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Schedule as a Data Collection Technique in Research

Schedule is the tool or instrument used to collect data from the respondents while   interview is conducted. Schedule contains questions, statements (on which opinions are elicited) and blank spaces/tables for filling up the respondents. The features of schedules are :

• The schedule is presented by the interviewer. The questions are asked and the answers are noted down by him.
• The list of questions is a more formal document, it need not be attractive.
• The schedule can be used in a very narrow sphere of social research.

The main purposes of schedule are three fold :

• To provide a standardized tool for observation or interview in order to attain objectivity,
• To act as memory tickler i.e., the schedule keeps the memory of the interviewer/ observer refreshed and keeps him reminded of the different aspects that are to be particularly observed, and
• To facilitate the work of tabulation and analysis.

Types of Schedule

There are several kinds of schedule. Rating Schedules is a schedule used to obtain opinions, preferences etc, respondents over statements on the phenomenon studied. The schedule consists of positive and negative statements of opinion on the phenomenon. Documents Schedules are used to collect data/information from recorded evidences and/or case histories. Here the blanks, functional issues related blanks and the like to be filled up from records and documents are present. Survey Schedules are like questionnaires. Observation Schedules are schedules used when observational method of data collection is used. These could be structured or unstructured interview schedules are used for collecting data when interview method of communication with the respondents is used.

Essentials of a Good Schedule

A good schedule must have the following features

• Content: Should cover questions or statements relating to all significant aspects of the study.
• Dissectional: Should look into the problem analytically, dissecting every, major and significant components of the problem.
• Context: Should suit the context in which it is applied. Different types of studies need different schedules.
• Criterion: Should use sound logic in classifying respondents based opinions expressed.
• Construction: Should be constructed in such a way that questions statements progress gradually and in order. Better it is sub-divided into parts, each part deeding with a certain sub topic of the issue studied. For each objective, a separate part may be devoted.
• Language: Should be linguistically superbly designed. Clear and straight forward language be used.
• Reliable: Should be reliable such that same results are obtained whenever the schedule is used when everything else remains same.
• Mechanical Aspects: Paper used, margin space given, spacing, printing, size of letters, etc. should be normal.
• Size: Should not too length nor too short. Should give fair coverage to the topic.
• Qualities to be Avoided: Long, complex, presumptuous, personal, embarrassing, hypothetical issues, morality oriented, upsetting type and necessary questions must be avoided.

To sum up, accurate information and accurate response are the two essential conditions of a good schedule. Accurate communication is effected by proper wording of questions so as to produce desired sense without any ambiguity. Accurate response is said to have been achieved when replies contain the information sought for. The response is achieved by stimulating the respondents to fill the schedule. Besides, the physical structure of the schedule should be attractive; the questions asked or information sought should be adequate and relevant to the enquiry, so that final generalization may be based upon it. The information sought should not only be valid, it should also be capable of being tabulated and if possible being subjected to statistical analysis.

Procedure for Formulating a Schedule

• Study the different aspects of the problem. The problem under study should first of all be split up into various aspects. The determination of these aspects will depend upon clear understanding of the problem under study.
• Sub-divide the problem to get necessary information. Each aspect has again to be broken up into a number of sub-parts. These sub-parts should be quite exhaustive to give a full and complete picture of-the aspect under study.
• Class questions. Care should be taken to see that the questions convey the exact sense. Respondents will be willing to supply information without any hesitation, bias or distortion of facts, if questions are exact and clear.
• Serialization of Questions. In order to obtain well-organised information, it is necessary that the questions should be presented to the respondents in a well-ordered serial. It has been experienced to various field studies that the change in the order of questions affects the answers adversely.
• Testing the validity of schedule. Whatever may be the degree of precaution taken, some slips are based to be left out and these can be located when the schedule is put into a reliability and validity test.
• Division. The schedule be divided into adequate number of divisions. Introductory part, instructional part, issues related parts, etc. are certain parts by which the schedule is divided into parts.
• Appropriate form of questions. Use appropriate forms of questions at appropriate places. Open ended, close ended, pictorial, Yes or No (Questions), multiple choice questions, etc. can be used.

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12 Questionnaire and Schedule Method

Pa . Raajeswari

INTRODUCTION

A questionnaire and schedule is considered the heart of a survey work. Hence, it should be carefully constructed. Questionnaires are a method used to collect standardized data from large numbers of people. They are used to collect data in a statistical form. If it is not properly constructed, the survey will become difficult.

A questionnaire is a research instrument consisting of a series of questions on other prompts for gathering information from respondents. Although they are often designed for statistical analysis of the responses, this is not always the case.

MEANING OF QUESTIONNAIRE

A questionnaire is a form prepared and distributed to secure responses to certain questions. It is a device for securing answers to questions by using a form which the respondent fills by himself. It is a systematic complication of questions and organised series of questions that are to be sent to the population samples. It is an important instrument in normative-survey research, being used to gather information from widely scattered sources. The questionnaire procedure normally comes into use where one cannot readily see personally all of the people from whom the research desires responses or where there is no particular reason to see them personally.

Purpose of questionnaire is twofold: i) to collect information from the respondents who are scattered in a vast area, ii) to achieve success in collecting reliable and dependable data.

FORMS OF QUESTIONNAIRE

Structured vs. non-structured . The structured contains definite, concrete and direct questions, whereas non-structured may consist of partially completed questions or statements.

A   non-structured questionnaire is often used as the interview guide, which is non-directive. The interviewer possesses only a blueprint of the enquiries and he is largely free to arrange the form or statements of the questions. The enquiries framed in a general form beforehand are given a specific form during the actual process of interview.

Closed form vs. open form : the question that call for short check responses are known as restricted or closed form type. They provide for making a yes or no, a short response, or checking an item out of a list of given responses. It restricts the choice of response for the respondent. He has simply to select a response out of supplied responses and has not to frame his response in his own way.

It is easy to fill out, takes less time, keeps the respondent on the subject, is relatively more objective, more acceptable and convenient to the respondent, and is fairly easy to tabulate and analyse.

The open-form, open-end or unrestricted type questionnaire calls for a free response in the respondent’s own words. The respondent frames and supplies his own response. No clues are provided. It probably provides for greater depth of response. The subject reveals his mind, gives his frame of reference and possibility the reasons for his responses

The mixed questionnaire: the mixed questionnaire consists of both close and open type questionnaires. For social research, this method is very useful. Many questionnaires include both open and closed type items. Each type has its specific merits and limitations and the research worker has to decide which type is more likely to supply the information he wants.

Fact and opinion questionnaire: questionnaire are also classified as: i) questionnaire of fact, which requires certain information of facts from the respondent without any reference to his opinion or attitude about them and ii) questionnaire of opinion and attitude in which the informant’s opinion, attitude or preference regarding some phenomena is sought.

Pictorial questionnaire: in the pictorial questionnaire, pictures are used to promote interest in answering questions. It is used extensively in studies of social attitudes and prejudices in children or illiterate persons. In a pictorial questionnaire, the selected alternative answers in the form of pictures are given and the respondent is required to tick the picture concerned. This questionnaire may be very useful for collecting data in a developing country like India, specially from the rural masses who are mostly illiterate and less knowledgeable. The serious limitation of this questionnaire is that it is lengthy in form. Also it is highly expensive.

In the questionnaire technique, great reliance is placed on the respondent’s verbal report for data on the stimuli or experiences to which he is exposed and for knowledge of his  behaviour. The questionnaire is effective only when the respondent is able or willing to express his reactions clearly. A good questionnaire can elicit cooperation of the respondent to get frank answers on almost any subject, even such personal matters as sex and income. Thus, it is clear that the respondent can judge the study only by what he can see. The questionnaire, by its very nature, is an impersonal technique and it is several pieces of paper appeals/persuades the respondent that he ought to participate.

RULES FOR CONSTRUCTING A QUESTIONNAIRE:

• Clearly worded items(eg: avoid usually ,most)
• Short questions
• Only one idea(concept)per question
• Avoid negatively worded items
• Avoid technical language and jargon
• Avoid leading questions(cues to answers)
• Avoid lengthy questions

FORMULATION OF QUESTIONS AND FORMAT

If the types of measurements to be made are clearly known, then the researcher can formulate necessary questions relating to each measurement. While formulating a question, its content should be such that each respondent graphs the intention of the question very quickly as originally thought by the researcher. This will minimize the distortion of the research focus. In addition, the format of each question in relation to that of the overall questionnaire should be decided.

The following factors are to be considered before drafting the questionnaire.

• Covering letter: The person conducting the survey should introduce himself to the respondents through a covering letter. In this covering letter,one can state the objectives of his study along with a formal request to fill up the questionnaire.
• Number of questions: As far as possible, the number of questions should be limited. There should be no repetation of questions. The response from the respondents will be  poor if the numbers of questions are too many. Hence, care must be taken to minimise the number of questions.
• Sequence of questions: The questions should be arranged in a logical order. The sequential arrangement of questions makes it easy for the respondents to make a spontaneous reply.  Eg: It is irrelevant to ask the number of children before asking whether the respondent is married or not.
• Ambiguity of questions: The questions should be unambiguous, that is, questions should give only one meaning. There should be only one answer to a question. The question should focus on only one point.
• Questions should be short and simple: The questions should not be lengthy. They must be short and easily understandable by the respondent. As far as possible technical terms should be avoided.
• Personal questions: As far as possible, questions of personal and pecuniary nature should not be asked.  Eg: Questions about income, sales tax paid and the like may not be answered by respondents in writing. If this information is essential, if must be obtained by personal interviews. Therefore, these questions are to be avoided unless otherwise the study actually requires it.
• Instructions to the informants: The questionnaire should provide necessary instructions to the informants. For example, it should specify the time within which it should be sent back and the address to which it should be sent. Instructions necessary to fill up the questions can also be given in the questionnaire.
• Type of answer: As far as possible the answers for the questions should be objective type, that is ‘Yes’ or ‘No’ type questions are most welcome. However, when the alternative is not clear cut, the ‘Yes’ or ‘No’ questions should be avoided.
• Questions requiring calculations: Questions requiring calculation of ratios, percentages, and totals should not be asked as it may take much time and the respondents may feel reluctant.
• Attraction: A questionnaire should be made to look as attractive as possible. The printing and paper used should be neat and qualitative. Enough space should be left for answering the questions.

QUESTIONNAIRE DESIGN PROCESS:

STEP I: Determine survey objectives, resources and constraints

STEP II: Determine the data collection method

STEP III: Determine the question response format

STEP IV: Decide on the question wording

STEP V: Establish questionnaire flow and layout

STEP VI:Evaluate the questionnaire

STEP VII: obtain approval of all relevant parties

STEP VIII: Pre-test And Revise

STEP IX: Prepare and final copy

STEP X: Implement the survey

TYPES OF QUESTIONNAIRE

METHOD OF ADMINISTRATION

• Self administered questionnaire: respondents fills in the questionnaire him/her self.
• Schedule: the investigator/researched reads out the questions and records the respondents answers

ADVANTAGES OF QUESTIONNAIRE

• The responses are gathered in a standardised way, so questionnaires are more objective, certainly more so than interviews.
• Generally, it is relatively quick to collect information using a questionnaire. However, in some situations they can take a long time not only to design but also to apply and analyse.
• Potentially information can be collected from a large portion of a group. This potential is not often realised, as returns from questionnaires are usually low. However, return rates can be dramatically improved if the questionnaire is delivered and responded to in class time.

DISADVANTAGES OF QUESTIONNAIRE

• Questionnaires, like many evaluation methods occur after the event, so participants may forget important issues.
• Questionnaires are standardised so it is not possible to explain any points in the questions that participants might misinterpret. This could be partially solved by piloting the questions on a small group of students or at least friends and colleagues. It is advisable to do this anyway.
• Open-ended questions can generate large amounts of data that can take a long time to process and analyse. One way of limiting this would be to limit the space available to students so their responses are concise or to sample the students and survey only a portion of them.
• Respondents may answer superficially especially if the questionnaire takes a long time to complete. The common mistake of asking too many questions should be avoided.
• Students may not be willing to answer the questions. They might not wish to reveal the information or they might think that they will not benefit from responding perhaps even be penalised by giving their real opinion. Students should be told why the information is being collected and how the results will be beneficial. They should be asked to reply honestly and told that if their response is negative this is just as useful as a more positive opinion. If possible the questionnaire should be anonymous.

INTRODUCTION OF SCHEDULE

”The schedule is nothing more than a list of questions which it seems necessary to test the hypothesis”. A schedule is a structure of set of questions on a given topic which are asked by an interviewer is investigated personally. Schedule is the most important tool. It is similar to a questionnaire. It is administered by the researcher in person and it is filled up by the researcher. As the schedule is presented in person it need not be attractive. The techniques of preparing questionnaire are also applied to framing an interview schedule.

DEFINITION OF SCHEDULE

Schedule is also a set of questions which is filled in by investigator who is made responsible to collect information. The investigator approach to the respondent and record the responses of the respondent. In some cases respondent is encouraged to record the answers to the questions with the help of investigator.

The success of this method is based on selection and training of investigator, to collect information. Investigator must have competency for cross examination if necessary, investor’s personal qualities like honest hard work will improve the quality of the work. This system is very useful for extensive enquiries. It is very expensive still normally adapted by state and large organization. Census survey is conducted by this method.

MEANING OF SCHEDULE

Schedule and questionnaire are the most important tools generally used in social research. The two forms are similar in nature but the difference lies in its construction and usage. The schedule is the form containing some questions or blank tables which are to be filled by the research workers after getting information from the informants. The schedule  may thus contain two types of questions i) direct questions and ii) form of a table. There are some kinds of information that can be procured only by putting a question, e.g., questions for eliciting the informants opinion, attitude, preferences or his suggestions about some matter. There are others which may better be put in the form of tables.

From the above discussion the following salient points about schedule emerge:

• The schedule is presented by the interviewer. The questions are asked and the answers are noted down by him.
• The list of questions is a more formal document, it need not be attractive.
• The schedule can be used in a very narrow sphere of social research.

PURPOSE OF SCHEDULE

The main purposes of schedule are three fold: i) to provide a standardized tool for observation or interview in order to attain objectivity. Ii) to act as memory ticker i.e., the schedule keeps the memory of the interviewer/observer refreshed and keeps him reminded of the different aspects that are to be particularly observed, iii) to facilitate the work of tabulation and analysis.

TYPES OF SCHEDULES

1.  Rating schedule

In the field of business guidance, psychological research, and social research, the rating schedules are used to assess the attitudes, opinions, preferences, inhibitions and other like elements. As evident from the term ‘rating’, in these schedules, the value and trend of the above mentioned qualities is measured.

2.   Documents schedule

The schedules of this type are used to obtain data regarding written evidence and case histories. In these schedules, those terms are included which occur frequency in documents and are to be generally found in case histories.

3.    Institutional surveys forms or evolutional schedules

The use of these schedules, as is evident from the name, is made to gather data about specialised institutions or agencies. The form and the size of evolutional  schedules is determined by the nature and the complexity of the problems of an institution, more complex the problem, bigger the size of the schedule.

4.    Observation schedules

In these schedules, observer records the activities and responses of an individual or a group under specific conditions. The observation schedules may need one or more research worker to be completed. The main purpose of an observation schedules is to verify some information.

5.   Interview schedules

A fifth form of schedule is sometimes treated independently and at other times considered included in the previous type. In an interview schedule, an interviewer presents the questions of the schedule to the interviewers and records their response on blank spaces.

STEPS IN FRAMING A SCHEDULE

1.    Study the different aspects of the problem

The problem under study should first of all be split up into various aspects. The determination of these aspects will depend upon clear understanding of the problem under study.

2.   Sub-divide the problem to get necessary information

Each aspect has again to be broken up into a number of sub-parts. These sub-parts should be quite exhaustive to give a full and complete picture of the aspect under study.

3.   The framing of actual questions.

Care should be taken to see that the questions convey the exact sense, are easily followed by the response and they will be willing to supply information without any hesitation, bias or distortion of facts.

4.    Serialisation of questions

In order to obtain well-organised information, it is necessary that the questions should be presented to the respondents in a well-ordered serial. It has been experienced in various field studies that the change in the order of questions affects the answers adversely.

5.    Testing the validity of schedule

Whatever may be the degree of precaution taken; some slips are bound to be left out and cannot be located unless the schedule has been put into operation.

HOW DO SCHEDULES WORK?

• A rather expensive method as enumerators do not come cheap or resesrch scholar expenses often run high.
• Schedules are filled by the enumerator/researcher who can also interpret the question if necessary.
• Needless to say, the identity of the respondents  is known
• Information collection is both assured and punctual
• Questionnaires and schedules are flexible in what they can measure although they each have

SCHEDULING TOOL:

•  A Tool which supports the scheduling method
•  Identifying components names
• Providing components definitions
• Contains components relationships.
• Is used to generate the project specific schedule model.
• For eg: primavera, MS project, artemis, welcome, spider

ADVANTAGES OF SCHEDULE

1.Economical: since the questionnaire approach makes it possible to cover, at the same time, a large number of people spread over a large territory, it is decidedly more economical in terms of money, time and energy. Other methods do not afford such a facility.

2.Time saving: besides saving money, the mailed schedule also saves time. Simultaneously, hundreds of persons are approached through it whereas if they are to be interviewed it may take a very long time.

3.Suitable in special type of response: the information about certain problems can be best obtained through questionnaire method. For example, the research about sexual habits, marital relations, dreams etc, can be easily obtained by keeping the name of respondents anonymous.

4.Ensures anonymity: as the respondents are not required to indicate their names on the questionnaires, they feel free to express their views and opinions. Anonymity is a meaningful characteristic of questionnaire method. In view of its anonymity the questionnaire is more effective than an interview.

5.Less pressure on the respondents: the method places less pressure on the subject for immediate response and gives more time to the respondents for properly answering questions.

6.Uniformity: the questionnaire, by its very nature, is an impersonal technique. Uniformity from one measurement situation to another is provided by virtue of its standardised wordings of questions, standardised sequence of questions and fixed or standardised instructions for recording responses.

DISADVANTAGES OF SCHEDULE

Illiterate and less educated: one of the major limitations of the questionnaire is that it can be administered only on subjects with a considerable amount of education. Complex questionnaire requiring elaborate written replies can be used indeed on a very small percentage of population.

Proportion of returns is usually low: in a mailed questionnaire, the proportion of returns is usually low, it may sometimes be as low as 10%.

Mis-interprets/ unintelligible reply: in a questionnaire, if the respondent misinterprets a question or writes his reply unintelligibly, there is very little that can be done to correct this. In this approach there is no facility for repeating questions, explaining them or seeking clarification of a particular response.

DIFFERENCE BETWEEN SCHEDULE AND QUESTIONNAIRE

Questionnaire and Scheduleare the most important tool in the process of data collection. It is administered by the researcher in person and it is filled up by the researcher. As the schedule is presented in person it need not be attractive. The techniques of preparing questionnaire are also applied to framing an interview schedule. Hence, usually the researchers are advised to refer to the questionnaire for more details and concentrate in preparing questionnaire and schedule.

• http://www.studylecturenotes.com/social-research-methodology/what-is-interview-schedule-definition-types
• http://www.kkhsou.in/main/masscom/research_tool.html
• https://owlcation.com/social-sciences/Schedule-and-Questionnaire-in-Research-Methodology
• http://libweb.surrey.ac.uk/library/skills/Introduction%20to%20Research%20and%20Ma naging%20Information%20Leicester/page_51.htm
• http://14.139.60.114:8080/jspui/bitstream/123456789/719/27/Methods%20of%20Data %20Collection.pdf

Home » Education » What is the Difference Between Questionnaire and Schedule

What is the Difference Between Questionnaire and Schedule

The main difference between questionnaire and schedule is that questionnaires consist of a set of open-ended or close-ended questions, whereas schedules contain a set of structured questions that are directly asked by the interviewer.

Although questionnaires and schedules are used as data collection tools in research studies, there are slight differences between questionnaires and schedules.

Key Areas Covered

1.  What is a Questionnaire       – Definition, Features  2.  What is a Schedule      – Definition, Features 3.  Difference Between Questionnaire and Schedule      – Comparison of Key Differences

Questionnaire, Schedule, Data Collection

What is a Questionnaire

Questionnaires are used to gather information or data when conducting research. Questionnaires include different types of question forms that are related to respondents’ points of view: close-ended, open-ended, short form, long-form, etc. One of the important facts one should consider when forming questions for a questionnaire is that questions should always be unbiased. An effective questionnaire should also be simple and concise. Furthermore, a questionnaire should be specific to the topic and should consist of different types.

The use of questionnaires in research is considered a more feasible and efficient research method than in-depth interviews. There are many benefits of using questionnaires to gather data. Questionnaires save the time of respondents as well as the researcher. At the same time, the use of questionnaires allows the researcher to capture a larger audience, especially when compared to the use of in-depth interviews to gather data. Also, the researcher can print and distribute the questionnaires among respondents. Some researchers also distribute a soft copy of the questionnaires to the target audience. 

What is a Schedule

A schedule is a research tool to gather information and design a research study. A schedule consists of a set of structured questions on a specific topic. The interviewer directly asks these questions personally. When the respondents face issues in understanding the questions in a schedule, they can seek help from the interviewer to sort them out. A schedule contains well-structured questions, and those questions are asked by the interviewer, or else the respondents should write the answers to the questions in the presence of the interviewer.

The questions in a schedule do not contain answer options; the respondents have to write or respond to the interviewer verbally. The data gathered in a schedule is qualitative . In a schedule, the order and the structure of the questions are significant, and the proper order of the questions cannot be changed. The use of a schedule is an expensive method to collect data because interviewers should be hired and trained for the purpose.

Similarities Between Questionnaire and Schedule

• Both questionnaires and schedules are data collection tools.
• Questionnaires and schedules consist of a set of questions to be asked from the respondents.

Differences Between Questionnaire and Schedule

A questionnaire is a structured data collection tool where choices may be given or may not be given, while a schedule consists of a set of structured questions on a particular topic that are directly asked by the interviewer.

Although a questionnaire may consist of open-ended questions and close-ended questions, questions in a schedule may not be composed of choices. The respondents must answer the questions in a schedule.

Questionnaires can cover a large audience easily, whereas schedules cover only a small set or small groups of people.

Although the use of questionnaires is cost-effective, the use of schedules in data collection is very expensive since the researcher should hire and train the interviewers on how to get the responses.

The respondents of a questionnaire can give their responses in the absence of the researcher, whereas in schedules, the respondents should provide their answers in the presence of the interviewer.

Respondents

Although respondents are assisted by the interviewer in clarifying the questions in a schedule, the respondents are not assisted when answering questionnaires.

The main difference between questionnaire and schedule is that questionnaire consists of a set of open-ended or close-ended questions, whereas a schedule contains a set of structured questions that are directly asked by the interviewer.

1. Amaresan, Swetha. “ 28 Questionnaire Examples, Questions, & Templates to Survey Your Clients .” HubSpot Blog, HubSpot, 23 May 2022. 2. “ Schedule .” Wikipedia, Wikimedia Foundation, 13 May 2022.

Image Courtesy:

1. “ Musculoskeletal survey Nordic questionnaire ” By different – The Nordic questionnaire on ergonomic problems is Creative Commonds (CC BY-SA 4.0) via Commons Wikimedia 2. “ Women In Tech – 82 ” By WOCinTech Chat (CC BY 2.0) via Flickr

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• Key Differences

Know the Differences & Comparisons

Difference Between Questionnaire and Schedule

The research process is incomplete without collection of data, which starts after identification of research problem and chalking out research design. The researcher should keep in mind that there are two types of data, i.e. primary and secondary data . There are several methods involved in the collection of primary data, like observation, interview, questionnaires, schedules, etc.

Content: Questionnaire Vs Schedule

Comparison chart, definition of questionnaire.

We define questionnaire as an instrument for research, which consists of a list of questions, along with the choice of answers, printed or typed in a sequence on a form used for acquiring specific information from the respondents. In general, questionnaires are delivered to the persons concerned either by post or mail, requesting them to answer the questions and return it. Informants are expected to read and understand the questions and reply in the space provided in the questionnaire itself.

The questionnaire is prepared in such a way that it translate the required information into a series of questions, that informants can and will answer. Further, it should be such that the respondent gets motivated and encouraged, to make him engaged in the interview and complete it. The merits of questionnaires are discussed below:

• It is an inexpensive method, regardless of the size of the universe.
• Free from the bias of the interviewer, as the respondents answer the questions in his own words.
• Respondents have enough time to think and answer.
• Due its large coverage, respondents living in distant areas can also be reached conveniently.

Definition of Schedule

The schedule is a proforma which contains a list of questions filled by the research workers or enumerators, specially appointed for the purpose of data collection. Enumerators go to the informants with the schedule, and ask them the questions from the set, in the sequence and record the replies in the space provided. There are certain situations, where the schedule is distributed to the respondents, and the enumerators assist them in answering the questions.

Enumerators play a major role in the collection of data, through schedules. They explain the aims and objects of the research to the respondents and interpret the questions to them when required. This method is little expensive as the selection, appointment and training of the enumerators require a huge amount. It is used in case of extensive enquiries conducted by the government agencies, big organisations. Most common example of data collection through schedule is population census.

Key Differences Between Questionnaire and Schedule

The important points of difference between questionnaire and schedule are as under:

• Questionnaire refers to a technique of data collection which consist of a series of written questions along with alternative answers. The schedule is a formalised set of questions, statements, and spaces for answers, provided to the enumerators who ask questions to the respondents and note down the answers.
• Questionnaires are delivered to the informants by post or mail and answered as specified in the cover letter. On the other hand, schedules are filled by the research workers, who interpret the questions to the respondents if necessary.
• The response rate is low in case of questionnaires as many people do not respond and often return it without answering all the questions. On the contrary, the response rate is high, as they are filled by the enumerators, who can get answers to all the question.
• The questionnaires can be distributed a large number of people at the same time, and even the respondents who are not approachable can also be reached easily. Conversely, in schedule method, the reach is relatively small, as the enumerators cannot be sent to a large area.
• Data collection by questionnaire method is comparatively cheaper and economical as the money is invested only in the preparation and posting of the questionnaire. As against this, a large amount is spent on the appointment and training of the enumerators and also on the preparation of schedules.
• In questionnaire method, it is not known that who answers the question whereas, in the case of schedule, the respondent’s identity is known.
• The success of the questionnaire lies on the quality of the questionnaire while the honesty and competency of the enumerator determine the success of a schedule.
• The questionnaire is usually employed only when the respondents literate and cooperative. Unlike schedule which can be used for data collection from all classes of people.

As everything has two aspects, so as with the case of questionnaire and schedule. The risk of collection of inaccurate and incomplete information is high in the questionnaire, as it might happen that people may not be able to understand the question correctly. On the contrary, schedule faces the risk of biases and cheating of the interviewer.

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August 23, 2017 at 8:33 am

Excellently explained. Thank you so much. I always had doubts and confusions regarding these two. God bless you. Gracias.

Surbhi S says

August 23, 2017 at 9:49 am

Thanks for sharing your views with us and blessings as well.

sharnga says

December 2, 2017 at 11:47 am

best explained thanx a lot regards.. sharga

Monu singh rajawat says

January 19, 2018 at 7:03 pm

it is easy article for understanding and very nice for differentiate questionnaire and schedule.

Tabinda says

April 25, 2018 at 8:19 am

Thanks a lot for the information,as it helped me a lot…

October 5, 2018 at 12:27 am

Thanks really appreciate

Shikha says

January 3, 2022 at 9:03 pm

Thanks a lot for the information, as it helped me a lot…. Thank you so much

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A Comprehensive Guide to Methodology in Research

Table of Contents

Research methodology plays a crucial role in any study or investigation. It provides the framework for collecting, analyzing, and interpreting data, ensuring that the research is reliable, valid, and credible. Understanding the importance of research methodology is essential for conducting rigorous and meaningful research.

In this article, we'll explore the various aspects of research methodology, from its types to best practices, ensuring you have the knowledge needed to conduct impactful research.

What is Research Methodology?

Research methodology refers to the system of procedures, techniques, and tools used to carry out a research study. It encompasses the overall approach, including the research design, data collection methods, data analysis techniques, and the interpretation of findings.

Research methodology plays a crucial role in the field of research, as it sets the foundation for any study. It provides researchers with a structured framework to ensure that their investigations are conducted in a systematic and organized manner. By following a well-defined methodology, researchers can ensure that their findings are reliable, valid, and meaningful.

When defining research methodology, one of the first steps is to identify the research problem. This involves clearly understanding the issue or topic that the study aims to address. By defining the research problem, researchers can narrow down their focus and determine the specific objectives they want to achieve through their study.

How to Define Research Methodology

Once the research problem is identified, researchers move on to defining the research questions. These questions serve as a guide for the study, helping researchers to gather relevant information and analyze it effectively. The research questions should be clear, concise, and aligned with the overall goals of the study.

After defining the research questions, researchers need to determine how data will be collected and analyzed. This involves selecting appropriate data collection methods, such as surveys, interviews, observations, or experiments. The choice of data collection methods depends on various factors, including the nature of the research problem, the target population, and the available resources.

Once the data is collected, researchers need to analyze it using appropriate data analysis techniques. This may involve statistical analysis, qualitative analysis, or a combination of both, depending on the nature of the data and the research questions. The analysis of data helps researchers to draw meaningful conclusions and make informed decisions based on their findings.

Role of Methodology in Research

Methodology plays a crucial role in research, as it ensures that the study is conducted in a systematic and organized manner. It provides a clear roadmap for researchers to follow, ensuring that the research objectives are met effectively. By following a well-defined methodology, researchers can minimize bias, errors, and inconsistencies in their study, thus enhancing the reliability and validity of their findings.

In addition to providing a structured approach, research methodology also helps in establishing the reliability and validity of the study. Reliability refers to the consistency and stability of the research findings, while validity refers to the accuracy and truthfulness of the findings. By using appropriate research methods and techniques, researchers can ensure that their study produces reliable and valid results, which can be used to make informed decisions and contribute to the existing body of knowledge.

Steps in Choosing the Right Research Methodology

Choosing the appropriate research methodology for your study is a critical step in ensuring the success of your research. Let's explore some steps to help you select the right research methodology:

Identifying the Research Problem

The first step in choosing the right research methodology is to clearly identify and define the research problem. Understanding the research problem will help you determine which methodology will best address your research questions and objectives.

Identifying the research problem involves a thorough examination of the existing literature in your field of study. This step allows you to gain a comprehensive understanding of the current state of knowledge and identify any gaps that your research can fill. By identifying the research problem, you can ensure that your study contributes to the existing body of knowledge and addresses a significant research gap.

Once you have identified the research problem, you need to consider the scope of your study. Are you focusing on a specific population, geographic area, or time frame? Understanding the scope of your research will help you determine the appropriate research methodology to use.

Reviewing Previous Research

Before finalizing the research methodology, it is essential to review previous research conducted in the field. This will allow you to identify gaps, determine the most effective methodologies used in similar studies, and build upon existing knowledge.

Reviewing previous research involves conducting a systematic review of relevant literature. This process includes searching for and analyzing published studies, articles, and reports that are related to your research topic. By reviewing previous research, you can gain insights into the strengths and limitations of different methodologies and make informed decisions about which approach to adopt.

During the review process, it is important to critically evaluate the quality and reliability of the existing research. Consider factors such as the sample size, research design, data collection methods, and statistical analysis techniques used in previous studies. This evaluation will help you determine the most appropriate research methodology for your own study.

Formulating Research Questions

Once the research problem is identified, formulate specific and relevant research questions. These questions will guide your methodology selection process by helping you determine what type of data you need to collect and how to analyze it.

Formulating research questions involves breaking down the research problem into smaller, more manageable components. These questions should be clear, concise, and measurable. They should also align with the objectives of your study and provide a framework for data collection and analysis.

When formulating research questions, consider the different types of data that can be collected, such as qualitative or quantitative data. Depending on the nature of your research questions, you may need to employ different data collection methods, such as interviews, surveys, observations, or experiments. By carefully formulating research questions, you can ensure that your chosen methodology will enable you to collect the necessary data to answer your research questions effectively.

Implementing the Research Methodology

After choosing the appropriate research methodology, it is time to implement it. This stage involves collecting data using various techniques and analyzing the gathered information. Let's explore two crucial aspects of implementing the research methodology:

Data Collection Techniques

Data collection techniques depend on the chosen research methodology. They can include surveys, interviews, observations, experiments, or document analysis. Selecting the most suitable data collection techniques will ensure accurate and relevant data for your study.

Data Analysis Methods

Data analysis is a critical part of the research process. It involves interpreting and making sense of the collected data to draw meaningful conclusions. Depending on the research methodology, data analysis methods can include statistical analysis, content analysis, thematic analysis, or grounded theory.

Ensuring the Validity and Reliability of Your Research

In order to ensure the validity and reliability of your research findings, it is important to address these two key aspects:

Understanding Validity in Research

Validity refers to the accuracy and soundness of a research study. It is crucial to ensure that the research methods used effectively measure what they intend to measure. Researchers can enhance validity by using proper sampling techniques, carefully designing research instruments, and ensuring accurate data collection.

Ensuring Reliability in Your Study

Reliability refers to the consistency and stability of the research results. It is important to ensure that the research methods and instruments used yield consistent and reproducible results. Researchers can enhance reliability by using standardized procedures, ensuring inter-rater reliability, and conducting pilot studies.

A comprehensive understanding of research methodology is essential for conducting high-quality research. By selecting the right research methodology, researchers can ensure that their studies are rigorous, reliable, and valid. It is crucial to follow the steps in choosing the appropriate methodology, implement the chosen methodology effectively, and address validity and reliability concerns throughout the research process. By doing so, researchers can contribute valuable insights and advances in their respective fields.

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

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

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

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

Research Methodology 101

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

What is research methodology?

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

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

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

So, it’s the same as research design?

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

Need a helping hand?

What are qualitative, quantitative and mixed-methods?

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

Let’s take a closer look.

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

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

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

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

What is sampling strategy?

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

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

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

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

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

What are data collection methods?

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

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

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

What are data analysis methods?

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

Popular data analysis methods in qualitative research include:

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

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

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

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

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

How do I choose a research methodology?

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

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

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

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

Example of a research methodology chapter

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

Psst… there’s more (for free)

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

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Thanks for your comment.

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

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

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

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Bibliography

Foss, Sonja K, & William J. C. Waters. (2016). Destination dissertation: a traveler's guide to a done dissertation . Lanham, MD: Rowman & Littlefield Publishers.

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White, B. (2011). Mapping your thesis: the comprehensive manual of theory and techniques for masters and doctoral research . ACER Press.

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Fleming, R.S., Kowalsky, M. (2021). Developing a Realistic Timetable. In: Survival Skills for Thesis and Dissertation Candidates. Springer Texts in Education. Springer, Cham. https://doi.org/10.1007/978-3-030-80939-3_4

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JARA Schedule: A Tool for Understanding Research Methodology

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T1 - JARA Schedule

T2 - A Tool for Understanding Research Methodology

AU - Knipe, Sally

AU - Bottrell, Christine

N2 - The field of education research is a complex and difficult area particularly for early career researchers or students new to research. Focusing upon the most common types of research methods is a starting point as students, and those new to research would be more likely to encounter these methods in journals. The research literature contains arguments regarding the most frequent type of research methodology as well as the nature of this research. This article describes the authors’ review of a select number of education research journals and the surprises the researchers encountered—in particular, challenges in the development of a suitable mapping tool called the Journal Article Research Analysis (JARA) schedule. The results of this study indicate there may be implications for education researchers and editors of journals as well as teachers of research.

AB - The field of education research is a complex and difficult area particularly for early career researchers or students new to research. Focusing upon the most common types of research methods is a starting point as students, and those new to research would be more likely to encounter these methods in journals. The research literature contains arguments regarding the most frequent type of research methodology as well as the nature of this research. This article describes the authors’ review of a select number of education research journals and the surprises the researchers encountered—in particular, challenges in the development of a suitable mapping tool called the Journal Article Research Analysis (JARA) schedule. The results of this study indicate there may be implications for education researchers and editors of journals as well as teachers of research.

KW - education research

KW - research methodology

KW - education research journals

M3 - Article

JO - Journal of Multidisciplinary Research

JF - Journal of Multidisciplinary Research

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A schedule, in the context of data collection, refers to a set of questions arranged systematically. These questions are designed to gather specific data from respondents in an organized, structured manner. Schedules are typically administered by the researcher or their representative who records responses directly. They can range from structured interviews to observational studies [1] .

Types of Schedules

Schedules come in various forms, each tailored to meet different data collection needs. The three main types are:

• Interview Schedule: Interview schedules consist of a series of questions that the interviewer asks the respondent. The researcher records the responses. The questions can be open-ended or close-ended [2] .
• Observation Schedule: Here, researchers observe and record specific behaviors, events, or phenomena within their natural settings. An observation schedule provides a systematic method to observe and quantify behavior [3] .
• Measurement Schedule: This involves collecting data about physical attributes, such as height, weight, or other quantifiable features. This type of schedule often applies in medical or sports research.

Schedules Vs. Questionnaires

While schedules and questionnaires are similar data collection tools, they differ significantly in their usage. Table 1 provides a comparison of the two:

Table 1: Comparison between Schedules and Questionnaires.

Benefits of Using Schedules

Schedules offer several benefits in data collection:

• Controlled Response Environment: Since the researcher administers the schedule, they can control the response environment, clarifying doubts and ensuring the respondent understands each question.
• Flexible: Schedules allow for spontaneity and flexibility. If a respondent’s answer is ambiguous, the interviewer can request further clarification.
• High Response Rate: Schedules usually yield higher response rates compared to self-administered questionnaires, as they are more engaging and personal [4] .

Drawbacks of Schedules

Despite their advantages, schedules have some limitations:

• Time-Consuming: Schedules require more time for data collection due to the involvement of the researcher in the process.
• Training Required: The interviewer needs training to ensure they administer the schedule correctly and maintain consistency across different respondents.
• Possibility of Bias: The presence of the researcher might influence respondents’ answers, creating a response bias.

Tips for Using Schedules in Data Collection

When using schedules for data collection, consider the following:

• Clarity: Ensure all questions are clear and unambiguous to avoid misunderstanding.
• Consistency: The interviewer should maintain consistency in the manner of asking questions to prevent bias.
• Confidentiality: Assure respondents about the confidentiality of their responses to encourage honest answers.

Detailed Exploration of Schedule Types

Interview schedules.

Interview schedules provide a structured format for direct interaction with respondents. This format typically offers a mix of close-ended and open-ended questions, facilitating in-depth data collection. The interviewer maintains the pace and direction of the discussion, probing further when needed. The method is suitable for sensitive topics where respondents may need encouragement to open up [5] .

Observation Schedules

Observation schedules primarily focus on the researcher’s objective observation of behaviors, events, or situations. Such schedules are often employed in naturalistic observations where the researcher records behaviors in natural environments. An observation schedule might note frequency, duration, or intensity of specific behaviors [6] . This method reduces reliance on respondent honesty or recall accuracy.

Measurement Schedules

Measurement schedules are employed when the research requires collection of quantifiable data related to physical attributes, such as height, weight, distance, time, etc. These schedules provide accurate, objective data, primarily used in scientific, sports, or medical research.

Schedules: Preparation and Implementation

The effective use of schedules for data collection involves careful preparation and methodical implementation. Here are key steps involved:

• Develop the Schedule: The first step is to develop a draft schedule, containing all the questions necessary to gather the required data.
• Pilot Test: Conduct a pilot test of the schedule on a small group. The aim is to test the schedule’s effectiveness and tweak it as needed [7] .
• Finalize the Schedule: After refining the schedule, finalize it for data collection.
• Train Interviewers: If using interview schedules, train interviewers on effective interviewing and recording techniques.
• Collect Data: Administer the schedule to the selected respondents and record their responses.
• Analyze Data: After data collection, analyze the responses to derive meaningful conclusions.

Limitations and Considerations

Despite the effectiveness of schedules in data collection, researchers should consider potential limitations. These include the risk of interviewer bias, where the interviewer’s presence might influence the respondent’s answers, and the fact that data collection via schedules can be more time-consuming and resource-intensive compared to self-administered tools like questionnaires [8] .

Nevertheless, when properly implemented, schedules are an invaluable tool in any researcher’s data collection toolkit. They offer a balance between structured data collection and the flexibility to delve deeper, enabling researchers to gather detailed, reliable data.

[1] Babbie, E. (2010). The Practice of Social Research. Wadsworth Cengage.

[2] Dörnyei, Z. (2003). Questionnaires in Second Language Research: Construction, Administration, and Processing. Routledge.

[3] Martin, P. and Bateson, P. (2007). Measuring Behaviour: An Introductory Guide. Cambridge University Press.

[4] Bryman, A. (2012). Social Research Methods. Oxford University Press.

[5] Weiss, R.S. (1995). Learning from Strangers: The Art and Method of Qualitative Interview Studies. The Free Press.

[6] Bakeman, R., & Gottman, J.M. (1997). Observing Interaction: An Introduction to Sequential Analysis. Cambridge University Press.

[7] Bhattacherjee, A. (2012). Social Science Research: Principles, Methods, and Practices. Textbooks Collection.

[8] De Vaus, D.A. (2002). Surveys in Social Research. Routledge.

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Thesis, major paper, and major project proposals

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Schedule/work plan

• Other potential elements
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If you're unsure if your research proposal requires a schedule or work plan, please consult your project handbook and/or speak with your instructor, advisor, or supervisor.

The information about schedules or work plans in proposals was gathered from RRU thesis and major project handbooks, current in 2020, from programs in the Faculty of Social and Applied Sciences, the Faculty of Management, and the College of Interdisciplinary Studies. If the details here differ from the information provided in the handbook for your project, please follow the handbook's directions.

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• In RRU's Anxiety About Academic Writing guide, this resource is open to everyone.

How Do I Plan the Various Stages of My Research Project?

• In SAGE Research Methods: Planning and Practicalities, look for How Do I Plan the Various Stages of My Research Project? drop down option. Access via this link requires a RRU username and password.

Learning Skills: Time Management

• In RRU's Learning Skills guide, this resource is open to everyone.

What Do I Need to Know About Time and Timetabling?

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Observation

Observation, as the name implies, is a way of collecting data through observing. This data collection method is classified as a participatory study, because the researcher has to immerse herself in the setting where her respondents are, while taking notes and/or recording. Observation data collection method may involve watching, listening, reading, touching, and recording behavior and characteristics of phenomena.

Observation as a data collection method can be structured or unstructured. In structured or systematic observation, data collection is conducted using specific variables and according to a pre-defined schedule. Unstructured observation, on the other hand, is conducted in an open and free manner in a sense that there would be no pre-determined variables or objectives.

Moreover, this data collection method can be divided into overt or covert categories. In overt observation research subjects are aware that they are being observed. In covert observation, on the other hand, the observer is concealed and sample group members are not aware that they are being observed. Covert observation is considered to be more effective because in this case sample group members are likely to behave naturally with positive implications on the authenticity of research findings.

Advantages of observation data collection method include direct access to research phenomena, high levels of flexibility in terms of application and generating a permanent record of phenomena to be referred to later. At the same time, this method is disadvantaged with longer time requirements, high levels of observer bias, and impact of observer on primary data, in a way that presence of observer may influence the behaviour of sample group elements.

It is important to note that observation data collection method may be associated with certain ethical issues. As it is discussed further below in greater details, fully informed consent of research participant(s) is one of the basic ethical considerations to be adhered to by researchers. At the same time, the behaviour of sample group members may change with negative implications on the level of research validity if they are notified about the presence of the observer.

This delicate matter needs to be addressed by consulting with dissertation supervisor, and commencing the primary data collection process only after ethical aspects of the issue have been approved by the supervisor.

My e-book,  The Ultimate Guide to Writing a Dissertation in Business Studies: a step by step assistance  offers practical assistance to complete a dissertation with minimum or no stress. The e-book covers all stages of writing a dissertation starting from the selection to the research area to submitting the completed version of the work within the deadline.

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Difference between Questionnaire and Schedule

Difference between Questionnaire and Schedule is explained here in detail. 

The questionnaire was first developed in London in 1838. This is a method of collecting data from respondents through a series of questions. It focuses more on obtaining standardized answers instead of specific answers. There are 7 different types of Questionnaires.

The schedule is another data collection technique containing statements, questions, and blank spaces to fill up the answers given by the respondents to the enumerator or interviewer. 

To comprehensively understand the IAS Exam pattern at all 3 different stages, and other important details pertaining to the Civil Services Exam, aspirants can visit the given link.

Difference between Questionnaire and Schedule – UPSC Notes:- Download PDF Here

The major differences between the Questionnaire and Schedule are:

After learning about the differences between Questionnaire and Schedule methods of data collection, visit the below-given links to learn more about Statistics Optional for UPSC Mains Exam, and important details pertaining to the Economic Survey, NSSO, and measurements of National Income. Also, refer to the Economics Notes for UPSC Exam.

• Strategy for Statistics Optional
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• Strategy for Sociology Optional – Syllabus, Books for UPSC Exam
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Watch CBS News

Why is looking at a solar eclipse dangerous without special glasses? Eye doctors explain.

By Sara Moniuszko

Edited By Allison Elyse Gualtieri

Updated on: April 8, 2024 / 8:54 AM EDT / CBS News

The solar eclipse will be visible for millions of Americans on April 8, 2024, making many excited to see it — but how you watch it matters, since it can be dangerous for your eyes. 

A  solar eclipse occurs when the moon passes between the sun and Earth, blocking the sun's light . When the moon blocks some of the sun, it's a partial solar eclipse, but when moon lines up with the sun, blocking all of its light, a total solar eclipse occurs,  NASA explains . Either way, you need eye protection when viewing.

"The solar eclipse will be beautiful, so I hope that everyone experiences it — but they need to experience it in the right way," said Dr. Jason P. Brinton, an ophthalmologist and medical director at Brinton Vision in St. Louis.

Here's what to know to stay safe.

Why is looking at a solar eclipse dangerous?

Looking at the sun — even when it's partially covered like during an eclipse — can cause eye damage.

There is no safe dose of solar ultraviolet rays or infrared radiation, said  Dr. Yehia Hashad , an ophthalmologist, retinal specialist and the chief medical officer at eye health company Bausch + Lomb.

"A very small dose could cause harm to some people," he said. "That's why we say the partial eclipse could also be damaging. And that's why we protect our eyes with the partial as well as with the full sun."

Some say that during a total eclipse, it's safe to view the brief period time when the moon completely blocks the sun without eye protection. But experts warn against it. 

"Totality of the eclipse lasts only about 1 to 3 minutes based on geographic location, and bright sunlight suddenly can appear as the moon continues to move," notes an eclipse viewing guide published in JAMA , adding, "even a few seconds of viewing the sun during an eclipse" can temporarily or permanently damage your vision. 

Do I need special glasses for eclipse viewing?

Yes.  Eclipse glasses are needed to protect your eyes if you want to look at the eclipse.

Regular sunglasses aren't protective enough for eclipse viewing — even if you stack more than one. 

"There's no amount of sunglasses that people can put on that will make up for the filtering that the ISO standard filters and the eclipse glasses provide," Brinton said.

You also shouldn't look at the eclipse through a camera lens, phone, binoculars or telescope, according to NASA, even while wearing eclipse glasses. The solar rays can burn through the lens and cause serious eye injury.

Eclipse glasses must comply with the  ISO 12312-2 international safety standard , according to NASA, and should have an "ISO" label printed on them to show they comply. The American Astronomical Society  has a list  of approved solar viewers.

Can't find these, or they're sold out near you? You can also  make homemade viewers ,   which allow you to observe the eclipse indirectly — just don't accidentally look at the sun while using one.

How to keep kids safe during the solar eclipse

Since this eclipse is expected to occur around the time of dismissal for many schools across the country, it may be tempting for students to view it without the proper safety precautions while getting to and from their buses. That's why some school districts are  canceling classes early so kids can enjoy the event safely with their families.

Dr. Avnish Deobhakta, vitreoretinal surgeon at New York Eye and Ear Infirmary at Mount Sinai, said parents should also be careful because it can be difficult for children to listen or keep solar eclipse glasses on. 

"You want to actually, in my opinion, kind of avoid them even looking at the eclipse, if possible," he said. "Never look directly at the sun, always wear the right eclipse sunglasses if you are going to look at the sun and make sure that those are coming from a reliable source."

Brinton recommends everyone starts their eclipse "viewing" early, by looking at professional photos and videos of an eclipse online or visiting a local planetarium. 

That way, you "have an idea of what to expect," he said. 

He also recommends the foundation  Prevent Blindness , which has resources for families about eclipse safety.

What happens if you look at a solar eclipse without eclipse glasses?

While your eyes likely won't hurt in the moment if you look at the eclipse without protection, due to lowered brightness and where damage occurs in the eye, beware: The rays can still cause damage .

The harm may not be apparent immediately. Sometimes trouble starts to appear one to a few days following the event. It could affect just one or both eyes.

And while some will regain normal visual function, sometimes the damage is permanent. 

"Often there will be some recovery of the vision in the first few months after it, but sometimes there is no recovery and sometimes there's a degree to which it is permanent," Brinton said. 

How long do you have to look at the eclipse to damage your eyes?

Any amount of time looking at the eclipse without protection is too long, experts say. 

"If someone briefly looks at the eclipse, if it's extremely brief, in some cases there won't be damage. But damage can happen even within a fraction of a second in some cases," Brinton said. He said he's had patients who have suffered from solar retinopathy, the official name for the condition.

Deobhakta treated a patient who watched the 2017 solar eclipse for 20 seconds without proper eye protection. She now has permanent damage in the shape of a crescent that interferes with her vision. 

"The crescent that is burned into the retina, the patient sees as black in her visual field," he said. "The visual deficit that she has will never go away."

How to know if you've damaged your eyes from looking at the eclipse

Signs and symptoms of eye damage following an eclipse viewing include headaches, blurred vision, dark spots, changes to how you see color, lines and shapes. 

Unfortunately, there isn't a treatment for solar retinopathy.

"Seeing an eye care professional to solidify the diagnosis and for education I think is reasonable," Brinton said, but added, "right now there is nothing that we do for this. Just wait and give it time and the body does tend to heal up a measure of it."

Sara Moniuszko is a health and lifestyle reporter at CBSNews.com. Previously, she wrote for USA Today, where she was selected to help launch the newspaper's wellness vertical. She now covers breaking and trending news for CBS News' HealthWatch.

More from CBS News

Couple gets engaged on flight to see total solar eclipse

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Arizona's abortion ban likely to cause people to travel to states it's still legal

Inflation's rising. Here's how debt relief can help.

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Methodology

• Structured Interview | Definition, Guide & Examples

Structured Interview | Definition, Guide & Examples

Published on January 27, 2022 by Tegan George and Julia Merkus. Revised on June 22, 2023.

A structured interview is a data collection method that relies on asking questions in a set order to collect data on a topic. It is one of four types of interviews .

In research, structured interviews are often quantitative in nature. They can also be used in qualitative research if the questions are open-ended, but this is less common.

While structured interviews are often associated with job interviews, they are also common in marketing, social science, survey methodology, and other research fields.

• Semi-structured interviews : A few questions are predetermined, whereas the other questions aren’t planned.
• Unstructured interviews : None of the questions are predetermined.
• Focus group interviews : The questions are presented to a group instead of one individual.

Table of contents

What is a structured interview, when to use a structured interview, advantages of structured interviews, disadvantages of structured interviews, structured interview questions, how to conduct a structured interview, how to analyze a structured interview, presenting your results, other interesting articles, frequently asked questions about structured interviews.

Structured interviews are the most systematized type of interview. In contrast to semi-structured or unstructured interviews, the interviewer uses predetermined questions in a set order.

Structured interviews are often closed-ended. They can be dichotomous, which means asking participants to answer “yes” or “no” to each question, or multiple-choice. While open-ended structured interviews do exist, they are less common.

Asking set questions in a set order allows you to easily compare responses between participants in a uniform context. This can help you see patterns and highlight areas for further research, and it can be a useful explanatory or exploratory research tool.

Structured interviews are best used when:

• You already have a very clear understanding of your topic, so you possess a baseline for designing strong structured questions.
• You are constrained in terms of time or resources and need to analyze your data efficiently.
• Your research question depends on strong parity between participants, with environmental conditions held constant.

A structured interview is straightforward to conduct and analyze. Asking the same set of questions mitigates potential biases and leads to fewer ambiguities in analysis. It is an undertaking you can likely handle as an individual, provided you remain organized.

Differences between different types of interviews

Make sure to choose the type of interview that suits your research best. This table shows the most important differences between the four types.

Reduced bias

Increased credibility, reliability and validity, simple, cost-effective and efficient, formal in nature, limited flexibility, limited scope.

It can be difficult to write structured interview questions that approximate exactly what you are seeking to measure. Here are a few tips for writing questions that contribute to high internal validity :

• Define exactly what you want to discover prior to drafting your questions. This will help you write questions that really zero in on participant responses.
• Avoid jargon, compound sentences, and complicated constructions.
• Be as clear and concise as possible, so that participants can answer your question immediately.
• Do you think that employers should provide free gym memberships?
• Did any of your previous employers provide free memberships?
• Does your current employer provide a free membership?
• a) 1 time; b) 2 times; c) 3 times; d) 4 or more times
• Do you enjoy going to the gym?

Structured interviews are among the most straightforward research methods to conduct and analyze. Once you’ve determined that they’re the right fit for your research topic , you can proceed with the following steps.

Step 1: Set your goals and objectives

Start with brainstorming some guiding questions to help you conceptualize your research question, such as:

• What are you trying to learn or achieve from a structured interview?
• Why are you choosing a structured interview as opposed to a different type of interview, or another research method?

If you have satisfying reasoning for proceeding with a structured interview, you can move on to designing your questions.

Step 2: Design your questions

Pay special attention to the order and wording of your structured interview questions . Remember that in a structured interview they must remain the same. Stick to closed-ended or very simple open-ended questions.

Step 3: Assemble your participants

Depending on your topic, there are a few sampling methods you can use, such as:

• Voluntary response sampling : For example, posting a flyer on campus and finding participants based on responses
• Convenience sampling of those who are most readily accessible to you, such as fellow students at your university
• Stratified sampling of a particular age, race, ethnicity, gender identity, or other characteristic of interest to you
• Judgment sampling of a specific set of participants that you already know you want to include

Step 4: Decide on your medium

Determine whether you will be conducting your interviews in person or whether your interview will take pen-and-paper format. If conducted live, you need to decide if you prefer to talk with participants in person, over the phone, or via video conferencing.

Step 5: Conduct your interviews

As you conduct your interviews, be very careful that all conditions remain as constant as possible.

• Ask your questions in the same order, and try to moderate your tone of voice and any responses to participants as much as you can.
• Pay special attention to your body language (e.g., nodding, raising eyebrows), as this can bias responses.

After you’re finished conducting your interviews, it’s time to analyze your results.

• Assign each of your participants a number or pseudonym for organizational purposes.
• Transcribe the recordings manually or with the help of transcription software.
• Conduct a content or thematic analysis to look for categories or patterns of responses. In most cases, it’s also possible to conduct a statistical analysis to test your hypotheses .

Transcribing interviews

If you have audio-recorded your interviews, you will likely have to transcribe them prior to conducting your analysis. In some cases, your supervisor might ask you to add the transcriptions in the appendix of your paper.

First, you will have to decide whether to conduct verbatim transcription or intelligent verbatim transcription. Do pauses, laughter, or filler words like “umm” or “like” affect your analysis and research conclusions?

• If so, conduct verbatim transcription and include them.
• If not, conduct intelligent verbatim transcription, which excludes fillers and fixes any grammar issues, and is often easier to analyze.

The transcription process is a great opportunity for you to cleanse your data as well, spotting and resolving any inconsistencies or errors that come up as you listen.

Coding and analyzing structured interviews

After transcribing, it’s time to conduct your thematic or content analysis . This often involves “coding” words, patterns, or themes, separating them into categories for more robust analysis.

Due to the closed-ended nature of many structured interviews, you will most likely be conducting content analysis, rather than thematic analysis.

• You quantify the categories you chose in the coding stage by counting the occurrence of the words, phrases, subjects or concepts you selected.
• After coding, you can organize and summarize the data using descriptive statistics .
• Next, inferential statistics allows you to come to conclusions about your hypotheses and make predictions for future research. 

When conducting content analysis, you can take an inductive or a deductive approach. With an inductive approach, you allow the data to determine your themes. A deductive approach is the opposite, and involves investigating whether your data confirm preconceived themes or ideas.

Content analysis has a systematic procedure that can easily be replicated , yielding high reliability to your results. However, keep in mind that while this approach reduces bias, it doesn’t eliminate it. Be vigilant about remaining objective here, even if your analysis does not confirm your hypotheses .

After your data analysis, the next step is to combine your findings into a research paper .

• Your methodology section describes how you collected the data (in this case, describing your structured interview process) and explains how you justify or conceptualize your analysis.
• Your discussion and results sections usually address each of your coded categories, describing each in turn, as well as how often they occurred.

If you conducted inferential statistics in addition to descriptive statistics, you would generally report the test statistic , p -value , and effect size in your results section. These values explain whether your results justify rejecting your null hypothesis and whether the result is practically significant .

You can then conclude with the main takeaways and avenues for further research.

Example of interview methodology for a research paper

Let’s say you are interested in healthcare on your campus. You attend a large public institution with a lot of international students, and you think there may be a difference in perceptions based on country of origin.

Specifically, you hypothesize that students coming from countries with single-payer or socialized healthcare will find US options less satisfying.

There is a large body of research available on this topic, so you decide to conduct structured interviews of your peers to see if there’s a difference between international students and local students.

You are a member of a large campus club that brings together international students and local students, and you send a message to the club to ask for volunteers.

Here are some questions you could ask:

• Do you find healthcare options on campus to be: excellent; good; fair; average; poor?
• Does your home country have socialized healthcare? Yes/No
• Are you on the campus healthcare plan? Yes/No
• Have you ever worried about your health insurance? Yes/No
• Have you ever had a serious health condition that insurance did not cover? Yes/No
• Have you ever been surprised or shocked by a medical bill? Yes/No

After conducting your interviews and transcribing your data, you can then conduct content analysis, coding responses into different categories. Since you began your research with the theory that international students may find US healthcare lacking, you would use the deductive approach to see if your hypotheses seem to hold true.

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

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

Research bias

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

A structured interview is a data collection method that relies on asking questions in a set order to collect data on a topic. They are often quantitative in nature. Structured interviews are best used when: 

• You already have a very clear understanding of your topic. Perhaps significant research has already been conducted, or you have done some prior research yourself, but you already possess a baseline for designing strong structured questions.
• You are constrained in terms of time or resources and need to analyze your data quickly and efficiently.

More flexible interview options include semi-structured interviews , unstructured interviews , and focus groups .

The four most common types of interviews are:

• Structured interviews : The questions are predetermined in both topic and order. 
• Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

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Healthy Living with Diabetes

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How can I plan what to eat or drink when I have diabetes?

How can physical activity help manage my diabetes, what can i do to reach or maintain a healthy weight, should i quit smoking, how can i take care of my mental health, clinical trials for healthy living with diabetes.

Healthy living is a way to manage diabetes . To have a healthy lifestyle, take steps now to plan healthy meals and snacks, do physical activities, get enough sleep, and quit smoking or using tobacco products.

Healthy living may help keep your body’s blood pressure , cholesterol , and blood glucose level, also called blood sugar level, in the range your primary health care professional recommends. Your primary health care professional may be a doctor, a physician assistant, or a nurse practitioner. Healthy living may also help prevent or delay health problems  from diabetes that can affect your heart, kidneys, eyes, brain, and other parts of your body.

Making lifestyle changes can be hard, but starting with small changes and building from there may benefit your health. You may want to get help from family, loved ones, friends, and other trusted people in your community. You can also get information from your health care professionals.

What you choose to eat, how much you eat, and when you eat are parts of a meal plan. Having healthy foods and drinks can help keep your blood glucose, blood pressure, and cholesterol levels in the ranges your health care professional recommends. If you have overweight or obesity, a healthy meal plan—along with regular physical activity, getting enough sleep, and other healthy behaviors—may help you reach and maintain a healthy weight. In some cases, health care professionals may also recommend diabetes medicines that may help you lose weight, or weight-loss surgery, also called metabolic and bariatric surgery.

Choose healthy foods and drinks

There is no right or wrong way to choose healthy foods and drinks that may help manage your diabetes. Healthy meal plans for people who have diabetes may include

• dairy or plant-based dairy products
• nonstarchy vegetables
• protein foods
• whole grains

Try to choose foods that include nutrients such as vitamins, calcium , fiber , and healthy fats . Also try to choose drinks with little or no added sugar , such as tap or bottled water, low-fat or non-fat milk, and unsweetened tea, coffee, or sparkling water.

Try to plan meals and snacks that have fewer

• foods high in saturated fat
• foods high in sodium, a mineral found in salt
• sugary foods , such as cookies and cakes, and sweet drinks, such as soda, juice, flavored coffee, and sports drinks

Your body turns carbohydrates , or carbs, from food into glucose, which can raise your blood glucose level. Some fruits, beans, and starchy vegetables—such as potatoes and corn—have more carbs than other foods. Keep carbs in mind when planning your meals.

You should also limit how much alcohol you drink. If you take insulin  or certain diabetes medicines , drinking alcohol can make your blood glucose level drop too low, which is called hypoglycemia . If you do drink alcohol, be sure to eat food when you drink and remember to check your blood glucose level after drinking. Talk with your health care team about your alcohol-drinking habits.

Find the best times to eat or drink

Talk with your health care professional or health care team about when you should eat or drink. The best time to have meals and snacks may depend on

• what medicines you take for diabetes
• what your level of physical activity or your work schedule is
• whether you have other health conditions or diseases

Ask your health care team if you should eat before, during, or after physical activity. Some diabetes medicines, such as sulfonylureas  or insulin, may make your blood glucose level drop too low during exercise or if you skip or delay a meal.

Plan how much to eat or drink

You may worry that having diabetes means giving up foods and drinks you enjoy. The good news is you can still have your favorite foods and drinks, but you might need to have them in smaller portions  or enjoy them less often.

For people who have diabetes, carb counting and the plate method are two common ways to plan how much to eat or drink. Talk with your health care professional or health care team to find a method that works for you.

Carb counting

Carbohydrate counting , or carb counting, means planning and keeping track of the amount of carbs you eat and drink in each meal or snack. Not all people with diabetes need to count carbs. However, if you take insulin, counting carbs can help you know how much insulin to take.

Plate method

The plate method helps you control portion sizes  without counting and measuring. This method divides a 9-inch plate into the following three sections to help you choose the types and amounts of foods to eat for each meal.

• Nonstarchy vegetables—such as leafy greens, peppers, carrots, or green beans—should make up half of your plate.
• Carb foods that are high in fiber—such as brown rice, whole grains, beans, or fruits—should make up one-quarter of your plate.
• Protein foods—such as lean meats, fish, dairy, or tofu or other soy products—should make up one quarter of your plate.

If you are not taking insulin, you may not need to count carbs when using the plate method.

Work with your health care team to create a meal plan that works for you. You may want to have a diabetes educator  or a registered dietitian  on your team. A registered dietitian can provide medical nutrition therapy , which includes counseling to help you create and follow a meal plan. Your health care team may be able to recommend other resources, such as a healthy lifestyle coach, to help you with making changes. Ask your health care team or your insurance company if your benefits include medical nutrition therapy or other diabetes care resources.

Talk with your health care professional before taking dietary supplements

There is no clear proof that specific foods, herbs, spices, or dietary supplements —such as vitamins or minerals—can help manage diabetes. Your health care professional may ask you to take vitamins or minerals if you can’t get enough from foods. Talk with your health care professional before you take any supplements, because some may cause side effects or affect how well your diabetes medicines work.

Research shows that regular physical activity helps people manage their diabetes and stay healthy. Benefits of physical activity may include

• lower blood glucose, blood pressure, and cholesterol levels
• better heart health
• healthier weight
• better mood and sleep
• better balance and memory

Talk with your health care professional before starting a new physical activity or changing how much physical activity you do. They may suggest types of activities based on your ability, schedule, meal plan, interests, and diabetes medicines. Your health care professional may also tell you the best times of day to be active or what to do if your blood glucose level goes out of the range recommended for you.

Do different types of physical activity

People with diabetes can be active, even if they take insulin or use technology such as insulin pumps .

Try to do different kinds of activities . While being more active may have more health benefits, any physical activity is better than none. Start slowly with activities you enjoy. You may be able to change your level of effort and try other activities over time. Having a friend or family member join you may help you stick to your routine.

The physical activities you do may need to be different if you are age 65 or older , are pregnant , or have a disability or health condition . Physical activities may also need to be different for children and teens . Ask your health care professional or health care team about activities that are safe for you.

Aerobic activities

Aerobic activities make you breathe harder and make your heart beat faster. You can try walking, dancing, wheelchair rolling, or swimming. Most adults should try to get at least 150 minutes of moderate-intensity physical activity each week. Aim to do 30 minutes a day on most days of the week. You don’t have to do all 30 minutes at one time. You can break up physical activity into small amounts during your day and still get the benefit. 1

Strength training or resistance training

Strength training or resistance training may make your muscles and bones stronger. You can try lifting weights or doing other exercises such as wall pushups or arm raises. Try to do this kind of training two times a week. 1

Balance and stretching activities

Balance and stretching activities may help you move better and have stronger muscles and bones. You may want to try standing on one leg or stretching your legs when sitting on the floor. Try to do these kinds of activities two or three times a week. 1

Some activities that need balance may be unsafe for people with nerve damage or vision problems caused by diabetes. Ask your health care professional or health care team about activities that are safe for you.

Stay safe during physical activity

Staying safe during physical activity is important. Here are some tips to keep in mind.

Drink liquids

Drinking liquids helps prevent dehydration , or the loss of too much water in your body. Drinking water is a way to stay hydrated. Sports drinks often have a lot of sugar and calories , and you don’t need them for most moderate physical activities.

Avoid low blood glucose

Check your blood glucose level before, during, and right after physical activity. Physical activity often lowers the level of glucose in your blood. Low blood glucose levels may last for hours or days after physical activity. You are most likely to have low blood glucose if you take insulin or some other diabetes medicines, such as sulfonylureas.

Ask your health care professional if you should take less insulin or eat carbs before, during, or after physical activity. Low blood glucose can be a serious medical emergency that must be treated right away. Take steps to protect yourself. You can learn how to treat low blood glucose , let other people know what to do if you need help, and use a medical alert bracelet.

Avoid high blood glucose and ketoacidosis

Taking less insulin before physical activity may help prevent low blood glucose, but it may also make you more likely to have high blood glucose. If your body does not have enough insulin, it can’t use glucose as a source of energy and will use fat instead. When your body uses fat for energy, your body makes chemicals called ketones .

High levels of ketones in your blood can lead to a condition called diabetic ketoacidosis (DKA) . DKA is a medical emergency that should be treated right away. DKA is most common in people with type 1 diabetes . Occasionally, DKA may affect people with type 2 diabetes  who have lost their ability to produce insulin. Ask your health care professional how much insulin you should take before physical activity, whether you need to test your urine for ketones, and what level of ketones is dangerous for you.

Take care of your feet

People with diabetes may have problems with their feet because high blood glucose levels can damage blood vessels and nerves. To help prevent foot problems, wear comfortable and supportive shoes and take care of your feet  before, during, and after physical activity.

If you have diabetes, managing your weight  may bring you several health benefits. Ask your health care professional or health care team if you are at a healthy weight  or if you should try to lose weight.

If you are an adult with overweight or obesity, work with your health care team to create a weight-loss plan. Losing 5% to 7% of your current weight may help you prevent or improve some health problems  and manage your blood glucose, cholesterol, and blood pressure levels. 2 If you are worried about your child’s weight  and they have diabetes, talk with their health care professional before your child starts a new weight-loss plan.

You may be able to reach and maintain a healthy weight by

• following a healthy meal plan
• consuming fewer calories
• being physically active
• getting 7 to 8 hours of sleep each night 3

If you have type 2 diabetes, your health care professional may recommend diabetes medicines that may help you lose weight.

Online tools such as the Body Weight Planner  may help you create eating and physical activity plans. You may want to talk with your health care professional about other options for managing your weight, including joining a weight-loss program  that can provide helpful information, support, and behavioral or lifestyle counseling. These options may have a cost, so make sure to check the details of the programs.

Your health care professional may recommend weight-loss surgery  if you aren’t able to reach a healthy weight with meal planning, physical activity, and taking diabetes medicines that help with weight loss.

If you are pregnant , trying to lose weight may not be healthy. However, you should ask your health care professional whether it makes sense to monitor or limit your weight gain during pregnancy.

Both diabetes and smoking —including using tobacco products and e-cigarettes—cause your blood vessels to narrow. Both diabetes and smoking increase your risk of having a heart attack or stroke , nerve damage , kidney disease , eye disease , or amputation . Secondhand smoke can also affect the health of your family or others who live with you.

If you smoke or use other tobacco products, stop. Ask for help . You don’t have to do it alone.

Feeling stressed, sad, or angry can be common for people with diabetes. Managing diabetes or learning to cope with new information about your health can be hard. People with chronic illnesses such as diabetes may develop anxiety or other mental health conditions .

Learn healthy ways to lower your stress , and ask for help from your health care team or a mental health professional. While it may be uncomfortable to talk about your feelings, finding a health care professional whom you trust and want to talk with may help you

• lower your feelings of stress, depression, or anxiety
• manage problems sleeping or remembering things
• see how diabetes affects your family, school, work, or financial situation

Ask your health care team for mental health resources for people with diabetes.

Sleeping too much or too little may raise your blood glucose levels. Your sleep habits may also affect your mental health and vice versa. People with diabetes and overweight or obesity can also have other health conditions that affect sleep, such as sleep apnea , which can raise your blood pressure and risk of heart disease.

NIDDK conducts and supports clinical trials in many diseases and conditions, including diabetes. The trials look to find new ways to prevent, detect, or treat disease and improve quality of life.

What are clinical trials for healthy living with diabetes?

Clinical trials—and other types of clinical studies —are part of medical research and involve people like you. When you volunteer to take part in a clinical study, you help health care professionals and researchers learn more about disease and improve health care for people in the future.

Researchers are studying many aspects of healthy living for people with diabetes, such as

• how changing when you eat may affect body weight and metabolism
• how less access to healthy foods may affect diabetes management, other health problems, and risk of dying
• whether low-carbohydrate meal plans can help lower blood glucose levels
• which diabetes medicines are more likely to help people lose weight

Find out if clinical trials are right for you .

Watch a video of NIDDK Director Dr. Griffin P. Rodgers explaining the importance of participating in clinical trials.

What clinical trials for healthy living with diabetes are looking for participants?

You can view a filtered list of clinical studies on healthy living with diabetes that are federally funded, open, and recruiting at www.ClinicalTrials.gov . You can expand or narrow the list to include clinical studies from industry, universities, and individuals; however, the National Institutes of Health does not review these studies and cannot ensure they are safe for you. Always talk with your primary health care professional before you participate in a clinical study.

This content is provided as a service of the National Institute of Diabetes and Digestive and Kidney Diseases (NIDDK), part of the National Institutes of Health. NIDDK translates and disseminates research findings to increase knowledge and understanding about health and disease among patients, health professionals, and the public. Content produced by NIDDK is carefully reviewed by NIDDK scientists and other experts.

NIDDK would like to thank: Elizabeth M. Venditti, Ph.D., University of Pittsburgh School of Medicine.