Methodology

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.

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. 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. 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. 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.

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. 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. A similar but less complex characterization is sometimes found in the field of language teaching, 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 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.

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. A lot of qualitative research is concerned with some form of human experience or behavior, in which case it tends to focus on a few individuals and their in-depth understanding of the meaning of the studied phenomena. 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, which is not equally well suited to all areas of inquiry. 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. 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. 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. Deductive methods, also referred to as axiomatic methods, are often found in formal sciences, such as geometry. They start from a set of self-evident axioms or first principles and use deduction to infer interesting conclusions from these axioms. Transcendental methods are common in Kantian and post-Kantian 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. 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. According to C. Wright Mills, 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 skills 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. Alan Bryman 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. Its main cognitive aim is usually seen as the creation of knowledge, 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 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. This distinction is based on the idea that experimentation involves some form of manipulation or intervention. Observation played the main role in ancient science. 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. 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. A cornerstone of this approach is the null hypothesis, which assumes that there is no connection (see causality) 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.

Significantly more methodological variety is found in the social sciences, 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. They contrast in this regard to interviews, which put more emphasis on the individual participant and often involve open questions. Structured interviews are planned in advance and have a fixed set of questions given to each individual. They contrast with unstructured interviews, 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 interviews 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. and muddy interview have been used to describe interviews conducted in informal settings which may not occur purely for the purposes of data collection. Some researcher employ the go-along method by conducting interviews while they and the participants navigate through and engage with their environment.

Focus groups are a qualitative research method often used in market research. They constitute a form of group interview involving a small number of demographically 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 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 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.

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.

Philosophy

Philosophical methodology is the metaphilosophical field of inquiry studying the methods used in philosophy. 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 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 and the phenomenological method, has had important impacts on the philosophical discourse.

The geometric method starts from such first principles and employs deductive reasoning 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 and can be used to study appearances independent of assumptions about their causes.
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.
Ordinary language philosophy has a very similar method: it approaches philosophical questions by looking at how the corresponding terms are used in ordinary language.

Many methods in philosophy rely on some form of intuition. They are used, for example, to evaluate thought experiments, which involve imagining situations to assess their possible consequences in order to confirm or refute philosophical theories.
Pragmatists focus on the practical consequences of philosophical theories to assess whether they are true or false.
Experimental philosophy is a recently developed approach that uses the methodology of social psychology and the cognitive sciences for gathering empirical evidence and justifying philosophical claims.

Mathematics

In the field of 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 textbooks often proceed using the synthetic method. They start by listing known definitions and axioms 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. 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. 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 is used to cleanse, transform, and model the data to arrive at practically useful conclusions. There are numerous methods of data analysis. They are usually divided into descriptive statistics and inferential statistics. 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 or the standard deviation. 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 of teaching methods. In this regard, it is the methodology of education: it investigates the methods and practices that can be applied to fulfill the aims of education. Its main focus is on teaching methods in the context of regular schools. 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". Learning theories focus primarily on how learning takes place and formulate the proper methods of teaching based on these insights.

The choice of which specific method is best to use depends on various factors, such as the subject matter and the learner's age. For example, the Euclidean algorithm is an algorithm that solves the problem of finding the greatest common divisor of two integers. It is based on simple steps like comparing the two numbers and subtracting one from the other.

References

External links

Freedictionary, usage note on the word Methodology
Researcherbook, research methodology forum and resources

Definitions

As method

As discussion of background assumptions

Importance

Criticism

In different fields

Philosophy

Mathematics

Statistics

Pedagogy

See also

References

Further reading

External links

Definitions

As method

As discussion of background assumptions

Importance

Criticism

In different fields

Social sciences

Philosophy

Mathematics

Statistics

Pedagogy

See also

References

Further reading

External links