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Research Methods guide, Unit 1, step 1 of 16Guide overviewNext step

Step 1: What Is Research?

MatchesResearch methods modules, week 1 · dissertation preparation · IB Extended Essay and A-level NEA guidance
In 30 seconds
  • Research is a systematic way of answering a question with evidence, carried out so that someone else can check how you reached your answer.
  • Research can describe (what is happening?), explain (why?), evaluate (did it work?) or explore (what is going on here at all?).
  • Quantitative research works with numbers and large samples; qualitative research works with words, meanings and smaller samples; mixed methods combines them.
  • Deductive research tests an existing theory; inductive research builds ideas up from the data.
  • Every project, from a 4,000-word Extended Essay to a PhD, moves through the same cycle: question, literature, design, data, analysis, write-up.
Video lesson coming soonA short animated lesson for this step will appear here.

Research is more than looking things up

In everyday speech, “doing research” can mean reading a few web pages before buying a phone. In a university, research means something stricter. You start with a question nobody has fully answered for your setting, you collect or find evidence in a planned way, you analyse it with methods others recognise, and you report what you did in enough detail that a reader could repeat it or challenge it.

Key termResearch is a systematic, transparent investigation that uses evidence to answer a clearly stated question. Systematic means planned in advance; transparent means the methods are reported so others can judge or repeat them.

Throughout this guide we follow one running project: a student wants to know how part-time jobs affect university students’ studies. You will see the same project move from a vague interest to a research question, a design, a questionnaire, interviews, analysis and a finished dissertation.

Research Methods Made Simple textbook coverChapter 1 of Research Methods Made Simple covers this in full, with templates for every stage of your project.Get the textbook · $15

Four purposes of research

Before choosing any method, decide what kind of answer you want. The purpose shapes everything that follows.

PurposeThe question it answersPart-time jobs example
DescriptiveWhat is happening, and how much?What share of students work, and for how many hours a week?
ExplanatoryWhy does it happen? What causes what?Do longer working hours lower students’ marks?
EvaluativeDid a programme or policy work?Did the university’s time-management workshop help working students?
ExploratoryWhat is going on? What matters to people?How do working students describe juggling shifts and deadlines?

Quantitative, qualitative and mixed methods

The two big families of methods answer different kinds of question. Neither is “better”; each is better at something.

QuantitativeQualitative
DataNumbers: counts, scores, ratingsWords, images, observations
Typical sampleLarge, chosen to represent a populationSmall, chosen for rich information
Typical methodsSurveys, experiments, secondary datasetsInterviews, focus groups, observation, documents
AnalysisStatistics: averages, tests, regressionCoding and themes
StrengthHow much, how many, how strongHow and why, in people’s own terms

Mixed methods uses both in one study. A common design is a survey of 300 students to measure working hours and marks, followed by 10 interviews to understand why some working students cope well and others do not (Step 14).

In your dissertationJustify your choice of methods from your question, not from what you feel comfortable with. “I chose a survey because my question asks how common something is across the student population” earns marks; “I chose a survey because I like numbers” does not.

Deductive and inductive reasoning

Deductive research starts with a theory, turns it into a hypothesis and tests it with data. Time-allocation theory says hours spent working are hours not spent studying, so you might hypothesise that students who work more than 15 hours a week score lower marks, then test that with survey data.

Inductive research starts with the data and builds ideas upward. You interview working students with no fixed hypothesis and notice that many describe their job as giving structure to the week. That pattern becomes a new idea to explore.

Key termsDeductive: theory → hypothesis → data → confirm or reject. Inductive: data → patterns → theory. Abductive: moving back and forth, seeking the best explanation for a surprising finding.

The research cycle

Almost every project follows the same stages. The rest of this guide takes them one at a time.

StageWhat you doGuide step
1. QuestionTurn a topic into a focused, answerable questionStep 2
2. LiteratureFind out what is already known and where the gap isStep 3
3. EthicsPlan how to protect participants and dataStep 4
4. DesignChoose the design, sample and measuresSteps 5–8
5. DataCollect it, or find secondary dataSteps 8, 9 and 14
6. AnalysisCode the words, or run the statisticsSteps 10–13
7. Write-upReport, reference and defendSteps 15–16

The cycle is not a straight line. A literature search can change your question; a pilot survey can change your design. Good researchers expect to loop back.

Worked example

Classify each project by purpose and by approach. (a) Counting how many students in a city use food banks. (b) Testing whether a free breakfast scheme raised attendance. (c) Interviewing 12 international students about their first term.

Step 1(a) asks “how many?”: descriptive, and naturally quantitative (a survey or administrative data).
Step 2(b) asks “did it work?”: evaluative. It needs numbers on attendance before and after, ideally with a comparison group, so it is quantitative and usually deductive.
Step 3(c) asks “what is the experience like?”: exploratory, qualitative and inductive.
Step 4Notice the method follows from the question in every case.

What makes research good?

Examiners and supervisors judge research against a few shared standards. You will meet each in detail later, but it helps to know them from the start.

  • Validity: are you measuring what you claim, and do your conclusions follow? (Step 7)
  • Reliability: would you get the same result if you repeated the measurement?
  • Generalisability: does the finding apply beyond your sample? (Step 6)
  • Trustworthiness, for qualitative work: credibility, transferability, dependability and confirmability (Step 10).
  • Ethics and integrity: participants protected, data honest, sources credited (Step 4).
Common mistakeTreating a literature summary as research. A dissertation that only describes what others found, with no question of its own and no evidence collected or analysed, is a review, not an empirical study. Unless your course asks for a pure literature review, you need your own question and your own analysis.
Research Methods Made Simple Practice Questions coverPractise until it sticks: Research Methods Made Simple Practice Questions has 1,004 questions, each with a worked answer.Get the practice book · $9

Practise: 6 questions

Try each one on paper first, then check the worked answer.

EasyQ1. Give the purpose (descriptive, explanatory, evaluative or exploratory) of: (a) “What percentage of graduates are in work six months later?” (b) “Why do some students drop out in the first year?” Show worked answer
(a) Descriptive: it asks how many.
(b) Explanatory if you test specific causes with data; exploratory if you interview students to discover the reasons in their own words. Either is defensible if justified.
EasyQ2. State two differences between quantitative and qualitative research. Show worked answer
Any two of: quantitative uses numbers, qualitative uses words; quantitative uses large representative samples, qualitative uses small information-rich samples; quantitative analyses with statistics, qualitative with coding and themes; quantitative answers “how much”, qualitative answers “how and why”.
MediumQ3. Is this deductive or inductive? A researcher reads that student loans increase stress, hypothesises that students with larger loans report higher stress scores, and tests it on 400 survey responses. Show worked answer
Deductive. It starts from existing theory, derives a testable hypothesis and uses data to confirm or reject it.
MediumQ4. A student plans to survey 50 friends on Instagram about their part-time jobs and conclude what “UK students” think. Name the standard of good research this most threatens, and why. Show worked answer
Generalisability (external validity). Friends on one social network are not a random or representative sample of UK students, so the results cannot be safely extended to that population. The student should narrow the claim or improve the sample (Step 6).
MediumQ5. Suggest a mixed-methods design for “How do part-time jobs affect students’ studies?” and say what each part adds. Show worked answer
Phase 1: a survey of a few hundred students recording working hours, study hours and marks, to measure how common work is and how strongly hours relate to marks. Phase 2: about 10 interviews with working students chosen from the survey, to explain the pattern, for example why some students who work long hours still do well. The survey gives breadth; the interviews give depth and reasons.
ExamQ6. “Research is just finding information.” Evaluate this statement. [6] Show worked answer
Agree in part: research does involve finding information [1]. But research is distinguished by a clear question [1], a planned, systematic method [1], analysis that goes beyond collecting facts [1], and transparent reporting so others can check or repeat it [1]. Conclusion: finding information is necessary but not sufficient; research is the systematic and transparent use of evidence to answer a question [1].

Check yourself

1. Which question is evaluative?

Evaluative research judges whether a programme or policy worked.

2. Inductive research

Inductive reasoning moves from data to theory; deductive moves from theory to data.

3. The word that best separates research from casual information-gathering is

Research is planned and transparent, so others can check how the answer was reached.

Your score: 0 out of 3

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The short version

  • Research is the systematic, transparent use of evidence to answer a clear question.
  • Purposes: describe, explain, evaluate, explore. The purpose decides the method.
  • Quantitative = numbers and breadth; qualitative = words and depth; mixed methods = both.
  • Deductive tests theory; inductive builds it.
  • The cycle: question, literature, ethics, design, data, analysis, write-up, with loops back.

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The practice book has 1,004 more, from quick recall to exam style.
Next: step 2 of 16From Topic to Research Question