scope and limitation definition in research

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Scope and Delimitations – Explained & Example

• By DiscoverPhDs
• October 2, 2020

What Is Scope and Delimitation in Research?

The scope and delimitations of a thesis, dissertation or research paper define the topic and boundaries of the research problem to be investigated.

The scope details how in-depth your study is to explore the research question and the parameters in which it will operate in relation to the population and timeframe.

The delimitations of a study are the factors and variables not to be included in the investigation. In other words, they are the boundaries the researcher sets in terms of study duration, population size and type of participants, etc.

Difference Between Delimitations and Limitations

Delimitations refer to the boundaries of the research study, based on the researcher’s decision of what to include and what to exclude. They narrow your study to make it more manageable and relevant to what you are trying to prove.

Limitations relate to the validity and reliability of the study. They are characteristics of the research design or methodology that are out of your control but influence your research findings. Because of this, they determine the internal and external validity of your study and are considered potential weaknesses.

In other words, limitations are what the researcher cannot do (elements outside of their control) and delimitations are what the researcher will not do (elements outside of the boundaries they have set). Both are important because they help to put the research findings into context, and although they explain how the study is limited, they increase the credibility and validity of a research project.

Guidelines on How to Write a Scope

A good scope statement will answer the following six questions:

• Why – the general aims and objectives (purpose) of the research.
• What – the subject to be investigated, and the included variables.
• Where – the location or setting of the study, i.e. where the data will be gathered and to which entity the data will belong.
• When – the timeframe within which the data is to be collected.
• Who – the subject matter of the study and the population from which they will be selected. This population needs to be large enough to be able to make generalisations.
• How – how the research is to be conducted, including a description of the research design (e.g. whether it is experimental research, qualitative research or a case study), methodology, research tools and analysis techniques.

To make things as clear as possible, you should also state why specific variables were omitted from the research scope, and whether this was because it was a delimitation or a limitation. You should also explain why they could not be overcome with standard research methods backed up by scientific evidence.

How to Start Writing Your Study Scope

Use the below prompts as an effective way to start writing your scope:

• This study is to focus on…
• This study covers the…
• This study aims to…

Guidelines on How to Write Delimitations

Since the delimitation parameters are within the researcher’s control, readers need to know why they were set, what alternative options were available, and why these alternatives were rejected. For example, if you are collecting data that can be derived from three different but similar experiments, the reader needs to understand how and why you decided to select the one you have.

Your reasons should always be linked back to your research question, as all delimitations should result from trying to make your study more relevant to your scope. Therefore, the scope and delimitations are usually considered together when writing a paper.

How to Start Writing Your Study Delimitations

Use the below prompts as an effective way to start writing your study delimitations:

• This study does not cover…
• This study is limited to…
• The following has been excluded from this study…

Examples of Delimitation in Research

Examples of delimitations include:

• research objectives,
• research questions,
• research variables,
• target populations,
• statistical analysis techniques .

Examples of Limitations in Research

Examples of limitations include:

• Issues with sample and selection,
• Insufficient sample size, population traits or specific participants for statistical significance,
• Lack of previous research studies on the topic which has allowed for further analysis,
• Limitations in the technology/instruments used to collect your data,
• Limited financial resources and/or funding constraints.

Need to write a list of abbreviations for a thesis or dissertation? Read our post to find out where they go, what to include and how to format them.

Academic conferences are expensive and it can be tough finding the funds to go; this naturally leads to the question of are academic conferences worth it?

This post explains where and how to write the list of figures in your thesis or dissertation.

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The limitations of the study are those characteristics of design or methodology that impacted or influenced the interpretation of the findings from your research. Study limitations are the constraints placed on the ability to generalize from the results, to further describe applications to practice, and/or related to the utility of findings that are the result of the ways in which you initially chose to design the study or the method used to establish internal and external validity or the result of unanticipated challenges that emerged during the study.

Price, James H. and Judy Murnan. “Research Limitations and the Necessity of Reporting Them.” American Journal of Health Education 35 (2004): 66-67; Theofanidis, Dimitrios and Antigoni Fountouki. "Limitations and Delimitations in the Research Process." Perioperative Nursing 7 (September-December 2018): 155-163. .

Importance of...

Always acknowledge a study's limitations. It is far better that you identify and acknowledge your study’s limitations than to have them pointed out by your professor and have your grade lowered because you appeared to have ignored them or didn't realize they existed.

Keep in mind that acknowledgment of a study's limitations is an opportunity to make suggestions for further research. If you do connect your study's limitations to suggestions for further research, be sure to explain the ways in which these unanswered questions may become more focused because of your study.

Acknowledgment of a study's limitations also provides you with opportunities to demonstrate that you have thought critically about the research problem, understood the relevant literature published about it, and correctly assessed the methods chosen for studying the problem. A key objective of the research process is not only discovering new knowledge but also to confront assumptions and explore what we don't know.

Claiming limitations is a subjective process because you must evaluate the impact of those limitations . Don't just list key weaknesses and the magnitude of a study's limitations. To do so diminishes the validity of your research because it leaves the reader wondering whether, or in what ways, limitation(s) in your study may have impacted the results and conclusions. Limitations require a critical, overall appraisal and interpretation of their impact. You should answer the question: do these problems with errors, methods, validity, etc. eventually matter and, if so, to what extent?

Price, James H. and Judy Murnan. “Research Limitations and the Necessity of Reporting Them.” American Journal of Health Education 35 (2004): 66-67; Structure: How to Structure the Research Limitations Section of Your Dissertation. Dissertations and Theses: An Online Textbook. Laerd.com.

Descriptions of Possible Limitations

All studies have limitations . However, it is important that you restrict your discussion to limitations related to the research problem under investigation. For example, if a meta-analysis of existing literature is not a stated purpose of your research, it should not be discussed as a limitation. Do not apologize for not addressing issues that you did not promise to investigate in the introduction of your paper.

Here are examples of limitations related to methodology and the research process you may need to describe and discuss how they possibly impacted your results. Note that descriptions of limitations should be stated in the past tense because they were discovered after you completed your research.

Possible Methodological Limitations

• Sample size -- the number of the units of analysis you use in your study is dictated by the type of research problem you are investigating. Note that, if your sample size is too small, it will be difficult to find significant relationships from the data, as statistical tests normally require a larger sample size to ensure a representative distribution of the population and to be considered representative of groups of people to whom results will be generalized or transferred. Note that sample size is generally less relevant in qualitative research if explained in the context of the research problem.
• Lack of available and/or reliable data -- a lack of data or of reliable data will likely require you to limit the scope of your analysis, the size of your sample, or it can be a significant obstacle in finding a trend and a meaningful relationship. You need to not only describe these limitations but provide cogent reasons why you believe data is missing or is unreliable. However, don’t just throw up your hands in frustration; use this as an opportunity to describe a need for future research based on designing a different method for gathering data.
• Lack of prior research studies on the topic -- citing prior research studies forms the basis of your literature review and helps lay a foundation for understanding the research problem you are investigating. Depending on the currency or scope of your research topic, there may be little, if any, prior research on your topic. Before assuming this to be true, though, consult with a librarian! In cases when a librarian has confirmed that there is little or no prior research, you may be required to develop an entirely new research typology [for example, using an exploratory rather than an explanatory research design ]. Note again that discovering a limitation can serve as an important opportunity to identify new gaps in the literature and to describe the need for further research.
• Measure used to collect the data -- sometimes it is the case that, after completing your interpretation of the findings, you discover that the way in which you gathered data inhibited your ability to conduct a thorough analysis of the results. For example, you regret not including a specific question in a survey that, in retrospect, could have helped address a particular issue that emerged later in the study. Acknowledge the deficiency by stating a need for future researchers to revise the specific method for gathering data.
• Self-reported data -- whether you are relying on pre-existing data or you are conducting a qualitative research study and gathering the data yourself, self-reported data is limited by the fact that it rarely can be independently verified. In other words, you have to the accuracy of what people say, whether in interviews, focus groups, or on questionnaires, at face value. However, self-reported data can contain several potential sources of bias that you should be alert to and note as limitations. These biases become apparent if they are incongruent with data from other sources. These are: (1) selective memory [remembering or not remembering experiences or events that occurred at some point in the past]; (2) telescoping [recalling events that occurred at one time as if they occurred at another time]; (3) attribution [the act of attributing positive events and outcomes to one's own agency, but attributing negative events and outcomes to external forces]; and, (4) exaggeration [the act of representing outcomes or embellishing events as more significant than is actually suggested from other data].

Possible Limitations of the Researcher

• Access -- if your study depends on having access to people, organizations, data, or documents and, for whatever reason, access is denied or limited in some way, the reasons for this needs to be described. Also, include an explanation why being denied or limited access did not prevent you from following through on your study.
• Longitudinal effects -- unlike your professor, who can literally devote years [even a lifetime] to studying a single topic, the time available to investigate a research problem and to measure change or stability over time is constrained by the due date of your assignment. Be sure to choose a research problem that does not require an excessive amount of time to complete the literature review, apply the methodology, and gather and interpret the results. If you're unsure whether you can complete your research within the confines of the assignment's due date, talk to your professor.
• Cultural and other type of bias -- we all have biases, whether we are conscience of them or not. Bias is when a person, place, event, or thing is viewed or shown in a consistently inaccurate way. Bias is usually negative, though one can have a positive bias as well, especially if that bias reflects your reliance on research that only support your hypothesis. When proof-reading your paper, be especially critical in reviewing how you have stated a problem, selected the data to be studied, what may have been omitted, the manner in which you have ordered events, people, or places, how you have chosen to represent a person, place, or thing, to name a phenomenon, or to use possible words with a positive or negative connotation. NOTE :   If you detect bias in prior research, it must be acknowledged and you should explain what measures were taken to avoid perpetuating that bias. For example, if a previous study only used boys to examine how music education supports effective math skills, describe how your research expands the study to include girls.
• Fluency in a language -- if your research focuses , for example, on measuring the perceived value of after-school tutoring among Mexican-American ESL [English as a Second Language] students and you are not fluent in Spanish, you are limited in being able to read and interpret Spanish language research studies on the topic or to speak with these students in their primary language. This deficiency should be acknowledged.

Aguinis, Hermam and Jeffrey R. Edwards. “Methodological Wishes for the Next Decade and How to Make Wishes Come True.” Journal of Management Studies 51 (January 2014): 143-174; Brutus, Stéphane et al. "Self-Reported Limitations and Future Directions in Scholarly Reports: Analysis and Recommendations." Journal of Management 39 (January 2013): 48-75; Senunyeme, Emmanuel K. Business Research Methods. Powerpoint Presentation. Regent University of Science and Technology; ter Riet, Gerben et al. “All That Glitters Isn't Gold: A Survey on Acknowledgment of Limitations in Biomedical Studies.” PLOS One 8 (November 2013): 1-6.

Structure and Writing Style

Information about the limitations of your study are generally placed either at the beginning of the discussion section of your paper so the reader knows and understands the limitations before reading the rest of your analysis of the findings, or, the limitations are outlined at the conclusion of the discussion section as an acknowledgement of the need for further study. Statements about a study's limitations should not be buried in the body [middle] of the discussion section unless a limitation is specific to something covered in that part of the paper. If this is the case, though, the limitation should be reiterated at the conclusion of the section.

If you determine that your study is seriously flawed due to important limitations , such as, an inability to acquire critical data, consider reframing it as an exploratory study intended to lay the groundwork for a more complete research study in the future. Be sure, though, to specifically explain the ways that these flaws can be successfully overcome in a new study.

But, do not use this as an excuse for not developing a thorough research paper! Review the tab in this guide for developing a research topic . If serious limitations exist, it generally indicates a likelihood that your research problem is too narrowly defined or that the issue or event under study is too recent and, thus, very little research has been written about it. If serious limitations do emerge, consult with your professor about possible ways to overcome them or how to revise your study.

When discussing the limitations of your research, be sure to:

• Describe each limitation in detailed but concise terms;
• Explain why each limitation exists;
• Provide the reasons why each limitation could not be overcome using the method(s) chosen to acquire or gather the data [cite to other studies that had similar problems when possible];
• Assess the impact of each limitation in relation to the overall findings and conclusions of your study; and,
• If appropriate, describe how these limitations could point to the need for further research.

Remember that the method you chose may be the source of a significant limitation that has emerged during your interpretation of the results [for example, you didn't interview a group of people that you later wish you had]. If this is the case, don't panic. Acknowledge it, and explain how applying a different or more robust methodology might address the research problem more effectively in a future study. A underlying goal of scholarly research is not only to show what works, but to demonstrate what doesn't work or what needs further clarification.

Aguinis, Hermam and Jeffrey R. Edwards. “Methodological Wishes for the Next Decade and How to Make Wishes Come True.” Journal of Management Studies 51 (January 2014): 143-174; Brutus, Stéphane et al. "Self-Reported Limitations and Future Directions in Scholarly Reports: Analysis and Recommendations." Journal of Management 39 (January 2013): 48-75; Ioannidis, John P.A. "Limitations are not Properly Acknowledged in the Scientific Literature." Journal of Clinical Epidemiology 60 (2007): 324-329; Pasek, Josh. Writing the Empirical Social Science Research Paper: A Guide for the Perplexed. January 24, 2012. Academia.edu; Structure: How to Structure the Research Limitations Section of Your Dissertation. Dissertations and Theses: An Online Textbook. Laerd.com; What Is an Academic Paper? Institute for Writing Rhetoric. Dartmouth College; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University.

Writing Tip

Don't Inflate the Importance of Your Findings!

After all the hard work and long hours devoted to writing your research paper, it is easy to get carried away with attributing unwarranted importance to what you’ve done. We all want our academic work to be viewed as excellent and worthy of a good grade, but it is important that you understand and openly acknowledge the limitations of your study. Inflating the importance of your study's findings could be perceived by your readers as an attempt hide its flaws or encourage a biased interpretation of the results. A small measure of humility goes a long way!

Another Writing Tip

Negative Results are Not a Limitation!

Negative evidence refers to findings that unexpectedly challenge rather than support your hypothesis. If you didn't get the results you anticipated, it may mean your hypothesis was incorrect and needs to be reformulated. Or, perhaps you have stumbled onto something unexpected that warrants further study. Moreover, the absence of an effect may be very telling in many situations, particularly in experimental research designs. In any case, your results may very well be of importance to others even though they did not support your hypothesis. Do not fall into the trap of thinking that results contrary to what you expected is a limitation to your study. If you carried out the research well, they are simply your results and only require additional interpretation.

Lewis, George H. and Jonathan F. Lewis. “The Dog in the Night-Time: Negative Evidence in Social Research.” The British Journal of Sociology 31 (December 1980): 544-558.

Yet Another Writing Tip

Sample Size Limitations in Qualitative Research

Sample sizes are typically smaller in qualitative research because, as the study goes on, acquiring more data does not necessarily lead to more information. This is because one occurrence of a piece of data, or a code, is all that is necessary to ensure that it becomes part of the analysis framework. However, it remains true that sample sizes that are too small cannot adequately support claims of having achieved valid conclusions and sample sizes that are too large do not permit the deep, naturalistic, and inductive analysis that defines qualitative inquiry. Determining adequate sample size in qualitative research is ultimately a matter of judgment and experience in evaluating the quality of the information collected against the uses to which it will be applied and the particular research method and purposeful sampling strategy employed. If the sample size is found to be a limitation, it may reflect your judgment about the methodological technique chosen [e.g., single life history study versus focus group interviews] rather than the number of respondents used.

Boddy, Clive Roland. "Sample Size for Qualitative Research." Qualitative Market Research: An International Journal 19 (2016): 426-432; Huberman, A. Michael and Matthew B. Miles. "Data Management and Analysis Methods." In Handbook of Qualitative Research . Norman K. Denzin and Yvonna S. Lincoln, eds. (Thousand Oaks, CA: Sage, 1994), pp. 428-444; Blaikie, Norman. "Confounding Issues Related to Determining Sample Size in Qualitative Research." International Journal of Social Research Methodology 21 (2018): 635-641; Oppong, Steward Harrison. "The Problem of Sampling in qualitative Research." Asian Journal of Management Sciences and Education 2 (2013): 202-210.

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How to Write Limitations of the Study (with examples)

This blog emphasizes the importance of recognizing and effectively writing about limitations in research. It discusses the types of limitations, their significance, and provides guidelines for writing about them, highlighting their role in advancing scholarly research.

Updated on August 24, 2023

No matter how well thought out, every research endeavor encounters challenges. There is simply no way to predict all possible variances throughout the process.

These uncharted boundaries and abrupt constraints are known as limitations in research . Identifying and acknowledging limitations is crucial for conducting rigorous studies. Limitations provide context and shed light on gaps in the prevailing inquiry and literature.

This article explores the importance of recognizing limitations and discusses how to write them effectively. By interpreting limitations in research and considering prevalent examples, we aim to reframe the perception from shameful mistakes to respectable revelations.

What are limitations in research?

In the clearest terms, research limitations are the practical or theoretical shortcomings of a study that are often outside of the researcher’s control . While these weaknesses limit the generalizability of a study’s conclusions, they also present a foundation for future research.

Sometimes limitations arise from tangible circumstances like time and funding constraints, or equipment and participant availability. Other times the rationale is more obscure and buried within the research design. Common types of limitations and their ramifications include:

• Theoretical: limits the scope, depth, or applicability of a study.
• Methodological: limits the quality, quantity, or diversity of the data.
• Empirical: limits the representativeness, validity, or reliability of the data.
• Analytical: limits the accuracy, completeness, or significance of the findings.
• Ethical: limits the access, consent, or confidentiality of the data.

Regardless of how, when, or why they arise, limitations are a natural part of the research process and should never be ignored . Like all other aspects, they are vital in their own purpose.

Why is identifying limitations important?

Whether to seek acceptance or avoid struggle, humans often instinctively hide flaws and mistakes. Merging this thought process into research by attempting to hide limitations, however, is a bad idea. It has the potential to negate the validity of outcomes and damage the reputation of scholars.

By identifying and addressing limitations throughout a project, researchers strengthen their arguments and curtail the chance of peer censure based on overlooked mistakes. Pointing out these flaws shows an understanding of variable limits and a scrupulous research process.

Showing awareness of and taking responsibility for a project’s boundaries and challenges validates the integrity and transparency of a researcher. It further demonstrates the researchers understand the applicable literature and have thoroughly evaluated their chosen research methods.

Presenting limitations also benefits the readers by providing context for research findings. It guides them to interpret the project’s conclusions only within the scope of very specific conditions. By allowing for an appropriate generalization of the findings that is accurately confined by research boundaries and is not too broad, limitations boost a study’s credibility .

Limitations are true assets to the research process. They highlight opportunities for future research. When researchers identify the limitations of their particular approach to a study question, they enable precise transferability and improve chances for reproducibility. 

Simply stating a project’s limitations is not adequate for spurring further research, though. To spark the interest of other researchers, these acknowledgements must come with thorough explanations regarding how the limitations affected the current study and how they can potentially be overcome with amended methods.

How to write limitations

Typically, the information about a study’s limitations is situated either at the beginning of the discussion section to provide context for readers or at the conclusion of the discussion section to acknowledge the need for further research. However, it varies depending upon the target journal or publication guidelines. 

Don’t hide your limitations

It is also important to not bury a limitation in the body of the paper unless it has a unique connection to a topic in that section. If so, it needs to be reiterated with the other limitations or at the conclusion of the discussion section. Wherever it is included in the manuscript, ensure that the limitations section is prominently positioned and clearly introduced.

While maintaining transparency by disclosing limitations means taking a comprehensive approach, it is not necessary to discuss everything that could have potentially gone wrong during the research study. If there is no commitment to investigation in the introduction, it is unnecessary to consider the issue a limitation to the research. Wholly consider the term ‘limitations’ and ask, “Did it significantly change or limit the possible outcomes?” Then, qualify the occurrence as either a limitation to include in the current manuscript or as an idea to note for other projects. 

Writing limitations

Once the limitations are concretely identified and it is decided where they will be included in the paper, researchers are ready for the writing task. Including only what is pertinent, keeping explanations detailed but concise, and employing the following guidelines is key for crafting valuable limitations:

1) Identify and describe the limitations : Clearly introduce the limitation by classifying its form and specifying its origin. For example:

• An unintentional bias encountered during data collection
• An intentional use of unplanned post-hoc data analysis

2) Explain the implications : Describe how the limitation potentially influences the study’s findings and how the validity and generalizability are subsequently impacted. Provide examples and evidence to support claims of the limitations’ effects without making excuses or exaggerating their impact. Overall, be transparent and objective in presenting the limitations, without undermining the significance of the research. 

3) Provide alternative approaches for future studies : Offer specific suggestions for potential improvements or avenues for further investigation. Demonstrate a proactive approach by encouraging future research that addresses the identified gaps and, therefore, expands the knowledge base.

Whether presenting limitations as an individual section within the manuscript or as a subtopic in the discussion area, authors should use clear headings and straightforward language to facilitate readability. There is no need to complicate limitations with jargon, computations, or complex datasets.

Examples of common limitations

Limitations are generally grouped into two categories , methodology and research process .

Methodology limitations

Methodology may include limitations due to:

• Sample size
• Lack of available or reliable data
• Lack of prior research studies on the topic
• Measure used to collect the data
• Self-reported data

The researcher is addressing how the large sample size requires a reassessment of the measures used to collect and analyze the data.

Research process limitations

Limitations during the research process may arise from:

• Access to information
• Longitudinal effects
• Cultural and other biases
• Language fluency
• Time constraints

The author is pointing out that the model’s estimates are based on potentially biased observational studies.

Final thoughts

Successfully proving theories and touting great achievements are only two very narrow goals of scholarly research. The true passion and greatest efforts of researchers comes more in the form of confronting assumptions and exploring the obscure.

In many ways, recognizing and sharing the limitations of a research study both allows for and encourages this type of discovery that continuously pushes research forward. By using limitations to provide a transparent account of the project's boundaries and to contextualize the findings, researchers pave the way for even more robust and impactful research in the future.

Charla Viera, MS

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Research Limitations & Delimitations

What they are and how they’re different (with examples)

By: Derek Jansen (MBA) | Expert Reviewed By: David Phair (PhD) | September 2022

If you’re new to the world of research, you’ve probably heard the terms “ research limitations ” and “ research delimitations ” being thrown around, often quite loosely. In this post, we’ll unpack what both of these mean, how they’re similar and how they’re different – so that you can write up these sections the right way.

Overview: Limitations vs Delimitations

• Are they the same?
• What are research limitations
• What are research delimitations
• Limitations vs delimitations

First things first…

Let’s start with the most important takeaway point of this post – research limitations and research delimitations are not the same – but they are related to each other (we’ll unpack that a little later). So, if you hear someone using these two words interchangeably, be sure to share this post with them!

Research Limitations

Research limitations are, at the simplest level, the weaknesses of the study, based on factors that are often outside of your control as the researcher. These factors could include things like time , access to funding, equipment , data or participants . For example, if you weren’t able to access a random sample of participants for your study and had to adopt a convenience sampling strategy instead, that would impact the generalizability of your findings and therefore reflect a limitation of your study.

Research limitations can also emerge from the research design itself . For example, if you were undertaking a correlational study, you wouldn’t be able to infer causality (since correlation doesn’t mean certain causation). Similarly, if you utilised online surveys to collect data from your participants, you naturally wouldn’t be able to get the same degree of rich data that you would from in-person interviews .

Simply put, research limitations reflect the shortcomings of a study , based on practical (or theoretical) constraints that the researcher faced. These shortcomings limit what you can conclude from a study, but at the same time, present a foundation for future research . Importantly, all research has limitations , so there’s no need to hide anything here – as long as you discuss how the limitations might affect your findings, it’s all good.

Research Delimitations

Alright, now that we’ve unpacked the limitations, let’s move on to the delimitations .

Research delimitations are similar to limitations in that they also “ limit ” the study, but their focus is entirely different. Specifically, the delimitations of a study refer to the scope of the research aims and research questions . In other words, delimitations reflect the choices you, as the researcher, intentionally make in terms of what you will and won’t try to achieve with your study. In other words, what your research aims and research questions will and won’t include.

As we’ve spoken about many times before, it’s important to have a tight, narrow focus for your research, so that you can dive deeply into your topic, apply your energy to one specific area and develop meaningful insights. If you have an overly broad scope or unfocused topic, your research will often pull in multiple, even opposing directions, and you’ll just land up with a muddy mess of findings .

So, the delimitations section is where you’ll clearly state what your research aims and research questions will focus on – and just as importantly, what they will exclude . For example, you might investigate a widespread phenomenon, but choose to focus your study on a specific age group, ethnicity or gender. Similarly, your study may focus exclusively on one country, city or even organization. As long as the scope is well justified (in other words, it represents a novel, valuable research topic), this is perfectly acceptable – in fact, it’s essential. Remember, focus is your friend.

Need a helping hand?

Conclusion: Limitations vs Delimitations

Ok, so let’s recap.

Research limitations and research delimitations are related in that they both refer to “limits” within a study. But, they are distinctly different. Limitations reflect the shortcomings of your study, based on practical or theoretical constraints that you faced.

Contrasted to that, delimitations reflect the choices that you made in terms of the focus and scope of your research aims and research questions. If you want to learn more about research aims and questions, you can check out this video post , where we unpack those concepts in detail.

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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17 Comments

Good clarification of ideas on how a researcher ought to do during Process of choice

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I would like you to assist me please. If in my Research, I interviewed some participants and I submitted Questionnaires to other participants to answered to the questions, in the same organization, Is this a Qualitative methodology , a Quantitative Methodology or is it a Mixture Methodology I have used in my research? Please help me

How do I cite this article in APA format

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Getting more clear regarding Limitations and Delimitation and concepts

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Very good explained

Great and clear explanation, after a long confusion period on the two words, i can now explain to someone with ease.

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Home » Limitations in Research – Types, Examples and Writing Guide

Limitations in Research – Types, Examples and Writing Guide

Table of Contents

Limitations in Research

Limitations in research refer to the factors that may affect the results, conclusions , and generalizability of a study. These limitations can arise from various sources, such as the design of the study, the sampling methods used, the measurement tools employed, and the limitations of the data analysis techniques.

Types of Limitations in Research

Types of Limitations in Research are as follows:

Sample Size Limitations

This refers to the size of the group of people or subjects that are being studied. If the sample size is too small, then the results may not be representative of the population being studied. This can lead to a lack of generalizability of the results.

Time Limitations

Time limitations can be a constraint on the research process . This could mean that the study is unable to be conducted for a long enough period of time to observe the long-term effects of an intervention, or to collect enough data to draw accurate conclusions.

Selection Bias

This refers to a type of bias that can occur when the selection of participants in a study is not random. This can lead to a biased sample that is not representative of the population being studied.

Confounding Variables

Confounding variables are factors that can influence the outcome of a study, but are not being measured or controlled for. These can lead to inaccurate conclusions or a lack of clarity in the results.

Measurement Error

This refers to inaccuracies in the measurement of variables, such as using a faulty instrument or scale. This can lead to inaccurate results or a lack of validity in the study.

Ethical Limitations

Ethical limitations refer to the ethical constraints placed on research studies. For example, certain studies may not be allowed to be conducted due to ethical concerns, such as studies that involve harm to participants.

Examples of Limitations in Research

Some Examples of Limitations in Research are as follows:

Research Title: “The Effectiveness of Machine Learning Algorithms in Predicting Customer Behavior”

Limitations:

• The study only considered a limited number of machine learning algorithms and did not explore the effectiveness of other algorithms.
• The study used a specific dataset, which may not be representative of all customer behaviors or demographics.
• The study did not consider the potential ethical implications of using machine learning algorithms in predicting customer behavior.

Research Title: “The Impact of Online Learning on Student Performance in Computer Science Courses”

• The study was conducted during the COVID-19 pandemic, which may have affected the results due to the unique circumstances of remote learning.
• The study only included students from a single university, which may limit the generalizability of the findings to other institutions.
• The study did not consider the impact of individual differences, such as prior knowledge or motivation, on student performance in online learning environments.

Research Title: “The Effect of Gamification on User Engagement in Mobile Health Applications”

• The study only tested a specific gamification strategy and did not explore the effectiveness of other gamification techniques.
• The study relied on self-reported measures of user engagement, which may be subject to social desirability bias or measurement errors.
• The study only included a specific demographic group (e.g., young adults) and may not be generalizable to other populations with different preferences or needs.

How to Write Limitations in Research

When writing about the limitations of a research study, it is important to be honest and clear about the potential weaknesses of your work. Here are some tips for writing about limitations in research:

• Identify the limitations: Start by identifying the potential limitations of your research. These may include sample size, selection bias, measurement error, or other issues that could affect the validity and reliability of your findings.
• Be honest and objective: When describing the limitations of your research, be honest and objective. Do not try to minimize or downplay the limitations, but also do not exaggerate them. Be clear and concise in your description of the limitations.
• Provide context: It is important to provide context for the limitations of your research. For example, if your sample size was small, explain why this was the case and how it may have affected your results. Providing context can help readers understand the limitations in a broader context.
• Discuss implications : Discuss the implications of the limitations for your research findings. For example, if there was a selection bias in your sample, explain how this may have affected the generalizability of your findings. This can help readers understand the limitations in terms of their impact on the overall validity of your research.
• Provide suggestions for future research : Finally, provide suggestions for future research that can address the limitations of your study. This can help readers understand how your research fits into the broader field and can provide a roadmap for future studies.

Purpose of Limitations in Research

There are several purposes of limitations in research. Here are some of the most important ones:

• To acknowledge the boundaries of the study : Limitations help to define the scope of the research project and set realistic expectations for the findings. They can help to clarify what the study is not intended to address.
• To identify potential sources of bias: Limitations can help researchers identify potential sources of bias in their research design, data collection, or analysis. This can help to improve the validity and reliability of the findings.
• To provide opportunities for future research: Limitations can highlight areas for future research and suggest avenues for further exploration. This can help to advance knowledge in a particular field.
• To demonstrate transparency and accountability: By acknowledging the limitations of their research, researchers can demonstrate transparency and accountability to their readers, peers, and funders. This can help to build trust and credibility in the research community.
• To encourage critical thinking: Limitations can encourage readers to critically evaluate the study’s findings and consider alternative explanations or interpretations. This can help to promote a more nuanced and sophisticated understanding of the topic under investigation.

When to Write Limitations in Research

Limitations should be included in research when they help to provide a more complete understanding of the study’s results and implications. A limitation is any factor that could potentially impact the accuracy, reliability, or generalizability of the study’s findings.

It is important to identify and discuss limitations in research because doing so helps to ensure that the results are interpreted appropriately and that any conclusions drawn are supported by the available evidence. Limitations can also suggest areas for future research, highlight potential biases or confounding factors that may have affected the results, and provide context for the study’s findings.

Generally, limitations should be discussed in the conclusion section of a research paper or thesis, although they may also be mentioned in other sections, such as the introduction or methods. The specific limitations that are discussed will depend on the nature of the study, the research question being investigated, and the data that was collected.

Examples of limitations that might be discussed in research include sample size limitations, data collection methods, the validity and reliability of measures used, and potential biases or confounding factors that could have affected the results. It is important to note that limitations should not be used as a justification for poor research design or methodology, but rather as a way to enhance the understanding and interpretation of the study’s findings.

Importance of Limitations in Research

Here are some reasons why limitations are important in research:

• Enhances the credibility of research: Limitations highlight the potential weaknesses and threats to validity, which helps readers to understand the scope and boundaries of the study. This improves the credibility of research by acknowledging its limitations and providing a clear picture of what can and cannot be concluded from the study.
• Facilitates replication: By highlighting the limitations, researchers can provide detailed information about the study’s methodology, data collection, and analysis. This information helps other researchers to replicate the study and test the validity of the findings, which enhances the reliability of research.
• Guides future research : Limitations provide insights into areas for future research by identifying gaps or areas that require further investigation. This can help researchers to design more comprehensive and effective studies that build on existing knowledge.
• Provides a balanced view: Limitations help to provide a balanced view of the research by highlighting both strengths and weaknesses. This ensures that readers have a clear understanding of the study’s limitations and can make informed decisions about the generalizability and applicability of the findings.

Advantages of Limitations in Research

Here are some potential advantages of limitations in research:

• Focus : Limitations can help researchers focus their study on a specific area or population, which can make the research more relevant and useful.
• Realism : Limitations can make a study more realistic by reflecting the practical constraints and challenges of conducting research in the real world.
• Innovation : Limitations can spur researchers to be more innovative and creative in their research design and methodology, as they search for ways to work around the limitations.
• Rigor : Limitations can actually increase the rigor and credibility of a study, as researchers are forced to carefully consider the potential sources of bias and error, and address them to the best of their abilities.
• Generalizability : Limitations can actually improve the generalizability of a study by ensuring that it is not overly focused on a specific sample or situation, and that the results can be applied more broadly.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Research Limitations: A Comprehensive Guide

Embarking on a research journey is an exciting endeavor, but every study has its boundaries and constraints. Understanding and transparently acknowledging these limitations is a crucial aspect of scholarly work. In this guide, we'll explore the concept of research limitations, why they matter, and how to effectively address and navigate them in your academic endeavors.

1. Defining Research Limitations:

• Definition: Research limitations are the constraints or shortcomings that affect the scope, applicability, and generalizability of a study.
• Inherent in Research: Every research project, regardless of its scale or significance, possesses limitations.

2. Types of Research Limitations:

• Methodological Limitations: Constraints related to the research design, data collection methods, or analytical techniques.
• Sampling Limitations: Issues associated with the representativeness or size of the study sample.
• Contextual Limitations: Restrictions stemming from the specific time, place, or cultural context of the study.
• Resource Limitations: Constraints related to time, budget, or access to necessary resources.

3. Why Acknowledge Limitations?

• Transparency: Acknowledging limitations demonstrates transparency and honesty in your research.
• Robustness of Findings: Recognizing limitations adds nuance to your findings, making them more robust.
• Future Research Directions: Addressing limitations provides a foundation for future researchers to build upon.

4. Identifying Research Limitations:

• Reflect on Methodology: Consider the strengths and weaknesses of your research design, data collection methods, and analysis.
• Examine Sample Characteristics: Evaluate the representativeness and size of your study sample.
• Consider External Factors: Assess external factors that may impact the generalizability of your findings.

5. How to Address Limitations:

• In the Methodology Section: Clearly articulate limitations in the methodology section of your research paper.
• Offer Solutions: If possible, propose ways to mitigate or address identified limitations.
• Future Research Suggestions: Use limitations as a springboard to suggest areas for future research.

6. Common Phrases to Express Limitations:

• "This study is not without limitations."
• "One limitation of our research is..."
• "It is important to acknowledge the constraints of this study, including..."

7. Examples of Addressing Limitations:

• Example 1 (Methodological): "While our survey provided valuable insights, the reliance on self-reported data introduces the possibility of response bias."
• Example 2 (Sampling): "The small sample size of our study limits the generalizability of our findings to a broader population."
• Example 3 (Resource): "Due to budget constraints, our research was limited to a single geographical location, potentially impacting the external validity."

8. Balancing Strengths and Limitations:

• Emphasize Contributions: Highlight the contributions and strengths of your research alongside the limitations.
• Maintain a Positive Tone: Discuss limitations objectively without undermining the significance of your study.

9. Feedback and Peer Review:

• Seek Feedback: Share your research with peers or mentors to gain valuable insights.
• Peer Review: Embrace the feedback received during the peer-review process to enhance the robustness of your work.

10. Continuous Reflection:

• Throughout the Research Process: Continuously reflect on potential limitations during the entire research process.
• Adjust as Needed: Be willing to adjust your approach as you encounter unforeseen challenges.

Conclusion:

Understanding and effectively addressing research limitations is a hallmark of rigorous and responsible scholarship. By openly acknowledging these constraints, you not only enhance the credibility of your work but also contribute to the broader academic discourse. Embrace the nuances of your research journey, navigate its limitations thoughtfully, and pave the way for future investigations.

Related Guides

Writing Limitations of Research Study — 4 Reasons Why It Is Important!

It is not unusual for researchers to come across the term limitations of research during their academic paper writing. More often this is interpreted as something terrible. However, when it comes to research study, limitations can help structure the research study better. Therefore, do not underestimate significance of limitations of research study.

Allow us to take you through the context of how to evaluate the limits of your research and conclude an impactful relevance to your results.

Table of Contents

What Are the Limitations of a Research Study?

Every research has its limit and these limitations arise due to restrictions in methodology or research design.  This could impact your entire research or the research paper you wish to publish. Unfortunately, most researchers choose not to discuss their limitations of research fearing it will affect the value of their article in the eyes of readers.

However, it is very important to discuss your study limitations and show it to your target audience (other researchers, journal editors, peer reviewers etc.). It is very important that you provide an explanation of how your research limitations may affect the conclusions and opinions drawn from your research. Moreover, when as an author you state the limitations of research, it shows that you have investigated all the weaknesses of your study and have a deep understanding of the subject. Being honest could impress your readers and mark your study as a sincere effort in research.

Why and Where Should You Include the Research Limitations?

The main goal of your research is to address your research objectives. Conduct experiments, get results and explain those results, and finally justify your research question . It is best to mention the limitations of research in the discussion paragraph of your research article.

At the very beginning of this paragraph, immediately after highlighting the strengths of the research methodology, you should write down your limitations. You can discuss specific points from your research limitations as suggestions for further research in the conclusion of your thesis.

1. Common Limitations of the Researchers

Limitations that are related to the researcher must be mentioned. This will help you gain transparency with your readers. Furthermore, you could provide suggestions on decreasing these limitations in you and your future studies.

2. Limited Access to Information

Your work may involve some institutions and individuals in research, and sometimes you may have problems accessing these institutions. Therefore, you need to redesign and rewrite your work. You must explain your readers the reason for limited access.

3. Limited Time

All researchers are bound by their deadlines when it comes to completing their studies. Sometimes, time constraints can affect your research negatively. However, the best practice is to acknowledge it and mention a requirement for future study to solve the research problem in a better way.

4. Conflict over Biased Views and Personal Issues

Biased views can affect the research. In fact, researchers end up choosing only those results and data that support their main argument, keeping aside the other loose ends of the research.

Types of Limitations of Research

Before beginning your research study, know that there are certain limitations to what you are testing or possible research results. There are different types that researchers may encounter, and they all have unique characteristics, such as:

1. Research Design Limitations

Certain restrictions on your research or available procedures may affect your final results or research outputs. You may have formulated research goals and objectives too broadly. However, this can help you understand how you can narrow down the formulation of research goals and objectives, thereby increasing the focus of your study.

2. Impact Limitations

Even if your research has excellent statistics and a strong design, it can suffer from the influence of the following factors:

• Presence of increasing findings as researched
• Being population specific
• A strong regional focus.

3. Data or statistical limitations

In some cases, it is impossible to collect sufficient data for research or very difficult to get access to the data. This could lead to incomplete conclusion to your study. Moreover, this insufficiency in data could be the outcome of your study design. The unclear, shabby research outline could produce more problems in interpreting your findings.

How to Correctly Structure Your Research Limitations?

There are strict guidelines for narrowing down research questions, wherein you could justify and explain potential weaknesses of your academic paper. You could go through these basic steps to get a well-structured clarity of research limitations:

• Declare that you wish to identify your limitations of research and explain their importance,
• Provide the necessary depth, explain their nature, and justify your study choices.
• Write how you are suggesting that it is possible to overcome them in the future.

In this section, your readers will see that you are aware of the potential weaknesses in your business, understand them and offer effective solutions, and it will positively strengthen your article as you clarify all limitations of research to your target audience.

Know that you cannot be perfect and there is no individual without flaws. You could use the limitations of research as a great opportunity to take on a new challenge and improve the future of research. In a typical academic paper, research limitations may relate to:

1. Formulating your goals and objectives

If you formulate goals and objectives too broadly, your work will have some shortcomings. In this case, specify effective methods or ways to narrow down the formula of goals and aim to increase your level of study focus.

2. Application of your data collection methods in research

If you do not have experience in primary data collection, there is a risk that there will be flaws in the implementation of your methods. It is necessary to accept this, and learn and educate yourself to understand data collection methods.

3. Sample sizes

This depends on the nature of problem you choose. Sample size is of a greater importance in quantitative studies as opposed to qualitative ones. If your sample size is too small, statistical tests cannot identify significant relationships or connections within a given data set.

You could point out that other researchers should base the same study on a larger sample size to get more accurate results.

4. The absence of previous studies in the field you have chosen

Writing a literature review is an important step in any scientific study because it helps researchers determine the scope of current work in the chosen field. It is a major foundation for any researcher who must use them to achieve a set of specific goals or objectives.

However, if you are focused on the most current and evolving research problem or a very narrow research problem, there may be very little prior research on your topic. For example, if you chose to explore the role of Bitcoin as the currency of the future, you may not find tons of scientific papers addressing the research problem as Bitcoins are only a new phenomenon.

It is important that you learn to identify research limitations examples at each step. Whatever field you choose, feel free to add the shortcoming of your work. This is mainly because you do not have many years of experience writing scientific papers or completing complex work. Therefore, the depth and scope of your discussions may be compromised at different levels compared to academics with a lot of expertise. Include specific points from limitations of research. Use them as suggestions for the future.

Have you ever faced a challenge of writing the limitations of research study in your paper? How did you overcome it? What ways did you follow? Were they beneficial? Let us know in the comments below!

Frequently Asked Questions

Setting limitations in our study helps to clarify the outcomes drawn from our research and enhance understanding of the subject. Moreover, it shows that the author has investigated all the weaknesses in the study.

Scope is the range and limitations of a research project which are set to define the boundaries of a project. Limitations are the impacts on the overall study due to the constraints on the research design.

Limitation in research is an impact of a constraint on the research design in the overall study. They are the flaws or weaknesses in the study, which may influence the outcome of the research.

1. Limitations in research can be written as follows: Formulate your goals and objectives 2. Analyze the chosen data collection method and the sample sizes 3. Identify your limitations of research and explain their importance 4. Provide the necessary depth, explain their nature, and justify your study choices 5. Write how you are suggesting that it is possible to overcome them in the future

Excellent article ,,,it has helped me big

This is very helpful information. It has given me an insight on how to go about my study limitations.

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Exploring Scope and Delimitation in Academic Research

Academic research is a meticulous process that requires precise planning and clear boundaries. Two pivotal components in this process are the scope and delimitations of the study. The definitions and establishment of these parameters are instrumental in ensuring that the research is effective, manageable, and yields relevant results.

The "scope" of a research project refers to the areas that the study will cover. It is the breadth and depth of the investigation. It defines the subject matter, the geographical location, the time frame, and the issues that the study will explore. Essentially, the scope delineates what the researcher aims to cover in the study.

On the other hand, "delimitations" are the boundaries or limitations set by the researcher. They define what the study will not include. Delimitations could involve the choice of research methodology , the selection of respondents, the duration of the study, and more. They help in confining the study to a manageable size while excluding peripheral elements.

Understanding and correctly implementing scope and delimitations are vital to ensuring your research is well-defined and focused, facilitating higher accuracy and relevancy in your findings.

Importance of scope in research

"Scope" in research refers to the comprehensive extent of study—it outlines the parameters of what will be explored and addressed. It defines the topic of the research , the geographical region under study, the timeframe considered, and the issues that the study will address. The scope of a research project is vital because it determines the depth and breadth of your investigation.

Defining the scope of research is a fundamental step in the research process for several reasons. First, it provides a roadmap for the study, giving the researcher clear guidelines about what to include and exclude. Without a well-defined scope, research can become unmanageably vast or lose its focus.

Second, the scope ensures the research's relevance and applicability. It helps the researcher maintain a tight focus on the study's central question , ensuring that all aspects of the research contribute to answering this question. This focus aids in avoiding irrelevant diversions that could dilute the final conclusions.

Finally, a well-defined scope can help ensure the efficient use of resources. Research involves considerable time, effort, and often financial resources. By providing clear boundaries, the scope ensures these resources are utilized effectively without wasted effort on peripheral issues.

Suppose a research study is looking at the impacts of social media usage on mental health. If the scope is too broad—like examining all social media platforms' effects on all demographic groups worldwide—then the research can quickly become unwieldy and hard to manage. It would involve vast amounts of data, requiring considerable time, resources, and computational power to analyze effectively.

However, if the scope is narrowed down—such as investigating the impact of Instagram usage on the mental health of teenagers in a specific city over the past five years—the research becomes far more manageable. This specific focus allows for a more in-depth analysis and likely will provide more meaningful, actionable results. This example illustrates the importance of appropriately defining the scope of research for its successful execution.

Determining the scope of your research

Setting the scope of your research project is a critical and delicate task. Below are steps, tips, and common mistakes to avoid when determining the scope of your research:

Steps to define the scope

• Identify Your Topic: The first step involves identifying and understanding your research topic. This knowledge will serve as a basis for determining the breadth and depth of your study.
• Define Your Research Questions: The research questions are the heart of your study. They will help you determine the specific areas your research should cover.
• Establish Boundaries: Clearly establish the geographical, temporal, and topical boundaries of your research. These boundaries will guide the range of your study.
• Choose Your Methodology: Decide on the research methods you will use as these will directly impact the scope of your study.

Tips for a manageable scope

• Stay Focused: Stay concentrated on your research questions. Do not stray into areas that aren't directly relevant.
• Be Realistic: Consider the resources (time, money, manpower) available. Ensure your scope is feasible given these resources.
• Seek Guidance: Consult with your academic advisor or peers for feedback on your proposed scope.

Common mistakes to avoid

• Overly Broad Scope: Avoid setting an overly broad scope which could result in an unmanageable and unfocused study.
• Too Narrow Scope: Conversely, a scope that is too narrow may miss important aspects of the research topic.
• Ignoring Resources: Not taking into account available resources when setting the scope can lead to a project that is impossible to complete.

Defining the scope of your research is a delicate balance, requiring careful consideration of your research questions, resources, and the depth and breadth of investigation needed to answer these questions effectively.

Importance of delimitations in research

In the context of academic research, "delimitations" refers to the choices made by the researcher which define the boundaries of the study. These are the variables that lead the researcher to narrow the scope of the study from its potential vastness to a manageable size.

Delimitations might include the geographic area where the study is confined, the participants involved in the study, the methodology used, the time period considered, or the specific incidents or aspects the study will focus on. Essentially, delimitations are the self-imposed limitations on the scope of the study.

Defining the delimitations of a research project is crucial for several reasons. Firstly, they establish the context or setting in which the study occurs. This, in turn, allows for the work to be reproduced in a similar context for verification or refutation in future studies.

Secondly, delimitations provide a way to narrow the scope of the research to a manageable size, thus avoiding the pitfall of an overly ambitious project. They help researchers to stay focused on the main research questions and prevent diversion into irrelevant aspects.

Finally, clearly defined delimitations enhance the credibility of the research. They offer transparency about the research design and methodology, which adds to the validity of the results.

For instance, in a research study examining the impact of technology on student achievement in a certain district, examples of delimitations might include focusing only on public schools, considering only high school students, and confining the study to a particular school year. These choices help to focus the research and ensure its manageability. Therefore, delimitations play a pivotal role in structuring and guiding an effective and efficient research study.

Setting delimitations for your research

Establishing appropriate delimitations for your research project is an important part of research design. Here are some steps, guidelines, and common mistakes to consider when setting your research delimitations:

Steps to establish delimitations

• Identify the boundaries: Begin by deciding the geographical region, time period, and subject matter your research will cover.
• Determine Your Research Population: Identify the specific population your study will focus on. This could be based on age, profession, geographical location, etc.
• Choose Your Research Methods: Decide the specific methods you will use to collect and analyze data, as these decisions will also set limitations on your study.

Guidelines for choosing delimitations

• Align with Your Research Objectives: The delimitations should be in line with your research questions and objectives. They should help focus your study without detracting from its goals.
• Be Practical: Consider the resources available, including time, funds, and access to data. Your delimitations should be feasible given these constraints.
• Seek Input: Consult with your research advisor or peers. Their feedback can help ensure your delimitations are appropriate and well thought out.

Common errors to avoid:

• Unrealistic Delimitations: Be wary of setting delimitations that are too stringent or ambitious to be feasible given your resources and timeframe.
• Undefined Delimitations: Avoid leaving your delimitations vague or undefined. This can lead to scope creep, where your project expands beyond its initial plan, making it unmanageable.
• Ignoring Delimitations: Once set, stick to your delimitations. Deviating from them can lead to a loss of focus and can compromise the integrity of your results.

Setting delimitations is a crucial step in research planning. Properly defined delimitations can make your research project more manageable, maintain your focus, and ensure the effective use of your resources.

The interplay between scope and delimitations

The relationship between scope and delimitations in academic research is a dynamic and interdependent one. Each aspect serves to shape and refine the other, ultimately leading to a focused, feasible, and effective research design.

The scope of a research project describes the breadth and depth of the investigation—what it aims to cover and how far it intends to delve into the subject matter. The delimitations, on the other hand, identify the boundaries and constraints of the study—what it will not cover.

As such, the scope and delimitations of a research study are intimately connected. When the scope of a study is broad, the delimitations must be carefully considered to ensure the project remains manageable and focused. Conversely, when the scope is narrow, the delimitations might be less constraining, but they still play a critical role in defining the specificity of the research.

Balancing the scope and delimitations is crucial for an efficient research design. Too broad a scope without carefully defined delimitations can lead to a study that is unwieldy and lacks depth. On the other hand, a very narrow scope with overly rigid delimitations might result in a study that overlooks important aspects of the research topic.

Thus, researchers must strive to maintain a balance—establishing a scope that is wide enough to fully explore the research topic, but also setting appropriate delimitations to ensure the study remains feasible and focused. In doing so, the research will be well-structured and yield meaningful, relevant findings.

Role of scope and delimitations in research validity

Scope and delimitations are fundamental aspects of research design that directly influence the validity, reliability, and replicability of a study.

Research validity refers to the degree to which a study accurately reflects or measures the concept that the researcher intends to investigate. A well-defined scope is critical to research validity because it clearly delineates what the study will cover. This clear definition ensures that the research focuses on relevant aspects of the topic and that the findings accurately reflect the concept under investigation.

Similarly, carefully thought-out delimitations contribute to research validity by identifying what the study will not cover. This clarity helps to prevent the study from straying into irrelevant areas, ensuring that the research stays focused and relevant.

In addition to contributing to research validity, scope and delimitations also influence the reliability and replicability of a study. Reliability refers to the consistency of a study's results, while replicability refers to the ability of other researchers to repeat the study and obtain similar results.

A clearly defined scope makes a study more reliable by providing a detailed outline of the areas covered by the research. This clarity makes it more likely that the study will produce consistent results. Moreover, clearly defined delimitations enhance the replicability of a study by providing explicit boundaries for the research, which makes it easier for other researchers to repeat the study in a similar context.

In summary, a well-defined scope and carefully thought-out delimitations contribute significantly to the validity, reliability, and replicability of academic research. They ensure that the research is focused, that the findings are relevant and accurate, and that the study can be reliably repeated by other researchers.

Examples of scope and delimitation in well-known research

• The Milgram Experiment: Stanley Milgram's famous psychology experiment sought to understand obedience to authority figures. The scope of this study was clearly defined—it focused on how far individuals would go in obeying an instruction if it involved harming another person. However, delimitations were set to ensure manageability. Participants were delimited to male individuals, and the experiment was confined to a controlled laboratory setting. These delimitations allowed Milgram to manage the research effectively while maintaining the depth of his study on human behavior.
• The Framingham Heart Study: This ongoing cardiovascular study began in 1948 and is aimed at identifying common factors that contribute to cardiovascular disease. The scope of the research is broad, covering many aspects of lifestyle, medical history, and physical characteristics. However, the study set clear delimitations: it initially only involved adult residents of Framingham, Massachusetts. This geographical delimitation made this broad-scope study manageable and eventually yielded influential results that shaped our understanding of heart disease.
• The Marshmallow Test: This well-known study by Walter Mischel explored delayed gratification in children. The scope was clearly defined: the study aimed to understand the ability of children to delay gratification and how it related to future success. The delimitations of the study included the age of the participants (preschool children), the setting (a controlled experiment with a treat), and the measure of future success (academic achievement, ability to cope with stress, etc.). These delimitations helped keep the study focused and manageable.

In all these examples, the researchers set a clear scope to outline the focus of their studies and used delimitations to restrict the boundaries. This balance between scope and delimitation was key in conducting successful and influential research.

In academic research, defining the scope and delimitations is a pivotal step in designing a robust and effective study. The scope outlines the breadth and depth of the investigation, offering a clear direction for the research. Meanwhile, delimitations set the boundaries of the study, ensuring that the research remains focused and manageable. Together, they play a crucial role in enhancing the validity, reliability, and replicability of a study.

Understanding the interplay between scope and delimitations is key to conducting efficient research. A well-defined scope paired with thoughtfully set delimitations contribute to a study's feasibility and its potential to yield meaningful and applicable results. Mistakes in setting the scope and delimitations can lead to unwieldy, unfocused research or a study that overlooks important aspects of a research question.

Reviewing famous studies, like the Milgram Experiment, the Framingham Heart Study, and the Marshmallow Test, we observe how a balanced approach to setting scope and delimitations can result in influential and valuable findings. Therefore, researchers should give careful thought to defining the scope and delimitations of their studies, keeping in mind their research questions, available resources, and the need for balance between breadth and focus. By doing so, they pave the way for successful and impactful research outcomes.

Header image by Kübra Arslaner .

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Frequently asked questions

How do i determine scope of research.

Scope of research is determined at the beginning of your research process , prior to the data collection stage. Sometimes called “scope of study,” your scope delineates what will and will not be covered in your project. It helps you focus your work and your time, ensuring that you’ll be able to achieve your goals and outcomes.

Defining a scope can be very useful in any research project, from a research proposal to a thesis or dissertation . A scope is needed for all types of research: quantitative , qualitative , and mixed methods .

To define your scope of research, consider the following:

• Budget constraints or any specifics of grant funding
• Your proposed timeline and duration
• Specifics about your population of study, your proposed sample size , and the research methodology you’ll pursue
• Any inclusion and exclusion criteria
• Any anticipated control , extraneous , or confounding variables that could bias your research if not accounted for properly.

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How To Write Scope and Delimitation of a Research Paper (With Examples)

An effective research paper or thesis has a well-written Scope and Delimitation.  This portion specifies your study’s coverage and boundaries.

Not yet sure about how to write your research’s Scope and Delimitation? Fret not, as we’ll guide you through the entire writing process through this article.

Related: How To Write Significance of the Study (With Examples)

Table of Contents

What is the scope and delimitation of a research paper.

The “Scope and Delimitation” section states the concepts and variables your study covered. It tells readers which things you have included and excluded in your analysis.

This portion tells two things: 1

• The study’s “Scope” – concepts and variables you have explored in your research and;
• The study’s “Delimitation” – the “boundaries” of your study’s scope. It sets apart the things included in your analysis from those excluded.

For example, your scope might be the effectiveness of plant leaves in lowering blood sugar levels. You can “delimit” your study only to the effect of gabi leaves on the blood glucose of Swiss mice.

Where Should I Put the Scope and Delimitation?

This portion is in Chapter 1, usually after the “Background of the Study.”

Why Should I Write the Scope and Delimitation of My Research Paper?

There’s a lot to discover in a research paper or thesis. However, your resources and time dedicated to it are scarce. Thus, given these constraints, you have to narrow down your study. You do this in the Scope and Delimitation.

Suppose you’re studying the correlation between the quantity of organic fertilizer and plant growth . Experimenting with several types of plants is impossible because of several limitations. So, you’ve decided to use one plant type only. 

Informing your readers about this decision is a must. So, you have to state it in your Scope and Delimitation. It also acts as a “disclaimer” that your results are inapplicable to the entire plant kingdom.

What Is the Difference Between Delimitation and Limitation?

People often use the terms “Delimitation” and “Limitation” interchangeably. However, these words differ 2 .

Delimitation refers to factors you set to limit your analysis. It delineates those that are included in your research and those that are excluded. Remember, delimitations are within your control. 

Meanwhile, limitations are factors beyond your control that may affect your research’s results.  You can think of limitations as the “weaknesses” of your study. 

Let’s go back to our previous example. Due to some constraints, you’ve only decided to examine one plant type: dandelions. This is an example of a delimitation since it limits your analysis to dandelions only and not other plant types. Note that the number of plant types used is within your control. 

Meanwhile, your study cannot state that a higher quantity of organic fertilizer is the sole reason for plant growth. That’s because your research’s focus is only on correlation. Since this is already beyond your control, then this is a limitation. 

How To Write Scope and Delimitation: Step-by-Step Guide

To write your research’s Scope and Delimitation section, follow these steps:

1. Review Your Study’s Objectives and Problem Statement

Your study’s coverage relies on its objectives. Thus, you can only write this section if you know what you’re researching. Furthermore, ensure that you understand the problems you ought to answer. 

Once you understand the abovementioned things, you may start writing your study’s Scope and Delimitation.

2. State the Key Information To Explain Your Study’s Coverage and Boundaries

a. The Main Objective of the Research

This refers to the concept that you’re focusing on in your research. Some examples are the following:

• level of awareness or satisfaction of a particular group of people
• correlation between two variables
• effectiveness of a new product
• comparison between two methods/approaches
• lived experiences of several individuals

It’s helpful to consult your study’s Objectives or Statement of the Problem section to determine your research’s primary goal.

b. Independent and Dependent Variables Included

Your study’s independent variable is the variable that you manipulate. Meanwhile, the dependent variable is the variable whose result depends upon the independent variable. Both of these variables must be clear and specific when indicated. 

Suppose you study the relationship between social media usage and students’ language skills. These are the possible variables for the study:

• Independent Variable: Number of hours per day spent on using Facebook
• Dependent Variable: Grade 10 students’ scores in Quarterly Examination in English. 

Note how specific the variables stated above are. For the independent variable, we narrow it down to Facebook only. Since there are many ways to assess “language skills,” we zero in on the students’ English exam scores as our dependent variable. 

c. Subject of the Study

This refers to your study’s respondents or participants. 

In our previous example, the research participants are Grade 10 students. However, there are a lot of Grade 10 students in the Philippines. Thus, we have to select from a specific school only—for instance, Grade 10 students from a national high school in Manila. 

d. Timeframe and Location of the Study

Specify the month(s), quarter(s), or year(s) as the duration of your study. Also, indicate where you will gather the data required for your research. 

e. Brief Description of the Study’s Research Design and Methodology

You may also include whether your research is quantitative or qualitative, the sampling method (cluster, stratified, purposive) applied, and how you conducted the experiment.

Using our previous example, the Grade 10 students can be selected using stratified sampling. Afterward, the researchers may obtain their English quarterly exam scores from their respective teachers. You can add these things to your study’s Scope and Delimitation. 

3. Indicate Which Variables or Factors Are Not Covered by Your Research

Although you’ve already set your study’s coverage and boundaries in Step 2, you may also explicitly mention things you’ve excluded from your research. 

Returning to our previous example, you can state that your assessment will not include the vocabulary and oral aspects of the English proficiency skill. 

Examples of Scope and Delimitation of a Research Paper

1. scope and delimitation examples for quantitative research.

a. Example 1

Research Title

    A Study on the Relationship of the Extent of Facebook Usage on the English Proficiency Level of Grade 10 Students of Matagumpay High School

Scope and Delimitation

(Main Objective)

This study assessed the correlation between the respondents’ duration of Facebook usage and their English proficiency level. 

(Variables used)

The researchers used the number of hours per day of using Facebook and the activities usually performed on the platform to assess the respondents’ extent of Facebook usage. Meanwhile, the respondents’ English proficiency level is limited to their quarterly English exam scores. 

(Subject of the study)

A sample of fifty (50) Grade 10 students of Matagumpay High School served as the study’s respondents. 

(Timeframe and location)

This study was conducted during the Second Semester of the School Year 2018 – 2019 on the premises of Matagumpay High School in Metro Manila. 

(Methodology)

The respondents are selected by performing stratified random sampling to ensure that there will be ten respondents from five Grade 10 classes of the school mentioned above. The researchers administered a 20-item questionnaire to assess the extent of Facebook usage of the selected respondents. Meanwhile, the data for the respondents’ quarterly exam scores were acquired from their English teachers. The collected data are handled with the utmost confidentiality. Spearman’s Rank Order Correlation was applied to quantitatively assess the correlation between the variables.

(Exclusions)

This study didn’t assess other aspects of the respondents’ English proficiency, such as English vocabulary and oral skills. 

Note: The words inside the parentheses in the example above are guides only. They are not included in the actual text.

b. Example 2

  Level of Satisfaction of Grade 11 Students on the Implementation of the Online Learning Setup of Matagumpay High School for SY 2020 – 2021

This study aims to identify students’ satisfaction levels with implementing online learning setups during the height of the COVID-19 pandemic.

Students’ satisfaction was assessed according to teachers’ pedagogy, school policies, and learning materials used in the online learning setup. The respondents included sixty (60) Grade 11 students of Matagumpay High School who were randomly picked. The researchers conducted the study from October 2020 to February 2021. 

Online platforms such as email and social media applications were used to reach the respondents. The researchers administered a 15-item online questionnaire to measure the respondents’ satisfaction levels. Each response was assessed using a Likert Scale to provide a descriptive interpretation of their answers. A weighted mean was applied to determine the respondents’ general satisfaction. 

This study did not cover other factors related to the online learning setup, such as the learning platform used, the schedule of synchronous learning, and channels for information dissemination.

2. Scope and Delimitation Examples for Qualitative Research

  Lived Experiences of Public Utility Vehicle (PUV) Drivers of Antipolo City Amidst the Continuous June 2022 Oil Price Hikes

This research focused on the presentation and discussion of the lived experiences of PUV drivers during the constant oil price hike in June 2022.

The respondents involved are five (5) jeepney drivers from Antipolo City who agreed to be interviewed. The researchers assessed their experiences in terms of the following: (1) daily net income; (2) duration and extent of working; (3) alternative employment opportunity considerations; and (4) mental and emotional status. The respondents were interviewed daily at their stations on June 6 – 10, 2022. 

In-depth one-on-one interviews were used for data collection.  Afterward, the respondents’ first-hand experiences were drafted and annotated with the researchers’ insights. 

The researchers excluded some factors in determining the respondents’ experiences, such as physical and health conditions and current family relationship status. 

 A Study on the Perception of the Residents of Mayamot, Antipolo City on the Political and Socioeconomic Conditions During the Post-EDSA Period (1986 – 1996)

This research aims to discuss the perception of Filipinos regarding the political and socioeconomic economic conditions during the post-EDSA period, specifically during the years 1986 – 1996. 

Ten (10) residents of Mayamot, Antipolo City, who belonged to Generation X (currently 40 – 62 years old), were purposively selected as the study’s respondents. The researchers asked them about their perception of the following aspects during the period mentioned above (1) performance of national and local government; (2) bureaucracy and government services; (3) personal economic and financial status; and (4) wage purchasing power. 

The researchers conducted face-to-face interviews in the respondents’ residences during the second semester of AY 2018 – 2019. The responses were written and corroborated with the literature on the post-EDSA period. 

The following factors were not included in the research analysis: political conflicts and turmoils, the status of the legislative and judicial departments, and other macroeconomic indicators. 

Tips and Warnings

1. use the “5ws and 1h” as your guide in understanding your study’s coverage.

• Why did you write your study?  
• What variables are included?
• Who are your study’s subject
• Where did you conduct the study?
• When did your study start and end?
• How did you conduct the study?

2. Use key phrases when writing your research’s scope

• This study aims to … 
• This study primarily focuses on …
• This study deals with … 
• This study will cover …
• This study will be confined…

3. Use key phrases when writing factors beyond your research’s delimitations

• The researcher(s) decided to exclude …
• This study did not cover….
• This study excluded … 
• These variables/factors were excluded from the study…

4. Don’t forget to ask for help

Your research adviser can assist you in selecting specific concepts and variables suitable to your study. Make sure to consult him/her regularly. 

5. Make it brief

No need to make this section wordy. You’re good to go if you meet the “5Ws and 1Hs”. 

Frequently Asked Questions

1. what are scope and delimitation in tagalog.

In a Filipino research ( pananaliksik ), Scope and Delimitation is called “ Saklaw at Delimitasyon”. 

Here’s an example of Scope and Delimitation in Filipino:

Pamagat ng Pananaliksik

Epekto Ng Paggamit Ng Mga Digital Learning Tools Sa Pag-Aaral Ng Mga Mag-Aaral Ng Mataas Na Paaralan Ng Matagumpay Sa General Mathematics

Sakop at Delimitasyon ng Pag-aaral

Nakatuon ang pananaliksik na ito sa epekto ng paggamit ng mga digital learning aids sa pag-aaral ng mga mag-aaral.

Ang mga digital learning tools na kinonsidera sa pag-aaral na ito ay Google Classroom, Edmodo, Kahoot, at mga piling bidyo mula YouTube. Samantala, ang epekto sa pag-aaral ng mga mag-aaral ng mga nabanggit na digital learning tools ay natukoy sa pamamagitan ng kanilang (1) mga pananaw hinggil sa benepisyo nito sa kanilang pag-aaral sa General Mathematics at (2) kanilang average grade sa asignaturang ito.

Dalawampu’t-limang (25) mag-aaral mula sa Senior High School ng Mataas na Paaralan ng Matagumpay ang pinili para sa pananaliksik na ito. Sila ay na-interbyu at binigyan ng questionnaire noong Enero 2022 sa nasabing paaralan. Sinuri ang resulta ng pananaliksik sa pamamagitan ng mga instrumentong estadistikal na weighted mean at Analysis of Variance (ANOVA). Hindi saklaw ng pananaliksik na ito ang ibang mga aspeto hinggil sa epekto ng online learning aids sa pag-aaral gaya ng lebel ng pag-unawa sa aralin at kakayahang iugnay ito sa araw-araw na buhay. 

2. The Scope and Delimitation should consist of how many paragraphs?

Three or more paragraphs will suffice for your study’s Scope and Delimitation. Here’s our suggestion on what you should write for each paragraph:

Paragraph 1: Introduction (state research objective) Paragraph 2: Coverage and boundaries of the research (you may divide this section into 2-3 paragraphs) Paragraph 3 : Factors excluded from the study

• University of St. La Salle. Unit 3: Lesson 3 Setting the Scope and Limitation of a Qualitative Research [Ebook] (p. 12). Retrieved from https://www.studocu.com/ph/document/university-of-st-la-salle/senior-high-school/final-sg-pr1-11-12-unit-3-lesson-3-setting-the-scope-and-limitation-of-a-qualitative-research/24341582
• Theofanidis, D., & Fountouki, A. (2018). Limitations and Delimitations in the Research Process. Perioperative Nursing (GORNA), 7(3), 155–162. doi: 10.5281/zenodo.2552022

Written by Jewel Kyle Fabula

in Career and Education , Juander How

Last Updated May 6, 2023 09:59 AM

Jewel Kyle Fabula

Jewel Kyle Fabula is a Bachelor of Science in Economics student at the University of the Philippines Diliman. His passion for learning mathematics developed as he competed in some mathematics competitions during his Junior High School years. He loves cats, playing video games, and listening to music.

Browse all articles written by Jewel Kyle Fabula

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• Open access
• Published: 09 April 2024

Flipped online teaching of histology and embryology with design thinking: design, practice and reflection

• Yan Guo 1 ,
• Xiaomei Wang 1 ,
• Yang Gao 1 ,
• Haiyan Yin 1 ,
• Qun Ma 1 &
• Ting Chen 2  

BMC Medical Education volume  24 , Article number:  388 ( 2024 ) Cite this article

Metrics details

Flexible hybrid teaching has become the new normal of basic medical education in the postepidemic era. Identifying ways to improve the quality of curriculum teaching and achieve high-level talent training is a complex problem that urgently needs to be solved. Over the course of the past several semesters, the research team has integrated design thinking (DT) into undergraduate teaching to identify, redesign and solve complex problems in achieving curriculum teaching and professional talent training objectives.

This study is an observational research. A total of 156 undergraduate stomatology students from Jining Medical University in 2021 were selected to participate in two rounds of online flipped teaching using the design thinking EDIPT (empathy, definition, idea, prototype, and test) method. This approach was applied specifically to the chapters on the respiratory system and female reproductive system. Data collection included student questionnaires, teacher-student interviews, and exam scores. GraphPad Prism software was used for data analysis, and the statistical method was conducted by multiple or unpaired t test.

According to the questionnaire results, the flipped classroom teaching design developed using design thinking methods received strong support from the majority of students, with nearly 80% of students providing feedback that they developed multiple abilities during the study process. The interview results indicated that teachers generally believed that using design thinking methods to understand students' real needs, define teaching problems, and devise instructional design solutions, along with testing and promptly adjusting the effectiveness through teaching practices, played a highly positive role in improving teaching and student learning outcomes. A comparison of exam scores showed a significant improvement in the exam scores of the class of 2021 stomatology students in the flipped teaching chapters compared to the class of 2020 stomatology students, and this difference was statistically significant. However, due to the limitation of the experimental chapter scope, there was no significant difference in the overall course grades.

The study explores the application of design thinking in histology and embryology teaching, revealing its positive impact on innovative teaching strategies and students' learning experience in medical education. Online flipped teaching, developed through design thinking, proves to be an effective and flexible method that enhances student engagement and fosters autonomous learning abilities.

Peer Review reports

Research background and motivation

Histology is the study of the microstructure and related functions of the human body [ 1 ], while embryology studies the laws and mechanisms of ontogenesis and development; these two sciences are interrelated and self-contained [ 2 ]. As one of the important professional core programs of most medical specialties, Histology and Embryology (HE) has been an indispensable curriculum bridge between normal microstructure and pathological changes in tissue and organs.

The teaching targets of HE are mainly first-year undergraduate students in clinical medicine, psychiatry, stomatology, nursing, etc. The importance of fostering the development of empathy in undergraduate students is continuously emphasized in international recommendations for medical education [ 3 ]. Freshmen have a certain ability to think logically and analyse problems, but this ability is limited, and they have a yet to develop familiarity with scientific research hotspots. Moreover, they are often unaware of their creative potential, and this phenomenon often causes them to passively accept knowledge, and their autonomous learning ability and student participation in class are less than that of upperclassmen. These first year students face the need to develop scientific literacy and the ability to integrate theory with practice [ 4 ]. However, traditional teaching methods may have failed to fully meet students' need for a profound understanding of these abstract concepts, leading to challenges such as low interest in learning and inadequate knowledge absorption. Consequently, educators urgently need to seek innovative teaching strategies to enhance students' learning experience and academic performance.

In the information age, teacher teaching is no longer a simple superposition of knowledge and teaching methods but a fusion innovation of technology and teaching oriented to a more complex learning environment. The Teacher Standards issued by the American Educational Technology International Association note that the important role of future teachers is that of a "designer" [ 5 ]. DT combines a creative and innovative approach to dealing with complex problems, which serves as a valuable tool for those seeking to improve the challenging issues in medical education [ 6 ]. DT is a process of analysis that relies on the deconstruction of ideas and a creative process that relies on the construction of ideas. There are no judgements in DT. This eliminates the fear of failure and encourages maximum input and participation. Wild ideas are welcome since they often lead to the most creative solutions. Everyone is a designer, and DT is a way to apply design methodologies to any situation [ 5 ].

In the field of education, DT has been advocated as a means to promote the cultivation of innovative talent through innovative teaching methods. With the help of DT, and adhering learning as the concept in teaching, the transformation of teaching allows learners to explore real needs in real life scenes, to propose innovative solutions to meet those needs through teamwork, and to test the effectiveness of those solutions through prototype production. This process facilitates the further application of constructivism [ 7 ].

In the process of both conventional teaching and teaching innovation, the research team utilizes the “EDIPT” (Empathy, Define, Ideate, Prototype and TEST) DT theory [ 8 ] which originating in the Stanford University Design School to design teacher activities and student activities and select technical tools [ 9 ]. The basic process is shown in Fig.  1 . The team is very accustomed to consciously applying DT methodology when facing difficulties and challenges to consistently obtain the desired results [ 10 ]. This study sets the teaching objectives and plans of a large cycle (one semester) to guide the teaching implementation of a small cycle (one section or one chapter); Then, small-cycle teaching feedback and achievement accumulation promote the progress of large-cycle teaching to ensure the coherence, effectiveness and improvement of teaching reform. For example, the difficult problem in the process of cardiovascular system embryogenesis is atrial separation; the team uses cardboard and plastic film to construct room partition "products" [ 11 ] to provide vivid explanations and body movements for clearer explication. In another example, they integrate scattered knowledge points including cleavage, blastocyst formation and implantation into a unified narrative called "the initial journey." It solves the pain point that the dynamic abstraction of embryology knowledge is difficult to intuitively understand. The above are two examples of using EDIPT steps of design thinking to solve teaching pain points.

Problem solving steps incorporating DT

Research objectives and significance

In the 2021 Horizon Report: Teaching and Learning Edition, blended learning was once again selected as the key technology affecting the future development and practice of higher education [ 12 ], demonstrating great application potential. In this format, the teaching team adheres to the following practical principles to promote more blended learning courses to ensure high-quality outcomes [ 13 ]. In the recent period of epidemic prevention and control, effective online teaching combines asynchronous and synchronous delivery modes, addresses knowledge learning and ability development, and highlights interaction in teaching activities to improve the online teaching experience for both teachers and students and enhance the overall quality of online teaching. Online teaching is not simply an emergency measure taken during the epidemic but rather represents the future trend of education.

The aim of this study is to explore the application of design thinking in the teaching of histology and embryology courses. By investigating the impact of design thinking in the teaching process, we aim to gain a deeper understanding of the effects of this innovative teaching strategy on students' learning experience and academic performance, as well as its potential applications in medical education.

The significance of this research lies in its contribution to medical education with novel teaching methods and strategies. By incorporating design thinking, educators can better cater to students' learning needs and enhance their comprehension and mastery of the subject matter. Furthermore, this study contributes to the expansion of teaching research in the field of medical education, providing valuable insights for educational reform and improvements in teaching quality.

The analysis of the correlation between design thinking and this study

Design thinking plays a crucial role in formulating the educational reform. During the empathize phase, an in-depth understanding of teachers' and students' needs and challenges is achieved. This includes considering teachers' expectations and pedagogical beliefs, as well as students' learning styles and feedback, leading to a clear definition of the problem and setting specific objectives for the educational reform. In the define phase, the importance of improving teachers' pedagogical approaches and methods, and cultivating students' creative learning and competencies is underscored. This serves as the foundation for selecting appropriate teaching strategies and establishes the specific direction for incorporating design thinking in the flipped classroom model. During the ideate phase, innovative thinking is employed to explore diverse teaching strategies. For enhancing teachers' pedagogical approaches, approaches such as case-based teaching and collaborative learning are recommended to stimulate students' intrinsic motivation for active learning. For promoting students' creative learning and overall competencies, methods like project-based learning and critical thinking cultivation are considered to facilitate holistic student development. In the prototype phase, the devised teaching strategies are implemented in the flipped classroom setting. Continuous prototyping and rapid experimentation facilitate the collection of valuable feedback and data from students and teachers, enabling further optimization of the teaching strategies to align with the original intent of design thinking. Finally, in the test phase, a comprehensive evaluation of the teaching implementation is conducted. By collecting and analyzing data, the study delves deep into the impact of the educational reform on teachers' pedagogical beliefs and students' creative learning and overall competencies. This process provides crucial feedback and evidence for the ongoing improvement of the educational reform.

In conclusion, the selection of flipped classroom as a pedagogical strategy is closely guided by design thinking principles. Through the application of design thinking, this observational study aims to enhance teachers' pedagogical approaches and methods while fostering students' creative learning and overall competencies, thus promoting the successful implementation of the educational reform.”

Flipped classroom sessions can also allow learners to gain competence through their educational endeavours [ 14 ]. As Bransford writes, “To develop competence in an area, students must: a) have a deep foundation of factual knowledge, b) understand facts and ideas in the context of a conceptual framework, and c) organize knowledge in ways that facilitate retrieval and application” [ 15 ]. Flipped classrooms can lead to competence in factual knowledge by fostering mastery of content through content understanding and application, as in traditional classrooms [ 16 ].

“O-PIRAS” Flipped classroom

The flipped classroom teaching model used in this study was formed and adjusted on the basis of Professor Jianpeng Guo's “O-PIRTAS” model. The flipped teaching mode can enable both teachers and students to acquire further abilities through teaching activities [ 17 ].

The first step(O: Objective) in flipped classroom teaching design is to formulate two types of teaching objectives: low level and high level. The lower level teaching objectives include two cognitive objectives from Bloom's classification of teaching objectives: the memory and understanding of knowledge, while the higher level teaching objectives include four cognitive objectives from Bloom's classification: application, analysis, evaluation and creation, as well as objectives pertaining to movement skills and emotion [ 18 ]. The second step is to design a preparation activity (P: Preparation) for students to complete before class, which helps students form necessary prior knowledge and stimulates their learning motivation by exploring relevant issues prior to the class [ 19 ]. The third step is for teachers to send teaching materials (I: Instructional video) to their students for pre-class learning to facilitate their early acquisition of knowledge [ 19 ]. Fourth, teaching is transferred from online classes to offline classes. The teacher briefly reviews (R: Review) the video content before class to help students quickly focus on and prepare for the next stage of learning both cognitively and psychologically. Fifth, teachers should design classroom activities (A: Activity) appropriate to high-level teaching objectives to promote in-depth learning and successfully achieve high-level objectives. Sixth, teachers should conduct classroom summaries (S: Summary), reflection and improvement to help students form integrated structured knowledge. The six steps of flipping the classroom link form a closed loop, which can be summarized as in Fig.  2 .

Process of “O-PIRAS” flipped teaching

Research method and data collection

Conveniently selecting 156 undergraduate students majoring in Dentistry from the 2021 cohort of Jining Medical University, we designated classes 1 to 3 as the class of 2021 stomatology students. As the class of 2020 stomatology students, we chose 155 undergraduate students majoring in Dentistry from the 2020 cohort, also from classes 1 to 3. Prior to the start of the study, we conducted communication sessions with both teachers and students, ensuring that all students were well-informed about the study and provided their consent. The two groups of students had the same course hours, faculty resources, learning materials, and learning spaces. The only difference was the application of design thinking methods in course and teaching design, including the implementation of flipped classroom teaching, specifically tailored for the 2021 cohort of students.

Data collection was conducted through various methods, including distributing questionnaires, conducting pre-, mid-, and post-research interviews, and recording course and corresponding chapter test scores. The implementation chapter selected the respiratory system, which plays a bridging role within histology, and the female reproductive system, which plays a transitional role between histology and embryology.

Before studying "Respiratory System", students have already mastered the basic methods of using design thinking to learn histology, and have a deep understanding of the four basic tissues and two types of organs (hollow and substantial organs). The main organs of the respiratory system—the trachea and lungs—belong to two types, respectively. The female reproductive system, as the concluding chapter of histology, is separated from the flipped classroom of the respiratory system by two weeks, leaving appropriate time for teachers to iteratively design and students to adapt to new methods. Four surveys were administered during the research process: Pre-flipped classroom survey for Chapter 16 "Respiratory System", Post-flipped classroom survey for Chapter 16 "Respiratory System", Pre-flipped classroom survey for Chapter 19 "Female Reproductive System", and Post-flipped classroom survey for Chapter 19 "Female Reproductive System", to gather student feedback and opinions on the teaching methods. The questionnaires were designed based on the research objectives and questions, and were refined through pre-testing to ensure clarity, accuracy, and appropriateness of the questions and options. The questionnaire mainly includes the following dimensions: ⑴Basic information of students, Q 1–3; ⑵ Learning and satisfaction: Q 4, What is the division of labor in your group in this cooperation? Q 7, About flipping class, how long will you spend studying before class? Q 6 Compared with the last flip class, are you satisfied with the teacher's teaching time in this flip class? Q 12, What are you most satisfied with this flip class? (3) Learning experience and ability improvement: Q 5, What kind of class learning form do you like best in flip class? Q 8, What are your learning pain points or difficulties after this flip class? Q 9, What abilities have you improved in this flip class? ⑷ Classroom Improvement and Feedback: Q 11, What are the advantages of this flip class compared with the last flip class? Q 10, In the course of embryo formation, do you like to use flip class for multiple course contents? Q13, What suggestions do you have for improving the embryo flipping class? Interviews were conducted at various stages, including before the study to understand teaching pain points, during the research process to gauge teachers' and students' attitudes and perspectives on the teaching activities, and after the study to obtain overall feedback. Additionally, we conducted both stage-specific and overall tests, and promptly collected relevant data for comparative analysis with the class of 2020 stomatology students. These data provided comprehensive insights into the performance and experiences of students in both the experimental and class of 2020 stomatology studentss.

Application of design thinking in course design

In course design, we employed design thinking methods to redesign the histology and embryology curriculum. Firstly, we gained a deep understanding of students' learning needs and interests to define course objectives and content. Secondly, we innovatively designed online materials and videos to enhance the appeal and practicality of the learning experience. We encouraged students to actively participate in discussions and problem-solving during class to unleash their creative potential. Additionally, we continuously optimized the teaching content and methods through iteration and feedback to ensure a sustained improvement in teaching effectiveness. Through the application of design thinking in course design, we expected to optimize the teaching process, enhance students' learning experiences, and improve their academic performance.

Design and implementation of flipped teaching

The HE course covers 22 chapters, totaling 60 h, including 44 h of theoretical classes and 16 h of practical classes. The theoretical teaching is roughly divided into three stages: the first stage consists of 12 h, focusing on introducing the four basic human tissues; the second stage comprises 18 h, covering the structure of human organs and systems; and the third stage spans 14 h, elucidating the process of human embryonic development. To facilitate a deep understanding and mastery of human tissue structures, four practical classes, each lasting 4 h, are incorporated to complement the theoretical content.

The entire course relies on a blended teaching approach, combining online and offline instruction, leveraging the resources of Shandong's top undergraduate course in HE, and utilizing the "Zhidao" flipped classroom tool. At the beginning of the course, the teachers introduce the purpose, teaching process, weekly plan, grading components, and assessment methods of incorporating design thinking into the blended HE teaching. The flipped classroom teaching for the class of 2021 stomatology students is set between two stage tests to investigate whether this innovative teaching method has an impact on students' test scores.

The teaching team consists of 4 associate professors and 3 lecturers, with an average teaching experience of 11.4 years in teaching nursing major foundation courses and possessing rich teaching experience. In addition, the project leader and team teachers have undergone multiple training sessions in design thinking innovation and systematic training in domestic and on-campus blended teaching theories.

At the beginning of the semester, the curriculum teaching plan should be formulated, and chapters suitable for flipped teaching should be selected according to the teaching plan” and content characteristics [ 20 ]. Teaching and research team members should jointly analyse the teaching content and formulate the flipped classroom syllabus [ 21 ], clarify teaching objectives (knowledge objectives, ability objectives and emotional objectives, i.e., low-order objectives and high-order objectives), develop chapter teaching plans and teaching courseware (traditional classrooms are obviously different from flipped classrooms) [ 22 ], record pre-class video (design the course content in a fragmented way and systematically present it in accordance with the teaching plan) [ 23 ], divide students into groups and engage with all students through “zhidao” teaching software and the QQ class committee. The specific design and implementation plan for the preparation of the above teaching materials for a flipped classroom course on the respiratory system. The teaching team seminar is held three weeks before the class.

While completing the preparation of teaching materials in accordance with the teaching plan, the team clarified what methods and tasks teachers and students should complete before and during the implementation of the flipped classroom so that everyone can understand the design intent of these teaching activities to facilitate more satisfactory teaching results.

Practice processes and instructional evaluation

The teaching design was discussed and approved by all members of the research team and used in the classroom teaching of respiratory system conversion with slightly modified specific content. One week before class, it was distributed through the zhizhuishu teaching platform to all the students [ 24 ] participating in flipped classroom teaching. The resources provided to students include preview materials, textbook chapters, courseware, videos, etc.; Preview questions, some questions related to preview materials, guide students to think and explore, stimulate learning interest and initiative; Learning objectives, clarify the knowledge objectives, ability objectives, and literacy objectives for pre class learning. In addition, there are also learning platforms (Wisdom Tree Online Course- https://coursehome.zhihuishu.com/courseHome/1000007885/199185/20#onlineCourse ),WeChat class group chat, learning community. In flipping the method of respiratory system class delivery, the team first tried to perform a complete flip of the class. At the beginning of the class, the teacher clarified six themes, and then the group spokespersons demonstrated their understanding of all the knowledge points, including key points and difficulties, in class by drawing lots. The teams provided feedback for each other. The teacher only played a guiding role in the activities involving the entirety of the class. After summarizing the classroom content, the teacher assigned homework, such as creating mind maps and engaging in thematic discussions on the learning platform, and distributed the questionnaire regarding the group pre-class preparations, classroom activities and learning experiences for the respiratory system flipped classroom. The questionnaire mainly consists of the following questions. How was the work divided among your team for this activity? What kind of in-class learning style do you like best in the flipped classroom? Compared with the last flipped classroom, are you satisfied with the length of teaching in this flipped classroom? How long do you spend on pre-class learning for a flipped class? What are your learning pain points or difficulties after this flipped lesson? What abilities have you improved in this flipped classroom? Are you satisfied with the length of lectures in this class compared with that in the last flipped class? What percentage of the course content do you prefer to be delivered by the flipped classroom model? Compared with the last flipped classroom, what are the advantages of this flipped classroom? What you are most satisfied with in this flipped lesson? Please offer suggestions for the improvement of your flipped class on embryos.

According to the steps and links involved in DT, when the “product” (teaching plan) is tested and problems are found, the design team should complete the iteration as soon as possible to better meet the needs of “customers” (students)[ 25 , 26 ]. Three days after the questionnaires, the teaching team adjusted the flipped classroom teaching design scheme for the Female Reproductive System course according to the questionnaire results, and arranged the pre-class tasks one week prior to the class, which differed from the previous class. Explanations of key points and difficult points were appropriately added to the teaching design, which did not depend on students as thoroughly as it had the last time, reducing the difficulty of the flipped classroom to a certain extent, improving students' level in participation, and improving the learning effect and teaching quality of the class.

A total of four questionnaires were distributed before and after the two flipped classes, and video recordings were made of the flipped classroom teaching process for a nursing and a stomatology class. Tencent conference recording instructions were issued by teachers. HE course scores consisted of three parts, including the usual score (30%), experimental score (10%) and final score (60%). The course scores of the 2021 nursing class and stomatology class were derived from the education management system of Jining Medical College, and the course scores of the nursing and stomatology majors who did not classes that had implemented online flipped classroom teaching in 2020 were derived as a control. Comparing the proportion of students in each of two grades, the total correct response rate of test questions, and the correct response rate of respiratory system and female reproductive system course test questions delivered through flipped classroom teaching were analysed using GraphPad Prism software through the statistical method of multiple or unpaired t tests.

Teaching strategies developed using design thinking methods improves multiple student abilities

According to the results of the questionnaire distributed before the beginning of the first flipped class, 51.2% of the students reported not understanding the new learning method and that they could not check the data, 21.6% of the students were not interested in flipped lessons and preferred traditional passive learning methods, 25.6% of the students said that they did not have strong self-control and were unwilling to take the initiative to learn, 56.8% of the students said that they had a great fear of speaking in front of their classmates and that their public speaking skills were not strong, and 46.4% of the students did not know how make suitable PowerPoint Presentation (PPT). After two sessions of flipped classroom learning, the majority of students felt that their pain points had been effectively solved and various abilities had been developed. The results of the question after the flipped classroom teaching of the female reproductive system are shown in Table  1 .

Positive feedback and growth experience of students in teaching strategies developed using design thinking methods

The informal discussion following the flipped lesson on the female reproductive system shows that compared with the "Teacher almost let go" response in the previous respiratory system flipping class, the students are more inclined to respond with "The teacher will solve the problems left in our preview," "Feedback is provided between groups, and the groups are complementary," "The teacher emphasizes the key points, explains the process in detail, and plays videos to consolidate knowledge," and " the teacher commented on the performance of the group speaker". The students thought that after two sessions of participation in a flipped classroom, "We are more active in learning and the classroom design is more live," and "The students are more involved and confident." "By applying design thinking to study the course of organizational design, I have found new learning methods and approaches, and successfully applied these learning methods to other courses, which has benefited me greatly."

The comparison results of grades

Under the premise that there is no significant difference in the difficulty of test questions and other criteria between the flipped and traditional classrooms, the class of 2021 stomatology students' course scores showed a slight improvement. However, there was no significant difference in the distribution of the number of students in each score segment compared to the class of 2020 stomatology students. In contrast, for the chapters that implemented flipped classroom teaching, specifically the respiratory system and female reproductive system chapters, the class of 2021 stomatology students' test scores showed a significant increase. The difference between the two groups was statistically significant. The details are depicted in Fig.  3 .

Distribution of final exam scores for the two graduating classes. A The proportion of students in different grades, no significant difference Statistical method: Multiple t tests. B Total accuracy, no significant difference. Statistical method: Unpaired test. C The accuracy of flipped classroom chapters, unpaired test, P  < 0.05. Mean ± SEM of column A 0.7075 ± 0.009587 N  = 3, Mean ± SEM of column B 0.7913 ± 0.02872 N  = 3

Firstly, significant achievements have been made in enhancing students' overall abilities through the application of design thinking methods in formulating flipped classroom teaching strategies. Preliminary surveys revealed various challenges faced by students before the commencement of the flipped classes, including difficulties in understanding new learning methods, lack of interest in flipped classes, low self-discipline, and fear of public speaking. However, after two sessions of flipped classroom learning, the majority of students believe that their pain points have been effectively addressed, and various skills have been developed. This aligns with the findings of previous research by Awan OA [ 15 ], indicating that the application of design thinking methods in teaching strategies can significantly enhance students' subject engagement and skill development.

Secondly, regarding the positive feedback and students' growth experiences in applying design thinking methods to formulate teaching strategies, there is a positive trend observed in informal discussions following the flipped classroom on the female reproductive system. Students tend to perceive a more proactive role played by teachers in the flipped classroom, addressing the issues they encountered during previewing. Students also highlighted the complementary feedback provided among groups, emphasizing the importance of teamwork. Additionally, students positively acknowledged the efforts of teachers in emphasizing key points, providing detailed explanations of processes, and reinforcing knowledge through video presentations. They believe that this teaching approach stimulates their interest in learning and enhances their motivation. This aligns with the findings of research by Scheer A [ 7 ] and Deitte LA [ 11 ], supporting the positive impact of design thinking methods in education.

Finally, the results of the performance comparison indicate that there is no significant difference between flipped classroom and traditional classroom based on criteria such as question difficulty. However, the overall grades of the 2021 cohort of dental medicine students have shown a slight improvement. Specifically, in the chapters on the respiratory and female reproductive systems within the flipped courses, the exam scores of the 2021 cohort students have significantly increased, and this difference is statistically significant. This suggests that the flipped classroom teaching formulated through design thinking methods has a significant positive impact on the development of subject-specific skills in specific chapters. This aligns with the relevant findings of Cheng X [ 1 ], further emphasizing the instructional advantages of design thinking methods in specific topics.

Main finding

The team used DT to reveal the pain point that flexible mixed teaching can not guarantee students' participation and the realization of teaching objectives, and the application of online flip classroom teaching solved this problem well Students play a leading role in this kind of teaching, so they need to devote more time and energy to preview textbooks and consult relevant materials before class to improve their autonomous learning ability It is helpful to cultivate team spirit in flip teaching in the form of group, which is helpful to cultivate team leadership and management ability. The main requirements of mixed teaching are to integrate pre-recorded videos into the course as a whole and provide online learning resources to supplement face-to-face teaching in an organized and selective way [ 27 ] As assessment expert Mag says, if you are teaching something that cannot be assessed, you are already in an awkward position-that is, you can't explain the teaching content clearly [ 28 ] Therefore, reasonable teaching objectives in mixed teaching can make teachers and students reach a common understanding and consensus on learning results, enhance emotional communication and resonance between teachers and students, and jointly promote the implementation of curriculum teaching. The successful implementation of online flip class needs certain network and students' enthusiasm and cooperation At the same time, teachers need to be particularly familiar with the curriculum to design lectures and targeted comments [ 29 ].

Limitations and future research

In this study, the respiratory system and female reproductive system in HE were selected as subjects for conducting flipped classroom teaching. The examination results shoe that although the overall course performance has not significantly improved, the accuracy of the chapter test questions in flipped classrooms significantly improved, which demonstrates that this teaching method can improve students' learning performance while cultivating their various abilities. It is worth expanding the scope of implementation to more chapters. However, not all chapters are suitable for flipped classroom teaching. Because the two chapters involved in this paper belong to the "organs and systems" module, it does not fully reflect the applicability of this research in this course. Some chapters of the basic tissue module and embryogenesis module are also the scope of our future teaching research In addition, what is the highest proportion of total course hours converted to flip teaching? All these problems need further study in the future. What is the most appropriate ratio of total course hours to convert into flipped teaching? These issues need to be further studied in the future.

When DT is introduced into education, evaluating students' learning and development becomes more important than evaluating students' design products or knowledge and ability. Changes in consciousness and attitude include whether they can fully participate in current cognitive activities, learn independently, communicate and cooperate, and continuously monitor and adjust themselves. By clarifying this guidance, we can formulate or select appropriate evaluation criteria through a literature review during the implementation of the project and adjust the subsequent research conditions in a timely manner according to the evaluation results.

Online flipped teaching is an effective way to integrate DT into the flexible and mixed teaching of HE, which can effectively enhance students' learning input and cultivate students' autonomous learning ability. This research aims to reshape the method of classroom teaching through the deep integration of modern information technology into pedagogical design. Future work should appropriately expand the scope of flipped teaching content and explore the appropriate proportion of course content. In the course design, various forms of cross-professional cooperation with clinical doctors should be increased as much as possible, and the contents of flipped classroom should be expanded from basic knowledge to clinical skills.

Through the application of design thinking in the teaching of histology and embryology courses, we have gained a deeper understanding of its positive impact on innovative teaching strategies, improvement of students' learning experience and academic performance, and the potential value it holds in medical education. We have discovered that the "product" developed through design thinking, namely online flipped teaching, serves as an effective and flexible blended teaching method. It not only enhances students' engagement in learning and fosters their autonomous learning abilities but also encourages both teachers and students to cultivate their innovative capabilities and reshape classroom teaching approaches. Moving forward, further exploration should be undertaken to determine the optimal balance for expanding the content of flipped teaching, to continually uncover its potential in medical education.

Availability of data and materials

All data generated or analysed during this study are included in this published article.

Abbreviations

Histology and Embryology

Design Thinking

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Acknowledgements

We thank Jining Medical College and Shandong Provincial Education Department for support.

Undergraduate Teaching Reform Research Project of Shandong Provincial Education Department No. M2021364, M2022159. Research on classroom teaching reform key program in Jining Medical College [2022] No. 2022KT001.

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Yan G, Ting C: Conceptualization, Methodology, Writing-original draft preparation. Xiaomei W, Yang G: Interview, Data curation, Formal Analysis. Haiyan Y, Qun M: Formal analysis, Writing-reviewing and editing. The author(s) read and approved the final manuscript.

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Research involving human participants, human material, or human data was performed in accordance with the Declaration of Helsinki. All methods were carried out in accordance with relevant guidelines and regulations. All experimental protocols were approved by the Ethics Review Committee of Jining Medical University (No. JNMC-2020-JC-013). Informed consent was obtained from all subjects and/or their legal guardians. The consent was obtained in written form.

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Guo, Y., Wang, X., Gao, Y. et al. Flipped online teaching of histology and embryology with design thinking: design, practice and reflection. BMC Med Educ 24 , 388 (2024). https://doi.org/10.1186/s12909-024-05373-7

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