Revise the key ideas
Population and samples
- Population and frame — The population is the complete group about which a conclusion is wanted; it can be people, products or measurements. A sampling frame lists or identifies eligible members. A register for one school is incomplete if the target is all local children: it excludes those attending other schools.
- Census or sample — A census attempts every member; a sample uses a subset. A census may be costly or impossible, especially with destructive testing that damages or destroys the item. A representative sample saves resources but introduces sampling variation; even a census can suffer missing responses and measurement error.
- Simple random selection — Number a complete frame, use unbiased random numbers and reject out-of-range numbers and repeats when selecting distinct members. In simple random sampling each possible sample of the chosen size is equally likely; avoid selecting only names that are easy to contact.
Here unbiased means the selection numbers do not favour some eligible members over others.
- Systematic sampling — For a population of N = 200 and a sample of n = 20, the interval is 200 ÷ 20 = 10. Randomly choose a start from positions 1 to 10, then select every tenth record. It is simple to administer but a repeating pattern in the list can coincide with the interval and distort the sample. It is not generally a simple random sample.
- Quota and convenience — Quota sampling fills specified numbers from each category (quotas) using non-random choices; opportunity sampling takes accessible members; judgement sampling deliberately selects useful cases. They can be quick or practical but personal selection can cause bias. Meeting quotas alone does not make selection random.
- Cluster sampling — Select groups such as streets or classes and study members within the selected groups. Travel and administration may be cheaper, but similar people within a cluster can reduce the range of people represented; few chosen clusters may poorly represent the whole population.
- Stratification — Split the population into non-overlapping relevant strata (groups) and sample within every stratum (one group), ideally randomly. Allocate n × stratum size / population size. From 300 pupils, 120 in Year 10, a sample of 50 requires 20 from Year 10; resolve rounding so allocations total 50.
A proportional stratified sample. Original illustrative diagram; numerical datasets are fictional worked examples. Enlarge diagram - Non-response and size — A larger well-designed sample usually reduces random variation, but cannot cure a biased frame or non-response that consistently leaves out particular groups. Record response rates, investigate missing groups and follow up appropriately. Avoid replacing all non-responders with whichever friends are available.
Collection and cleaning
- Collection methods — Questionnaires and interviews collect reports; observation records behaviour; experiments change conditions; natural experiments use existing changes; simulations model outcomes. Choose a method that measures the variable ethically and realistically. A census is a coverage approach rather than a guarantee of quality.
- Recording sheets — Give each observation an identifier and columns for variables, units, time and relevant conditions. Use a consistent definition and measurement precision. Separate zero from missing, and retain enough information to check apparently unusual values against the source.
- Question wording — Ask neutral questions with a clear time period. Avoid leading or double questions such as how excellent and cheap was it. Closed choices need options covering all relevant answers (exhaustive), without overlap, including an appropriate other or non-response choice; open questions give richer answers but are harder to code.
- Interviews and pilots — Interviewers can clarify questions but their presence or tone can change answers. A pilot tests wording, response categories and timing on a small group before the main questionnaire; a pre-test checks experimental procedures and equipment. Revise problems rather than treating pilot data as automatically representative.
- Reliability and validity — Reliability concerns consistency when repeated under comparable conditions; validity concerns measuring what was intended. A faulty scale that always adds 2 kg can be reliable while invalid. Repeat measurements, calibrate tools and check that a chosen proxy represents the actual concept.
Calibration checks an instrument against a known reference. A proxy is an indirect measure, such as using books borrowed to represent reading: borrowing does not guarantee reading.
- Sensitivity and bias — Sensitive questions can invite refusals or socially desirable answers: answers that sound acceptable rather than reflect what someone actually did or thinks. Confidential collection, neutral language and voluntary participation may reduce distortion. Record the possible direction of bias and avoid claiming anonymity when identifiable records are actually retained.
- Clean without inventing — Check duplicates, impossible values, mixed units, missing entries and formats before analysis. Remove currency symbols from numeric spreadsheet cells only with a consistent conversion. Consult source records to correct errors; do not silently replace missing values with zero or delete genuine unusual cases.
- Extraneous variables — An extraneous variable can influence the response alongside the investigated variable. Keep relevant conditions comparable or record them for evaluation, such as prior experience when comparing training methods. Uncontrolled differences can offer an alternative explanation for the observed association.
Higher — designs and sensitive responses
- Multiple strata — Stratify on more than one category by forming combinations, such as year group and travel mode. Use each combination's population count for allocation; sampling only by year may leave a small travel group unrepresented. Avoid cells (combined groups) too small for the planned sample.
- Random response — A private random instruction can tell a participant either to answer truthfully or give a forced response. The researcher estimates the group proportion from the known random mechanism without identifying each person's truthful answer. If half answer truthfully and half say yes, observed yes rate = 0.5p + 0.5.
Here p is the true proportion who would truthfully answer yes. If the observed yes rate is 0.65, the model estimate is p = (0.65 − 0.5) ÷ 0.5 = 0.30, or 30%.
- Controls and matched pairs — A control group provides a comparison under a baseline condition. Matched pairs compare similar individuals, or the same person under two conditions, to reduce variation from relevant characteristics. Random allocation (assigning conditions by chance) and order control (managing which condition comes first) help; matching cannot remove every unmeasured influence.