Part of a series on
Research
show Research design
show Research strategy
show Methodology
show Methods
show Tools and software
Philosophy portal

In its most common sense, methodology is the study of research methods. However, the term can also refer to the methods themselves or to the philosophical discussion of associated background assumptions. A method is a structured procedure for bringing about a certain goal, like acquiring knowledge or verifying knowledge claims. This normally involves various steps, like choosing a sample, collecting data from this sample, and interpreting the data. The study of methods concerns a detailed description and analysis of these processes. It includes evaluative aspects by comparing different methods. This way, it is assessed what advantages and disadvantages they have and for what research goals they may be used. These descriptions and evaluations depend on philosophical background assumptions. Examples are how to conceptualize the studied phenomena and what constitutes evidence for or against them. When understood in the widest sense, methodology also includes the discussion of these more abstract issues.

Methodologies are traditionally divided into quantitative and qualitative research. Quantitative research is the main methodology of the natural sciences. It uses precise numerical measurements. Its goal is usually to find universal laws used to make predictions about future events. The dominant methodology in the natural sciences is called the scientific method. It includes steps like observation and the formulation of a hypothesis. Further steps are to test the hypothesis using an experiment, to compare the measurements to the expected results, and to publish the findings.

Qualitative research is more characteristic of the social sciences and gives less prominence to exact numerical measurements. It aims more at an in-depth understanding of the meaning of the studied phenomena and less at universal and predictive laws. Common methods found in the social sciences are surveys, interviews, focus groups, and the nominal group technique. They differ from each other concerning their sample size, the types of questions asked, and the general setting. In recent decades, many social scientists have started using mixed-methods research, which combines quantitative and qualitative methodologies.

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. A few theorists reject methodology as a discipline in general. For example, some argue that it is useless since methods should be used rather than studied. Others hold that it is harmful because it restricts the freedom and creativity of researchers. Methodologists often respond to these objections by claiming that a good methodology helps researchers arrive at reliable theories in an efficient way. The choice of method often matters since the same factual material can lead to different conclusions depending on one's method. Interest in methodology has risen in the 20th century due to the increased importance of interdisciplinary work and the obstacles hindering efficient cooperation.

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 discussions of background assumptions involved in these processes. Some researchers distinguish methods from methodologies by holding that methods are modes of data collection 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 is a method of data analysis, radiocarbon dating is a method of determining the age of organic objects, sautéing is a method of cooking, and project-based learning is an educational 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 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, society, and thought.

In this sense, methodology can refer to procedures used to arrive at new knowledge or to techniques of verifying and falsifying pre-existing knowledge claims.[9] 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 of the principles of methods, rules, and postulates employed by a discipline". This study or analysis involves uncovering assumptions and practices associated with the different methods and a detailed description of research designs and hypothesis testing. 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 skills, 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. 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, "[a] 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 conceptual 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 argues in his The Structure of Scientific Revolutions that sciences operate within a framework or a paradigm 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 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 that comes with it.

The discussion of background assumptions can include metaphysical and ontological 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 is often associated with an emphasis on empirical data collection and a more distanced and objective attitude. Idealists, on the other hand, hold that external reality is not fully independent of the mind and tend, therefore, to include more subjective tendencies in the research process as well.

For the quantitative approach, philosophical debates in methodology include the distinction between the inductive and the hypothetico-deductive interpretation of the scientific method. For qualitative research, many basic assumptions are tied to philosophical positions such as hermeneutics, pragmatism, Marxism, critical theory, and postmodernism.

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 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.