methodology writing format

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• How to Write Your Methods

Ensure understanding, reproducibility and replicability

What should you include in your methods section, and how much detail is appropriate?

Why Methods Matter

The methods section was once the most likely part of a paper to be unfairly abbreviated, overly summarized, or even relegated to hard-to-find sections of a publisher’s website. While some journals may responsibly include more detailed elements of methods in supplementary sections, the movement for increased reproducibility and rigor in science has reinstated the importance of the methods section. Methods are now viewed as a key element in establishing the credibility of the research being reported, alongside the open availability of data and results.

A clear methods section impacts editorial evaluation and readers’ understanding, and is also the backbone of transparency and replicability.

For example, the Reproducibility Project: Cancer Biology project set out in 2013 to replicate experiments from 50 high profile cancer papers, but revised their target to 18 papers once they understood how much methodological detail was not contained in the original papers.

What to include in your methods section

What you include in your methods sections depends on what field you are in and what experiments you are performing. However, the general principle in place at the majority of journals is summarized well by the guidelines at PLOS ONE : “The Materials and Methods section should provide enough detail to allow suitably skilled investigators to fully replicate your study. ” The emphases here are deliberate: the methods should enable readers to understand your paper, and replicate your study. However, there is no need to go into the level of detail that a lay-person would require—the focus is on the reader who is also trained in your field, with the suitable skills and knowledge to attempt a replication.

A constant principle of rigorous science

A methods section that enables other researchers to understand and replicate your results is a constant principle of rigorous, transparent, and Open Science. Aim to be thorough, even if a particular journal doesn’t require the same level of detail . Reproducibility is all of our responsibility. You cannot create any problems by exceeding a minimum standard of information. If a journal still has word-limits—either for the overall article or specific sections—and requires some methodological details to be in a supplemental section, that is OK as long as the extra details are searchable and findable .

Imagine replicating your own work, years in the future

As part of PLOS’ presentation on Reproducibility and Open Publishing (part of UCSF’s Reproducibility Series ) we recommend planning the level of detail in your methods section by imagining you are writing for your future self, replicating your own work. When you consider that you might be at a different institution, with different account logins, applications, resources, and access levels—you can help yourself imagine the level of specificity that you yourself would require to redo the exact experiment. Consider:

• Which details would you need to be reminded of? 
• Which cell line, or antibody, or software, or reagent did you use, and does it have a Research Resource ID (RRID) that you can cite?
• Which version of a questionnaire did you use in your survey? 
• Exactly which visual stimulus did you show participants, and is it publicly available? 
• What participants did you decide to exclude? 
• What process did you adjust, during your work? 

Tip: Be sure to capture any changes to your protocols

You yourself would want to know about any adjustments, if you ever replicate the work, so you can surmise that anyone else would want to as well. Even if a necessary adjustment you made was not ideal, transparency is the key to ensuring this is not regarded as an issue in the future. It is far better to transparently convey any non-optimal methods, or methodological constraints, than to conceal them, which could result in reproducibility or ethical issues downstream.

Visual aids for methods help when reading the whole paper

Consider whether a visual representation of your methods could be appropriate or aid understanding your process. A visual reference readers can easily return to, like a flow-diagram, decision-tree, or checklist, can help readers to better understand the complete article, not just the methods section.

Ethical Considerations

In addition to describing what you did, it is just as important to assure readers that you also followed all relevant ethical guidelines when conducting your research. While ethical standards and reporting guidelines are often presented in a separate section of a paper, ensure that your methods and protocols actually follow these guidelines. Read more about ethics .

Existing standards, checklists, guidelines, partners

While the level of detail contained in a methods section should be guided by the universal principles of rigorous science outlined above, various disciplines, fields, and projects have worked hard to design and develop consistent standards, guidelines, and tools to help with reporting all types of experiment. Below, you’ll find some of the key initiatives. Ensure you read the submission guidelines for the specific journal you are submitting to, in order to discover any further journal- or field-specific policies to follow, or initiatives/tools to utilize.

Tip: Keep your paper moving forward by providing the proper paperwork up front

Be sure to check the journal guidelines and provide the necessary documents with your manuscript submission. Collecting the necessary documentation can greatly slow the first round of peer review, or cause delays when you submit your revision.

Randomized Controlled Trials – CONSORT The Consolidated Standards of Reporting Trials (CONSORT) project covers various initiatives intended to prevent the problems of  inadequate reporting of randomized controlled trials. The primary initiative is an evidence-based minimum set of recommendations for reporting randomized trials known as the CONSORT Statement . 

Systematic Reviews and Meta-Analyses – PRISMA The Preferred Reporting Items for Systematic Reviews and Meta-Analyses ( PRISMA ) is an evidence-based minimum set of items focusing  on the reporting of  reviews evaluating randomized trials and other types of research.

Research using Animals – ARRIVE The Animal Research: Reporting of In Vivo Experiments ( ARRIVE ) guidelines encourage maximizing the information reported in research using animals thereby minimizing unnecessary studies. (Original study and proposal , and updated guidelines , in PLOS Biology .) 

Laboratory Protocols Protocols.io has developed a platform specifically for the sharing and updating of laboratory protocols , which are assigned their own DOI and can be linked from methods sections of papers to enhance reproducibility. Contextualize your protocol and improve discovery with an accompanying Lab Protocol article in PLOS ONE .

Consistent reporting of Materials, Design, and Analysis – the MDAR checklist A cross-publisher group of editors and experts have developed, tested, and rolled out a checklist to help establish and harmonize reporting standards in the Life Sciences . The checklist , which is available for use by authors to compile their methods, and editors/reviewers to check methods, establishes a minimum set of requirements in transparent reporting and is adaptable to any discipline within the Life Sciences, by covering a breadth of potentially relevant methodological items and considerations. If you are in the Life Sciences and writing up your methods section, try working through the MDAR checklist and see whether it helps you include all relevant details into your methods, and whether it reminded you of anything you might have missed otherwise.

Summary Writing tips

The main challenge you may find when writing your methods is keeping it readable AND covering all the details needed for reproducibility and replicability. While this is difficult, do not compromise on rigorous standards for credibility!

• Keep in mind future replicability, alongside understanding and readability.
• Follow checklists, and field- and journal-specific guidelines.
• Consider a commitment to rigorous and transparent science a personal responsibility, and not just adhering to journal guidelines.
• Establish whether there are persistent identifiers for any research resources you use that can be specifically cited in your methods section.
• Deposit your laboratory protocols in Protocols.io, establishing a permanent link to them. You can update your protocols later if you improve on them, as can future scientists who follow your protocols.
• Consider visual aids like flow-diagrams, lists, to help with reading other sections of the paper.
• Be specific about all decisions made during the experiments that someone reproducing your work would need to know.

Don’t

• Summarize or abbreviate methods without giving full details in a discoverable supplemental section.
• Presume you will always be able to remember how you performed the experiments, or have access to private or institutional notebooks and resources.
• Attempt to hide constraints or non-optimal decisions you had to make–transparency is the key to ensuring the credibility of your research.
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Organizing Your Social Sciences Research Paper

• 6. The Methodology
• Purpose of Guide
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The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

• Readers need to know how the data was obtained because the method you chose affects the results and, by extension, how you interpreted their significance in the discussion section of your paper.
• Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and, as a consequence, undermines the value of your analysis of the findings.
• In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you have chosen a particular procedure or technique.
• The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a multiple choice questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
• The method must be appropriate to fulfilling the overall aims of the study. For example, you need to ensure that you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
• The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring. For any problems that do arise, you must describe the ways in which they were minimized or why these problems do not impact in any meaningful way your interpretation of the findings.
• In the social and behavioral sciences, it is important to always provide sufficient information to allow other researchers to adopt or replicate your methodology. This information is particularly important when a new method has been developed or an innovative use of an existing method is utilized.

Bem, Daryl J. Writing the Empirical Journal Article. Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I.  Groups of Research Methods

There are two main groups of research methods in the social sciences:

• The e mpirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences . This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for formulating hypotheses that need to be tested. This approach is focused on explanation.
• The i nterpretative group of methods is focused on understanding phenomenon in a comprehensive, holistic way . Interpretive methods focus on analytically disclosing the meaning-making practices of human subjects [the why, how, or by what means people do what they do], while showing how those practices arrange so that it can be used to generate observable outcomes. Interpretive methods allow you to recognize your connection to the phenomena under investigation. However, the interpretative group requires careful examination of variables because it focuses more on subjective knowledge.

II.  Content

The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you used to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.

The remainder of your methodology section should describe the following:

• Decisions made in selecting the data you have analyzed or, in the case of qualitative research, the subjects and research setting you have examined,
• Tools and methods used to identify and collect information, and how you identified relevant variables,
• The ways in which you processed the data and the procedures you used to analyze that data, and
• The specific research tools or strategies that you utilized to study the underlying hypothesis and research questions.

In addition, an effectively written methodology section should:

• Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
• Indicate how the approach fits the overall research design . Your methods for gathering data should have a clear connection to your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is not suitable to achieving the stated objective of your paper.
• Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom. Also be sure to explain how older data is still relevant to investigating the current research problem.
• Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors? Describe how you plan to obtain an accurate assessment of relationships, patterns, trends, distributions, and possible contradictions found in the data.
• Provide background and a rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
• Provide a justification for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of data being used? If other data sources exist, explain why the data you chose is most appropriate to addressing the research problem.
• Provide a justification for case study selection . A common method of analyzing research problems in the social sciences is to analyze specific cases. These can be a person, place, event, phenomenon, or other type of subject of analysis that are either examined as a singular topic of in-depth investigation or multiple topics of investigation studied for the purpose of comparing or contrasting findings. In either method, you should explain why a case or cases were chosen and how they specifically relate to the research problem.
• Describe potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE :   Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. If necessary, consider using appendices for raw data.

ANOTHER NOTE : If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data [e.g., through interviews or observations], the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.

YET ANOTHER NOTE :   If your study involves interviews, observations, or other qualitative techniques involving human subjects , you may be required to obtain approval from the university's Office for the Protection of Research Subjects before beginning your research. This is not a common procedure for most undergraduate level student research assignments. However, i f your professor states you need approval, you must include a statement in your methods section that you received official endorsement and adequate informed consent from the office and that there was a clear assessment and minimization of risks to participants and to the university. This statement informs the reader that your study was conducted in an ethical and responsible manner. In some cases, the approval notice is included as an appendix to your paper.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but concise. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.

Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.

Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.

Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research. Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University; Methods and Materials. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between the application of theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics . Part 1, Chapter 3. Boise State University; The Theory-Method Relationship. S-Cool Revision. United Kingdom.

Yet Another Writing Tip

Methods and the Methodology

Do not confuse the terms "methods" and "methodology." As Schneider notes, a method refers to the technical steps taken to do research . Descriptions of methods usually include defining and stating why you have chosen specific techniques to investigate a research problem, followed by an outline of the procedures you used to systematically select, gather, and process the data [remember to always save the interpretation of data for the discussion section of your paper].

The methodology refers to a discussion of the underlying reasoning why particular methods were used . This discussion includes describing the theoretical concepts that inform the choice of methods to be applied, placing the choice of methods within the more general nature of academic work, and reviewing its relevance to examining the research problem. The methodology section also includes a thorough review of the methods other scholars have used to study the topic.

Bryman, Alan. "Of Methods and Methodology." Qualitative Research in Organizations and Management: An International Journal 3 (2008): 159-168; Schneider, Florian. “What's in a Methodology: The Difference between Method, Methodology, and Theory…and How to Get the Balance Right?” PoliticsEastAsia.com. Chinese Department, University of Leiden, Netherlands.

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

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

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

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

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

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

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

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

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

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

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

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

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the ‘Cite this Scribbr article’ button to automatically add the citation to our free Reference Generator.

McCombes, S. (2022, October 10). What Is a Research Methodology? | Steps & Tips. Scribbr. Retrieved 20 May 2024, from https://www.scribbr.co.uk/thesis-dissertation/methodology/

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How to Write Research Methodology

Last Updated: May 21, 2023 Approved

This article was co-authored by Alexander Ruiz, M.Ed. and by wikiHow staff writer, Jennifer Mueller, JD . Alexander Ruiz is an Educational Consultant and the Educational Director of Link Educational Institute, a tutoring business based in Claremont, California that provides customizable educational plans, subject and test prep tutoring, and college application consulting. With over a decade and a half of experience in the education industry, Alexander coaches students to increase their self-awareness and emotional intelligence while achieving skills and the goal of achieving skills and higher education. He holds a BA in Psychology from Florida International University and an MA in Education from Georgia Southern University. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, several readers have written to tell us that this article was helpful to them, earning it our reader-approved status. This article has been viewed 521,886 times.

The research methodology section of any academic research paper gives you the opportunity to convince your readers that your research is useful and will contribute to your field of study. An effective research methodology is grounded in your overall approach – whether qualitative or quantitative – and adequately describes the methods you used. Justify why you chose those methods over others, then explain how those methods will provide answers to your research questions. [1] X Research source

Describing Your Methods

• In your restatement, include any underlying assumptions that you're making or conditions that you're taking for granted. These assumptions will also inform the research methods you've chosen.
• Generally, state the variables you'll test and the other conditions you're controlling or assuming are equal.

• If you want to research and document measurable social trends, or evaluate the impact of a particular policy on various variables, use a quantitative approach focused on data collection and statistical analysis.
• If you want to evaluate people's views or understanding of a particular issue, choose a more qualitative approach.
• You can also combine the two. For example, you might look primarily at a measurable social trend, but also interview people and get their opinions on how that trend is affecting their lives.

• For example, if you conducted a survey, you would describe the questions included in the survey, where and how the survey was conducted (such as in person, online, over the phone), how many surveys were distributed, and how long your respondents had to complete the survey.
• Include enough detail that your study can be replicated by others in your field, even if they may not get the same results you did. [4] X Research source

• Qualitative research methods typically require more detailed explanation than quantitative methods.
• Basic investigative procedures don't need to be explained in detail. Generally, you can assume that your readers have a general understanding of common research methods that social scientists use, such as surveys or focus groups.

• For example, suppose you conducted a survey and used a couple of other research papers to help construct the questions on your survey. You would mention those as contributing sources.

Justifying Your Choice of Methods

• Describe study participants specifically, and list any inclusion or exclusion criteria you used when forming your group of participants.
• Justify the size of your sample, if applicable, and describe how this affects whether your study can be generalized to larger populations. For example, if you conducted a survey of 30 percent of the student population of a university, you could potentially apply those results to the student body as a whole, but maybe not to students at other universities.

• Reading other research papers is a good way to identify potential problems that commonly arise with various methods. State whether you actually encountered any of these common problems during your research.

• If you encountered any problems as you collected data, explain clearly the steps you took to minimize the effect that problem would have on your results.

• In some cases, this may be as simple as stating that while there were numerous studies using one method, there weren't any using your method, which caused a gap in understanding of the issue.
• For example, there may be multiple papers providing quantitative analysis of a particular social trend. However, none of these papers looked closely at how this trend was affecting the lives of people.

Connecting Your Methods to Your Research Goals

• Depending on your research questions, you may be mixing quantitative and qualitative analysis – just as you could potentially use both approaches. For example, you might do a statistical analysis, and then interpret those statistics through a particular theoretical lens.

• For example, suppose you're researching the effect of college education on family farms in rural America. While you could do interviews of college-educated people who grew up on a family farm, that would not give you a picture of the overall effect. A quantitative approach and statistical analysis would give you a bigger picture.

• If in answering your research questions, your findings have raised other questions that may require further research, state these briefly.
• You can also include here any limitations to your methods, or questions that weren't answered through your research.

• Generalization is more typically used in quantitative research. If you have a well-designed sample, you can statistically apply your results to the larger population your sample belongs to.

Template to Write Research Methodology

Community Q&A

• Organize your methodology section chronologically, starting with how you prepared to conduct your research methods, how you gathered data, and how you analyzed that data. [13] X Research source Thanks Helpful 0 Not Helpful 0
• Write your research methodology section in past tense, unless you're submitting the methodology section before the research described has been carried out. [14] X Research source Thanks Helpful 2 Not Helpful 0
• Discuss your plans in detail with your advisor or supervisor before committing to a particular methodology. They can help identify possible flaws in your study. [15] X Research source Thanks Helpful 0 Not Helpful 0

You Might Also Like

• ↑ http://expertjournals.com/how-to-write-a-research-methodology-for-your-academic-article/
• ↑ http://libguides.usc.edu/writingguide/methodology
• ↑ https://www.skillsyouneed.com/learn/dissertation-methodology.html
• ↑ https://uir.unisa.ac.za/bitstream/handle/10500/4245/05Chap%204_Research%20methodology%20and%20design.pdf
• ↑ https://elc.polyu.edu.hk/FYP/html/method.htm

About This Article

To write a research methodology, start with a section that outlines the problems or questions you'll be studying, including your hypotheses or whatever it is you're setting out to prove. Then, briefly explain why you chose to use either a qualitative or quantitative approach for your study. Next, go over when and where you conducted your research and what parameters you used to ensure you were objective. Finally, cite any sources you used to decide on the methodology for your research. To learn how to justify your choice of methods in your research methodology, scroll down! Did this summary help you? Yes No

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What’s Included: Methodology Template

This template covers all the core components required in the research methodology chapter or section of a typical dissertation or thesis, including:

• The opening section
• Research philosophy
• Research type
• Research strategy
• Time horizon
• Sampling strategy
• Data collection methods
• Data analysis methods
• Conclusion & summary

The purpose of each section is explained in plain language, followed by an overview of the key elements that you need to cover. The template also includes practical examples to help you understand exactly what’s required, along with links to additional free resources (articles, videos, etc.) to help you along your research journey.

The cleanly-formatted Google Doc can be downloaded as a fully editable MS Word Document (DOCX format), so you can use it as-is or convert it to LaTeX.

PS – if you’d like a high-level template for the entire thesis, you can we’ve got that too .

What format is the template (DOC, PDF, PPT, etc.)?

The methodology chapter template is provided as a Google Doc. You can download it in MS Word format or make a copy to your Google Drive. You’re also welcome to convert it to whatever format works best for you, such as LaTeX or PDF.

What types of dissertations/theses can this template be used for?

The methodology template follows the standard format for academic research projects, which means it will be suitable for the vast majority of dissertations and theses (especially those within the sciences), whether they adopt a qualitative, quantitative, or mixed-methods approach. The template is loosely based on Saunders’ research onion , which is recommended as a methodological framework by many universities.

Keep in mind that the exact requirements for the methodology chapter/section will vary between universities and degree programs. These are typically minor, but it’s always a good idea to double-check your university’s requirements before you finalize your structure.

Is this template for an undergrad, Master or PhD-level thesis?

This template can be used for a dissertation, thesis or research project at any level of study. Doctoral-level projects typically require the methodology chapter to be more extensive/comprehensive, but the structure will typically remain the same.

How long should the methodology chapter be?

This can vary a fair deal, depending on the level of study (undergrad, Master or Doctoral), the field of research, as well as your university’s specific requirements. Therefore, it’s best to check with your university or review past dissertations from your program to get an accurate estimate. 

How detailed should my methodology be?

As a rule of thumb, you should provide enough detail for another researcher to replicate your study. This includes clear descriptions of procedures, tools, and techniques you used to collect and analyse your data, as well as your sampling approach.

How technical should my language be in this chapter?

In the methodology chapter, your language should be technical enough to accurately convey your research methods and processes, but also clear and precise to ensure it’s accessible to readers within your field.

Aim for a balance where the technical aspects of your methods are thoroughly explained without overusing jargon or overly complex language.

Should I include a pilot study in my methodology?

If you conducted a pilot study, you can include it in the methodology to demonstrate the feasibility and refinement of your methods. Be sure to obtain the necessary permissions from your research advisor before conducting any pilot studies, though. 

Can I share this template with my friends/colleagues?

Yes, you’re welcome to share this template in its original format (no editing allowed). If you want to post about it on your blog or social media, we kindly request that you reference this page as your source.

Do you have templates for the other chapters?

Yes, we do. We are constantly developing our collection of free resources to help students complete their dissertations and theses. You can view all of our template resources here .

Can Grad Coach help me with my methodology?

Yes, we can assist with your methodology chapter (or any other chapter) on a coaching basis. If you’re interested, feel free to get in touch to discuss our private coaching services .

Writing the Dissertation - Guides for Success: The Methodology

• Writing the Dissertation Homepage
• Overview and Planning
• The Literature Review
• The Methodology
• The Results and Discussion
• The Conclusion
• The Abstract
• Getting Started
• What to Avoid

Overview of writing the methodology

The methodology chapter precisely outlines the research method(s) employed in your dissertation and considers any relevant decisions you made, and challenges faced, when conducting your research. Getting this right is crucial because it lays the foundation for what’s to come: your results and discussion.

Disciplinary differences

Please note: this guide is not specific to any one discipline. The methodology can vary depending on the nature of the research and the expectations of the school or department. Please adapt the following advice to meet the demands of your dissertation and the expectations of your school or department. Consult your supervisor for further guidance; you can also check out our  Writing Across Subjects guide .

Guide contents

As part of the Writing the Dissertation series, this guide covers the most common conventions found in a methodology chapter, giving you the necessary knowledge, tips and guidance needed to impress your markers!  The sections are organised as follows:

• Getting Started  - Defines the methodology and its core characteristics.
• Structure  - Provides a detailed walk-through of common subsections or components of the methodology.
• What to Avoid  - Covers a few frequent mistakes you'll want to...avoid!
• FAQs  - Guidance on first- vs. third-person, secondary literature and more.
• Checklist  - Includes a summary of key points and a self-evaluation checklist.

Training and tools

• The Academic Skills team has recorded a Writing the Dissertation workshop series to help you with each section of a standard dissertation, including a video on writing the method/methodology .
• For more on methods and methodologies, you can check out USC's methodology research guide  and Huddersfield's guide to writing the methodology of an undergraduate dissertation .
• The dissertation planner tool can help you think through the timeline for planning, research, drafting and editing.
• iSolutions offers training and a Word template to help you digitally format and structure your dissertation.

What is the methodology?

The methodology of a dissertation is like constructing a house of cards. Having strong and stable foundations for your research relies on your ability to make informed and rational choices about the design of your study. Everything from this point on – your results and discussion –  rests on these decisions, like the bottom layer of a house of cards.

The methodology is where you explicitly state, in relevant detail, how you conduced your study in direct response to your research question(s) and/or hypotheses. You should work through the linear process of devising your study to implementing it, covering the important choices you made and any potential obstacles you faced along the way.

Methods or methodology?

Some disciplines refer to this chapter as the research methods , whilst others call it the methodology . The two are often used interchangeably, but they are slightly different. The methods chapter outlines the techniques used to conduct the research and the specific steps taken throughout the research process. The methodology also outlines how the research was conducted, but is particularly interested in the philosophical underpinning that shapes the research process. As indicated by the suffix, -ology , meaning the study of something, the methodology is like the study of research, as opposed to simply stating how the research was conducted.

This guide focuses on the methodology, as opposed to the methods, although the content and guidance can be tailored to a methods chapter. Every dissertation is different and every methodology has its own nuances, so ensure you adapt the content here to your research and always consult your supervisor for more detailed guidance.

What are my markers looking for?

Your markers are looking   for your understanding of the complex process behind original (see definition) research. They are assessing your ability to...

• Demonstrate   an understanding of the impact that methodological choices can have on the reliability and validity of your findings, meaning you should engage with ‘why’ you did that, as opposed to simply ‘what’ you did.
• Make   informed methodological choices that clearly relate to your research question(s).

But what does it mean to engage in 'original' research? Originality doesn’t strictly mean you should be inventing something entirely new. Originality comes in many forms, from updating the application of a theory, to adapting a previous experiment for new purposes – it’s about making a worthwhile contribution.

Structuring your methodology

The methodology chapter should outline the research process undertaken, from selecting the method to articulating the tool or approach adopted to analyse your results. Because you are outlining this process, it's important that you structure your methodology in a linear way, showing how certain decisions have impacted on subsequent choices.

Scroll to continue reading, or click a link below to jump immediately to that section:

The 'research onion'

To ensure you write your methodology in a linear way, it can be useful to think of the methodology in terms of layers, as shown in the figure below.

Figure: 'Research onion' from Saunders et al. (2007).

You don't need to precisely follow these exact layers as some won't be relevant to your research. However, the layered 'out to in' structure developed by Saunders et al. (2007) is appropriate for any methodology chapter because it guides your reader through the process in a linear fashion, demonstrating how certain decisions impacted on others. For example, you need to state whether your research is qualitative, quantitative or mixed before articulating your precise research method. Likewise, you need to explain how you collected your data before you inform the reader of how you subsequently analysed that data.

Using this linear approach from 'outer' layer to 'inner' layer, the next sections will take you through the most common layers used to structure a methodology chapter.

Introduction and research outline

Like any chapter, you should open your methodology with an introduction. It's good to start by briefly restating the research problem, or gap, that you're addressing, along with your research question(s) and/or hypotheses. Following this, it's common to provide a very condensed statement that outlines the most important elements of your research design. Here's a short example:

This study adopted qualitative research through a series of semi-structured interviews with seven experienced industry professionals.

Like any other introduction, you can then provide a brief statement outlining what the chapter is about and how it's structured (e.g., an essay map ).

Restating the research problem (or gap) and your research question(s) and/or hypotheses creates a natural transition from your previous review of the literature - which helped you to identify the gap or problem - to how you are now going to address such a problem. Your markers are also going to assess the relevance and suitability of your method and methodological choices against your research question(s), so it's good to 'frame' the entire chapter around the research question(s) by bringing them to the fore.

Research philosophy

A research philosophy is an underlying belief that shapes the way research is conducted. For this reason, as featured in the 'research onion' above, the philosophy should be the outermost layer - the first methodological issue you deal with following the introduction and research outline - because every subsequent choice, from the method employed to the way you analyse data, is directly influenced by your philosophical stance.

You can say something about other philosophies, but it's best to directly relate this to your research and the philosophy you have selected - why the other philosophy isn't appropriate for you to adopt, for instance. Otherwise, explain to your reader the philosophy you have selected (using secondary literature), its underlying principles, and why this philosophy, therefore, is particularly relevant to your research.

The research philosophy is sometimes featured in a methodology chapter, but not always. It depends on the conventions within your school or discipline , so only include this if it's expected.

The reason for outlining the research philosophy is to show your understanding of the role that your chosen philosophy plays in shaping the design and approach of your research study. The philosophy you adopt also indicates your worldview (in the context of this research), which is an important way of highlighting the role you, the researcher, play in shaping new knowledge.

Research method

This is where you state whether you're doing qualitative, quantitative or mixed-methods research before outlining the exact instrument or strategy (see definition) adopted for research (interviews, case study, etc.). It's also important that you explain why you have chosen that particular method and strategy. You can also explain why you're not adopting an alternate form of research, or why you haven't used a particular instrument, but keep this brief and use it to reinforce why you have chosen your method and strategy.

Your research method, more than anything else, is going to directly influence how effectively you answer your research question(s). For that reason, it's crucial that you emphasise the suitability of your chosen method and instrument for the purposes of your research.                       

Data collection

The data collection part of your methodology explain the process of how you accessed and collected your data. Using an interview as a qualitative example, this might include the criteria for selecting participants, how you recruited the participants and how and where you conducted the interviews. There is often some overlap with data collection and research method, so don't worry about this. Just make sure you get the essential information across to your reader.

The details of how you accessed and collected your data are important for replicability purposes - the ability for someone to adopt the same approach and repeat the study. It's also important to include this information for reliability and consistency purposes (see  validity and reliability  on the next tab of this guide for more).

Data analysis

After describing how you collected the data, you need to identify your chosen method of data analysis. Inevitably, this will vary depending on whether your research is qualitative or quantitative (see note below).

Qualitative research tends to be narrative-based where forms of ‘coding’ are employed to categorise and group the data into meaningful themes and patterns (Bui, 2014). Quantitative deals with numerical data meaning some form of statistical approach is taken to measure the results against the research question(s).

Tell your reader which data analysis software (such as SPSS or Atlast.ti) or method you’ve used and why, using relevant literature. Again, you can mention other data analysis tools that you haven’t used, but keep this brief and relate it to your discussion of your chosen approach. This isn’t to be confused with the results and discussion chapters where you actually state and then analyse your results. This is simply a discussion of the approach taken, how you applied this approach to your data and why you opted for this method of data analysis.

Detail of how you analysed your data helps to contextualise your results and discussion chapters. This is also a validity issue (see next tab of guide), as you need to ensure that your chosen method for data analysis helps you to answer your research question(s) and/or respond to your hypotheses. To use an example from Bui (2014: 155), 'if one of the research questions asks whether the participants changed their behaviour before and after the study, then one of the procedures for data analysis needs to be a comparison of the pre- and postdata'.

Validity and reliability

Validity simply refers to whether the research method(s) and instrument(s) applied are directly suited to meet the purposes of your research – whether they help you to answer your research question(s), or allow you to formulate a response to your hypotheses.

Validity can be separated into two forms: internal and external. The difference between the two is defined by what exists inside the study (internal) and what exists outside the study (external).

• Internal validity is the extent to which ‘the results obtained can be attributed to the manipulation of the independent variable' (Salkind, 2011: 147).
• External validity refers to the application of your study’s findings outside the setting of your study. This is known as generalisability , meaning to what extent are the results applicable to a wider context or population.

Reliability

Reliability refers to the consistency with which you designed and implemented your research instrument(s). The idea behind this is to ensure that someone else could replicate your study and, by applying the instrument in the exact same way, would achieve the same results. This is crucial to quantitative and scientific based research, but isn’t strictly the case with qualitative research given the subjective nature of the data.

With qualitative data, it’s important to emphasise that data was collected in a consistent way to avoid any distortions. For example, let’s say you’ve circulated a questionnaire to participants. You would want to ensure that every participant receives the exact same questionnaire with precisely the same questions and wording, unless different questionnaires are required for different members of the sample for the purposes of the research.

Ethical considerations

Any research involving human participants needs to consider ethical factors. In response, you need to show your markers that you have implemented the necessary measures to cover the relevant ethical issues. These are some of the factors that are typically included:

• How did you gain the consent of participants, and how did you formally record this consent?
• What measures did you take to ensure participants had enough understanding of their role to make an informed decision, including the right to withdraw at any stage?
• What measures did you take to maintain the confidentiality of participants during the research and, potentially, for the write-up?
• What measures did you take to store the raw data and protect it from external access and use prior to the write-up?

These are only a few examples of the ethical factors you need to write about in your methodology. Depending on the nature of your research, ethical considerations might form a significant part of your methodology chapter, or may only constitute a few sentences. Either way, it’s imperative that you show your markers that you’ve considered the relevant ethical implications of your research.

Limitations

Don’t make the mistake of ignoring the limitations of your study (see the next tab, 'What to Avoid', for more on this) – it’s a common part of research and should be confronted. Limitations of research can be diverse, but tend to be logistical issues relating to time, scope and access . Whilst accepting that your study has certain limitations, the key is to put a positive spin on it, like the example below:

Despite having a limited sample size compared to other similar studies, the number of participants is enough to provide sufficient data, whilst the in-depth nature of the interviews facilitates detailed responses from participants.

• Bui, Y. N. (2014) How to Write a Master’s Thesis. 2dn Edtn. Thousand Oaks, CA: Sage.
• Guba, E. G. and Lincoln, Y. S. (1994) ‘Competing paradigms in qualitative research’, in Denzin, N. K. and Lincoln, N. S. (eds.) Handbook of Qualitative Research. Thousand Oaks, CA: Sage, pp. 105-117.
• Salkind, N. J. (2011) ‘Internal and external validity’, in Moutinho, L. and Hutchenson, G. D. (eds.) The SAGE Dictionary of Quantitative Management Research . Thousand Oaks, CA: Sage, pp. 147-149.
• Saunders, M., Lewis, P. and Thornhill, A. (2007) Research Methods for Business Students . 4th Edtn. Harlow: Pearson.

What to avoid

This portion of the guide will cover some common missteps you should try to avoid in writing your methodology.

Ignoring limitations

It might seem instinctive to hide any flaws or limitations with your research to protect yourself from criticism. However, you need to highlight any problems you encountered during the research phase, or any limitations with your approach. Your markers are expecting you to engage with these limitations and highlight the kind of impact they may have had on your research.

Just be careful that you don’t overstress these limitations. Doing so could undermine the reliability and validity of your results, and your credibility as a researcher.

Literature review of methods

Don’t mistake your methodology chapter as a detailed review of methods employed in other studies. This level of detail should, where relevant, be incorporated in the literature review chapter, instead (see our Writing the Literature Review guide ). Any reference to methodological choices made by other researchers should come into your methodology chapter, but only in support of the decisions you made.

Unnecessary detail

It’s important to be thorough in a methodology chapter. However, don’t include unnecessary levels of detail. You should provide enough detail that allows other researchers to replicate or adapt your study, but don’t bore your reader with obvious or extraneous detail.

Any materials or content that you think is worth including, but not essential in the chapter, could be included in an appendix (see definition). These don’t count towards your word count (unless otherwise stated), and they can provide further detail and context for your reader. For instance, it’s quite common to include a copy of a questionnaire in an appendix, or a list of interview questions.

Q: Should the methodology be in the past or present tense?

A: The past tense. The study has already been conducted and the methodological decisions have been implemented, meaning the chapter should be written in the past tense. For example...

Data was collected over the course of four weeks.

I informed participants of their right to withdraw at any time.

The surveys included ten questions about job satisfaction and ten questions about familial life (see Appendix).

Q: Should the methodology include secondary literature?

A: Yes, where relevant. Unlike the literature review, the methodology is driven by what you did rather than what other people have done. However, you should still draw on secondary sources, when necessary, to support your methodological decisions.

Q: Do you still need to write a methodology for secondary research?

A: Yes, although it might not form a chapter, as such. Including some detail on how you approached the research phase is always a crucial part of a dissertation, whether primary or secondary. However, depending on the nature of your research, you may not have to provide the same level of detail as you would with a primary-based study.

For example, if you’re analysing two particular pieces of literature, then you probably need to clarify how you approached the analysis process, how you use the texts (whether you focus on particular passages, for example) and perhaps why these texts are scrutinised, as opposed to others from the relevant literary canon.

In such cases, the methodology may not be a chapter, but might constitute a small part of the introduction. Consult your supervisor for further guidance.

Q: Should the methodology be in the first-person or third?

A: It’s important to be consistent , so you should use whatever you’ve been using throughout your dissertation. Third-person is more commonly accepted, but certain disciplines are happy with the use of first-person. Just remember that the first-person pronoun can be a distracting, but powerful device, so use it sparingly. Consult your supervisor for further guidance.

It’s important to remember that all research is different and, as such, the methodology chapter is likely to be very different from dissertation to dissertation. Whilst this guide has covered the most common and essential layers featured in a methodology, your methodology might be very different in terms of what you focus on, the depth of focus and the wording used.

What’s important to remember, however, is that every methodology chapter needs to be structured in a linear, layered way that guides the reader through the methodological process in sequential order. Through this, your marker can see how certain decisions have impacted on others, showing your understanding of the research process.

Here’s a final checklist for writing your methodology. Remember that not all of these points will be relevant for your methodology, so make sure you cover whatever’s appropriate for your dissertation. The asterisk (*) indicates any content that might not be relevant for your dissertation. You can download a copy of the checklist to save and edit via the Word document, below.

• Methodology self-evaluation checklist

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Writing Methodology

Outlining your methodology lies at the core of your paper, and fulfills one of the basic principles underlying the scientific method.

This article is a part of the guide:

• Outline Examples
• Example of a Paper
• Write a Hypothesis
• Introduction

Browse Full Outline

• 1 Write a Research Paper
• 2 Writing a Paper
• 3.1 Write an Outline
• 3.2 Outline Examples
• 4.1 Thesis Statement
• 4.2 Write a Hypothesis
• 5.2 Abstract
• 5.3 Introduction
• 5.4 Methods
• 5.5 Results
• 5.6 Discussion
• 5.7 Conclusion
• 5.8 Bibliography
• 6.1 Table of Contents
• 6.2 Acknowledgements
• 6.3 Appendix
• 7.1 In Text Citations
• 7.2 Footnotes
• 7.3.1 Floating Blocks
• 7.4 Example of a Paper
• 7.5 Example of a Paper 2
• 7.6.1 Citations
• 7.7.1 Writing Style
• 7.7.2 Citations
• 8.1.1 Sham Peer Review
• 8.1.2 Advantages
• 8.1.3 Disadvantages
• 8.2 Publication Bias
• 8.3.1 Journal Rejection
• 9.1 Article Writing
• 9.2 Ideas for Topics

Any scientific paper needs to be verifiable by other researchers, so that they can review the results by replicating the experiment themselves and testing the validity .

To encourage this, you need to give a completely accurate description of the equipment and the techniques used for gathering the data.

Finally, you must provide an explanation of how the raw data was compiled and analyzed.

Writing Methodology Allows Verification

In science, you are (hopefully) never presenting a personal opinion or arguing for preconceived biases. The value of your work rests squarely on how well it conforms to the principles of the scientific method. Other scientists are not going to take your word for it; they need to be able to evaluate firsthand whether your methodology is sound.

In addition, it is useful for the reader to understand how you obtained your data, because it allows them to evaluate the quality of the results .

For example, if you were trying to obtain data about shopping preferences, you will obtain different results from a multiple-choice questionnaire than from a series of open interviews.

Laying out your methodology allows the reader to make their own decision about the validity of the data and understand how this may have produced the results it did.

If the research about shopping preferences were built on a single case study , it would have little external validity . The reader would rightly see these results very differently from those of a study with a more vigorous experimental design and thousands of participants.

The Structure Behind Your Paper

Whilst there are slight variations according to the exact type of research, the methodology can usually be divided into a few sections.

• Describe the materials and equipment used in the research.
• Explain how the samples were gathered, any randomization techniques and how the samples were prepared.
• Explain how the measurements  were made and what calculations were performed upon the raw data.
• Describe the statistical techniques used on the data.

This is the very basic structure behind your methodology, and lays out the most important aspects of how you actually carried out your research.

The writing for the method should be clear and concise. The major point is not to stray off into giving background info, interpretation, or irrelevant detail. Write from your reader’s perspective. You won’t need to explain things they already know, but you will need to paint a precise picture of your methods.

For example, in a psychology paper, there is no need to describe a Skinner box, as it’s design is well known to psychologists. However, you would need to explain exactly how the box was used, to allow exact replication. You would also note any area where you deviated from what your readers will expect. If you used a Skinner box but one broke midway through your experiment, you’ll need to explain this clearly. Likewise you’ll need to explain any modifications or variations you made to what you initially set out to do.

Whilst not always possible, the methodology should be written in chronological order, always using the past tense.

Writing Methodology at the Core of the Research Paper

A well laid out and logical methodology section will provide a solid backbone for the entire research paper, and will lead to a strong results section.

The only real difficulty with the methods section is finding the balance between keeping the section short, whilst including all the relevant information.

The other problem is finding the correct style of writing : APA guidelines suggest that you should use 'I' and 'We', but most supervisors still prefer an impersonal passive tense. Check this with your supervisor before you start writing, to avoid unnecessary editing!

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Martyn Shuttleworth (Jan 4, 2009). Writing Methodology. Retrieved May 20, 2024 from Explorable.com: https://explorable.com/writing-methodology

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The One Method That Changes Your—and All Students’—Writing

Science-based writing methods can achieve dramatic results..

Posted May 14, 2024 | Reviewed by Abigail Fagan

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• A focus on writing style might have limited the method's impacts.

I remember spending hours commenting painstakingly on my students’ papers when I was a graduate student teaching in the Expository Writing Program at New York University. My students loved our classes, and they filled my sections and gave me terrific course evaluations. Yet I could see that their writing failed to change significantly over the course of the semester. I ended up feeling as if I should refund their money, haunted by the blunt instruments we had to teach writing.

As I’ve learned from directing five writing programs at three different universities, methods matter. When I reviewed comments on papers from instructors who taught in my programs, I discovered that the quantity and quality of comments on students’ papers made only a slight impact on writing outcomes. For instance, one notoriously lazy instructor took several weeks to return assignments and only used spelling and grammar checkers to automate comments. But his conscientious colleague made dozens of sharp observations about students’ arguments, paragraphs, and sentences. However, Mr. Conscientious’ students improved perhaps only 10% over Mr. Minimalist’s students. Even then, the differences stemmed from basic guidelines Mr. Conscientious insisted his students write to, which included providing context sentences at the outset of their essay introductions.

Educators have also poured resources into teaching writing, with increasing numbers of hours dedicated to teaching writing across primary, secondary, and higher education . Yet studies continue to find writing skills inadequate . In higher education, most universities require at least a year of writing-intensive courses, with many universities also requiring writing across the curriculum or writing in the disciplines to help preserve students’ writing skills. However, writing outcomes have remained mostly unchanged .

While pursuing my doctorate, I dedicated my research to figuring out how writing worked. As a graduate student also teaching part-time, I was an early convert to process writing. I also taught those ancient principles of logos, ethos, and pathos, as well as grammar and punctuation. Nevertheless, these frameworks only created a canvas for students’ writing. What was missing: how writers should handle words, sentence structure, and relationships between sentences.

Yet researchers published the beginnings of a science-based writing method over 30 years ago. George Gopen, Gregory Colomb, and Joseph Williams created a framework for identifying how to maximize the clarity, coherence, and continuity of writing. In particular, Gopen and Swan (1990) created a methodology for making scientific writing readable . This work should have been a revelation to anyone teaching in or directing a writing program. But, weirdly, comparatively few writing programs or faculty embraced this work, despite Williams, Colomb, and Gopen publishing both research and textbooks outlining the method and process.

Peculiarly, this framework—represented by Williams’ Style series of textbooks and Gopen’s reader expectation approach—failed to become standard in writing courses, likely because of two limitations. First, both Gopen and Williams hewed to a relativistic stance on writing methods, noting that rule-flouting often creates a memorable style. This stance created a raft of often-contradictory principles for writing. For example, Williams demonstrated that beginning sentences with There is or There are openings hijacked the clarity of sentences, then argued writers should use There is or There are to shunt important content into sentence emphasis positions, where readers recall content best. Second, these researchers failed to tie this writing framework to the wealth of data in psycholinguistics, cognitive neuroscience , or cognitive psychology on how our reading brains process written English. For instance, textbooks written by these three principal researchers avoid any mention of why emphasis positions exist at the ends of sentences and paragraphs—despite the concept clearly originating in the recency effect. This limitation may stem from the humanities’ long-held antipathy to the idea that writing is a product, rather than a process. Or even that science-based methods can help teachers and programs measure the effectiveness of writing, one reason why university First-Year Writing programs have failed to improve students’ writing in any measurable way.

Nevertheless, when you teach students how our reading brains work, you create a powerful method for rapidly improving their writing—in any course that requires writing and at all levels of education. Students can grasp how writing works as a system and assess the costs and benefits of decisions writers face, even as they choose their first words. This method also works powerfully to help students immediately understand how, for instance, paragraph heads leverage priming effects to shape readers’ understanding of paragraph content.

Using this method, I and my colleagues have helped students use a single writing assignment to secure hundreds of jobs, win millions in grant funding, and advance through the ranks in academia. However, we’ve also used the same method without modifications in elementary and secondary classrooms to bolster students’ writing by as much as three grade levels in a single year.

Perhaps the time has arrived for this well-kept secret to revolutionizing student writing outcomes to begin making inroads into more writing classrooms.

Gopen, G. D. and J. A. Swan (1990). "The Science of Scientific Writing." American Scientist 78(6): 550-558.

Gopen, George. The Sense of Structure: Writing from the Reader’s Perspective . Pearson, 2004.

Gopen, George. Expectations: Teaching Writing from the Reader’s Perspective . Pearson, 2004.

Williams, Joseph. Style: Toward Clarity and Grace . University of Chicago Press, 1995.

Williams, Joseph. Style: Ten Lessons in Clarity and Grace . Harper Collins, 1994.

Williams, Joseph. Style: The Basics of Clarity and Grace . Longman, 2002.

Jane Yellowlees Douglas, Ph.D. , is a consultant on writing and organizations. She is also the author, with Maria B. Grant, MD, of The Biomedical Writer: What You Need to Succeed in Academic Medicine .

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