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In its most common sense, methodology is the study of
research Research is "creativity, creative and systematic work undertaken to increase the stock of knowledge". It involves the collection, organization and analysis of evidence to increase understanding of a topic, characterized by a particular att ...
methods. However, the term can also refer to the methods themselves or to the
philosophical Philosophy (from , ) is the systematized study of general and fundamental questions, such as those about existence, reason, knowledge, values, mind, and language. Such questions are often posed as problems to be studied or resolved. Some ...
discussion of associated background assumptions. A method is a structured procedure for bringing about a certain goal. In the context of research, this goal is usually to discover new
knowledge Knowledge can be defined as awareness of facts or as practical skills, and may also refer to familiarity with objects or situations. Knowledge of facts, also called propositional knowledge, is often defined as true belief that is distinc ...
or to verify pre-existing knowledge claims. This normally involves various steps, like choosing a
sample Sample or samples may refer to: Base meaning * Sample (statistics), a subset of a population – complete data set * Sample (signal), a digital discrete sample of a continuous analog signal * Sample (material), a specimen or small quantity of s ...
, collecting data from this sample, and interpreting this data. The study of methods involves a detailed description and analysis of these processes. It includes evaluative aspects by comparing different methods to assess their advantages and disadvantages relative to different research goals and situations. This way, a methodology can help make the research process efficient and reliable by guiding researchers on which method to employ at each step. These descriptions and evaluations of methods often depend on philosophical background assumptions. The assumptions are about issues like how the studied phenomena are to be
concept Concepts are defined as abstract ideas. They are understood to be the fundamental building blocks of the concept behind principles, thoughts and beliefs. They play an important role in all aspects of cognition. As such, concepts are studied by s ...
ualized, what constitutes
evidence Evidence for a proposition is what supports this proposition. It is usually understood as an indication that the supported proposition is true. What role evidence plays and how it is conceived varies from field to field. In epistemology, evidenc ...
for or against them, and what the general goal of research is. When understood in the widest sense, methodology also includes the discussion of these more abstract issues. The most discussed distinction among types of methodologies is between the
quantitative Quantitative may refer to: * Quantitative research, scientific investigation of quantitative properties * Quantitative analysis (disambiguation) * Quantitative verse, a metrical system in poetry * Statistics, also known as quantitative analysis ...
and the qualitative approach. Quantitative research is the main methodology of the
natural science Natural science is one of the branches of science concerned with the description, understanding and prediction of natural phenomena, based on empirical evidence from observation and experimentation. Mechanisms such as peer review and repeatab ...
s. It uses precise numerical
measurement Measurement is the quantification of attributes of an object or event, which can be used to compare with other objects or events. In other words, measurement is a process of determining how large or small a physical quantity is as compared ...
s, usually with the goal of finding universal laws that can be utilized to make
prediction A prediction (Latin ''præ-'', "before," and ''dicere'', "to say"), or forecast, is a statement about a future event or data. They are often, but not always, based upon experience or knowledge. There is no universal agreement about the exact ...
s about future events. Qualitative research is more characteristic of the
social science Social science is one of the branches of science, devoted to the study of societies and the relationships among individuals within those societies. The term was formerly used to refer to the field of sociology, the original "science of soc ...
s and gives less prominence to exact numerical measurements. It is often concerned with
human behavior Human behavior is the potential and expressed capacity ( mentally, physically, and socially) of human individuals or groups to respond to internal and external stimuli throughout their life. Kagan, Jerome, Marc H. Bornstein, and Richard M. L ...
and
experience Experience refers to conscious events in general, more specifically to perceptions, or to the practical knowledge and familiarity that is produced by these conscious processes. Understood as a conscious event in the widest sense, experience involv ...
. It aims more at an in-depth understanding of the meaning of the studied phenomena and less at universal and predictive laws. The
sample size Sample size determination is the act of choosing the number of observations or Replication (statistics), replicates to include in a statistical sample. The sample size is an important feature of any empirical study in which the goal is to make stat ...
in qualitative research is usually small in comparison to quantitative research. Many discussions in methodology concern the question of whether the quantitative approach is superior, especially whether it is adequate when applied to the social domain. In recent decades, many social scientists have started using
mixed-methods research Multimethodology or multimethod research includes the use of more than one method of data collection or research in a research study or set of related studies. Mixed methods research is more specific in that it includes the mixing of qualitative a ...
, which combines both methodologies. Another classification distinguishes between substantive and formal methodologies. Important in this regard is whether the research seeks particular insights in one specific area or more general insights governing many different fields. The methodological outlook known as "proceduralism" is controversial and holds that the goal of methodology is to precisely codify rules that automatically lead to good research if followed exactly, similar to a recipe. Many theorists have argued that methodology is important for various issues. For example, a proper understanding of it may help researchers arrive at reliable theories in an efficient manner. In some cases, the same factual material can even lead to very different conclusions depending on the chosen methodology. Interest in methodology has risen significantly in the 20th century. One reason for this may be that many global problems faced by contemporary society can only be solved through
interdisciplinary Interdisciplinarity or interdisciplinary studies involves the combination of multiple academic disciplines into one activity (e.g., a research project). It draws knowledge from several other fields like sociology, anthropology, psychology, ec ...
work. Methodological advances aid such collaborative efforts by making it easier for researchers from one field to understand how their peers from another field arrive at knowledge. Nonetheless, many criticisms of methodology have also been voiced. Many objections are directed at specific methodological outlooks, for example, at outlooks that give primacy to quantitative research. A few criticisms are more wide-ranging in that they reject methodology as a discipline in general. In this regard, some critics hold that it is useless based on the claim that what matters is the usage of methods but not studying them. More severe criticisms see methodology as harmful, for example, because reflection on methods may lead to more mistakes than blindly following them or because the focus on method restricts the
freedom Freedom is understood as either having the ability to act or change without constraint or to possess the power and resources to fulfill one's purposes unhindered. Freedom is often associated with liberty and autonomy in the sense of "giving on ...
and
creativity Creativity is a phenomenon whereby something new and valuable is formed. The created item may be intangible (such as an idea, a scientific theory, a musical composition, or a joke) or a physical object (such as an invention, a printed literary w ...
of researchers. Methodology is relevant to various fields. The dominant methodology in the natural sciences is called the
scientific method The scientific method is an empirical method for acquiring knowledge that has characterized the development of science since at least the 17th century (with notable practitioners in previous centuries; see the article history of scientific m ...
. It includes steps like
observation Observation is the active acquisition of information from a primary source. In living beings, observation employs the senses. In science, observation can also involve the perception and recording of data via the use of scientific instruments. The ...
, the formulation of a
hypothesis A hypothesis (plural hypotheses) is a proposed explanation for a phenomenon. For a hypothesis to be a scientific hypothesis, the scientific method requires that one can test it. Scientists generally base scientific hypotheses on previous obse ...
, conducting an
experiment An experiment is a procedure carried out to support or refute a hypothesis, or determine the efficacy or likelihood of something previously untried. Experiments provide insight into Causality, cause-and-effect by demonstrating what outcome oc ...
designed for this specific hypothesis, comparing the measurements to the expected results, and publishing these findings. Common methods found in the social sciences are surveys,
interviews An interview is a structured conversation where one participant asks questions, and the other provides answers.Merriam Webster DictionaryInterview Dictionary definition, Retrieved February 16, 2016 In common parlance, the word "interview" r ...
,
focus groups A focus group is a group interview involving a small number of demographically similar people or participants who have other common traits/experiences. Their reactions to specific researcher/evaluator-posed questions are studied. Focus groups are ...
, and the
nominal group technique The nominal group technique (NGT) is a group process involving problem identification, solution generation, and decision making. It can be used in groups of many sizes, who want to make their decision quickly, as by a vote, but want everyone's opini ...
. Surveys usually involve a large sample size and use
questionnaire A questionnaire is a research Research is "creativity, creative and systematic work undertaken to increase the stock of knowledge". It involves the collection, organization and analysis of evidence to increase understanding of a topic, ...
s with closed questions. Interviews normally include some
open questions In science and mathematics, an open problem or an open question is a known problem which can be accurately stated, and which is assumed to have an objective and verifiable solution, but which has not yet been solved (i.e., no solution for it is kno ...
. For
structured interview A structured interview (also known as a standardized interview or a researcher-administered survey) is a quantitative research method commonly employed in survey research. The aim of this approach is to ensure that each interview is presented with ...
s, all questions are pre-planned while
unstructured interview An unstructured interview or non-directive interview is an interview in which questions are not prearranged. These non-directive interviews are considered to be the opposite of a structured interview which offers a set amount of standardized ques ...
s require the moderator to improvise and ask unplanned questions based on the flow of the interview. Focus groups involve a group interview of a small number of demographically similar people and usually include open discussions as well. The nominal group technique is a slight variation of focus groups that organizes the group exchange in a more structured manner. This helps to minimize certain group effects that may influence how the participants respond.
Philosophical methodology In its most common sense, philosophical methodology is the field of inquiry studying the methods used to do philosophy. But the term can also refer to the methods themselves. It may be understood in a wide sense as the general study of principles ...
belongs to
metaphilosophy Metaphilosophy, sometimes called the philosophy of philosophy, is "the investigation of the nature of philosophy". Its subject matter includes the aims of philosophy, the boundaries of philosophy, and its methods. Thus, while philosophy character ...
and discusses methods like
methodological skepticism Cartesian doubt is a form of methodological skepticism associated with the writings and methodology of René Descartes (March 31, 1596Feb 11, 1650). Scruton, R.''Modern Philosophy: An Introduction and Survey''(London: Penguin Books, 1994). Leiber, ...
, the phenomenological method,
conceptual analysis Philosophical analysis is any of various techniques, typically used by philosophers in the analytic tradition, in order to "break down" (i.e. analyze) philosophical issues. Arguably the most prominent of these techniques is the analysis of concepts ...
, and
thought experiment A thought experiment is a hypothetical situation in which a hypothesis, theory, or principle is laid out for the purpose of thinking through its consequences. History The ancient Greek ''deiknymi'' (), or thought experiment, "was the most anci ...
s. In
mathematics Mathematics is an area of knowledge that includes the topics of numbers, formulas and related structures, shapes and the spaces in which they are contained, and quantities and their changes. These topics are represented in modern mathematics ...
, synthetic methods proceed from the known to the unknown while analytic methods trace a path from the unknown to the known.
Statistics Statistics (from German language, German: ''wikt:Statistik#German, Statistik'', "description of a State (polity), state, a country") is the discipline that concerns the collection, organization, analysis, interpretation, and presentation of ...
is concerned with methods used to analyze, interpret, and present data.


Definitions

The term "methodology" is associated with a variety of meanings. In its most common usage, it refers either to a method, to the field of inquiry studying methods, or to
philosophical Philosophy (from , ) is the systematized study of general and fundamental questions, such as those about existence, reason, knowledge, values, mind, and language. Such questions are often posed as problems to be studied or resolved. Some ...
discussions of background assumptions involved in these processes. Some researchers distinguish methods from methodologies by holding that methods are modes of
data collection Data collection or data gathering is the process of gathering and measuring information on targeted variables in an established system, which then enables one to answer relevant questions and evaluate outcomes. Data collection is a research com ...
while methodologies are more general research strategies that determine how to conduct a research project. In this sense, methodologies include various theoretical commitments about the intended outcomes of the investigation.


As method

The term "methodology" is sometimes used as a synonym for the term "method". A method is a way of reaching some predefined goal. It is a planned and structured procedure for solving a theoretical or practical problem. In this regard, methods stand in contrast to free and unstructured approaches to problem-solving. For example,
descriptive statistics A descriptive statistic (in the count noun sense) is a summary statistic that quantitatively describes or summarizes features from a collection of information, while descriptive statistics (in the mass noun sense) is the process of using and an ...
is a method of
data analysis Data analysis is a process of inspecting, cleansing, transforming, and modeling data with the goal of discovering useful information, informing conclusions, and supporting decision-making. Data analysis has multiple facets and approaches, enco ...
,
radiocarbon dating Radiocarbon dating (also referred to as carbon dating or carbon-14 dating) is a method for determining the age of an object containing organic material by using the properties of radiocarbon, a radioactive isotope of carbon. The method was dev ...
is a method of determining the age of organic objects,
sautéing Sautéing or sauteing (, ; in reference to tossing while cooking) is a method of cooking that uses a relatively small amount of oil or fat in a shallow pan over relatively high heat. Various sauté methods exist. Description Ingredients for sa ...
is a method of cooking, and
project-based learning Project-based learning (PBL) is a student-centered pedagogy that involves a dynamic classroom approach in which it is believed that students acquire a deeper knowledge through active exploration of real-world challenges and problems. Students le ...
is an
educational Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty. Vari ...
method. The term "technique" is often used as a synonym both in the academic and the everyday discourse. Methods usually involve a clearly defined series of decisions and
actions Action may refer to: * Action (narrative), a literary mode * Action fiction, a type of genre fiction * Action game, a genre of video game Film * Action film, a genre of film * ''Action'' (1921 film), a film by John Ford * ''Action'' (1980 fi ...
to be used under certain circumstances. The goal of following the steps of a method is to bring about the result promised by it. In the context of inquiry, methods may be defined as systems of rules and procedures to discover regularities of
nature Nature, in the broadest sense, is the physics, physical world or universe. "Nature" can refer to the phenomenon, phenomena of the physical world, and also to life in general. The study of nature is a large, if not the only, part of science. ...
,
society A society is a group of individuals involved in persistent social interaction, or a large social group sharing the same spatial or social territory, typically subject to the same political authority and dominant cultural expectations. Socie ...
, and
thought In their most common sense, the terms thought and thinking refer to conscious cognitive processes that can happen independently of sensory stimulation. Their most paradigmatic forms are judging, reasoning, concept formation, problem solving, a ...
. In this sense, methodology can refer to procedures used to arrive at new
knowledge Knowledge can be defined as awareness of facts or as practical skills, and may also refer to familiarity with objects or situations. Knowledge of facts, also called propositional knowledge, is often defined as true belief that is distinc ...
or to techniques of verifying and falsifying pre-existing knowledge claims. This encompasses various issues pertaining both to the collection of data and their analysis. Concerning the collection, it involves the problem of sampling and of how to go about the data collection itself, like surveys, interviews, or observation. There are also numerous methods of how the collected data can be analyzed using statistics or other ways of interpreting it to extract interesting conclusions.


As study of methods

However, many theorists emphasize the differences between the terms "method" and "methodology". In this regard, methodology may be defined as "the study or description of methods" or as "the
analysis Analysis ( : analyses) is the process of breaking a complex topic or substance into smaller parts in order to gain a better understanding of it. The technique has been applied in the study of mathematics and logic since before Aristotle (38 ...
of the principles of methods, rules, and postulates employed by a discipline".''Webster's New International Dictionary of the English Language, Second Edition, Unabridged'', W. A. Neilson, T. A. Knott, P. W. Carhart (eds.), G. & C. Merriam Company, Springfield, MA, 1950
"Methodology Usage Notes"
entry at Merriam–Webster
This study or analysis involves uncovering assumptions and practices associated with the different methods and a detailed description of
research design Research design refers to the overall strategy utilized to carry out research that defines a succinct and logical plan to tackle established research question(s) through the collection, interpretation, analysis, and discussion of data. Incorporat ...
s and
hypothesis testing A statistical hypothesis test is a method of statistical inference used to decide whether the data at hand sufficiently support a particular hypothesis. Hypothesis testing allows us to make probabilistic statements about population parameters. ...
. It also includes evaluative aspects: forms of data collection, measurement strategies, and ways to analyze data are compared and their advantages and disadvantages relative to different research goals and situations are assessed. In this regard, methodology provides the
skill A skill is the learned ability to act with determined results with good execution often within a given amount of time, energy, or both. Skills can often be divided into domain-general and domain-specific skills. For example, in the domain of wo ...
s, knowledge, and practical guidance needed to conduct scientific research in an efficient manner. It acts as a guideline for various decisions researchers need to take in the scientific process. Methodology can be understood as the middle ground between concrete particular methods and the abstract and general issues discussed by the
philosophy of science Philosophy of science is a branch of philosophy concerned with the foundations, methods, and implications of science. The central questions of this study concern what qualifies as science, the reliability of scientific theories, and the ultim ...
. In this regard, methodology comes after formulating a research question and helps the researchers decide what methods to use in the process. For example, methodology should assist the researcher in deciding why one method of sampling is preferable to another in a particular case or which form of data analysis is likely to bring the best results. Methodology achieves this by explaining, evaluating and justifying methods. Just as there are different methods, there are also different methodologies. Different methodologies provide different approaches to how methods are evaluated and explained and may thus make different suggestions on what method to use in a particular case. According to Aleksandr Georgievich Spirkin, " methodology is a system of principles and general ways of organising and structuring theoretical and practical activity, and also the theory of this system". Helen Kara defines methodology as "a contextual framework for research, a coherent and logical scheme based on views, beliefs, and values, that guides the choices researchers make". Ginny E. Garcia and Dudley L. Poston understand methodology either as a complex body of rules and postulates guiding research or as the analysis of such rules and procedures. As a body of rules and postulates, a methodology defines the subject of analysis as well as the
concept Concepts are defined as abstract ideas. They are understood to be the fundamental building blocks of the concept behind principles, thoughts and beliefs. They play an important role in all aspects of cognition. As such, concepts are studied by s ...
ual tools used by the analysis and the limits of the analysis. Research projects are usually governed by a structured procedure known as the research process. The goal of this process is given by a research question, which determines what kind of information one intends to acquire.


As discussion of background assumptions

Some theorists prefer an even wider understanding of methodology that involves not just the description, comparison, and evaluation of methods but includes additionally more general philosophical issues. One reason for this wider approach is that discussions of when to use which method often take various background assumptions for granted, for example, concerning the goal and nature of research. These assumptions can at times play an important role concerning which method to choose and how to follow it. For example,
Thomas Kuhn Thomas Samuel Kuhn (; July 18, 1922 – June 17, 1996) was an American philosopher of science whose 1962 book ''The Structure of Scientific Revolutions'' was influential in both academic and popular circles, introducing the term '' paradigm ...
argues in his ''
The Structure of Scientific Revolutions ''The Structure of Scientific Revolutions'' (1962; second edition 1970; third edition 1996; fourth edition 2012) is a book about the history of science by philosopher Thomas S. Kuhn. Its publication was a landmark event in the history, philosophy ...
'' that sciences operate within a framework or a
paradigm In science and philosophy, a paradigm () is a distinct set of concepts or thought patterns, including theories, research methods, postulates, and standards for what constitute legitimate contributions to a field. Etymology ''Paradigm'' comes f ...
that determines which questions are asked and what counts as good science. This concerns philosophical disagreements both about how to conceptualize the phenomena studied, what constitutes
evidence Evidence for a proposition is what supports this proposition. It is usually understood as an indication that the supported proposition is true. What role evidence plays and how it is conceived varies from field to field. In epistemology, evidenc ...
for and against them, and what the general goal of researching them is. So in this wider sense, methodology overlaps with philosophy by making these assumptions explicit and presenting arguments for and against them. According to C. S. Herrman, a good methodology clarifies the structure of the data to be analyzed and helps the researchers see the phenomena in a new light. In this regard, a methodology is similar to a paradigm. A similar view is defended by Spirkin, who holds that a central aspect of every methodology is the
world view A worldview or world-view or ''Weltanschauung'' is the fundamental cognitive orientation of an individual or society encompassing the whole of the individual's or society's knowledge, culture, and point of view. A worldview can include natural p ...
that comes with it. The discussion of background assumptions can include
metaphysical Metaphysics is the branch of philosophy that studies the fundamental nature of reality, the first principles of being, identity and change, space and time, causality, necessity, and possibility. It includes questions about the nature of conscio ...
and
ontological In metaphysics, ontology is the philosophical study of being, as well as related concepts such as existence, becoming, and reality. Ontology addresses questions like how entities are grouped into categories and which of these entities exis ...
issues in cases where they have important implications for the proper research methodology. For example, a realist perspective considering the observed phenomena as an external and independent
reality Reality is the sum or aggregate of all that is real or existent within a system, as opposed to that which is only imaginary. The term is also used to refer to the ontological status of things, indicating their existence. In physical terms, r ...
is often associated with an emphasis on empirical data collection and a more distanced and objective attitude.
Idealists In philosophy, the term idealism identifies and describes metaphysical perspectives which assert that reality is indistinguishable and inseparable from perception and understanding; that reality is a mental construct closely connected to ide ...
, on the other hand, hold that external reality is not fully independent of the
mind The mind is the set of faculties responsible for all mental phenomena. Often the term is also identified with the phenomena themselves. These faculties include thought, imagination, memory, will, and sensation. They are responsible for various m ...
and tend, therefore, to include more subjective tendencies in the research process as well. For the
quantitative approach Quantitative research is a research strategy that focuses on quantifying the collection and analysis of data. It is formed from a deductive approach where emphasis is placed on the testing of theory, shaped by empiricist and positivist philosop ...
, philosophical debates in methodology include the distinction between the inductive and the
hypothetico-deductive The hypothetico-deductive model or method is a proposed description of the scientific method. According to it, scientific inquiry proceeds by formulating a hypothesis in a form that can be falsifiable, using a test on observable data where the out ...
interpretation of the scientific method. For
qualitative research Qualitative research is a type of research that aims to gather and analyse non-numerical (descriptive) data in order to gain an understanding of individuals' social reality, including understanding their attitudes, beliefs, and motivation. This ...
, many basic assumptions are tied to philosophical positions such as
hermeneutics Hermeneutics () is the theory and methodology of interpretation, especially the interpretation of biblical texts, wisdom literature, and philosophical texts. Hermeneutics is more than interpretative principles or methods used when immediate c ...
,
pragmatism Pragmatism is a philosophical tradition that considers words and thought as tools and instruments for prediction, problem solving, and action, and rejects the idea that the function of thought is to describe, represent, or mirror reality. ...
,
Marxism Marxism is a Left-wing politics, left-wing to Far-left politics, far-left method of socioeconomic analysis that uses a Materialism, materialist interpretation of historical development, better known as historical materialism, to understand S ...
,
critical theory A critical theory is any approach to social philosophy that focuses on society and culture to reveal, critique and challenge power structures. With roots in sociology and literary criticism, it argues that social problems stem more from soci ...
, and
postmodernism Postmodernism is an intellectual stance or Rhetorical modes, mode of discourseNuyen, A.T., 1992. The Role of Rhetorical Devices in Postmodernist Discourse. Philosophy & Rhetoric, pp.183–194. characterized by philosophical skepticism, skepticis ...
. According to Kuhn, an important factor in such debates is that the different paradigms are incommensurable. This means that there is no overarching framework to assess the conflicting theoretical and methodological assumptions. This critique puts into question various presumptions of the quantitative approach associated with scientific progress based on the steady accumulation of data. Other discussions of abstract theoretical issues in the philosophy of science are also sometimes included. This can involve questions like how and whether scientific research differs from
fictional Fiction is any creative work, chiefly any narrative work, portraying individuals, events, or places Place may refer to: Geography * Place (United States Census Bureau), defined as any concentration of population ** Census-designated place, ...
writing as well as whether research studies objective facts rather than constructing the phenomena it claims to study. In the latter sense, some methodologists have even claimed that the goal of science is less to represent a pre-existing reality and more to bring about some kind of social change in favor of repressed groups in society.


Related terms and issues

Viknesh Andiappan and Yoke Kin Wan use the field of
process systems engineering Process engineering is the understanding and application of the fundamental principles and laws of nature that allow humans to transform raw material and energy into products that are useful to society, at an industrial level. By taking advantage ...
to distinguish the term "methodology" from the closely related terms "approach", "method", "procedure", and "technique". On their view, "approach" is the most general term. It can be defined as "a way or direction used to address a problem based on a set of assumptions". An example is the difference between hierarchical approaches, which consider one task at a time in a hierarchical manner, and concurrent approaches, which consider them all simultaneously. Methodologies are a little more specific. They are general strategies needed to realize an approach and may be understood as guidelines for how to make choices. Often the term "framework" is used as a synonym. A method is a still more specific way of practically implementing the approach. Methodologies provide the guidelines that help researchers decide which method to follow. The method itself may be understood as a sequence of techniques. A technique is a step taken that can be observed and measured. Each technique has some immediate result. The whole sequence of steps is termed a "procedure". A similar but less complex characterization is sometimes found in the field of
language teaching Language education – the process and practice of teaching a second or foreign language – is primarily a branch of applied linguistics, but can be an interdisciplinary field. There are four main learning categories for language education: ...
, where the teaching process may be described through a three-level conceptualization based on "approach", "method", and "technique". One question concerning the definition of methodology is whether it should be understood as a descriptive or a
normative Normative generally means relating to an evaluative standard. Normativity is the phenomenon in human societies of designating some actions or outcomes as good, desirable, or permissible, and others as bad, undesirable, or impermissible. A norm in ...
discipline. The key difference in this regard is whether methodology just provides a value-neutral description of methods or what scientists actually do. Many methodologists practice their craft in a normative sense, meaning that they express clear opinions about the advantages and disadvantages of different methods. In this regard, methodology is not just about what researchers ''actually do'' but about what they ''ought to do'' or how to perform ''good'' research.


Types

Theorists often distinguish various general types or approaches to methodology. The most influential classification contrasts
quantitative Quantitative may refer to: * Quantitative research, scientific investigation of quantitative properties * Quantitative analysis (disambiguation) * Quantitative verse, a metrical system in poetry * Statistics, also known as quantitative analysis ...
and qualitative methodology.


Quantitative and qualitative

Quantitative research is closely associated with the
natural sciences Natural science is one of the branches of science concerned with the description, understanding and prediction of natural phenomena, based on empirical evidence from observation and experimentation. Mechanisms such as peer review and repeatab ...
. It is based on precise numerical measurements, which are then used to arrive at exact general laws. This precision is also reflected in the goal of making predictions that can later be verified by other researchers. Examples of quantitative research include physicists at the
Large Hadron Collider The Large Hadron Collider (LHC) is the world's largest and highest-energy particle collider. It was built by the European Organization for Nuclear Research (CERN) between 1998 and 2008 in collaboration with over 10,000 scientists and hundred ...
measuring the mass of newly created particles and
positive psychologists Positive is a property of positivity and may refer to: Mathematics and science * Positive formula, a logical formula not containing negation * Positive number, a number that is greater than 0 * Plus sign, the sign "+" used to indicate a pos ...
conducting an online survey to determine the correlation between income and self-assessed well-being. Qualitative research is characterized in various ways in the academic literature but there are very few precise definitions of the term. It is often used in contrast to quantitative research for forms of study that do not quantify their subject matter numerically. However, the distinction between these two types is not always obvious and various theorists have argued that it should be understood as a continuum and not as a dichotomy. A lot of qualitative research is concerned with some form of human
experience Experience refers to conscious events in general, more specifically to perceptions, or to the practical knowledge and familiarity that is produced by these conscious processes. Understood as a conscious event in the widest sense, experience involv ...
or
behavior Behavior (American English) or behaviour (British English) is the range of actions and mannerisms made by individuals, organisms, systems or artificial entities in some environment. These systems can include other systems or organisms as wel ...
, in which case it tends to focus on a few individuals and their in-depth understanding of the meaning of the studied phenomena. Examples of the qualitative method are a market researcher conducting a
focus group A focus group is a group interview involving a small number of demographically similar people or participants who have other common traits/experiences. Their reactions to specific researcher/evaluator-posed questions are studied. Focus groups are ...
in order to learn how people react to a new product or a medical researcher performing an unstructured in-depth interview with a participant from a new experimental therapy to assess its potential benefits and drawbacks. Qualitative research is frequently employed in fields where the pre-existing knowledge is inadequate. This way, it is possible to get a first impression of the field and potential theories, thus paving the way for investigating the issue in further studies. Quantitative methods dominate in the natural sciences but both methodologies are used in the social sciences. Some social scientists focus mostly on one method while others try to investigate the same phenomenon using a variety of different methods. It is central to both approaches how the group of individuals used for the data collection is selected. This process is known as sampling. It involves the selection of a subset of individuals or phenomena to be measured. Important in this regard is that the selected samples are representative of the whole population, i.e. that no significant biases were involved when choosing. If this is not the case, the data collected does not reflect what the population as a whole is like. This affects generalizations and predictions drawn from the biased data. The number of individuals selected is called the ''
sample size Sample size determination is the act of choosing the number of observations or Replication (statistics), replicates to include in a statistical sample. The sample size is an important feature of any empirical study in which the goal is to make stat ...
''. For qualitative research, the sample size is usually rather small, while quantitative research tends to focus on big groups and collecting a lot of data. After the collection, the data needs to be analyzed and interpreted to arrive at interesting conclusions that pertain directly to the research question. This way, the wealth of information obtained is summarized and thus made more accessible to others. Especially in the case of quantitative research, this often involves the application of some form of statistics to make sense of the numerous individual measurements. Many discussions in the history of methodology center around the quantitative methods used by the natural sciences. A central question in this regard is to what extent they can be applied to other fields, like the social sciences and
history History (derived ) is the systematic study and the documentation of the human activity. The time period of event before the History of writing#Inventions of writing, invention of writing systems is considered prehistory. "History" is an umbr ...
. The success of the natural sciences was often seen as an indication of the superiority of the quantitative methodology and used as an argument to apply this approach to other fields as well. However, this outlook has been put into question in the more recent methodological discourse. In this regard, it is often argued that the paradigm of the natural sciences is a one-sided development of
reason Reason is the capacity of consciously applying logic by drawing conclusions from new or existing information, with the aim of seeking the truth. It is closely associated with such characteristically human activities as philosophy, science, ...
, which is not equally well suited to all areas of inquiry. The divide between quantitative and qualitative methods in the social sciences is one consequence of this criticism. Which method is more appropriate often depends on the goal of the research. For example, quantitative methods usually excel for evaluating preconceived hypotheses that can be clearly formulated and measured. Qualitative methods, on the other hand, can be used to study complex individual issues, often with the goal of formulating new hypotheses. This is especially relevant when the existing knowledge of the subject is inadequate. Important advantages of quantitative methods include precision and reliability. However, they have often difficulties in studying very complex phenomena that are commonly of interest to the social sciences. Additional problems can arise when the data is misinterpreted to defend conclusions that are not directly supported by the measurements themselves. In recent decades, many researchers in the social sciences have started combining both methodologies. This is known as
mixed-methods research Multimethodology or multimethod research includes the use of more than one method of data collection or research in a research study or set of related studies. Mixed methods research is more specific in that it includes the mixing of qualitative a ...
. A central motivation for this is that the two approaches can complement each other in various ways: some issues are ignored or too difficult to study with one methodology and are better approached with the other. In other cases, both approaches are applied to the same issue to produce more comprehensive and well-rounded results. Qualitative and quantitative research are often associated with different research paradigms and background assumptions. Qualitative researchers often use an interpretive or critical approach while quantitative researchers tend to prefer a positivistic approach. Important disagreements between these approaches concern the role of objectivity and hard empirical data as well as the research goal of predictive success rather than in-depth understanding or social change.


Others

Various other classifications have been proposed. One distinguishes between substantive and formal methodologies. Substantive methodologies tend to focus on one specific area of inquiry. The findings are initially restricted to this specific field but may be transferrable to other areas of inquiry. Formal methodologies, on the other hand, are based on a variety of studies and try to arrive at more general principles applying to different fields. They may also give particular prominence to the analysis of the language of science and the formal structure of scientific explanation. A closely related classification distinguishes between philosophical, general scientific, and special scientific methods. One type of methodological outlook is called "proceduralism". According to it, the goal of methodology is to boil down the research process to a simple set of rules or a recipe that automatically leads to good research if followed precisely. However, it has been argued that, while this ideal may be acceptable for some forms of quantitative research, it fails for qualitative research. One argument for this position is based on the claim that research is not a technique but a craft that cannot be achieved by blindly following a method. In this regard, research depends on forms of creativity and improvisation to amount to good science. Other types include inductive, deductive, and transcendental methods. Inductive methods are common in the empirical sciences and proceed through
inductive reasoning Inductive reasoning is a method of reasoning in which a general principle is derived from a body of observations. It consists of making broad generalizations based on specific observations. Inductive reasoning is distinct from ''deductive'' re ...
from many particular observations to arrive at general conclusions, often in the form of universal laws. Deductive methods, also referred to as axiomatic methods, are often found in
formal science Formal science is a branch of science studying disciplines concerned with abstract structures described by formal systems, such as logic, mathematics, statistics, theoretical computer science, artificial intelligence, information theory, ga ...
s, such as
geometry Geometry (; ) is, with arithmetic, one of the oldest branches of mathematics. It is concerned with properties of space such as the distance, shape, size, and relative position of figures. A mathematician who works in the field of geometry is c ...
. They start from a set of self-evident
axiom An axiom, postulate, or assumption is a statement that is taken to be true, to serve as a premise or starting point for further reasoning and arguments. The word comes from the Ancient Greek word (), meaning 'that which is thought worthy or f ...
s or first principles and use deduction to infer interesting conclusions from these axioms. Transcendental methods are common in
Kantian Kantianism is the philosophy of Immanuel Kant, a German philosopher born in Königsberg, Prussia (now Kaliningrad, Russia). The term ''Kantianism'' or ''Kantian'' is sometimes also used to describe contemporary positions in philosophy of mind, ...
and
post-Kantian German idealism was a philosophical movement that emerged in Germany in the late 18th and early 19th centuries. It developed out of the work of Immanuel Kant in the 1780s and 1790s, and was closely linked both with Romanticism and the revolutionary ...
philosophy. They start with certain particular observations. It is then argued that the observed phenomena can only exist if their conditions of possibility are fulfilled. This way, the researcher may draw general psychological or metaphysical conclusions based on the claim that the phenomenon would not be observable otherwise.


Importance

It has been argued that a proper understanding of methodology is important for various issues in the field of research. They include both the problem of conducting efficient and reliable research as well as being able to validate knowledge claims by others. Method is often seen as one of the main factors of
scientific progress Progress is the movement towards a refined, improved, or otherwise desired state. In the context of progressivism, it refers to the proposition that advancements in technology, science, and social organization have resulted, and by extension wi ...
. This is especially true for the natural sciences where the developments of experimental methods in the 16th and 17th century are often seen as the driving force behind the success and prominence of the natural sciences. In some cases, the choice of methodology may have a severe impact on a research project. The reason is that very different and sometimes even opposite conclusions may follow from the same factual material based on the chosen methodology. Aleksandr Georgievich Spirkin argues that methodology, when understood in a wide sense, is of great importance since the world presents us with innumerable entities and relations between them. Methods are needed to simplify this complexity and find a way of mastering it. On the theoretical side, this concerns ways of forming true
belief A belief is an attitude that something is the case, or that some proposition is true. In epistemology, philosophers use the term "belief" to refer to attitudes about the world which can be either true or false. To believe something is to take i ...
s and solving problems. On the practical side, this concerns skills of influencing nature and dealing with each other. These different methods are usually passed down from one generation to the next. Spirkin holds that the interest in methodology on a more abstract level arose in attempts to formalize these techniques to improve them as well as to make it easier to use them and pass them on. In the field of research, for example, the goal of this process is to find reliable means to acquire knowledge in contrast to mere opinions acquired by unreliable means. In this regard, "methodology is a way of obtaining and building up ... knowledge". Various theorists have observed that the interest in methodology has risen significantly in the 20th century. This increased interest is reflected not just in academic publications on the subject but also in the institutionalized establishment of training programs focusing specifically on methodology. This phenomenon can be interpreted in different ways. Some see it as a positive indication of the topic's theoretical and practical importance. Others interpret this interest in methodology as an excessive preoccupation that draws time and energy away from doing research on concrete subjects by applying the methods instead of researching them. This ambiguous attitude towards methodology is sometimes even exemplified in the same person.
Max Weber Maximilian Karl Emil Weber (; ; 21 April 186414 June 1920) was a German sociologist, historian, jurist and political economist, who is regarded as among the most important theorists of the development of modern Western society. His ideas profo ...
, for example, criticized the focus on methodology during his time while making significant contributions to it himself. Spirkin believes that one important reason for this development is that contemporary society faces many global problems. These problems cannot be solved by a single researcher or a single discipline but are in need of collaborative efforts from many fields. Such interdisciplinary undertakings profit a lot from methodological advances, both concerning the ability to understand the methods of the respective fields and in relation to developing more homogeneous methods equally used by all of them.


Criticism

Most criticism of methodology is directed at one specific form or understanding of it. In such cases, one particular methodological theory is rejected but not methodology at large when understood as a field of research comprising many different theories. In this regard, many objections to methodology focus on the quantitative approach, specifically when it is treated as the only viable approach. Nonetheless, there are also more fundamental criticisms of methodology in general. They are often based on the idea that there is little value to abstract discussions of methods and the reasons cited for and against them. In this regard, it may be argued that what matters is the correct employment of methods and not their meticulous study.
Sigmund Freud Sigmund Freud ( , ; born Sigismund Schlomo Freud; 6 May 1856 – 23 September 1939) was an Austrian neurologist and the founder of psychoanalysis, a clinical method for evaluating and treating psychopathology, pathologies explained as originatin ...
, for example, compared methodologists to "people who clean their glasses so thoroughly that they never have time to look through them". According to
C. Wright Mills Charles Wright Mills (August 28, 1916 – March 20, 1962) was an American Sociology, sociologist, and a professor of sociology at Columbia University from 1946 until his death in 1962. Mills published widely in both popular and intellectual journ ...
, the practice of methodology often degenerates into a "fetishism of method and technique". Some even hold that methodological reflection is not just a waste of time but actually has negative side effects. Such an argument may be defended by analogy to other
skill A skill is the learned ability to act with determined results with good execution often within a given amount of time, energy, or both. Skills can often be divided into domain-general and domain-specific skills. For example, in the domain of wo ...
s that work best when the agent focuses only on employing them. In this regard, reflection may interfere with the process and lead to avoidable mistakes. According to an example by
Gilbert Ryle Gilbert Ryle (19 August 1900 – 6 October 1976) was a British philosopher, principally known for his critique of Cartesian dualism, for which he coined the phrase "ghost in the machine." He was a representative of the generation of British ord ...
, " run, as a rule, worse, not better, if we think a lot about our feet". A less severe version of this criticism does not reject methodology per se but denies its importance and rejects an intense focus on it. In this regard, methodology has still a limited and subordinate utility but becomes a diversion or even counterproductive by hindering practice when given too much emphasis. Another line of criticism concerns more the general and abstract nature of methodology. It states that the discussion of methods is only useful in concrete and particular cases but not concerning abstract guidelines governing many or all cases. Some anti-methodologists reject methodology based on the claim that researchers need
freedom Freedom is understood as either having the ability to act or change without constraint or to possess the power and resources to fulfill one's purposes unhindered. Freedom is often associated with liberty and autonomy in the sense of "giving on ...
to do their work effectively. But this freedom may be constrained and stifled by "inflexible and inappropriate guidelines". For example, according to Kerry Chamberlain, a good interpretation needs
creativity Creativity is a phenomenon whereby something new and valuable is formed. The created item may be intangible (such as an idea, a scientific theory, a musical composition, or a joke) or a physical object (such as an invention, a printed literary w ...
to be provocative and insightful, which is prohibited by a strictly codified approach. Chamberlain uses the neologism "methodolatry" to refer to this alleged overemphasis on methodology. Similar arguments are given in
Paul Feyerabend Paul Karl Feyerabend (; January 13, 1924 – February 11, 1994) was an Austrian-born philosopher of science best known for his work as a professor of philosophy at the University of California, Berkeley, where he worked for three decades (1958 ...
's book "
Against Method ''Against Method: Outline of an Anarchistic Theory of Knowledge'' is a 1975 book by Austrian-born philosopher of science Paul Feyerabend. The author argues that science should become an anarchic enterprise, not a nomic (customary) one; in the cont ...
". However, these criticisms of methodology in general are not always accepted. Many methodologists defend their craft by pointing out how the efficiency and reliability of research can be improved through a proper understanding of methodology. A criticism of more specific forms of methodology is found in the works of the sociologist
Howard S. Becker Howard Saul Becker (born 1928) is an American sociologist who teaches at Northwestern University. Becker has made contributions to the sociology of deviance, sociology of art, and sociology of music. Becker also wrote extensively on sociologic ...
. He is quite critical of methodologists based on the claim that they usually act as advocates of one particular method usually associated with quantitative research. An often-cited quotation in this regard is that " thodology is too important to be left to methodologists".
Alan Bryman Alan Bryman (1947–2017) was Professor of Organisational and Social research at the University of Leicester, prior to this Bryman spent 31 years at Loughborough University. Academic career He is best known for three main areas of work. Bryman has ...
has rejected this negative outlook on methodology. He holds that Becker's criticism can be avoided by understanding methodology as an inclusive inquiry into all kinds of methods and not as a mere doctrine for converting non-believers to one's preferred method.


In different fields

Part of the importance of methodology is reflected in the number of fields to which it is relevant. They include the natural sciences and the social sciences as well as philosophy and mathematics.


Natural sciences

The dominant methodology in the
natural science Natural science is one of the branches of science concerned with the description, understanding and prediction of natural phenomena, based on empirical evidence from observation and experimentation. Mechanisms such as peer review and repeatab ...
s (like
astronomy Astronomy () is a natural science that studies astronomical object, celestial objects and phenomena. It uses mathematics, physics, and chemistry in order to explain their origin and chronology of the Universe, evolution. Objects of interest ...
,
biology Biology is the scientific study of life. It is a natural science with a broad scope but has several unifying themes that tie it together as a single, coherent field. For instance, all organisms are made up of cells that process hereditary i ...
,
chemistry Chemistry is the science, scientific study of the properties and behavior of matter. It is a natural science that covers the Chemical element, elements that make up matter to the chemical compound, compounds made of atoms, molecules and ions ...
,
geoscience Earth science or geoscience includes all fields of natural science related to the planet Earth. This is a branch of science dealing with the physical, chemical, and biological complex constitutions and synergistic linkages of Earth's four spheres ...
, and
physics Physics is the natural science that studies matter, its fundamental constituents, its motion and behavior through space and time, and the related entities of energy and force. "Physical science is that department of knowledge which r ...
) is called the
scientific method The scientific method is an empirical method for acquiring knowledge that has characterized the development of science since at least the 17th century (with notable practitioners in previous centuries; see the article history of scientific m ...
. Its main cognitive aim is usually seen as the creation of
knowledge Knowledge can be defined as awareness of facts or as practical skills, and may also refer to familiarity with objects or situations. Knowledge of facts, also called propositional knowledge, is often defined as true belief that is distinc ...
, but various closely related aims have also been proposed, like understanding, explanation, or predictive success. Strictly speaking, there is no one single scientific method. In this regard, the expression "scientific method" refers not to one specific procedure but to different general or abstract methodological aspects characteristic of all the aforementioned fields. Important features are that the problem is formulated in a clear manner and that the evidence presented for or against a theory is public, reliable, and replicable. The last point is important so that other researchers are able to repeat the experiments to
confirm In Christian denominations that practice infant baptism, confirmation is seen as the sealing of the covenant (religion), covenant created in baptism. Those being confirmed are known as confirmands. For adults, it is an wikt:affirmation, affirma ...
or disconfirm the initial study. For this reason, various factors and variables of the situation often have to be controlled to avoid distorting influences and to ensure that subsequent measurements by other researchers yield the same results. The scientific method is a quantitative approach that aims at obtaining numerical data. This data is often described using mathematical formulas. The goal is usually to arrive at some universal generalizations that apply not just to the artificial situation of the experiment but to the world at large. Some data can only be acquired using advanced measurement instruments. In cases where the data is very complex, it is often necessary to employ sophisticated statistical techniques to draw conclusions from it. The scientific method is often broken down into several steps. In a typical case, the procedure starts with regular observation and the collection of information. These findings then lead the scientist to formulate a
hypothesis A hypothesis (plural hypotheses) is a proposed explanation for a phenomenon. For a hypothesis to be a scientific hypothesis, the scientific method requires that one can test it. Scientists generally base scientific hypotheses on previous obse ...
describing and explaining the observed phenomena. The next step consists in conducting an
experiment An experiment is a procedure carried out to support or refute a hypothesis, or determine the efficacy or likelihood of something previously untried. Experiments provide insight into Causality, cause-and-effect by demonstrating what outcome oc ...
designed for this specific hypothesis. The actual results of the experiment are then compared to the expected results based on one's hypothesis. The findings may then be interpreted and published, either as a confirmation or disconfirmation of the initial hypothesis. Two central aspects of the scientific method are
observation Observation is the active acquisition of information from a primary source. In living beings, observation employs the senses. In science, observation can also involve the perception and recording of data via the use of scientific instruments. The ...
and
experimentation An experiment is a procedure carried out to support or refute a hypothesis, or determine the efficacy or likelihood of something previously untried. Experiments provide insight into cause-and-effect by demonstrating what outcome occurs when ...
. This distinction is based on the idea that experimentation involves some form of manipulation or intervention. This way, the studied phenomena are actively created or shaped. For example, a biologist inserting viral DNA into a bacterium is engaged in a form of experimentation. Pure observation, on the other hand, involves studying independent entities in a passive manner. This is the case, for example, when
astronomer An astronomer is a scientist in the field of astronomy who focuses their studies on a specific question or field outside the scope of Earth. They observe astronomical objects such as stars, planets, natural satellite, moons, comets and galaxy, g ...
s observe the orbits of astronomical objects far away. Observation played the main role in
ancient science The history of science in early cultures covers protoscience in ancient history to Islamic Science. In these times, advice and knowledge was passed from generation to generation in an oral tradition. The development of writing enabled knowledge to ...
. The scientific revolution in the 16th and 17th century affected a paradigm change that gave a much more central role to experimentation in the scientific methodology. This is sometimes expressed by stating that
modern science The history of science covers the development of science from ancient history, ancient times to the present. It encompasses all three major branches of science: natural science, natural, social science, social, and formal science, formal. Sc ...
actively "puts questions to nature". While the distinction is usually clear in the paradigmatic cases, there are also many intermediate cases where it is not obvious whether they should be characterized as observation or as experimentation. A central discussion in this field concerns the distinction between the inductive and the
hypothetico-deductive method The hypothetico-deductive model or method is a proposed description of the scientific method. According to it, scientific inquiry proceeds by formulating a hypothesis in a form that can be falsifiable, using a test on observable data where the out ...
ology. The core disagreement between these two approaches concerns their understanding of the confirmation of scientific theories. The inductive approach holds that a theory is confirmed or supported by all its positive instances, i.e. by all the observations that exemplify it. For example, the observations of many white swans confirm the universal hypothesis that "all swans are white". The hypothetico-deductive approach, on the other hand, focuses not on positive instances but on deductive consequences of the theory. This way, the researcher uses deduction before conducting an experiment to infer what observations they expect. These expectations are then compared to the observations they actually make. This approach often takes a negative form based on falsification. In this regard, positive instances do not confirm a hypothesis but negative instances disconfirm it. Positive indications that the hypothesis is true are only given indirectly if many attempts to find counterexamples have failed. A cornerstone of this approach is the
null hypothesis In scientific research, the null hypothesis (often denoted ''H''0) is the claim that no difference or relationship exists between two sets of data or variables being analyzed. The null hypothesis is that any experimentally observed difference is d ...
, which assumes that there is no connection (see
causality Causality (also referred to as causation, or cause and effect) is influence by which one event, process, state, or object (''a'' ''cause'') contributes to the production of another event, process, state, or object (an ''effect'') where the cau ...
) between whatever is being observed. It is up to the researcher to do all they can to disprove their own hypothesis through relevant methods or techniques, documented in a clear and replicable process. If they fail to do so, it can be concluded that the null hypothesis is false, which provides support for their own hypothesis about the relation between the observed phenomena.


Social sciences

Significantly more methodological variety is found in the
social science Social science is one of the branches of science, devoted to the study of societies and the relationships among individuals within those societies. The term was formerly used to refer to the field of sociology, the original "science of soc ...
s, where both quantitative and qualitative approaches are used. They employ various forms of data collection, such as surveys, interviews, focus groups, and the nominal group technique. Surveys belong to quantitative research and usually involve some form of questionnaire given to a large group of individuals. It is paramount that the questions are easily understandable by the participants since the answers might not have much value otherwise. Surveys normally restrict themselves to closed questions in order to avoid various problems that come with the interpretation of answers to
open questions In science and mathematics, an open problem or an open question is a known problem which can be accurately stated, and which is assumed to have an objective and verifiable solution, but which has not yet been solved (i.e., no solution for it is kno ...
. They contrast in this regard to interviews, which put more emphasis on the individual participant and often involve open questions.
Structured interview A structured interview (also known as a standardized interview or a researcher-administered survey) is a quantitative research method commonly employed in survey research. The aim of this approach is to ensure that each interview is presented with ...
s are planned in advance and have a fixed set of questions given to each individual. They contrast with
unstructured interview An unstructured interview or non-directive interview is an interview in which questions are not prearranged. These non-directive interviews are considered to be the opposite of a structured interview which offers a set amount of standardized ques ...
s, which are closer to a free-flow conversation and require more improvisation on the side of the interviewer for finding interesting and relevant questions.
Semi-structured interview A semi-structured interview is a method of research used most often in the social sciences. While a structured interview has a rigorous set of questions which does not allow one to divert, a semi-structured interview is open, allowing new ideas to ...
s constitute a middle ground: they include both predetermined questions and questions not planned in advance. Structured interviews make it easier to compare the responses of the different participants and to draw general conclusions. However, they also limit what may be discovered and thus constrain the investigation in many ways. Depending on the type and depth of the interview, this method belongs either to quantitative or to qualitative research. The terms research conversation and muddy interview have been used to describe interviews conducted in informal settings which may not occur purely for the purposes of data collection.
Focus group A focus group is a group interview involving a small number of demographically similar people or participants who have other common traits/experiences. Their reactions to specific researcher/evaluator-posed questions are studied. Focus groups are ...
s are a qualitative research method often used in
market research Market research is an organized effort to gather information about target markets and customers: know about them, starting with who they are. It is an important component of business strategy and a major factor in maintaining competitiveness. Mark ...
. They constitute a form of group interview involving a small number of
demographically Demography () is the statistical study of populations, especially human beings. Demographic analysis examines and measures the dimensions and dynamics of populations; it can cover whole societies or groups defined by criteria such as edu ...
similar people. Researchers can use this method to collect data based on the interactions and responses of the participants. The interview often starts by asking the participants about their opinions on the topic under investigation, which may, in turn, lead to a free exchange in which the group members express and discuss their personal views. An important advantage of focus groups is that they can provide insight into how ideas and understanding operate in a cultural context. However, it is usually difficult to use these insights to discern more general patterns true for a wider public. One advantage of focus groups is that they can help the researcher identify a wide range of distinct perspectives on the issue in a short time. The group interaction may also help clarify and expand interesting contributions. One disadvantage is due to the moderator's personality and ''group effects'', which may influence the opinions stated by the participants. The
nominal group technique The nominal group technique (NGT) is a group process involving problem identification, solution generation, and decision making. It can be used in groups of many sizes, who want to make their decision quickly, as by a vote, but want everyone's opini ...
is similar to focus groups with a few important differences. The group often consists of experts in the field in question. The group size is similar but the interaction between the participants is more structured. The goal is to determine how much agreement there is among the experts on the different issues. The initial responses are often given in written form by each participant without a prior conversation between them. In this manner, group effects potentially influencing the expressed opinions are minimized. In later steps, the different responses and comments may be discussed and compared to each other by the group as a whole. Most of these forms of data collection involve some type of
observation Observation is the active acquisition of information from a primary source. In living beings, observation employs the senses. In science, observation can also involve the perception and recording of data via the use of scientific instruments. The ...
. Observation can take place either in a natural setting, i.e. the ''field'', or in a controlled setting such as a laboratory. Controlled settings carry with them the risk of distorting the results due to their artificiality. Their advantage lies in precisely controlling the relevant factors, which can help make the observations more reliable and repeatable. Non-participatory observation involves a distanced or external approach. In this case, the researcher focuses on describing and recording the observed phenomena without causing or changing them, in contrast to
participatory observation Participant observation is one type of data collection method by Practitioner–scholar model, practitioner-scholars typically used in qualitative research and ethnography. This type of methodology is employed in many disciplines, particularly an ...
. An important methodological debate in the field of social sciences concerns the question of whether they deal with hard, objective, and value-neutral facts, as the natural sciences do. Positivists agree with this characterization, in contrast to interpretive and critical perspectives on the social sciences. According to William Neumann, positivism can be defined as "an organized method for combining deductive logic with precise empirical observations of individual behavior in order to discover and confirm a set of probabilistic
causal Causality (also referred to as causation, or cause and effect) is influence by which one event, process, state, or object (''a'' ''cause'') contributes to the production of another event, process, state, or object (an ''effect'') where the cau ...
laws that can be used to predict general patterns of human activity". This view is rejected by interpretivists.
Max Weber Maximilian Karl Emil Weber (; ; 21 April 186414 June 1920) was a German sociologist, historian, jurist and political economist, who is regarded as among the most important theorists of the development of modern Western society. His ideas profo ...
, for example, argues that the method of the natural sciences is inadequate for the social sciences. Instead, more importance is placed on meaning and how people create and maintain their social worlds. The critical methodology in social science is associated with
Karl Marx Karl Heinrich Marx (; 5 May 1818 – 14 March 1883) was a German philosopher, economist, historian, sociologist, political theorist, journalist, critic of political economy, and socialist revolutionary. His best-known titles are the 1848 ...
and
Sigmund Freud Sigmund Freud ( , ; born Sigismund Schlomo Freud; 6 May 1856 – 23 September 1939) was an Austrian neurologist and the founder of psychoanalysis, a clinical method for evaluating and treating psychopathology, pathologies explained as originatin ...
. It is based on the assumption that many of the phenomena studied using the other approaches are mere distortions or surface illusions. It seeks to uncover deeper structures of the material world hidden behind these distortions. This approach is often guided by the goal of helping people effect social changes and improvements.


Philosophy

Philosophical methodology is the
metaphilosophical Metaphilosophy, sometimes called the philosophy of philosophy, is "the investigation of the nature of philosophy". Its subject matter includes the aims of philosophy, the boundaries of philosophy, and its methods. Thus, while philosophy character ...
field of inquiry studying the methods used in
philosophy Philosophy (from , ) is the systematized study of general and fundamental questions, such as those about existence, reason, knowledge, values, mind, and language. Such questions are often posed as problems to be studied or resolved. Some ...
. These methods structure how philosophers conduct their research, acquire knowledge, and select between competing theories. It concerns both descriptive issues of what methods have been used by philosophers in the past and normative issues of which methods should be used. Many philosophers emphasize that these methods differ significantly from the methods found in the natural sciences in that they usually do not rely on
experimental data Experimental data in science and engineering is data produced by a measurement, test method, experimental design or quasi-experimental design. In clinical research any data produced are the result of a clinical trial. Experimental data may be qua ...
obtained through measuring equipment. Which method one follows can have wide implications for how philosophical theories are constructed, what theses are defended, and what arguments are cited in favor or against. In this regard, many philosophical disagreements have their source in methodological disagreements. Historically, the discovery of new methods, like
methodological skepticism Cartesian doubt is a form of methodological skepticism associated with the writings and methodology of René Descartes (March 31, 1596Feb 11, 1650). Scruton, R.''Modern Philosophy: An Introduction and Survey''(London: Penguin Books, 1994). Leiber, ...
and the phenomenological method, has had important impacts on the philosophical discourse. A great variety of methods has been employed throughout the history of philosophy. Methodological skepticism gives special importance to the role of systematic doubt. This way, philosophers try to discover absolutely certain
first principle In philosophy and science, a first principle is a basic proposition or assumption that cannot be deduced from any other proposition or assumption. First principles in philosophy are from First Cause attitudes and taught by Aristotelians, and nuanc ...
s that are indubitable. The geometric method starts from such first principles and employs
deductive reasoning Deductive reasoning is the mental process of drawing deductive inferences. An inference is deductively valid if its conclusion follows logically from its premises, i.e. if it is impossible for the premises to be true and the conclusion to be fals ...
to construct a comprehensive philosophical system based on them. Phenomenology gives particular importance to how things appear to be. It consists in suspending one's judgments about whether these things actually exist in the external world. This technique is known as
epoché Epoché ( ἐποχή ''epokhē'', "cessation") is an ancient Greek term. In Hellenistic philosophy it is a technical term typically translated as " suspension of judgment" but also as "withholding of assent". In the modern philosophy of Phenomen ...
and can be used to study
appearance Appearance may refer to: * Visual appearance, the way in which objects reflect and transmit light * Human physical appearance, what someone looks like * ''Appearances'' (film), a 1921 film directed by Donald Crisp * Appearance (philosophy), or p ...
s independent of assumptions about their causes. The method of
conceptual analysis Philosophical analysis is any of various techniques, typically used by philosophers in the analytic tradition, in order to "break down" (i.e. analyze) philosophical issues. Arguably the most prominent of these techniques is the analysis of concepts ...
came to particular prominence with the advent of
analytic philosophy Analytic philosophy is a branch and tradition of philosophy using analysis, popular in the Western world and particularly the Anglosphere, which began around the turn of the 20th century in the contemporary era in the United Kingdom, United Sta ...
. It studies concepts by breaking them down into their most fundamental constituents to clarify their meaning. Common sense philosophy uses common and widely accepted beliefs as a philosophical tool. They are used to draw interesting conclusions. This is often employed in a negative sense to discredit radical philosophical positions that go against
common sense ''Common Sense'' is a 47-page pamphlet written by Thomas Paine in 1775–1776 advocating independence from Great Britain to people in the Thirteen Colonies. Writing in clear and persuasive prose, Paine collected various moral and political argu ...
.
Ordinary language philosophy Ordinary language philosophy (OLP) is a philosophical methodology that sees traditional philosophical problems as rooted in misunderstandings philosophers develop by distorting or forgetting how words are ordinarily used to convey meaning in ...
has a very similar method: it approaches philosophical questions by looking at how the corresponding terms are used in
ordinary language Ordinary language philosophy (OLP) is a philosophical methodology that sees traditional philosophical problems as rooted in misunderstandings philosophers develop by distorting or forgetting how words are ordinarily used to convey meaning in ...
. Many methods in philosophy rely on some form of
intuition Intuition is the ability to acquire knowledge without recourse to conscious reasoning. Different fields use the word "intuition" in very different ways, including but not limited to: direct access to unconscious knowledge; unconscious cognition; ...
. They are used, for example, to evaluate
thought experiment A thought experiment is a hypothetical situation in which a hypothesis, theory, or principle is laid out for the purpose of thinking through its consequences. History The ancient Greek ''deiknymi'' (), or thought experiment, "was the most anci ...
s, which involve imagining situations to assess their possible consequences in order to confirm or refute philosophical theories. The method of
reflective equilibrium Reflective equilibrium is a state of balance or coherence among a set of beliefs arrived at by a process of deliberative mutual adjustment among general principles and particular judgements. Although he did not use the term, philosopher Nelson Go ...
tries to form a coherent perspective by examining and reevaluating all the relevant beliefs and intuitions.
Pragmatists Pragmatism is a philosophical tradition that considers words and thought as tools and instruments for prediction, problem solving, and action, and rejects the idea that the function of thought is to describe, represent, or mirror reality. ...
focus on the practical consequences of philosophical theories to assess whether they are true or false.
Experimental philosophy Experimental philosophy is an emerging field of philosophical inquiry Edmonds, David and Warburton, NigelPhilosophy’s great experiment, ''Prospect'', March 1, 2009 that makes use of empirical data—often gathered through surveys which probe ...
is a recently developed approach that uses the methodology of
social psychology Social psychology is the scientific study of how thoughts, feelings, and behaviors are influenced by the real or imagined presence of other people or by social norms. Social psychologists typically explain human behavior as a result of the r ...
and the cognitive sciences for gathering
empirical evidence Empirical evidence for a proposition is evidence, i.e. what supports or counters this proposition, that is constituted by or accessible to sense experience or experimental procedure. Empirical evidence is of central importance to the sciences and ...
and justifying philosophical claims.


Mathematics

In the field of
mathematics Mathematics is an area of knowledge that includes the topics of numbers, formulas and related structures, shapes and the spaces in which they are contained, and quantities and their changes. These topics are represented in modern mathematics ...
, various methods can be distinguished, such as synthetic, analytic, deductive, inductive, and heuristic methods. For example, the difference between synthetic and analytic methods is that the former start from the known and proceed to the unknown while the latter seek to find a path from the unknown to the known.
Geometry Geometry (; ) is, with arithmetic, one of the oldest branches of mathematics. It is concerned with properties of space such as the distance, shape, size, and relative position of figures. A mathematician who works in the field of geometry is c ...
textbooks often proceed using the synthetic method. They start by listing known
definition A definition is a statement of the meaning of a term (a word, phrase, or other set of symbols). Definitions can be classified into two large categories: intensional definitions (which try to give the sense of a term), and extensional definitio ...
s and
axiom An axiom, postulate, or assumption is a statement that is taken to be true, to serve as a premise or starting point for further reasoning and arguments. The word comes from the Ancient Greek word (), meaning 'that which is thought worthy or f ...
s and proceed by taking inferential steps, one at a time, until the solution to the initial problem is found. An important advantage of the synthetic method is its clear and short logical exposition. One disadvantage is that it is usually not obvious in the beginning that the steps taken lead to the intended conclusion. This may then come as a surprise to the reader since it is not explained how the mathematician knew in the beginning which steps to take. The analytic method often reflects better how mathematicians actually make their discoveries. For this reason, it is often seen as the better method for teaching mathematics. It starts with the intended conclusion and tries to find another formula from which it can be deduced. It then goes on to apply the same process to this new formula until it has traced back all the way to already proven theorems. The difference between the two methods concerns primarily how mathematicians think and present their
proofs Proof most often refers to: * Proof (truth), argument or sufficient evidence for the truth of a proposition * Alcohol proof, a measure of an alcoholic drink's strength Proof may also refer to: Mathematics and formal logic * Formal proof, a co ...
. The two are equivalent in the sense that the same proof may be presented either way.


Statistics

Statistics investigates the analysis, interpretation, and presentation of
data In the pursuit of knowledge, data (; ) is a collection of discrete values that convey information, describing quantity, quality, fact, statistics, other basic units of meaning, or simply sequences of symbols that may be further interpreted ...
. It plays a central role in many forms of quantitative research that have to deal with the data of many observations and measurements. In such cases,
data analysis Data analysis is a process of inspecting, cleansing, transforming, and modeling data with the goal of discovering useful information, informing conclusions, and supporting decision-making. Data analysis has multiple facets and approaches, enco ...
is used to cleanse,
transform Transform may refer to: Arts and entertainment * Transform (scratch), a type of scratch used by turntablists * ''Transform'' (Alva Noto album), 2001 * ''Transform'' (Howard Jones album) or the title song, 2019 * ''Transform'' (Powerman 5000 album ...
, and
model A model is an informative representation of an object, person or system. The term originally denoted the Plan_(drawing), plans of a building in late 16th-century English, and derived via French and Italian ultimately from Latin ''modulus'', a mea ...
the data to arrive at practically useful conclusions. There are numerous methods of data analysis. They are usually divided into
descriptive statistics A descriptive statistic (in the count noun sense) is a summary statistic that quantitatively describes or summarizes features from a collection of information, while descriptive statistics (in the mass noun sense) is the process of using and an ...
and
inferential statistics Statistical inference is the process of using data analysis to infer properties of an underlying distribution of probability.Upton, G., Cook, I. (2008) ''Oxford Dictionary of Statistics'', OUP. . Inferential statistical analysis infers propertie ...
. Descriptive statistics restricts itself to the data at hand. It tries to summarize the most salient features and present them in insightful ways. This can happen, for example, by visualizing its distribution or by calculating indices such as the
mean There are several kinds of mean in mathematics, especially in statistics. Each mean serves to summarize a given group of data, often to better understand the overall value (magnitude and sign) of a given data set. For a data set, the ''arithme ...
or the
standard deviation In statistics, the standard deviation is a measure of the amount of variation or dispersion of a set of values. A low standard deviation indicates that the values tend to be close to the mean (also called the expected value) of the set, while ...
. Inferential statistics, on the other hand, uses this data based on a sample to draw inferences about the population at large. That can take the form of making generalizations and predictions or by assessing the probability of a concrete hypothesis.


Pedagogy

Pedagogy can be defined as the study or
science Science is a systematic endeavor that builds and organizes knowledge in the form of testable explanations and predictions about the universe. Science may be as old as the human species, and some of the earliest archeological evidence for ...
of
teaching method A teaching method comprises the principles and methods used by teachers to enable student learning. These strategies are determined partly on subject matter to be taught and partly by the nature of the learner. For a particular teaching method t ...
s. In this regard, it is the methodology of
education Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty. Va ...
: it investigates the methods and practices that can be applied to fulfill the
aims of education The philosophy of education is the branch of applied philosophy that investigates the nature of education as well as its aims and problems. It includes the examination of educational theories, the presuppositions present in them, and the arguments ...
. These aims include the transmission of
knowledge Knowledge can be defined as awareness of facts or as practical skills, and may also refer to familiarity with objects or situations. Knowledge of facts, also called propositional knowledge, is often defined as true belief that is distinc ...
as well as fostering
skill A skill is the learned ability to act with determined results with good execution often within a given amount of time, energy, or both. Skills can often be divided into domain-general and domain-specific skills. For example, in the domain of wo ...
s and
character trait In psychology, trait theory (also called dispositional theory) is an approach to the study of human personality psychology, personality. Trait theorists are primarily interested in the measurement of ''traits'', which can be defined as habitual pa ...
s. Its main focus is on teaching methods in the context of regular
school A school is an educational institution designed to provide learning spaces and learning environments for the teaching of students under the direction of teachers. Most countries have systems of formal education, which is sometimes compuls ...
s. But in its widest sense, it encompasses all forms of education, both inside and outside schools. In this wide sense, pedagogy is concerned with "any conscious activity by one person designed to enhance learning in another". The teaching happening this way is a process taking place between two parties: teachers and learners. Pedagogy investigates how the teacher can help the learner undergo
experience Experience refers to conscious events in general, more specifically to perceptions, or to the practical knowledge and familiarity that is produced by these conscious processes. Understood as a conscious event in the widest sense, experience involv ...
s that promote their
understanding Understanding is a psychological process related to an abstract or physical object, such as a person, situation, or message whereby one is able to use concepts to model that object. Understanding is a relation between the knower and an object o ...
of the subject matter in question. Various influential pedagogical theories have been proposed. Mental-discipline theories were already common in ancient Greek and state that the main goal of teaching is to train intellectual capacities. They are usually based on a certain ideal of the capacities, attitudes, and values possessed by educated people. According to naturalistic theories, there is an inborn natural tendency in children to develop in a certain way. For them, pedagogy is about how to help this process happen by ensuring that the required external conditions are set up. Herbartianism identifies five essential components of teaching: preparation, presentation, association, generalization, and application. They correspond to different phases of the educational process: getting ready for it, showing new ideas, bringing these ideas in relation to known ideas, understanding the general principle behind their instances, and putting what one has learned into practice.
Learning theories Learning theory describes how students receive, process, and retain knowledge during learning. Cognitive, emotional, and environmental influences, as well as prior experience, all play a part in how understanding, or a world view, is acquired or ...
focus primarily on how learning takes place and formulate the proper methods of teaching based on these insights. One of them is apperception or association theory, which understands the
mind The mind is the set of faculties responsible for all mental phenomena. Often the term is also identified with the phenomena themselves. These faculties include thought, imagination, memory, will, and sensation. They are responsible for various m ...
primarily in terms of associations between ideas and experiences. On this view, the mind is initially a
blank slate ''Tabula rasa'' (; "blank slate") is the theory that individuals are born without built-in mental content, and therefore all knowledge comes from experience or perception. Epistemological proponents of ''tabula rasa'' disagree with the doctri ...
. Learning is a form of developing the mind by helping it establish the right associations.
Behaviorism Behaviorism is a systematic approach to understanding the behavior of humans and animals. It assumes that behavior is either a reflex evoked by the pairing of certain antecedent (behavioral psychology), antecedent stimuli in the environment, o ...
is a more externally oriented learning theory. It identifies learning with
classical conditioning Classical conditioning (also known as Pavlovian or respondent conditioning) is a behavioral procedure in which a biologically potent stimulus (e.g. food) is paired with a previously neutral stimulus (e.g. a triangle). It also refers to the learni ...
, in which the learner's behavior is shaped by presenting them with a stimulus with the goal of evoking and solidifying the desired response pattern to this stimulus. The choice of which specific method is best to use depends on various factors, such as the subject matter and the learner's age. Interest and curiosity on the side of the student are among the key factors of learning success. This means that one important aspect of the chosen teaching method is to ensure that these motivational forces are maintained, through intrinsic or extrinsic motivation. Many forms of education also include regular assessment of the learner's progress, for example, in the form of tests. This helps to ensure that the teaching process is successful and to make adjustments to the chosen method if necessary.


Related concepts

Methodology has several related concepts, such as ''
paradigm In science and philosophy, a paradigm () is a distinct set of concepts or thought patterns, including theories, research methods, postulates, and standards for what constitute legitimate contributions to a field. Etymology ''Paradigm'' comes f ...
'' and ''
algorithm In mathematics and computer science, an algorithm () is a finite sequence of rigorous instructions, typically used to solve a class of specific Computational problem, problems or to perform a computation. Algorithms are used as specificat ...
''. In the context of
science Science is a systematic endeavor that builds and organizes knowledge in the form of testable explanations and predictions about the universe. Science may be as old as the human species, and some of the earliest archeological evidence for ...
, a paradigm is a conceptual
worldview A worldview or world-view or ''Weltanschauung'' is the fundamental cognitive orientation of an individual or society encompassing the whole of the individual's or society's knowledge, culture, and point of view. A worldview can include natural p ...
. It consists of a number of basic concepts and general theories, that determine how the studied phenomena are to be conceptualized and which scientific methods are considered reliable for studying them. Various theorists emphasize similar aspects of methodologies, for example, that they shape the general outlook on the studied phenomena and help the researcher see them in a new light. In
computer science Computer science is the study of computation, automation, and information. Computer science spans theoretical disciplines (such as algorithms, theory of computation, information theory, and automation) to Applied science, practical discipli ...
, an algorithm is a procedure or methodology to reach the solution of a problem with a finite number of steps. Each step has to be precisely defined so it can be carried out in an unambiguous manner for each application. For example, the
Euclidean algorithm In mathematics, the Euclidean algorithm,Some widely used textbooks, such as I. N. Herstein's ''Topics in Algebra'' and Serge Lang's ''Algebra'', use the term "Euclidean algorithm" to refer to Euclidean division or Euclid's algorithm, is an effi ...
is an algorithm that solves the problem of finding the
greatest common divisor In mathematics, the greatest common divisor (GCD) of two or more integers, which are not all zero, is the largest positive integer that divides each of the integers. For two integers ''x'', ''y'', the greatest common divisor of ''x'' and ''y'' is ...
of two
integer An integer is the number zero (), a positive natural number (, , , etc.) or a negative integer with a minus sign (−1, −2, −3, etc.). The negative numbers are the additive inverses of the corresponding positive numbers. In the language ...
s. It is based on simple steps like comparing the two numbers and subtracting one from the other.


See also

* *
Philosophical methodology In its most common sense, philosophical methodology is the field of inquiry studying the methods used to do philosophy. But the term can also refer to the methods themselves. It may be understood in a wide sense as the general study of principles ...
*
Scientific method The scientific method is an empirical method for acquiring knowledge that has characterized the development of science since at least the 17th century (with notable practitioners in previous centuries; see the article history of scientific m ...
*
Software development process In software engineering, a software development process is a process of dividing software development work into smaller, parallel, or sequential steps or sub-processes to improve design, product management. It is also known as a software devel ...


References


Further reading

* Berg, Bruce L., 2009, ''Qualitative Research Methods for the Social Sciences''. Seventh Edition. Boston MA: Pearson Education Inc. * Creswell, J. (1998). ''Qualitative inquiry and research design: Choosing among five traditions''. Thousand Oaks, California: Sage Publications. * Creswell, J. (2003). ''Research Design: Qualitative, Quantitative, and Mixed Methods Approaches''. Thousand Oaks, California: Sage Publications. * Franklin, M.I. (2012)
''Understanding Research: Coping with the Quantitative-Qualitative Divide''
London and New York: Routledge. * Guba, E. and Lincoln, Y. (1989). ''Fourth Generation Evaluation''. Newbury Park, California: Sage Publications. * Herrman, C. S. (2009). "Fundamentals of Methodology", a series of papers On the ''Social Science Research Network'' (SSRN)
online
* Howell, K. E. (2013) Introduction to the Philosophy of Methodology. London, UK: Sage Publications. * Ndira, E. Alana, Slater, T. and Bucknam, A. (2011).
Action Research for Business, Nonprofit, and Public Administration - A Tool for Complex Times .
' Thousand Oaks, CA: Sage. * Joubish, Farooq Dr. (2009). ''Educational Research'' Department of Education, Federal Urdu University, Karachi, Pakistan * Patton, M. Q. (2002). ''Qualitative research & evaluation methods'' (3rd edition). Thousand Oaks, California: Sage Publications. * Silverman, David (Ed). (2011). ''Qualitative Research: Issues of Theory, Method and Practice'', Third Edition. London, Thousand Oaks, New Delhi, Singapore: Sage Publications * Soeters, Joseph; Shields, Patricia and Rietjens, Sebastiaan. 2014
Handbook of Research Methods in Military Studies
New York: Routledge. *


External links


Freedictionary
usage note on the word Methodology
Researcherbook
research methodology forum and resources {{Authority control