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Methodology means the systematic study of the methods, principles, procedures and rules applied
within a discipline. Hence research methodology
Significance /Relevance of research for management
OR
Role of research in industry
Significant in solving various operational and planning problems of business and industry
Market research (investigation of the structure and development of market)
Important for formulating policies for purchase, production and sales
Motivational research studies consumers motives in their purchase behavior (Consumer
behavior)
Operations research refers to the application of mathematical, logical and analytical techniques
to the solution of business problems of optimization of resource use, cost minimization and profit
maximization.
Aid to Informed decision making
Helps identify problem areas
Aid to forecasting
Helps business budgeting
Tool for efficient production and investment decision making
Optimal utilization of resources
Basis for innovation
Managers need research to measure and compare the ROI on various strategies.
Helps in a better understanding of employees, stockholders and customers
Objectives of Research
1. To gain familiarity with a certain phenomenon or gain new insights (Exploratory research)
2. To portray accurately the characteristics of a particular individual, group or situation. (Descriptive)
3. To see the frequency with which some phenomenon is associated with something else (Diagnostic)
4. Hypothesis of causal relationship between variables (Hypothesis-testing)
Criteria of Good Research
Good research is systematic- structured with specified steps taken in specified sequence in
accordance with well-defined rules
Good research is logical: logical reasoning makes research more meaningful in the context of
decision making
Good research is empirical: dealing with concrete data that provides the basis for external
validity to research results.
2. Research Process (source of data etc) should be described in sufficient detail-except when secrecy is
required-This will help verify, correct and extend knowledge, keeping the continuity of what has
already been achieved.
3. Design (Sampling, questionnaire, observation etc) should be thoroughly planned so as to yield
objective results.
4. High ethical standards -from misusing information , to forcing respondents to answering questions to
animal rights and human dignity- Dilemma
5. Limitations should be frankly revealed (e-g., flaws in design) so that the decision maker is made
aware.
6. Analysis of data should be adequate and methods of analysis appropriate. Should check for reliability
and validity, and probability of error
7. Unambiguous presentation should be avoided.
8. Conclusions should be confined to those justified by the data of the research.
1. Interest: a research endeavour is usually time consuming, and involves hard work and possibly
unforeseen problems. One should select topic of great interest to sustain the required motivation.
2. Magnitude: It is extremely important to select a topic that you can manage within the time and
resources at your disposal. Narrow the topic down to something manageable, specific and clear.
3. Measurement of concepts: Make sure that you are clear about the indicators and measurement of
concepts (if used) in your study.
4. Level of expertise: Make sure that you have adequate level of expertise for the task you are
proposing since you need to do the work yourself.
5. Relevance: Ensure that your study adds to the existing body of knowledge, bridges current gaps and
is useful in policy formulation. This will help you to sustain interest in the study.
6. Availability of data: Before finalizing the topic, make sure that data are available.
7. Ethical issues: How ethical issues can affect the study population and how ethical problems can be
overcome should be thoroughly examined at the problem formulating stage.
Note the theories put forward, the criticisms of these and their basis, the methodologies adopted and
the criticisms of them.
Examine to what extent the findings can be generalized to other situations. Ascertain the areas in
which little or nothing is known-the gaps that exist in the body of knowledge.
3. Develop a theoretical framework:
As you have limited time it is important to set parameters by reviewing the literature in relation to
some main themes pertinent to your research topic.
As you start reading the literature, you will realize that it deals with a number of aspects that have a
direct `and indirect bearing on your research topic. Use these aspects as a basis for developing your
theoretical framework.
Until you go through the literature you cannot develop a theoretical framework and until you have
developed a theoretical framework, you cannot effectively review the literature.
Literature pertinent to your study may deal with two types of information:
- universal;
- more specific( i.e. local trends or specific program)
In writing about such information you should start with the general information, gradually narrowing
down to the specific.
4. Writing up the literature reviewed:
In order to comply with the first function of literature review i.e. to provide theoretical background to your
study:
-List the main themes that have emerged while reading literature.
-Convert them into subheadings. These subheadings should be precise, descriptive of the theme in
question, and follow a logical progression.
-Now, under each subheading, record the main findings with respect to the theme in question,
highlighting the reasons for and against an argument if they exist, and identify gaps and issues.
In order to comply with the second function of literature review i.e. contextualising the findings of your
study- requires you to very systematically compare your findings with those made by others. Quote from
these studies to show how your findings contradict, confirm or add to them. It places your findings in the
context of
what others have found out. This function is undertaken when writing about your findings i.e. after
analysis of your data.
Objectives are the goals you set out to attain in your study.
They inform a reader what you want to attain through the study.
It is extremely important to word them clearly and specifically.
Objectives should be listed under two headings:
a) main objectives ( aims)--- The main objective is an overall statement of the thrust of your
study. It is also a statement of the main associations and relationships that you seek to
discover or establish.
b) sub-objectives--- The sub-objectives are the specific aspects of the topic that you want to
investigate within the main framework of your study.
They should be numerically listed.
Wording should clearly, completely and specifically communicate to your readers your intention.
Each objective should contain only one aspect of the Study.
Identifying Variables:
In a research study it is important that the concepts used should be operationalised in
measurable terms so that the extent of variations in respondents understanding is reduced if not
eliminated.
Techniques about how to operationalise concepts, and knowledge about variables, play an
important role in reducing this variability. Their knowledge, therefore is important in fine tuning
your research problem.
For example:
-Jet Airways is a perfect example of quality cabin service.
- Food in this restaurant is excellent.
- The middle class in India is getting more prosperous.
When people express these feelings or preferences, they do so on the basis of certain criteria in
their minds. Their judgement is based upon indicators that lead them to conclude and express
that opinion.
These are judgements that require a sound basis on which to proclaim. This warrants the use of
a measuring mechanism and it is in the process of measurement that knowledge about variables
plays an important role.
EXTRANEOUS VARIABLES
. . . are those factors in the research environment which may have an effect on the dependent
variable(s) but which are not controlled. Extraneous variables are dangerous. They may damage a
study's validity, making it impossible to know whether the effects were caused by the independent and
moderator variables or some extraneous factor. If they cannot be controlled, extraneous variables must
at least be taken into consideration when interpreting results.
MODERATOR VARIABLES
. . . affect the relationship between the independent and dependent variables by modifying the effect of
the intervening variable(s). Unlike extraneous variables, moderator variables are measured and taken
into consideration. Typical moderator variables in TESL and language acquisition research (when they
are not the major focus of the study) include the sex, age, culture, or language proficiency of the
subjects.
CONTROL VARIABLES
Language learning and teaching are very complex processes. It is not possible to consider every
variable in a single study. Therefore, the variables that are not measured in a particular study must be
held constant, neutralized/balanced, or eliminated, so they will not have a biasing effect on the other
variables. Variables that have been controlled in this way are called control variables.
A research design is the determination and statement of the general research approach or strategy
adopted for the particular project. It is the heart of planning.
A research design is the specification of methods and procedures for acquiring the information needed.
It is the over-all operational pattern or framework of the project that stipulates what information is to be
collected from which source by what procedures.
Importance/utility of research design
Research design is important as it prepares proper framework within which the research
work/activity will be actually carried out.
Research design acts as a blue print for the conduct of the whole research project.
It introduces efficiency in investigation and generates confidence in the final outcome of the
study.
Research design gives proper direction and time-table to research activity. It keeps adequate
check on the research work and ensures its completion within certain time limit. It keeps the
whole research project on the right track.
Research design avoids possible errors as regards research problem, information requirement
and so on.
It gives practical orientation to the whole research work and makes it relevant to the marketing
problems faced by the sponsoring organisation.
Finally, it makes the whole research process compact and result-oriented. A researcher should
not go ahead with his research project unless the research design is planned properly.
Exploratory research is often conducted because a problem has not been clearly defined as yet, or
its real scope is as yet unclear.
It allows the researcher to familiarize him/herself with the problem or concept to be studied, and
perhaps generate hypotheses (definition of hypothesis) to be tested. It is the initial research, before
more conclusive research (definition of conclusive research) is undertaken.
Exploratory research helps determine the best research design, data collection method and
selection of subjects, and sometimes it even concludes that the problem does not exist!
Another common reason for conducting exploratory research is to test concepts before they are put
in the marketplace, always a very costly endeavour. In concept testing, consumers are provided
either with a written concept or a prototype for a new, revised or repositioned product, service or
strategy.
Exploratory research can be quite informal, relying on secondary research such as reviewing
available literature and/or data, or qualitative (definition of qualitative research) approaches such as
informal discussions with consumers, employees, management or competitors, and more formal
approaches through in-depth interviews, focus groups, projective methods, case studies or pilot
studies.
The results of exploratory research are not usually useful for decision-making by themselves, but
they can provide significant insight into a given situation. Although the results of qualitative research
can give some indication as to the "why", "how" and "when" something occurs, it cannot tell us "how
often" or "how many". In other words, the results can neither be generalized; they are not
representative of the whole population being studied.
Descriptive research
It is also known as statistical research, describes data and characteristics about the population or
phenomenon being studied.
Descriptive research answers the questions who, what, where, when and how.
Although the data description is factual, accurate and systematic, the research cannot describe
what caused a situation. Thus, descriptive research cannot be used to create a causal relationship,
where one variable affects another. In other words, descriptive research can be said to have a low
requirement for internal validity.
The description is used for frequencies, averages and other statistical calculations. Often the best
approach, prior to writing descriptive research, is to conduct a survey investigation. research often
has the aim of description and researchers may boner follow-up with examinations of why the
observations exist and what the implications of the findings are.
In short descriptive research deals with everything that can be counted and studied. But there are
always restrictions to that. Your research must have an impact to the lives of the people around you.
For example, finding the most frequent disease that affects the children of a town. The reader of the
research will know what to do to prevent that disease thus, more people will live a healthy life.
Causal Research
It explores the effect of one thing on another and more specifically, the effect of one variable on
another. The research is used to measure what impact a specific change will have on existing
norms and allows market researchers to predict hypothetical scenarios upon which a company can
base its business plan.
For example, if a clothing company currently sells blue denim jeans, causal research can measure
the impact of the company changing the product design to the colour white. Following the research,
company bosses will be able to decide whether changing the colour of the jeans to white would be
profitable.
To summarise, causal research is a way of seeing how actions now will affect a business in the
future.
The preparation of research design, appropriate for a particular research problem, involves the
consideration of the following:
1. Objectives of the research study.
2. Method of Data Collection to be adopted
3. Source of informationSample Design
4. Tool for Data collection
3. Leading Questions
Leading questions are questions that force your audience for a particular type of answer. In a leading
question, all the answers would be equally likely. An example of a leading question would be a question
that would have choices such as, fair, good, great, poor, superb, excellent etc. By asking a question and
then giving answers such as these, you will be able to get an opinion from your audience.
Example of an Open Format Question
4. Importance Questions
In importance questions, the respondents are usually asked to rate the importance of a particular issue,
on a rating scale of 1-5. These questions can help you grasp what are the things that hold importance to
your respondents. Importance questions can also help you make business critical decisions.
Example of an Open Format Question
5. Likert Questions
Likert questions can help you ascertain how strongly your respondent agrees with a particular
statement. Likert questions can also help you assess how your customers feel towards a certain issue,
product or service.
Example of an Open Format Question
6. Dichotomous Questions
Dichotomous questions are simple questions that ask respondents to just answer yes or no. One major
drawback of a dichotomous question is that it cannot analyze any of the answers between yes and no.
Example of an Open Format Question
7. Bipolar Questions
Bipolar questions are questions that have two extreme answers. The respondent is asked to mark
his/her responses between the two opposite ends of the scale.
Example of an Open Format Question
Avoid negative questions which have not in them as it is confusing for respondent to agree or
disagree.
Question should not contain Prestige Bias causing embarrassment or forcing the respondent to
give false answer in order to look good. Questions about educational qualification or income might
elicit this type of response
Use indirect questions for sensitive issues- in indirect questions respondents can relate their answer
to other people.
Using closed- ended questions- try to make sure that all possible answers are covered so that
respondents are not constrained in their answer. Dont Know category also needs to be added.
Avoiding Leading Question: Dont lead the respondent to answer in a certain way. e.g. How often do
you wash your car? assumes that respondent has a car and he washes his car. Instead, ask a filter
question to find if he has a car, and then, If you wash your car, how many times a year?
Length and ordering of the Questions: - Keep the questionnaire as short as possible
Ask easy questions which respondents will enjoy answering
If combined questionnaire, keep open ended Qs for the end.
Make Qs as interesting as possible and easy to follow by varying type and length of question
Group the qs. Into specific topic as this it makes it easier to understand and follow.
Layout and spacing is important as cluttered Questionnaire is less likely to be answered.
Piloting the Questionnaire
Once you have constructed your questionnaire, you must pilot it. This means that you must test it out to
see if it is obtaining the result you require. This is done by asking people to read it through and see if
there are any ambiguities which you have not noticed. They should also be asked to comment about the
length, structure and wording of the questionnaire Alter the questions accordingly
Interviews
Interviewing is a technique that is primarily used to gain an understanding of the underlying reasons and
motivations for peoples attitudes, preferences or behaviour. Interviews can be undertaken on a
personal one-to-one basis or in a group. They can be conducted at work, at home, in the street or in a
shopping centre, or some other agreed location.
Personal interview
Interviewee is interviewed personally.
Advantages:
Disadvantages:
Time consuming.
Geographic limitations.
Can be expensive.
Normally need a set of questions.
Respondent bias tendency to please or impress, create false personal image, or end interview
quickly.
Embarrassment possible if personal questions.
If many interviewers, training required.
The unstructured informal interview is normally conducted as a preliminary step in the research
process to generate ideas/hypotheses about the subject being investigated so that these might
be tested later in the survey proper.
Such interviews are entirely informal and are not controlled by a specific set of detailed
questions. Rather the interviewer is guided by a pre-defined list of issues. These interviews
amount to an informal conversation about the subject.
Informal interviewing is not concerned with discovering 'how many' respondents think in a
particular way on an issue (this is what the final survey itself will discover). The aim is to find out
how people think and how they react to issues, so that the ultimate survey questionnaire can be
framed along the lines of thought that will be most natural to respondents.
The respondent is encouraged to talk freely about the subject, but is kept to the point on issues
of interest to the researcher. The respondent is encouraged to reveal everything that he/she feels
and thinks about these points.
The interviewer must note (or tape-record) all remarks that may be relevant and pursue them
until he/she is satisfied that there is no more to be gained by further probing.
Properly conducted, informal interviews can give the researcher an accurate feel for the subject
to be surveyed. Focus groups, discussed later in this chapter, make use of relatively unstructured
interviews.
With structured standardised interviews, the format is entirely different. A structured interview
follows a specific questionnaire and this research instrument is usually used as the basis for most
quantitative surveys. A standardised structured questionnaire is administered where specific
questions are asked in a set order and in a set manner to ensure no variation between
interviews.
Respondents' answers are recorded on a questionnaire form (usually with pre-specified response
formats) during the interview process, and the completed questionnaires are most often analysed
quantitatively. The structured interview usually denies the interviewer the opportunity to either
add or remove questions, change their sequence or alter the wording of questions.
Telephone interview
This is an alternative form of interview to the personal, face-to-face interview.
Advantages:
Relatively cheap.
Quick.
Can cover reasonably large numbers of people or organisations.
Wide geographic coverage.
High response rate keep going till the required number.
No waiting.
Spontaneous response.
Can tape answers.
Disadvantages:
Often connected with selling.
Questionnaire required.
Repeat calls are inevitable average 2.5 calls to get someone.
Time is wasted.
Straightforward questions are required.
Respondent has little time to think.
Cannot use visual aids.
Can cause irritation.
Good telephone manner is required.
Focus group interviews
Focus Groups
Focus groups are a data collection method. Data is collected through a semi-structured group interview
process. Focus groups are moderated by a group leader. Focus groups are generally used to collect
data on a specific topic.
Characteristics of focus groups
The design of focus group research will vary based on the research question being studied. Below, we
highlight some general principles to consider:
Standardization of questions -- Focus groups can vary in the extent to which they follow a structured
protocol or permit discussion to emerge
Number of focus groups conducted - or sampling will depend on the 'segmentation' or different
stratifications (e.g. age, sex, socioeconomic status, health status) that the researcher identifies as
important to the research topic
Number of participants per group - the rule of thumb has been 6-10 homogeneous strangers, but as
Morgan (1996) points out there may be reasons to have smaller or slightly larger groups
Level of moderator involvement - can vary from high to low degree of control exercised during focus
groups (e.g. extent to which structured questions are asked and group dynamics are actively managed)
Consider audio- or video-recording focus group sessions (or even both). Video will be helpful for
identifying who is speaking. Recordings also provide access to nuances of the discussion and
the abilility to replay sessions during analysis
Transcribe focus group discussions
Have a least 2-3 researchers (in addition to the moderator) attend the focus group and take
notes. The focus of each researcher's note-taking efforts might be different (e.g. nonverbal
behavior, group dynamics, emergent themes).
Note taking is important to capture nonverbal data. Even if one is video-recording a group, some
nonverbal behavior will be lost that might be recorded by a note-taker.
Benefits
Observation
Observation involves recording the behavioural patterns of people, objects and events in a systematic
manner. Observational methods may be:
Structured or unstructured
In structured observation, the researcher specifies in detail what is to be observed and how the
measurements are to be recorded. It is appropriate when the problem is clearly defined and the
information needed is specified.
In unstructured observation, the researcher monitors all aspects of the phenomenon that seem
relevant. It is appropriate when the problem has yet to be formulated precisely and flexibility is needed in
observation to identify key components of the problem and to develop hypotheses. The potential for bias
is high. Observation findings should be treated as hypotheses to be tested rather than as conclusive
findings.
Disguised or undisguised
In disguised observation, respondents are unaware they are being observed and thus behave naturally.
Disguise is achieved, for example, by hiding, or using hidden equipment or people disguised as
shoppers.
In undisguised observation, respondents are aware they are being observed. There is a danger of the
Hawthorne effect people behave differently when being observed.
Natural or contrived
Natural observation involves observing behaviour as it takes place in the environment, for example,
eating hamburgers in a fast food outlet.
In contrived observation, the respondents behaviour is observed in an artificial environment, for
example, a food tasting session.
Personal
In personal observation, a researcher observes actual behaviour as it occurs. The observer may or may
not normally attempt to control or manipulate the phenomenon being observed. The observer merely
records what takes place.
Mechanical
Mechanical devices (video, closed circuit television) record what is being observed. These devices may
or may not require the respondents direct participation. They are used for continuously recording ongoing behaviour.
Non-participant
The observer does not normally question or communicate with the people being observed. He or she
does not participate.
Participant
In participant observation, the researcher becomes, or is, part of the group that is being investigated.
Participant observation has its roots in ethnographic studies (study of man and races) where
researchers would live in tribal villages, attempting to understand the customs and practices of that
culture. It has a very extensive literature, particularly in sociology (development, nature and laws of
human society) and anthropology (physiological and psychological study of man). Organisations can be
viewed as tribes with their own customs and practices.
Case-studies
The term case-study usually refers to a fairly intensive examination of a single unit such as a person, a
small group of people, or a single company. Case-studies involve measuring what is there and how it
got there. In this sense, it is historical. It can enable the researcher to explore, unravel and understand
problems, issues and relationships. It cannot, however, allow the researcher to generalise, that is, to
argue that from one case-study the results, findings or theory developed apply to other similar casestudies. The case looked at may be unique and, therefore not representative of other instances. It is, of
course, possible to look at several case-studies to represent certain features of management that we
are interested in studying. The case-study approach is often done to make practical improvements.
Contributions to general knowledge are incidental.
The case-study method has four steps:
1. Determine the present situation.
2. Gather background information about the past and key variables.
3. Test hypotheses. The background information collected will have been analysed for possible
hypotheses. In this step, specific evidence about each hypothesis can be gathered. This step aims to
eliminate possibilities which conflict with the evidence collected and to gain confidence for the
important hypotheses. The culmination of this step might be the development of an experimental
design to test out more rigorously the hypotheses developed, or it might be to take action to remedy
the problem.
4. Take remedial action. The aim is to check that the hypotheses tested actually work out in practice.
Some action, correction or improvement is made and a re-check carried out on the situation to see
what effect the change has brought about.
The case-study enables rich information to be gathered from which potentially useful hypotheses can be
generated. It can be a time-consuming process. It is also inefficient in researching situations which are
already well structured and where the important variables have been identified. They lack utility when
attempting to reach rigorous conclusions or determining precise relationships between variables.
Diaries
A diary is a way of gathering information about the way individuals spend their time on professional
activities. They are not about records of engagements or personal journals of thought! Diaries can
record either quantitative or qualitative data, and in management research can provide information
about work patterns and activities.
Advantages:
Disadvantages:
Subjects need to be clear about what they are being asked to do, why and what you plan to do
with the data.
Diarists need to be of a certain educational level.
Some structure is necessary to give the diarist focus, for example, a list of headings.
Encouragement and reassurance are needed as completing a diary is time-consuming and can
be irritating after a while.
Progress needs checking from time-to-time.
Confidentiality is required as content may be critical.
Analyses problems, so you need to consider how responses will be coded before the subjects
start filling in diaries.
Portfolios
A measure of a managers ability may be expressed in terms of the number and duration of issues or
problems being tackled at any one time. The compilation of problem portfolios is recording information
about how each problem arose, methods used to solve it, difficulties encountered, etc. This analysis
also raises questions about the persons use of time. What proportion of time is occupied in checking; in
handling problems given by others; on self-generated problems; on top-priority problems; on minor
issues, etc? The main problem with this method and the use of diaries is getting people to agree to
record everything in sufficient detail for you to analyse. It is very time-consuming!
SECONDARY DATA
Secondary data is the data that have been already collected by and readily available from other
sources. Such data are cheaper and more quickly obtainable than the primary data and also may be
available when primary data can not be obtained at all.
Collection of Secondary Data
The secondary sources can be classified into two categories via. Published and unpublished sources.
A. Published Sources
Generally, published sources are international, national, govt., semi-Govt, private corporate bodies,
trade associations, expert committee and commission reports and research reports.
They collect the statistical data in different fields like national income, population, prices, employment,
wages, export, import etc. These reports are published on regular basis i.e., annually, quarterly,
monthly, fortnightly, weekly, daily and so on. These published sources of the secondary data are given
below:
1. Govt. Publications:
The Central Statistical Organization (CSO) and various state govt. collect compile and publish data on
regular basis. Some of the important such publications are:
(i) Indian Trade Journals
(ii) Reports on Currency and Finance
(iii) Indian Customs and Central Excise Tariff
(x) Economic Survey and so on.
2. International Bodies:
All foreign govts and international agencies publish regular reports of international significance. These
reports are regularly published by the agencies like;
SAMPLING
In statistics and survey methodology, sampling is concerned with the selection of a subset of individuals
from within a population to estimate characteristics of the whole population.
Researchers rarely survey the entire population because the cost of a census is too high. The three
main advantages of sampling are that the cost is lower, data collection is faster, and since the data set
is smaller it is possible to ensure homogeneity and to improve the accuracy and quality of the data.
Each observation measures one or more properties (such as weight, location, color) of observable
bodies distinguished as independent objects or individuals. In survey sampling, weights can be applied
to the data to adjust for the sample design, particularly stratified sampling (blocking). Results
from probability theory and statistical theory are employed to guide practice. In business and medical
research, sampling is widely used for gathering information about a population.
TYPES OF SAMPLING:
PROBABILITY SAMPLING
A probability sampling scheme is one in which every unit in the population has a chance (greater than
zero) of being selected in the sample, and this probability can be accurately determined. The
combination of these traits makes it possible to produce unbiased estimates of population totals, by
weighting sampled units according to their probability of selection.
Simple Random Sampling
Simple random sampling is a sampling procedure in which every element of the population has the
same chance of being selected and every element in the sample is selected by chance. Simple random
sampling is a method of selecting n units from a population of size N such that every possible sample of
size an has equal chance of being drawn.
Stratified Random Sampling
In this form of sampling, the population is first divided into two or more mutually exclusive segments
based on some categories of variables of interest in the research. It is designed to organize the
population into homogenous subsets before sampling, then drawing a random sample within each
subset. With stratified random sampling the population of N units is divided into subpopulations of units
respectively. These subpopulations, called strata, are non-overlapping and together they comprise the
whole of the population. When these have been determined, a sample is drawn from each, with a
separate draw for each of the different strata. The sample sizes within the strata are denoted by
respectively. If a SRS is taken within each stratum, then the whole sampling procedure is described as
stratified random sampling.
Systematic Sampling
This method of sampling is at first glance very different from SRS. In practice, it is a variant of simple
random sampling that involves some listing of elements - every nth element of list is then drawn for
inclusion in the sample. Say you have a list of 10,000 people and you want a sample of 1,000.
Creating such a sample includes three steps:
1. Divide number of cases in the population by the desired sample size. In this example,
dividing 10,000 by 1,000 gives a value of 10.
2. Select a random number between one and the value attained in Step 1. In this
example, we choose a number between 1 and 10 - say we pick 7.
3. Starting with case number chosen in Step 2, take every tenth record (7, 17, 27, etc.).
More generally, suppose that the N units in the population are ranked 1 to N in some order (e.g.,
alphabetic). To select a sample of n units, we take a unit at random, from the 1st k units and take every
k-th unit thereafter.
The advantages of systematic sampling method over simple random sampling include:
1. It is easier to draw a sample and often easier to execute without mistakes. This is a
particular advantage when the drawing is done in the field.
2. Intuitively, you might think that systematic sampling might be more precise
than SRS. In effect it stratifies the population into n strata, consisting of the 1st k
units, the 2nd k units, and so on. Thus, we might expect the systematic sample to be
as precise as a stratified random sample with one unit per stratum. The difference is
that with the systematic one the units occur at the same relative position in the
stratum whereas with the stratified, the position in the stratum is determined
separately by randomization within each stratum.
Cluster Sampling
In some instances the sampling unit consists of a group or cluster of smaller units that we call elements
or subunits (these are the units of analysis for your study). There are two main reasons for the
widespread application of cluster sampling. Although the first intention may be to use the elements as
sampling units, it is found in many surveys that no reliable list of elements in the population is available
and that it would be prohibitively expensive to construct such a list. In many countries there are no
complete and updated lists of the people, the houses or the farms in any large geographical region.
Even when a list of individual houses is available, economic considerations may point to the choice of a
larger cluster unit. For a given size of sample, a small unit usually gives more precise results than a
large unit. For example a SRS of 600 houses covers a town more evenly than 20 city blocks containing
an average of 30 houses apiece. But greater field costs are incurred in locating 600 houses and in
traveling between them than in covering 20 city blocks. When cost is balanced against precision, the
larger unit may prove superior.
Important things about cluster sampling:
1. Most large scale surveys are done using cluster sampling;
2. Clustering may be combined with stratification, typically by clustering within strata;
3. In general, for a given sample size n cluster samples are less accurate than the other
types of sampling in the sense that the parameters you estimate will have greater
variability than an SRS, stratified random or systematic sample.
NON PROBABILITY SAMPLING
Non-probability sampling is any sampling method where some elements of the population
have no chance of selection or where the probability of selection can't be accurately determined. It
involves the selection of elements based on assumptions regarding the population of interest, which
forms the criteria for selection. Hence, because the selection of elements is nonrandom, nonprobability
sampling does not allow the estimation of sampling errors. These conditions give rise to exclusion bias.
Availability Sampling
Availability sampling is a method of choosing subjects who are available or easy to find. This method is
also sometimes referred to as haphazard, accidental, or convenience sampling. The primary advantage
of the method is that it is very easy to carry out, relative to other methods. A researcher can merely
stand out on his/her favorite street corner or in his/her favorite tavern and hand out surveys. One place
this used to show up often is in university courses.
The primary problem with availability sampling is that you can never be certain what population the
participants in the study represent. The population is unknown, the method for selecting cases is
haphazard, and the cases studied probably don't represent any population you could come up with.
However, there are some situations in which this kind of design has advantages - for example, survey
designers often want to have some people respond to their survey before it is given out in the "real"
research setting as a way of making certain the questions make sense to respondents. For this purpose,
availability sampling is not a bad way to get a group to take a survey, though in this case researchers
care less about the specific responses given than whether the instrument is confusing or makes people
feel bad.
Quota Sampling
Quota sampling is designed to overcome the most obvious flaw of availability sampling. Rather than
taking just anyone, you set quotas to ensure that the sample you get represents certain characteristics
in proportion to their prevalence in the population. Note that for this method, you have to know
something about the characteristics of the population ahead of time. Say you want to make sure you
have a sample proportional to the population in terms of gender - you have to know what percentage of
the population is male and female, then collect sample until yours matches. Marketing studies are
particularly fond of this form of research design.
The primary problem with this form of sampling is that even when we know that a quota sample is
representative of the particular characteristics for which quotas have been set, we have no way of
knowing if sample is representative in terms of any other characteristics. If we set quotas for gender and
age, we are likely to attain a sample with good representativeness on age and gender, but one that may
not be very representative in terms of income and education or other factors.
Purposive Sampling
Purposive sampling is a sampling method in which elements are chosen based on purpose of the study.
Purposive sampling may involve studying the entire population of some limited group (sociology faculty
at Columbia) or a subset of a population (Columbia faculty who have won Nobel Prizes). As with other
non-probability sampling methods, purposive sampling does not produce a sample that is representative
of a larger population, but it can be exactly what is needed in some cases - study of organization,
community, or some other clearly defined and relatively limited group.
Snowball Sampling
Snowball sampling is a method in which a researcher identifies one member of some population of
interest, speaks to him/her, then asks that person to identify others in the population that the researcher
might speak to. This person is then asked to refer the researcher to yet another person, and so on.
Snowball sampling is very good for cases where members of a special population are difficult to locate.
For example, several studies of Mexican migrants in Los Angeles have used snowball sampling to get
respondents.
The method also has an interesting application to group membership - if you want to look at pattern of
recruitment to a community organization over time, you might begin by interviewing fairly recent recruits,
asking them who introduced them to the group. Then interview the people named, asking them who
recruited them to the group.
Correlation analysis
It is a statistical analysis that defines the variation in one variable by the variation in another, without
establishing a cause-and-effect relationship. The coefficient of correlation is a measure of the strength of
the relationship between the variables; that is, how well changes in one variable can be predicted by
changes in another variable. For example, correlation can be shown between the frequency with which
a commercial is aired and sales volumes by plotting on a graph the values of each. A line drawn through
the plotted points defines the correlation algebraically. The greater the density of the points around the
line, the greater the strength of the correlation. In example I, the correlation is high; in example II, the
correlation is low. Although the correlation may be high between advertising exposures and sales, other
factors could be the cause, such as the supply of competitive products, availability of the product in
stores, and so forth.
CHI-SQUARE TEST
T-TEST
A statistical examination of two population means. A two-sample t-test examines whether two samples
are different and is commonly used when the variances of two normal distributions are unknown and
when an experiment uses a small sample size. For example, a t-test could be used to compare the
average floor routine score of the U.S. women's Olympic gymnastics team to the average floor routine
score of China's womens team.
The test statistic in the t-test is known as the t-statistic. The t-test looks at the t-statistic, t-distribution
and degrees of freedom to determine a p value (probability) that can be used to determine whether the
population means differ. The t-test is one of a number of hypothesis tests. To compare three or more
variables, statisticians use an analysis of variance (ANOVA). If the sample size is large, they use a ztest. Other hypothesis tests include the chi-square test and f-test.