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15 Types of Research Methods

Research methods refer to the strategies, tools, and techniques used to gather and analyze data in a structured way in order to answer a research question or investigate a hypothesis (Hammond & Wellington, 2020).

Generally, we place research methods into two categories: quantitative and qualitative. Each has its own strengths and weaknesses, which we can summarize as:

• Quantitative research can achieve generalizability through scrupulous statistical analysis applied to large sample sizes.
• Qualitative research achieves deep, detailed, and nuance accounts of specific case studies, which are not generalizable.

Some researchers, with the aim of making the most of both quantitative and qualitative research, employ mixed methods, whereby they will apply both types of research methods in the one study, such as by conducting a statistical survey alongside in-depth interviews to add context to the quantitative findings.

Below, I’ll outline 15 common research methods, and include pros, cons, and examples of each .

Types of Research Methods

Research methods can be broadly categorized into two types: quantitative and qualitative.

• Quantitative methods involve systematic empirical investigation of observable phenomena via statistical, mathematical, or computational techniques, providing an in-depth understanding of a specific concept or phenomenon (Schweigert, 2021). The strengths of this approach include its ability to produce reliable results that can be generalized to a larger population, although it can lack depth and detail.
• Qualitative methods encompass techniques that are designed to provide a deep understanding of a complex issue, often in a specific context, through collection of non-numerical data (Tracy, 2019). This approach often provides rich, detailed insights but can be time-consuming and its findings may not be generalizable.

These can be further broken down into a range of specific research methods and designs:

Combining the two methods above, mixed methods research mixes elements of both qualitative and quantitative research methods, providing a comprehensive understanding of the research problem . We can further break these down into:

• Sequential Explanatory Design (QUAN→QUAL): This methodology involves conducting quantitative analysis first, then supplementing it with a qualitative study.
• Sequential Exploratory Design (QUAL→QUAN): This methodology goes in the other direction, starting with qualitative analysis and ending with quantitative analysis.

Let’s explore some methods and designs from both quantitative and qualitative traditions, starting with qualitative research methods.

Qualitative Research Methods

Qualitative research methods allow for the exploration of phenomena in their natural settings, providing detailed, descriptive responses and insights into individuals’ experiences and perceptions (Howitt, 2019).

These methods are useful when a detailed understanding of a phenomenon is sought.

1. Ethnographic Research

Ethnographic research emerged out of anthropological research, where anthropologists would enter into a setting for a sustained period of time, getting to know a cultural group and taking detailed observations.

Ethnographers would sometimes even act as participants in the group or culture, which many scholars argue is a weakness because it is a step away from achieving objectivity (Stokes & Wall, 2017).

In fact, at its most extreme version, ethnographers even conduct research on themselves, in a fascinating methodology call autoethnography .

The purpose is to understand the culture, social structure, and the behaviors of the group under study. It is often useful when researchers seek to understand shared cultural meanings and practices in their natural settings.

However, it can be time-consuming and may reflect researcher biases due to the immersion approach.

Example of Ethnography

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

2. Phenomenological Research

Phenomenological research is a qualitative method focused on the study of individual experiences from the participant’s perspective (Tracy, 2019).

It focuses specifically on people’s experiences in relation to a specific social phenomenon ( see here for examples of social phenomena ).

This method is valuable when the goal is to understand how individuals perceive, experience, and make meaning of particular phenomena. However, because it is subjective and dependent on participants’ self-reports, findings may not be generalizable, and are highly reliant on self-reported ‘thoughts and feelings’.

Example of Phenomenological Research

A phenomenological approach to experiences with technology  by Sebnem Cilesiz represents a good starting-point for formulating a phenomenological study. With its focus on the ‘essence of experience’, this piece presents methodological, reliability, validity, and data analysis techniques that phenomenologists use to explain how people experience technology in their everyday lives.

3. Historical Research

Historical research is a qualitative method involving the examination of past events to draw conclusions about the present or make predictions about the future (Stokes & Wall, 2017).

As you might expect, it’s common in the research branches of history departments in universities.

This approach is useful in studies that seek to understand the past to interpret present events or trends. However, it relies heavily on the availability and reliability of source materials, which may be limited.

Common data sources include cultural artifacts from both material and non-material culture , which are then examined, compared, contrasted, and contextualized to test hypotheses and generate theories.

Example of Historical Research

A historical research example might be a study examining the evolution of gender roles over the last century. This research might involve the analysis of historical newspapers, advertisements, letters, and company documents, as well as sociocultural contexts.

4. Content Analysis

Content analysis is a research method that involves systematic and objective coding and interpreting of text or media to identify patterns, themes, ideologies, or biases (Schweigert, 2021).

A content analysis is useful in analyzing communication patterns, helping to reveal how texts such as newspapers, movies, films, political speeches, and other types of ‘content’ contain narratives and biases.

However, interpretations can be very subjective, which often requires scholars to engage in practices such as cross-comparing their coding with peers or external researchers.

Content analysis can be further broken down in to other specific methodologies such as semiotic analysis, multimodal analysis , and discourse analysis .

Example of Content Analysis

How is Islam Portrayed in Western Media?  by Poorebrahim and Zarei (2013) employs a type of content analysis called critical discourse analysis (common in poststructuralist and critical theory research ). This study by Poorebrahum and Zarei combs through a corpus of western media texts to explore the language forms that are used in relation to Islam and Muslims, finding that they are overly stereotyped, which may represent anti-Islam bias or failure to understand the Islamic world.

5. Grounded Theory Research

Grounded theory involves developing a theory  during and after  data collection rather than beforehand.

This is in contrast to most academic research studies, which start with a hypothesis or theory and then testing of it through a study, where we might have a null hypothesis (disproving the theory) and an alternative hypothesis (supporting the theory).

Grounded Theory is useful because it keeps an open mind to what the data might reveal out of the research. It can be time-consuming and requires rigorous data analysis (Tracy, 2019).

Grounded Theory Example

Developing a Leadership Identity   by Komives et al (2005) employs a grounded theory approach to develop a thesis based on the data rather than testing a hypothesis. The researchers studied the leadership identity of 13 college students taking on leadership roles. Based on their interviews, the researchers theorized that the students’ leadership identities shifted from a hierarchical view of leadership to one that embraced leadership as a collaborative concept.

6. Action Research

Action research is an approach which aims to solve real-world problems and bring about change within a setting. The study is designed to solve a specific problem – or in other words, to take action (Patten, 2017).

This approach can involve mixed methods, but is generally qualitative because it usually involves the study of a specific case study wherein the researcher works, e.g. a teacher studying their own classroom practice to seek ways they can improve.

Action research is very common in fields like education and nursing where practitioners identify areas for improvement then implement a study in order to find paths forward.

Action Research Example

Using Digital Sandbox Gaming to Improve Creativity Within Boys’ Writing   by Ellison and Drew was a research study one of my research students completed in his own classroom under my supervision. He implemented a digital game-based approach to literacy teaching with boys and interviewed his students to see if the use of games as stimuli for storytelling helped draw them into the learning experience.

7. Natural Observational Research

Observational research can also be quantitative (see: experimental research), but in naturalistic settings for the social sciences, researchers tend to employ qualitative data collection methods like interviews and field notes to observe people in their day-to-day environments.

This approach involves the observation and detailed recording of behaviors in their natural settings (Howitt, 2019). It can provide rich, in-depth information, but the researcher’s presence might influence behavior.

While observational research has some overlaps with ethnography (especially in regard to data collection techniques), it tends not to be as sustained as ethnography, e.g. a researcher might do 5 observations, every second Monday, as opposed to being embedded in an environment.

Observational Research Example

A researcher might use qualitative observational research to study the behaviors and interactions of children at a playground. The researcher would document the behaviors observed, such as the types of games played, levels of cooperation , and instances of conflict.

8. Case Study Research

Case study research is a qualitative method that involves a deep and thorough investigation of a single individual, group, or event in order to explore facets of that phenomenon that cannot be captured using other methods (Stokes & Wall, 2017).

Case study research is especially valuable in providing contextualized insights into specific issues, facilitating the application of abstract theories to real-world situations (Patten, 2017).

However, findings from a case study may not be generalizable due to the specific context and the limited number of cases studied (Walliman, 2021).

See More: Case Study Advantages and Disadvantages

Example of a Case Study

Scholars conduct a detailed exploration of the implementation of a new teaching method within a classroom setting. The study focuses on how the teacher and students adapt to the new method, the challenges encountered, and the outcomes on student performance and engagement. While the study provides specific and detailed insights of the teaching method in that classroom, it cannot be generalized to other classrooms, as statistical significance has not been established through this qualitative approach.

Quantitative Research Methods

Quantitative research methods involve the systematic empirical investigation of observable phenomena via statistical, mathematical, or computational techniques (Pajo, 2022). The focus is on gathering numerical data and generalizing it across groups of people or to explain a particular phenomenon.

9. Experimental Research

Experimental research is a quantitative method where researchers manipulate one variable to determine its effect on another (Walliman, 2021).

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

This type of research is useful in situations where researchers want to determine causal relationships between variables. However, experimental conditions may not reflect real-world conditions.

Example of Experimental Research

A researcher may conduct an experiment to determine the effects of a new educational approach on student learning outcomes. Students would be randomly assigned to either the control group (traditional teaching method) or the experimental group (new educational approach).

10. Surveys and Questionnaires

Surveys and questionnaires are quantitative methods that involve asking research participants structured and predefined questions to collect data about their attitudes, beliefs, behaviors, or characteristics (Patten, 2017).

Surveys are beneficial for collecting data from large samples, but they depend heavily on the honesty and accuracy of respondents.

They tend to be seen as more authoritative than their qualitative counterparts, semi-structured interviews, because the data is quantifiable (e.g. a questionnaire where information is presented on a scale from 1 to 10 can allow researchers to determine and compare statistical means, averages, and variations across sub-populations in the study).

Example of a Survey Study

A company might use a survey to gather data about employee job satisfaction across its offices worldwide. Employees would be asked to rate various aspects of their job satisfaction on a Likert scale. While this method provides a broad overview, it may lack the depth of understanding possible with other methods (Stokes & Wall, 2017).

11. Longitudinal Studies

Longitudinal studies involve repeated observations of the same variables over extended periods (Howitt, 2019). These studies are valuable for tracking development and change but can be costly and time-consuming.

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

Perhaps the most relatable example of a longitudinal study is a national census, which is taken on the same day every few years, to gather comparative demographic data that can show how a nation is changing over time.

While longitudinal studies are commonly quantitative, there are also instances of qualitative ones as well, such as the famous 7 Up study from the UK, which studies 14 individuals every 7 years to explore their development over their lives.

Example of a Longitudinal Study

A national census, taken every few years, uses surveys to develop longitudinal data, which is then compared and analyzed to present accurate trends over time. Trends a census can reveal include changes in religiosity, values and attitudes on social issues, and much more.

12. Cross-Sectional Studies

Cross-sectional studies are a quantitative research method that involves analyzing data from a population at a specific point in time (Patten, 2017). They provide a snapshot of a situation but cannot determine causality.

This design is used to measure and compare the prevalence of certain characteristics or outcomes in different groups within the sampled population.

The major advantage of cross-sectional design is its ability to measure a wide range of variables simultaneously without needing to follow up with participants over time.

However, cross-sectional studies do have limitations . This design can only show if there are associations or correlations between different variables, but cannot prove cause and effect relationships, temporal sequence, changes, and trends over time.

Example of a Cross-Sectional Study

Our longitudinal study example of a national census also happens to contain cross-sectional design. One census is cross-sectional, displaying only data from one point in time. But when a census is taken once every few years, it becomes longitudinal, and so long as the data collection technique remains unchanged, identification of changes will be achievable, adding another time dimension on top of a basic cross-sectional study.

13. Correlational Research

Correlational research is a quantitative method that seeks to determine if and to what degree a relationship exists between two or more quantifiable variables (Schweigert, 2021).

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

While correlational research can reveal relationships between variables, it cannot establish causality.

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

Example of Correlational Research

A team of researchers is interested in studying the relationship between the amount of time students spend studying and their academic performance. They gather data from a high school, measuring the number of hours each student studies per week and their grade point averages (GPAs) at the end of the semester. Upon analyzing the data, they find a positive correlation, suggesting that students who spend more time studying tend to have higher GPAs.

14. Quasi-Experimental Design Research

Quasi-experimental design research is a quantitative research method that is similar to experimental design but lacks the element of random assignment to treatment or control.

Instead, quasi-experimental designs typically rely on certain other methods to control for extraneous variables.

The term ‘quasi-experimental’ implies that the experiment resembles a true experiment, but it is not exactly the same because it doesn’t meet all the criteria for a ‘true’ experiment, specifically in terms of control and random assignment.

Quasi-experimental design is useful when researchers want to study a causal hypothesis or relationship, but practical or ethical considerations prevent them from manipulating variables and randomly assigning participants to conditions.

Example of Quasi-Experimental Design

A researcher wants to study the impact of a new math tutoring program on student performance. However, ethical and practical constraints prevent random assignment to the “tutoring” and “no tutoring” groups. Instead, the researcher compares students who chose to receive tutoring (experimental group) to similar students who did not choose to receive tutoring (control group), controlling for other variables like grade level and previous math performance.

Related: Examples and Types of Random Assignment in Research

15. Meta-Analysis Research

Meta-analysis statistically combines the results of multiple studies on a specific topic to yield a more precise estimate of the effect size. It’s the gold standard of secondary research .

Meta-analysis is particularly useful when there are numerous studies on a topic, and there is a need to integrate the findings to draw more reliable conclusions.

Some meta-analyses can identify flaws or gaps in a corpus of research, when can be highly influential in academic research, despite lack of primary data collection.

However, they tend only to be feasible when there is a sizable corpus of high-quality and reliable studies into a phenomenon.

Example of a Meta-Analysis

The power of feedback revisited (Wisniewski, Zierer & Hattie, 2020) is a meta-analysis that examines 435 empirical studies research on the effects of feedback on student learning. They use a random-effects model to ascertain whether there is a clear effect size across the literature. The authors find that feedback tends to impact cognitive and motor skill outcomes but has less of an effect on motivational and behavioral outcomes.

Choosing a research method requires a lot of consideration regarding what you want to achieve, your research paradigm, and the methodology that is most valuable for what you are studying. There are multiple types of research methods, many of which I haven’t been able to present here. Generally, it’s recommended that you work with an experienced researcher or research supervisor to identify a suitable research method for your study at hand.

Hammond, M., & Wellington, J. (2020). Research methods: The key concepts . New York: Routledge.

Howitt, D. (2019). Introduction to qualitative research methods in psychology . London: Pearson UK.

Pajo, B. (2022). Introduction to research methods: A hands-on approach . New York: Sage Publications.

Patten, M. L. (2017). Understanding research methods: An overview of the essentials . New York: Sage

Schweigert, W. A. (2021). Research methods in psychology: A handbook . Los Angeles: Waveland Press.

Stokes, P., & Wall, T. (2017). Research methods . New York: Bloomsbury Publishing.

Tracy, S. J. (2019). Qualitative research methods: Collecting evidence, crafting analysis, communicating impact . London: John Wiley & Sons.

Walliman, N. (2021). Research methods: The basics. London: Routledge.

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ Social-Emotional Learning (Definition, Examples, Pros & Cons)
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ What is Educational Psychology?
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ What is IQ? (Intelligence Quotient)
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ 5 Top Tips for Succeeding at University

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

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About Research Methods

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

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

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

Suggestions for changes and additions to this guide are welcome! 

START HERE: SAGE Research Methods

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

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

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

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

General Research Methods Resources

Here are some general resources for assistance:

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

Consultants

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

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Home » Research Methodology – Types, Examples and writing Guide

Research Methodology – Types, Examples and writing Guide

Table of Contents

Research Methodology

Definition:

Research Methodology refers to the systematic and scientific approach used to conduct research, investigate problems, and gather data and information for a specific purpose. It involves the techniques and procedures used to identify, collect , analyze , and interpret data to answer research questions or solve research problems . Moreover, They are philosophical and theoretical frameworks that guide the research process.

Structure of Research Methodology

Research methodology formats can vary depending on the specific requirements of the research project, but the following is a basic example of a structure for a research methodology section:

I. Introduction

• Provide an overview of the research problem and the need for a research methodology section
• Outline the main research questions and objectives

II. Research Design

• Explain the research design chosen and why it is appropriate for the research question(s) and objectives
• Discuss any alternative research designs considered and why they were not chosen
• Describe the research setting and participants (if applicable)

III. Data Collection Methods

• Describe the methods used to collect data (e.g., surveys, interviews, observations)
• Explain how the data collection methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or instruments used for data collection

IV. Data Analysis Methods

• Describe the methods used to analyze the data (e.g., statistical analysis, content analysis )
• Explain how the data analysis methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or software used for data analysis

V. Ethical Considerations

• Discuss any ethical issues that may arise from the research and how they were addressed
• Explain how informed consent was obtained (if applicable)
• Detail any measures taken to ensure confidentiality and anonymity

VI. Limitations

• Identify any potential limitations of the research methodology and how they may impact the results and conclusions

VII. Conclusion

• Summarize the key aspects of the research methodology section
• Explain how the research methodology addresses the research question(s) and objectives

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

This is a research methodology that involves the collection and analysis of numerical data using statistical methods. This type of research is often used to study cause-and-effect relationships and to make predictions.

Qualitative Research Methodology

This is a research methodology that involves the collection and analysis of non-numerical data such as words, images, and observations. This type of research is often used to explore complex phenomena, to gain an in-depth understanding of a particular topic, and to generate hypotheses.

Mixed-Methods Research Methodology

This is a research methodology that combines elements of both quantitative and qualitative research. This approach can be particularly useful for studies that aim to explore complex phenomena and to provide a more comprehensive understanding of a particular topic.

Case Study Research Methodology

This is a research methodology that involves in-depth examination of a single case or a small number of cases. Case studies are often used in psychology, sociology, and anthropology to gain a detailed understanding of a particular individual or group.

Action Research Methodology

This is a research methodology that involves a collaborative process between researchers and practitioners to identify and solve real-world problems. Action research is often used in education, healthcare, and social work.

Experimental Research Methodology

This is a research methodology that involves the manipulation of one or more independent variables to observe their effects on a dependent variable. Experimental research is often used to study cause-and-effect relationships and to make predictions.

Survey Research Methodology

This is a research methodology that involves the collection of data from a sample of individuals using questionnaires or interviews. Survey research is often used to study attitudes, opinions, and behaviors.

Grounded Theory Research Methodology

This is a research methodology that involves the development of theories based on the data collected during the research process. Grounded theory is often used in sociology and anthropology to generate theories about social phenomena.

Research Methodology Example

An Example of Research Methodology could be the following:

Research Methodology for Investigating the Effectiveness of Cognitive Behavioral Therapy in Reducing Symptoms of Depression in Adults

Introduction:

The aim of this research is to investigate the effectiveness of cognitive-behavioral therapy (CBT) in reducing symptoms of depression in adults. To achieve this objective, a randomized controlled trial (RCT) will be conducted using a mixed-methods approach.

Research Design:

The study will follow a pre-test and post-test design with two groups: an experimental group receiving CBT and a control group receiving no intervention. The study will also include a qualitative component, in which semi-structured interviews will be conducted with a subset of participants to explore their experiences of receiving CBT.

Participants:

Participants will be recruited from community mental health clinics in the local area. The sample will consist of 100 adults aged 18-65 years old who meet the diagnostic criteria for major depressive disorder. Participants will be randomly assigned to either the experimental group or the control group.

Intervention :

The experimental group will receive 12 weekly sessions of CBT, each lasting 60 minutes. The intervention will be delivered by licensed mental health professionals who have been trained in CBT. The control group will receive no intervention during the study period.

Data Collection:

Quantitative data will be collected through the use of standardized measures such as the Beck Depression Inventory-II (BDI-II) and the Generalized Anxiety Disorder-7 (GAD-7). Data will be collected at baseline, immediately after the intervention, and at a 3-month follow-up. Qualitative data will be collected through semi-structured interviews with a subset of participants from the experimental group. The interviews will be conducted at the end of the intervention period, and will explore participants’ experiences of receiving CBT.

Data Analysis:

Quantitative data will be analyzed using descriptive statistics, t-tests, and mixed-model analyses of variance (ANOVA) to assess the effectiveness of the intervention. Qualitative data will be analyzed using thematic analysis to identify common themes and patterns in participants’ experiences of receiving CBT.

Ethical Considerations:

This study will comply with ethical guidelines for research involving human subjects. Participants will provide informed consent before participating in the study, and their privacy and confidentiality will be protected throughout the study. Any adverse events or reactions will be reported and managed appropriately.

Data Management:

All data collected will be kept confidential and stored securely using password-protected databases. Identifying information will be removed from qualitative data transcripts to ensure participants’ anonymity.

Limitations:

One potential limitation of this study is that it only focuses on one type of psychotherapy, CBT, and may not generalize to other types of therapy or interventions. Another limitation is that the study will only include participants from community mental health clinics, which may not be representative of the general population.

Conclusion:

This research aims to investigate the effectiveness of CBT in reducing symptoms of depression in adults. By using a randomized controlled trial and a mixed-methods approach, the study will provide valuable insights into the mechanisms underlying the relationship between CBT and depression. The results of this study will have important implications for the development of effective treatments for depression in clinical settings.

How to Write Research Methodology

Writing a research methodology involves explaining the methods and techniques you used to conduct research, collect data, and analyze results. It’s an essential section of any research paper or thesis, as it helps readers understand the validity and reliability of your findings. Here are the steps to write a research methodology:

• Start by explaining your research question: Begin the methodology section by restating your research question and explaining why it’s important. This helps readers understand the purpose of your research and the rationale behind your methods.
• Describe your research design: Explain the overall approach you used to conduct research. This could be a qualitative or quantitative research design, experimental or non-experimental, case study or survey, etc. Discuss the advantages and limitations of the chosen design.
• Discuss your sample: Describe the participants or subjects you included in your study. Include details such as their demographics, sampling method, sample size, and any exclusion criteria used.
• Describe your data collection methods : Explain how you collected data from your participants. This could include surveys, interviews, observations, questionnaires, or experiments. Include details on how you obtained informed consent, how you administered the tools, and how you minimized the risk of bias.
• Explain your data analysis techniques: Describe the methods you used to analyze the data you collected. This could include statistical analysis, content analysis, thematic analysis, or discourse analysis. Explain how you dealt with missing data, outliers, and any other issues that arose during the analysis.
• Discuss the validity and reliability of your research : Explain how you ensured the validity and reliability of your study. This could include measures such as triangulation, member checking, peer review, or inter-coder reliability.
• Acknowledge any limitations of your research: Discuss any limitations of your study, including any potential threats to validity or generalizability. This helps readers understand the scope of your findings and how they might apply to other contexts.
• Provide a summary: End the methodology section by summarizing the methods and techniques you used to conduct your research. This provides a clear overview of your research methodology and helps readers understand the process you followed to arrive at your findings.

When to Write Research Methodology

Research methodology is typically written after the research proposal has been approved and before the actual research is conducted. It should be written prior to data collection and analysis, as it provides a clear roadmap for the research project.

The research methodology is an important section of any research paper or thesis, as it describes the methods and procedures that will be used to conduct the research. It should include details about the research design, data collection methods, data analysis techniques, and any ethical considerations.

The methodology should be written in a clear and concise manner, and it should be based on established research practices and standards. It is important to provide enough detail so that the reader can understand how the research was conducted and evaluate the validity of the results.

Applications of Research Methodology

Here are some of the applications of research methodology:

• To identify the research problem: Research methodology is used to identify the research problem, which is the first step in conducting any research.
• To design the research: Research methodology helps in designing the research by selecting the appropriate research method, research design, and sampling technique.
• To collect data: Research methodology provides a systematic approach to collect data from primary and secondary sources.
• To analyze data: Research methodology helps in analyzing the collected data using various statistical and non-statistical techniques.
• To test hypotheses: Research methodology provides a framework for testing hypotheses and drawing conclusions based on the analysis of data.
• To generalize findings: Research methodology helps in generalizing the findings of the research to the target population.
• To develop theories : Research methodology is used to develop new theories and modify existing theories based on the findings of the research.
• To evaluate programs and policies : Research methodology is used to evaluate the effectiveness of programs and policies by collecting data and analyzing it.
• To improve decision-making: Research methodology helps in making informed decisions by providing reliable and valid data.

Purpose of Research Methodology

Research methodology serves several important purposes, including:

• To guide the research process: Research methodology provides a systematic framework for conducting research. It helps researchers to plan their research, define their research questions, and select appropriate methods and techniques for collecting and analyzing data.
• To ensure research quality: Research methodology helps researchers to ensure that their research is rigorous, reliable, and valid. It provides guidelines for minimizing bias and error in data collection and analysis, and for ensuring that research findings are accurate and trustworthy.
• To replicate research: Research methodology provides a clear and detailed account of the research process, making it possible for other researchers to replicate the study and verify its findings.
• To advance knowledge: Research methodology enables researchers to generate new knowledge and to contribute to the body of knowledge in their field. It provides a means for testing hypotheses, exploring new ideas, and discovering new insights.
• To inform decision-making: Research methodology provides evidence-based information that can inform policy and decision-making in a variety of fields, including medicine, public health, education, and business.

Advantages of Research Methodology

Research methodology has several advantages that make it a valuable tool for conducting research in various fields. Here are some of the key advantages of research methodology:

• Systematic and structured approach : Research methodology provides a systematic and structured approach to conducting research, which ensures that the research is conducted in a rigorous and comprehensive manner.
• Objectivity : Research methodology aims to ensure objectivity in the research process, which means that the research findings are based on evidence and not influenced by personal bias or subjective opinions.
• Replicability : Research methodology ensures that research can be replicated by other researchers, which is essential for validating research findings and ensuring their accuracy.
• Reliability : Research methodology aims to ensure that the research findings are reliable, which means that they are consistent and can be depended upon.
• Validity : Research methodology ensures that the research findings are valid, which means that they accurately reflect the research question or hypothesis being tested.
• Efficiency : Research methodology provides a structured and efficient way of conducting research, which helps to save time and resources.
• Flexibility : Research methodology allows researchers to choose the most appropriate research methods and techniques based on the research question, data availability, and other relevant factors.
• Scope for innovation: Research methodology provides scope for innovation and creativity in designing research studies and developing new research techniques.

Research Methodology Vs Research Methods

About the author.

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

By: Derek Jansen (MBA). Expert Reviewed By: Dr Eunice Rautenbach | June 2021

Without a doubt, one of the most common questions we receive at Grad Coach is “ How do I choose the right methodology for my research? ”. It’s easy to see why – with so many options on the research design table, it’s easy to get intimidated, especially with all the complex lingo!

In this post, we’ll explain the three overarching types of research – qualitative, quantitative and mixed methods – and how you can go about choosing the best methodological approach for your research.

Overview: Choosing Your Methodology

Understanding the options – Qualitative research – Quantitative research – Mixed methods-based research

Choosing a research methodology – Nature of the research – Research area norms – Practicalities

1. Understanding the options

Before we jump into the question of how to choose a research methodology, it’s useful to take a step back to understand the three overarching types of research – qualitative , quantitative and mixed methods -based research. Each of these options takes a different methodological approach.

Qualitative research utilises data that is not numbers-based. In other words, qualitative research focuses on words , descriptions , concepts or ideas – while quantitative research makes use of numbers and statistics. Qualitative research investigates the “softer side” of things to explore and describe, while quantitative research focuses on the “hard numbers”, to measure differences between variables and the relationships between them.

Importantly, qualitative research methods are typically used to explore and gain a deeper understanding of the complexity of a situation – to draw a rich picture . In contrast to this, quantitative methods are usually used to confirm or test hypotheses . In other words, they have distinctly different purposes. The table below highlights a few of the key differences between qualitative and quantitative research – you can learn more about the differences here.

• Uses an inductive approach
• Is used to build theories
• Takes a subjective approach
• Adopts an open and flexible approach
• The researcher is close to the respondents
• Interviews and focus groups are oftentimes used to collect word-based data.
• Generally, draws on small sample sizes
• Uses qualitative data analysis techniques (e.g. content analysis , thematic analysis , etc)
• Uses a deductive approach
• Is used to test theories
• Takes an objective approach
• Adopts a closed, highly planned approach
• The research is disconnected from respondents
• Surveys or laboratory equipment are often used to collect number-based data.
• Generally, requires large sample sizes
• Uses statistical analysis techniques to make sense of the data

Mixed methods -based research, as you’d expect, attempts to bring these two types of research together, drawing on both qualitative and quantitative data. Quite often, mixed methods-based studies will use qualitative research to explore a situation and develop a potential model of understanding (this is called a conceptual framework), and then go on to use quantitative methods to test that model empirically.

In other words, while qualitative and quantitative methods (and the philosophies that underpin them) are completely different, they are not at odds with each other. It’s not a competition of qualitative vs quantitative. On the contrary, they can be used together to develop a high-quality piece of research. Of course, this is easier said than done, so we usually recommend that first-time researchers stick to a single approach , unless the nature of their study truly warrants a mixed-methods approach.

The key takeaway here, and the reason we started by looking at the three options, is that it’s important to understand that each methodological approach has a different purpose – for example, to explore and understand situations (qualitative), to test and measure (quantitative) or to do both. They’re not simply alternative tools for the same job. 

Right – now that we’ve got that out of the way, let’s look at how you can go about choosing the right methodology for your research.

2. How to choose a research methodology

To choose the right research methodology for your dissertation or thesis, you need to consider three important factors . Based on these three factors, you can decide on your overarching approach – qualitative, quantitative or mixed methods. Once you’ve made that decision, you can flesh out the finer details of your methodology, such as the sampling , data collection methods and analysis techniques (we discuss these separately in other posts ).

The three factors you need to consider are:

• The nature of your research aims, objectives and research questions
• The methodological approaches taken in the existing literature
• Practicalities and constraints

Let’s take a look at each of these.

Factor #1: The nature of your research

As I mentioned earlier, each type of research (and therefore, research methodology), whether qualitative, quantitative or mixed, has a different purpose and helps solve a different type of question. So, it’s logical that the key deciding factor in terms of which research methodology you adopt is the nature of your research aims, objectives and research questions .

But, what types of research exist?

Broadly speaking, research can fall into one of three categories:

• Exploratory – getting a better understanding of an issue and potentially developing a theory regarding it
• Confirmatory – confirming a potential theory or hypothesis by testing it empirically
• A mix of both – building a potential theory or hypothesis and then testing it

As a rule of thumb, exploratory research tends to adopt a qualitative approach , whereas confirmatory research tends to use quantitative methods . This isn’t set in stone, but it’s a very useful heuristic. Naturally then, research that combines a mix of both, or is seeking to develop a theory from the ground up and then test that theory, would utilize a mixed-methods approach.

Let’s look at an example in action.

If your research aims were to understand the perspectives of war veterans regarding certain political matters, you’d likely adopt a qualitative methodology, making use of interviews to collect data and one or more qualitative data analysis methods to make sense of the data.

If, on the other hand, your research aims involved testing a set of hypotheses regarding the link between political leaning and income levels, you’d likely adopt a quantitative methodology, using numbers-based data from a survey to measure the links between variables and/or constructs .

So, the first (and most important thing) thing you need to consider when deciding which methodological approach to use for your research project is the nature of your research aims , objectives and research questions. Specifically, you need to assess whether your research leans in an exploratory or confirmatory direction or involves a mix of both.

The importance of achieving solid alignment between these three factors and your methodology can’t be overstated. If they’re misaligned, you’re going to be forcing a square peg into a round hole. In other words, you’ll be using the wrong tool for the job, and your research will become a disjointed mess.

If your research is a mix of both exploratory and confirmatory, but you have a tight word count limit, you may need to consider trimming down the scope a little and focusing on one or the other. One methodology executed well has a far better chance of earning marks than a poorly executed mixed methods approach. So, don’t try to be a hero, unless there is a very strong underpinning logic.

Need a helping hand?

Factor #2: The disciplinary norms

Choosing the right methodology for your research also involves looking at the approaches used by other researchers in the field, and studies with similar research aims and objectives to yours. Oftentimes, within a discipline, there is a common methodological approach (or set of approaches) used in studies. While this doesn’t mean you should follow the herd “just because”, you should at least consider these approaches and evaluate their merit within your context.

A major benefit of reviewing the research methodologies used by similar studies in your field is that you can often piggyback on the data collection techniques that other (more experienced) researchers have developed. For example, if you’re undertaking a quantitative study, you can often find tried and tested survey scales with high Cronbach’s alphas. These are usually included in the appendices of journal articles, so you don’t even have to contact the original authors. By using these, you’ll save a lot of time and ensure that your study stands on the proverbial “shoulders of giants” by using high-quality measurement instruments .

Of course, when reviewing existing literature, keep point #1 front of mind. In other words, your methodology needs to align with your research aims, objectives and questions. Don’t fall into the trap of adopting the methodological “norm” of other studies just because it’s popular. Only adopt that which is relevant to your research.

Factor #3: Practicalities

When choosing a research methodology, there will always be a tension between doing what’s theoretically best (i.e., the most scientifically rigorous research design ) and doing what’s practical , given your constraints . This is the nature of doing research and there are always trade-offs, as with anything else.

But what constraints, you ask?

When you’re evaluating your methodological options, you need to consider the following constraints:

• Data access
• Equipment and software
• Your knowledge and skills

Let’s look at each of these.

Constraint #1: Data access

The first practical constraint you need to consider is your access to data . If you’re going to be undertaking primary research , you need to think critically about the sample of respondents you realistically have access to. For example, if you plan to use in-person interviews , you need to ask yourself how many people you’ll need to interview, whether they’ll be agreeable to being interviewed, where they’re located, and so on.

If you’re wanting to undertake a quantitative approach using surveys to collect data, you’ll need to consider how many responses you’ll require to achieve statistically significant results. For many statistical tests, a sample of a few hundred respondents is typically needed to develop convincing conclusions.

So, think carefully about what data you’ll need access to, how much data you’ll need and how you’ll collect it. The last thing you want is to spend a huge amount of time on your research only to find that you can’t get access to the required data.

Constraint #2: Time

The next constraint is time. If you’re undertaking research as part of a PhD, you may have a fairly open-ended time limit, but this is unlikely to be the case for undergrad and Masters-level projects. So, pay attention to your timeline, as the data collection and analysis components of different methodologies have a major impact on time requirements . Also, keep in mind that these stages of the research often take a lot longer than originally anticipated.

Another practical implication of time limits is that it will directly impact which time horizon you can use – i.e. longitudinal vs cross-sectional . For example, if you’ve got a 6-month limit for your entire research project, it’s quite unlikely that you’ll be able to adopt a longitudinal time horizon. 

Constraint #3: Money

As with so many things, money is another important constraint you’ll need to consider when deciding on your research methodology. While some research designs will cost near zero to execute, others may require a substantial budget .

Some of the costs that may arise include:

• Software costs – e.g. survey hosting services, analysis software, etc.
• Promotion costs – e.g. advertising a survey to attract respondents
• Incentive costs – e.g. providing a prize or cash payment incentive to attract respondents
• Equipment rental costs – e.g. recording equipment, lab equipment, etc.
• Travel costs
• Food & beverages

These are just a handful of costs that can creep into your research budget. Like most projects, the actual costs tend to be higher than the estimates, so be sure to err on the conservative side and expect the unexpected. It’s critically important that you’re honest with yourself about these costs, or you could end up getting stuck midway through your project because you’ve run out of money.

Constraint #4: Equipment & software

Another practical consideration is the hardware and/or software you’ll need in order to undertake your research. Of course, this variable will depend on the type of data you’re collecting and analysing. For example, you may need lab equipment to analyse substances, or you may need specific analysis software to analyse statistical data. So, be sure to think about what hardware and/or software you’ll need for each potential methodological approach, and whether you have access to these.

Constraint #5: Your knowledge and skillset

The final practical constraint is a big one. Naturally, the research process involves a lot of learning and development along the way, so you will accrue knowledge and skills as you progress. However, when considering your methodological options, you should still consider your current position on the ladder.

Some of the questions you should ask yourself are:

• Am I more of a “numbers person” or a “words person”?
• How much do I know about the analysis methods I’ll potentially use (e.g. statistical analysis)?
• How much do I know about the software and/or hardware that I’ll potentially use?
• How excited am I to learn new research skills and gain new knowledge?
• How much time do I have to learn the things I need to learn?

Answering these questions honestly will provide you with another set of criteria against which you can evaluate the research methodology options you’ve shortlisted.

So, as you can see, there is a wide range of practicalities and constraints that you need to take into account when you’re deciding on a research methodology. These practicalities create a tension between the “ideal” methodology and the methodology that you can realistically pull off. This is perfectly normal, and it’s your job to find the option that presents the best set of trade-offs.

Recap: Choosing a methodology

In this post, we’ve discussed how to go about choosing a research methodology. The three major deciding factors we looked at were:

• Exploratory
• Confirmatory
• Combination
• Research area norms
• Hardware and software
• Your knowledge and skillset

If you have any questions, feel free to leave a comment below. If you’d like a helping hand with your research methodology, check out our 1-on-1 research coaching service , or book a free consultation with a friendly Grad Coach.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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Very useful and informative especially for beginners

Nice article! I’m a beginner in the field of cybersecurity research. I am a Telecom and Network Engineer and Also aiming for PhD scholarship.

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Hi I am Anna ,

I am a PHD candidate in the area of cyber security, maybe we can link up

The Examples shows by you, for sure they are really direct me and others to knows and practices the Research Design and prepration.

I found the post very informative and practical.

I struggle so much with designs of the research for sure!

I’m the process of constructing my research design and I want to know if the data analysis I plan to present in my thesis defense proposal possibly change especially after I gathered the data already.

Thank you so much this site is such a life saver. How I wish 1-1 coaching is available in our country but sadly it’s not.

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• Research Process

Choosing the Right Research Methodology: A Guide for Researchers

• 3 minute read

Table of Contents

Choosing an optimal research methodology is crucial for the success of any research project. The methodology you select will determine the type of data you collect, how you collect it, and how you analyse it. Understanding the different types of research methods available along with their strengths and weaknesses, is thus imperative to make an informed decision.

Understanding different research methods:

There are several research methods available depending on the type of study you are conducting, i.e., whether it is laboratory-based, clinical, epidemiological, or survey based . Some common methodologies include qualitative research, quantitative research, experimental research, survey-based research, and action research. Each method can be opted for and modified, depending on the type of research hypotheses and objectives.

Qualitative vs quantitative research:

When deciding on a research methodology, one of the key factors to consider is whether your research will be qualitative or quantitative. Qualitative research is used to understand people’s experiences, concepts, thoughts, or behaviours . Quantitative research, on the contrary, deals with numbers, graphs, and charts, and is used to test or confirm hypotheses, assumptions, and theories. 

Qualitative research methodology:

Qualitative research is often used to examine issues that are not well understood, and to gather additional insights on these topics. Qualitative research methods include open-ended survey questions, observations of behaviours described through words, and reviews of literature that has explored similar theories and ideas. These methods are used to understand how language is used in real-world situations, identify common themes or overarching ideas, and describe and interpret various texts. Data analysis for qualitative research typically includes discourse analysis, thematic analysis, and textual analysis. 

Quantitative research methodology:

The goal of quantitative research is to test hypotheses, confirm assumptions and theories, and determine cause-and-effect relationships. Quantitative research methods include experiments, close-ended survey questions, and countable and numbered observations. Data analysis for quantitative research relies heavily on statistical methods.

Analysing qualitative vs quantitative data:

The methods used for data analysis also differ for qualitative and quantitative research. As mentioned earlier, quantitative data is generally analysed using statistical methods and does not leave much room for speculation. It is more structured and follows a predetermined plan. In quantitative research, the researcher starts with a hypothesis and uses statistical methods to test it. Contrarily, methods used for qualitative data analysis can identify patterns and themes within the data, rather than provide statistical measures of the data. It is an iterative process, where the researcher goes back and forth trying to gauge the larger implications of the data through different perspectives and revising the analysis if required.

When to use qualitative vs quantitative research:

The choice between qualitative and quantitative research will depend on the gap that the research project aims to address, and specific objectives of the study. If the goal is to establish facts about a subject or topic, quantitative research is an appropriate choice. However, if the goal is to understand people’s experiences or perspectives, qualitative research may be more suitable. 

Conclusion:

In conclusion, an understanding of the different research methods available, their applicability, advantages, and disadvantages is essential for making an informed decision on the best methodology for your project. If you need any additional guidance on which research methodology to opt for, you can head over to Elsevier Author Services (EAS). EAS experts will guide you throughout the process and help you choose the perfect methodology for your research goals.

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Types of Research – Explained with Examples

• By DiscoverPhDs
• October 2, 2020

Types of Research

Research is about using established methods to investigate a problem or question in detail with the aim of generating new knowledge about it.

It is a vital tool for scientific advancement because it allows researchers to prove or refute hypotheses based on clearly defined parameters, environments and assumptions. Due to this, it enables us to confidently contribute to knowledge as it allows research to be verified and replicated.

Knowing the types of research and what each of them focuses on will allow you to better plan your project, utilises the most appropriate methodologies and techniques and better communicate your findings to other researchers and supervisors.

Classification of Types of Research

There are various types of research that are classified according to their objective, depth of study, analysed data, time required to study the phenomenon and other factors. It’s important to note that a research project will not be limited to one type of research, but will likely use several.

According to its Purpose

Theoretical research.

Theoretical research, also referred to as pure or basic research, focuses on generating knowledge , regardless of its practical application. Here, data collection is used to generate new general concepts for a better understanding of a particular field or to answer a theoretical research question.

Results of this kind are usually oriented towards the formulation of theories and are usually based on documentary analysis, the development of mathematical formulas and the reflection of high-level researchers.

Applied Research

Here, the goal is to find strategies that can be used to address a specific research problem. Applied research draws on theory to generate practical scientific knowledge, and its use is very common in STEM fields such as engineering, computer science and medicine.

This type of research is subdivided into two types:

• Technological applied research : looks towards improving efficiency in a particular productive sector through the improvement of processes or machinery related to said productive processes.
• Scientific applied research : has predictive purposes. Through this type of research design, we can measure certain variables to predict behaviours useful to the goods and services sector, such as consumption patterns and viability of commercial projects.

According to your Depth of Scope

Exploratory research.

Exploratory research is used for the preliminary investigation of a subject that is not yet well understood or sufficiently researched. It serves to establish a frame of reference and a hypothesis from which an in-depth study can be developed that will enable conclusive results to be generated.

Because exploratory research is based on the study of little-studied phenomena, it relies less on theory and more on the collection of data to identify patterns that explain these phenomena.

Descriptive Research

The primary objective of descriptive research is to define the characteristics of a particular phenomenon without necessarily investigating the causes that produce it.

In this type of research, the researcher must take particular care not to intervene in the observed object or phenomenon, as its behaviour may change if an external factor is involved.

Explanatory Research

Explanatory research is the most common type of research method and is responsible for establishing cause-and-effect relationships that allow generalisations to be extended to similar realities. It is closely related to descriptive research, although it provides additional information about the observed object and its interactions with the environment.

Correlational Research

The purpose of this type of scientific research is to identify the relationship between two or more variables. A correlational study aims to determine whether a variable changes, how much the other elements of the observed system change.

According to the Type of Data Used

Qualitative research.

Qualitative methods are often used in the social sciences to collect, compare and interpret information, has a linguistic-semiotic basis and is used in techniques such as discourse analysis, interviews, surveys, records and participant observations.

In order to use statistical methods to validate their results, the observations collected must be evaluated numerically. Qualitative research, however, tends to be subjective, since not all data can be fully controlled. Therefore, this type of research design is better suited to extracting meaning from an event or phenomenon (the ‘why’) than its cause (the ‘how’).

Quantitative Research

Quantitative research study delves into a phenomena through quantitative data collection and using mathematical, statistical and computer-aided tools to measure them . This allows generalised conclusions to be projected over time.

According to the Degree of Manipulation of Variables

Experimental research.

It is about designing or replicating a phenomenon whose variables are manipulated under strictly controlled conditions in order to identify or discover its effect on another independent variable or object. The phenomenon to be studied is measured through study and control groups, and according to the guidelines of the scientific method.

Non-Experimental Research

Also known as an observational study, it focuses on the analysis of a phenomenon in its natural context. As such, the researcher does not intervene directly, but limits their involvement to measuring the variables required for the study. Due to its observational nature, it is often used in descriptive research.

Quasi-Experimental Research

It controls only some variables of the phenomenon under investigation and is therefore not entirely experimental. In this case, the study and the focus group cannot be randomly selected, but are chosen from existing groups or populations . This is to ensure the collected data is relevant and that the knowledge, perspectives and opinions of the population can be incorporated into the study.

According to the Type of Inference

Deductive investigation.

In this type of research, reality is explained by general laws that point to certain conclusions; conclusions are expected to be part of the premise of the research problem and considered correct if the premise is valid and the inductive method is applied correctly.

Inductive Research

In this type of research, knowledge is generated from an observation to achieve a generalisation. It is based on the collection of specific data to develop new theories.

Hypothetical-Deductive Investigation

It is based on observing reality to make a hypothesis, then use deduction to obtain a conclusion and finally verify or reject it through experience.

According to the Time in Which it is Carried Out

Longitudinal study (also referred to as diachronic research).

It is the monitoring of the same event, individual or group over a defined period of time. It aims to track changes in a number of variables and see how they evolve over time. It is often used in medical, psychological and social areas .

Cross-Sectional Study (also referred to as Synchronous Research)

Cross-sectional research design is used to observe phenomena, an individual or a group of research subjects at a given time.

According to The Sources of Information

Primary research.

This fundamental research type is defined by the fact that the data is collected directly from the source, that is, it consists of primary, first-hand information.

Secondary research

Unlike primary research, secondary research is developed with information from secondary sources, which are generally based on scientific literature and other documents compiled by another researcher.

According to How the Data is Obtained

Documentary (cabinet).

Documentary research, or secondary sources, is based on a systematic review of existing sources of information on a particular subject. This type of scientific research is commonly used when undertaking literature reviews or producing a case study.

Field research study involves the direct collection of information at the location where the observed phenomenon occurs.

From Laboratory

Laboratory research is carried out in a controlled environment in order to isolate a dependent variable and establish its relationship with other variables through scientific methods.

Mixed-Method: Documentary, Field and/or Laboratory

Mixed research methodologies combine results from both secondary (documentary) sources and primary sources through field or laboratory research.

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There are various types of research that are classified by objective, depth of study, analysed data and the time required to study the phenomenon etc.

Alex is a PhD student at the University of Bradford researching ritual and funerary rites in later prehistoric Scotland: an analysis of faunal assemblages from the Covesea Caves.

Calvin is coming to the end of the second year of his PhD at Trinity College Dublin, Ireland. His research is focussed on how recovery as a concept is socially constructed in mental health services.

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Research Methods: What are research methods?

• What are research methods?
• Searching specific databases

What are research methods

Research methods are the strategies, processes or techniques utilized in the collection of data or evidence for analysis in order to uncover new information or create better understanding of a topic.

There are different types of research methods which use different tools for data collection.

Types of research

• Qualitative Research
• Quantitative Research
• Mixed Methods Research

Qualitative Research gathers data about lived experiences, emotions or behaviours, and the meanings individuals attach to them. It assists in enabling researchers to gain a better understanding of complex concepts, social interactions or cultural phenomena. This type of research is useful in the exploration of how or why things have occurred, interpreting events and describing actions.

Quantitative Research gathers numerical data which can be ranked, measured or categorised through statistical analysis. It assists with uncovering patterns or relationships, and for making generalisations. This type of research is useful for finding out how many, how much, how often, or to what extent.

Mixed Methods Research integrates both Q ualitative and Quantitative Research . It provides a holistic approach combining and analysing the statistical data with deeper contextualised insights. Using Mixed Methods also enables Triangulation,  or verification, of the data from two or more sources.

Finding Mixed Methods research in the Databases 

“mixed model*” OR “mixed design*” OR “multiple method*” OR multimethod* OR triangulat*

Data collection tools

Sage research methods.

• SAGE research methods online This link opens in a new window Research methods tool to help researchers gather full-text resources, design research projects, understand a particular method and write up their research. Includes access to collections of video, business cases and eBooks,

Help and Information

• Next: Finding qualitative research >>
• Last Updated: Apr 18, 2024 11:16 AM
• URL: https://libguides.newcastle.edu.au/researchmethods

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• Research Design & Method

Research Methods Guide: Research Design & Method

• Introduction
• Survey Research
• Interview Research
• Data Analysis
• Resources & Consultation

Tutorial Videos: Research Design & Method

Research Methods (sociology-focused)

Qualitative vs. Quantitative Methods (intro)

Qualitative vs. Quantitative Methods (advanced)

FAQ: Research Design & Method

What is the difference between Research Design and Research Method?

Research design is a plan to answer your research question.  A research method is a strategy used to implement that plan.  Research design and methods are different but closely related, because good research design ensures that the data you obtain will help you answer your research question more effectively.

Which research method should I choose ?

It depends on your research goal.  It depends on what subjects (and who) you want to study.  Let's say you are interested in studying what makes people happy, or why some students are more conscious about recycling on campus.  To answer these questions, you need to make a decision about how to collect your data.  Most frequently used methods include:

• Observation / Participant Observation
• Focus Groups
• Experiments
• Secondary Data Analysis / Archival Study
• Mixed Methods (combination of some of the above)

One particular method could be better suited to your research goal than others, because the data you collect from different methods will be different in quality and quantity.   For instance, surveys are usually designed to produce relatively short answers, rather than the extensive responses expected in qualitative interviews.

What other factors should I consider when choosing one method over another?

Time for data collection and analysis is something you want to consider.  An observation or interview method, so-called qualitative approach, helps you collect richer information, but it takes time.  Using a survey helps you collect more data quickly, yet it may lack details.  So, you will need to consider the time you have for research and the balance between strengths and weaknesses associated with each method (e.g., qualitative vs. quantitative).

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• Last Updated: Aug 21, 2023 10:42 AM

Research Methods In Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

Research methods in psychology are systematic procedures used to observe, describe, predict, and explain behavior and mental processes. They include experiments, surveys, case studies, and naturalistic observations, ensuring data collection is objective and reliable to understand and explain psychological phenomena.

Hypotheses are statements about the prediction of the results, that can be verified or disproved by some investigation.

There are four types of hypotheses :

• Null Hypotheses (H0 ) – these predict that no difference will be found in the results between the conditions. Typically these are written ‘There will be no difference…’
• Alternative Hypotheses (Ha or H1) – these predict that there will be a significant difference in the results between the two conditions. This is also known as the experimental hypothesis.
• One-tailed (directional) hypotheses – these state the specific direction the researcher expects the results to move in, e.g. higher, lower, more, less. In a correlation study, the predicted direction of the correlation can be either positive or negative.
• Two-tailed (non-directional) hypotheses – these state that a difference will be found between the conditions of the independent variable but does not state the direction of a difference or relationship. Typically these are always written ‘There will be a difference ….’

All research has an alternative hypothesis (either a one-tailed or two-tailed) and a corresponding null hypothesis.

Once the research is conducted and results are found, psychologists must accept one hypothesis and reject the other. 

So, if a difference is found, the Psychologist would accept the alternative hypothesis and reject the null.  The opposite applies if no difference is found.

Sampling techniques

Sampling is the process of selecting a representative group from the population under study.

A sample is the participants you select from a target population (the group you are interested in) to make generalizations about.

Representative means the extent to which a sample mirrors a researcher’s target population and reflects its characteristics.

Generalisability means the extent to which their findings can be applied to the larger population of which their sample was a part.

• Volunteer sample : where participants pick themselves through newspaper adverts, noticeboards or online.
• Opportunity sampling : also known as convenience sampling , uses people who are available at the time the study is carried out and willing to take part. It is based on convenience.
• Random sampling : when every person in the target population has an equal chance of being selected. An example of random sampling would be picking names out of a hat.
• Systematic sampling : when a system is used to select participants. Picking every Nth person from all possible participants. N = the number of people in the research population / the number of people needed for the sample.
• Stratified sampling : when you identify the subgroups and select participants in proportion to their occurrences.
• Snowball sampling : when researchers find a few participants, and then ask them to find participants themselves and so on.
• Quota sampling : when researchers will be told to ensure the sample fits certain quotas, for example they might be told to find 90 participants, with 30 of them being unemployed.

Experiments always have an independent and dependent variable .

• The independent variable is the one the experimenter manipulates (the thing that changes between the conditions the participants are placed into). It is assumed to have a direct effect on the dependent variable.
• The dependent variable is the thing being measured, or the results of the experiment.

Operationalization of variables means making them measurable/quantifiable. We must use operationalization to ensure that variables are in a form that can be easily tested.

For instance, we can’t really measure ‘happiness’, but we can measure how many times a person smiles within a two-hour period. 

By operationalizing variables, we make it easy for someone else to replicate our research. Remember, this is important because we can check if our findings are reliable.

Extraneous variables are all variables which are not independent variable but could affect the results of the experiment.

It can be a natural characteristic of the participant, such as intelligence levels, gender, or age for example, or it could be a situational feature of the environment such as lighting or noise.

Demand characteristics are a type of extraneous variable that occurs if the participants work out the aims of the research study, they may begin to behave in a certain way.

For example, in Milgram’s research , critics argued that participants worked out that the shocks were not real and they administered them as they thought this was what was required of them. 

Extraneous variables must be controlled so that they do not affect (confound) the results.

Randomly allocating participants to their conditions or using a matched pairs experimental design can help to reduce participant variables. 

Situational variables are controlled by using standardized procedures, ensuring every participant in a given condition is treated in the same way

Experimental Design

Experimental design refers to how participants are allocated to each condition of the independent variable, such as a control or experimental group.

• Independent design ( between-groups design ): each participant is selected for only one group. With the independent design, the most common way of deciding which participants go into which group is by means of randomization. 
• Matched participants design : each participant is selected for only one group, but the participants in the two groups are matched for some relevant factor or factors (e.g. ability; sex; age).
• Repeated measures design ( within groups) : each participant appears in both groups, so that there are exactly the same participants in each group.
• The main problem with the repeated measures design is that there may well be order effects. Their experiences during the experiment may change the participants in various ways.
• They may perform better when they appear in the second group because they have gained useful information about the experiment or about the task. On the other hand, they may perform less well on the second occasion because of tiredness or boredom.
• Counterbalancing is the best way of preventing order effects from disrupting the findings of an experiment, and involves ensuring that each condition is equally likely to be used first and second by the participants.

If we wish to compare two groups with respect to a given independent variable, it is essential to make sure that the two groups do not differ in any other important way. 

Experimental Methods

All experimental methods involve an iv (independent variable) and dv (dependent variable)..

• Field experiments are conducted in the everyday (natural) environment of the participants. The experimenter still manipulates the IV, but in a real-life setting. It may be possible to control extraneous variables, though such control is more difficult than in a lab experiment.
• Natural experiments are when a naturally occurring IV is investigated that isn’t deliberately manipulated, it exists anyway. Participants are not randomly allocated, and the natural event may only occur rarely.

Case studies are in-depth investigations of a person, group, event, or community. It uses information from a range of sources, such as from the person concerned and also from their family and friends.

Many techniques may be used such as interviews, psychological tests, observations and experiments. Case studies are generally longitudinal: in other words, they follow the individual or group over an extended period of time. 

Case studies are widely used in psychology and among the best-known ones carried out were by Sigmund Freud . He conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

Case studies provide rich qualitative data and have high levels of ecological validity. However, it is difficult to generalize from individual cases as each one has unique characteristics.

Correlational Studies

Correlation means association; it is a measure of the extent to which two variables are related. One of the variables can be regarded as the predictor variable with the other one as the outcome variable.

Correlational studies typically involve obtaining two different measures from a group of participants, and then assessing the degree of association between the measures. 

The predictor variable can be seen as occurring before the outcome variable in some sense. It is called the predictor variable, because it forms the basis for predicting the value of the outcome variable.

Relationships between variables can be displayed on a graph or as a numerical score called a correlation coefficient.

• If an increase in one variable tends to be associated with an increase in the other, then this is known as a positive correlation .
• If an increase in one variable tends to be associated with a decrease in the other, then this is known as a negative correlation .
• A zero correlation occurs when there is no relationship between variables.

After looking at the scattergraph, if we want to be sure that a significant relationship does exist between the two variables, a statistical test of correlation can be conducted, such as Spearman’s rho.

The test will give us a score, called a correlation coefficient . This is a value between 0 and 1, and the closer to 1 the score is, the stronger the relationship between the variables. This value can be both positive e.g. 0.63, or negative -0.63.

A correlation between variables, however, does not automatically mean that the change in one variable is the cause of the change in the values of the other variable. A correlation only shows if there is a relationship between variables.

Correlation does not always prove causation, as a third variable may be involved. 

Interview Methods

Interviews are commonly divided into two types: structured and unstructured.

A fixed, predetermined set of questions is put to every participant in the same order and in the same way. 

Responses are recorded on a questionnaire, and the researcher presets the order and wording of questions, and sometimes the range of alternative answers.

The interviewer stays within their role and maintains social distance from the interviewee.

There are no set questions, and the participant can raise whatever topics he/she feels are relevant and ask them in their own way. Questions are posed about participants’ answers to the subject

Unstructured interviews are most useful in qualitative research to analyze attitudes and values.

Though they rarely provide a valid basis for generalization, their main advantage is that they enable the researcher to probe social actors’ subjective point of view. 

Questionnaire Method

Questionnaires can be thought of as a kind of written interview. They can be carried out face to face, by telephone, or post.

The choice of questions is important because of the need to avoid bias or ambiguity in the questions, ‘leading’ the respondent or causing offense.

• Open questions are designed to encourage a full, meaningful answer using the subject’s own knowledge and feelings. They provide insights into feelings, opinions, and understanding. Example: “How do you feel about that situation?”
• Closed questions can be answered with a simple “yes” or “no” or specific information, limiting the depth of response. They are useful for gathering specific facts or confirming details. Example: “Do you feel anxious in crowds?”

Its other practical advantages are that it is cheaper than face-to-face interviews and can be used to contact many respondents scattered over a wide area relatively quickly.

Observations

There are different types of observation methods :

• Covert observation is where the researcher doesn’t tell the participants they are being observed until after the study is complete. There could be ethical problems or deception and consent with this particular observation method.
• Overt observation is where a researcher tells the participants they are being observed and what they are being observed for.
• Controlled : behavior is observed under controlled laboratory conditions (e.g., Bandura’s Bobo doll study).
• Natural : Here, spontaneous behavior is recorded in a natural setting.
• Participant : Here, the observer has direct contact with the group of people they are observing. The researcher becomes a member of the group they are researching.  
• Non-participant (aka “fly on the wall): The researcher does not have direct contact with the people being observed. The observation of participants’ behavior is from a distance

Pilot Study

A pilot  study is a small scale preliminary study conducted in order to evaluate the feasibility of the key s teps in a future, full-scale project.

A pilot study is an initial run-through of the procedures to be used in an investigation; it involves selecting a few people and trying out the study on them. It is possible to save time, and in some cases, money, by identifying any flaws in the procedures designed by the researcher.

A pilot study can help the researcher spot any ambiguities (i.e. unusual things) or confusion in the information given to participants or problems with the task devised.

Sometimes the task is too hard, and the researcher may get a floor effect, because none of the participants can score at all or can complete the task – all performances are low.

The opposite effect is a ceiling effect, when the task is so easy that all achieve virtually full marks or top performances and are “hitting the ceiling”.

Research Design

In cross-sectional research , a researcher compares multiple segments of the population at the same time

Sometimes, we want to see how people change over time, as in studies of human development and lifespan. Longitudinal research is a research design in which data-gathering is administered repeatedly over an extended period of time.

In cohort studies , the participants must share a common factor or characteristic such as age, demographic, or occupation. A cohort study is a type of longitudinal study in which researchers monitor and observe a chosen population over an extended period.

Triangulation means using more than one research method to improve the study’s validity.

Reliability

Reliability is a measure of consistency, if a particular measurement is repeated and the same result is obtained then it is described as being reliable.

• Test-retest reliability :  assessing the same person on two different occasions which shows the extent to which the test produces the same answers.
• Inter-observer reliability : the extent to which there is an agreement between two or more observers.

Meta-Analysis

A meta-analysis is a systematic review that involves identifying an aim and then searching for research studies that have addressed similar aims/hypotheses.

This is done by looking through various databases, and then decisions are made about what studies are to be included/excluded.

Strengths: Increases the conclusions’ validity as they’re based on a wider range.

Weaknesses: Research designs in studies can vary, so they are not truly comparable.

Peer Review

A researcher submits an article to a journal. The choice of the journal may be determined by the journal’s audience or prestige.

The journal selects two or more appropriate experts (psychologists working in a similar field) to peer review the article without payment. The peer reviewers assess: the methods and designs used, originality of the findings, the validity of the original research findings and its content, structure and language.

Feedback from the reviewer determines whether the article is accepted. The article may be: Accepted as it is, accepted with revisions, sent back to the author to revise and re-submit or rejected without the possibility of submission.

The editor makes the final decision whether to accept or reject the research report based on the reviewers comments/ recommendations.

Peer review is important because it prevent faulty data from entering the public domain, it provides a way of checking the validity of findings and the quality of the methodology and is used to assess the research rating of university departments.

Peer reviews may be an ideal, whereas in practice there are lots of problems. For example, it slows publication down and may prevent unusual, new work being published. Some reviewers might use it as an opportunity to prevent competing researchers from publishing work.

Some people doubt whether peer review can really prevent the publication of fraudulent research.

The advent of the internet means that a lot of research and academic comment is being published without official peer reviews than before, though systems are evolving on the internet where everyone really has a chance to offer their opinions and police the quality of research.

Types of Data

• Quantitative data is numerical data e.g. reaction time or number of mistakes. It represents how much or how long, how many there are of something. A tally of behavioral categories and closed questions in a questionnaire collect quantitative data.
• Qualitative data is virtually any type of information that can be observed and recorded that is not numerical in nature and can be in the form of written or verbal communication. Open questions in questionnaires and accounts from observational studies collect qualitative data.
• Primary data is first-hand data collected for the purpose of the investigation.
• Secondary data is information that has been collected by someone other than the person who is conducting the research e.g. taken from journals, books or articles.

Validity means how well a piece of research actually measures what it sets out to, or how well it reflects the reality it claims to represent.

Validity is whether the observed effect is genuine and represents what is actually out there in the world.

• Concurrent validity is the extent to which a psychological measure relates to an existing similar measure and obtains close results. For example, a new intelligence test compared to an established test.
• Face validity : does the test measure what it’s supposed to measure ‘on the face of it’. This is done by ‘eyeballing’ the measuring or by passing it to an expert to check.
• Ecological validit y is the extent to which findings from a research study can be generalized to other settings / real life.
• Temporal validity is the extent to which findings from a research study can be generalized to other historical times.

Features of Science

• Paradigm – A set of shared assumptions and agreed methods within a scientific discipline.
• Paradigm shift – The result of the scientific revolution: a significant change in the dominant unifying theory within a scientific discipline.
• Objectivity – When all sources of personal bias are minimised so not to distort or influence the research process.
• Empirical method – Scientific approaches that are based on the gathering of evidence through direct observation and experience.
• Replicability – The extent to which scientific procedures and findings can be repeated by other researchers.
• Falsifiability – The principle that a theory cannot be considered scientific unless it admits the possibility of being proved untrue.

Statistical Testing

A significant result is one where there is a low probability that chance factors were responsible for any observed difference, correlation, or association in the variables tested.

If our test is significant, we can reject our null hypothesis and accept our alternative hypothesis.

If our test is not significant, we can accept our null hypothesis and reject our alternative hypothesis. A null hypothesis is a statement of no effect.

In Psychology, we use p < 0.05 (as it strikes a balance between making a type I and II error) but p < 0.01 is used in tests that could cause harm like introducing a new drug.

A type I error is when the null hypothesis is rejected when it should have been accepted (happens when a lenient significance level is used, an error of optimism).

A type II error is when the null hypothesis is accepted when it should have been rejected (happens when a stringent significance level is used, an error of pessimism).

Ethical Issues

• Informed consent is when participants are able to make an informed judgment about whether to take part. It causes them to guess the aims of the study and change their behavior.
• To deal with it, we can gain presumptive consent or ask them to formally indicate their agreement to participate but it may invalidate the purpose of the study and it is not guaranteed that the participants would understand.
• Deception should only be used when it is approved by an ethics committee, as it involves deliberately misleading or withholding information. Participants should be fully debriefed after the study but debriefing can’t turn the clock back.
• All participants should be informed at the beginning that they have the right to withdraw if they ever feel distressed or uncomfortable.
• It causes bias as the ones that stayed are obedient and some may not withdraw as they may have been given incentives or feel like they’re spoiling the study. Researchers can offer the right to withdraw data after participation.
• Participants should all have protection from harm . The researcher should avoid risks greater than those experienced in everyday life and they should stop the study if any harm is suspected. However, the harm may not be apparent at the time of the study.
• Confidentiality concerns the communication of personal information. The researchers should not record any names but use numbers or false names though it may not be possible as it is sometimes possible to work out who the researchers were.

Research Methodologies

• What are research designs?

What are research methodologies?

Quantitative research methodologies, qualitative research methodologies, mixed method methodologies, selecting a methodology.

• What are research methods?
• Additional Sources

According to Dawson (2019),a research methodology is the primary principle that will guide your research.  It becomes the general approach in conducting research on your topic and determines what research method you will use. A research methodology is different from a research method because research methods are the tools you use to gather your data (Dawson, 2019).  You must consider several issues when it comes to selecting the most appropriate methodology for your topic.  Issues might include research limitations and ethical dilemmas that might impact the quality of your research.  Descriptions of each type of methodology are included below.

Quantitative research methodologies are meant to create numeric statistics by using survey research to gather data (Dawson, 2019).  This approach tends to reach a larger amount of people in a shorter amount of time.  According to Labaree (2020), there are three parts that make up a quantitative research methodology:

• Sample population
• How you will collect your data (this is the research method)
• How you will analyze your data

Once you decide on a methodology, you can consider the method to which you will apply your methodology.

Qualitative research methodologies examine the behaviors, opinions, and experiences of individuals through methods of examination (Dawson, 2019).  This type of approach typically requires less participants, but more time with each participant.  It gives research subjects the opportunity to provide their own opinion on a certain topic.

Examples of Qualitative Research Methodologies

• Action research:  This is when the researcher works with a group of people to improve something in a certain environment.  It is a common approach for research in organizational management, community development, education, and agriculture (Dawson, 2019).
• Ethnography:  The process of organizing and describing cultural behaviors (Dawson, 2019).  Researchers may immerse themselves into another culture to receive in "inside look" into the group they are studying.  It is often a time consuming process because the researcher will do this for a long period of time.  This can also be called "participant observation" (Dawson, 2019).
• Feminist research:  The goal of this methodology is to study topics that have been dominated by male test subjects.  It aims to study females and compare the results to previous studies that used male participants (Dawson, 2019).
• Grounded theory:  The process of developing a theory to describe a phenomenon strictly through the data results collected in a study.  It is different from other research methodologies where the researcher attempts to prove a hypothesis that they create before collecting data.  Popular research methods for this approach include focus groups and interviews (Dawson, 2019).

A mixed methodology allows you to implement the strengths of both qualitative and quantitative research methods.  In some cases, you may find that your research project would benefit from this.  This approach is beneficial because it allows each methodology to counteract the weaknesses of the other (Dawson, 2019).  You should consider this option carefully, as it can make your research complicated if not planned correctly.

What should you do to decide on a research methodology?  The most logical way to determine your methodology is to decide whether you plan on conducting qualitative or qualitative research.  You also have the option to implement a mixed methods approach.  Looking back on Dawson's (2019) five "W's" on the previous page , may help you with this process.  You should also look for key words that indicate a specific type of research methodology in your hypothesis or proposal.  Some words may lean more towards one methodology over another.

Quantitative Research Key Words

• How satisfied

Qualitative Research Key Words

• Experiences
• Thoughts/Think
• Relationship
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• Last Updated: Aug 2, 2022 2:36 PM
• URL: https://library.tiffin.edu/researchmethodologies

• > General Analytics

Different Types of Research Methods

• Mallika Rangaiah
• Dec 22, 2021
• Updated on: Nov 21, 2023

Unlike what a layman generally presumes, Research is not just about determining a hypothesis and unraveling a conclusion for that hypothesis. Every research approach that we take up falls under the category of a type of methodology and every methodology is exclusive and intricate in its depth. 

So what are these research methodologies and how do the researchers make use of them? This is what we are going to explore through this blog. Before we attempt to understand these methods, let us understand what research methodology actually means. 

What are Research Methods ?

Firstly, let's understand why we undertake research? What exactly is the point of it? 

Research is mainly done to gain knowledge to support a survey or quest regarding a particular conception or theory and to reach a resolute conclusion regarding the same.  Research is generally an approach for gaining knowledge which is required to interpret, write, delve further and to distribute data. 

For ensuring that a fulfilling experience is delivered, it is essential that the Research is premium in its quality and that’s where Research Methods come to the rescue. 

(Recommended blog - Research Market Analysis )

Types of Research Methods

An area is selected, a specific hypothesis is determined and a defined conclusion is required to be achieved. But how is this conclusion reached? What is the approach that can be taken up? As per CR Kothari’s book “Research Methodology Methods and Techniques” (The Second Revised Edition),  the basic types of Research Methods are the following : 

Descriptive Research

Descriptive Research is a form of research that incorporates surveys as well as different varieties of fact-finding investigations. This form of research is focused on describing the prevailing state of affairs as they are. Descriptive Research is also termed as Ex post facto research. 

This research form emphasises on factual reporting, the researcher cannot control the involved variables and can only report the details as they took place or as they are taking place. 

Researchers mainly make use of a descriptive research approach for purposes such as when the research is aimed at deciphering characteristics, frequencies or trends. 

Ex post facto studies also include attempts by researchers to discover causes even when they cannot control the variables. The descriptive research methods are mainly, observations, surveys as well as case studies. 

(Speaking of variables, have you ever wondered - What are confounding variables? )

Analytical Research

Analytical Research is a form of research where the researcher has to make do with the data and factual information available at their behest and interpret this information to undertake an acute evaluation of the data. 

This form of research is often undertaken by researchers to uncover some evidence that supports their present research and which makes it more authentic. It is also undertaken for concocting fresh ideas relating to the topic on which the research is based. 

From conducting meta analysis, literary research or scientific trials and learning public opinion, there are many methods through which this research is done. 

Applied Research

When a business or say, the society is faced with an issue that needs an immediate solution or resolution, Applied Research is the research type that comes to the rescue. 

We primarily make use of Applied Research when it comes to resolving the issues plaguing our daily lives, impacting our work, health or welfare. This research type is undertaken to uncover solutions for issues relating to varying sectors like education, engineering, psychology or business. 

For instance, a company might employ an applied researcher for concluding the best possible approach of selecting employees that would be the best fit for specific positions in the company. 

The crux of Applied Research is to figure out the solution to a certain growing practical issue. 

The 3 Types of Applied Research are mainly 

Evaluation Research - Research where prevailing data regarding the topic is interpreted to arrive at proper decisions

Research and Development - Where the focus is on setting up fresh products or services which focus on the target market requirements

Action Research - Which aims at offering practical solutions for certain business issues by giving them proper direction, are the 3 types of Applied Research. 

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Fundamental Research

This is a Research type that is primarily concerned with formulating a theory or understanding a particular natural phenomenon. Fundamental Research aims to discover information with an extensive application base, supplementing the existing concepts in a certain field or industry. 

Research on pure mathematics or research regarding generalisation of the behavior of humans are also examples of Fundamental Research. This form of research is mainly carried out in sectors like Education, Psychology and Science. 

For instance, in Psychology fundamental research assists the individual or the company in gaining better insights regarding certain behaviors such as deciphering how consumption of caffeine can possibly impact the attention span of a student or how culture stereotypes can possibly trigger depression. 

Quantitative Research

Quantitative Research, as the name suggests, is based on the measurement of a particular amount or quantity of a particular phenomenon. It focuses on gathering and interpreting numerical data and can be adopted for discovering any averages or patterns or for making predictions.

This form of Research is number based and it lies under the two main Research Types. It makes use of tables, data and graphs to reach a conclusion. The outcomes generated from this research are measurable and can be repeated unlike the outcomes of qualitative research. This research type is mainly adopted for scientific and field based research.

Quantitative research generally involves a large number of people and a huge section of data and has a lot of scope for accuracy in it. 

These research methods can be adopted for approaches like descriptive, correlational or experimental research.

Descriptive research - The study variables are analyzed and a summary of the same is seeked.

Correlational Research - The relationship between the study variables is analyzed. 

Experimental Research - It is deciphered to analyse whether a cause and effect relationship between the variables exists. 

Quantitative research methods

• Experiment Research - This method controls or manages independent variables for calculating the effect it has on dependent variables. 
• Survey - Surveys involve inquiring questions from a certain specified number or set of people either online, face to face or over the phone. 
• (Systematic) observation - This method involves detecting any occurrence and monitoring it in a natural setting. 
• Secondary research : This research focuses on making use of data which has been previously collected for other purposes such as for say, a national survey. 

(Related blog - Hypothesis Testing )

Qualitative Research

As the name suggests, this form of Research is more considered with the quality of a certain phenomenon, it dives into the “why” alongside the “what”. For instance, let’s consider a gender neutral clothing store which has more women visiting it than men. 

Qualitative research would be determining why men are not visiting the store by carrying out an in-depth interview of some potential customers in this category.

This form of research is interested in getting to the bottom of the reasons for human behaviour, i.e understanding why certain actions are taken by people or why they think certain thoughts. 

Through this research the factors influencing people into behaving in a certain way or which control their preferences towards a certain thing can be interpreted.

An example of Qualitative Research would be Motivation Research . This research focuses on deciphering the rooted motives or desires through intricate methods like in depth interviews. It involves several tests like story completion or word association. 

Another example would be Opinion Research . This type of research is carried out to discover the opinion and perspective of people regarding a certain subject or phenomenon.

This is a theory based form of research and it works by describing an issue by taking into account the prior concepts, ideas and studies. The experience of the researcher plays an integral role here.

The Types of Qualitative Research includes the following methods :

Qualitative research methods

• Observations: In this method what the researcher sees, hears of or encounters is recorded in detail.
• Interviews: Personally asking people questions in one-on-one conversations.
• Focus groups: This involves asking questions and discussions among a group of people to generate conclusions from the same. 
• Surveys: In these surveys unlike the quantitative research surveys, the questionnaires involve extensive open ended questions that require elaborate answers. 
• Secondary research: Gathering the existing data such as images, texts or audio or video recordings. This can involve a text analysis, a research of a case study, or an In-depth interview.

Conceptual Research

This research is related to an abstract idea or a theory. It is adopted by thinkers and philosophers with the aim of developing a new concept or to re-examine the existing concepts. 

Conceptual Research is mainly defined as a methodology in which the research is conducted by observing and interpreting the already present information on a present topic. It does not include carrying out any practical experiments. 

This methodology has often been adopted by famous Philosophers like Aristotle, Copernicus, Einstein and Newton for developing fresh theories and insights regarding the working of the world and for examining the existing ones from a different perspective. 

The concepts were set up by philosophers to observe their environment and to sort, study, and summarise the information available. 

Empirical Research

This is a research method that focuses solely on aspects like observation and experience, without focusing on the theory or system. It is based on data and it can churn conclusions that can be confirmed or verified through observation and experiment. Empirical Research is mainly undertaken to determine proof that certain variables are affecting the others in a particular way.   

This kind of research can also be termed as Experimental Research. In this research it is essential that all the facts are received firsthand, directly from the source so that the researcher can actively go and carry out the actions and manipulate the concerned materials to gain the information he requires.

In this research a hypothesis is generated and then a path is undertaken to confirm or invalidate this hypothesis. The control that the researcher holds over the involved variables defines this research. The researcher can manipulate one of these variables to examine its effect.

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Other Types of Research

All research types apart from the ones stated above are mainly variations of them, either in terms of research purpose or in the terms of the time that is required for accomplishing the research, or say, the research environment. 

If we take the perspective of time, research can be considered as either One-time research or Longitudinal Research. 

One time Research : The research is restricted to a single time period. 

Longitudinal Research : The research is executed over multiple time periods. 

A research can also be set in a field or a laboratory or be a simulation, it depends on the environment that the research is based on. 

We’ve also got Historical Research which makes use of historical sources such as documents and remains for examining past events and ideas. This also includes the philosophy of an individual and groups at a particular time. 

Research may be clinical or diagnostic . These kinds of research generally carry out case study or in-depth interview approaches to determine basic causal relationships. 

Research can also be Exploratory or Formalized. 

Exploratory Research: This is a research that is more focused on establishing hypotheses than on deriving the result. This form of Research focuses on understanding the prevailing issue but it doesn’t really offer defining results. 

Formalized research: This is a research that has a solid structure and which also has specific hypotheses for testing. 

We can also classify Research as conclusion-oriented and decision-oriented. 

Conclusion Oriented Research: In this form of research, the researcher can select an issue, revamp the enquiry as he continues and visualize it as per his requirements. 

Decision-oriented research: This research depends on the requirement of the decision maker and offers less freedom to the research to conduct it as he pleases. 

The common and well known research methods have been listed in this blog. Hopefully this blog will give the readers and present and future researchers proper knowledge regarding important methods they can adopt to conduct their Research.

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Introduction to Research Methods in Psychology

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

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

There are several different research methods in psychology , each of which can help researchers learn more about the way people think, feel, and behave. If you're a psychology student or just want to know the types of research in psychology, here are the main ones as well as how they work.

Three Main Types of Research in Psychology

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Psychology research can usually be classified as one of three major types.

1. Causal or Experimental Research

When most people think of scientific experimentation, research on cause and effect is most often brought to mind. Experiments on causal relationships investigate the effect of one or more variables on one or more outcome variables. This type of research also determines if one variable causes another variable to occur or change.

An example of this type of research in psychology would be changing the length of a specific mental health treatment and measuring the effect on study participants.

2. Descriptive Research

Descriptive research seeks to depict what already exists in a group or population. Three types of psychology research utilizing this method are:

• Case studies
• Observational studies

An example of this psychology research method would be an opinion poll to determine which presidential candidate people plan to vote for in the next election. Descriptive studies don't try to measure the effect of a variable; they seek only to describe it.

3. Relational or Correlational Research

A study that investigates the connection between two or more variables is considered relational research. The variables compared are generally already present in the group or population.

For example, a study that looks at the proportion of males and females that would purchase either a classical CD or a jazz CD would be studying the relationship between gender and music preference.

Theory vs. Hypothesis in Psychology Research

People often confuse the terms theory and hypothesis or are not quite sure of the distinctions between the two concepts. If you're a psychology student, it's essential to understand what each term means, how they differ, and how they're used in psychology research.

A theory is a well-established principle that has been developed to explain some aspect of the natural world. A theory arises from repeated observation and testing and incorporates facts, laws, predictions, and tested hypotheses that are widely accepted.

A hypothesis is a specific, testable prediction about what you expect to happen in your study. For example, an experiment designed to look at the relationship between study habits and test anxiety might have a hypothesis that states, "We predict that students with better study habits will suffer less test anxiety." Unless your study is exploratory in nature, your hypothesis should always explain what you expect to happen during the course of your experiment or research.

While the terms are sometimes used interchangeably in everyday use, the difference between a theory and a hypothesis is important when studying experimental design.

Some other important distinctions to note include:

• A theory predicts events in general terms, while a hypothesis makes a specific prediction about a specified set of circumstances.
• A theory has been extensively tested and is generally accepted, while a hypothesis is a speculative guess that has yet to be tested.

The Effect of Time on Research Methods in Psychology

There are two types of time dimensions that can be used in designing a research study:

• Cross-sectional research takes place at a single point in time. All tests, measures, or variables are administered to participants on one occasion. This type of research seeks to gather data on present conditions instead of looking at the effects of a variable over a period of time.
• Longitudinal research is a study that takes place over a period of time. Data is first collected at the beginning of the study, and may then be gathered repeatedly throughout the length of the study. Some longitudinal studies may occur over a short period of time, such as a few days, while others may take place over a period of months, years, or even decades.

The effects of aging are often investigated using longitudinal research.

Causal Relationships Between Psychology Research Variables

What do we mean when we talk about a “relationship” between variables? In psychological research, we're referring to a connection between two or more factors that we can measure or systematically vary.

One of the most important distinctions to make when discussing the relationship between variables is the meaning of causation.

A causal relationship is when one variable causes a change in another variable. These types of relationships are investigated by experimental research to determine if changes in one variable actually result in changes in another variable.

Correlational Relationships Between Psychology Research Variables

A correlation is the measurement of the relationship between two variables. These variables already occur in the group or population and are not controlled by the experimenter.

• A positive correlation is a direct relationship where, as the amount of one variable increases, the amount of a second variable also increases.
• In a negative correlation , as the amount of one variable goes up, the levels of another variable go down.

In both types of correlation, there is no evidence or proof that changes in one variable cause changes in the other variable. A correlation simply indicates that there is a relationship between the two variables.

The most important concept is that correlation does not equal causation. Many popular media sources make the mistake of assuming that simply because two variables are related, a causal relationship exists.

Psychologists use descriptive, correlational, and experimental research designs to understand behavior . In:  Introduction to Psychology . Minneapolis, MN: University of Minnesota Libraries Publishing; 2010.

Caruana EJ, Roman M, Herandez-Sanchez J, Solli P. Longitudinal studies . Journal of Thoracic Disease. 2015;7(11):E537-E540. doi:10.3978/j.issn.2072-1439.2015.10.63

University of Berkeley. Science at multiple levels . Understanding Science 101 . Published 2012.

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

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Home Market Research

What is Research: Definition, Methods, Types & Examples

The search for knowledge is closely linked to the object of study; that is, to the reconstruction of the facts that will provide an explanation to an observed event and that at first sight can be considered as a problem. It is very human to seek answers and satisfy our curiosity. Let’s talk about research.

Content Index

What is Research?

What are the characteristics of research.

• Comparative analysis chart

Qualitative methods

Quantitative methods, 8 tips for conducting accurate research.

Research is the careful consideration of study regarding a particular concern or research problem using scientific methods. According to the American sociologist Earl Robert Babbie, “research is a systematic inquiry to describe, explain, predict, and control the observed phenomenon. It involves inductive and deductive methods.”

Inductive methods analyze an observed event, while deductive methods verify the observed event. Inductive approaches are associated with qualitative research , and deductive methods are more commonly associated with quantitative analysis .

Research is conducted with a purpose to:

• Identify potential and new customers
• Understand existing customers
• Set pragmatic goals
• Develop productive market strategies
• Address business challenges
• Put together a business expansion plan
• Identify new business opportunities
• Good research follows a systematic approach to capture accurate data. Researchers need to practice ethics and a code of conduct while making observations or drawing conclusions.
• The analysis is based on logical reasoning and involves both inductive and deductive methods.
• Real-time data and knowledge is derived from actual observations in natural settings.
• There is an in-depth analysis of all data collected so that there are no anomalies associated with it.
• It creates a path for generating new questions. Existing data helps create more research opportunities.
• It is analytical and uses all the available data so that there is no ambiguity in inference.
• Accuracy is one of the most critical aspects of research. The information must be accurate and correct. For example, laboratories provide a controlled environment to collect data. Accuracy is measured in the instruments used, the calibrations of instruments or tools, and the experiment’s final result.

What is the purpose of research?

There are three main purposes:

• Exploratory: As the name suggests, researchers conduct exploratory studies to explore a group of questions. The answers and analytics may not offer a conclusion to the perceived problem. It is undertaken to handle new problem areas that haven’t been explored before. This exploratory data analysis process lays the foundation for more conclusive data collection and analysis.

LEARN ABOUT: Descriptive Analysis

• Descriptive: It focuses on expanding knowledge on current issues through a process of data collection. Descriptive research describe the behavior of a sample population. Only one variable is required to conduct the study. The three primary purposes of descriptive studies are describing, explaining, and validating the findings. For example, a study conducted to know if top-level management leaders in the 21st century possess the moral right to receive a considerable sum of money from the company profit.

LEARN ABOUT: Best Data Collection Tools

• Explanatory: Causal research or explanatory research is conducted to understand the impact of specific changes in existing standard procedures. Running experiments is the most popular form. For example, a study that is conducted to understand the effect of rebranding on customer loyalty.

Here is a comparative analysis chart for a better understanding:

It begins by asking the right questions and choosing an appropriate method to investigate the problem. After collecting answers to your questions, you can analyze the findings or observations to draw reasonable conclusions.

When it comes to customers and market studies, the more thorough your questions, the better the analysis. You get essential insights into brand perception and product needs by thoroughly collecting customer data through surveys and questionnaires . You can use this data to make smart decisions about your marketing strategies to position your business effectively.

To make sense of your study and get insights faster, it helps to use a research repository as a single source of truth in your organization and manage your research data in one centralized data repository .

Types of research methods and Examples

Research methods are broadly classified as Qualitative and Quantitative .

Both methods have distinctive properties and data collection methods .

Qualitative research is a method that collects data using conversational methods, usually open-ended questions . The responses collected are essentially non-numerical. This method helps a researcher understand what participants think and why they think in a particular way.

Types of qualitative methods include:

• One-to-one Interview
• Focus Groups
• Ethnographic studies
• Text Analysis

Quantitative methods deal with numbers and measurable forms . It uses a systematic way of investigating events or data. It answers questions to justify relationships with measurable variables to either explain, predict, or control a phenomenon.

Types of quantitative methods include:

• Survey research
• Descriptive research
• Correlational research

LEARN MORE: Descriptive Research vs Correlational Research

Remember, it is only valuable and useful when it is valid, accurate, and reliable. Incorrect results can lead to customer churn and a decrease in sales.

It is essential to ensure that your data is:

• Valid – founded, logical, rigorous, and impartial.
• Accurate – free of errors and including required details.
• Reliable – other people who investigate in the same way can produce similar results.
• Timely – current and collected within an appropriate time frame.
• Complete – includes all the data you need to support your business decisions.

Gather insights

• Identify the main trends and issues, opportunities, and problems you observe. Write a sentence describing each one.
• Keep track of the frequency with which each of the main findings appears.
• Make a list of your findings from the most common to the least common.
• Evaluate a list of the strengths, weaknesses, opportunities, and threats identified in a SWOT analysis .
• Prepare conclusions and recommendations about your study.
• Act on your strategies
• Look for gaps in the information, and consider doing additional inquiry if necessary
• Plan to review the results and consider efficient methods to analyze and interpret results.

Review your goals before making any conclusions about your study. Remember how the process you have completed and the data you have gathered help answer your questions. Ask yourself if what your analysis revealed facilitates the identification of your conclusions and recommendations.

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• → The 8 types of market research and ho...

The 8 types of market research and how to use them

There are eight types of marketing research you can try to stay ahead of the competition. Learn more about marketing research methods and how to use them.

Latest posts on Tips

Typeform    |    05.2024

Typeform    |    04.2024

“If you keep doing what you’ve always done, you’ll keep getting what you’ve always got.”

Doesn’t sound too threatening if you’ve always been successful, right?

Continuing to do what you’ve always done means you’ll fall behind—and probably fade to darkness—to where all the forgotten brands go.

Take Kodak. They were a major player in photography for decades—remember? When digital photography boomed, Kodak kept doing what they always did. Their business floundered and people forgot about them. Well, everyone apart from Pitbull.

Now, look at Fujifilm, one of Kodak’s biggest competitors. They did the opposite and looked for ways to apply their expertise in film to the technology of the new millennium instead. Their company is still going strong.

The same goes for research. If you’re doing the same old types of market research, speaking to the same old people, and doing the same old tired surveys—you’re already behind.

How do you decide what kind of market research you need to do? It all comes down to what you need to know and what your business goals are.

In this article, we’ll explain the various types of market research you can use to solve issues and challenges in your business. We’ll throw you a freebie, too, and provide some market research tips about when to use each strategy.

Let’s get you ahead of the curve.

1. Brand research

Brand research helps with creating and managing a company’s brand, or identity. A company’s brand is the images, narratives, and characteristics people associate with it.

When to use it

Brand research can be used at every stage in a business’s lifecycle, from creation to new product launches and re-branding. There are at least seven types of brand research:

Brand advocacy: How many of your customers are willing to recommend your brand?

Brand awareness : Does your target market know who you are and consider you a serious option?

Brand loyalty: Are you retaining customers?

Brand penetration: What is the proportion of your target market using your brand?

Brand perception : What do people think of as your company’s identity or differentiating qualities?

Brand positioning: What is the best way to differentiate your brand from others in the consumer’s mind and articulate it in a way that resonates?

Brand value: How much are people willing to pay for an experience with your brand over another?

How to do it

A researcher will use several types of market research methods to assess your and your competitors’ strengths and weaknesses. Generally, they will conduct competitor research, both qualitative and quantitative, to get a picture of the overall marketplace. Focus groups and interviews can be used to learn about their emotions and associations with certain brands.

Market research surveys are useful to determine features and benefits that differentiate you from competitors . These are then translated into emotionally compelling consumer language.

2. Campaign effectiveness

This type of market research is designed to evaluate whether your advertising messages are reaching the right people and delivering the desired results. Successful campaign effectiveness research can help you sell more and reduce customer acquisition costs.

It’s estimated people see up to 5,000 advertising messages each day. That means attention is a scarce resource, so campaign effectiveness research should be used when you need to spend your advertising dollars effectively.

Campaign effectiveness research depends on which stage of the campaign you use it in (ideally, it’s all of them!). Quantitative research can be conducted to provide a picture of how your target market views advertising and address weaknesses in the advertising campaign.

3. Competitive analysis

Competitive analysis allows you to assess your competitors’ strengths and weaknesses in the marketplace, providing you with fuel to drive a competitive advantage.

No business exists in a vacuum—competitive analysis is an integral part of any business and market plan. Whether you’re just getting started, moving into a new market, or doing a health check of your business, a competitive analysis will be invaluable.

A researcher will typically choose a few of your main competitors and analyze things like their marketing strategy, customer perceptions, revenue or sales volume, and so on.

Secondary sources such as articles, references, and advertising are excellent sources of competitive information; however, primary research, such as mystery shopping and focus groups, can offer valuable information on customer service and current consumer opinions.

4. Consumer insights

Consumer insights research does more than tell you about who your customers are and what they do. It reveals why customers behave in certain ways and helps you leverage that to meet your business goals.

Knowing your customers deeply is integral to creating a strategic marketing plan. This type of market research can help you anticipate consumer needs, spark innovation, personalize your marketing, solve business challenges, and more.

Consumer insights research should be specific to your business—it’s about getting to know your target audience and customers. Various market research methods can be used, such as interviews, ethnography, survey research, social monitoring, and customer journey research.

Here are some of the characteristics you should understand through consumer insights research:

Purchase habits

Interests, hobbies, passions

Personal and professional information

How they consume media and advertising

5. Customer satisfaction research

Customer satisfaction research is a type of market research that measures customers’ experiences with products or services, specifically looking at how those meet, exceed, or fail to live up to their expectations.

Customer satisfaction is a strong indicator of customer retention and overall business performance. Successful customer satisfaction research should help you understand what your customers like, dislike, and feel needs improvement. You can use this type of market research to look at the quality and design of products, speed and timeliness of delivery, staff and service reliability, knowledge, and friendliness, market price, and value for money.

There are several ways to measure customer satisfaction, most commonly using surveys. An NPS or Voice of the Customer Survey can help you measure customer loyalty. Customer Effort Scoring measures how satisfied people are with customer service or problem resolution. CSAT is any survey that measures customer satisfaction , typically measured using Likert scale surveys . They can be conducted at different points in the customer experience, allowing deeper insight into that moment.

6. Customer segmentation research

Customer segmentation studies aim to divide markets or customers into smaller groups or personas with similar characteristics to enable targeted marketing. By understanding how people in each category behave, you can understand how each influences revenue.

Customer segmentation research is best used if you’re ready to give customers individualized experiences. Not every customer in your target market is the same. The more you understand each specific persona, the easier it is to focus on delivering personalized marketing, build loyal relations, price products effectively, and forecast how new products and services will perform in each segment.

Market researchers use four characteristics to segment customers.

Demographics: demographic information such as age, gender, family status, education, household income, occupation and so on

Geography: where people live, from cities and countries to whether they are city dwellers or suburbanites

Psychographics: socioeconomic status, class, lifestyle, personality traits, generation, interests, hobbies, etc.

Behavior: brand affinity, consumption and shopping habits, spending, etc.

A researcher will identify your current customers and collect data about them through various market research methods, such as surveys, database research, website analytics, interviews, and focus groups. The aim is to gather as much information as possible.

7. Product development

Market research for product development involves using customer knowledge to inform the entire process of creating or improving a product, service, or app and bringing it to market.

Innovation is hard work. A quick Google will tell you that 80–95% of new products fail every year. Conducting market research for product and app development helps minimize the risk of a new product or change going bust as it enters the market. There are three stages where you can use market research:

Conception: The moment you’re thinking about adding something new, market research can find market opportunities and provide insights into customer challenges or their jobs-to-be-done, so you can find a way to fill the gap.

Formation: Once you have an idea, market researchers can help you turn it into a concept that can be tested. You can learn more about strategizing pricing, testing advertising and packaging, value proposition, and so on.

Introduction: Market research can help you gauge attitudes toward the product once it’s in the market and adapt your messaging as it rolls out.

Keep making the product better or find opportunities to introduce it to new markets.

Product development research will utilize different market research methods, depending on the goal of the research. A researcher could present focus groups with product concepts and listen to their opinions, conduct interviews to learn more about their pain points, or perform user testing to see how they interact with an app or website.

8. Usability testing

Usability testing is concerned with understanding how customers use your products in real time. It can involve physical products, like a new blender, or digital products like a website or app.

Usability testing is helpful when you need to detect problems or bugs in early prototypes or beta versions before launching them. It typically costs far less to test a product or service beforehand than to pull a flawed product off the shelves or lose sales because of poor functionality.

There are several types of usability tests, which vary based on whether you’re testing a physical or digital product.

Journey testing involves observing the customer experience on an app or website and monitoring how they perform. This type of study can be done online

Eye tracking studies monitor where people’s eyes are drawn. Generally, they are conducted on websites and apps, but can also be done in stores to analyze where people look while shopping

Learn ability studies quantify the learning curve over time to see which problems people encounter after repeating the same task

Click tracking follows users’ activity on websites to evaluate the linking structure of a website

Checklist testing involves giving users tasks to perform and recording or asking them to review their experience

Combining types of market research with Typeform

When it comes to market research, you need to ask yourself what business challenge or question you’re trying to address. Then, select the appropriate methods and tools, such as market research automation , to simplify your process.From there, the world of useful data and actionable insights will open to you.

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Sequential, Multiple Assignment, Randomized Trial Designs

• 1 Department of Biostatistics, School of Public Health, University of Michigan, Ann Arbor
• 2 Survey Research Center, Institute for Social Research, University of Michigan, Ann Arbor
• 3 Department of Statistics, University of Michigan, Ann Arbor
• JAMA Guide to Statistics and Methods Collider Bias Mathias J. Holmberg, MD, MPH, PhD; Lars W. Andersen, MD, MPH, PhD, DMSc JAMA
• Special Communication Reporting of Factorial Randomized Trials Brennan C. Kahan, PhD; Sophie S. Hall, PhD; Elaine M. Beller, MAppStat; Megan Birchenall, BSc; An-Wen Chan, MD, DPhil; Diana Elbourne, PhD; Paul Little, MD; John Fletcher, MPH; Robert M. Golub, MD; Beatriz Goulao, PhD; Sally Hopewell, DPhil; Nazrul Islam, PhD; Merrick Zwarenstein, MBBCh, PhD; Edmund Juszczak, MSc; Alan A. Montgomery, PhD JAMA
• Original Investigation Comparison of Teleintegrated Care and Telereferral Care for Treating Complex Psychiatric Disorders in Primary Care John C. Fortney, PhD; Amy M. Bauer, MS, MD; Joseph M. Cerimele, MPH, MD; Jeffrey M. Pyne, MD; Paul Pfeiffer, MD; Patrick J. Heagerty, PhD; Matt Hawrilenko, PhD; Melissa J. Zielinski, PhD; Debra Kaysen, PhD; Deborah J. Bowen, PhD; Danna L. Moore, PhD; Lori Ferro, MHA; Karla Metzger, MSW; Stephanie Shushan, MHA; Erin Hafer, MPH; John Paul Nolan, AAS; Gregory W. Dalack, MD; Jürgen Unützer, MPH, MD JAMA Psychiatry

An adaptive intervention is a set of diagnostic, preventive, therapeutic, or engagement strategies that are used in stages, and the selection of the intervention at each stage is based on defined decision rules. At the beginning of each stage in care, treatment may be changed by the clinician to suit the needs of the patient. Typical adaptations include intensifying an ongoing treatment or adding or switching to another treatment. These decisions are made in response to changes in the patient’s status, such as a patient’s early response to, or engagement with, a prior treatment. The patient experiences an adaptive intervention as a sequence of personalized treatments.

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Kidwell KM , Almirall D. Sequential, Multiple Assignment, Randomized Trial Designs. JAMA. 2023;329(4):336–337. doi:10.1001/jama.2022.24324

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Types of Data Visualization and Their Uses

In today’s data-first business environment, the ability to convey complex information in an understandable and visually appealing manner is paramount. Different types of data visualization help transform analyzed data into comprehensible visuals for all types of audiences, from novices to experts. In fact, research has shown that the human brain can process images in as little as […]

In today’s data-first business environment, the ability to convey complex information in an understandable and  visually appealing  manner is paramount. Different types of data visualization help transform analyzed data into comprehensible visuals for all types of audiences, from novices to experts. In fact, research has shown that the human brain can process images in as little as 13 milliseconds.

In essence, data visualization is indispensable for distilling complex information into digestible formats that support both  quick comprehension  and informed decision-making. Its role in analysis and reporting underscores its value as a critical tool in any data-centric activity. 

Types of Data Visualization: Charts, Graphs, Infographics, and Dashboards

The diverse landscape of data visualization begins with simple charts and graphs but moves beyond infographics and animated dashboards.  Charts , in their various forms – be it bar charts for comparing quantities across categories or line charts depicting trends over time – serve as efficient tools for data representation. Graphs extend this utility further: Scatter plots reveal correlations between variables, while pie graphs offer a visual slice of proportional relationships within a dataset. 

Venturing beyond these traditional forms,  infographics  emerge as powerful storytelling tools, combining graphical elements with narrative to enlighten audiences on complex subjects. Unlike standard charts or graphs that focus on numerical data representation, infographics can incorporate timelines, flowcharts, and comparative images to weave a more comprehensive story around the data. 

A dashboard, when  effectively designed , serves as an instrument for synthesizing complex data into accessible and actionable insights. Dashboards very often encapsulate a wide array of information, from real-time data streams to historical trends, and present it through an amalgamation of charts, graphs, and indicators. 

A dashboard’s efficacy lies in its ability to tailor the visual narrative to the specific needs and objectives of its audience. By  selectively  filtering and highlighting critical data points, dashboards facilitate a focused analysis that aligns with organizational goals or individual projects. 

The best type of data visualization to use depends on the data at hand and the purpose of its presentation. Whether aiming to highlight trends, compare values, or elucidate complex relationships, selecting the appropriate visual form is crucial for effectively communicating insights buried within datasets. Through thoughtful design and strategic selection among these varied types of visualizations, one can illuminate patterns and narratives hidden within numbers – transforming raw data into meaningful knowledge.   

Other Types of Data Visualization: Maps and Geospatial Visualization  

Utilizing maps and geospatial visualization serves as a powerful method for uncovering and displaying insightful patterns hidden within complex datasets. At the intersection of geography and data analysis, this technique transforms numerical and categorical data into visual formats that are easily interpretable, such as heat maps, choropleths, or symbolic representations on geographical layouts. This approach enables viewers  to quickly grasp spatial relationships, distributions, trends, and anomalies that might be overlooked in traditional tabular data presentations. 

For instance, in public health,  geospatial visualizations  can highlight regions with high incidences of certain diseases, guiding targeted interventions. In environmental studies, they can illustrate changes in land use or the impact of climate change across different areas over time. By embedding data within its geographical context, these visualizations foster a deeper understanding of how location influences the phenomena being studied. 

Furthermore, the advent of interactive web-based mapping tools has enhanced the accessibility and utility of geospatial visualizations. Users can now engage with the data more directly – zooming in on areas of interest, filtering layers to refine their focus, or even contributing their own data points – making these visualizations an indispensable tool for researchers and decision-makers alike who are looking to extract meaningful patterns from spatially oriented datasets. 

Additionally,  scatter plots  excel in revealing correlations between two variables. By plotting data points on a two-dimensional graph, they allow analysts to discern potential relationships or trends that might not be evident from raw data alone. This makes scatter plots a staple in statistical analysis and scientific research where establishing cause-and-effect relationships is crucial. 

Bubble charts take the concept of scatter plots further by introducing a third dimension – typically represented by the size of the bubbles – thereby enabling an even more layered understanding of data relationships. Whether it’s comparing economic indicators across countries or visualizing population demographics, bubble charts provide a dynamic means to encapsulate complex interrelations within datasets, making them an indispensable tool for advanced data visualization. 

Innovative Data Visualization Techniques: Word Clouds and Network Diagrams 

Some innovative techniques have emerged in the realm of data visualization that not only simplify complex datasets but also enhance engagement and understanding. Among these, word clouds and network diagrams stand out for their  unique approaches  to presenting information. 

Word clouds represent textual data with size variations to emphasize the frequency or importance of words within a dataset. This technique transforms qualitative data into a visually appealing format, making it easier to identify dominant themes or sentiments in large text segments.

Network diagrams introduce an entirely different dimension by illustrating relationships between entities. Through nodes and connecting lines, they depict how individual components interact within a system – be it social networks, organizational structures, or technological infrastructures. This visualization method excels in uncovering patterns of connectivity and influence that might remain hidden in traditional charts or tables. 

Purpose and Uses of Each Type of Data Visualization 

The various types of data visualization – from bar graphs and line charts to heat maps and scatter plots – cater to different analytical needs and objectives. Each type is meticulously designed to highlight specific aspects of the data, making it imperative to understand their unique applications and strengths. This foundational knowledge empowers users to select the most effective visualization technique for their specific dataset and analysis goals.

Line Charts: Tracking Changes Over Time  Line charts are quintessential in the realm of data visualization for their simplicity and effectiveness in showcasing trends and changes over time. By connecting individual data points with straight lines, they offer a clear depiction of how values rise and fall across a chronological axis. This makes line charts particularly useful for tracking the evolution of quantities – be it the fluctuating stock prices in financial markets, the ebb and flow of temperatures across seasons, or the gradual growth of a company’s revenue over successive quarters. The visual narrative that line charts provide helps analysts, researchers, and casual observers alike to discern patterns within the data, such as cycles or anomalies.    

Bar Charts and Histograms: Comparing Categories and   Distributions  Bar charts  are highly suitable for representing comparative data. By plotting each category of comparison with a bar whose height or length reflects its value, bar charts make it easy to visualize relative values at a glance.

Histograms  show the distribution of groups of data in a dataset. This is particularly useful for understanding the shape of data distributions – whether they are skewed, normal, or have any outliers. Histograms provide insight into the underlying structure of data, revealing patterns that might not be apparent.  

Pie Charts: Visualizing Proportional Data   Pie charts  serve as a compelling visualization tool for representing proportional data, offering a clear snapshot of how different parts contribute to a whole. By dividing a circle into slices whose sizes are proportional to their quantity, pie charts provide an immediate visual comparison among various categories. This makes them especially useful in illustrating market shares, budget allocations, or the distribution of population segments.

The simplicity of pie charts allows for quick interpretation, making it easier for viewers to grasp complex data at a glance. However, when dealing with numerous categories or when precise comparisons are necessary, the effectiveness of pie charts may diminish. Despite this limitation, their ability to succinctly convey the relative significance of parts within a whole ensures their enduring popularity in data visualization across diverse fields. 

Scatter Plots: Identifying Relationship and Correlations Between Variables Scatter plots  are primarily used for spotting relationships and correlations between variables. These plots show data points related to one variable on one axis and a different variable on another axis. This visual arrangement allows viewers to determine patterns or trends that might indicate a correlation or relationship between the variables in question. 

For instance, if an increase in one variable consistently causes an increase (or decrease) in the other, this suggests a potential correlation. Scatter plots are particularly valuable for preliminary analyses where researchers seek to identify variables that warrant further investigation. Their straightforward yet powerful nature makes them indispensable for exploring complex datasets, providing clear insights into the dynamics between different factors at play. 

Heat Maps: Representing Complex Data Matrices through Color Gradients Heat maps  serve as a powerful tool in representing complex data matrices, using color gradients to convey information that might otherwise be challenging to digest. At their core, heat maps transform numerical values into a visual spectrum of colors, enabling viewers to quickly grasp patterns, outliers, and trends within the data. This method becomes more effective when the complex relationships between multiple variables need to be reviewed.  

For instance, in fields like genomics or meteorology, heat maps can illustrate gene expression levels or temperature fluctuations across different regions and times. By assigning warmer colors to higher values and cooler colors to lower ones, heat maps facilitate an intuitive understanding of data distribution and concentration areas, making them indispensable for exploratory data analysis and decision-making processes.

Dashboards and Infographics: Integrating Multiple Data Visualizations  Dashboards and infographics represent a synergistic approach in data visualization, blending various graphical elements to offer a holistic view of complex datasets.  Dashboards,  with their capacity to integrate multiple data visualizations such as charts, graphs, and maps onto a single interface, are instrumental in monitoring real-time data and tracking performance metrics across different parameters. They serve as an essential tool for decision-makers who require a comprehensive overview to identify trends and anomalies swiftly. 

Infographics, on the other hand, transform intricate data sets into engaging, easily digestible visual stories. By illustrating strong narratives with striking visuals and solid statistics, infographics make complex information easily digestible to any type of audience. 

Together, dashboards and infographics convey multifaceted data insights in an integrated manner – facilitating informed decisions through comprehensive yet clear snapshots of data landscapes.     

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Meditation: a simple, fast way to reduce stress.

Meditation can wipe away the day's stress, bringing with it inner peace. See how you can easily learn to practice meditation whenever you need it most.

If stress has you anxious, tense and worried, you might try meditation. Spending even a few minutes in meditation can help restore your calm and inner peace.

Anyone can practice meditation. It's simple and doesn't cost much. And you don't need any special equipment.

You can practice meditation wherever you are. You can meditate when you're out for a walk, riding the bus, waiting at the doctor's office or even in the middle of a business meeting.

Understanding meditation

Meditation has been around for thousands of years. Early meditation was meant to help deepen understanding of the sacred and mystical forces of life. These days, meditation is most often used to relax and lower stress.

Meditation is a type of mind-body complementary medicine. Meditation can help you relax deeply and calm your mind.

During meditation, you focus on one thing. You get rid of the stream of thoughts that may be crowding your mind and causing stress. This process can lead to better physical and emotional well-being.

Benefits of meditation

Meditation can give you a sense of calm, peace and balance that can benefit your emotional well-being and your overall health. You also can use it to relax and cope with stress by focusing on something that calms you. Meditation can help you learn to stay centered and keep inner peace.

These benefits don't end when your meditation session ends. Meditation can help take you more calmly through your day. And meditation may help you manage symptoms of some medical conditions.

Meditation and emotional and physical well-being

When you meditate, you may clear away the information overload that builds up every day and contributes to your stress.

The emotional and physical benefits of meditation can include:

• Giving you a new way to look at things that cause stress.
• Building skills to manage your stress.
• Making you more self-aware.
• Focusing on the present.
• Reducing negative feelings.
• Helping you be more creative.
• Helping you be more patient.
• Lowering resting heart rate.
• Lowering resting blood pressure.
• Helping you sleep better.

Meditation and illness

Meditation also might help if you have a medical condition. This is most often true if you have a condition that stress makes worse.

A lot of research shows that meditation is good for health. But some experts believe there's not enough research to prove that meditation helps.

With that in mind, some research suggests that meditation may help people manage symptoms of conditions such as:

• Chronic pain.
• Depression.
• Heart disease.
• High blood pressure.
• Irritable bowel syndrome.
• Sleep problems.
• Tension headaches.

Be sure to talk to your healthcare professional about the pros and cons of using meditation if you have any of these or other health conditions. Sometimes, meditation might worsen symptoms linked to some mental health conditions.

Meditation doesn't replace medical treatment. But it may help to add it to other treatments.

Types of meditation

Meditation is an umbrella term for the many ways to get to a relaxed state. There are many types of meditation and ways to relax that use parts of meditation. All share the same goal of gaining inner peace.

Ways to meditate can include:

Guided meditation. This is sometimes called guided imagery or visualization. With this method of meditation, you form mental images of places or things that help you relax.

You try to use as many senses as you can. These include things you can smell, see, hear and feel. You may be led through this process by a guide or teacher.

• Mantra meditation. In this type of meditation, you repeat a calming word, thought or phrase to keep out unwanted thoughts.

Mindfulness meditation. This type of meditation is based on being mindful. This means being more aware of the present.

In mindfulness meditation, you focus on one thing, such as the flow of your breath. You can notice your thoughts and feelings. But let them pass without judging them.

• Qigong. This practice most often combines meditation, relaxation, movement and breathing exercises to restore and maintain balance. Qigong (CHEE-gung) is part of Chinese medicine.
• Tai chi. This is a form of gentle Chinese martial arts training. In tai chi (TIE-CHEE), you do a series of postures or movements in a slow, graceful way. And you do deep breathing with the movements.
• Yoga. You do a series of postures with controlled breathing. This helps give you a more flexible body and a calm mind. To do the poses, you need to balance and focus. That helps you to focus less on your busy day and more on the moment.

Parts of meditation

Each type of meditation may include certain features to help you meditate. These may vary depending on whose guidance you follow or who's teaching a class. Some of the most common features in meditation include:

Focused attention. Focusing your attention is one of the most important elements of meditation.

Focusing your attention is what helps free your mind from the many things that cause stress and worry. You can focus your attention on things such as a certain object, an image, a mantra or even your breathing.

• Relaxed breathing. This technique involves deep, even-paced breathing using the muscle between your chest and your belly, called the diaphragm muscle, to expand your lungs. The purpose is to slow your breathing, take in more oxygen, and reduce the use of shoulder, neck and upper chest muscles while breathing so that you breathe better.

A quiet setting. If you're a beginner, meditation may be easier if you're in a quiet spot. Aim to have fewer things that can distract you, including no television, computers or cellphones.

As you get more skilled at meditation, you may be able to do it anywhere. This includes high-stress places, such as a traffic jam, a stressful work meeting or a long line at the grocery store. This is when you can get the most out of meditation.

• A comfortable position. You can practice meditation whether you're sitting, lying down, walking, or in other positions or activities. Just try to be comfortable so that you can get the most out of your meditation. Aim to keep good posture during meditation.
• Open attitude. Let thoughts pass through your mind without judging them.

Everyday ways to practice meditation

Don't let the thought of meditating the "right" way add to your stress. If you choose to, you can attend special meditation centers or group classes led by trained instructors. But you also can practice meditation easily on your own. There are apps to use too.

And you can make meditation as formal or informal as you like. Some people build meditation into their daily routine. For example, they may start and end each day with an hour of meditation. But all you really need is a few minutes a day for meditation.

Here are some ways you can practice meditation on your own, whenever you choose:

Breathe deeply. This is good for beginners because breathing is a natural function.

Focus all your attention on your breathing. Feel your breath and listen to it as you inhale and exhale through your nostrils. Breathe deeply and slowly. When your mind wanders, gently return your focus to your breathing.

Scan your body. When using this technique, focus attention on each part of your body. Become aware of how your body feels. That might be pain, tension, warmth or relaxation.

Mix body scanning with breathing exercises and think about breathing heat or relaxation into and out of the parts of your body.

• Repeat a mantra. You can create your own mantra. It can be religious or not. Examples of religious mantras include the Jesus Prayer in the Christian tradition, the holy name of God in Judaism, or the om mantra of Hinduism, Buddhism and other Eastern religions.

Walk and meditate. Meditating while walking is a good and healthy way to relax. You can use this technique anywhere you're walking, such as in a forest, on a city sidewalk or at the mall.

When you use this method, slow your walking pace so that you can focus on each movement of your legs or feet. Don't focus on where you're going. Focus on your legs and feet. Repeat action words in your mind such as "lifting," "moving" and "placing" as you lift each foot, move your leg forward and place your foot on the ground. Focus on the sights, sounds and smells around you.

Pray. Prayer is the best known and most widely used type of meditation. Spoken and written prayers are found in most faith traditions.

You can pray using your own words or read prayers written by others. Check the self-help section of your local bookstore for examples. Talk with your rabbi, priest, pastor or other spiritual leader about possible resources.

Read and reflect. Many people report that they benefit from reading poems or sacred texts and taking a few moments to think about their meaning.

You also can listen to sacred music, spoken words, or any music that relaxes or inspires you. You may want to write your thoughts in a journal or discuss them with a friend or spiritual leader.

• Focus your love and kindness. In this type of meditation, you think of others with feelings of love, compassion and kindness. This can help increase how connected you feel to others.

Building your meditation skills

Don't judge how you meditate. That can increase your stress. Meditation takes practice.

It's common for your mind to wander during meditation, no matter how long you've been practicing meditation. If you're meditating to calm your mind and your mind wanders, slowly return to what you're focusing on.

Try out ways to meditate to find out what types of meditation work best for you and what you enjoy doing. Adapt meditation to your needs as you go. Remember, there's no right way or wrong way to meditate. What matters is that meditation helps you reduce your stress and feel better overall.

Related information

• Relaxation techniques: Try these steps to lower stress - Related information Relaxation techniques: Try these steps to lower stress
• Stress relievers: Tips to tame stress - Related information Stress relievers: Tips to tame stress
• Video: Need to relax? Take a break for meditation - Related information Video: Need to relax? Take a break for meditation

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• Meditation: In depth. National Center for Complementary and Integrative Health. https://nccih.nih.gov/health/meditation/overview.htm. Accessed Dec. 23, 2021.
• Mindfulness meditation: A research-proven way to reduce stress. American Psychological Association. https://www.apa.org/topics/mindfulness/meditation. Accessed Dec. 23, 2021.
• AskMayoExpert. Meditation. Mayo Clinic. 2021.
• Papadakis MA, et al., eds. Meditation. In: Current Medical Diagnosis & Treatment 2022. 61st ed. McGraw Hill; 2022. https://accessmedicine.mhmedical.com. Accessed Dec. 23, 2021.
• Hilton L, et al. Mindfulness meditation for chronic pain: Systematic review and meta-analysis. Annals of Behavioral Medicine. 2017; doi:10.1007/s12160-016-9844-2.
• Seaward BL. Meditation. In: Essentials of Managing Stress. 5th ed. Jones & Bartlett Learning; 2021.
• Seaward BL. Managing Stress: Principles and Strategies for Health and Well-Being. 9th ed. Burlington, Mass.: Jones & Bartlett Learning; 2018.

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Exploration to enhance Predictive Bioequivalence: Comparison of Methods to Incorporate in vitro Dissolution Data, Using Surface pH Instead of Bulk pH, for Pharmacokinetic Modeling of BCS Class II Acidic Drugs

2023 FDA Science Forum

BCS Class II drug substances are highly permeable but have low solubility. BCS Class II acidic (IIa) drugs, more specifically, behave like BCS Class I drugs at intestinal pH in the gastrointestinal tract, despite having low solubility at gastric pH values.

The purpose of this project is to optimize the in vitro dissolution input approach for predicting pharmacokinetic area under the curve (AUC) and maximum concentration (Cmax) values that render a BCS Class IIa drug bioequivalent and thus potentially expanding eligibility for biowaiver considerations.

An in-silico model was built using GastroPlus v9.8.3 with gut physiology adjusted to surface pH in each segment accordingly, and pharmacokinetic inputs determined in a population study conducted using Phoenix—which incorporated data from an internal FDA database. Available dissolution data for two products of the same drug substance in USP pH 5.6 phosphate buffer were incorporated into the model using 4 different methods—traditional z-factor, refined z-factor, theoretical product particle size distribution (P-PSD), and Weibull function with a “CR: Dispersed” formulation. The percent error for each in vitro dissolution input approach was calculated and compared with the reported values to determine the most predictive method.

Adjustments to surface pH slightly lowered predicted Cmax for all strategies and have negligible effect on AUC and Tmax. The refined z-factor method accounted for the possible disintegration process from the dissolution profile of Product 2 and was able to accurately predict the Cmax and discriminate between the two products. The traditional z-factor consistently predicted the Cmax for both products with slight discrepancy. Using the “CR: Dispersed” formulation with a Weibull fit on the dissolution profile resulted in a close prediction of Cmax for Product 1, but underpredicted this value for Product 2. The P-PSD approach underpredicted Cmax for both products, and only performed better than Weibull function. None of the strategies yielded consistent approximations of Tmax.

All modeling strategies have strengths and weaknesses. Further research is ongoing to determine whether these findings can be generalized to predict bioequivalence and present a case for expansion of BCS-based biowaivers for all BCS Class IIa drug products.

Download the Poster (PDF; 0.59 MB)

Exercise Neuropsychology: Diane K. Ehlers

Examining physical activity behaviors and health outcomes in cancer survivors

Dr. Ehlers and her colleagues study the effects of physical activity on the cognitive, psychosocial and physical functions of patients.

Health Futures Center

Located near the Phoenix campus of Mayo Clinic, the Health Futures Center is home to the Exercise Neuropsychology Laboratory.

Capacity to do multiple types of assessments

The laboratory includes space to perform cognitive testing, physical function assessments and exercise testing. Dr. Ehlers and her team use MRI to conduct brain imaging at Mayo Clinic's campus in Scottsdale, Arizona.

Mayo Clinic's Exercise Neuropsychology Lab, led by Diane K. Ehlers, Ph.D., focuses on physical activity and quality of life in older adults and people living with cancer.

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• Published: 10 May 2024

Role of umbilical cord mesenchymal stromal cells in skin rejuvenation

• Le Chang 1   na1 ,
• Wei-Wen Fan 1   na1 ,
• He-Ling Yuan 1   na1 ,
• Xin Liu 1   na1 ,
• Qiang Wang 1 ,
• Guang-Ping Ruan 1 ,
• Xing-Hua Pan 1 &
• Xiang-Qing Zhu 1  

npj Regenerative Medicine volume  9 , Article number:  20 ( 2024 ) Cite this article

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• Stem-cell research

Aging is the main cause of many degenerative diseases. The skin is the largest and the most intuitive organ that reflects the aging of the body. Under the interaction of endogenous and exogenous factors, there are cumulative changes in the structure, function, and appearance of the skin, which are characterized by decreased synthesis of collagen and elastin, increased wrinkles, relaxation, pigmentation, and other aging characteristics. skin aging is inevitable, but it can be delayed. The successful isolation of mesenchymal stromal cells (MSC) in 1991 has greatly promoted the progress of cell therapy in human diseases. The International Society for Cellular Therapy (ISCT) points out that the MSC is a kind of pluripotent progenitor cells that have self-renewal ability (limited) in vitro and the potential for mesenchymal cell differentiation. This review mainly introduces the role of perinatal umbilical cord-derived MSC(UC-MSC) in the field of skin rejuvenation. An in-depth and systematic understanding of the mechanism of UC-MSCs against skin aging is of great significance for the early realization of the clinical transformation of UC-MSCs. This paper summarized the characteristics of skin aging and summarized the mechanism of UC-MSCs in skin rejuvenation reported in recent years. In order to provide a reference for further research of UC-MSCs to delay skin aging.

Introduction

The skin is the largest organ of the human body and has a surface area of 1.5–2 m 2 , covering the surface of the human body. It is in direct contact with the external environment and protects us from environmental factors 1 . The skin consists of three parts: the epidermis, dermis, and subcutaneous tissue, which jointly protect internal organs and perform different biological functions. The epidermis is located in the outermost layer of the body and plays a major defensive role 2 . The dermis is mainly responsible for the synthesis, deposition, and remodeling of the dermal extracellular matrix (ECM), which supports the structural integrity of the skin 3 , 4 . Dermal fibroblasts are the main cells in the dermis and synthesize and secrete collagen, elastin and proteoglycan to give strength and elasticity to the skin 5 . Subcutaneous tissue is located in the deepest layer of the skin and is rich in fat cells and blood vessels; it can support, warm, and provide nutrition for the dermis 6 . Skin appearance is the main factor used to evaluate age and health status. With the emergence of aging complications and the improvement in quality of life, people are highly motivated to maintain a youthful appearance. Therefore, how to prevent and delay skin aging is important for the general public, thereby stimulating the in-depth study of antiaging by researchers.

Under aging and the decline in the structure and function of skin tissue stimulated by external factors, many functional cells in skin tissue undergo senescence and apoptosis, while new cells lack the ability to self-renew. To resolve the insufficient self-renewal ability of cells in skin tissue, some researchers have proposed that skin cells can be replenished by activating stem cells in skin tissue. However, long-term activation and mobilization will lead to the depletion of stem cells in the body and the complete loss of the ability of cells in the skin to self-renew 7 . It has been reported that MSCs transplantation can improve skin conditions to some extent 8 . Therefore, exogenous supplementation of MSCs may be an effective method. The term “MSCs” originated from the isolation of the bone marrow in 1988 Marrow Stromal Stem Cells 9 , and named Mesenchymal Stem cells by A.I. Caplan in 1991 10 , ISCT changed to Mesenchymal Stromal Cells in 2006 11 , A.I. Caplan himself applied to ISCT in 2017 to change Mesenchymal Stem Cells to Medicinal Signaling Cells 12 , ISCT stated in 2019 that it was not in favor of dropping the term “mesenchymal” and recommended that the acronym “MSC” continue to be used, but with a note on the functional definition 13 . The naming of MSCs is still controversial, but with further research, increasing evidence suggests that the therapeutic role of MSCs is largely attributed to their paracrine function.

In this paper, we focus on the study of UC-MSCs in skin aging. On the one hand, umbilical cords are medical waste, and as a result, using them avoids the limitation of source and ethical issues 14 , 15 , 16 , 17 , 18 . On the other hand, the efficacy of MSCs decreases with the increase of their number of divisions, because cell division shortens telomeres and leads to cell senescence 19 , 20 . An earlier 2012 follow-up study of patients with the acute graft-versa-host disease (GVHD) treated with MSCs showed a significant increase in one-year survival (75% vs 21%) in MSCs receiving early passage (from generation 1–2) compared to MSC patients receiving late passage (from generation 3–4) 21 . In addition, the regenerative potential of MSCs also decreases with the age of donors 22 . Therefore, the UC-MSCs are isolated from neonatal tissues and seem to be “younger” than other sources of MSCs 23 . Their high activity, increased pluripotency, low immunogenicity, and suitable paracrine effects have been indicated 24 , 25 . Previous studies have shown that UC-MSCs can be induced to differentiate into various types of functional cells in vitro, such as keratinocytes and dermal fibroblasts, which provides a variety of potential strategies for the treatment of skin diseases and the development of medical beauty products 26 . It also made many researchers once believe that the efficacy of MSCs is mainly played by their differentiation into specific functional cells, so that the efficacy of MSCs is infinitely amplified, resulting in over-marketing of “Stemcells” on the market. However, subsequent studies have seen little evidence that MSCs can differentiate into specific functional cells in vivo, so it is believed that the paracrine role of MSCs is the main way to exert their therapeutic effect. This may also be the reason why A.I. Caplan applied to ISCT in 2017 to change Mesenchymal Stem Cells to Medicinal Signaling Cells.

Characteristics of skin aging

Human skin is a dynamic and complex organ that is composed of different cell types and functional regions. Like other organs, the skin ages and is characterized by structural destruction and gradual loss of function. Aging caused by genetic, metabolic, and other internal factors is called intrinsic aging, while aging caused by environmental factors such as ultraviolet rays, nutrition, air pollution, cigarettes, temperature, and pressure is called extrinsic aging 27 .

For naturally aging skin, histological changes mainly occur in the basal layer and dermis. The basal layer of the skin is located in the deepest layer of the epidermis and participates in the repair and regeneration of the skin. Studies have shown that the proliferation of basal cells of the skin, such as keratinocytes and melanocytes, decreases with age, resulting in a thinning of the skin epidermis 28 , 29 . Moreover, the fibrous ECM components such as elastin, fibrin, and collagen in the dermis degenerate, the skin is dehydrated, elasticity decreases, and wrinkles appear 30 , 31 . With age, the repair ability of skin cells decreases, resulting in intrinsic skin aging.

Extrinsic aging is far more serious than endogenous aging; ultraviolet radiation (UVR) has the greatest effect, accounting for 80% of facial skin aging 32 . In contrast to intrinsic aging, UVR thickens the epidermis and promotes the activation of epidermal melanocytes in exposed skin, resulting in pigmentation 33 . UVR on the skin leads to senescence and apoptosis of skin cells by directly damaging the deoxyribonucleic Acid (DNA), Ribonucleic Acid (RNA), and protein of skin cells 34 . Moreover, skin cells produce free radicals and reactive oxygen species (ROS) when subjected to UVR, which causes inflammation and promotes mitochondrial membrane potential (MMP) synthesis, indirectly leading to oxidative damage and ECM degradation of skin cells 35 , 36 . Photoaging also accelerates skin aging by superimposing intrinsic aging in chronological order.

The ultimate goal of researchers’ efforts investigating skin aging is to find ways to slow down the rate of aging and improve quality of life by regulating the mechanisms of skin aging. At present, it has been reported that plant extracts 37 , antioxidants 38 , growth factors, and cytokines 39 , as well as MSCs 40 , can alleviate skin aging 41 . Since cell therapy was first proposed by Swiss doctors in 1931, the field has made a breakthrough in the research of human diseases. Skin tissue is composed of a large number of mature functional cells, progenitor cells, and a small number of stem cells. Although adult tissue stem cells are rare, they play a major role in human health. The number of adult stem cells gradually decreases after birth, so supplementation with exogenous MSCs may be an effective way to promote tissue repair and regeneration. Umbilical cord mesenchymal stromal cells (UC-MSCs) have become a more promising therapeutic method because of their powerful paracrine function and the ability to secret various cytokines, growth factors, and exogenes to promote tissue regeneration and inhibit inflammatory response. However, MSCs therapy is still in the research stage, and a large amount of experimental data is needed to accelerate its clinical transformation. As of December 2023, over 2000 MSCs clinical trials have been registered at https://clinicaltrials.gov/ , including over 400 UC-MSCs clinical trials. Including UC-MSCs for Diabetic Nephropathy, Ulcerative Colitis, Oral Chronic Graft-versus-host Disease, Diabetic Foot, Skin Grafts in Donor Site Wounds, Skin Rejuvenation, Skin Ulcers, and other diseases. This large amount of data reflects the broad interest of the scientific community in the potential therapeutic applications of MSCs. However, among the many clinical trials at different stages, we have collated nine clinical trials of UC-MSCs for skin-related diseases that have been completed and have reported results (Table 1 ). By combing through these trials, we can gain a clearer understanding of the application of UC-MSCs in clinical practice, as well as the challenges and future directions. Clinical trials are designed to evaluate the efficacy and safety of MSCs in the treatment of various diseases, but clinical trials currently face many difficulties, including developing standardized treatment protocols, monitoring cell survival and function in vivo, and the safety and long-term efficacy of cell therapy. These problems not only increase the complexity of clinical trials, but also limit their wide application in practice. In order to solve the challenges faced by clinical trials, pre-clinical basic research is crucial to provide a reliable theoretical and experimental basis for clinical trials. In the basic research, the establishment of an ideal experimental model is the premise of further research, here we mainly introduce the skin aging research model. Aging research on animal models can simulate the complex environment of human skin aging in combination with in vitro and in vivo aging factors and relatively accurately reflect the characteristics of skin aging, but the accuracy of these results still needs to be verified at the cellular and molecular levels. Cells are the basic unit of the human body; they can be isolated and expanded in vitro under suitable conditions and can reflect the process and law of human aging at the cellular level, so they are widely used as an experimental model in vitro. In order to facilitate the work of subsequent researchers, we have listed in detail the modeling conditions of the currently widely used research models in Table 2 , aiming to provide clearer and convenient guidance for future basic research. However, it is worth noting that none of these studies calculated the percentage of actual engrafted cells relative to the total implanted cells, as the actual number of engrafted cells is crucial for assessing therapeutic efficacy. Therefore, future research may need to pay more attention to and carefully consider the calculation of the actual number of engrafted cells to comprehensively understand the effectiveness and mechanisms of MSC therapy.

The role and mechanism of UC-MSCs in skin aging

UC-MSCs are a kind of mesenchymal stromal cell derived from neonatal umbilical cord tissue with abundant material sources, easy amplification, strong plasticity, low immunogenicity, high migration and homing activity, exocrine secretion, and the secretion of a variety of cytokines 25 . Compared with other MSCs currently used in basic and clinical research, such as adipose mesenchymal stromal cells (ADMSCs), bone marrow mesenchymal stromal cells (BMSCs), dental pulp stromal cells (DPSCs), embryonic stromal cells (ASCs), and neural stem cells (NSCs); UC-MSCs are derived from a wider range of sources; have no ethical or safety challenges; are easier to obtain, expand and store; and can fully meet clinical needs 42 . UC-MSCs can be induced to differentiate into many types of functional cells in vitro, which is of great significance for the clinical treatment of corresponding diseases. UC-MSCs have been used in the study of cardiovascular disease 43 , inflammatory bowel disease (IBD) 44 , chronic obstructive pneumonia (COPD) 45 , premature ovarian failure (POF) 46 , skin aging 23 , and other diseases, and their effectiveness has been proven. This paper mainly summarizes the research progress of UC-MSCs in skin aging. The mechanism of UC-MSCs in the treatment of skin aging can be summarized as promoting injury repair and skin regeneration through anti-inflammatory, antioxidative, and anti-glycosylation mechanisms, as shown in Fig. 1 .

The skin shows structural and functional degradation under the action of internal and external factors, and UC-MSCs rejuvenate it by promoting injury repair and regeneration through anti-inflammatory, antioxidative, and anti-glycosylation mechanisms.

Damage repair

Skin tissue integrity, function, and regeneration decrease with age. An increasing number of studies have reported that UC-MSCs can promote the repair of damaged skin through the secretion of cytokines. The homing property of UC-MSCs is the key to their direct participation in the repair of skin injury. Many animal experiments have confirmed that when there is injury in the body, transplanted UC-MSCs can migrate to the injured site, differentiate, and replace injured cells using the chemotaxis of the injured tissue microenvironment 47 , 48 , 49 . However, with the deepening of the research, the view that MSCs differentiate and replace injured cells is no longer supported. After the importation of MSCs into the body, the amount of MSCs in the body is very small (<1%), suggesting that the repair of injuries may primarily involve the paracrine functions of MSCs (Table 3 ).

To study the role and fate of transfused MSCs, Yin’s research team explored the fate of type 2 diabetes (T2DM) mice intravenously injected with UC-MSCs compared with that in control mice. This study showed that UC-MSCs first reached the lungs and then migrated through the circulatory system to the spleen and liver. Compared with the control mice, the T2DM mice injected with UC-MSCs showed that the UC-MSCs homed to the islets. UC-MSC infusion not only effectively restored blood glucose homeostasis and reduced insulin resistance in mice but also improved hyperlipidemia and liver function in T2DM mice, suggesting that UC-MSC migration is closely related to tissue injury and can participate in tissue repair 50 . Zhang et al. 51 applied UC-MSCs and UC-MSC-CM locally to the skin wounds of diabetic mice to study their therapeutic effects on wound healing. The results showed that UC-MSCs and UC-MSC-CM significantly increased the overall wound healing rate, improved angiogenesis, and increased the percentage of M2 macrophages in the wound area. Further observation of the local microenvironment of the wound tissue showed that the secreted levels of the anti-inflammatory factors IL-10 and VEGF increased, while the secreted levels of the proinflammatory factors TNF-α and IL-6 were inhibited. It is suggested that UC-MSCs can play a role in injury repair by improving angiogenesis and regulating the local tissue microenvironment.

Promotion of skin regeneration

“Repair” and “regeneration” are often mistaken for the same concept. In fact, “repair” mainly refers to the recovery of tissue structure and function. In the context of skin, repair indicates that it may have scars and may not have hair follicles. “Regeneration” essentially refers to achieving a completely normal state through the proliferation of cells in skin tissue 52 . UC-MSCs can secrete and synthesize a variety of cytokines that promote cell growth and differentiation to regulate the local microenvironment, including FGF, EGF, VEGF, NGF, PDGF, CSF, and TNF 53 . These cytokines carry signaling information that can regenerate blood vessels, improve blood circulation, and promote tissue regeneration.

After skin injury model rats were treated with UCBMSC-exo and UCBMSCs, the skin appendages, blood vessels, and nerves were regenerated, the wound closure rate was significantly accelerated, and scarring was reduced 54 . Li et al. 23 used an aging nude mouse model and HDF model to prove that UC-MSCs can increase the thickness of aging skin and the production of matrix collagen fibers, increase the proliferation and migration of human dermal fibroblasts (HDFs), and promote skin regeneration. In addition, an interesting study showed that UC-MSCs can also be used as carriers for gene transfer and drug delivery to enhance the expression of the target gene and can interact with cytokines to change the secretion level to enhance regeneration. The Wnt protein is the key mediator of skin development. Researchers obtained conditioned medium (Wnt-CM) containing Wnt7a from the supernatant of UC-MSCs overexpressing Wnt7a and injected it into the wounds of mice. It was found that the supernatant promoted wound healing, induced hair follicle regeneration, and enhanced the expression of the ECM and the migration of fibroblasts 55 .

Anti-inflammation

Inflammation is a pathophysiological reaction after tissue injury and a protective defense response of tissues and organs to harmful stimuli. A certain degree of inflammation is beneficial, but excessive inflammation can lead to local tissue cell necrosis and dysfunction, and persistent chronic inflammation can hinder the growth or regeneration of functional cells in tissue 56 , 57 . Moreover, the human body is always exposed to various stimuli, and long-term inflammatory stimulation eventually leads to the degeneration of the structure and function of tissues and organs. Therefore, the reduction in inflammatory reactions may be beneficial to the regeneration of tissues and organs. Experiments showed that the gradual accumulation of senescent cells in the body increased the release of proinflammatory factors such as IL-6, IL-8, and TNF-α and further promoted the occurrence of senescence 58 . Photoaging is the main form of skin aging. Long-term exposure to UVR accelerates the aging of skin under the action of inflammatory cells and proinflammatory cytokines 59 .

UC-MSCs exert their anti-inflammatory effect mainly by secreting cytokines, growth factors, anti-inflammatory factors, and exocrine factors to reduce the inflammatory response and enhance tissue repair. They can also directly interact with the surface molecules of immune cells and regulate the downstream pathways of immune cells, thus affecting cell proliferation, effector production, and cell survival 60 . Several Korean researchers have used antibody arrays to evaluate the concentrations of growth factors and cytokines in UC-MSC-CM. The results showed that UC-MSC-CM contained high concentrations of anti-inflammatory-related growth factors and cytokines, including EGF, TIMP-1, IGFBP-7, thrombin reactive protein-1, fibrinogen, and fibronectin 61 . The authors further tested the anti-inflammatory activity of UC-MSCs-CM on HaCaT cells stimulated with TNF-α and INF-γ. The results showed that UC-MSC-CM had an inhibitory effect on the inflammatory cytokines TARC, TNF-β, IL-1β, and IL-6 and suggested that UC-MSC-CM had an anti-inflammatory effect. Li et al. 62 confirmed that UCMSC treatment can reduce the expression levels of the proinflammatory cytokines TNF-α, IL-1β, and IL-6 in an LPS-induced rat model and concluded that UCMSC treatment can reduce systemic inflammation associated with LPS.

We know that continuous inflammation stimulates tissue fibroplasia, leading to tissue and organ fibrosis. Liu et al. 63 used a rat model of renal interstitial fibrosis to evaluate the effect of UCMSC-CM on tubulointerstitial inflammation and fibrosis. The results showed that UCMSC-CM reduced the deposition of ECM, the infiltration of inflammatory cells, and the release of inflammatory factors in renal fibrosis by inhibiting the activation of the TLR4/NFκB signaling pathway. Chen’s team 64 injected UC-MSCs subcutaneously into psoriatic arthritis model mice and found that UC-MSCs inhibited skin inflammation and significantly ameliorated the pathological features of mice.

Antioxidant properties

Oxidation is a process in which substances are decomposed to release energy and take place in the body regularly. When the body is in a normal physiological state, the oxidation capacity and antioxidant capacity are in dynamic balance. Once the production of free radicals (such as ROS) exceeds the body’s antioxidant capacity, the redox state is out of balance, and oxidative stress is induced 65 , 66 . Oxidative stress is accompanied by the processes of cell injury, inflammation, and metabolic disorders, which are involved in the pathology of many diseases and are considered to be the cause of aging. It has been reported that excessive ROS can directly oxidize DNA, proteins, and lipids, resulting in DNA damage, mitochondrial damage, protein damage, cell senescence, and even death 67 , 68 , 69 . According to the theory of free radical aging, ROS are mainly produced as a result of cell metabolism dysfunction and UVR; are generated by the mitochondrial electron transport chain, peroxisomes, and endoplasmic reticulum; and play a major role in skin aging 70 . ROS can activate the MAPK signaling pathway through a series of intermediates to promote the production of MMPs. MMPs can degrade collagen and elastin, resulting in increased and deepened skin wrinkles and a lack of elasticity 71 . ROS and the activated MAPK signaling pathway can also activate NFκB , mediate the expression of inflammatory cytokines, further promote the production of ROS, and accelerate skin aging 72 , 73 .

There are few reports on the antioxidant effect of UC-MSCs on skin aging. Some scholars believe that UC-MSCs can directly alleviate mitochondrial dysfunction, thus blocking the production of more free radicals from dysfunctional mitochondria that accelerate aging, but the specific mechanism is not clear 74 . However, an increasing number of researchers have observed the antioxidant stress effect of UC-MSCs in aging animal models. Recently, it was reported that after UCMSC treatment of D-galactose-induced skin aging model nude mice, the levels of superoxide dismutase (SOD) in skin tissue increased significantly, while the levels of malondialdehyde decreased significantly, essentially returning to normal levels 23 . It is suggested that UCMSC treatment can enhance the ability of cells to scavenge free radicals, improve the antioxidant stress function of skin, and play a positive role in reducing cell senescence caused by oxidative stress. However, while the antioxidant effects of UCMSC treatment have been observed, the underlying mechanism is still not completely clear. Some scholars believe that UC-MSCs play an antioxidant stress role by directly scavenging free radicals, secreting bioactive enzymes, and regulating the function of mitochondria, but there is insufficient evidence 75 .

Anti-glycosylation

Advanced glycation end products (AGEs) are the products of nonenzymatic glycosylation and oxidation of proteins and lipids, which accumulate in inflammatory environments and during aging. The accumulated AGEs easily interact with collagen fibers in the dermis to produce glycosylated collagen in the body. The structural changes of glycosylated collagen increase skin fragility and decrease skin strength so that its biological function is reduced 76 , 77 . A new study showed that UC-MSCs can protect fibroblasts from AGE cytotoxicity by secreting cytokines and activating the PI3K/AKT/PTEN pathway 78 .

Senile diabetes is a very common chronic disease related to aging. The difficulty of healing skin wounds in patients with diabetes is a problem that urgently needs to be solved 78 . An in-depth study of the pathogenesis of diabetic dermatopathy found the root cause of diabetic wound formation and healing difficulty to be the accumulation of AGEs in the dermis. However, to date, only a few effective methods can inhibit and remove AGEs in wounds, and the emergence of MSCs therapy brings great hope to these diabetic patients 79 , 80 , 81 , 82 . Many researchers have studied the promoting effect of mesenchymal stromal cells from different sources on diabetic wound healing. The results show that BMSCs and UC-MSCs can effectively promote diabetic skin wound healing 83 , 84 .

Data sources

This review conducted extensive searches across PubMed, ClinicalTrials.gov using the search terms “umbilical mesenchymal stromal cells,” “skin aging,” “regeneration,” “rejuvenation,” “mechanism,” “review,” “clinical trial,” and “retrospective study” to retrieve relevant reviews and studies published within the past 20 years. A total of 108 eligible literature pieces were screened.

Inclusion criteria

The selection criteria are as follows: 1. Literature discussing the nomenclature, biological characteristics, and mechanisms of action of MSCs in depth; 2. Articles involving experiments and clinical studies on UC-MSCs in promoting skin regeneration and repair; 3. Literature covering the construction of skin aging models and MSC treatment strategies; 4. High-quality literature provides rigorous explanations of facts and viewpoints.

Exclusion criteria

The exclusion criteria are lack of relevance, repetitive studies, and outdated articles.

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Acknowledgements

This work was supported by grants from the Project of Yunnan Province Key projects (202301AY070001-034). The project entitled “Transformation of subtotipotent stem cells based on the tree shrew model of multiple organ dysfunction syndrome” (SYDW [2020]19). The funding body played no role in the design of the study and collection, analysis, and interpretation of data and in writing the manuscript. Figure 1 was created with licensed Biorender.com online website.

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These authors contributed equally: Le Chang, Wei-Wen Fan, He-Ling Yuan, Xin Liu.

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The Basic Medical Laboratory of the 920th Hospital of Joint Logistics Support Force of PLA, The Transfer Medicine Key Laboratory of Cell Therapy Technology of Yunan Province, The Integrated Engineering Research Center of Cell Biological Medicine of State and Regions, Kunming, 650032, Yunnan Province, China

Le Chang, Wei-Wen Fan, He-Ling Yuan, Xin Liu, Qiang Wang, Guang-Ping Ruan, Xing-Hua Pan & Xiang-Qing Zhu

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X.-Q.Z. and L.C. conceptualize the content and wrote the paper. All authors (X.-Q.Z., L.C., W. -W.F., X.L., H.-L.Y., Q.W., G.-P.R. and X.-H.P) made substantial contributions to the conception of the project and provided critical review of the final document.

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Chang, L., Fan, WW., Yuan, HL. et al. Role of umbilical cord mesenchymal stromal cells in skin rejuvenation. npj Regen Med 9 , 20 (2024). https://doi.org/10.1038/s41536-024-00363-1

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U.S. Tightens Rules on Risky Virus Research

A long-awaited new policy broadens the type of regulated viruses, bacteria, fungi and toxins, including those that could threaten crops and livestock.

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By Carl Zimmer and Benjamin Mueller

The White House has unveiled tighter rules for research on potentially dangerous microbes and toxins, in an effort to stave off laboratory accidents that could unleash a pandemic.

The new policy, published Monday evening, arrives after years of deliberations by an expert panel and a charged public debate over whether Covid arose from an animal market or a laboratory in China.

A number of researchers worried that the government had been too lax about lab safety in the past, with some even calling for the creation of an independent agency to make decisions about risky experiments that could allow viruses, bacteria or fungi to spread quickly between people or become more deadly. But others warned against creating restrictive rules that would stifle valuable research without making people safer.

The debate grew sharper during the pandemic, as politicians raised questions about the origin of Covid. Those who suggested it came from a lab raised concerns about studies that tweaked pathogens to make them more dangerous — sometimes known as “gain of function” research.

The new policy, which applies to research funded by the federal government, strengthens the government’s oversight by replacing a short list of dangerous pathogens with broad categories into which more pathogens might fall. The policy pays attention not only to human pathogens, but also those that could threaten crops and livestock. And it provides more details about the kinds of experiments that would draw the attention of government regulators.

The rules will take effect in a year, giving government agencies and departments time to update their guidance to meet the new requirements.

“It’s a big and important step forward,” said Dr. Tom Inglesby, the director of the Johns Hopkins Center for Health Security and a longtime proponent of stricter safety regulations. “I think this policy is what any reasonable member of the public would expect is in place in terms of oversight of the world’s most transmissible and lethal organisms.”

Still, the policy does not embrace the most aggressive proposals made by lab safety proponents, such as creating an independent regulatory agency. It also makes exemptions for certain types of research, including disease surveillance and vaccine development. And some parts of the policy are recommendations rather than government-enforced requirements.

“It’s a moderate shift in policy, with a number of more significant signals about how the White House expects the issue to be treated moving forward,” said Nicholas Evans, an ethicist at University of Massachusetts Lowell.

Experts have been waiting for the policy for more than a year. Still, some said they were surprised that it came out at such a politically fraught moment . “I wasn’t expecting anything, especially in an election year,” Dr. Evans said. “I’m pleasantly surprised.”

Under the new policy, scientists who want to carry out experiments will need to run their proposals past their universities or research institutions, which will to determine if the work poses a risk. Potentially dangerous proposals will then be reviewed by government agencies. The most scrutiny will go to experiments that could result in the most dangerous outcomes, such as those tweaking pathogens that could start a pandemic.

In a guidance document , the White House provided examples of research that would be expected to come under such scrutiny. In one case, they envisioned scientists trying to understand the evolutionary steps a pathogen needed to transmit more easily between humans. The researchers might try to produce a transmissible strain to study, for example, by repeatedly infecting human cells in petri dishes, allowing the pathogens to evolve more efficient ways to enter the cells.

Scientists who do not follow the new policy could become ineligible for federal funding for their work. Their entire institution may have its support for life science research cut off as well.

One of the weaknesses of existing policies is that they only apply to funding given out by the federal government. But for years , the National Institutes of Health and other government agencies have struggled with stagnant funding, leading some researchers to turn instead to private sources. In recent years, for example, crypto titans have poured money into pandemic prevention research.

The new policy does not give the government direct regulation of privately funded research. But it does say that research institutions that receive any federal money for life-science research should apply a similar oversight to scientists doing research with support from outside the government.

“This effectively limits them, as the N.I.H. does a lot of work everywhere in the world,” Dr. Evans said.

The new policy takes into account the advances in biotechnology that could lead to new risks. When pathogens become extinct, for example, they can be resurrected by recreating their genomes. Research on extinct pathogens will draw the highest levels of scrutiny.

Dr. Evans also noted that the new rules emphasize the risk that lab research can have on plants and animals. In the 20th century, the United States and Russia both carried out extensive research on crop-destroying pathogens such as wheat-killing fungi as part of their biological weapons programs. “It’s significant as a signal the White House is sending,” Dr. Evans said.

Marc Lipsitch, an epidemiologist at Harvard and a longtime critic of the government’s policy, gave the new one a grade of A minus. “I think it’s a lot clearer and more specific in many ways than the old guidance,” he said. But he was disappointed that the government will not provide detailed information to the public about the risky research it evaluates. “The transparency is far from transparent,” he said.

Scientists who have warned of the dangers of impeding useful virus research were also largely optimistic about the new rules.

Gigi Gronvall, a biosafety specialist at the Johns Hopkins Bloomberg School of Public Health, said the policy’s success would depend on how federal health officials interpreted it, but applauded the way it recognized the value of research needed during a crisis, such as the current bird flu outbreak .

“I was cautiously optimistic in reading through it,” she said of the policy. “It seems like the orientation is for it to be thoughtfully implemented so it doesn’t have a chilling effect on needed research.”

Anice Lowen, an influenza virologist at Emory University, said the expanded scope of the new policy was “reasonable.” She said, for instance, that the decision not to create an entirely new review body helped to alleviate concerns about how unwieldy the process might become.

Still, she said, ambiguities in the instructions for assessing risks in certain experiments made it difficult to know how different university and health officials would police them.

“I think there will be more reviews carried out, and more research will be slowed down because of it,” she said.

Carl Zimmer covers news about science for The Times and writes the Origins column . More about Carl Zimmer

Benjamin Mueller reports on health and medicine. He was previously a U.K. correspondent in London and a police reporter in New York. More about Benjamin Mueller