threats to internal validity in methodological studies are selection and confounding bias. Investigators must ensure that the methods used to select articles does not make them differ systematically from the set of articles to which they would like to make inferences. For example, attempting to make extrapolations to all journals after analyzing high-impact journals would be misleading.

Many factors (confounders) may distort the association between the exposure and outcome if the included research reports differ with respect to these factors [ 73 ]. For example, when examining the association between source of funding and completeness of reporting, it may be necessary to account for journals that endorse the guidelines. Confounding bias can be addressed by restriction, matching and statistical adjustment [ 73 ]. Restriction appears to be the method of choice for many investigators who choose to include only high impact journals or articles in a specific field. For example, Knol et al. examined the reporting of p -values in baseline tables of high impact journals [ 26 ]. Matching is also sometimes used. In the methodological study of non-randomized interventional studies of elective ventral hernia repair, Parker et al. matched prospective studies with retrospective studies and compared reporting standards [ 74 ]. Some other methodological studies use statistical adjustments. For example, Zhang et al. used regression techniques to determine the factors associated with missing participant data in trials [ 16 ].

With regard to external validity, researchers interested in conducting methodological studies must consider how generalizable or applicable their findings are. This should tie in closely with the research question and should be explicit. For example. Findings from methodological studies on trials published in high impact cardiology journals cannot be assumed to be applicable to trials in other fields. However, investigators must ensure that their sample truly represents the target sample either by a) conducting a comprehensive and exhaustive search, or b) using an appropriate and justified, randomly selected sample of research reports.

Even applicability to high impact journals may vary based on the investigators’ definition, and over time. For example, for high impact journals in the field of general medicine, Bouwmeester et al. included the Annals of Internal Medicine (AIM), BMJ, the Journal of the American Medical Association (JAMA), Lancet, the New England Journal of Medicine (NEJM), and PLoS Medicine ( n  = 6) [ 75 ]. In contrast, the high impact journals selected in the methodological study by Schiller et al. were BMJ, JAMA, Lancet, and NEJM ( n  = 4) [ 76 ]. Another methodological study by Kosa et al. included AIM, BMJ, JAMA, Lancet and NEJM ( n  = 5). In the methodological study by Thabut et al., journals with a JIF greater than 5 were considered to be high impact. Riado Minguez et al. used first quartile journals in the Journal Citation Reports (JCR) for a specific year to determine “high impact” [ 77 ]. Ultimately, the definition of high impact will be based on the number of journals the investigators are willing to include, the year of impact and the JIF cut-off [ 78 ]. We acknowledge that the term “generalizability” may apply differently for methodological studies, especially when in many instances it is possible to include the entire target population in the sample studied.

Finally, methodological studies are not exempt from information bias which may stem from discrepancies in the included research reports [ 79 ], errors in data extraction, or inappropriate interpretation of the information extracted. Likewise, publication bias may also be a concern in methodological studies, but such concepts have not yet been explored.

A proposed framework

In order to inform discussions about methodological studies, the development of guidance for what should be reported, we have outlined some key features of methodological studies that can be used to classify them. For each of the categories outlined below, we provide an example. In our experience, the choice of approach to completing a methodological study can be informed by asking the following four questions:

• What is the aim?

A methodological study may be focused on exploring sources of bias in primary or secondary studies (meta-bias), or how bias is analyzed. We have taken care to distinguish bias (i.e. systematic deviations from the truth irrespective of the source) from reporting quality or completeness (i.e. not adhering to a specific reporting guideline or norm). An example of where this distinction would be important is in the case of a randomized trial with no blinding. This study (depending on the nature of the intervention) would be at risk of performance bias. However, if the authors report that their study was not blinded, they would have reported adequately. In fact, some methodological studies attempt to capture both “quality of conduct” and “quality of reporting”, such as Richie et al., who reported on the risk of bias in randomized trials of pharmacy practice interventions [ 80 ]. Babic et al. investigated how risk of bias was used to inform sensitivity analyses in Cochrane reviews [ 81 ]. Further, biases related to choice of outcomes can also be explored. For example, Tan et al investigated differences in treatment effect size based on the outcome reported [ 82 ].

Methodological studies may report quality of reporting against a reporting checklist (i.e. adherence to guidelines) or against expected norms. For example, Croituro et al. report on the quality of reporting in systematic reviews published in dermatology journals based on their adherence to the PRISMA statement [ 83 ], and Khan et al. described the quality of reporting of harms in randomized controlled trials published in high impact cardiovascular journals based on the CONSORT extension for harms [ 84 ]. Other methodological studies investigate reporting of certain features of interest that may not be part of formally published checklists or guidelines. For example, Mbuagbaw et al. described how often the implications for research are elaborated using the Evidence, Participants, Intervention, Comparison, Outcome, Timeframe (EPICOT) format [ 30 ].

Sometimes investigators may be interested in how consistent reports of the same research are, as it is expected that there should be consistency between: conference abstracts and published manuscripts; manuscript abstracts and manuscript main text; and trial registration and published manuscript. For example, Rosmarakis et al. investigated consistency between conference abstracts and full text manuscripts [ 85 ].

In addition to identifying issues with reporting in primary and secondary studies, authors of methodological studies may be interested in determining the factors that are associated with certain reporting practices. Many methodological studies incorporate this, albeit as a secondary outcome. For example, Farrokhyar et al. investigated the factors associated with reporting quality in randomized trials of coronary artery bypass grafting surgery [ 53 ].

Methodological studies may also be used to describe methods or compare methods, and the factors associated with methods. Muller et al. described the methods used for systematic reviews and meta-analyses of observational studies [ 86 ].

Some methodological studies synthesize results from other methodological studies. For example, Li et al. conducted a scoping review of methodological reviews that investigated consistency between full text and abstracts in primary biomedical research [ 87 ].

Some methodological studies may investigate the use of names and terms in health research. For example, Martinic et al. investigated the definitions of systematic reviews used in overviews of systematic reviews (OSRs), meta-epidemiological studies and epidemiology textbooks [ 88 ].

In addition to the previously mentioned experimental methodological studies, there may exist other types of methodological studies not captured here.

• 2. What is the design?

Most methodological studies are purely descriptive and report their findings as counts (percent) and means (standard deviation) or medians (interquartile range). For example, Mbuagbaw et al. described the reporting of research recommendations in Cochrane HIV systematic reviews [ 30 ]. Gohari et al. described the quality of reporting of randomized trials in diabetes in Iran [ 12 ].

Some methodological studies are analytical wherein “analytical studies identify and quantify associations, test hypotheses, identify causes and determine whether an association exists between variables, such as between an exposure and a disease.” [ 89 ] In the case of methodological studies all these investigations are possible. For example, Kosa et al. investigated the association between agreement in primary outcome from trial registry to published manuscript and study covariates. They found that larger and more recent studies were more likely to have agreement [ 15 ]. Tricco et al. compared the conclusion statements from Cochrane and non-Cochrane systematic reviews with a meta-analysis of the primary outcome and found that non-Cochrane reviews were more likely to report positive findings. These results are a test of the null hypothesis that the proportions of Cochrane and non-Cochrane reviews that report positive results are equal [ 90 ].

• 3. What is the sampling strategy?

Methodological reviews with narrow research questions may be able to include the entire target population. For example, in the methodological study of Cochrane HIV systematic reviews, Mbuagbaw et al. included all of the available studies ( n  = 103) [ 30 ].

Many methodological studies use random samples of the target population [ 33 , 91 , 92 ]. Alternatively, purposeful sampling may be used, limiting the sample to a subset of research-related reports published within a certain time period, or in journals with a certain ranking or on a topic. Systematic sampling can also be used when random sampling may be challenging to implement.

• 4. What is the unit of analysis?

Many methodological studies use a research report (e.g. full manuscript of study, abstract portion of the study) as the unit of analysis, and inferences can be made at the study-level. However, both published and unpublished research-related reports can be studied. These may include articles, conference abstracts, registry entries etc.

Some methodological studies report on items which may occur more than once per article. For example, Paquette et al. report on subgroup analyses in Cochrane reviews of atrial fibrillation in which 17 systematic reviews planned 56 subgroup analyses [ 93 ].

This framework is outlined in Fig.  2 .

A proposed framework for methodological studies

Conclusions

Methodological studies have examined different aspects of reporting such as quality, completeness, consistency and adherence to reporting guidelines. As such, many of the methodological study examples cited in this tutorial are related to reporting. However, as an evolving field, the scope of research questions that can be addressed by methodological studies is expected to increase.

In this paper we have outlined the scope and purpose of methodological studies, along with examples of instances in which various approaches have been used. In the absence of formal guidance on the design, conduct, analysis and reporting of methodological studies, we have provided some advice to help make methodological studies consistent. This advice is grounded in good contemporary scientific practice. Generally, the research question should tie in with the sampling approach and planned analysis. We have also highlighted the variables that may inform findings from methodological studies. Lastly, we have provided suggestions for ways in which authors can categorize their methodological studies to inform their design and analysis.

Acknowledgements

Abbreviations, authors’ contributions.

LM conceived the idea and drafted the outline and paper. DOL and LT commented on the idea and draft outline. LM, LP and DOL performed literature searches and data extraction. All authors (LM, DOL, LT, LP, DBA) reviewed several draft versions of the manuscript and approved the final manuscript.

This work did not receive any dedicated funding.

Availability of data and materials

Ethics approval and consent to participate.

Not applicable.

Consent for publication

Competing interests.

DOL, DBA, LM, LP and LT are involved in the development of a reporting guideline for methodological studies.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Structure of a Research Paper

Structure of a Research Paper: IMRaD Format

I. The Title Page

• Title: Tells the reader what to expect in the paper.
• Author(s): Most papers are written by one or two primary authors. The remaining authors have reviewed the work and/or aided in study design or data analysis (International Committee of Medical Editors, 1997). Check the Instructions to Authors for the target journal for specifics about authorship.
• Keywords [according to the journal]
• Corresponding Author: Full name and affiliation for the primary contact author for persons who have questions about the research.
• Financial & Equipment Support [if needed]: Specific information about organizations, agencies, or companies that supported the research.
• Conflicts of Interest [if needed]: List and explain any conflicts of interest.

II. Abstract: “Structured abstract” has become the standard for research papers (introduction, objective, methods, results and conclusions), while reviews, case reports and other articles have non-structured abstracts. The abstract should be a summary/synopsis of the paper.

III. Introduction: The “why did you do the study”; setting the scene or laying the foundation or background for the paper.

IV. Methods: The “how did you do the study.” Describe the --

• Context and setting of the study
• Specify the study design
• Population (patients, etc. if applicable)
• Sampling strategy
• Intervention (if applicable)
• Identify the main study variables
• Data collection instruments and procedures
• Outline analysis methods

V. Results: The “what did you find” --

• Report on data collection and/or recruitment
• Participants (demographic, clinical condition, etc.)
• Present key findings with respect to the central research question
• Secondary findings (secondary outcomes, subgroup analyses, etc.)

VI. Discussion: Place for interpreting the results

• Main findings of the study
• Discuss the main results with reference to previous research
• Policy and practice implications of the results
• Strengths and limitations of the study

VII. Conclusions: [occasionally optional or not required]. Do not reiterate the data or discussion. Can state hunches, inferences or speculations. Offer perspectives for future work.

VIII. Acknowledgements: Names people who contributed to the work, but did not contribute sufficiently to earn authorship. You must have permission from any individuals mentioned in the acknowledgements sections. 

IX. References:  Complete citations for any articles or other materials referenced in the text of the article.

• IMRD Cheatsheet (Carnegie Mellon) pdf.
• Adewasi, D. (2021 June 14).  What Is IMRaD? IMRaD Format in Simple Terms! . Scientific-editing.info. 
• Nair, P.K.R., Nair, V.D. (2014). Organization of a Research Paper: The IMRAD Format. In: Scientific Writing and Communication in Agriculture and Natural Resources. Springer, Cham. https://doi.org/10.1007/978-3-319-03101-9_2
• Sollaci, L. B., & Pereira, M. G. (2004). The introduction, methods, results, and discussion (IMRAD) structure: a fifty-year survey.   Journal of the Medical Library Association : JMLA ,  92 (3), 364–367.
• Cuschieri, S., Grech, V., & Savona-Ventura, C. (2019). WASP (Write a Scientific Paper): Structuring a scientific paper.   Early human development ,  128 , 114–117. https://doi.org/10.1016/j.earlhumdev.2018.09.011

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Home » Research Methods – Types, Examples and Guide

Research Methods – Types, Examples and Guide

Table of Contents

Research Methods

Definition:

Research Methods refer to the techniques, procedures, and processes used by researchers to collect , analyze, and interpret data in order to answer research questions or test hypotheses. The methods used in research can vary depending on the research questions, the type of data that is being collected, and the research design.

Types of Research Methods

Types of Research Methods are as follows:

Qualitative research Method

Qualitative research methods are used to collect and analyze non-numerical data. This type of research is useful when the objective is to explore the meaning of phenomena, understand the experiences of individuals, or gain insights into complex social processes. Qualitative research methods include interviews, focus groups, ethnography, and content analysis.

Quantitative Research Method

Quantitative research methods are used to collect and analyze numerical data. This type of research is useful when the objective is to test a hypothesis, determine cause-and-effect relationships, and measure the prevalence of certain phenomena. Quantitative research methods include surveys, experiments, and secondary data analysis.

Mixed Method Research

Mixed Method Research refers to the combination of both qualitative and quantitative research methods in a single study. This approach aims to overcome the limitations of each individual method and to provide a more comprehensive understanding of the research topic. This approach allows researchers to gather both quantitative data, which is often used to test hypotheses and make generalizations about a population, and qualitative data, which provides a more in-depth understanding of the experiences and perspectives of individuals.

Key Differences Between Research Methods

The following Table shows the key differences between Quantitative, Qualitative and Mixed Research Methods

Examples of Research Methods

Examples of Research Methods are as follows:

Qualitative Research Example:

A researcher wants to study the experience of cancer patients during their treatment. They conduct in-depth interviews with patients to gather data on their emotional state, coping mechanisms, and support systems.

Quantitative Research Example:

A company wants to determine the effectiveness of a new advertisement campaign. They survey a large group of people, asking them to rate their awareness of the product and their likelihood of purchasing it.

Mixed Research Example:

A university wants to evaluate the effectiveness of a new teaching method in improving student performance. They collect both quantitative data (such as test scores) and qualitative data (such as feedback from students and teachers) to get a complete picture of the impact of the new method.

Applications of Research Methods

Research methods are used in various fields to investigate, analyze, and answer research questions. Here are some examples of how research methods are applied in different fields:

• Psychology : Research methods are widely used in psychology to study human behavior, emotions, and mental processes. For example, researchers may use experiments, surveys, and observational studies to understand how people behave in different situations, how they respond to different stimuli, and how their brains process information.
• Sociology : Sociologists use research methods to study social phenomena, such as social inequality, social change, and social relationships. Researchers may use surveys, interviews, and observational studies to collect data on social attitudes, beliefs, and behaviors.
• Medicine : Research methods are essential in medical research to study diseases, test new treatments, and evaluate their effectiveness. Researchers may use clinical trials, case studies, and laboratory experiments to collect data on the efficacy and safety of different medical treatments.
• Education : Research methods are used in education to understand how students learn, how teachers teach, and how educational policies affect student outcomes. Researchers may use surveys, experiments, and observational studies to collect data on student performance, teacher effectiveness, and educational programs.
• Business : Research methods are used in business to understand consumer behavior, market trends, and business strategies. Researchers may use surveys, focus groups, and observational studies to collect data on consumer preferences, market trends, and industry competition.
• Environmental science : Research methods are used in environmental science to study the natural world and its ecosystems. Researchers may use field studies, laboratory experiments, and observational studies to collect data on environmental factors, such as air and water quality, and the impact of human activities on the environment.
• Political science : Research methods are used in political science to study political systems, institutions, and behavior. Researchers may use surveys, experiments, and observational studies to collect data on political attitudes, voting behavior, and the impact of policies on society.

Purpose of Research Methods

Research methods serve several purposes, including:

• Identify research problems: Research methods are used to identify research problems or questions that need to be addressed through empirical investigation.
• Develop hypotheses: Research methods help researchers develop hypotheses, which are tentative explanations for the observed phenomenon or relationship.
• Collect data: Research methods enable researchers to collect data in a systematic and objective way, which is necessary to test hypotheses and draw meaningful conclusions.
• Analyze data: Research methods provide tools and techniques for analyzing data, such as statistical analysis, content analysis, and discourse analysis.
• Test hypotheses: Research methods allow researchers to test hypotheses by examining the relationships between variables in a systematic and controlled manner.
• Draw conclusions : Research methods facilitate the drawing of conclusions based on empirical evidence and help researchers make generalizations about a population based on their sample data.
• Enhance understanding: Research methods contribute to the development of knowledge and enhance our understanding of various phenomena and relationships, which can inform policy, practice, and theory.

When to Use Research Methods

Research methods are used when you need to gather information or data to answer a question or to gain insights into a particular phenomenon.

Here are some situations when research methods may be appropriate:

• To investigate a problem : Research methods can be used to investigate a problem or a research question in a particular field. This can help in identifying the root cause of the problem and developing solutions.
• To gather data: Research methods can be used to collect data on a particular subject. This can be done through surveys, interviews, observations, experiments, and more.
• To evaluate programs : Research methods can be used to evaluate the effectiveness of a program, intervention, or policy. This can help in determining whether the program is meeting its goals and objectives.
• To explore new areas : Research methods can be used to explore new areas of inquiry or to test new hypotheses. This can help in advancing knowledge in a particular field.
• To make informed decisions : Research methods can be used to gather information and data to support informed decision-making. This can be useful in various fields such as healthcare, business, and education.

Advantages of Research Methods

Research methods provide several advantages, including:

• Objectivity : Research methods enable researchers to gather data in a systematic and objective manner, minimizing personal biases and subjectivity. This leads to more reliable and valid results.
• Replicability : A key advantage of research methods is that they allow for replication of studies by other researchers. This helps to confirm the validity of the findings and ensures that the results are not specific to the particular research team.
• Generalizability : Research methods enable researchers to gather data from a representative sample of the population, allowing for generalizability of the findings to a larger population. This increases the external validity of the research.
• Precision : Research methods enable researchers to gather data using standardized procedures, ensuring that the data is accurate and precise. This allows researchers to make accurate predictions and draw meaningful conclusions.
• Efficiency : Research methods enable researchers to gather data efficiently, saving time and resources. This is especially important when studying large populations or complex phenomena.
• Innovation : Research methods enable researchers to develop new techniques and tools for data collection and analysis, leading to innovation and advancement in the field.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Advances in Atmospheric Radiation: Theories, Models, and Their Applications. Part II: Radiative Transfer Models and Related Applications

• Celebrating 100 Years of the Chinese Meteorological Society’s Journal—Acta Meteorologica Sinica
• Published: 13 May 2024
• Volume 38 , pages 183–208, ( 2024 )

Cite this article

• Hua Zhang 1 , 2 ,
• Feng Zhang 3 ,
• Lei Liu 4 ,
• Yuzhi Liu 5 ,
• Husi Letu 6 ,
• Yuanjian Yang 7 ,
• Zhengqiang Li 6 ,
• Shuai Hu 4 ,
• Ming Li 6 ,
• Tie Dai 9 ,
• Fei Wang 1 ,
• Zhili Wang 1 ,
• Yuxiang Ling 7 ,
• Yining Shi 10 &
• Chao Liu 2 , 7  

The subject of “atmospheric radiation” includes not only fundamental theories on atmospheric gaseous absorption and the scattering and radiative transfer of particles (molecules, cloud, and aerosols), but also their applications in weather, climate, and atmospheric remote sensing, and is an essential part of the atmospheric sciences. This review includes two parts (Part I and Part II); following the first part on gaseous absorption and particle scattering, this part (Part II) reports the progress that has been made in radiative transfer theories, models, and their common applications, focusing particularly on the contributions from Chinese researchers. The recent achievements on radiative transfer models and methods developed for weather and climate studies and for atmospheric remote sensing are firstly reviewed. Then, the associated applications, such as surface radiation estimation, satellite remote sensing algorithms, radiative parameterization for climate models, and radiative-forcing related climate change studies are summarized, which further reveals the importance of radiative transfer theories and models.

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Department of Atmospheric and Oceanic Sciences & Institute of Atmospheric Sciences, Fudan University, Shanghai, 200438, China

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Zhang, H., Zhang, F., Liu, L. et al. Advances in Atmospheric Radiation: Theories, Models, and Their Applications. Part II: Radiative Transfer Models and Related Applications. J Meteorol Res 38 , 183–208 (2024). https://doi.org/10.1007/s13351-024-3089-y

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2024 Elaine Marieb Center Pilot Grants

Each year, as part of the Elaine Marieb Center’s mission to promote healthcare innovation, the Center awards Pilot Grants to UMass faculty teams that use collaborative, interdisciplinary nurse-engineer research to discover and fill gaps in effective healthcare products and processes. This year, four yearlong pilot projects were awarded addressing a diverse range of topics that highlight the unique contributions of nursing and engineering teams. This year’s projects are focused on nursing workload, the connection between health and local farming, new methods to measure actual IV pump flow rates, and the development of novel polymers in patient warming devices.

Culture, Climate Change, Farming, and Health Outcomes

Favorite Iradukunda , PhD RN from the Elaine Marieb College of Nursing, and C. D. (Christian David) Guzman , PhD from the Department of Civil and Environmental Engineering work with local farmers and gardeners in Holyoke and Springfield to further their project’s aim of building (as the team states) “insights and comparisons on the impacts that local urban farming can have on culture and health.” Diets rich in fresh produce positively impact physical health, and existing farming and gardening research suggests that the actual processes of farming and gardening can positively effect mental health as well.  But these vital resources may not be accessible for the long term due to the impact of environment.  The team says, “In addition to social interaction and physical activity, access to community gardens can improve food security and diet quality by increasing fruit and vegetable intake. While these programs can have an improved benefit to society and participants, climate change may influence the sustained access to these experiences.”  The team will be using its engineering and nursing expertise to perform an analysis of qualitative farming and gardening data, comparing the Western Massachusetts region (including Springfield and Holyoke) to other areas of Massachusetts and the US, and looking at the effects of climate change and environment on local farms.   

Improving Workload Management in Inpatient Units Using Mathematical Modeling and Qualitative Methods . 

Hari Balasubramanian , PhD; Muge Capan , PhD  both from the Department of Mechanical and Industrial Engineering, and Joohyun Chung , PhD RN from the Elaine Marieb College of Nursing are working with nurses at Baystate Medical Center to create a nursing workload measurement tool that will reduce stress on nurses and improve patient care. With the nursing profession facing unprecedented staffing shortages, precisely defining workload is a critical part of making that workload manageable.  The team stated, “Defining and understanding nursing workload is a complex undertaking, as there is no clear published definition specifically tailored to nursing. Further, there is no standardized approach to measure and manage the workload associated with tasks assigned to nursing-led care teams in inpatient units. The goal of the proposed project is to leverage the power of frontline provider experiences and data science to inform sustainable care team configuration in the hospital setting.” The first part of their project will utilize engineering expertise to analyze several months of workload data from a cardiovascular unit at Baystate Medical Center.  The second part will determine what nurses understand to be important measures of workload by working with focus groups of nurses. Findings from both parts will be combined to create a workload measurement tool.

Synergistic Fusion: Advancing Thermal Therapy Systems for Patient Safety through Nursing-Engineering Collaboration

Yanfei Xu , PhD from the Department of Mechanical and Industrial Engineering, will be working with Cidàlia Vital , PhD RN, the Program Director of Nursing Research and Holistic Nursing at Baystate Medical Center and Lecturer from Elaine Marieb College of Nursing to increase the efficiency of polymers in thermal therapy systems.  The team’s research will be taking place both in UMass laboratory space and in the Baysate Health clinical setting.  The thermal therapy systems surround patients with warm air prior to and following surgery and at other critical times, but the tendency of the plastics to overheat and fracture can decrease their efficacy and cause unintended harm to patients. In addition to gathering data about these devices in the real-world setting, the team plans to apply that data to the creation of novel polymers  that will not be prone to overheating and fracturing.  The team says, “Anticipated outcomes include significant advancements in thermal therapy applications using advanced polymers with efficient heat dissipation and strong shear strength, leading to more personalized and efficient healthcare solutions benefiting individuals and communities.”

Use of Spectrophotometry and Molecular Concentration to Evaluate Secondary Medication Flow Through Baxter Sigma Intravenous Smart Pumps

Jeannine Blake , PhD RN, Juan Jiménez , PhD, and Sina Fazarneh, PhD from the Department of Mechanical and Industrial Engineering use spectrophotometry to document the flow rates of IV Smart Pumps (IVSP). Due to various factors, IVSP often inaccurately indicate flow rates; in other words, readouts on IV Smart Pumps are often not consistent with the actual amount of medication being dispersed.  This is problematic, as adverse events related to errors from IVSP use are among the most frequent medical device errors reported to the FDA (Food and Drug Administration).  Using spectrophotometry (which measures the amount of light that passes through substances to determine the substance’s viscosity, or density) will provide a greater level of detail than that provided by the data previously available.  “The level of precision afforded by this methodology will go beyond prior study of this variable, providing a much clearer understanding of the impact of setup on secondary medication administration. By populating each of the two infusion bags with a molecule traceable by spectrophotometry, we will be able to assess the final fluid volume for the concentration of each molecule and compare to the expected concentrations to understand the flow profile through the IVSP.”

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Evidence shows that the Covid-19 pandemic caused increased loneliness, anxiety and greater social isolation due to social distancing policies. Virtual reality (VR) provides users with an easy way to become engaged in social activities without leaving the house. This study focused on adults, who were socialising in Altspace VR, a social VR platform, during the Covid-19 pandemic and it explored whether social VR could alleviate feelings of loneliness and social anxiety. A mixed-methods research design was applied. Participants (n = 74), aged 18–75, completed a questionnaire inside the social VR platform to measure levels of loneliness (UCLA 20-item scale) and social anxiety (17-item SPIN scale) in the social VR platform (online condition) and real world (offline condition). Subsequently, a focus group (n = 9) was conducted to gather insights into how and why participants were using the social VR platform. Findings from the questionnaire revealed significantly lower levels of loneliness and social anxiety when in the social VR platform. Lower levels of loneliness and social anxiety were also associated with participants who socialised with a regular group of friends. In addition, findings from the focus group suggested that being part of an online group facilitates stronger feelings of belonging. Social VR can be used as a valuable intervention to reduce feelings of loneliness and social anxiety. Future studies should continue to establish whether social VR can help to encourage group formation and provide people with enhanced social opportunities beyond the COVID-19 pandemic.

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Introduction.

On the 11th March 2020 the World Health Organisation declared the rapidly spreading Corona virus outbreak a pandemic 1 and world governments began to impose enforced social isolation rules. Throughout 2020/2021 the majority of countries imposed lengthy periods of lockdown. The first UK lockdown lasted almost 4 months and during this time only essential travel was permitted and interaction with others from outside the direct household was forbidden 2 . The lock-down caused disruption to daily routines, social activities, education and work. Social distancing measures led to a collapse in social contact. When people experience a reduction in social contact or when the quality of interaction with others is diminished, they can suffer feelings of loneliness. Nearly 7.5 million adults experienced "lockdown loneliness," which is the equivalent to around 14% of the population. 3 Additionally, the percentage of the UK population reporting loneliness increased from 10% in March 2020 to 26% in February 2021 4 .

Social isolation and loneliness

Social isolation and loneliness are different. Social isolation is commonly defined as “the state in which the individual or group expresses a need or desire for contact with others but is unable to make that contact” 5 , p. 731 . Social isolation can occur due to quarantine or physical separation. Due to quarantine measures enforced during lockdown, people faced involuntary social isolation or at least a reduction in their social interactions to the point that their social network was quantitatively diminished 6 . Loneliness is a subjective experience that arises when a person feels that they are isolated and deprived of companionship, lack a sense of belonging, or that their social interactions with others are diminished in either quantity or quality 7 .

Social isolation, loneliness and detrimental implications for physical and mental health

The rise of loneliness during lockdown also increased the prevalence of anxiety 3 and such health problems as depressive symptoms and insomnia, reconfirming findings from earlier research 8 that explored the relationship between social isolation and loneliness and the effect it has on our physical and mental health. Loneliness can lead to stress and high blood pressure, a sedentary or less active lifestyle, and a reduction in cognitive function 9 , 10 , 11 . Loneliness can also lead to less healthy behaviours e.g. an increase in alcohol consumption and smoking 12 , a poor diet 13 and poor sleeping patterns 14 . Loneliness has been found to have an impact on a person’s social wellbeing leading to feelings of low self-esteem and worthlessness as well as increased anxiety and decreased levels of happiness, resulting in depression 11 , 15 , 16 , 17 .

Technology-based interventions to reduce social isolation and loneliness

Within the last decade several systematic reviews have focused on technology-based interventions for people who are experiencing or who are at risk of experiencing loneliness and social isolation 18 , 19 , 20 , 21 . Masi et al. 18 in their meta-analysis, explored the efficacy of technology-based vs non-technology-based interventions across all population groups, notably, the mean size effect for technology-based interventions was − 1.04 (N = 6; 95% CI  − 1.68, − 0.40; p  < 0.01), as opposed to − 0.21 (N = 12; 95% CI  − 0.43, 0.01; p = 0.05) for non-technology-based interventions. Choi et al. 19 reported a significant pooled reduction in loneliness in older adults after implementing technology-based interventions (Z = 2.085, p  = 0.037). Early technology-based interventions consisted of conference calls/video conferencing, text-based Inter Relay Chat and Emails 18 , 19 , 20 . Subsequent systematic reviews 21 , 22 found that video conferencing was able to reduce loneliness in older particpants, however, this technology only helped to facilitate communication between existing, rather than new contacts. These types of intervention are therefore less beneficial for individuals who are socially isolated and struggling to establish connections with others.

During the Covid-19 lockdowns there was no possibility to provide or continue providing face-to-face individual or group interventions for lonely people. Moreover, even non-lonely people found themselves in situations where they could not maintain their social relationships through face-to-face interactions. Thus, the Department of Primary Care and Public Health in England recommended that avenues for mitigating feelings of loneliness should look to include web- and smartphone-based interventions 23 .

Virtual reality (VR) using a head mounted display (HMD) is considered qualitatively different from other technologies in that it has the ability to provide a sensation of immersiveness or ‘being there’ 24 . VR technologies are becoming more accessible and comfortable with the creation of lighter more portable HMDs at a more affordable cost. This allows the technology to be used by a greater range of adults and members of vulnerable groups, e.g. adults with mobility impairments and older adults with age-related impairments. VR users, often represented as avatars, are able to meet and communicate in real-time with each other within a range of different scenarios. People are able to participate in social activities with new people, e.g. venturing off into new and exciting worlds (with nature scenes) 24 , travelling to different destinations around the world 25 , 26 without leaving their homes and escaping their confined realties or engaging in horticultural therapeutic interactions 27 . Older adults are able to engage in social networking activities, including playing games with other people and attending family events through VR, users spoke very positively and expressed visible signs of enjoyment about their experience 28 , 29 , 30 . Virtual gaming is very popular among younger users with 31 , 32 reporting that players experience significantly lower levels of loneliness and social anxiety when playing VR games compared within the real world.

Users taking part in VR interventions report being less socailly isolated, show less signs of depression, and demonstrate greater levels of overal well-being 24 , 25 , 26 , 27 , 33 , 34 . Widow(er)s in a VR support group showed a significant improvement during an 8-week intervention 35 . While both systematic reviews 33 , 34 reported useful insights regarding the positive impact of VR technology on loneliness, most studies on VR environments included a small number of participants from specific populations, thus the reported findings have limited generalisability.

When VR is used as an intervention to reduce social and public speaking anxiety, it is found to be most effective as a mode of delivery for alternative therapeutic interventions such as Acceptance and Commitment Therapy 36 . Furthermore, Kim et al. 37 found that patients with Social Anxiety Disorder (SAD) benefitted from the use of VR as an intervention, evidenced by short-term neuronal changes during exposure. They concluded that VR is useful as a first intervention for SAD patients who are unable to access formal treatment.

Various social VR platforms have emerged since 2013, e.g. VRChat, Altspace VR and RecRoom, however, the use of social VR as an intervention for reducing social isolation and loneliness is still a relatively new and unexplored field. Therefore, whilst there is research to support the effectiveness of VR as a tool to deliver therapeutic interventions and improve social well-being, there is limited research on the use of social VR as an online mechanism to decrease social isolation and improve group belonging.

Innovation and contributions of this study

The current study is a cross-sectional study of the general population, socially isolated during the Covid-19 pandemic and who were using social VR platforms to interact with each other. This study addresses the limitations of previous studies, which have focused exclusively on specific groups within the population, i.e. older adults or VR gamers, or explored general well-being rather that loneliness and social anxiety. In previous studies the HMDs were often provided by the research team, meaning that there was a time restrain (frequency or length) in relation to the use of the VR technology by participants. This study is novel as it explores the effects of loneliness and social anxiety on a wider demographic of people, who have unrestricted access to HMDs and have been socialising in Altspace VR during the Covid-19 pandemic. This study is of an international character and utilises a mixed methods approach to explore the benefits of social VR to help reduce feelings of loneliness and social anxiety and to provide additional means by which social contact can be enhanced for vulnerable populations who may remain isolated post-pandemic.

Research hypotheses

The following hypotheses were explored:

Lower levels of loneliness and social anxiety are experienced when participants are in the social VR platform (online) compared with in the real-world condition (offline).

Lower levels of loneliness and social anxiety are experienced by participants who are part of a group in social VR, i.e. members of a Virtual Social Group (VSG), than those who are not.

Lower levels of loneliness and social anxiety are experienced by participants who have a group of friends in the social VR in comparison with those who do not.

Lower levels of loneliness and social anxiety are experienced by participants who spend greater amounts of time in social VR.

The study used a convergent parallel mixed-methods research design 38 to collect both diverse quantitative and qualitative data (see Fig.  1 ). The study complied will relevant ethical regulations and was approved by the Research Ethics Committee of the University of Bolton, UK. Written informed consent was obtained from all participants.

A convergent parallel mixed-methods model of the current research.

Collection of quantitative data

Participants.

Participants were required to be English speaking, over the age of 18 and users of Altspace VR. A message of invitation was posted on different Discord community channels/message boards: Official Altspace VR; Educators In VR; Spatial Network; Humanism; Computer Science in VR; VR Church. 87 participants were recruited via an opportunity sampling method.

Materials and measures

A private research room was created inside Altspace VR to ensure that participants were able to complete the questionnaire undisturbed (see Fig.  5 ). The online questionnaire was created in Qualtrics XM and could be accessed across multiple devices: Oculus Quest, Oculus GO, Oculus Rift, HTC Vive and PC. The online questionnaire included sections about demographics, details of Altspace VR usage and sections assessing participant’s subjective feelings of loneliness and social anxiety. Measures of loneliness and social anxiety were collected for both conditions—real world (offline condition), followed by social VR (online condition).

The UCLA Loneliness Scale version 3 39 was used to measure the subjective level of loneliness. This 20-item self-reporting questionnaire uses a four-point Likert scale, with 0 = “Never”, 1 = “Rarely”, 2 = “Sometimes”, 3 = “Often”. The loneliness score for each participant (range from 0 to 60) was determined as the sum of responses to all 20 items—higher scores reflecting greater loneliness. The UCLA Loneliness scale was adapted to include the word Altspace in the online condition as it was felt that this would further help participants to focus specifically on the online experience. No further adaptations were made to this questionnaire. The Social Phobia Inventory (SPIN) scale 40 was used to measure the subjective level of social anxiety as it is effective in measuring the severity of social anxiety. This 17-item self-reporting questionnaire uses a five-point Likert scale, with 0 = “Not at all”, 1 = "A little”, 2 = “Somewhat”, 3 = “Very much”, 4 = “Extremely”. Adding the scores from each item produced a SPIN score for each participant. A higher SPIN score indicates more severe symptoms of social anxiety. No adaptations were made to the SPIN questionnaire.

Participants who were interested in taking part in the survey were taken to the research room inside Altspace VR where they were sent a message with a link to the online questionnaire. Participants who clicked on the link were then presented with a browser window inside the room that only they could see. Participants who opened the questionnaire were first presented with the participant information sheet giving full details of the study. Information regarding withdrawal from the study and a list of additional support services were also provided in line with the University of Bolton’s ethical guidelines. After reading the study information sheet, participants were presented with the consent form for which full consent was required before they were able to move onto the survey.

The strategy for dealing with incomplete cases was to remove any participants who did not answer all of the questions, thus analysis was conducted on 74 participants. Exported data from the Qualtrics system was imported into the Statistical Package for Social Sciences (IBM SPSS, version 25). A Kolmogorov–Smirnov test ( p  > 0.5) was carried out to test for a normal distribution and histograms, nominal Q-Q plots and box plots were used to identify any outliers. Two outliers were found in the data for Social Anxiety in the offline condition and these were replaced with the mean of 17.54 .

Characteristics of the sample

Of the total sample (n = 74), 46 were males and 28 females. The age range of respondents was 18–75 years (the split of valid participants is shown in Table 1 ). Participants were recruited globally (the geographical demographic is shown in Fig.  2 ). Out of these 74 participants, 31 participants (15 males, 16 females) were new to Altspace VR, having joined Altspace VR during the Covid-19 pandemic. 43 participants indicated that they had used Altspace VR before the outbreak of Covid-19.

Participant’s location.

Change in loneliness and social anxiety

Figure  3 shows the breakdown of social anxiety scores in both the online and offline conditions. The data shows that the severity of social anxiety is higher in the offline condition, whereas participant’s levels of anxiety reduce when they are online.

Participant’s SPIN Scores.

The UCLA loneliness scale uses continuous scoring and so it is not possible to provide a similar breakdown for participant’s levels of loneliness. The effect that social VR has on the participant will be discussed in greater detail later.

It was anticipated that during the Covid-19 pandemic and as a direct result of social distancing rules being imposed that general usage in Altspace VR would increase. Figure  4 shows that 76% of participants felt that their usage had increased and after calculating the average difference in usage (before and during Covid-19) an average increase per user of 11 h per week was reported.

Participants usage of Altspace VR since Covid-19.

Hypothesis 1

Hypothesis 1 predicted lower levels of loneliness and social anxiety are experienced when participants are in social VR (online) compared with in the real-world condition (offline) A paired-samples t-test was carried out to compare online (inside social VR) and offline (real-world) conditions for both loneliness and social anxiety. The results in Table 2 demonstrate a statistically significant decrease in the scores for loneliness from the offline condition (M = 20.53, SD = 14.80) to the online condition (M = 16.32, SD = 11.04), t  = − 2.573, p  < 0.05. A statistically significant decrease in social anxiety was found in the offline condition (M = 23.01, SD = 16.65) compared to the online condition (M = 16.34, SD = 13.09), t  = − 5.80, p  < 0.05. A small to moderate effect size 41 was found for both variables (i.e. d loneliness = 0.32 and d social anxiety = 0.45).

Hypotheses 2, 3 and 4

H2 predicted that lower levels of loneliness and social anxiety are experienced by participants who are part of a group in social VR than those who are not.

Being a member of a VSG means that the participant meets with a group or number of groups on a regular basis to take part in scheduled events, e.g. regular church services for members of VR Church; discussions around education each week for members of Educators in VR; mediation and relaxation sessions for members of the EvolVR group; and discussions on a whole range of matters relating to life in the Humanism group. 75.7% of participants (n = 56) indicated that they were a member of a VSG and 24.3% (n = 18) were not affiliated with any groups.

A one-way between participants ANOVA was carried out to compare the effect of being a member of a VSG separately for each of the dependent variables. No significant effect was found for loneliness in both the online condition F(1,72) = 0.17, p  = 0.68 and offline condition F(1,72) = 1.63, p  = 0.20. No significant effect was found for social anxiety in the online condition F(1,72) = 2.22, p  = 0.14, however, a significant effect was found for social anxiety in the offline condition F(1,72) = 4.23, p  < 0.05, η 2  = 0.06 (a medium effect size). This finding suggests that participants who are part of a VSG experience less social anxiety (M = 20.80, SD = 15.64) than those who are not (M = 29.89, SD = 18.26) when in the real world (offline) condition.

H3 predicted that lower levels of loneliness and social anxiety are experienced by participants who have a group of friends in social VR in comparison with those who do not. This differs from Hypothesis 2 in that having friends in Altspace VR is seen as a deeper connection than simply taking part in group events where connections may not have been formed. Participants were grouped on whether they have a circle of friends in social VR with whom they regularly socialise with (52.7%, n = 39) and not (47.3%, n = 35).

A one-way between participants ANOVA was carried out to compare the effect of having a circle of friends separately for each of the dependent variables. A significant effect was found for loneliness in the online condition F(1,72) = 6.75, p  < 0.05, η 2  = 0.08 (a medium effect size), whereas no significant effect was found for loneliness in the offline condition F(1,72) = 0.03, p  = 0.86. This suggests that participants who have a circle of online friends experience less loneliness (M = 13.28, SD = 11.02) than those who do not (M = 19.71, SD = 10.17). A significant effect was found for social anxiety in both the online condition F(1,72) = 6.82, p  < 0.05, η 2  = 0.09 (a medium effect size) and offline condition F(1,72) = 9.18, p  < 0.01, η 2  = 0.11 (a large effect size). This suggests that participants who have a circle of online friends experience less social anxiety (M = 12.72, SD = 12.64) than those who do not (M = 20.37, SD = 12.54) in both online and offline conditions.

H4 predicted that lower levels of loneliness and social anxiety are experienced by participants who spend greater amounts of time in social VR. There was a reasonable balance of participants who have been members of Altspace VR for more than 6 months prior to (n = 43) and who joined during (n = 31) the Covid-19 pandemic.

A one-way between participants ANOVA shows a significant effect for loneliness in the online condition F(1,72) = 4.68, p  < 0.05, η 2  = 0.06 (a medium effect size), whereas no significant effect was found for loneliness in the offline condition F(1,72) = 0.08, p  = 0.93. This suggests that participants who have been members of Altspace VR for more than 6 months experienced less loneliness (M = 14.02, SD = 11.63) than those who joined during the Covid-19 pandemic (M = 19.52, SD = 09.43). No significant effect was found for social anxiety in the online condition F(1,72) = 2.13, p  = 0.15, however, a significant effect was found for social anxiety in the offline condition F(1,72) = 4.77, p  < 0.05, η 2  = 0.06 (a medium effect size). This suggests that participants who have been members of Altspace VR for more than 6 months experienced less social anxiety (M = 19.51, SD = 16.82) than those who recently joined (M = 27.87, SD = 15.38).

Discussion of quantitative results

Research into the use of web-based technologies and virtual worlds has consistently demonstrated positive effects of such interventions on an individual’s subjective feelings of loneliness and social anxiety. Hypothesis 1 of this study is therefore supported and is consistent with the earlier findings 31 , 32 , 42 , 43 and a recent review 44 .

The results of this study in relation to hypothesis 2 were unable to support the assumption that being part of a VSG will reduce feelings of loneliness. The study was therefore unable to support findings from 32 which reported that VR gamers who played as part of a guild were less likely to experience feelings of loneliness. Social identity theory 45 provides a possible explanation for this. Teaming up with a specific VR gaming guild with the common purpose of defeating an enemy for example exerts a stronger sense of identity and group attachment compared to belonging to multiple virtual social groups, where an individual could have several social identities, thus group attachment is less salient. Furthermore, group attachment takes time to develop and within Altspace VR new VSGs are being created all the time. Future studies should look to explore the relationship between the membership duration and the strength of group attachment and the effect this has on subjective feelings of loneliness.

The results of this study support hypothesis 3 in that participants, who have a circle of friends with who they regularly socialise in social VR, experience lower levels of loneliness and social anxiety. This is consistent with the findings of 32 who found that playing with known people helps to reduce feelings of loneliness and social anxiety. This also further supports the findings of 46 who found that half of participants considered their gamer friends to be comparable to their real-life friends. As pointed out by 47 in the Need to Belong Theory, people need frequent and meaningful interactions to feel fulfilled. The ability to form positive social interactions with people with which we feel most connected, i.e. a circle of friends that share our goals or with which we have a common purpose, promotes greater levels of satisfaction and generates greater feelings of belonginess, which in turn reduces our feelings of loneliness and social anxiety 48 .

The results of this study in relation to hypothesis 4 support the assumption that the longer a person has been in social VR the lower will be their feelings of loneliness. There was a significant reduction in feelings of loneliness in the online condition, but not in the offline condition. The explanation for the divergence is that both new and existing Altspace VR users were experiencing similarly high levels of loneliness in the real-world condition, due to the sudden enforced period of lockdown that was imposed upon them, and that whilst being in social VR for a longer period of time showed a greater reduction in feelings of loneliness, in the real world the length of time they had been using social VR was not significant. A possible explanation for this is that when returning to the real world a person is again faced with the challenges of the imposed social isolation and will therefore continue to experience greater levels of loneliness. The reverse situation was found for social anxiety with a significant reduction in social anxiety being found in the offline condition for participants who had been using social VR for longer. This is a useful finding because it shows that using social VR for longer periods of time can help to reduce feelings of social anxiety in the real world. As is suggested by 42 social VR can be used to build up social capital and thereby help to improve a person’s social skills in the real world.

Focus group

Nine participants (6 male, 3 female) who took part in the online questionnaire were later recruited to take part in a focus group. The demographics of this group are shown in Table 3 . The focus group was made up of a wide mix of people from around the world. Participants were a mix of educators, students, developers and other professionals. Four of the participants were new to Altspace VR, having joined during the Covid-19 pandemic, whilst five had been in Altspace VR for more than 6 months. All the participants had previously attended at least one Educators in VR research event.

The focus group study took place in a private research room inside of Altspace VR (see Fig.  5 ), purposely created by the researcher. Only selected participants were able to join this room via a portal link provided by the researcher. The interview was recorded using OBS screen recording software on the researcher’s computer.

Virtual research room.

Prompts were kept to a minimum and questions were open-ended to elicit rich responses from participants. The focus group was later transcribed verbatim by the researcher. The transcript was analysed using a thematic data analysis approach as per the Braun and Clarke framework 49 . Thematic analysis is a suitable analytic approach to systematically establish patterns of meaning within qualitative data sets 50 . Microsoft Word was used to facilitate data management and the coding of themes. Participants’ responses were coded and themes identified.

Qualitative results

Four superordinate themes with several subordinate themes were identified (see Table 4 ).

Theme 1. Why the participant visits the social VR platform

Participants spoke freely about how they got involved in Altspace VR and what they believe to be the main reason they visit Altspace VR. Three sub-themes were discovered, although from the discussions it was clear that most, if not all, participants, valued the group interaction and attendance at events very highly.

Socialising in VR

What was interesting about the group of participants in the focus group was that they were all connected due to their involvement with the Educators in VR community and not through friendship ties. Some participants highlighted that they initially joined Altspace VR to meet new people and then started building a network of professional relationships.

Participant quotes from the transcripts are given within the results section for each subordinate theme. For confidentiality purposes quotes from participants will be referenced as: Participant (P), followed by a number 1–9 and the participant’s gender M (male), F (female) e.g. “P1M”.

“In VR I hang out with friends and of course the [Educators in VR] research team, but I don’t hang out around the campfire as much anymore” (31-33,P3F).

The campfire in Altspace VR is a meeting place for new users to mingle, chat and make friends. New users to Altspace VR tend to levitate towards the campfire until they establish friendship groups and events in which to take part in. This participant has already established a network of meaningful friendships and they are now spending less unstructured time in social zones.

All participants highlighted that they had seen an increase in their usage during the Covid-19 pandemic. The imposed restrictions on physical meetups led to several participants using social VR to meet with real-world friends to satisfy their social needs.

“During this pandemic I have probably come in an hour or two more per day. Part of that was to connect with some of my friends. I got some friends to start coming into Altspace VR so we were able actually hang out in Altspace” (52-55,P5F). “more recently, in the last month or so, because I work in the VR community and a lot of my personal friends have VR headsets, the people that I work with at the university, The people that are in my groups and in my sphere so to speak at the university are some of my best friends and so we have started having social meet-ups in VR for nothing other than social, like just for social meet-ups” (125-132,P1M)

Attending community events and learning new skills

All of the focus group participants recognised the value of taking part in regular events in social VR. In particular, participants were positive about the opportunities that exists within Altspace VR to collaborate with others to expand and learn new skills. Community involvement within Altspace VR generates a strong sense of belonging thus reducing feelings of loneliness and social anxiety.

“I got inspired by the Covid situation to host events, so it inspired me to bring people together. I think if the Covid situation did not happen I wouldn’t have organised these research meetings to be honest, so it was pretty much the catalyst to hosting events” (161-165,P3F) “One thing I love about the Altspace environment is the Educators forum because I have joined philosophy classes, I’ve done Psychology classes, I’ve really interacted. In fact, I started a talk show, [ ] my own event, and that’s one thing that I love about Altspace, so I do love this place” (72-78,P7M)

Sharing ideas with professionals and like-minded people

Altspace VR allows users to create their own events and to share knowledge with other users. There are a wide range of different interest groups within Altspace VR. Establishing common interests with others is a cornerstone to forming positive and meaningful relationships. Establishing a network of contacts is also beneficial by encouraging, giving advice and supporting each other in difficult times 51 . Several of the participants commented that social VR is a useful tool not least during periods of enforced social isolation, but also to those who find themselves unable to form such relationships within their existing real-world social networks.

“I entered Altspace mainly for the Educators in VR conference and after that, during the Covid crisis obviously I stayed because it is a perfect place to find people that have a similar interest with mine” (62-64,P6F). “It’s almost impossible where I live to find people with similar interests like mine, so this is probably the only way for me to find people with similar interests” (188-190,P6F) “I love coming here because there are so many truly brilliant people with so much to learn and so many interesting things to hear and see” (105-107,P9M)

Theme 2. How the participant sees their current situation

Although participants were not specifically asked, they took it upon themselves to reflect how they see the current situation and their specific circumstance in terms of being socially isolated. Participants felt that they were socially isolated and less social for several reasons. These have been broken down into the following sub-themes.

Introverted/anti-social

Several participants stated that they are socially inhibited and anxious individuals, who find socialising in the real world more challenging, whereas social VR offers a less intimidating way for them to meet and make friends.

“If you struggle with social interaction, VR is a little less intimidating, I would say. I really think these platforms are a great way to connect and less intimidating as well” (240-245,P3F) “Prior to Covid I was actually pretty like unsocial, I still kind of am unsocial, but it seems as though now society is kind of like bending towards introverts so in a sense it’s like the market’s benefiting my type so like in a sense I’m becoming increasingly more social” (18-22,P2M).

Socially isolated due to remote location and work/life balance

Some participants lamented that their geographic location or work/life balance in the real world made it very difficult for them to meet and to have frequent interactions with people with similar interests to theirs. This aspect makes them at a greater risk of loneliness to others. Social interaction within social VR is not restricted by geographic location and so these participants feel that this has helped to enhance their social interaction with others.

“I use VR to socialise because I live in a little village so for me it’s the only way to meet people, to communicate with people etc because normally I don’t meet people in the real life. With my friends and with my brother etc so I use the VR to socialise okay” (40-43,P4M) “I went on sabbatical in September this academic year I spent my entire summer, last year outside hiking and camping and all of that and then all of a sudden I was inside doing research and I was isolated from my community. I feel like my work community is my community, you know, and I felt like I lost my community and I felt like I found a new one in Altspace” (259-265,P1M)

Theme 3. How the participant sees the social VR platform

Several participants elaborated in detail on how they felt that social VR helped them to connect with people in ways that were better than alternative digital communication methods such as video conferencing, text chat or social media.

Greater immersion/presence

Immersion and presence are important characteristics within VR because the aim after all is to replicate, to some degree, the feelings of being within the real world. The more this is made possible the more useful VR will be in combating feelings of loneliness and social anxiety during periods of prolonged isolation in the real world.

“I’ve been in here with students for tutorials and […] students have said that they feel more presence with other students in this environment” (108-111,P9M) “I’m a perceptual psychologist so I even think about it from the view of like it feels like some of the spaces that I go into now in Altspace really regularly feel in my head like real spaces that I go to so when I feel like I go to a couple of events in the afternoon in Altspace and then I take the headset off it kind of feels like I left my house and I went out and did something and then came back, it doesn’t feel like I was in my house the whole time” (154-160,P1M)

More ways to connect

In addition to the greater immersion and presence that VR can create, Altspace VR also gives individuals the ability to control and create their own environments for social interaction. It is not possible within the real world for most of us to simply create our own hang-outs or to control our environments so easily. This allows people to therefore interact in ways that up until now have not been possible. Several participants linked the ability to create stimulating and exciting environments in the Altspace VR to something that they can feel proud of, and this gives them social capital over other users with less advanced skills in world creation. This in turn helps to improve their ability to socialise and build further friendships in social VR that they would not have been able to build in the real world.

“I made a beach environment, a beach world and there are other ones out there, but I made a custom private one for me and my friends to meet in and so we meet in there and other places and we bounce around and look at different places but we often find somewhere like a private room where we can actually have a nice private conversation and we don’t have to worry about anyone interfering and everyone said its fantastic it really allows us to connect in ways, you know like those personal chats you have with close friends that it’s hard to do in any other medium, it feels a little more natural in VR to do that and so it’s been fantastic, we’ve been really enjoying it” (132-142,P1M) “Since coming in here now [my friends] are like world building and have created some really awesome spaces in here and so we go in and check out the space that they just created and so I’m still kind of doing project oriented hang-outs as far as like we will be like oh that lighting needs to be a little different and stuff like that but it’s been a really fun way to hang out with people that I already may have been friends with before all this happened but now that this happened they are starting to come into this space so we can connect even more often” (214-222,P5F)

Theme 4. How social VR is helping during the Covid-19 pandemic

In the second part of the focus group, participants were asked to think about how they thought Altspace VR was helping them specifically during the Covid-19 pandemic and whether they thought that others could benefit from this experience too. The responses were very positive and provided a great deal of insight into how Altspace VR is helping them to deal with loneliness and social anxiety during Covid-19. A number of key sub-themes emerged from this category.

Helps people feel less lonely

Several participants said that social VR helps them to feel connected with a circle of friends and that this helps to reduce feelings of loneliness and depression.

“I feel it really does help me in social isolation. I have been on sabbatical this last year so my whole year has been about isolation even before Covid-19, I’ve been working a lot on my own and that sort of thing so yeah becoming part of the community in Altspace, collectively in the different ways that I have has had a huge impact on my mental health. I was getting a little depressed in the fall and having this community has really felt like that it brought me out of it a bit” (147-154,P1M) “By the second semester I only had like one course and we were like really concentrating on a specific project and everything and it was like really limiting me to go outside and do some other stuff. Even though I’m an introvert but I do feel like I really wanted to go outside and have some fun. I really like to see other stuff around me and doing all this stuff here in VR kept me really engaged with the communities” (191-197,P8M)

Helps to motivate and provide structure

Having a purpose and being occupied with an interesting project and subsequently conversing about its progress/issues with others in social VR were perceived as motivational factors, which helped them to deal with the imposed social isolation.

“Events really motivated me to keep busy also when I was in social isolation for two months. Yeah, two months is a long time you know to not get out of your house so that was great I created some sense of purpose and it was really heart-warming to see everybody come together and really interesting people as well. Everybody has something cool to share and was very helpful so that gave me some energy, you know to just keep on going and make the best out of the situation” (166-173,P3F) “I finally have a structure for a project that I have been thinking about for over a year now and having these interactions in here and talking to people allowed me to bring a clear picture of how I can start a project I have been thinking about and start building it inside Altspace, so that’s a big plus for me” (178-182,P6F)

Helps people to be less anti-social and reduced social anxiety

Several participants explained that social VR is “a great way to connect and less intimidating as well” for socially anxious, i.e. “unsocial” and “introverted” people, who as a result often feel lonely. In addition, social VR is a convenient tool for social interactions as it brings people closer “especially during these situations, but not only during like pandemics”. (240–243,P3F)

“In my case the Covid increased my social interaction with people because I’m a pretty anti-social person in real life so for me this has increased ten-fold my social interaction in general” (174-176,P6F). “Covid pushed people inside spaces like VR and made my social interactions far easier to have” (186-188,P6F). “I am in sort of a group, let’s say of people who have problems with connecting with people, this is awesome. This is definitely a big plus and I would like more of this” (322-324,P6F) “I was, I guess, somewhat socially isolated before coming in Altspace I tend to just like to work on projects and stay at home or be at work, but since coming in Altspace I’ve definitely started experiencing more of the social aspect of living like making connections with other people in ways that aren’t strictly like a project that I’m working on and so that’s been nice” (202-208,P5F). “I do think that VR can help us, those of us who are socially isolated or have social anxieties of some sort. It does make it more accessible for us to be able to go into a space and interact with people. For instance in real life, if you were to have social anxiety and you start feeling almost like a panic attack coming on, that would prevent you from going into a real life space, whereas in VR you […] can say, oh I have to go really easily and you’re back in your home and you can work through whatever may have come up with social anxiety. So I do think it makes social interactions more accessible in those cases” (307-316,P5F)

Helps to socialise with real life friends during lock-down

Another idea that surfaced among the participants is the potential to use social VR as a mode of interaction/engagement with real-life friends/family members who live afar. Participants expressed the view that the current restriction on face-to-face contact could to some extent be counterbalanced by inviting real-world friends into social VR to socialise.

“The fully social part of VR has happened because of the Covid-19 situation, because I used to go for dinners with people like every month, […] and we can’t do the real world social, so we are trying to do the VR social” (142-146,P1M) “Once everyone went into social isolation for Covid I actually started hanging out with a friend that lives 3 hours away from me more than before because before it would be a 3 hour drive, but then once all this happened, I actually convinced them to come into Altspace” (208-212,P5F) “It’s been a really fun way to hang out with people that I already may have been friends with before all this happened but now that this happened they are starting to come into this space so we can connect even more often. (218-222,P5F).

Discussion of qualitative findings

Overall, participants’ commentaries to Theme 1 reconfirm that their usage of social VR has increased during the period of imposed social isolation and restrictions on physical meetups due to the Covid-19 pandemic. They were using social VR to meet with real-world friends to satisfy their social needs and continue to receive support from people they are close to; or to mix socially with other users who they meet either at a “campfire” or whilst taking part in regular events inside of the social VR platform, thus expanding their social network of non-intimate contacts. As a result, they felt less lonely online (whilst being in Altspace VR) as they felt like they were in the same space together. Interestingly, participants noted that they also benefited emotionally from meeting like-minded people/professionals and sharing ideas with them, getting support and advice, and working together in real-time. This is a new explanation why people use VR technology, which did not surface in the earlier research studies. Nonetheless this reason ties with the Need to Belong Theory 47 . This is useful to help us to understand why users visit Altspace VR in general and during the enforced social isolation period.

In theme 2 participants’ responses reiterate what has already been explained in the literature that shy, socially inhibited and anxious individuals find online anonymity liberating and less inhibited than the real world 52 . Moreover, in Altspace VR it is also possible to make use of non-verbal communication such as emojis or emoticons (see Fig.  6 ).

Use of emojis to communicate in Altspace VR.

Some participants commented that their geographic location or work/life balance in the real world made it very difficult for them to meet people with similar interests. The social internet, e.g. Facebook 53 and video conferencing 54 have long been used to socialise with friends and family and have been found to be an affective intervention for reducing loneliness. Theme 3 considers that social VR could be regarded as the latest endeavour within this field as individuals are able to create their own exciting hangouts, e.g. a beach or a city from Ancient Greece. Furthermore users are able to easily control environments and restrict entry. This allows people to interact in ways that up until now have not been possible.

Findings in Theme 4 give a clear indication that social VR helps to reduce feelings of loneliness, and this further supports the findings of 32 . Social interactions in social VR are also particularly attractive to those who are lonely or shy/socially anxious/self-conscious or have poor social skills, etc. as they feel more in control of their online interactions and feel that they have a broader range of topics that they are able to discuss compared with in the real world 55 . Lonelier people also feel that they can be more themselves in online social interactions than in the real world 56 .

General discussion

People use social VR for many different reasons: to socialise with new and existing friends; to join social interest groups; to learn new skills and generally to be part of a larger community of people (including other professionals) than those that they are part of in the real world. Social VR attracts a wide range of people because of the ease in which people can meet people with similar interests to their own, although it could be argued that up until the recent Covid-19 pandemic social VR tended to attract a greater amount of people who found real-life social interaction difficult. The results of this study show a reduction in social anxiety in individuals with moderate, severe and very severe social anxiety in the online condition, i.e. when using social VR. The increase in availability of VR headsets in recent years has led to an expansion in usage of social VR and the recent Covid-19 pandemic and subsequent social distancing rules led to more people and organisations making a greater use of VR to communicate and carry out their daily business and routines during the prolonged period of social isolation. Social VR also enables people to collaborate in ways not possible within the real world, reducing geographic restrictions and breaking through communication barriers by using visually stimulating content creation tools to enhance the process of human interaction through world-building and event hosting.

The main objective of this study was to explore whether social VR could be used to help reduce feelings of loneliness and social anxiety amongst people confined to their homes and away from their regular friendship groups and social connections, i.e. when the quantity and quality of their social network is gravely affected. Overall, the synthesised results of the present study show that participants experience a statistically significant reduction in loneliness and social anxiety when in social VR than in the real world during prolonged periods of imposed social isolation. Qualitative findings support/validate the quantitative results for H1. Thus, the evidence shows that social VR can decrease the sense of loneliness and social anxiety with users and have an overall positive effect on their emotional and social wellbeing.

The qualitative data diverges from the quantitative results presented for H2 that addressed the effect of being part of a VSG separately for loneliness and social anxiety. The quantitative results showed no significant effect for loneliness in the online and the offline conditions, whereas participants’ views showed that being a member of a VSG created a sense of belongingness and helped them to feel less lonely and depressed. Quantitative data showed no significant effect for social anxiety when an individual is a member of a VSG or not; but revealed a medium effect for social anxiety in the offline condition indicating that users, who are part of a VSG and subsequently take part in regular group events, experience less social anxiety in real world (i.e. offline), than those who are not part of a VSG. Participants who are part of a VSG were positive about the possibilities of social VR and being part of a VSG, because this setup helped shy and socially inhibited individuals to observe conversations, use emojis to show emotions rather than speak, use the online anonymity to get over the discomfort of social interactions and gradually become more connected and accepted by other members of the VSG. This prepares socially anxious individuals to handle being out there (in online and the real world).

Qualitative findings are in line with the quantitative results for H3 in that the degree of loneliness and social anxiety is also further reduced by factors such as having a circle of online friends. Social VR allows people to meet others who share similar interests, this is more difficult within the real world for people who struggle with social anxiety or who live in remote locations for example, or as was the case with this study, people who were confined to their homes due to social distancing rules during a pandemic. The qualitative data helps to produce a better understanding in relation to ‘online friends’ as these include individuals who were met in social VR and real-life friends who currently live afar and were invited to join the social VR platform.

The qualitative findings somewhat converge with quantitative results for H4 in that online loneliness reduces with the length of time the participant has been using social VR, i.e. participants who had been using social VR for greater than 6 months experienced less loneliness than those who joined during the Covid-19 pandemic. The length of time the participant had been using social VR had no effect on their feelings of loneliness in the real world. Comments from participants who have been members of Altspace VR for more than 6 months revealed that finding a new (online) community that supports their need to belong and provides meaningful and positive social interactions acted as an antidote to the loneliness that they experience in the real world. Individuals who struggle to build meaningful relationships in the real world due to social anxiety and other social phobias turn to social VR as it provides a less confrontational way in which to form and maintain social relationships with others and therefore help to reduce feelings of loneliness and social anxiety.

Research limitations and implications

The heterogeneity of the sample for the quantitative survey enabled conclusions to be drawn regarding the participant experience in Altspace VR, their subjective feelings of loneliness and social during the Covid-19 pandemic. However, in interpreting the views of participants in the focus group it should be stressed that the sample of participants was solely recruited from the Educators in VR research event and that this may not represent the views of others who do not take part in such events. Although the reported themes were clearly identified, there remains a possibility that additional themes would be detected should the views of participants from a wider pool be collected.

It is the researcher’s understanding that this is the first study that has exclusively focused on participant’s feelings of loneliness and social anxiety during a period of enforced prolonged isolation whereby social VR has been utilized as an intervention to help reduce such feelings. The results offered here, should therefore be taken as a starting point upon which further empirical studies could be built. Longitudinal investigations could be carried out to further assess the suitability of social VR as an intervention to help reduce loneliness and social anxiety amongst specific communities, e.g. remote learners/workers, people living alone or in care, the less physically able, prisoners and other sub-groups of people facing loneliness and social anxiety whereby their ability to socialise with other is in some way restricted. Future research would also need to provide accurate estimates of the prevalence of loneliness and social anxiety in these sub-groups.

The COVID-19 pandemic forced people to change the way in which they connected with others during lockdown. Social VR helped to improve social connectedness during the COVID-19 pandemic and reduce “lockdown loneliness”. Post-pandemic it is necessary to recognise the additional needs that face society, especially vulnerable people and those struggling with mental health issues resulting from lockdown. Social VR can, therefore, be a way of further supporting people facing social isolation, loneliness and social anxiety. Social VR platforms may be virtual, but the relationships we build in them are very real.

Data availability

All data generated or analysed during this study are included in this published article or in the accompanying Supplementary Information file.

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Kenyon, K., Kinakh, V. & Harrison, J. Social virtual reality helps to reduce feelings of loneliness and social anxiety during the Covid-19 pandemic. Sci Rep 13 , 19282 (2023). https://doi.org/10.1038/s41598-023-46494-1

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Shares of US video game retailer GameStop have soared again today, fuelled by the return of online influencer "Roaring Kitty" to social media.

Real name Keith Gill, the influencer's first online post caused shares to jump yesterday, with another surge reported today.

The retailer's shares rallied 132% in pre-market trading before falling back to about 80% up as US markets opened. 

Mr Gill shared a meme and more than 10 clips from movies including The Avengers and Tombstone. Though the posts didn't mention any company names, GameStop and US cinema chain AMC were the most-traded stocks by investors yesterday and today, according to data from JP Morgan.

He is credited with helping to fuel the "meme stock" craze during the COVID pandemic, which saw GameStop shares rise more than 1,000%. They later collapsed as interest faded.

Tesco's managing director has seen his pay deal more than double to almost £10m. 

That's 431 times the wage of the average £23,010 salary for a Tesco worker. 

Ken Murphy received a pay packet worth £9.93m for the year to February, the supermarket's annual report revealed.

His pay deal came to £4.4m in the previous financial year. 

The rise was driven by £4.91m from his performance share plan (PSP) after he helped lead the company to higher profits in the face of challenging inflation.

This PSP payment will be paid out in Tesco shares and is based on the company's performance since 2021.

It comes on top of an annual salary of £1.64m and an annual bonus of £3.38m. 

The group's chief finance officer, Imran Nawaz, also saw his annual pay package more than double.

He received a total £4.95m for the year, jumping from £2.27m in the previous financial year.

The retailer was criticised for revealing a £2.83bn profit for the year to February when many customers had been impacted by rampant food and drink inflation. 

Alison Platt, chairwoman of the Tesco remuneration committee, said the pay boost reflects the fact "Tesco has delivered for all of its stakeholders over the last year".

She added: "Tesco remains committed to a competitive and fair reward package for all colleagues and over the last two years we have invested more than £800m in colleague pay, as well as significantly enhancing the range of wellbeing benefits we offer."

Sony's operating profit  has climbed 5% this business year - even as it forecasts lower PlayStation 5 sales. 

The Japanese entertainment and electronics company said its operating profit is expected to come in at 1.28 trillion yen (£6.5bn) in the year ending March.

Sony, a major supplier of image sensors for smartphones, said its chips business is expected to book a 40% rise in operating profit on higher sales and lower costs.

At its gaming unit, revenues are expected to fall with the PlayStation 5 in its fourth year, but Sony said user engagement and cost control could drive future profitability at the business.

It predicted PlayStation 5 sales will fall to 18 million units from last year's 20.8 million. 

Cheaper energy deals for new customers could potentially return in October, with the industry regulator announcing a review of their ban. 

Ofgem is consulting on removing the block on acquisition-only tariffs in an attempt to encourage competition between suppliers. 

The ban was introduced as a short-term measure in April 2022 to protect consumers during the energy crisis, and was due to be lifted in March next year.

Now, the regulator has said that it is the right time to consider removing it as the energy market continues to stabilise.

MoneySavingExpert Martin Lewis welcomed the consultation, saying: "We need anything possible right now to stimulate competition and bring prices down." 

"In normal times, I wouldn't call for firms to be allowed to offer new customers cheaper prices than existing, yet these aren't normal times." 

Melinda French Gates has left the charity she set up with her former husband, Microsoft billionaire Bill Gates, after the couple's divorce. 

In a statement, she said she would step down from her position at the Bill & Melinda Gates Foundation on 7 June. 

You can see her full statement below... 

The foundation was created in 2000 and it is one of the most influential charitable organisations in the world. 

It has spent billions working to tackle poverty and disease around the world. 

Bill and Melinda Gates announced they were divorcing three years ago after being married for 27 years. 

An AI-powered mortgage lender has cut rates for a second time this week. 

MPowered has reduced all its two and five year fixed deals, with rates starting at 4.37% down from 4.59%. 

"The swap markets are moving at pace at present, and it is important that as a responsible lender we are able to react and pass on any savings we can to borrowers," said Matt Surridge, sales director of MPowered Mortgages. 

"I'm therefore really pleased we are one of the first, if not the first, to cut rates this week, having already cut rates once in the past week." 

The company uses AI in its mortgage process and is a fully digital platform. 

McDonald's has decided to remove the iconic smile from its Happy Meal box in a bid to teach children about their emotions. 

Instead, a sheet of stickers depicting different moods will be placed inside, which children can use to express their feelings. 

A QR code for a mental health hub will also be placed on the red packaging to provide its younger customers with different resources about emotional wellbeing. 

The move comes as part of Mental Health Week, with research by the fast food chain finding nearly half of children feel pressure to be happy all the time. 

Football legend Rio Ferdinand has teamed up with the company to support the campaign, which runs until 19 May. 

The father-of-five said: "It's our job to empower our children to express themselves freely and support them every step of the way in understanding that it's okay to not be happy all the time." 

The Traitors' winner Harry Clark has revealed he's only spent some of his prize money so far, and it's gone towards clearing his relatives' debts. 

The 23-year-old won £95,150 after successfully convincing his fellow contestants that he was a faithful in the second season of the show. 

Speaking on the TV BAFTAs red carpet, the former British Army engineer said his dad has stopped him from spending the cash and has been looking after him. 

"He's got his head screwed on. He's been making sure I can get my first place," he told reporters.

"I've just given my family some dosh, just to pay off their debts and stuff like that, so they don't have to worry anymore. 

"That's all I've wanted to do in my life." 

Police are no longer interested in dealing with shoplifting and retailers are being forced to spend "a lot of money" on protecting themselves, the chairman of M&S has claimed. 

Archie Norman said stores have resorted to installing new camera systems and employing store detectives to try to keep crime rates down. 

"We get very little help from the police," he told LBC's Nick Ferrari at Breakfast.

"I think we have to accept that the police are not interested in this sort of crime any more. Whether we like it or not, that's the way it has gone." 

Shoplifting is at the highest levels since records began in 2003, according to the Office for National Statistics. 

It has risen by 37% since last year.

Mr Norman said thefts had surged since the pandemic, and the rising cost of living crisis was also causing problems. 

"When people are hard up, or particularly when there's a growth in other forms of crime, particularly drugs-related crime, then one way of financing it is to go and steal from shops… it's understandable given what we've been through in the last couple of years, we've seen more of that," he added.

A change to the law in 2014 now means shoplifting goods worth less than £200 is only a summary offence. 

This may have prompted police to pay less attention to it, and it has been on the rise since.

Home Office data also show the number of shoplifting charges has fallen in recent years. 

Taking further action wasn't considered to be "in the public interest" in most cases. 

Sky News has contacted the Home Office for comment.

By James Sillars , business news reporter 

The prospects for a Bank of England interest rate cut are almost 50/50.

That's according to the latest financial market expectations in reaction to this morning's employment figures.

They showed the pace of wage growth remaining stubbornly high - overshooting the expectations of economists.

Strong wage growth is not what the Bank wants to see, as it fears a surge in consumer spending power driving a new wave of inflation.

There is a further set of wage data before the Bank's next rate-setting meeting on 20 June.

That may not help those seeking a cut in borrowing costs, however, as it will reflect the impact of April's big rise in the National Living Wage.

Away from the interest rate cut speculation, the FTSE 100 has opened flat for a second day.

Currys is among stocks doing well on the wider stock market.

The electricals retailer saw its shares trading almost 8% higher in early deals after it raised its annual profit outlook.

Those of Greggs, however, were down almost 1% despite a leap in sales.

The bakery to fast food chain said its performance was in line with expectations and, as such, it had no impact on its forecasts for the full year.

Wages grew by 6% in the three months to March, excluding bonuses, according to the Office for National Statistics.

This is slightly above economists' expectations - bad news for the Bank of England, which wants to see wage growth fall to help ease inflation as it weighs when to cut 16-year-high interest rates.

The Bank is watching wages closely as it looks to bring inflation back to its 2% target, and cooling earnings growth is seen as being key to paving the way for it to begin cutting rates.

In real terms - taking Consumer Prices Index inflation into account - pay rose 2.4% across the period.

In March alone, that figure was 3% - the highest level of growth since July 2021, when it hit 3.9%.

"Earnings growth in cash terms remains high, with the recent falls in the rate now levelling off while, with inflation falling, real pay growth remains at its highest level in well over two years," said ONS director of economic statistics Liz McKeown.

Meanwhile, unemployment ticked up to 4.3% from January to March, compared to 4.2% in the previous three months, December to February. 

The number of job vacancies remains about pre-pandemic levels, but has been declining for 22 consecutive months, said Ms McKeown.

"With unemployment also increasing, the number of unemployed people per vacancy has continued to rise, approaching levels seen before the onset of COVID-19."

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