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Historical Research – Types, Methods and Examples

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Historical Research

Definition:

Historical research is the process of investigating and studying past events, people, and societies using a variety of sources and methods. This type of research aims to reconstruct and interpret the past based on the available evidence.

Types of Historical Research

There are several types of historical research, including:

Descriptive Research

This type of historical research focuses on describing events, people, or cultures in detail. It can involve examining artifacts, documents, or other sources of information to create a detailed account of what happened or existed.

Analytical Research

This type of historical research aims to explain why events, people, or cultures occurred in a certain way. It involves analyzing data to identify patterns, causes, and effects, and making interpretations based on this analysis.

Comparative Research

This type of historical research involves comparing two or more events, people, or cultures to identify similarities and differences. This can help researchers understand the unique characteristics of each and how they interacted with each other.

Interpretive Research

This type of historical research focuses on interpreting the meaning of past events, people, or cultures. It can involve analyzing cultural symbols, beliefs, and practices to understand their significance in a particular historical context.

Quantitative Research

This type of historical research involves using statistical methods to analyze historical data. It can involve examining demographic information, economic indicators, or other quantitative data to identify patterns and trends.

Qualitative Research

This type of historical research involves examining non-numerical data such as personal accounts, letters, or diaries. It can provide insights into the experiences and perspectives of individuals during a particular historical period.

Data Collection Methods

Data Collection Methods are as follows:

Archival research : This involves analyzing documents and records that have been preserved over time, such as government records, diaries, letters, newspapers, and photographs. Archival research is often conducted in libraries, archives, and museums.
Oral history : This involves conducting interviews with individuals who have lived through a particular historical period or event. Oral history can provide a unique perspective on past events and can help to fill gaps in the historical record.
Artifact analysis: This involves examining physical objects from the past, such as tools, clothing, and artwork, to gain insights into past cultures and practices.
Secondary sources: This involves analyzing published works, such as books, articles, and academic papers, that discuss past events and cultures. Secondary sources can provide context and insights into the historical period being studied.
Statistical analysis : This involves analyzing numerical data from the past, such as census records or economic data, to identify patterns and trends.
Fieldwork : This involves conducting on-site research in a particular location, such as visiting a historical site or conducting ethnographic research in a particular community. Fieldwork can provide a firsthand understanding of the culture and environment being studied.
Content analysis: This involves analyzing the content of media from the past, such as films, television programs, and advertisements, to gain insights into cultural attitudes and beliefs.

Data Analysis Methods

Content analysis : This involves analyzing the content of written or visual material, such as books, newspapers, or photographs, to identify patterns and themes. Content analysis can be used to identify changes in cultural values and beliefs over time.
Textual analysis : This involves analyzing written texts, such as letters or diaries, to understand the experiences and perspectives of individuals during a particular historical period. Textual analysis can provide insights into how people lived and thought in the past.
Discourse analysis : This involves analyzing how language is used to construct meaning and power relations in a particular historical period. Discourse analysis can help to identify how social and political ideologies were constructed and maintained over time.
Statistical analysis: This involves using statistical methods to analyze numerical data, such as census records or economic data, to identify patterns and trends. Statistical analysis can help to identify changes in population demographics, economic conditions, and other factors over time.
Comparative analysis : This involves comparing data from two or more historical periods or events to identify similarities and differences. Comparative analysis can help to identify patterns and trends that may not be apparent from analyzing data from a single historical period.
Qualitative analysis: This involves analyzing non-numerical data, such as oral history interviews or ethnographic field notes, to identify themes and patterns. Qualitative analysis can provide a rich understanding of the experiences and perspectives of individuals in the past.

Historical Research Methodology

Here are the general steps involved in historical research methodology:

Define the research question: Start by identifying a research question that you want to answer through your historical research. This question should be focused, specific, and relevant to your research goals.
Review the literature: Conduct a review of the existing literature on the topic of your research question. This can involve reading books, articles, and academic papers to gain a thorough understanding of the existing research.
Develop a research design : Develop a research design that outlines the methods you will use to collect and analyze data. This design should be based on the research question and should be feasible given the resources and time available.
Collect data: Use the methods outlined in your research design to collect data on past events, people, and cultures. This can involve archival research, oral history interviews, artifact analysis, and other data collection methods.
Analyze data : Analyze the data you have collected using the methods outlined in your research design. This can involve content analysis, textual analysis, statistical analysis, and other data analysis methods.
Interpret findings : Use the results of your data analysis to draw meaningful insights and conclusions related to your research question. These insights should be grounded in the data and should be relevant to the research goals.
Communicate results: Communicate your findings through a research report, academic paper, or other means. This should be done in a clear, concise, and well-organized manner, with appropriate citations and references to the literature.

Applications of Historical Research

Historical research has a wide range of applications in various fields, including:

Education : Historical research can be used to develop curriculum materials that reflect a more accurate and inclusive representation of history. It can also be used to provide students with a deeper understanding of past events and cultures.
Museums : Historical research is used to develop exhibits, programs, and other materials for museums. It can provide a more accurate and engaging presentation of historical events and artifacts.
Public policy : Historical research is used to inform public policy decisions by providing insights into the historical context of current issues. It can also be used to evaluate the effectiveness of past policies and programs.
Business : Historical research can be used by businesses to understand the evolution of their industry and to identify trends that may affect their future success. It can also be used to develop marketing strategies that resonate with customers’ historical interests and values.
Law : Historical research is used in legal proceedings to provide evidence and context for cases involving historical events or practices. It can also be used to inform the development of new laws and policies.
Genealogy : Historical research can be used by individuals to trace their family history and to understand their ancestral roots.
Cultural preservation : Historical research is used to preserve cultural heritage by documenting and interpreting past events, practices, and traditions. It can also be used to identify and preserve historical landmarks and artifacts.

Examples of Historical Research

Examples of Historical Research are as follows:

Examining the history of race relations in the United States: Historical research could be used to explore the historical roots of racial inequality and injustice in the United States. This could help inform current efforts to address systemic racism and promote social justice.
Tracing the evolution of political ideologies: Historical research could be used to study the development of political ideologies over time. This could help to contextualize current political debates and provide insights into the origins and evolution of political beliefs and values.
Analyzing the impact of technology on society : Historical research could be used to explore the impact of technology on society over time. This could include examining the impact of previous technological revolutions (such as the industrial revolution) on society, as well as studying the current impact of emerging technologies on society and the environment.
Documenting the history of marginalized communities : Historical research could be used to document the history of marginalized communities (such as LGBTQ+ communities or indigenous communities). This could help to preserve cultural heritage, promote social justice, and promote a more inclusive understanding of history.

Purpose of Historical Research

The purpose of historical research is to study the past in order to gain a better understanding of the present and to inform future decision-making. Some specific purposes of historical research include:

To understand the origins of current events, practices, and institutions : Historical research can be used to explore the historical roots of current events, practices, and institutions. By understanding how things developed over time, we can gain a better understanding of the present.
To develop a more accurate and inclusive understanding of history : Historical research can be used to correct inaccuracies and biases in historical narratives. By exploring different perspectives and sources of information, we can develop a more complete and nuanced understanding of history.
To inform decision-making: Historical research can be used to inform decision-making in various fields, including education, public policy, business, and law. By understanding the historical context of current issues, we can make more informed decisions about how to address them.
To preserve cultural heritage : Historical research can be used to document and preserve cultural heritage, including traditions, practices, and artifacts. By understanding the historical significance of these cultural elements, we can work to preserve them for future generations.
To stimulate curiosity and critical thinking: Historical research can be used to stimulate curiosity and critical thinking about the past. By exploring different historical perspectives and interpretations, we can develop a more critical and reflective approach to understanding history and its relevance to the present.

When to use Historical Research

Historical research can be useful in a variety of contexts. Here are some examples of when historical research might be particularly appropriate:

When examining the historical roots of current events: Historical research can be used to explore the historical roots of current events, practices, and institutions. By understanding how things developed over time, we can gain a better understanding of the present.
When examining the historical context of a particular topic : Historical research can be used to explore the historical context of a particular topic, such as a social issue, political debate, or scientific development. By understanding the historical context, we can gain a more nuanced understanding of the topic and its significance.
When exploring the evolution of a particular field or discipline : Historical research can be used to explore the evolution of a particular field or discipline, such as medicine, law, or art. By understanding the historical development of the field, we can gain a better understanding of its current state and future directions.
When examining the impact of past events on current society : Historical research can be used to examine the impact of past events (such as wars, revolutions, or social movements) on current society. By understanding the historical context and impact of these events, we can gain insights into current social and political issues.
When studying the cultural heritage of a particular community or group : Historical research can be used to document and preserve the cultural heritage of a particular community or group. By understanding the historical significance of cultural practices, traditions, and artifacts, we can work to preserve them for future generations.

Characteristics of Historical Research

The following are some characteristics of historical research:

Focus on the past : Historical research focuses on events, people, and phenomena of the past. It seeks to understand how things developed over time and how they relate to current events.
Reliance on primary sources: Historical research relies on primary sources such as letters, diaries, newspapers, government documents, and other artifacts from the period being studied. These sources provide firsthand accounts of events and can help researchers gain a more accurate understanding of the past.
Interpretation of data : Historical research involves interpretation of data from primary sources. Researchers analyze and interpret data to draw conclusions about the past.
Use of multiple sources: Historical research often involves using multiple sources of data to gain a more complete understanding of the past. By examining a range of sources, researchers can cross-reference information and validate their findings.
Importance of context: Historical research emphasizes the importance of context. Researchers analyze the historical context in which events occurred and consider how that context influenced people’s actions and decisions.
Subjectivity : Historical research is inherently subjective, as researchers interpret data and draw conclusions based on their own perspectives and biases. Researchers must be aware of their own biases and strive for objectivity in their analysis.
Importance of historical significance: Historical research emphasizes the importance of historical significance. Researchers consider the historical significance of events, people, and phenomena and their impact on the present and future.
Use of qualitative methods : Historical research often uses qualitative methods such as content analysis, discourse analysis, and narrative analysis to analyze data and draw conclusions about the past.

Advantages of Historical Research

There are several advantages to historical research:

Provides a deeper understanding of the past : Historical research can provide a more comprehensive understanding of past events and how they have shaped current social, political, and economic conditions. This can help individuals and organizations make informed decisions about the future.
Helps preserve cultural heritage: Historical research can be used to document and preserve cultural heritage. By studying the history of a particular culture, researchers can gain insights into the cultural practices and beliefs that have shaped that culture over time.
Provides insights into long-term trends : Historical research can provide insights into long-term trends and patterns. By studying historical data over time, researchers can identify patterns and trends that may be difficult to discern from short-term data.
Facilitates the development of hypotheses: Historical research can facilitate the development of hypotheses about how past events have influenced current conditions. These hypotheses can be tested using other research methods, such as experiments or surveys.
Helps identify root causes of social problems : Historical research can help identify the root causes of social problems. By studying the historical context in which these problems developed, researchers can gain a better understanding of how they emerged and what factors may have contributed to their development.
Provides a source of inspiration: Historical research can provide a source of inspiration for individuals and organizations seeking to address current social, political, and economic challenges. By studying the accomplishments and struggles of past generations, researchers can gain insights into how to address current challenges.

Limitations of Historical Research

Some Limitations of Historical Research are as follows:

Reliance on incomplete or biased data: Historical research is often limited by the availability and quality of data. Many primary sources have been lost, destroyed, or are inaccessible, making it difficult to get a complete picture of historical events. Additionally, some primary sources may be biased or represent only one perspective on an event.
Difficulty in generalizing findings: Historical research is often specific to a particular time and place and may not be easily generalized to other contexts. This makes it difficult to draw broad conclusions about human behavior or social phenomena.
Lack of control over variables : Historical research often lacks control over variables. Researchers cannot manipulate or control historical events, making it difficult to establish cause-and-effect relationships.
Subjectivity of interpretation : Historical research is often subjective because researchers must interpret data and draw conclusions based on their own biases and perspectives. Different researchers may interpret the same data differently, leading to different conclusions.
Limited ability to test hypotheses: Historical research is often limited in its ability to test hypotheses. Because the events being studied have already occurred, researchers cannot manipulate variables or conduct experiments to test their hypotheses.
Lack of objectivity: Historical research is often subjective, and researchers must be aware of their own biases and strive for objectivity in their analysis. However, it can be difficult to maintain objectivity when studying events that are emotionally charged or controversial.
Limited generalizability: Historical research is often limited in its generalizability, as the events and conditions being studied may be specific to a particular time and place. This makes it difficult to draw broad conclusions that apply to other contexts or time periods.

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University of Wisconsin–Madison
University of Wisconsin-Madison
Research Guides
Introduction to Historical Research

Introduction to Historical Research : Home

Archival sources
Multimedia sources
Newspapers and other periodicals
Biographical Information
Government documents

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This guide is an introduction to selected resources available for historical research. It covers both primary sources (such as diaries, letters, newspaper articles, photographs, government documents and first-hand accounts) and secondary materials (such as books and articles written by historians and devoted to the analysis and interpretation of historical events and evidence).

"Research in history involves developing an understanding of the past through the examination and interpretation of evidence. Evidence may exist in the form of texts, physical remains of historic sites, recorded data, pictures, maps, artifacts, and so on. The historian’s job is to find evidence, analyze its content and biases, corroborate it with further evidence, and use that evidence to develop an interpretation of past events that holds some significance for the present.

Historians use libraries to

locate primary sources (first-hand information such as diaries, letters, and original documents) for evidence
find secondary sources (historians’ interpretations and analyses of historical evidence)
verify factual material as inconsistencies arise"

( Research and Documentation in the Electronic Age, Fifth Edition, by Diana Hacker and Barbara Fister, Bedford/St. Martin, 2010)

This guide is meant to help you work through these steps.

Other helpful guides

This is a list of other historical research guides you may find helpful:

Learning Historical Research Learning to Do Historical Research: A Primer for Environmental Historians and Others by William Cronon and his students, University of Wisconsin A website designed as a basic introduction to historical research for anyone and everyone who is interested in exploring the past.
Reading, Writing, and Researching for History: A Guide for College Students by Patrick Rael, Bowdoin College Guide to all aspects of historical scholarship—from reading a history book to doing primary source research to writing a history paper.
Writing Historical Essays: A Guide for Undergraduates Rutgers History Department guide to writing historical essays
History Study Guides History study guides created by the Carleton College History Department

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Last Updated: Mar 4, 2024 12:48 PM
URL: https://researchguides.library.wisc.edu/introhist

How it works

Historical Research – A Guide Based on its Uses & Steps

Published by Alvin Nicolas at August 16th, 2021 , Revised On August 29, 2023

History is a study of past incidents, and it’s different from natural science. In natural science, researchers prefer direct observations. Whereas in historical research, a researcher collects, analyses the information to understand, describe, and explain the events that occurred in the past.

They aim to test the truthfulness of the observations made by others. Historical researchers try to find out what happened exactly during a certain period of time as accurately and as closely as possible. It does not allow any manipulation or control of variables .

When to Use the Historical Research Method?

You can use historical research method to:

Uncover the unknown fact.
Answer questions
Identify the association between the past and present.
Understand the culture based on past experiences..
Record and evaluate the contributions of individuals, organisations, and institutes.

How to Conduct Historical Research?

Historical research involves the following steps:

Select the Research Topic
Collect the Data
Analyse the Data
Criticism of Data
Present your Findings

Tips to Collect Data

Step 1 – select the research topic.

If you want to conduct historical research, it’s essential to select a research topic before beginning your research. You can follow these tips while choosing a topic and developing a research question .

Consider your previous study as your previous knowledge and data can make your research enjoyable and comfortable for you.
List your interests and focus on the current events to find a promising question.
Take notes of regular activities and consider your personal experiences on a specific topic.
Develop a question using your research topic.
Explore your research question by asking yourself when? Why? How

Step 2- Collect the Data

It is essential to collect data and facts about the research question to get reliable outcomes. You need to select an appropriate instrument for data collection . Historical research includes two sources of data collection, such as primary and secondary sources.

Primary Sources

Primary sources are the original first-hand resources such as documents, oral or written records, witnesses to a fact, etc. These are of two types, such as:

Conscious Information : It’s a type of information recorded and restored consciously in the form of written, oral documents, or the actual witnesses of the incident that occurred in the past.

It includes the following sources:

Unconscious information : It’s a type of information restored in the form of remains or relics.

It includes information in the following forms:

Secondary Sources

Sometimes it’s impossible to access primary sources, and researchers rely on secondary sources to obtain information for their research.

It includes:

Publications
Periodicals
Encyclopedia

Step 3 – Analyse the Data

After collecting the information, you need to analyse it. You can use data analysis methods like

Thematic analysis
Coding system
Theoretical model ( Researchers use multiple theories to explain a specific phenomenon, situations, and behavior types.)
Quantitative data to validate

Step 4 – Criticism of Data

Data criticism is a process used for identifying the validity and reliability of the collected data. It’s of two types such as:

External Criticism :

It aims at identifying the external features of the data such as signature, handwriting, language, nature, spelling, etc., of the documents. It also involves the physical and chemical tests of paper, paint, ink, metal cloth, or any collected object.

Internal Criticism :

It aims at identifying the meaning and reliability of the data. It focuses on the errors, printing, translation, omission, additions in the documents. The researchers should use both external and internal criticism to ensure the validity of the data.

Step 5 – Present your Findings

While presenting the findings of your research , you need to ensure that you have met the objectives of your research or not. Historical material can be organised based on the theme and topic, and it’s known as thematic and topical arrangement. You can follow these tips while writing your research paper :

Build Arguments and Narrative

Your research aims not just to collect information as these are the raw materials of research. You need to build a strong argument and narrate the details of past events or incidents based on your findings.

Organise your Argument

You can review the literature and other researchers’ contributions to the topic you’ve chosen to enhance your thinking and argument.

Proofread, Revise and Edit

After putting your findings on a paper, you need to proofread it to weed out the errors, rewrite it to improve, and edit it thoroughly before submitting it.

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In this world of technology, many people rely on Google to find out any information. All you have to do is enter a few keywords and sit back. You’ll find several relevant results onscreen.

It’s an effective and quick way of gathering information. Sometimes historical documents are not accessible to everyone online, and you need to visit traditional libraries to find out historical treasures. It will help you explore your knowledge along with data collection.

You can visit historical places, conduct interviews, review literature, and access primary and secondary data sources such as books, newspapers, publications, documents, etc. You can take notes while collecting the information as it helps to organise the data accurately.

Advantages and Disadvantages of Historical Research

Frequently asked questions, what are the initial steps to perform historical research.

Initial steps for historical research:

Define research scope and period.
Gather background knowledge.
Identify primary and secondary sources.
Develop research questions.
Plan research approach.
Begin data collection and analysis.

An Introduction to Historical Research Design

Historical research design is a methodological approach that investigates and interprets past events, cultures, and phenomena through the analysis of historical sources. Researchers employing this design delve into primary and secondary sources, such as documents, artifacts, and testimonies, to construct a comprehensive understanding of the past.

This method involves critical analysis, contextualization, and the establishment of chronological frameworks to discern patterns, causes, and effects in historical developments. The goal is not only to narrate events but to interpret their significance within the broader historical context. Ethical considerations, including respect for privacy and sensitivity to diverse perspectives, are integral to the practice of historical research design. Overall, this approach contributes to our comprehension of the complexities and dynamics of human history across different periods and cultures.

This blog post aims to discuss the basics of Historical Research Design and advance your understanding concerning different aspects of this research design. This post is your gateway into the methodologies and intricacies of historical research design. From delving into ancient manuscripts to deciphering the narratives of bygone eras, historical research design is the key that unlocks the stories of our ancestors.

This write-up explores the fundamentals of Historical Research Design that shape the journey of researchers as they piece together the puzzle of history or archival documents at a time and will cover mainly the following areas.

What is Historical Research Design?

Why is it called Historical Research Design?

Definitions of Historical Research Design

Understanding of Historical Research Design from different perspectives
A brief history of Historical Research Design

What are the major fields of study in which Historical Research Design is used?

Can historical research design be used in health care?
What are the key characteristics/features of a Historical Research Design?

What are the types of Historical Research Design?

What is the main aim/purpose of a Historical Research Design?

These important topics are discussed here in detail:

Historical research design refers to the methodology and approach used by researchers to investigate and understand past events, phenomena, patterns and oral histories. It is a type of research design that focuses on studying historical data, documents, artifacts, and other sources to reconstruct and interpret events and their contexts.

It is a systematic approach to investigating past events using various sources of evidence, It involves identifying research questions, gathering data, analyzing evidence, and interpreting findings to gain a deeper understanding of the past.

Historical research design can be applied in various academic disciplines, including history, anthropology, sociology, and cultural studies. Researchers use a variety of methods, such as archival research, oral history interviews, and content analysis, to uncover and analyze historical data.

The term “Historical Research Design” encompasses the systematic approach that researchers employ to study and understand historical events and phenomena. Let’s break down the components of the name:

Historical: This term signifies the focus on the past. Historical research is concerned with events, cultures, and occurrences that have taken place in earlier times. It involves the examination of historical records, artifacts, and other sources to reconstruct and interpret the past.
Research: The term “research” emphasizes the systematic and investigative nature of the process. Researchers actively seek out and analyze information to answer specific questions or gain insights into historical issues. This involves a rigorous exploration of primary and secondary sources to gather evidence and construct a narrative.
Design: The inclusion of “design” highlights the structured and intentional nature of the methodology. In the context of historical research, design refers to the plan or framework that guides the research process. This plan involves considerations such as the selection of sources, methods of analysis, and the overall strategy for approaching historical questions.

In essence, “Historical Research Design” reflects the intentional and structured approach historians take when conducting research on the past events or happenings. It acknowledges that historical inquiry involves more than a casual exploration of the past; it requires a thoughtful and systematic design to uncover, interpret, and communicate the stories embedded in historical records.

Various authors have defined Historical Research Design differently. These minor differences can be attributed to several factors, including disciplinary backgrounds, theoretical perspectives, methodological preferences, and the evolving nature of historical scholarship. Here are some definitions of historical research design from different authors:

Robert V. Krueger and Mary A. Casey (2009) argued that historical research is a systematic study of the past, relying on primary and secondary sources to understand human events, trends, and processes over time. It involves a rigorous process of investigation, evaluation, and interpretation of evidence to reconstruct past events and develop meaningful historical narratives.

Similarly, Thomas J. Ricks (2009) believed that historical research is the use of historical sources, such as documents, artifacts, and oral histories, to investigate past events and develop an understanding of human behavior over time. It is a process of inquiry that involves identifying research questions, gathering and evaluating evidence, and constructing plausible explanations for past events.

According to William H. Sewell Jr. (2005) historical research is a systematic process of inquiry into the past that aims to reconstruct past events, identify causal relationships, and explain historical change. It involves the careful collection, evaluation, and interpretation of evidence to develop a nuanced understanding of the past. To Gabrielle M. Spiegel (2011) historical research is a mode of inquiry that employs a variety of methods and sources to investigate the past. It involves a process of critical analysis, interpretation, and synthesis to reconstruct past events and develop meaningful historical narratives.

Christine Lee (2014) elucidated that historical research is a systematic and rigorous approach to understanding the past through the examination of primary and secondary sources. It involves a process of identifying research questions, locating and evaluating evidence, constructing arguments, and communicating findings.

These definitions highlight the key aspects of historical research design, emphasizing its systematic approach, reliance on evidence, and focus on understanding the past. Historical research is a complex and multifaceted endeavor that requires careful consideration of sources, methods, and interpretations.

Understanding of Historical Research Design from different perspectives?

The general perspectives on historical research design have been expressed by scholars in their respective fields. These perspectives often converge on the systematic and methodological nature of historical research. However, it’s important to consult specific works by authors for their nuanced definitions. Here are some general perspectives:

Systematic investigation of the past: Historical research design refers to a systematic and intentional investigation of past events, cultures, and phenomena through the critical analysis of historical sources, artifacts, and records.
Methodological framework for understanding history: It is a methodological framework employed by researchers to explore and interpret the complexities of history, utilizing primary and secondary sources to construct a coherent narrative of the past.
Structured approach to uncover historical realities: Historical research design represents a structured approach to uncovering historical realities, involving the careful selection and analysis of diverse sources to reveal the multifaceted dimensions of historical events.
Organized exploration of primary and secondary sources: It involves the organized exploration of primary sources (contemporary documents, artifacts) and secondary sources (interpretations, analyses) to reconstruct historical events, understand causation, and appreciate the context in which they unfolded.
Chronological analysis and interpretation: Historical research design includes chronological analysis and interpretation, allowing researchers to establish timelines, identify patterns, and provide nuanced interpretations of historical developments.
Ethically grounded study of the past: It is an ethically grounded study of the past, requiring researchers to navigate issues of privacy, cultural sensitivity, and respect for diverse perspectives when engaging with historical sources and narratives.
Causal exploration and contextual understanding: Historical research design involves causal exploration, seeking to understand the factors and conditions that contributed to historical events. It emphasizes contextual understanding to provide a more comprehensive view of the past.
Triangulation of historical evidence: Researchers employ triangulation by cross-referencing multiple sources of historical evidence to enhance the reliability and validity of their findings, ensuring a more robust and well-supported historical narrative.
Interpretive analysis of significance: It goes beyond mere documentation by incorporating interpretive analysis, wherein researchers seek to understand and communicate the significance of historical events within the broader historical context.
Structured plan for historical inquiry: Historical research design is a structured plan guiding the entire process of historical inquiry, from the formulation of research questions to the synthesis of findings into a cohesive and meaningful historical narrative.

A brief history of Historical Research Design.

The development of historical research design is deeply intertwined with the evolution of historical methodology and the broader field of history. There are several key figures who have significantly contributed to shaping the methodologies and approaches used in historical research over time. It’s important to note that historical research design, as a formalized concept, has evolved gradually and does not have a single origin.

Here are some key milestones and contributors in the development of historical research design:

Leopold von Ranke (1795–1886): Often regarded as one of the founding figures of modern historical scholarship, Ranke emphasized the importance of using primary sources and adopting a critical, source-based approach. His influence contributed to the development of a more systematic and rigorous approach to historical research.
Charles Beard (1874–1948): Charles Beard, an American historian, advocated for an economic interpretation of history. His work, including “An Economic Interpretation of the Constitution of the United States,” influenced the study of history by highlighting the role of economic factors in shaping historical events.
Marc Bloch (1886–1944): A co-founder of the Annales School of history, Bloch emphasized the importance of interdisciplinary approaches and the study of long-term historical structures. His work encouraged a more comprehensive and contextual understanding of historical phenomena.
Fernand Braudel (1902–1985): Building on the Annales School tradition, Braudel introduced the concept of the “longue durée” (long term) in historical research. He encouraged historians to study the deep structures of history, including geography, climate, and social structures, over extended periods.
H. Carr (1892–1982): In his influential work “What Is History?” Carr discussed the role of the historian as an interpreter and emphasized the subjective nature of historical interpretation. He encouraged historians to be conscious of their biases and perspectives.
Natalie Zemon Davis (1928): Davis, a contemporary historian, has contributed to social history and emphasized the importance of including diverse voices and perspectives in historical research. Her work has influenced the study of history from the bottom up, focusing on the experiences of ordinary people.

While these scholars played crucial roles in shaping historical research methodologies, the concept of Historical Research Design emerged more formally in the 20th century as historians increasingly recognized the need for systematic approaches to guide their inquiries. Today, historical research design continues to evolve as scholars incorporate new methods, technologies, and interdisciplinary approaches into their studies.

Historical qualitative research design is employed across various fields where a nuanced understanding of the past is essential. This design can be applied in various academic disciplines, including history, anthropology, sociology, and cultural studies. Researchers use a variety of methods, such as archival research, oral history interviews, and content analysis, to uncover and analyze historical data.

In history itself, historians use qualitative methods to delve into primary sources, interpret narratives, and uncover the complexities of past events. Anthropologists apply historical qualitative research design to explore the cultural dynamics of past societies, while sociologists use it to investigate the historical context of social phenomena and societal structures. Archaeologists utilize qualitative methods to analyze artifacts within their historical context. Cultural studies scholars examine the historical development of cultural practices, identities, and representations. In literary studies, researchers employ historical qualitative research design to analyze texts in their historical and cultural contexts, unveiling the literary, social, and cultural dynamics of different periods. Education researchers explore the historical evolution of educational systems and practices. Political scientists investigate the historical development of political institutions, ideologies, and movements. In religious studies, scholars use historical qualitative research design to understand the development of religious beliefs and practices over time.

The interdisciplinary nature of historical qualitative research design makes it a versatile tool across numerous fields, enabling researchers to uncover the multifaceted dimensions of the past.

Can Historical Research Design be used in health care?

While historical qualitative research design is not as commonly associated with healthcare research as it is with disciplines like history or anthropology, it can indeed be applied in healthcare contexts. Historical qualitative research design in healthcare involves using qualitative methods to explore and understand the historical dimensions of healthcare practices, policies, and patient experiences. Here are a few ways in which historical qualitative research design can be applied in healthcare:

Evolution of healthcare practices: Researchers can use historical qualitative research design to investigate the historical development of healthcare practices, including medical treatments, diagnostic methods, and patient care. This can provide insights into the evolution of medical knowledge and the factors that have influenced healthcare delivery over time.
Health policy and institutions: Historical qualitative research can be employed to study the development of health policies, healthcare institutions, and the role of government in shaping healthcare systems. Understanding the historical context of healthcare policy can inform current debates and decision-making processes.
Patient experiences over time: Qualitative methods can be used to explore the historical experiences of patients in healthcare settings. This may involve examining historical documents, oral histories, or personal narratives to understand how individuals perceived and interacted with healthcare services in different eras.
Socio-cultural perspectives on health: Researchers can use historical qualitative research design to explore the socio-cultural dimensions of health and illness over time. This may include studying cultural beliefs, social attitudes toward health, and historical changes in the perception of diseases.
Ethical considerations in healthcare: Historical qualitative research can shed light on the ethical considerations in healthcare practices and research over different periods. This includes examining how ethical standards and practices have evolved and been influenced by societal values.
Development of healthcare technologies: Researchers can investigate the historical development of healthcare technologies and their impact on medical practices. This may include but limited to the adoption of new medical devices, diagnostic tools, and technological innovations in healthcare delivery.

While historical qualitative research design is not the primary methodology in healthcare research, its application can offer a richer understanding of the historical context in which healthcare systems and practices have evolved. It allows researchers to uncover the socio-cultural, ethical, and institutional factors that have shaped the healthcare landscape over time.

What are the key characteristics/features of Historical Research Design?

A well-crafted historical research design possesses several key characteristics and features that guide the systematic investigation and interpretation of past events. The key features of historical research design include:

Clear research questions: Historical research design begins with well-defined and focused research questions that set the direction for the investigation. These questions should be specific, relevant, and framed to address aspects of the past that the researcher aims to explore.
Use of primary and secondary sources: The design incorporates a strategy for gathering and analyzing both primary and secondary sources. Primary sources are firsthand accounts or artifacts from the time being studied, while secondary sources include interpretations and analyses by later scholars.
Critical analysis: Historians engage in critical analysis of sources, evaluating their reliability, authenticity, and bias. This involves considering the context in which the sources were created and assessing the perspectives and motivations of the individuals involved.
Contextualization: Historical research design emphasizes placing events, individuals, and phenomena within their historical context. This involves understanding the social, cultural, economic, and political conditions that influenced and shaped the historical developments under investigation.
Chronological framework: Establishing a chronological framework is crucial in historical research. Researchers organize events and developments in a timeline, facilitating the understanding of the sequence of occurrences and their temporal relationships.
Interpretation: Historical research design includes an interpretative dimension. Researchers move beyond the mere narration of events to provide thoughtful interpretations of their meaning and significance. This involves analyzing patterns, causes, and consequences.
Causal analysis: Investigating causation is a common feature. Historical research design often explores the factors and conditions that led to specific events or changes over time. Researchers seek to identify and understand the causal relationships at play.
Triangulation: Researchers use triangulation by cross-referencing information from multiple sources to enhance the reliability and validity of their findings. This methodological approach strengthens the overall robustness of the historical narrative.
Ethical considerations: Ethical considerations are integral to historical research design. Researchers must respect the rights and privacy of individuals and communities represented in historical records. This involves sensitivity to cultural perspectives and responsible handling of historical data.
Reflective awareness of bias: Historians acknowledge the potential biases in historical sources and maintain a reflective awareness of their own biases. This self-awareness helps researchers approach the past with a critical yet open-minded perspective.
Clarity in methodology: The research design includes a clear and transparent methodology outlining how data will be collected, analyzed, and interpreted. This clarity ensures that the research process is systematic and replicable.

These key characteristics collectively contribute to a well-designed and rigorous historical research study, enabling researchers to uncover and communicate a nuanced understanding of the past.

Historical research design encompasses various approaches and methods tailored to the specific goals of a study. Here are several types of historical research design:

Descriptive research design: This type involves a detailed and comprehensive exploration of historical events, providing a thorough account without necessarily delving into causation or interpretation. It is often the starting point for historical inquiries.
Explanatory research design: Explanatory designs aim to uncover the reasons or causes behind historical events or phenomena. Researchers using this design seek to understand the factors that contributed to specific outcomes in the past.
Comparative research design: Comparative historical research involves analyzing similarities and differences between different historical contexts or events. By examining multiple cases, researchers can identify patterns, variations, and underlying factors.
Longitudinal research design: Longitudinal designs track the development of a specific subject or phenomenon over an extended period. This approach is valuable for studying changes and continuities across different historical epochs.
Retrospective research design: Researchers employing a retrospective design study historical events or phenomena that have already occurred. This design is common in medical and epidemiological research, where investigators examine past events to identify potential causes.
Oral history research design: Oral history designs involve collecting and analyzing firsthand accounts of individuals who have lived through specific historical events. This approach is particularly valuable for preserving and understanding personal experiences.
Biographical research design: Biographical research designs focus on the life and experiences of a particular individual in history. By examining an individual’s biography, researchers can gain insights into broader historical contexts.
Content analysis research design: Content analysis involves systematically analyzing and interpreting the content of historical documents, texts, or artifacts. Researchers use this design to identify patterns, themes, and trends within the historical record.
Archival research design: Archival research designs center on the systematic examination of historical documents, records, and materials housed in archives. This approach is fundamental for uncovering primary sources and constructing historical narratives.
Narrative research design: Narrative research designs focus on the storytelling aspect of historical research. Researchers construct narratives to convey the sequence of events and interpret the meaning and significance of historical occurrences.

These types of historical research designs are not mutually exclusive, and researchers often employ a combination of approaches to address their research questions comprehensively. The choice of design depends on the nature of the historical inquiry and the specific goals of the study.

The aim or purpose of a historical research design is to systematically investigate and interpret past events, cultures, and phenomena. The design provides a structured framework for conducting historical research, guiding researchers in their exploration of the past. The key purposes of a historical research design include:

Understanding the past: The primary aim of historical research design is to deepen our understanding of the past. Researchers seek to uncover and analyze historical events, cultures, and developments, aiming to provide insights into the complexities of human history.
Reconstructing historical narratives: Historical research design facilitates the reconstruction of historical narratives. Researchers use a combination of primary and secondary sources to piece together a coherent and accurate account of what happened in the past.
Interpreting significance: Historical research design aims to interpret the significance of historical events and phenomena. It goes beyond mere documentation, offering insights into the meaning and implications of past occurrences within their historical context.
Identifying patterns and trends: Researchers use historical research design to identify patterns, trends, and recurring themes in historical data. This helps in recognizing broader historical forces, social changes, and cultural shifts over time.
Exploring causation: Historical research design allows researchers to explore causation in historical events. By analyzing the factors and conditions that led to specific outcomes, researchers seek to understand the cause-and-effect relationships shaping the past.
Contextualizing historical developments: Contextualization is a key purpose of historical research design. Researchers aim to place historical events within their broader social, cultural, economic, and political context, providing a more comprehensive understanding.
Contributing to historical knowledge: Historical research design contributes to the body of historical knowledge. By conducting rigorous and systematic research, scholars add new insights, perspectives, and interpretations to our collective understanding of the past.
Preserving cultural heritage: Historical research design plays a role in preserving cultural heritage. By documenting and interpreting historical events, researchers contribute to the preservation of cultural and historical artifacts, traditions, and memories.
Informing contemporary understanding: Historical research design has the purpose of informing contemporary understanding. By studying the past, researchers and society at large can gain insights into the origins of current issues, institutions, and cultural practices.
Enhancing critical thinking: Engaging in historical research design cultivates critical thinking skills. Researchers must critically analyze sources, question assumptions, and navigate complexities, fostering a disciplined and rigorous approach to understanding the past.

In summary, the aim of historical research design is multifaceted, encompassing the exploration, interpretation, and contextualization of the past to contribute to our broader understanding of human history. The choice of research design depends on the specific research questions being investigated and the availability of relevant sources. Historians often employ a combination of methods to gain a comprehensive understanding of the past.

These types of historical research design represent the diverse approaches that historians employ to investigate the past. Each approach has its strengths and limitations, and the choice of method depends on the specific research objectives and the nature of the available evidence.

The next blog post provides you with a step-by-step guide for developing a historical research design and will cover the following important topics:

Importance of Historical Research Design
Strengths and limitations of Historical Research Design
What research philosophy suits Historical Research Design?
Why do researchers select a Historical research design?
Is the Historical research design qualitative or quantitative in nature?
What are the most commonly used data collection methods in Historical Research Design?
How to develop a Historical Research Design?
What are the procedures involved in Historical Design?
How many participants used to be engaged in Historical Research?
What is the common format or structure of a Historical Research Study?
How long should be a Historical Research study?
Who utilizes the Historical Research?
How is Historical Research Design used?

Dr Syed Hafeez Ahmad

An Introduction to Historical Research Design

Choosing the Right Research Philosophy for Grounded Theory Research Design

Conceptualizing a theoretical framework for qualitative research: Exemplifying 03 relevant theories

Understanding the Fundamentals of Ethnographic Research Design: With Focus on Key Principles and Best Practices

Doing a Ph.D-Was that really a mistake?

Case study research design and a step-by-step guide on how to develop it?

Managing Human Resource in Public Sector Universities of Khyber Pakhtunkhwa, Pakistan: Problems and Prospects

About Author

Hi, my name is Dr. Hafeez

I am a research blogger, YouTuber and content writer. This blog is aimed at sharing my knowledge, experience and insight with the academics, research scholars and policy makers about universities' governance and changing dynamics of higher education landscape in Pakistan.

Historical Research Method: Home

What is historical research.

Historical research or historiography , "attempts to systematically recapture the complex nuances, the people,meanings,events,and even ideas of the past that have influenced and shaped the present". (Berg & Lure, 2012, p. 305 )

Historical research relies on a wide variety of sources, both primary & secondary including unpublished material.

Primary Sources

Eyewitness accounts of events
Can be oral or written testimony
Found in public records & legal documents, minutes of meetings, corporate records, recordings, letters, diaries, journals, drawings.
Located in university archives, libraries or privately run collections such as local historical society.

Secondary Sources

Can be oral or written
Secondhand accounts of events
Found in textbooks, encyclopedias, journal articles, newspapers, biographies and other media such as films or tape recordings.

Steps in Historical Research

Historical research involves the following steps:

Identify an idea, topic or research question
Conduct a background literature review
Refine the research idea and questions
Determine that historical methods will be the method used
Identify and locate primary and secondary data sources
Evaluate the authenticity and accuracy of source materials
Analyze the date and develop a narrative exposition of the findings.

(Berg & Lune, 2012, p.311)

Locating Information: Libraries

In addition to raw data and unpublished manuscripts, libraries also hold back copies of journals and newspapers.

Western Australia
ECU Library
Curtin University
Murdoch University
Notre Dame University
State Library of W.A.
Trove Books, images, historic newspapers, maps, music, archives and more
WorldCat Can limit to archival and downloadable

Locating information - Archives

National Archives of Australia
UK Government Web Archive
National Archives (U.S.)
Nursing History: Historical Methodology Produced by the AAHN

Key Sources

Pandora PANDORA, Australia's Web Archive was established by the National Library in 1996 and is a collection of historic online publications relating to Australia and Australians. Online publications and web sites are selected for inclusion in the collection with the purpose of providing long-term and persistent access to them.
Directory of Archives in Australia
RSL Living History The Listening Post is the official organ of the RSL in Western Australia and was first published in December 1921. The first two decades of the Listening Post, are now available online for viewing with more scheduled releases throughout the year.
Internet Archive Digital library of Internet sites and other cultural artifacts in digital form. Free access to researchers, historians, scholars, and the general public.
Repositories of primary sources
The national union catalog of manuscript collections (United States)
National Technical Information Service (U.S.) Provides access to a large collection of historical and current government technical reports that exists in many academic, public, government, and corporate libraries.
A history of nursing Four vols available online
British Journal of Nursing The journal contains a wide range of information about hospitals, wards, staff, patients, illness and diseases, medicine and treatments, hospital equipment and events.
Directory of history of medicine colections U.S. National Library of medicine. National Institutes of Health
The Australian Nursing and Midwifery History Project
Nursing Studies Index An annotated guide to reported studies, research methods, and historical and biographical materials in periodicals, books, and pamphlets published in English. Prepared by Yale University.
Early experieneces in Australasia: Primary sources and personal nattatives, 1788-1901 Provides a unique and personal view of events in the region from the arrival of the first settlers through to Australian Federation at the close of the nineteenth century. Includes first-person accounts, including letters and diaries, narratives, and other primary source materials.

Locating Information: Museums

Alfred Archives Alfred Hospital, Melbourne
Florence Nightingale Museum (U.K.) London
London Museums of Health & Medicine
National Museum Australia. Research Centre National Museum Australia
Nursing Museum Royal Brisbane & Women's Hospital
Virtual Museum South Australian Medical Heritage Society
W.A. Medical Museum Harvey House, King Edward Memorial Hospital

Locating Information: Historical Societies

Directory of Australian Historical Societies at Society hill Extensive list of historical societies throughout Australia
Royal Australian Historical Society Sydney
Royal Western Australian Historical Society

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Research Methods for History

Lucy Faire and Simon Gunn
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Language: English
Publisher: Edinburgh University Press
Copyright year: 2016
Audience: College/higher education;
Main content: 288
Other: 24 B/W illustrations
Keywords: History
Published: July 8, 2016
ISBN: 9781474408745

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Natural History in the Age of Revolutions, 1776–1848
In the Shadow of the Tree: The Diagrammatics of Relatedness as Scientific, Scholarly and Popular Practice
The Many Births of the Test-Tube Baby
Culture at the Macro-Scale: Boundaries, Barriers and Endogenous Change
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FlyBase: Communicating Drosophila Genetics on Paper and Online, 1970–2000
The Lost Museums of Cambridge Science, 1865–1936
From Hansa to Lufthansa: Transportation Technologies and the Mobility of Knowledge in Germanic Lands and Beyond, 1300–2018
Medical Publishers, Obscenity Law and the Business of Sexual Knowledge in Victorian Britain
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Tools and techniques for historical research

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If you are just starting out in HPS, this will be the first time for many years – perhaps ever – that you have done substantial library or museum based research. The number of general studies may seem overwhelming, yet digging out specific material relevant to your topic may seem like finding needles in a haystack. Before turning to the specific entries that make up this guide, there are a few general points that apply more widely.

Planning your research

Because good research and good writing go hand in hand, probably the single most important key to successful research is having a good topic. For that, all you need at the beginning are two things: (a) a problem that you are genuinely interested in and (b) a specific issue, controversy, technique, instrument, person, etc. that is likely to offer a fruitful way forward for exploring your problem. In the early stages, it's often a good idea to be general about (a) and very specific about (b). So you might be interested in why people decide to become doctors, and decide to look at the early career of a single practitioner from the early nineteenth century, when the evidence for this kind of question happens to be unusually good. You can get lots of advice from people in the Department about places to look for topics, especially if you combine this with reading in areas of potential interest. Remember that you're more likely to get good advice if you're able to mesh your interests with something that a potential supervisor knows about. HPS is such a broad field that it's impossible for any department to cover all aspects of it with an equal degree of expertise. It can be reassuring to know that your topic will evolve as your research develops, although it is vital that you establish some basic parameters relatively quickly. Otherwise you will end up doing the research for two, three or even four research papers or dissertations, when all you need is the material for one.

Before beginning detailed work, it's obviously a good idea to read some of the secondary literature surrounding your subject. The more general books are listed on the reading lists for the Part II lecture courses, and some of the specialist literature is listed in these research guides. This doesn't need to involve an exhaustive search, at least not at this stage, but you do need to master the fundamentals of what's been done if you're going to be in a position to judge the relevance of anything you find. If there are lectures being offered in your topic, make sure to attend them; and if they are offered later in the year, try to see if you can obtain a preliminary bibliography from the lecturer.

After that, it's usually a good idea to immerse yourself in your main primary sources as soon as possible. If you are studying a museum object, this is the time to look at it closely; if you're writing about a debate, get together the main papers relevant to it and give them a close read; if you're writing about a specific experiment, look at the published papers, the laboratory notebook, and the relevant letters. Don't spend hours in the early stages of research ferreting out hard-to-find details, unless you're absolutely positive that they are of central importance to the viability of your topic. Start to get a feel for the material you have, and the questions that might be explored further. Make an outline of the main topics that you hope to cover, organized along what you see as the most interesting themes (and remember, 'background' is not usually an interesting theme on its own).

At this stage, research can go in many different directions. At some point, you'll want to read more about the techniques other historians have used for exploring similar questions. Most fields have an established repertoire of ways of approaching problems, and you need to know what these are, especially if you decide to reject them. One of the advantages of an interdisciplinary field like HPS is that you are exposed to different and often conflicting ways of tackling similar questions. Remember that this is true within history itself, and you need to be aware of alternatives. This may well involve looking further afield, at classic books or articles that are not specifically on 'your' subject. For example, it may be that you could find some helpful ideas for a study of modern scientific portraiture in a book on the eighteenth century. The best books dealing with educational maps may not be on the astronomical ones you are studying, but on ones used for teaching classical geography. See where the inspiration for works you admire comes from, and have a look at the sources they have used. This will help you develop the kind of focussed questions that make for a successful piece of work.

As you develop an outline and begin to think through your topic in more detail, you'll be in good position to plan possible lines of research. Don't try to find out everything about your topic: pick those aspects that are likely to prove most fruitful for the direction your essay seems to be heading. For example, it may be worth spending a long time searching for biographical details about a person if their career and life are central to your analysis; but in many other cases, such issues may not be very important. If your interest is in the reception of a work, it is likely to be more fruitful to learn a lot about a few commentaries or reviews (where they appeared, who wrote them, and so forth) than to gather in randomly all the comments you can find.

Follow up hints in other people's footnotes. Works that are otherwise dull or outdated in approach are sometimes based on very solid research. One secondary reference to a crucial letter or newspaper article can save you hours of mindless trawling, and lead you straight to the information you need. Moreover, good historians often signal questions or sources that they think would be worth investigating further.

Remember that the best history almost always depends on developing new approaches and interpretations, not on knowing about a secret archive no one has used before. If you give your work time to develop, and combine research with writing, you will discover new sources, and (better still) a fresh importance for material that has supposedly been known for a long time. As you become familiar with your topic, you are likely to find that evidence you dug out at the beginning of your project is much more significant than you thought it was. In historical research, the most important evidence often isn't sitting there on the surface – it's something you need to dig out through close reading and an understanding of the situation in which the document you are studying was written, or in which the object was produced. This is especially true of instruments, paintings and other non-textual sources.

Some standard reference works

Your research should become more focussed as time goes on. Don't just gather randomly: you should always have at least some idea of why you are looking for something, and what you might hope to find. Make guesses, follow up hunches, see if an idea you have has the possibility to work out. At the beginning, it can be valuable to learn the full range of what is available, but eventually you should be following up specific issues, a bit like a detective tracing the clues to a mystery. It is at this stage of research, which is often best done in conjunction with writing up sections of your project, that knowing where to find answers to specific questions is most useful. There is nothing more disheartening than spending a week to find a crucial fact, only to discover that it's been sitting on the shelf next to you all term. The Whipple has a wide variety of guides, biographical dictionaries and bibliographies, so spend a few minutes early on looking at the reference shelves.

Every major country has a national biographical dictionary (the new version of the British one is the Oxford Dictionary of National Biography , available 2004 online). For better-known scientists, a good place to start is Charles C. Gillispie (ed.) Dictionary of Scientific Biography (1970–1980). There are more specialized dictionaries for every scientific field, from entomology to astronomy. The University Library has a huge selection of biographical sources; ask your supervisor about the best ones for your purpose.

Preliminary searching for book titles and other bibliographical information is now often best done online, and every historian should know how to use the British Library's online search facility; COPAC (the UK national library database); and WorldCat (an international database). All of these are accessible through the HPS Whipple Library website (under 'other catalogues'). At the time of writing, the University Library is remains one of the few libraries of its size to have many of its records not available online, so remember that you have to check the green guard-book catalogues (and the supplementary catalogues) for most items published before 1977. It is hoped that this situation will be rectified soon. There are also numerous bibliographies for individual sciences and subjects, together with catalogues of relevant manuscripts. Most of these are listed elsewhere in this guide.

As questions arise, you will want to be able to access books and articles by other historians that touch upon your subject. There are many sources for this listed elsewhere in this guide, but you should definitely know about the Isis Current Bibliography and The Wellcome Bibliography for the History of Medicine . Both are available online, the former through the RLG History of Science, Technology and Medicine database, the latter through the website of the Wellcome Library.

Libraries and museums

Finally, a word in praise of libraries and museums. As the comments above make clear, the internet is invaluable for searching for specific pieces of information. If you need a bibliographical reference or a general reading list from a course at another university, it is an excellent place to begin. If you are looking for the source of an unidentified quotation, typing it into Google (or an appropriate database held by the University Library) will often turn up the source in seconds. Many academic journals are now online, as are the texts of many books, though not always in a paginated or citable form.

For almost all historical topics, however, libraries filled with printed books and journals will remain the principal tools for research, just as museums will continue to be essential to any work dealing with the material culture of past science. The reason for this is simple: what is on the internet is the result of decisions by people in the past decade, while libraries and museums are the product of a continuous history of collecting over several thousand years. Cambridge has some of the best collections for the history of science anywhere. Despite what is often said, this is not because of the famous manuscripts or showpiece books (these are mostly available in other ways), but because of the depth and range of its collections across the whole field. The Whipple Library is small and friendly, and has an unparalleled selection of secondary works selected over many years – don't just go for specific titles you've found in the catalogue, try browsing around, and ask the librarians for help if you can't see what you are looking for. Explore the Whipple Museum and talk to the curator and the staff. There are rich troves of material in these departmental collections, on topics ranging from phrenology and microscopy to the early development of pocket calculators. Become familiar with what the University Library has to offer: it is large and sometimes idiosyncratic, but worth getting to know well if you are at all serious about research. It is a fantastic instrument for studying the human past – the historian's equivalent of CERN or the Hubble Telescope. And all you need to get in is a student ID.

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Executive Summary
The C.A.R.S. Model
Background Information
The Research Problem/Question
Theoretical Framework
Citation Tracking
Content Alert Services
Evaluating Sources
Primary Sources
Secondary Sources
Tiertiary Sources
Scholarly vs. Popular Publications
Qualitative Methods
Quantitative Methods
Insiderness
Using Non-Textual Elements
Limitations of the Study
Common Grammar Mistakes
Writing Concisely
Avoiding Plagiarism
Footnotes or Endnotes?
Further Readings
Generative AI and Writing
USC Libraries Tutorials and Other Guides
Bibliography

Introduction

Before beginning your paper, you need to decide how you plan to design the study .

The research design refers to the overall strategy and analytical approach that you have chosen in order to integrate, in a coherent and logical way, the different components of the study, thus ensuring that the research problem will be thoroughly investigated. It constitutes the blueprint for the collection, measurement, and interpretation of information and data. Note that the research problem determines the type of design you choose, not the other way around!

De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Trochim, William M.K. Research Methods Knowledge Base. 2006.

General Structure and Writing Style

The function of a research design is to ensure that the evidence obtained enables you to effectively address the research problem logically and as unambiguously as possible . In social sciences research, obtaining information relevant to the research problem generally entails specifying the type of evidence needed to test the underlying assumptions of a theory, to evaluate a program, or to accurately describe and assess meaning related to an observable phenomenon.

With this in mind, a common mistake made by researchers is that they begin their investigations before they have thought critically about what information is required to address the research problem. Without attending to these design issues beforehand, the overall research problem will not be adequately addressed and any conclusions drawn will run the risk of being weak and unconvincing. As a consequence, the overall validity of the study will be undermined.

The length and complexity of describing the research design in your paper can vary considerably, but any well-developed description will achieve the following :

Identify the research problem clearly and justify its selection, particularly in relation to any valid alternative designs that could have been used,
Review and synthesize previously published literature associated with the research problem,
Clearly and explicitly specify hypotheses [i.e., research questions] central to the problem,
Effectively describe the information and/or data which will be necessary for an adequate testing of the hypotheses and explain how such information and/or data will be obtained, and
Describe the methods of analysis to be applied to the data in determining whether or not the hypotheses are true or false.

The research design is usually incorporated into the introduction of your paper . You can obtain an overall sense of what to do by reviewing studies that have utilized the same research design [e.g., using a case study approach]. This can help you develop an outline to follow for your own paper.

NOTE : Use the SAGE Research Methods Online and Cases and the SAGE Research Methods Videos databases to search for scholarly resources on how to apply specific research designs and methods . The Research Methods Online database contains links to more than 175,000 pages of SAGE publisher's book, journal, and reference content on quantitative, qualitative, and mixed research methodologies. Also included is a collection of case studies of social research projects that can be used to help you better understand abstract or complex methodological concepts. The Research Methods Videos database contains hours of tutorials, interviews, video case studies, and mini-documentaries covering the entire research process.

Creswell, John W. and J. David Creswell. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 5th edition. Thousand Oaks, CA: Sage, 2018; De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Leedy, Paul D. and Jeanne Ellis Ormrod. Practical Research: Planning and Design . Tenth edition. Boston, MA: Pearson, 2013; Vogt, W. Paul, Dianna C. Gardner, and Lynne M. Haeffele. When to Use What Research Design . New York: Guilford, 2012.

Action Research Design

Definition and Purpose

The essentials of action research design follow a characteristic cycle whereby initially an exploratory stance is adopted, where an understanding of a problem is developed and plans are made for some form of interventionary strategy. Then the intervention is carried out [the "action" in action research] during which time, pertinent observations are collected in various forms. The new interventional strategies are carried out, and this cyclic process repeats, continuing until a sufficient understanding of [or a valid implementation solution for] the problem is achieved. The protocol is iterative or cyclical in nature and is intended to foster deeper understanding of a given situation, starting with conceptualizing and particularizing the problem and moving through several interventions and evaluations.

What do these studies tell you ?

This is a collaborative and adaptive research design that lends itself to use in work or community situations.
Design focuses on pragmatic and solution-driven research outcomes rather than testing theories.
When practitioners use action research, it has the potential to increase the amount they learn consciously from their experience; the action research cycle can be regarded as a learning cycle.
Action research studies often have direct and obvious relevance to improving practice and advocating for change.
There are no hidden controls or preemption of direction by the researcher.

What these studies don't tell you ?

It is harder to do than conducting conventional research because the researcher takes on responsibilities of advocating for change as well as for researching the topic.
Action research is much harder to write up because it is less likely that you can use a standard format to report your findings effectively [i.e., data is often in the form of stories or observation].
Personal over-involvement of the researcher may bias research results.
The cyclic nature of action research to achieve its twin outcomes of action [e.g. change] and research [e.g. understanding] is time-consuming and complex to conduct.
Advocating for change usually requires buy-in from study participants.

Coghlan, David and Mary Brydon-Miller. The Sage Encyclopedia of Action Research . Thousand Oaks, CA: Sage, 2014; Efron, Sara Efrat and Ruth Ravid. Action Research in Education: A Practical Guide . New York: Guilford, 2013; Gall, Meredith. Educational Research: An Introduction . Chapter 18, Action Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Kemmis, Stephen and Robin McTaggart. “Participatory Action Research.” In Handbook of Qualitative Research . Norman Denzin and Yvonna S. Lincoln, eds. 2nd ed. (Thousand Oaks, CA: SAGE, 2000), pp. 567-605; McNiff, Jean. Writing and Doing Action Research . London: Sage, 2014; Reason, Peter and Hilary Bradbury. Handbook of Action Research: Participative Inquiry and Practice . Thousand Oaks, CA: SAGE, 2001.

Case Study Design

A case study is an in-depth study of a particular research problem rather than a sweeping statistical survey or comprehensive comparative inquiry. It is often used to narrow down a very broad field of research into one or a few easily researchable examples. The case study research design is also useful for testing whether a specific theory and model actually applies to phenomena in the real world. It is a useful design when not much is known about an issue or phenomenon.

Approach excels at bringing us to an understanding of a complex issue through detailed contextual analysis of a limited number of events or conditions and their relationships.
A researcher using a case study design can apply a variety of methodologies and rely on a variety of sources to investigate a research problem.
Design can extend experience or add strength to what is already known through previous research.
Social scientists, in particular, make wide use of this research design to examine contemporary real-life situations and provide the basis for the application of concepts and theories and the extension of methodologies.
The design can provide detailed descriptions of specific and rare cases.
A single or small number of cases offers little basis for establishing reliability or to generalize the findings to a wider population of people, places, or things.
Intense exposure to the study of a case may bias a researcher's interpretation of the findings.
Design does not facilitate assessment of cause and effect relationships.
Vital information may be missing, making the case hard to interpret.
The case may not be representative or typical of the larger problem being investigated.
If the criteria for selecting a case is because it represents a very unusual or unique phenomenon or problem for study, then your interpretation of the findings can only apply to that particular case.

Case Studies. Writing@CSU. Colorado State University; Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 4, Flexible Methods: Case Study Design. 2nd ed. New York: Columbia University Press, 1999; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Greenhalgh, Trisha, editor. Case Study Evaluation: Past, Present and Future Challenges . Bingley, UK: Emerald Group Publishing, 2015; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Stake, Robert E. The Art of Case Study Research . Thousand Oaks, CA: SAGE, 1995; Yin, Robert K. Case Study Research: Design and Theory . Applied Social Research Methods Series, no. 5. 3rd ed. Thousand Oaks, CA: SAGE, 2003.

Causal Design

Causality studies may be thought of as understanding a phenomenon in terms of conditional statements in the form, “If X, then Y.” This type of research is used to measure what impact a specific change will have on existing norms and assumptions. Most social scientists seek causal explanations that reflect tests of hypotheses. Causal effect (nomothetic perspective) occurs when variation in one phenomenon, an independent variable, leads to or results, on average, in variation in another phenomenon, the dependent variable.

Conditions necessary for determining causality:

Empirical association -- a valid conclusion is based on finding an association between the independent variable and the dependent variable.
Appropriate time order -- to conclude that causation was involved, one must see that cases were exposed to variation in the independent variable before variation in the dependent variable.
Nonspuriousness -- a relationship between two variables that is not due to variation in a third variable.
Causality research designs assist researchers in understanding why the world works the way it does through the process of proving a causal link between variables and by the process of eliminating other possibilities.
Replication is possible.
There is greater confidence the study has internal validity due to the systematic subject selection and equity of groups being compared.
Not all relationships are causal! The possibility always exists that, by sheer coincidence, two unrelated events appear to be related [e.g., Punxatawney Phil could accurately predict the duration of Winter for five consecutive years but, the fact remains, he's just a big, furry rodent].
Conclusions about causal relationships are difficult to determine due to a variety of extraneous and confounding variables that exist in a social environment. This means causality can only be inferred, never proven.
If two variables are correlated, the cause must come before the effect. However, even though two variables might be causally related, it can sometimes be difficult to determine which variable comes first and, therefore, to establish which variable is the actual cause and which is the actual effect.

Beach, Derek and Rasmus Brun Pedersen. Causal Case Study Methods: Foundations and Guidelines for Comparing, Matching, and Tracing . Ann Arbor, MI: University of Michigan Press, 2016; Bachman, Ronet. The Practice of Research in Criminology and Criminal Justice . Chapter 5, Causation and Research Designs. 3rd ed. Thousand Oaks, CA: Pine Forge Press, 2007; Brewer, Ernest W. and Jennifer Kubn. “Causal-Comparative Design.” In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 125-132; Causal Research Design: Experimentation. Anonymous SlideShare Presentation; Gall, Meredith. Educational Research: An Introduction . Chapter 11, Nonexperimental Research: Correlational Designs. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Trochim, William M.K. Research Methods Knowledge Base. 2006.

Cohort Design

Often used in the medical sciences, but also found in the applied social sciences, a cohort study generally refers to a study conducted over a period of time involving members of a population which the subject or representative member comes from, and who are united by some commonality or similarity. Using a quantitative framework, a cohort study makes note of statistical occurrence within a specialized subgroup, united by same or similar characteristics that are relevant to the research problem being investigated, rather than studying statistical occurrence within the general population. Using a qualitative framework, cohort studies generally gather data using methods of observation. Cohorts can be either "open" or "closed."

Open Cohort Studies [dynamic populations, such as the population of Los Angeles] involve a population that is defined just by the state of being a part of the study in question (and being monitored for the outcome). Date of entry and exit from the study is individually defined, therefore, the size of the study population is not constant. In open cohort studies, researchers can only calculate rate based data, such as, incidence rates and variants thereof.
Closed Cohort Studies [static populations, such as patients entered into a clinical trial] involve participants who enter into the study at one defining point in time and where it is presumed that no new participants can enter the cohort. Given this, the number of study participants remains constant (or can only decrease).
The use of cohorts is often mandatory because a randomized control study may be unethical. For example, you cannot deliberately expose people to asbestos, you can only study its effects on those who have already been exposed. Research that measures risk factors often relies upon cohort designs.
Because cohort studies measure potential causes before the outcome has occurred, they can demonstrate that these “causes” preceded the outcome, thereby avoiding the debate as to which is the cause and which is the effect.
Cohort analysis is highly flexible and can provide insight into effects over time and related to a variety of different types of changes [e.g., social, cultural, political, economic, etc.].
Either original data or secondary data can be used in this design.
In cases where a comparative analysis of two cohorts is made [e.g., studying the effects of one group exposed to asbestos and one that has not], a researcher cannot control for all other factors that might differ between the two groups. These factors are known as confounding variables.
Cohort studies can end up taking a long time to complete if the researcher must wait for the conditions of interest to develop within the group. This also increases the chance that key variables change during the course of the study, potentially impacting the validity of the findings.
Due to the lack of randominization in the cohort design, its external validity is lower than that of study designs where the researcher randomly assigns participants.

Healy P, Devane D. “Methodological Considerations in Cohort Study Designs.” Nurse Researcher 18 (2011): 32-36; Glenn, Norval D, editor. Cohort Analysis . 2nd edition. Thousand Oaks, CA: Sage, 2005; Levin, Kate Ann. Study Design IV: Cohort Studies. Evidence-Based Dentistry 7 (2003): 51–52; Payne, Geoff. “Cohort Study.” In The SAGE Dictionary of Social Research Methods . Victor Jupp, editor. (Thousand Oaks, CA: Sage, 2006), pp. 31-33; Study Design 101. Himmelfarb Health Sciences Library. George Washington University, November 2011; Cohort Study. Wikipedia.

Cross-Sectional Design

Cross-sectional research designs have three distinctive features: no time dimension; a reliance on existing differences rather than change following intervention; and, groups are selected based on existing differences rather than random allocation. The cross-sectional design can only measure differences between or from among a variety of people, subjects, or phenomena rather than a process of change. As such, researchers using this design can only employ a relatively passive approach to making causal inferences based on findings.

Cross-sectional studies provide a clear 'snapshot' of the outcome and the characteristics associated with it, at a specific point in time.
Unlike an experimental design, where there is an active intervention by the researcher to produce and measure change or to create differences, cross-sectional designs focus on studying and drawing inferences from existing differences between people, subjects, or phenomena.
Entails collecting data at and concerning one point in time. While longitudinal studies involve taking multiple measures over an extended period of time, cross-sectional research is focused on finding relationships between variables at one moment in time.
Groups identified for study are purposely selected based upon existing differences in the sample rather than seeking random sampling.
Cross-section studies are capable of using data from a large number of subjects and, unlike observational studies, is not geographically bound.
Can estimate prevalence of an outcome of interest because the sample is usually taken from the whole population.
Because cross-sectional designs generally use survey techniques to gather data, they are relatively inexpensive and take up little time to conduct.
Finding people, subjects, or phenomena to study that are very similar except in one specific variable can be difficult.
Results are static and time bound and, therefore, give no indication of a sequence of events or reveal historical or temporal contexts.
Studies cannot be utilized to establish cause and effect relationships.
This design only provides a snapshot of analysis so there is always the possibility that a study could have differing results if another time-frame had been chosen.
There is no follow up to the findings.

Bethlehem, Jelke. "7: Cross-sectional Research." In Research Methodology in the Social, Behavioural and Life Sciences . Herman J Adèr and Gideon J Mellenbergh, editors. (London, England: Sage, 1999), pp. 110-43; Bourque, Linda B. “Cross-Sectional Design.” In The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman, and Tim Futing Liao. (Thousand Oaks, CA: 2004), pp. 230-231; Hall, John. “Cross-Sectional Survey Design.” In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 173-174; Helen Barratt, Maria Kirwan. Cross-Sectional Studies: Design Application, Strengths and Weaknesses of Cross-Sectional Studies. Healthknowledge, 2009. Cross-Sectional Study. Wikipedia.

Descriptive Design

Descriptive research designs help provide answers to the questions of who, what, when, where, and how associated with a particular research problem; a descriptive study cannot conclusively ascertain answers to why. Descriptive research is used to obtain information concerning the current status of the phenomena and to describe "what exists" with respect to variables or conditions in a situation.

The subject is being observed in a completely natural and unchanged natural environment. True experiments, whilst giving analyzable data, often adversely influence the normal behavior of the subject [a.k.a., the Heisenberg effect whereby measurements of certain systems cannot be made without affecting the systems].
Descriptive research is often used as a pre-cursor to more quantitative research designs with the general overview giving some valuable pointers as to what variables are worth testing quantitatively.
If the limitations are understood, they can be a useful tool in developing a more focused study.
Descriptive studies can yield rich data that lead to important recommendations in practice.
Appoach collects a large amount of data for detailed analysis.
The results from a descriptive research cannot be used to discover a definitive answer or to disprove a hypothesis.
Because descriptive designs often utilize observational methods [as opposed to quantitative methods], the results cannot be replicated.
The descriptive function of research is heavily dependent on instrumentation for measurement and observation.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 5, Flexible Methods: Descriptive Research. 2nd ed. New York: Columbia University Press, 1999; Given, Lisa M. "Descriptive Research." In Encyclopedia of Measurement and Statistics . Neil J. Salkind and Kristin Rasmussen, editors. (Thousand Oaks, CA: Sage, 2007), pp. 251-254; McNabb, Connie. Descriptive Research Methodologies. Powerpoint Presentation; Shuttleworth, Martyn. Descriptive Research Design, September 26, 2008; Erickson, G. Scott. "Descriptive Research Design." In New Methods of Market Research and Analysis . (Northampton, MA: Edward Elgar Publishing, 2017), pp. 51-77; Sahin, Sagufta, and Jayanta Mete. "A Brief Study on Descriptive Research: Its Nature and Application in Social Science." International Journal of Research and Analysis in Humanities 1 (2021): 11; K. Swatzell and P. Jennings. “Descriptive Research: The Nuts and Bolts.” Journal of the American Academy of Physician Assistants 20 (2007), pp. 55-56; Kane, E. Doing Your Own Research: Basic Descriptive Research in the Social Sciences and Humanities . London: Marion Boyars, 1985.

Experimental Design

A blueprint of the procedure that enables the researcher to maintain control over all factors that may affect the result of an experiment. In doing this, the researcher attempts to determine or predict what may occur. Experimental research is often used where there is time priority in a causal relationship (cause precedes effect), there is consistency in a causal relationship (a cause will always lead to the same effect), and the magnitude of the correlation is great. The classic experimental design specifies an experimental group and a control group. The independent variable is administered to the experimental group and not to the control group, and both groups are measured on the same dependent variable. Subsequent experimental designs have used more groups and more measurements over longer periods. True experiments must have control, randomization, and manipulation.

Experimental research allows the researcher to control the situation. In so doing, it allows researchers to answer the question, “What causes something to occur?”
Permits the researcher to identify cause and effect relationships between variables and to distinguish placebo effects from treatment effects.
Experimental research designs support the ability to limit alternative explanations and to infer direct causal relationships in the study.
Approach provides the highest level of evidence for single studies.
The design is artificial, and results may not generalize well to the real world.
The artificial settings of experiments may alter the behaviors or responses of participants.
Experimental designs can be costly if special equipment or facilities are needed.
Some research problems cannot be studied using an experiment because of ethical or technical reasons.
Difficult to apply ethnographic and other qualitative methods to experimentally designed studies.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 7, Flexible Methods: Experimental Research. 2nd ed. New York: Columbia University Press, 1999; Chapter 2: Research Design, Experimental Designs. School of Psychology, University of New England, 2000; Chow, Siu L. "Experimental Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 448-453; "Experimental Design." In Social Research Methods . Nicholas Walliman, editor. (London, England: Sage, 2006), pp, 101-110; Experimental Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Kirk, Roger E. Experimental Design: Procedures for the Behavioral Sciences . 4th edition. Thousand Oaks, CA: Sage, 2013; Trochim, William M.K. Experimental Design. Research Methods Knowledge Base. 2006; Rasool, Shafqat. Experimental Research. Slideshare presentation.

Exploratory Design

An exploratory design is conducted about a research problem when there are few or no earlier studies to refer to or rely upon to predict an outcome . The focus is on gaining insights and familiarity for later investigation or undertaken when research problems are in a preliminary stage of investigation. Exploratory designs are often used to establish an understanding of how best to proceed in studying an issue or what methodology would effectively apply to gathering information about the issue.

The goals of exploratory research are intended to produce the following possible insights:

Familiarity with basic details, settings, and concerns.
Well grounded picture of the situation being developed.
Generation of new ideas and assumptions.
Development of tentative theories or hypotheses.
Determination about whether a study is feasible in the future.
Issues get refined for more systematic investigation and formulation of new research questions.
Direction for future research and techniques get developed.
Design is a useful approach for gaining background information on a particular topic.
Exploratory research is flexible and can address research questions of all types (what, why, how).
Provides an opportunity to define new terms and clarify existing concepts.
Exploratory research is often used to generate formal hypotheses and develop more precise research problems.
In the policy arena or applied to practice, exploratory studies help establish research priorities and where resources should be allocated.
Exploratory research generally utilizes small sample sizes and, thus, findings are typically not generalizable to the population at large.
The exploratory nature of the research inhibits an ability to make definitive conclusions about the findings. They provide insight but not definitive conclusions.
The research process underpinning exploratory studies is flexible but often unstructured, leading to only tentative results that have limited value to decision-makers.
Design lacks rigorous standards applied to methods of data gathering and analysis because one of the areas for exploration could be to determine what method or methodologies could best fit the research problem.

Cuthill, Michael. “Exploratory Research: Citizen Participation, Local Government, and Sustainable Development in Australia.” Sustainable Development 10 (2002): 79-89; Streb, Christoph K. "Exploratory Case Study." In Encyclopedia of Case Study Research . Albert J. Mills, Gabrielle Durepos and Eiden Wiebe, editors. (Thousand Oaks, CA: Sage, 2010), pp. 372-374; Taylor, P. J., G. Catalano, and D.R.F. Walker. “Exploratory Analysis of the World City Network.” Urban Studies 39 (December 2002): 2377-2394; Exploratory Research. Wikipedia.

Field Research Design

Sometimes referred to as ethnography or participant observation, designs around field research encompass a variety of interpretative procedures [e.g., observation and interviews] rooted in qualitative approaches to studying people individually or in groups while inhabiting their natural environment as opposed to using survey instruments or other forms of impersonal methods of data gathering. Information acquired from observational research takes the form of “ field notes ” that involves documenting what the researcher actually sees and hears while in the field. Findings do not consist of conclusive statements derived from numbers and statistics because field research involves analysis of words and observations of behavior. Conclusions, therefore, are developed from an interpretation of findings that reveal overriding themes, concepts, and ideas. More information can be found HERE .

Field research is often necessary to fill gaps in understanding the research problem applied to local conditions or to specific groups of people that cannot be ascertained from existing data.
The research helps contextualize already known information about a research problem, thereby facilitating ways to assess the origins, scope, and scale of a problem and to gage the causes, consequences, and means to resolve an issue based on deliberate interaction with people in their natural inhabited spaces.
Enables the researcher to corroborate or confirm data by gathering additional information that supports or refutes findings reported in prior studies of the topic.
Because the researcher in embedded in the field, they are better able to make observations or ask questions that reflect the specific cultural context of the setting being investigated.
Observing the local reality offers the opportunity to gain new perspectives or obtain unique data that challenges existing theoretical propositions or long-standing assumptions found in the literature.

What these studies don't tell you

A field research study requires extensive time and resources to carry out the multiple steps involved with preparing for the gathering of information, including for example, examining background information about the study site, obtaining permission to access the study site, and building trust and rapport with subjects.
Requires a commitment to staying engaged in the field to ensure that you can adequately document events and behaviors as they unfold.
The unpredictable nature of fieldwork means that researchers can never fully control the process of data gathering. They must maintain a flexible approach to studying the setting because events and circumstances can change quickly or unexpectedly.
Findings can be difficult to interpret and verify without access to documents and other source materials that help to enhance the credibility of information obtained from the field [i.e., the act of triangulating the data].
Linking the research problem to the selection of study participants inhabiting their natural environment is critical. However, this specificity limits the ability to generalize findings to different situations or in other contexts or to infer courses of action applied to other settings or groups of people.
The reporting of findings must take into account how the researcher themselves may have inadvertently affected respondents and their behaviors.

Historical Design

The purpose of a historical research design is to collect, verify, and synthesize evidence from the past to establish facts that defend or refute a hypothesis. It uses secondary sources and a variety of primary documentary evidence, such as, diaries, official records, reports, archives, and non-textual information [maps, pictures, audio and visual recordings]. The limitation is that the sources must be both authentic and valid.

The historical research design is unobtrusive; the act of research does not affect the results of the study.
The historical approach is well suited for trend analysis.
Historical records can add important contextual background required to more fully understand and interpret a research problem.
There is often no possibility of researcher-subject interaction that could affect the findings.
Historical sources can be used over and over to study different research problems or to replicate a previous study.
The ability to fulfill the aims of your research are directly related to the amount and quality of documentation available to understand the research problem.
Since historical research relies on data from the past, there is no way to manipulate it to control for contemporary contexts.
Interpreting historical sources can be very time consuming.
The sources of historical materials must be archived consistently to ensure access. This may especially challenging for digital or online-only sources.
Original authors bring their own perspectives and biases to the interpretation of past events and these biases are more difficult to ascertain in historical resources.
Due to the lack of control over external variables, historical research is very weak with regard to the demands of internal validity.
It is rare that the entirety of historical documentation needed to fully address a research problem is available for interpretation, therefore, gaps need to be acknowledged.

Howell, Martha C. and Walter Prevenier. From Reliable Sources: An Introduction to Historical Methods . Ithaca, NY: Cornell University Press, 2001; Lundy, Karen Saucier. "Historical Research." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor. (Thousand Oaks, CA: Sage, 2008), pp. 396-400; Marius, Richard. and Melvin E. Page. A Short Guide to Writing about History . 9th edition. Boston, MA: Pearson, 2015; Savitt, Ronald. “Historical Research in Marketing.” Journal of Marketing 44 (Autumn, 1980): 52-58; Gall, Meredith. Educational Research: An Introduction . Chapter 16, Historical Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007.

Longitudinal Design

A longitudinal study follows the same sample over time and makes repeated observations. For example, with longitudinal surveys, the same group of people is interviewed at regular intervals, enabling researchers to track changes over time and to relate them to variables that might explain why the changes occur. Longitudinal research designs describe patterns of change and help establish the direction and magnitude of causal relationships. Measurements are taken on each variable over two or more distinct time periods. This allows the researcher to measure change in variables over time. It is a type of observational study sometimes referred to as a panel study.

Longitudinal data facilitate the analysis of the duration of a particular phenomenon.
Enables survey researchers to get close to the kinds of causal explanations usually attainable only with experiments.
The design permits the measurement of differences or change in a variable from one period to another [i.e., the description of patterns of change over time].
Longitudinal studies facilitate the prediction of future outcomes based upon earlier factors.
The data collection method may change over time.
Maintaining the integrity of the original sample can be difficult over an extended period of time.
It can be difficult to show more than one variable at a time.
This design often needs qualitative research data to explain fluctuations in the results.
A longitudinal research design assumes present trends will continue unchanged.
It can take a long period of time to gather results.
There is a need to have a large sample size and accurate sampling to reach representativness.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 6, Flexible Methods: Relational and Longitudinal Research. 2nd ed. New York: Columbia University Press, 1999; Forgues, Bernard, and Isabelle Vandangeon-Derumez. "Longitudinal Analyses." In Doing Management Research . Raymond-Alain Thiétart and Samantha Wauchope, editors. (London, England: Sage, 2001), pp. 332-351; Kalaian, Sema A. and Rafa M. Kasim. "Longitudinal Studies." In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 440-441; Menard, Scott, editor. Longitudinal Research . Thousand Oaks, CA: Sage, 2002; Ployhart, Robert E. and Robert J. Vandenberg. "Longitudinal Research: The Theory, Design, and Analysis of Change.” Journal of Management 36 (January 2010): 94-120; Longitudinal Study. Wikipedia.

Meta-Analysis Design

Meta-analysis is an analytical methodology designed to systematically evaluate and summarize the results from a number of individual studies, thereby, increasing the overall sample size and the ability of the researcher to study effects of interest. The purpose is to not simply summarize existing knowledge, but to develop a new understanding of a research problem using synoptic reasoning. The main objectives of meta-analysis include analyzing differences in the results among studies and increasing the precision by which effects are estimated. A well-designed meta-analysis depends upon strict adherence to the criteria used for selecting studies and the availability of information in each study to properly analyze their findings. Lack of information can severely limit the type of analyzes and conclusions that can be reached. In addition, the more dissimilarity there is in the results among individual studies [heterogeneity], the more difficult it is to justify interpretations that govern a valid synopsis of results. A meta-analysis needs to fulfill the following requirements to ensure the validity of your findings:

Clearly defined description of objectives, including precise definitions of the variables and outcomes that are being evaluated;
A well-reasoned and well-documented justification for identification and selection of the studies;
Assessment and explicit acknowledgment of any researcher bias in the identification and selection of those studies;
Description and evaluation of the degree of heterogeneity among the sample size of studies reviewed; and,
Justification of the techniques used to evaluate the studies.
Can be an effective strategy for determining gaps in the literature.
Provides a means of reviewing research published about a particular topic over an extended period of time and from a variety of sources.
Is useful in clarifying what policy or programmatic actions can be justified on the basis of analyzing research results from multiple studies.
Provides a method for overcoming small sample sizes in individual studies that previously may have had little relationship to each other.
Can be used to generate new hypotheses or highlight research problems for future studies.
Small violations in defining the criteria used for content analysis can lead to difficult to interpret and/or meaningless findings.
A large sample size can yield reliable, but not necessarily valid, results.
A lack of uniformity regarding, for example, the type of literature reviewed, how methods are applied, and how findings are measured within the sample of studies you are analyzing, can make the process of synthesis difficult to perform.
Depending on the sample size, the process of reviewing and synthesizing multiple studies can be very time consuming.

Beck, Lewis W. "The Synoptic Method." The Journal of Philosophy 36 (1939): 337-345; Cooper, Harris, Larry V. Hedges, and Jeffrey C. Valentine, eds. The Handbook of Research Synthesis and Meta-Analysis . 2nd edition. New York: Russell Sage Foundation, 2009; Guzzo, Richard A., Susan E. Jackson and Raymond A. Katzell. “Meta-Analysis Analysis.” In Research in Organizational Behavior , Volume 9. (Greenwich, CT: JAI Press, 1987), pp 407-442; Lipsey, Mark W. and David B. Wilson. Practical Meta-Analysis . Thousand Oaks, CA: Sage Publications, 2001; Study Design 101. Meta-Analysis. The Himmelfarb Health Sciences Library, George Washington University; Timulak, Ladislav. “Qualitative Meta-Analysis.” In The SAGE Handbook of Qualitative Data Analysis . Uwe Flick, editor. (Los Angeles, CA: Sage, 2013), pp. 481-495; Walker, Esteban, Adrian V. Hernandez, and Micheal W. Kattan. "Meta-Analysis: It's Strengths and Limitations." Cleveland Clinic Journal of Medicine 75 (June 2008): 431-439.

Mixed-Method Design

Narrative and non-textual information can add meaning to numeric data, while numeric data can add precision to narrative and non-textual information.
Can utilize existing data while at the same time generating and testing a grounded theory approach to describe and explain the phenomenon under study.
A broader, more complex research problem can be investigated because the researcher is not constrained by using only one method.
The strengths of one method can be used to overcome the inherent weaknesses of another method.
Can provide stronger, more robust evidence to support a conclusion or set of recommendations.
May generate new knowledge new insights or uncover hidden insights, patterns, or relationships that a single methodological approach might not reveal.
Produces more complete knowledge and understanding of the research problem that can be used to increase the generalizability of findings applied to theory or practice.
A researcher must be proficient in understanding how to apply multiple methods to investigating a research problem as well as be proficient in optimizing how to design a study that coherently melds them together.
Can increase the likelihood of conflicting results or ambiguous findings that inhibit drawing a valid conclusion or setting forth a recommended course of action [e.g., sample interview responses do not support existing statistical data].
Because the research design can be very complex, reporting the findings requires a well-organized narrative, clear writing style, and precise word choice.
Design invites collaboration among experts. However, merging different investigative approaches and writing styles requires more attention to the overall research process than studies conducted using only one methodological paradigm.
Concurrent merging of quantitative and qualitative research requires greater attention to having adequate sample sizes, using comparable samples, and applying a consistent unit of analysis. For sequential designs where one phase of qualitative research builds on the quantitative phase or vice versa, decisions about what results from the first phase to use in the next phase, the choice of samples and estimating reasonable sample sizes for both phases, and the interpretation of results from both phases can be difficult.
Due to multiple forms of data being collected and analyzed, this design requires extensive time and resources to carry out the multiple steps involved in data gathering and interpretation.

Burch, Patricia and Carolyn J. Heinrich. Mixed Methods for Policy Research and Program Evaluation . Thousand Oaks, CA: Sage, 2016; Creswell, John w. et al. Best Practices for Mixed Methods Research in the Health Sciences . Bethesda, MD: Office of Behavioral and Social Sciences Research, National Institutes of Health, 2010Creswell, John W. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 4th edition. Thousand Oaks, CA: Sage Publications, 2014; Domínguez, Silvia, editor. Mixed Methods Social Networks Research . Cambridge, UK: Cambridge University Press, 2014; Hesse-Biber, Sharlene Nagy. Mixed Methods Research: Merging Theory with Practice . New York: Guilford Press, 2010; Niglas, Katrin. “How the Novice Researcher Can Make Sense of Mixed Methods Designs.” International Journal of Multiple Research Approaches 3 (2009): 34-46; Onwuegbuzie, Anthony J. and Nancy L. Leech. “Linking Research Questions to Mixed Methods Data Analysis Procedures.” The Qualitative Report 11 (September 2006): 474-498; Tashakorri, Abbas and John W. Creswell. “The New Era of Mixed Methods.” Journal of Mixed Methods Research 1 (January 2007): 3-7; Zhanga, Wanqing. “Mixed Methods Application in Health Intervention Research: A Multiple Case Study.” International Journal of Multiple Research Approaches 8 (2014): 24-35 .

Observational Design

This type of research design draws a conclusion by comparing subjects against a control group, in cases where the researcher has no control over the experiment. There are two general types of observational designs. In direct observations, people know that you are watching them. Unobtrusive measures involve any method for studying behavior where individuals do not know they are being observed. An observational study allows a useful insight into a phenomenon and avoids the ethical and practical difficulties of setting up a large and cumbersome research project.

Observational studies are usually flexible and do not necessarily need to be structured around a hypothesis about what you expect to observe [data is emergent rather than pre-existing].
The researcher is able to collect in-depth information about a particular behavior.
Can reveal interrelationships among multifaceted dimensions of group interactions.
You can generalize your results to real life situations.
Observational research is useful for discovering what variables may be important before applying other methods like experiments.
Observation research designs account for the complexity of group behaviors.
Reliability of data is low because seeing behaviors occur over and over again may be a time consuming task and are difficult to replicate.
In observational research, findings may only reflect a unique sample population and, thus, cannot be generalized to other groups.
There can be problems with bias as the researcher may only "see what they want to see."
There is no possibility to determine "cause and effect" relationships since nothing is manipulated.
Sources or subjects may not all be equally credible.
Any group that is knowingly studied is altered to some degree by the presence of the researcher, therefore, potentially skewing any data collected.

Atkinson, Paul and Martyn Hammersley. “Ethnography and Participant Observation.” In Handbook of Qualitative Research . Norman K. Denzin and Yvonna S. Lincoln, eds. (Thousand Oaks, CA: Sage, 1994), pp. 248-261; Observational Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Patton Michael Quinn. Qualitiative Research and Evaluation Methods . Chapter 6, Fieldwork Strategies and Observational Methods. 3rd ed. Thousand Oaks, CA: Sage, 2002; Payne, Geoff and Judy Payne. "Observation." In Key Concepts in Social Research . The SAGE Key Concepts series. (London, England: Sage, 2004), pp. 158-162; Rosenbaum, Paul R. Design of Observational Studies . New York: Springer, 2010;Williams, J. Patrick. "Nonparticipant Observation." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor.(Thousand Oaks, CA: Sage, 2008), pp. 562-563.

Philosophical Design

Understood more as an broad approach to examining a research problem than a methodological design, philosophical analysis and argumentation is intended to challenge deeply embedded, often intractable, assumptions underpinning an area of study. This approach uses the tools of argumentation derived from philosophical traditions, concepts, models, and theories to critically explore and challenge, for example, the relevance of logic and evidence in academic debates, to analyze arguments about fundamental issues, or to discuss the root of existing discourse about a research problem. These overarching tools of analysis can be framed in three ways:

Ontology -- the study that describes the nature of reality; for example, what is real and what is not, what is fundamental and what is derivative?
Epistemology -- the study that explores the nature of knowledge; for example, by what means does knowledge and understanding depend upon and how can we be certain of what we know?
Axiology -- the study of values; for example, what values does an individual or group hold and why? How are values related to interest, desire, will, experience, and means-to-end? And, what is the difference between a matter of fact and a matter of value?
Can provide a basis for applying ethical decision-making to practice.
Functions as a means of gaining greater self-understanding and self-knowledge about the purposes of research.
Brings clarity to general guiding practices and principles of an individual or group.
Philosophy informs methodology.
Refine concepts and theories that are invoked in relatively unreflective modes of thought and discourse.
Beyond methodology, philosophy also informs critical thinking about epistemology and the structure of reality (metaphysics).
Offers clarity and definition to the practical and theoretical uses of terms, concepts, and ideas.
Limited application to specific research problems [answering the "So What?" question in social science research].
Analysis can be abstract, argumentative, and limited in its practical application to real-life issues.
While a philosophical analysis may render problematic that which was once simple or taken-for-granted, the writing can be dense and subject to unnecessary jargon, overstatement, and/or excessive quotation and documentation.
There are limitations in the use of metaphor as a vehicle of philosophical analysis.
There can be analytical difficulties in moving from philosophy to advocacy and between abstract thought and application to the phenomenal world.

Burton, Dawn. "Part I, Philosophy of the Social Sciences." In Research Training for Social Scientists . (London, England: Sage, 2000), pp. 1-5; Chapter 4, Research Methodology and Design. Unisa Institutional Repository (UnisaIR), University of South Africa; Jarvie, Ian C., and Jesús Zamora-Bonilla, editors. The SAGE Handbook of the Philosophy of Social Sciences . London: Sage, 2011; Labaree, Robert V. and Ross Scimeca. “The Philosophical Problem of Truth in Librarianship.” The Library Quarterly 78 (January 2008): 43-70; Maykut, Pamela S. Beginning Qualitative Research: A Philosophic and Practical Guide . Washington, DC: Falmer Press, 1994; McLaughlin, Hugh. "The Philosophy of Social Research." In Understanding Social Work Research . 2nd edition. (London: SAGE Publications Ltd., 2012), pp. 24-47; Stanford Encyclopedia of Philosophy . Metaphysics Research Lab, CSLI, Stanford University, 2013.

Sequential Design

The researcher has a limitless option when it comes to sample size and the sampling schedule.
Due to the repetitive nature of this research design, minor changes and adjustments can be done during the initial parts of the study to correct and hone the research method.
This is a useful design for exploratory studies.
There is very little effort on the part of the researcher when performing this technique. It is generally not expensive, time consuming, or workforce intensive.
Because the study is conducted serially, the results of one sample are known before the next sample is taken and analyzed. This provides opportunities for continuous improvement of sampling and methods of analysis.
The sampling method is not representative of the entire population. The only possibility of approaching representativeness is when the researcher chooses to use a very large sample size significant enough to represent a significant portion of the entire population. In this case, moving on to study a second or more specific sample can be difficult.
The design cannot be used to create conclusions and interpretations that pertain to an entire population because the sampling technique is not randomized. Generalizability from findings is, therefore, limited.
Difficult to account for and interpret variation from one sample to another over time, particularly when using qualitative methods of data collection.

Betensky, Rebecca. Harvard University, Course Lecture Note slides; Bovaird, James A. and Kevin A. Kupzyk. "Sequential Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 1347-1352; Cresswell, John W. Et al. “Advanced Mixed-Methods Research Designs.” In Handbook of Mixed Methods in Social and Behavioral Research . Abbas Tashakkori and Charles Teddle, eds. (Thousand Oaks, CA: Sage, 2003), pp. 209-240; Henry, Gary T. "Sequential Sampling." In The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman and Tim Futing Liao, editors. (Thousand Oaks, CA: Sage, 2004), pp. 1027-1028; Nataliya V. Ivankova. “Using Mixed-Methods Sequential Explanatory Design: From Theory to Practice.” Field Methods 18 (February 2006): 3-20; Bovaird, James A. and Kevin A. Kupzyk. “Sequential Design.” In Encyclopedia of Research Design . Neil J. Salkind, ed. Thousand Oaks, CA: Sage, 2010; Sequential Analysis. Wikipedia.

Systematic Review

A systematic review synthesizes the findings of multiple studies related to each other by incorporating strategies of analysis and interpretation intended to reduce biases and random errors.
The application of critical exploration, evaluation, and synthesis methods separates insignificant, unsound, or redundant research from the most salient and relevant studies worthy of reflection.
They can be use to identify, justify, and refine hypotheses, recognize and avoid hidden problems in prior studies, and explain data inconsistencies and conflicts in data.
Systematic reviews can be used to help policy makers formulate evidence-based guidelines and regulations.
The use of strict, explicit, and pre-determined methods of synthesis, when applied appropriately, provide reliable estimates about the effects of interventions, evaluations, and effects related to the overarching research problem investigated by each study under review.
Systematic reviews illuminate where knowledge or thorough understanding of a research problem is lacking and, therefore, can then be used to guide future research.
The accepted inclusion of unpublished studies [i.e., grey literature] ensures the broadest possible way to analyze and interpret research on a topic.
Results of the synthesis can be generalized and the findings extrapolated into the general population with more validity than most other types of studies .
Systematic reviews do not create new knowledge per se; they are a method for synthesizing existing studies about a research problem in order to gain new insights and determine gaps in the literature.
The way researchers have carried out their investigations [e.g., the period of time covered, number of participants, sources of data analyzed, etc.] can make it difficult to effectively synthesize studies.
The inclusion of unpublished studies can introduce bias into the review because they may not have undergone a rigorous peer-review process prior to publication. Examples may include conference presentations or proceedings, publications from government agencies, white papers, working papers, and internal documents from organizations, and doctoral dissertations and Master's theses.

Denyer, David and David Tranfield. "Producing a Systematic Review." In The Sage Handbook of Organizational Research Methods . David A. Buchanan and Alan Bryman, editors. ( Thousand Oaks, CA: Sage Publications, 2009), pp. 671-689; Foster, Margaret J. and Sarah T. Jewell, editors. Assembling the Pieces of a Systematic Review: A Guide for Librarians . Lanham, MD: Rowman and Littlefield, 2017; Gough, David, Sandy Oliver, James Thomas, editors. Introduction to Systematic Reviews . 2nd edition. Los Angeles, CA: Sage Publications, 2017; Gopalakrishnan, S. and P. Ganeshkumar. “Systematic Reviews and Meta-analysis: Understanding the Best Evidence in Primary Healthcare.” Journal of Family Medicine and Primary Care 2 (2013): 9-14; Gough, David, James Thomas, and Sandy Oliver. "Clarifying Differences between Review Designs and Methods." Systematic Reviews 1 (2012): 1-9; Khan, Khalid S., Regina Kunz, Jos Kleijnen, and Gerd Antes. “Five Steps to Conducting a Systematic Review.” Journal of the Royal Society of Medicine 96 (2003): 118-121; Mulrow, C. D. “Systematic Reviews: Rationale for Systematic Reviews.” BMJ 309:597 (September 1994); O'Dwyer, Linda C., and Q. Eileen Wafford. "Addressing Challenges with Systematic Review Teams through Effective Communication: A Case Report." Journal of the Medical Library Association 109 (October 2021): 643-647; Okoli, Chitu, and Kira Schabram. "A Guide to Conducting a Systematic Literature Review of Information Systems Research." Sprouts: Working Papers on Information Systems 10 (2010); Siddaway, Andy P., Alex M. Wood, and Larry V. Hedges. "How to Do a Systematic Review: A Best Practice Guide for Conducting and Reporting Narrative Reviews, Meta-analyses, and Meta-syntheses." Annual Review of Psychology 70 (2019): 747-770; Torgerson, Carole J. “Publication Bias: The Achilles’ Heel of Systematic Reviews?” British Journal of Educational Studies 54 (March 2006): 89-102; Torgerson, Carole. Systematic Reviews . New York: Continuum, 2003.

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Qualitative study design: Historical

Qualitative study design
Phenomenology
Grounded theory
Ethnography
Narrative inquiry
Action research
Case Studies
Field research
Focus groups
Observation
Surveys & questionnaires
Study Designs Home

Looking at the past to inform the future.

Describing and examining past events to better understand the present and to anticipate potential effects on the future. To identify a need for knowledge that requires a historical investigation. Piecing together a history, particularly when there are no people living to tell their story.

Oral recordings

Can provide a fuller picture of the scope of the research as it covers a wider range of sources. As an example, documents such as diaries, oral histories and official records and newspaper reports were used to identify a scurvy and smallpox epidemic among Klondike gold rushers (Highet p3).

Unobtrusiveness of this research method.

Limitations

Issues with validity – can only use the historical information that is available today.

Primary sources are hard to locate.

Hard to triangulate findings (find other resources to back up the information provided in the original resource).

Example questions

What caused an outbreak of polio in the past that may contribute to the outbreaks of today?
How has the attitude to LGBTQIA+ changed over the past 50 years?

Example studies

Hallett, C. E., Madsen, W., Pateman, B., & Bradshaw, J. (2012). " Time enough! Or not enough time!" An oral history investigation of some British and Australian community nurses' responses to demands for "efficiency" in health care, 1960-2000 . Nursing History Review, 20, 136-161.
Navarro, J. A., Kohl, K. S., Cetron, M. S., & Markel, H. (2016). A tale of many cities: a contemporary historical study of the implementation of school closures during the 2009 pA(H1N1) influenza pandemic. Journal of Health Politics, Policy and Law, 41(3), 393-422. Retrieved from http://ezproxy.deakin.edu.au/login?url=http://search.ebscohost.com/login.aspx?direct=true&AuthType=ip,sso&db=lhh&AN=20163261834&site=ehost-live&scope=site

Edith Cowan University Library. (2019). Historical Research Method. Retrieved from https://ecu.au.libguides.com/historical-research-method

Godshall, M. (2016). Fast facts for evidence-based practice in nursing: Implementing EBP in a nutshell (2nd ed.). New York: Springer Publishing Company.

Highet, M. J. (2010). "It Depends on Where You Look": The Unusual Presentation of Scurvy and Smallpox Among Klondike Gold Rushers as Revealed Through Qualitative Data Sources. Past Imperfect, 16, 3-34. doi:10.21971/P7J59D

Saks, M., & Allsop, J. (2012). Researching health: qualitative, quantitative and mixed methods (2nd ed.). London: SAGE.

Taylor, B. J., & Francis, K. (2013). Qualitative research in the health sciences: methodologies, methods and processes. Abingdon, Oxon: Routledge.

University of Missouri-St. Louis. Qualitative Research Designs. Retrieved from http://www.umsl.edu/~lindquists/qualdsgn.html

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Methodology

Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

A research design is a strategy for answering your research question using empirical data. Creating a research design means making decisions about:

Your overall aims and approach
The type of research design you’ll use
Your sampling methods or criteria for selecting subjects
Your data collection methods
The procedures you’ll follow to collect data
Your data analysis methods

A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, frequently asked questions.

Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities – start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

How much time do you have to collect data and write up the research?
Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

Prevent plagiarism, run a free check.

Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types. Experimental and quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends, and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analysing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study – plants, animals, organisations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region, or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalise your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalise to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected – for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in – for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced , while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

How many participants do you need for an adequate sample size?
What inclusion and exclusion criteria will you use to identify eligible participants?
How will you contact your sample – by mail, online, by phone, or in person?

If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organising and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymise and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

On their own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyse the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarise your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarise your sample data in terms of:

The distribution of the data (e.g., the frequency of each score on a test)
The central tendency of the data (e.g., the mean to describe the average score)
The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

Make estimates about the population based on your sample data.
Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analysing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

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

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

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

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

The research methods you use depend on the type of data you need to answer your research question .

If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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Indian J Crit Care Med
v.23(Suppl 4); 2019 Dec

Understanding Research Study Designs

Priya ranganathan.

Department of Anesthesiology, Critical Care and Pain, Tata Memorial Hospital, Mumbai, Maharashtra, India

In this article, we will look at the important features of various types of research study designs used commonly in biomedical research.

How to cite this article

Ranganathan P. Understanding Research Study Designs. Indian J Crit Care Med 2019;23(Suppl 4):S305–S307.

We use a variety of research study designs in biomedical research. In this article, the main features of each of these designs are summarized.

TERMS USED IN RESEARCH DESIGNS

Exposure vs outcome.

Exposure refers to any factor that may be associated with the outcome of interest. It is also called the predictor variable or independent variable or risk factor. Outcome refers to the variable that is studied to assess the impact of the exposure on the population. It is also known as the predicted variable or the dependent variable. For example, in a study looking at nerve damage after organophosphate (OPC) poisoning, the exposure would be OPC and the outcome would be nerve damage.

Longitudinal vs Transversal Studies

In longitudinal studies, participants are followed over time to determine the association between exposure and outcome (or outcome and exposure). On the other hand, in transversal studies, observations about exposure and outcome are made at a single point in time.

Forward vs Backward Directed Studies

In forward-directed studies, the direction of enquiry moves from exposure to outcome. In backward-directed studies, the line of enquiry starts with outcome and then determines exposure.

Prospective vs Retrospective Studies

In prospective studies, the outcome has not occurred at the time of initiation of the study. The researcher determines exposure and follows participants into the future to assess outcomes. In retrospective studies, the outcome of interest has already occurred when the study commences.

CLASSIFICATION OF STUDY DESIGNS

Broadly, study designs can be classified as descriptive or analytical (inferential) studies.

Descriptive Studies

Descriptive studies describe the characteristics of interest in the study population (also referred to as sample, to differentiate it from the entire population in the universe). These studies do not have a comparison group. The simplest type of descriptive study is the case report. In a case report, the researcher describes his/her experience with symptoms, signs, diagnosis, or treatment of a patient. Sometimes, a group of patients having a similar experience may be grouped to form a case series.

Case reports and case series form the lowest level of evidence in biomedical research and, as such, are considered hypothesis-generating studies. However, they are easy to write and may be a good starting point for the budding researcher. The recognition of some important associations in the field of medicine—such as that of thalidomide with phocomelia and Kaposi's sarcoma with HIV infection—resulted from case reports and case series. The reader can look up several published case reports and case series related to complications after OPC poisoning. 1 , 2

Analytical (Inferential) Studies

Analytical or inferential studies try to prove a hypothesis and establish an association between an exposure and an outcome. These studies usually have a comparator group. Analytical studies are further classified as observational or interventional studies.

In observational studies, there is no intervention by the researcher. The researcher merely observes outcomes in different groups of participants who, for natural reasons, have or have not been exposed to a particular risk factor. Examples of observational studies include cross-sectional, case–control, and cohort studies.

Cross-sectional Studies

These are transversal studies where data are collected from the study population at a single point in time. Exposure and outcome are determined simultaneously. Cross-sectional studies are easy to conduct, involve no follow-up, and need limited resources. They offer useful information on prevalence of health conditions and possible associations between risk factors and outcomes. However, there are two major limitations of cross-sectional studies. First, it may not be possible to establish a clear cause–benefit relationship. For example, in a study of association between colon cancer and dietary fiber intake, it may be difficult to establish whether the low fiber intake preceded the symptoms of colon cancer or whether the symptoms of colon cancer resulted in a change in dietary fiber intake. Another important limitation of cross-sectional studies is survival bias. For example, in a study looking at alcohol intake vs mortality due to chronic liver disease, among the participants with the highest alcohol intake, several may have died of liver disease; this will not be picked up by the study and will give biased results. An example of a cross-sectional study is a survey on nurses’ knowledge and practices of initial management of acute poisoning. 3

Case–control Studies

Case–control studies are backward-directed studies. Here, the direction of enquiry begins with the outcome and then proceeds to exposure. Case–control studies are always retrospective, i.e., the outcome of interest has occurred when the study begins. The researcher identifies participants who have developed the outcome of interest (cases) and chooses matching participants who do not have the outcome (controls). Matching is done based on factors that are likely to influence the exposure or outcome (e.g., age, gender, socioeconomic status). The researcher then proceeds to determine exposure in cases and controls. If cases have a higher incidence of exposure than controls, it suggests an association between exposure and outcome. Case–control studies are relatively quick to conduct, need limited resources, and are useful when the outcome is rare. They also allow the researcher to study multiple exposures for a particular outcome. However, they have several limitations. First, matching of cases with controls may not be easy since many unknown confounders may affect exposure and outcome. Second, there may be biased in the way the history of exposure is determined in cases vs controls; one way to overcome this is to have a blinded assessor determining the exposure using a standard technique (e.g., a standardized questionnaire). However, despite this, it has been shown that cases are far more likely than controls to recall history of exposure—the “recall bias.” For example, mothers of babies born with congenital anomalies may provide a more detailed history of drugs ingested during their pregnancy than those with normal babies. Also, since case-control studies do not begin with a population at risk, it is not possible to determine the true risk of outcome. Instead, one can only calculate the odds of association between exposure and outcome.

Kendrick and colleagues designed a case–control study to look at the association between domestic poison prevention practices and medically attended poisoning in children. They identified children presenting with unintentional poisoning at home (cases with the outcome), matched them with community participants (controls without the outcome), and then elicited data from parents and caregivers on home safety practices (exposure). 4

Cohort Studies

Cohort studies resemble clinical trials except that the exposure is naturally determined instead of being decided by the investigator. Here, the direction of enquiry begins with the exposure and then proceeds to outcome. The researcher begins with a group of individuals who are free of outcome at baseline; of these, some have the exposure (study cohort) while others do not (control group). The groups are followed up over a period of time to determine occurrence of outcome. Cohort studies may be prospective (involving a period of follow-up after the start of the study) or retrospective (e.g., using medical records or registry data). Cohort studies are considered the strongest among the observational study designs. They provide proof of temporal relationship (exposure occurred before outcome), allow determination of risk, and permit multiple outcomes to be studied for a single exposure. However, they are expensive to conduct and time-consuming, there may be several losses to follow-up, and they are not suitable for studying rare outcomes. Also, there may be unknown confounders other than the exposure affecting the occurrence of the outcome.

Jayasinghe conducted a cohort study to look at the effect of acute organophosphorus poisoning on nerve function. They recruited 70 patients with OPC poisoning (exposed group) and 70 matched controls without history of pesticide exposure (unexposed controls). Participants were followed up or 6 weeks for neurophysiological assessments to determine nerve damage (outcome). Hung carried out a retrospective cohort study using a nationwide research database to look at the long-term effects of OPC poisoning on cardiovascular disease. From the database, he identified an OPC-exposed cohort and an unexposed control cohort (matched for gender and age) from several years back and then examined later records to look at the development of cardiovascular diseases in both groups. 5

Interventional Studies

In interventional studies (also known as experimental studies or clinical trials), the researcher deliberately allots participants to receive one of several interventions; of these, some may be experimental while others may be controls (either standard of care or placebo). Allotment of participants to a particular treatment arm is carried out through the process of randomization, which ensures that every participant has a similar chance of being in any of the arms, eliminating bias in selection. There are several other aspects crucial to the validity of the results of a clinical trial such as allocation concealment, blinding, choice of control, and statistical analysis plan. These will be discussed in a separate article.

The randomized controlled clinical trial is considered the gold standard for evaluating the efficacy of a treatment. Randomization leads to equal distribution of known and unknown confounders between treatment arms; therefore, we can be reasonably certain that any difference in outcome is a treatment effect and not due to other factors. The temporal sequence of cause and effect is established. It is possible to determine risk of the outcome in each treatment arm accurately. However, randomized controlled trials have their limitations and may not be possible in every situation. For example, it is unethical to randomize participants to an intervention that is likely to cause harm—e.g., smoking. In such cases, well-designed observational studies are the only option. Also, these trials are expensive to conduct and resource-intensive.

In a randomized controlled trial, Li et al. randomly allocated patients of paraquat poisoning to receive either conventional therapy (control group) or continuous veno-venous hemofiltration (intervention). Patients were followed up to look for mortality or other adverse events (outcome). 6

Researchers need to understand the features of different study designs, with their advantages and limitations so that the most appropriate design can be chosen for a particular research question. The Centre for Evidence Based Medicine offers an useful tool to determine the type of research design used in a particular study. 7

Source of support: Nil

Conflict of interest: None

Research Design and Sampling

First Online: 28 July 2020

Cite this chapter

Edward B. Banning 3

Part of the book series: Interdisciplinary Contributions to Archaeology ((IDCA))

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This chapter reviews archaeological inference and the scientific process in archaeology, from the distinctions between deduction, induction and abduction through the relationships between theories and observations and approaches to different kinds of research questions, to the ways we can try to protect the validity of research conclusions. One of these ways is sampling, which is relevant whenever we want to generalize to a “population” on the basis of a small subset of it. The chapter reviews several sampling designs and issues surrounding the selection of an adequate sample size and the avoidance of practices that could yield biased estimates of population parameters.

It is the essence of good design that it must be related to the questions asked in individual cases (Daniels 1972 : 201). At the heart of the research design problem lies bias, and the way in which it enters, or can be prevented from entering, into the data during the research activities of selection, measurement and classification (Daniels 1978 : 29).

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Organizing Academic Research Papers: Types of Research Designs

Purpose of Guide
Design Flaws to Avoid
Glossary of Research Terms
Narrowing a Topic Idea
Broadening a Topic Idea
Extending the Timeliness of a Topic Idea
Academic Writing Style
Choosing a Title
Making an Outline
Paragraph Development
Executive Summary
Background Information
The Research Problem/Question
Theoretical Framework
Citation Tracking
Content Alert Services
Evaluating Sources
Primary Sources
Secondary Sources
Tertiary Sources
What Is Scholarly vs. Popular?
Qualitative Methods
Quantitative Methods
Using Non-Textual Elements
Limitations of the Study
Common Grammar Mistakes
Avoiding Plagiarism
Footnotes or Endnotes?
Further Readings
Annotated Bibliography
Dealing with Nervousness
Using Visual Aids
Grading Someone Else's Paper
How to Manage Group Projects
Multiple Book Review Essay
Reviewing Collected Essays
About Informed Consent
Writing Field Notes
Writing a Policy Memo
Writing a Research Proposal
Acknowledgements

Introduction

Before beginning your paper, you need to decide how you plan to design the study .

The research design refers to the overall strategy that you choose to integrate the different components of the study in a coherent and logical way, thereby, ensuring you will effectively address the research problem; it constitutes the blueprint for the collection, measurement, and analysis of data. Note that your research problem determines the type of design you can use, not the other way around!

General Structure and Writing Style

Action research design, case study design, causal design, cohort design, cross-sectional design, descriptive design, experimental design, exploratory design, historical design, longitudinal design, observational design, philosophical design, sequential design.

Kirshenblatt-Gimblett, Barbara. Part 1, What Is Research Design? The Context of Design. Performance Studies Methods Course syllabus . New York University, Spring 2006; Trochim, William M.K. Research Methods Knowledge Base . 2006.

The function of a research design is to ensure that the evidence obtained enables you to effectively address the research problem as unambiguously as possible. In social sciences research, obtaining evidence relevant to the research problem generally entails specifying the type of evidence needed to test a theory, to evaluate a program, or to accurately describe a phenomenon. However, researchers can often begin their investigations far too early, before they have thought critically about about what information is required to answer the study's research questions. Without attending to these design issues beforehand, the conclusions drawn risk being weak and unconvincing and, consequently, will fail to adequate address the overall research problem.

Given this, the length and complexity of research designs can vary considerably, but any sound design will do the following things:

Identify the research problem clearly and justify its selection,
Review previously published literature associated with the problem area,
Clearly and explicitly specify hypotheses [i.e., research questions] central to the problem selected,
Effectively describe the data which will be necessary for an adequate test of the hypotheses and explain how such data will be obtained, and
Describe the methods of analysis which will be applied to the data in determining whether or not the hypotheses are true or false.

Kirshenblatt-Gimblett, Barbara. Part 1, What Is Research Design? The Context of Design. Performance Studies Methods Course syllabus . New Yortk University, Spring 2006.

Definition and Purpose

The essentials of action research design follow a characteristic cycle whereby initially an exploratory stance is adopted, where an understanding of a problem is developed and plans are made for some form of interventionary strategy. Then the intervention is carried out (the action in Action Research) during which time, pertinent observations are collected in various forms. The new interventional strategies are carried out, and the cyclic process repeats, continuing until a sufficient understanding of (or implement able solution for) the problem is achieved. The protocol is iterative or cyclical in nature and is intended to foster deeper understanding of a given situation, starting with conceptualizing and particularizing the problem and moving through several interventions and evaluations.

What do these studies tell you?

A collaborative and adaptive research design that lends itself to use in work or community situations.
Design focuses on pragmatic and solution-driven research rather than testing theories.
When practitioners use action research it has the potential to increase the amount they learn consciously from their experience. The action research cycle can also be regarded as a learning cycle.
Action search studies often have direct and obvious relevance to practice.
There are no hidden controls or preemption of direction by the researcher.

What these studies don't tell you?

It is harder to do than conducting conventional studies because the researcher takes on responsibilities for encouraging change as well as for research.
Action research is much harder to write up because you probably can’t use a standard format to report your findings effectively.
Personal over-involvement of the researcher may bias research results.
The cyclic nature of action research to achieve its twin outcomes of action (e.g. change) and research (e.g. understanding) is time-consuming and complex to conduct.

Gall, Meredith. Educational Research: An Introduction . Chapter 18, Action Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Kemmis, Stephen and Robin McTaggart. “Participatory Action Research.” In Handbook of Qualitative Research . Norman Denzin and Yvonna S. Locoln, eds. 2nd ed. (Thousand Oaks, CA: SAGE, 2000), pp. 567-605.; Reason, Peter and Hilary Bradbury. Handbook of Action Research: Participative Inquiry and Practice . Thousand Oaks, CA: SAGE, 2001.

A case study is an in-depth study of a particular research problem rather than a sweeping statistical survey. It is often used to narrow down a very broad field of research into one or a few easily researchable examples. The case study research design is also useful for testing whether a specific theory and model actually applies to phenomena in the real world. It is a useful design when not much is known about a phenomenon.

Approach excels at bringing us to an understanding of a complex issue through detailed contextual analysis of a limited number of events or conditions and their relationships.
A researcher using a case study design can apply a vaiety of methodologies and rely on a variety of sources to investigate a research problem.
Design can extend experience or add strength to what is already known through previous research.
Social scientists, in particular, make wide use of this research design to examine contemporary real-life situations and provide the basis for the application of concepts and theories and extension of methods.
The design can provide detailed descriptions of specific and rare cases.
A single or small number of cases offers little basis for establishing reliability or to generalize the findings to a wider population of people, places, or things.
The intense exposure to study of the case may bias a researcher's interpretation of the findings.
Design does not facilitate assessment of cause and effect relationships.
Vital information may be missing, making the case hard to interpret.
The case may not be representative or typical of the larger problem being investigated.
If the criteria for selecting a case is because it represents a very unusual or unique phenomenon or problem for study, then your intepretation of the findings can only apply to that particular case.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 4, Flexible Methods: Case Study Design. 2nd ed. New York: Columbia University Press, 1999; Stake, Robert E. The Art of Case Study Research . Thousand Oaks, CA: SAGE, 1995; Yin, Robert K. Case Study Research: Design and Theory . Applied Social Research Methods Series, no. 5. 3rd ed. Thousand Oaks, CA: SAGE, 2003.

Conditions necessary for determining causality:

Empirical association--a valid conclusion is based on finding an association between the independent variable and the dependent variable.
Appropriate time order--to conclude that causation was involved, one must see that cases were exposed to variation in the independent variable before variation in the dependent variable.
Nonspuriousness--a relationship between two variables that is not due to variation in a third variable.
Causality research designs helps researchers understand why the world works the way it does through the process of proving a causal link between variables and eliminating other possibilities.
Replication is possible.
There is greater confidence the study has internal validity due to the systematic subject selection and equity of groups being compared.
Not all relationships are casual! The possibility always exists that, by sheer coincidence, two unrelated events appear to be related [e.g., Punxatawney Phil could accurately predict the duration of Winter for five consecutive years but, the fact remains, he's just a big, furry rodent].
Conclusions about causal relationships are difficult to determine due to a variety of extraneous and confounding variables that exist in a social environment. This means causality can only be inferred, never proven.
If two variables are correlated, the cause must come before the effect. However, even though two variables might be causally related, it can sometimes be difficult to determine which variable comes first and therefore to establish which variable is the actual cause and which is the actual effect.

Bachman, Ronet. The Practice of Research in Criminology and Criminal Justice . Chapter 5, Causation and Research Designs. 3rd ed. Thousand Oaks, CA: Pine Forge Press, 2007; Causal Research Design: Experimentation. Anonymous SlideShare Presentation ; Gall, Meredith. Educational Research: An Introduction . Chapter 11, Nonexperimental Research: Correlational Designs. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Trochim, William M.K. Research Methods Knowledge Base . 2006.

Often used in the medical sciences, but also found in the applied social sciences, a cohort study generally refers to a study conducted over a period of time involving members of a population which the subject or representative member comes from, and who are united by some commonality or similarity. Using a quantitative framework, a cohort study makes note of statistical occurrence within a specialized subgroup, united by same or similar characteristics that are relevant to the research problem being investigated, r ather than studying statistical occurrence within the general population. Using a qualitative framework, cohort studies generally gather data using methods of observation. Cohorts can be either "open" or "closed."

Open Cohort Studies [dynamic populations, such as the population of Los Angeles] involve a population that is defined just by the state of being a part of the study in question (and being monitored for the outcome). Date of entry and exit from the study is individually defined, therefore, the size of the study population is not constant. In open cohort studies, researchers can only calculate rate based data, such as, incidence rates and variants thereof.
Closed Cohort Studies [static populations, such as patients entered into a clinical trial] involve participants who enter into the study at one defining point in time and where it is presumed that no new participants can enter the cohort. Given this, the number of study participants remains constant (or can only decrease).
The use of cohorts is often mandatory because a randomized control study may be unethical. For example, you cannot deliberately expose people to asbestos, you can only study its effects on those who have already been exposed. Research that measures risk factors often relies on cohort designs.
Because cohort studies measure potential causes before the outcome has occurred, they can demonstrate that these “causes” preceded the outcome, thereby avoiding the debate as to which is the cause and which is the effect.
Cohort analysis is highly flexible and can provide insight into effects over time and related to a variety of different types of changes [e.g., social, cultural, political, economic, etc.].
Either original data or secondary data can be used in this design.
In cases where a comparative analysis of two cohorts is made [e.g., studying the effects of one group exposed to asbestos and one that has not], a researcher cannot control for all other factors that might differ between the two groups. These factors are known as confounding variables.
Cohort studies can end up taking a long time to complete if the researcher must wait for the conditions of interest to develop within the group. This also increases the chance that key variables change during the course of the study, potentially impacting the validity of the findings.
Because of the lack of randominization in the cohort design, its external validity is lower than that of study designs where the researcher randomly assigns participants.

Healy P, Devane D. “Methodological Considerations in Cohort Study Designs.” Nurse Researcher 18 (2011): 32-36; Levin, Kate Ann. Study Design IV: Cohort Studies. Evidence-Based Dentistry 7 (2003): 51–52; Study Design 101 . Himmelfarb Health Sciences Library. George Washington University, November 2011; Cohort Study . Wikipedia.

Cross-sectional research designs have three distinctive features: no time dimension, a reliance on existing differences rather than change following intervention; and, groups are selected based on existing differences rather than random allocation. The cross-sectional design can only measure diffrerences between or from among a variety of people, subjects, or phenomena rather than change. As such, researchers using this design can only employ a relative passive approach to making causal inferences based on findings.

Cross-sectional studies provide a 'snapshot' of the outcome and the characteristics associated with it, at a specific point in time.
Unlike the experimental design where there is an active intervention by the researcher to produce and measure change or to create differences, cross-sectional designs focus on studying and drawing inferences from existing differences between people, subjects, or phenomena.
Entails collecting data at and concerning one point in time. While longitudinal studies involve taking multiple measures over an extended period of time, cross-sectional research is focused on finding relationships between variables at one moment in time.
Groups identified for study are purposely selected based upon existing differences in the sample rather than seeking random sampling.
Cross-section studies are capable of using data from a large number of subjects and, unlike observational studies, is not geographically bound.
Can estimate prevalence of an outcome of interest because the sample is usually taken from the whole population.
Because cross-sectional designs generally use survey techniques to gather data, they are relatively inexpensive and take up little time to conduct.
Finding people, subjects, or phenomena to study that are very similar except in one specific variable can be difficult.
Results are static and time bound and, therefore, give no indication of a sequence of events or reveal historical contexts.
Studies cannot be utilized to establish cause and effect relationships.
Provide only a snapshot of analysis so there is always the possibility that a study could have differing results if another time-frame had been chosen.
There is no follow up to the findings.

Hall, John. “Cross-Sectional Survey Design.” In Encyclopedia of Survey Research Methods. Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 173-174; Helen Barratt, Maria Kirwan. Cross-Sectional Studies: Design, Application, Strengths and Weaknesses of Cross-Sectional Studies . Healthknowledge, 2009. Cross-Sectional Study . Wikipedia.

The subject is being observed in a completely natural and unchanged natural environment. True experiments, whilst giving analyzable data, often adversely influence the normal behavior of the subject.
Descriptive research is often used as a pre-cursor to more quantitatively research designs, the general overview giving some valuable pointers as to what variables are worth testing quantitatively.
If the limitations are understood, they can be a useful tool in developing a more focused study.
Descriptive studies can yield rich data that lead to important recommendations.
Appoach collects a large amount of data for detailed analysis.
The results from a descriptive research can not be used to discover a definitive answer or to disprove a hypothesis.
Because descriptive designs often utilize observational methods [as opposed to quantitative methods], the results cannot be replicated.
The descriptive function of research is heavily dependent on instrumentation for measurement and observation.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 5, Flexible Methods: Descriptive Research. 2nd ed. New York: Columbia University Press, 1999; McNabb, Connie. Descriptive Research Methodologies . Powerpoint Presentation; Shuttleworth, Martyn. Descriptive Research Design , September 26, 2008. Explorable.com website.

A blueprint of the procedure that enables the researcher to maintain control over all factors that may affect the result of an experiment. In doing this, the researcher attempts to determine or predict what may occur. Experimental Research is often used where there is time priority in a causal relationship (cause precedes effect), there is consistency in a causal relationship (a cause will always lead to the same effect), and the magnitude of the correlation is great. The classic experimental design specifies an experimental group and a control group. The independent variable is administered to the experimental group and not to the control group, and both groups are measured on the same dependent variable. Subsequent experimental designs have used more groups and more measurements over longer periods. True experiments must have control, randomization, and manipulation.

Experimental research allows the researcher to control the situation. In so doing, it allows researchers to answer the question, “what causes something to occur?”
Permits the researcher to identify cause and effect relationships between variables and to distinguish placebo effects from treatment effects.
Experimental research designs support the ability to limit alternative explanations and to infer direct causal relationships in the study.
Approach provides the highest level of evidence for single studies.
The design is artificial, and results may not generalize well to the real world.
The artificial settings of experiments may alter subject behaviors or responses.
Experimental designs can be costly if special equipment or facilities are needed.
Some research problems cannot be studied using an experiment because of ethical or technical reasons.
Difficult to apply ethnographic and other qualitative methods to experimental designed research studies.

An exploratory design is conducted about a research problem when there are few or no earlier studies to refer to. The focus is on gaining insights and familiarity for later investigation or undertaken when problems are in a preliminary stage of investigation.

The goals of exploratory research are intended to produce the following possible insights:

Familiarity with basic details, settings and concerns.
Well grounded picture of the situation being developed.
Generation of new ideas and assumption, development of tentative theories or hypotheses.
Determination about whether a study is feasible in the future.
Issues get refined for more systematic investigation and formulation of new research questions.
Direction for future research and techniques get developed.
Design is a useful approach for gaining background information on a particular topic.
Exploratory research is flexible and can address research questions of all types (what, why, how).
Provides an opportunity to define new terms and clarify existing concepts.
Exploratory research is often used to generate formal hypotheses and develop more precise research problems.
Exploratory studies help establish research priorities.
Exploratory research generally utilizes small sample sizes and, thus, findings are typically not generalizable to the population at large.
The exploratory nature of the research inhibits an ability to make definitive conclusions about the findings.
The research process underpinning exploratory studies is flexible but often unstructured, leading to only tentative results that have limited value in decision-making.
Design lacks rigorous standards applied to methods of data gathering and analysis because one of the areas for exploration could be to determine what method or methodologies could best fit the research problem.

Cuthill, Michael. “Exploratory Research: Citizen Participation, Local Government, and Sustainable Development in Australia.” Sustainable Development 10 (2002): 79-89; Taylor, P. J., G. Catalano, and D.R.F. Walker. “Exploratory Analysis of the World City Network.” Urban Studies 39 (December 2002): 2377-2394; Exploratory Research . Wikipedia.

The purpose of a historical research design is to collect, verify, and synthesize evidence from the past to establish facts that defend or refute your hypothesis. It uses secondary sources and a variety of primary documentary evidence, such as, logs, diaries, official records, reports, archives, and non-textual information [maps, pictures, audio and visual recordings]. The limitation is that the sources must be both authentic and valid.

The historical research design is unobtrusive; the act of research does not affect the results of the study.
The historical approach is well suited for trend analysis.
Historical records can add important contextual background required to more fully understand and interpret a research problem.
There is no possibility of researcher-subject interaction that could affect the findings.
Historical sources can be used over and over to study different research problems or to replicate a previous study.
The ability to fulfill the aims of your research are directly related to the amount and quality of documentation available to understand the research problem.
Since historical research relies on data from the past, there is no way to manipulate it to control for contemporary contexts.
Interpreting historical sources can be very time consuming.
The sources of historical materials must be archived consistentally to ensure access.
Original authors bring their own perspectives and biases to the interpretation of past events and these biases are more difficult to ascertain in historical resources.
Due to the lack of control over external variables, historical research is very weak with regard to the demands of internal validity.
It rare that the entirety of historical documentation needed to fully address a research problem is available for interpretation, therefore, gaps need to be acknowledged.

Savitt, Ronald. “Historical Research in Marketing.” Journal of Marketing 44 (Autumn, 1980): 52-58; Gall, Meredith. Educational Research: An Introduction . Chapter 16, Historical Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007.

A longitudinal study follows the same sample over time and makes repeated observations. With longitudinal surveys, for example, the same group of people is interviewed at regular intervals, enabling researchers to track changes over time and to relate them to variables that might explain why the changes occur. Longitudinal research designs describe patterns of change and help establish the direction and magnitude of causal relationships. Measurements are taken on each variable over two or more distinct time periods. This allows the researcher to measure change in variables over time. It is a type of observational study and is sometimes referred to as a panel study.

Longitudinal data allow the analysis of duration of a particular phenomenon.
Enables survey researchers to get close to the kinds of causal explanations usually attainable only with experiments.
The design permits the measurement of differences or change in a variable from one period to another [i.e., the description of patterns of change over time].
Longitudinal studies facilitate the prediction of future outcomes based upon earlier factors.
The data collection method may change over time.
Maintaining the integrity of the original sample can be difficult over an extended period of time.
It can be difficult to show more than one variable at a time.
This design often needs qualitative research to explain fluctuations in the data.
A longitudinal research design assumes present trends will continue unchanged.
It can take a long period of time to gather results.
There is a need to have a large sample size and accurate sampling to reach representativness.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 6, Flexible Methods: Relational and Longitudinal Research. 2nd ed. New York: Columbia University Press, 1999; Kalaian, Sema A. and Rafa M. Kasim. "Longitudinal Studies." In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 440-441; Ployhart, Robert E. and Robert J. Vandenberg. "Longitudinal Research: The Theory, Design, and Analysis of Change.” Journal of Management 36 (January 2010): 94-120; Longitudinal Study . Wikipedia.

Observational studies are usually flexible and do not necessarily need to be structured around a hypothesis about what you expect to observe (data is emergent rather than pre-existing).
The researcher is able to collect a depth of information about a particular behavior.
Can reveal interrelationships among multifaceted dimensions of group interactions.
You can generalize your results to real life situations.
Observational research is useful for discovering what variables may be important before applying other methods like experiments.
Observation researchd esigns account for the complexity of group behaviors.
Reliability of data is low because seeing behaviors occur over and over again may be a time consuming task and difficult to replicate.
In observational research, findings may only reflect a unique sample population and, thus, cannot be generalized to other groups.
There can be problems with bias as the researcher may only "see what they want to see."
There is no possiblility to determine "cause and effect" relationships since nothing is manipulated.
Sources or subjects may not all be equally credible.
Any group that is studied is altered to some degree by the very presence of the researcher, therefore, skewing to some degree any data collected (the Heisenburg Uncertainty Principle).

Ontology -- the study that describes the nature of reality; for example, what is real and what is not, what is fundamental and what is derivative?
Epistemology -- the study that explores the nature of knowledge; for example, on what does knowledge and understanding depend upon and how can we be certain of what we know?
Axiology -- the study of values; for example, what values does an individual or group hold and why? How are values related to interest, desire, will, experience, and means-to-end? And, what is the difference between a matter of fact and a matter of value?
Can provide a basis for applying ethical decision-making to practice.
Functions as a means of gaining greater self-understanding and self-knowledge about the purposes of research.
Brings clarity to general guiding practices and principles of an individual or group.
Philosophy informs methodology.
Refine concepts and theories that are invoked in relatively unreflective modes of thought and discourse.
Beyond methodology, philosophy also informs critical thinking about epistemology and the structure of reality (metaphysics).
Offers clarity and definition to the practical and theoretical uses of terms, concepts, and ideas.
Limited application to specific research problems [answering the "So What?" question in social science research].
Analysis can be abstract, argumentative, and limited in its practical application to real-life issues.
While a philosophical analysis may render problematic that which was once simple or taken-for-granted, the writing can be dense and subject to unnecessary jargon, overstatement, and/or excessive quotation and documentation.
There are limitations in the use of metaphor as a vehicle of philosophical analysis.
There can be analytical difficulties in moving from philosophy to advocacy and between abstract thought and application to the phenomenal world.

Chapter 4, Research Methodology and Design . Unisa Institutional Repository (UnisaIR), University of South Africa; Labaree, Robert V. and Ross Scimeca. “The Philosophical Problem of Truth in Librarianship.” The Library Quarterly 78 (January 2008): 43-70; Maykut, Pamela S. Beginning Qualitative Research: A Philosophic and Practical Guide . Washington, D.C.: Falmer Press, 1994; Stanford Encyclopedia of Philosophy . Metaphysics Research Lab, CSLI, Stanford University, 2013.

The researcher has a limitless option when it comes to sample size and the sampling schedule.
Due to the repetitive nature of this research design, minor changes and adjustments can be done during the initial parts of the study to correct and hone the research method. Useful design for exploratory studies.
There is very little effort on the part of the researcher when performing this technique. It is generally not expensive, time consuming, or workforce extensive.
Because the study is conducted serially, the results of one sample are known before the next sample is taken and analyzed.
The sampling method is not representative of the entire population. The only possibility of approaching representativeness is when the researcher chooses to use a very large sample size significant enough to represent a significant portion of the entire population. In this case, moving on to study a second or more sample can be difficult.
Because the sampling technique is not randomized, the design cannot be used to create conclusions and interpretations that pertain to an entire population. Generalizability from findings is limited.
Difficult to account for and interpret variation from one sample to another over time, particularly when using qualitative methods of data collection.

Rebecca Betensky, Harvard University, Course Lecture Note slides ; Cresswell, John W. Et al. “Advanced Mixed-Methods Research Designs.” In Handbook of Mixed Methods in Social and Behavioral Research . Abbas Tashakkori and Charles Teddle, eds. (Thousand Oaks, CA: Sage, 2003), pp. 209-240; Nataliya V. Ivankova. “Using Mixed-Methods Sequential Explanatory Design: From Theory to Practice.” Field Methods 18 (February 2006): 3-20; Bovaird, James A. and Kevin A. Kupzyk. “Sequential Design.” In Encyclopedia of Research Design . Neil J. Salkind, ed. Thousand Oaks, CA: Sage, 2010; Sequential Analysis . Wikipedia.

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April 26, 2024

World Design Day 2024: Celebrating 40 years of Design Issues

raldrich | Journals

Established in 1984, Design Issues remains at the forefront of academic research in design history, theory, and criticism

Today is World Design Day, and we are spending the day looking back on the history of one of our beloved journals, Design Issues— which celebrates 40 years of publication this year.

The first American academic journal to examine design history, theory, and criticism, Design Issues provokes inquiry into the cultural and intellectual issues surrounding design. Regular features include theoretical and critical articles by professional and scholarly contributors, extensive book and exhibition reviews, and visual sequences. Special guest-edited issues concentrate on particular themes, such as design history, human-computer interface, service design, organization design, design for development, and product design methodology.

We are thrilled to celebrate 40 years of Design Issues in 2024—and to mark the occasion, the journal has made 10 of their top articles free to access throughout the year on topics including biomimicry, typography, and more. Explore these articles below and learn more about Design Issues .

Emily Kennedy, et al. 2015. “ Biomimicry: A Path to Sustainable Innovation .”

Elvin Karana, Owain Pedgley, Valentina Rognoli. 2015. “ On Materials Experience .”

Stephen J. Beckett. 2017. “ The Logic of the Design Problem: A Dialectical Approach .”

Per Liljenberg Halstrøm. 2017. “ Rhetorical Tools for Discovery and Amplification of DesignArguments .”

Robert Wiesenberger, Elizabeth Resnick. 2018. “ Basel to Boston: An Itinerary for Modernist Typography in America .”

Richard Buchanan. 2019. “ Surroundings and Environments in Fourth Order Design .”

Ruedi Baur, Ulrike Felsing. 2019. “ On the Cultural Anchoring of Knowledge Visualization .”

Kipum Lee. 2020. “ From Margin to Institution: Design as a Marketplace for Action in Organizations .”

Elizabeth Guffey. 2021. “ In the Wake of Universal Design: Mapping the Terrain .”

Boris Hennig, Matthias Rauterberg. 2022. “ The Significance of Aristotle’s Four Causes in Design Research .”

Learn more about Desig n Issues

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Department of Industrial and Systems Engineering >
Master's Programs >
MS in Industrial Engineering >
Human Factors/Ergonomics

Human Factors and Ergonomics

Degree concentration for ms, industrial engineering.

Human factors and ergonomics applies industrial engineering, physiology, psychology, and computer science to the design of working and living environments with explicit consideration of the physical and mental characteristics of users.

photo of two graduate students working in an ISE lab on workplace safety research.

ISE students can complete MS research in areas such as human-automation interaction, interaction design, mathematical modeling of human performance, human reliability, industrial safety, workplace design, cognitive engineering, and biomechanics.

Sponsored human factors engineering research is funded by such agencies as the U.S. Air Force, the Federal Aviation Administration, the National Science Foundation, the National Institute for Occupational Safety and Health, the National Institute on Disability, Independent Living, and Rehabilitation Research, Agency for Healthcare Research and Quality and the National Institutes of Health, as well as national and local corporations. Our research domains extend from aviation to manufacturing and the service industries.

The Department of Industrial and Systems Engineering at UB has a 50-year history of quality education and research in the area of human factors. Our program is one of the few graduate programs offered within an engineering school to be accredited by the Human Factors and Ergonomics Society.

Our interdisciplinary work not only solves applied problems, but also enriches our research base. We have an active student body, as evidenced by our award-winning student chapter of the Human Factors and Ergonomics Society. Our alumni regularly take human factors positions in academic institutions, federal laboratories, and national corporations.

HFE Courses for the Qualifying (B) Exam

The Human Factors/Ergonomics core qualifying exam questions are the following:

IE 507, IE 531
IE 532 or IE 536 or 600 level HF courses (choose 3)

Courses Required for HFE MS Research

MS students who wish to focus their research in the area of human factors should take the following courses:

Fundamental Research Courses (6 credits):

IE 531 Research Methods (3 credits)
IE 507 Design and Analysis of Experiments (3 credits)

Content Courses (9 credits—choose 3 of these 4):

IE 532 Human Information Processing
IE 535 Human-Computer Interaction
IE 541 Human Factors in Safety
IE 536 Work Physiology

Human Factors Research: Students can conduct HFE research through a variety of methods including completing of a formal thesis (3-6 credits*), completing research in an applied setting (usually as an independent study), or performing research activities completed during research assistantship work. Students who conduct research without completing a thesis are required to take the Comprehensive Exam.

*The 3-credit thesis option exists to allow students who complete a thesis flexibility to take an additional content course. It does not impact the expectations for the scope and effort of the thesis.

Students with an interest in human factors/ergonomics may also be interested in the following opportunity:

Toile de Jouy: The Famous French Pattern’s History and Enduring Appeal

The pastoral prints have reigned for 300-plus years.

Every item on this page was hand-picked by a House Beautiful editor. We may earn commission on some of the items you choose to buy.

Is Toile the Same as Toile de Jouy?

History of toile de jouy, defining characteristics of toile de jouy, why is toile de jouy having a moment, how to decorate your space with toile de jouy, examples of toile.

You’re probably familiar with toile de Jouy even if you don’t realize it. Whether you’re a maximalist or lover of traditional design , you’ve certainly encountered the iconic printed fabric, which has been around for centuries. Originally showing scenes of the pastoral French countryside , the toile pattern has evolved over the years to depict interpretations of modern times and is still used in both interiors and fashion today.

However, while you’ve likely seen the print before, you may not know much, or anything at all, about its storied history—or the difference between toile and toile de Jouy. With the help of two pattern-loving interior designers, we’re breaking down everything you need to know about this romantic and whimsical textile.

What Is Toile de Jouy?

Beloved by historians, classicists , and anyone who describes their style as Grandmillennial or cottagecore , toile de Jouy is the name for a cotton fabric directly printed with a pattern originally depicting bucolic scenes of the French countryside in blue and white. The name translates as “cloth from Jouy,” referring to the small French town of Jouy-en-Josas where the factory that first produced the textile was located. The scenes typically feature idealized images of shepherds or farmers, sheep and other livestock, botanicals, and possibly even a humble barn.

It’s kind of complicated—and a little like another beloved French export, Champagne. Interior designer Sara See of Sees Design explains that the name of toile de Jouy has become an all-encompassing term for a general toile pattern that can depict any type of scene, not just one of the little French town. “There are different types of toile, and I think everybody just uses it interchangeably,” she explains. Technically, toile de Jouy should refer only to the single-color printed scene on cotton fabric that comes from and depicts Jouy-en-Josas. (The way Champagne should really only be used to refer to bubby that originates from the French wine region of the same name.) However, anytime you see a single-color printed fabric depicting any type of storytelling scene, people today might call it a toile de Jouy or a toile—even though technically it’s the latter.

Two individuals get credit for the creation of this elegant pattern, according to The Irish Times and Schumacher . Irishman Francis Nixon invented copper-plate fabric printing in the 1750s, which allowed for large-scale and highly detailed printed textiles to be made and distributed more efficiently, especially the ones depicting the pastoral Jouy scenes. However, it was German industrialist Christophe-Philipe Oberkampf, with his small fabric factory in the town of Jouy-en-Josas, whose toile designs caught the eye of fashionable people of the time, such as Marie Antoinette and Madame de Pompadour. From there, the popularity of toile de Jouy exploded in the interior space, and it has been a classic staple in more traditional interior styles , and more modernly in fashion, ever since.

Toile de Jouy or toile patterns are still being used in interior design, but they’re not as limited by the traditional design elements as they once were. With modern interpretations and interior trends popping up, the iconic print is just as alive as ever.

bedroom interior design by martyn lawrence bullard

Toile de Jouy typically is a white or ivory cotton ground printed with a blue pattern. If it’s a true toile de Jouy, the main point is that this pattern depicts a scene, almost as if it’s telling a story. According to Schumacher , the printed scene also must be monochromatic in color. Traditionally, the scenes depicted show “the quintessential bucolic women in the park and on swings, and animals, and husbandry, and children,” Jill Lasersohn, an antique textile collector tells Schumacher. However, toiles can also feature florals, mythical creatures, current events, and faraway places.

Toile de Jouy is having a bit of a resurgence because “casual and comfortable design” is too, See says. In that sense, it’s linked to the comeback of traditional design features like stripes, trellises , and tented rooms . “The look of less forced, contrived design is what’re all really dialing into right now…So maybe if we want to create some tension in the space between kind of casual and dressy, toile bridges that gap beautifully for us,” she explains.

Design, like fashion, is cyclical. As people move away from ultra-streamlined and very clean gray and white interiors , falling back into cozier, more classic styles makes sense. “I think people are a little bit like, ‘Okay, we’ve seen that, so let’s maybe try and infuse a little bit more interest in the walls and surfaces that surround the interiors,’” Garrow Kedigian , founder of his eponymous design firm, explains. “[Toile] kind of holds its own in a way. Whereas when you try and decorate a room that has only white walls, it’s really hard to do because you have to put so much stuff in the room to make it work.”

The bucolic scenes can make you feel nostalgic for something you’ve never even experienced, Kedigian explains, giving toile a whimsical feeling, and the fact that it’s traditionally printed directly onto cotton cloth—a casual fiber—makes it feel more inviting in the way of classic design. “I think that in order for something to feel lived-in and comfortable, you need to have organic elements,” See says. “The more of those elements that you layer into a space, the more you can create that feeling.”

While a toile-on-toile-on-toile room is a visually stunning and classic design approach, most people aren’t going to completely drown their rooms in one singular pattern, according to Kedigian. There are quite a few other ways you can integrate the pattern into a room beautifully, though, no matter what your overall design aesthetic is like. Kedigian suggests starting small, with less commitment to the toile, and adding more from there if you find that you’re really drawn to the pattern. (In other words, don't go straight for wallpaper.) “I often use things like toile or patterns like that as pillows because I think when people go into a room, unbeknownst to them, their eye usually goes right to the center of a sofa,” he says. “So that pillow that’s in the middle of a sofa is more important than anybody ever thinks, and it’s actually a critical thing to pick carefully.”

See, on the other hand, isn’t so attracted to the visual of a pastoral scene being so evident in a room and suggests using toile for drapery. “I just kind of like knowing it’s there. So if it’s tucked into some pleats in a beautiful floor-to-ceiling drapery, it’s there but you don’t need to know that somebody is leading cows into pasture,” she explains. “You still are wrapped in that feeling without having to be quite so literal.”

By Garrow Kedigian

By Matthew Bees

When it comes to more modern takes on the pattern, both See and Kedigian like experimenting with different color combinations in the toile itself. Pink and white, pink and red, inky black and white, burnt orange and blue—using different hues allows you to have more freedom with the overall color story while still capturing the romantic feel.

However, the most important thing to keep in mind with any use of toile de Jouy, according to See, is scale. Because toile is generally a large-scale print, See emphasizes how the scale of the textiles and other patterns used with it truly matters for balancing out a space. “Depending on how fine the details are on the toile, maybe I need a smaller, kind of ditzy print to go with it in the same space,” she says. “It would be important to me to maybe have a velvet or a mohair or something that can really hold its own in the space against what would likely be a cotton toile.”

If you’re looking for something still a bit bolder, though, Kedigian likes to pair the organic toile with geometric stripes or plaid. “I feel like they counterbalance each other, and I think that the stripe or the plaid will give the toile a little bit of structure,” he explains. Toile de Jouy is definitely a more versatile pattern than you might’ve initially thought.

Some modern designers have taken the toile de Jouy pattern to the next level and modernized the scenes the cloth presents. Sheila Bridges created Harlem Toile de Jouy , possibly one of the most famous reinterpretations of the classic French pattern. Her design, which started out as a solution to not being able to find the perfect toile for her home, recreates the pastoral scenes featuring modern-day African-American life in New York City. It’s available in wallcoverings, bedding, glassware, plates, and more.

Other modern examples of the toile can be seen in Flavor Paper’s Brooklyn Toile , Rachel Antonoff's Sopranos -themed Jersey Toile , Hygge & West’s Back to the Future– themed Hill Valley Toile , and Schumacher’s own Toile de Femmes , part of a collaboration with Peg Norriss, which shows modern women going about their lives. If Kedigian’s prediction is correct, we can expect to see even more of these unexpected interpretations and uses of the elegant pattern in the future.

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Modeling User Engagement on Online Social Platforms - A Context-Aware Machine Learning Approach

Peters, Heinrich

This dissertation examines the predictability of user engagement on online social platforms by integrating theoretical perspectives from the literature on media and technology habits with principles of context-aware computing. It presents three studies, each targeting a different facet of technology-mediated communication, from social media use in general to more granular behaviors like active and passive use and instant messaging. The first chapter proposes a novel approach to the study of social media habits through predictive modeling of sequential smartphone user behaviors. Using longitudinal smartphone app log data, it examines the predictability of app engagement as a way to capture a critical yet previously neglected aspect of media and technology habits: their embeddedness in repetitive behavioral sequences. The study employs Long Short-Term Memory (LSTM) and transformer neural networks to demonstrate that social media use follows predictable patterns over time and that its predictability varies substantially across individuals. T he second chapter shifts focus to the potential of context-aware modeling as a holistic yet parsimonious and privacy-preserving approach to predicting user engagement on online social platforms. Analyzing over 100 million Snapchat sessions from nearly 80,000 users via deep LSTM neural networks, the study demonstrates the predictability of active and passive use based on past behavior and a notable improvement in predictive performance upon integrating momentary context information. Features related to connectivity status, location, temporal context, and weather were found to capture non-redundant variance in user engagement relative to features derived from histories of in-app behaviors. The findings are consistent with the idea of context-contingent, habit-driven patterns of active and passive use, highlighting the utility of contextualized representations of user behavior for predicting user engagement on online social platforms. The third chapter investigates the predictability of attentiveness and responsiveness in instant messaging on a large online social platform. Utilizing metadata from over 19 million messages, the study examines the predictive power of a wide range of predictor groups, including message attributes, user attributes, and momentary context, as well as historical communication patterns within ego networks and dyadic relationships. The findings echo the overarching theme that habitual behaviors and contextual factors shape user engagement. However, in this case, dyad-specific messaging histories account for the overwhelming share of explained variance, underlining the socially interdependent nature of user engagement in instant messaging. Collectively, the three studies presented in this dissertation make a theoretical contribution by establishing media and technology habits as a suitable framework for the study of user engagement and by introducing a novel perspective that emphasizes the repetitive, predictable, and context-dependent nature of media and technology habits. The research makes an important empirical contribution through the use of novel, large-scale, objective behavioral data, enhancing the ecological validity and real-world applicability of its findings. Methodologically, it pioneers the use of context-aware sequential machine learning techniques for the study of media and technology habits. The insights garnered from this research have the potential to inform the design of engaging and ethical online social platforms and mobile technologies, highlighting its practical implications for the billions of users navigating these digital environments on a daily basis.

Instant messaging
Computer science
Social media
Machine learning
Neural networks (Computer science)
Longitudinal method
Snapchat (Electronic resource)

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Modeling User Engagement on Online Social Platforms
This dissertation examines the predictability of user engagement on online social platforms by integrating theoretical perspectives from the literature on media and technology habits with principles of context-aware computing. It presents three studies, each targeting a different facet of technology-mediated communication, from social media use in general to more granular behaviors like active ...

Historical Research – Types, Methods and Examples

Historical Research

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Qualitative Research

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Muhammad Hassan

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Historical Research Method: Home

Steps in Historical Research

Locating Information: Libraries

Locating information - Archives

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Locating Information: Museums

Locating Information: Historical Societies

Research Methods for History

Study at Cambridge

Department of History and Philosophy of Science

Tools and techniques for historical research

Planning your research

Some standard reference works

Libraries and museums

Further reading

Study History and Philosophy of Science

Library and Museum

Organizing Your Social Sciences Research Paper

Introduction