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  • v.45(1); Jan-Feb 2010

Study/Experimental/Research Design: Much More Than Statistics

Kenneth l. knight.

Brigham Young University, Provo, UT

The purpose of study, experimental, or research design in scientific manuscripts has changed significantly over the years. It has evolved from an explanation of the design of the experiment (ie, data gathering or acquisition) to an explanation of the statistical analysis. This practice makes “Methods” sections hard to read and understand.

To clarify the difference between study design and statistical analysis, to show the advantages of a properly written study design on article comprehension, and to encourage authors to correctly describe study designs.

Description:

The role of study design is explored from the introduction of the concept by Fisher through modern-day scientists and the AMA Manual of Style . At one time, when experiments were simpler, the study design and statistical design were identical or very similar. With the complex research that is common today, which often includes manipulating variables to create new variables and the multiple (and different) analyses of a single data set, data collection is very different than statistical design. Thus, both a study design and a statistical design are necessary.

Advantages:

Scientific manuscripts will be much easier to read and comprehend. A proper experimental design serves as a road map to the study methods, helping readers to understand more clearly how the data were obtained and, therefore, assisting them in properly analyzing the results.

Study, experimental, or research design is the backbone of good research. It directs the experiment by orchestrating data collection, defines the statistical analysis of the resultant data, and guides the interpretation of the results. When properly described in the written report of the experiment, it serves as a road map to readers, 1 helping them negotiate the “Methods” section, and, thus, it improves the clarity of communication between authors and readers.

A growing trend is to equate study design with only the statistical analysis of the data. The design statement typically is placed at the end of the “Methods” section as a subsection called “Experimental Design” or as part of a subsection called “Data Analysis.” This placement, however, equates experimental design and statistical analysis, minimizing the effect of experimental design on the planning and reporting of an experiment. This linkage is inappropriate, because some of the elements of the study design that should be described at the beginning of the “Methods” section are instead placed in the “Statistical Analysis” section or, worse, are absent from the manuscript entirely.

Have you ever interrupted your reading of the “Methods” to sketch out the variables in the margins of the paper as you attempt to understand how they all fit together? Or have you jumped back and forth from the early paragraphs of the “Methods” section to the “Statistics” section to try to understand which variables were collected and when? These efforts would be unnecessary if a road map at the beginning of the “Methods” section outlined how the independent variables were related, which dependent variables were measured, and when they were measured. When they were measured is especially important if the variables used in the statistical analysis were a subset of the measured variables or were computed from measured variables (such as change scores).

The purpose of this Communications article is to clarify the purpose and placement of study design elements in an experimental manuscript. Adopting these ideas may improve your science and surely will enhance the communication of that science. These ideas will make experimental manuscripts easier to read and understand and, therefore, will allow them to become part of readers' clinical decision making.

WHAT IS A STUDY (OR EXPERIMENTAL OR RESEARCH) DESIGN?

The terms study design, experimental design, and research design are often thought to be synonymous and are sometimes used interchangeably in a single paper. Avoid doing so. Use the term that is preferred by the style manual of the journal for which you are writing. Study design is the preferred term in the AMA Manual of Style , 2 so I will use it here.

A study design is the architecture of an experimental study 3 and a description of how the study was conducted, 4 including all elements of how the data were obtained. 5 The study design should be the first subsection of the “Methods” section in an experimental manuscript (see the Table ). “Statistical Design” or, preferably, “Statistical Analysis” or “Data Analysis” should be the last subsection of the “Methods” section.

Table. Elements of a “Methods” Section

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The “Study Design” subsection describes how the variables and participants interacted. It begins with a general statement of how the study was conducted (eg, crossover trials, parallel, or observational study). 2 The second element, which usually begins with the second sentence, details the number of independent variables or factors, the levels of each variable, and their names. A shorthand way of doing so is with a statement such as “A 2 × 4 × 8 factorial guided data collection.” This tells us that there were 3 independent variables (factors), with 2 levels of the first factor, 4 levels of the second factor, and 8 levels of the third factor. Following is a sentence that names the levels of each factor: for example, “The independent variables were sex (male or female), training program (eg, walking, running, weight lifting, or plyometrics), and time (2, 4, 6, 8, 10, 15, 20, or 30 weeks).” Such an approach clearly outlines for readers how the various procedures fit into the overall structure and, therefore, enhances their understanding of how the data were collected. Thus, the design statement is a road map of the methods.

The dependent (or measurement or outcome) variables are then named. Details of how they were measured are not given at this point in the manuscript but are explained later in the “Instruments” and “Procedures” subsections.

Next is a paragraph detailing who the participants were and how they were selected, placed into groups, and assigned to a particular treatment order, if the experiment was a repeated-measures design. And although not a part of the design per se, a statement about obtaining written informed consent from participants and institutional review board approval is usually included in this subsection.

The nuts and bolts of the “Methods” section follow, including such things as equipment, materials, protocols, etc. These are beyond the scope of this commentary, however, and so will not be discussed.

The last part of the “Methods” section and last part of the “Study Design” section is the “Data Analysis” subsection. It begins with an explanation of any data manipulation, such as how data were combined or how new variables (eg, ratios or differences between collected variables) were calculated. Next, readers are told of the statistical measures used to analyze the data, such as a mixed 2 × 4 × 8 analysis of variance (ANOVA) with 2 between-groups factors (sex and training program) and 1 within-groups factor (time of measurement). Researchers should state and reference the statistical package and procedure(s) within the package used to compute the statistics. (Various statistical packages perform analyses slightly differently, so it is important to know the package and specific procedure used.) This detail allows readers to judge the appropriateness of the statistical measures and the conclusions drawn from the data.

STATISTICAL DESIGN VERSUS STATISTICAL ANALYSIS

Avoid using the term statistical design . Statistical methods are only part of the overall design. The term gives too much emphasis to the statistics, which are important, but only one of many tools used in interpreting data and only part of the study design:

The most important issues in biostatistics are not expressed with statistical procedures. The issues are inherently scientific, rather than purely statistical, and relate to the architectural design of the research, not the numbers with which the data are cited and interpreted. 6

Stated another way, “The justification for the analysis lies not in the data collected but in the manner in which the data were collected.” 3 “Without the solid foundation of a good design, the edifice of statistical analysis is unsafe.” 7 (pp4–5)

The intertwining of study design and statistical analysis may have been caused (unintentionally) by R.A. Fisher, “… a genius who almost single-handedly created the foundations for modern statistical science.” 8 Most research did not involve statistics until Fisher invented the concepts and procedures of ANOVA (in 1921) 9 , 10 and experimental design (in 1935). 11 His books became standard references for scientists in many disciplines. As a result, many ANOVA books were titled Experimental Design (see, for example, Edwards 12 ), and ANOVA courses taught in psychology and education departments included the words experimental design in their course titles.

Before the widespread use of computers to analyze data, designs were much simpler, and often there was little difference between study design and statistical analysis. So combining the 2 elements did not cause serious problems. This is no longer true, however, for 3 reasons: (1) Research studies are becoming more complex, with multiple independent and dependent variables. The procedures sections of these complex studies can be difficult to understand if your only reference point is the statistical analysis and design. (2) Dependent variables are frequently measured at different times. (3) How the data were collected is often not directly correlated with the statistical design.

For example, assume the goal is to determine the strength gain in novice and experienced athletes as a result of 3 strength training programs. Rate of change in strength is not a measurable variable; rather, it is calculated from strength measurements taken at various time intervals during the training. So the study design would be a 2 × 2 × 3 factorial with independent variables of time (pretest or posttest), experience (novice or advanced), and training (isokinetic, isotonic, or isometric) and a dependent variable of strength. The statistical design , however, would be a 2 × 3 factorial with independent variables of experience (novice or advanced) and training (isokinetic, isotonic, or isometric) and a dependent variable of strength gain. Note that data were collected according to a 3-factor design but were analyzed according to a 2-factor design and that the dependent variables were different. So a single design statement, usually a statistical design statement, would not communicate which data were collected or how. Readers would be left to figure out on their own how the data were collected.

MULTIVARIATE RESEARCH AND THE NEED FOR STUDY DESIGNS

With the advent of electronic data gathering and computerized data handling and analysis, research projects have increased in complexity. Many projects involve multiple dependent variables measured at different times, and, therefore, multiple design statements may be needed for both data collection and statistical analysis. Consider, for example, a study of the effects of heat and cold on neural inhibition. The variables of H max and M max are measured 3 times each: before, immediately after, and 30 minutes after a 20-minute treatment with heat or cold. Muscle temperature might be measured each minute before, during, and after the treatment. Although the minute-by-minute data are important for graphing temperature fluctuations during the procedure, only 3 temperatures (time 0, time 20, and time 50) are used for statistical analysis. A single dependent variable H max :M max ratio is computed to illustrate neural inhibition. Again, a single statistical design statement would tell little about how the data were obtained. And in this example, separate design statements would be needed for temperature measurement and H max :M max measurements.

As stated earlier, drawing conclusions from the data depends more on how the data were measured than on how they were analyzed. 3 , 6 , 7 , 13 So a single study design statement (or multiple such statements) at the beginning of the “Methods” section acts as a road map to the study and, thus, increases scientists' and readers' comprehension of how the experiment was conducted (ie, how the data were collected). Appropriate study design statements also increase the accuracy of conclusions drawn from the study.

CONCLUSIONS

The goal of scientific writing, or any writing, for that matter, is to communicate information. Including 2 design statements or subsections in scientific papers—one to explain how the data were collected and another to explain how they were statistically analyzed—will improve the clarity of communication and bring praise from readers. To summarize:

  • Purge from your thoughts and vocabulary the idea that experimental design and statistical design are synonymous.
  • Study or experimental design plays a much broader role than simply defining and directing the statistical analysis of an experiment.
  • A properly written study design serves as a road map to the “Methods” section of an experiment and, therefore, improves communication with the reader.
  • Study design should include a description of the type of design used, each factor (and each level) involved in the experiment, and the time at which each measurement was made.
  • Clarify when the variables involved in data collection and data analysis are different, such as when data analysis involves only a subset of a collected variable or a resultant variable from the mathematical manipulation of 2 or more collected variables.

Acknowledgments

Thanks to Thomas A. Cappaert, PhD, ATC, CSCS, CSE, for suggesting the link between R.A. Fisher and the melding of the concepts of research design and statistics.

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Statistics By Jim

Making statistics intuitive

Experimental Design: Definition and Types

By Jim Frost 3 Comments

What is Experimental Design?

An experimental design is a detailed plan for collecting and using data to identify causal relationships. Through careful planning, the design of experiments allows your data collection efforts to have a reasonable chance of detecting effects and testing hypotheses that answer your research questions.

An experiment is a data collection procedure that occurs in controlled conditions to identify and understand causal relationships between variables. Researchers can use many potential designs. The ultimate choice depends on their research question, resources, goals, and constraints. In some fields of study, researchers refer to experimental design as the design of experiments (DOE). Both terms are synonymous.

Scientist who developed an experimental design for her research.

Ultimately, the design of experiments helps ensure that your procedures and data will evaluate your research question effectively. Without an experimental design, you might waste your efforts in a process that, for many potential reasons, can’t answer your research question. In short, it helps you trust your results.

Learn more about Independent and Dependent Variables .

Design of Experiments: Goals & Settings

Experiments occur in many settings, ranging from psychology, social sciences, medicine, physics, engineering, and industrial and service sectors. Typically, experimental goals are to discover a previously unknown effect , confirm a known effect, or test a hypothesis.

Effects represent causal relationships between variables. For example, in a medical experiment, does the new medicine cause an improvement in health outcomes? If so, the medicine has a causal effect on the outcome.

An experimental design’s focus depends on the subject area and can include the following goals:

  • Understanding the relationships between variables.
  • Identifying the variables that have the largest impact on the outcomes.
  • Finding the input variable settings that produce an optimal result.

For example, psychologists have conducted experiments to understand how conformity affects decision-making. Sociologists have performed experiments to determine whether ethnicity affects the public reaction to staged bike thefts. These experiments map out the causal relationships between variables, and their primary goal is to understand the role of various factors.

Conversely, in a manufacturing environment, the researchers might use an experimental design to find the factors that most effectively improve their product’s strength, identify the optimal manufacturing settings, and do all that while accounting for various constraints. In short, a manufacturer’s goal is often to use experiments to improve their products cost-effectively.

In a medical experiment, the goal might be to quantify the medicine’s effect and find the optimum dosage.

Developing an Experimental Design

Developing an experimental design involves planning that maximizes the potential to collect data that is both trustworthy and able to detect causal relationships. Specifically, these studies aim to see effects when they exist in the population the researchers are studying, preferentially favor causal effects, isolate each factor’s true effect from potential confounders, and produce conclusions that you can generalize to the real world.

To accomplish these goals, experimental designs carefully manage data validity and reliability , and internal and external experimental validity. When your experiment is valid and reliable, you can expect your procedures and data to produce trustworthy results.

An excellent experimental design involves the following:

  • Lots of preplanning.
  • Developing experimental treatments.
  • Determining how to assign subjects to treatment groups.

The remainder of this article focuses on how experimental designs incorporate these essential items to accomplish their research goals.

Learn more about Data Reliability vs. Validity and Internal and External Experimental Validity .

Preplanning, Defining, and Operationalizing for Design of Experiments

A literature review is crucial for the design of experiments.

This phase of the design of experiments helps you identify critical variables, know how to measure them while ensuring reliability and validity, and understand the relationships between them. The review can also help you find ways to reduce sources of variability, which increases your ability to detect treatment effects. Notably, the literature review allows you to learn how similar studies designed their experiments and the challenges they faced.

Operationalizing a study involves taking your research question, using the background information you gathered, and formulating an actionable plan.

This process should produce a specific and testable hypothesis using data that you can reasonably collect given the resources available to the experiment.

  • Null hypothesis : The jumping exercise intervention does not affect bone density.
  • Alternative hypothesis : The jumping exercise intervention affects bone density.

To learn more about this early phase, read Five Steps for Conducting Scientific Studies with Statistical Analyses .

Formulating Treatments in Experimental Designs

In an experimental design, treatments are variables that the researchers control. They are the primary independent variables of interest. Researchers administer the treatment to the subjects or items in the experiment and want to know whether it causes changes in the outcome.

As the name implies, a treatment can be medical in nature, such as a new medicine or vaccine. But it’s a general term that applies to other things such as training programs, manufacturing settings, teaching methods, and types of fertilizers. I helped run an experiment where the treatment was a jumping exercise intervention that we hoped would increase bone density. All these treatment examples are things that potentially influence a measurable outcome.

Even when you know your treatment generally, you must carefully consider the amount. How large of a dose? If you’re comparing three different temperatures in a manufacturing process, how far apart are they? For my bone mineral density study, we had to determine how frequently the exercise sessions would occur and how long each lasted.

How you define the treatments in the design of experiments can affect your findings and the generalizability of your results.

Assigning Subjects to Experimental Groups

A crucial decision for all experimental designs is determining how researchers assign subjects to the experimental conditions—the treatment and control groups. The control group is often, but not always, the lack of a treatment. It serves as a basis for comparison by showing outcomes for subjects who don’t receive a treatment. Learn more about Control Groups .

How your experimental design assigns subjects to the groups affects how confident you can be that the findings represent true causal effects rather than mere correlation caused by confounders. Indeed, the assignment method influences how you control for confounding variables. This is the difference between correlation and causation .

Imagine a study finds that vitamin consumption correlates with better health outcomes. As a researcher, you want to be able to say that vitamin consumption causes the improvements. However, with the wrong experimental design, you might only be able to say there is an association. A confounder, and not the vitamins, might actually cause the health benefits.

Let’s explore some of the ways to assign subjects in design of experiments.

Completely Randomized Designs

A completely randomized experimental design randomly assigns all subjects to the treatment and control groups. You simply take each participant and use a random process to determine their group assignment. You can flip coins, roll a die, or use a computer. Randomized experiments must be prospective studies because they need to be able to control group assignment.

Random assignment in the design of experiments helps ensure that the groups are roughly equivalent at the beginning of the study. This equivalence at the start increases your confidence that any differences you see at the end were caused by the treatments. The randomization tends to equalize confounders between the experimental groups and, thereby, cancels out their effects, leaving only the treatment effects.

For example, in a vitamin study, the researchers can randomly assign participants to either the control or vitamin group. Because the groups are approximately equal when the experiment starts, if the health outcomes are different at the end of the study, the researchers can be confident that the vitamins caused those improvements.

Statisticians consider randomized experimental designs to be the best for identifying causal relationships.

If you can’t randomly assign subjects but want to draw causal conclusions about an intervention, consider using a quasi-experimental design .

Learn more about Randomized Controlled Trials and Random Assignment in Experiments .

Randomized Block Designs

Nuisance factors are variables that can affect the outcome, but they are not the researcher’s primary interest. Unfortunately, they can hide or distort the treatment results. When experimenters know about specific nuisance factors, they can use a randomized block design to minimize their impact.

This experimental design takes subjects with a shared “nuisance” characteristic and groups them into blocks. The participants in each block are then randomly assigned to the experimental groups. This process allows the experiment to control for known nuisance factors.

Blocking in the design of experiments reduces the impact of nuisance factors on experimental error. The analysis assesses the effects of the treatment within each block, which removes the variability between blocks. The result is that blocked experimental designs can reduce the impact of nuisance variables, increasing the ability to detect treatment effects accurately.

Suppose you’re testing various teaching methods. Because grade level likely affects educational outcomes, you might use grade level as a blocking factor. To use a randomized block design for this scenario, divide the participants by grade level and then randomly assign the members of each grade level to the experimental groups.

A standard guideline for an experimental design is to “Block what you can, randomize what you cannot.” Use blocking for a few primary nuisance factors. Then use random assignment to distribute the unblocked nuisance factors equally between the experimental conditions.

You can also use covariates to control nuisance factors. Learn about Covariates: Definition and Uses .

Observational Studies

In some experimental designs, randomly assigning subjects to the experimental conditions is impossible or unethical. The researchers simply can’t assign participants to the experimental groups. However, they can observe them in their natural groupings, measure the essential variables, and look for correlations. These observational studies are also known as quasi-experimental designs. Retrospective studies must be observational in nature because they look back at past events.

Imagine you’re studying the effects of depression on an activity. Clearly, you can’t randomly assign participants to the depression and control groups. But you can observe participants with and without depression and see how their task performance differs.

Observational studies let you perform research when you can’t control the treatment. However, quasi-experimental designs increase the problem of confounding variables. For this design of experiments, correlation does not necessarily imply causation. While special procedures can help control confounders in an observational study, you’re ultimately less confident that the results represent causal findings.

Learn more about Observational Studies .

For a good comparison, learn about the differences and tradeoffs between Observational Studies and Randomized Experiments .

Between-Subjects vs. Within-Subjects Experimental Designs

When you think of the design of experiments, you probably picture a treatment and control group. Researchers assign participants to only one of these groups, so each group contains entirely different subjects than the other groups. Analysts compare the groups at the end of the experiment. Statisticians refer to this method as a between-subjects, or independent measures, experimental design.

In a between-subjects design , you can have more than one treatment group, but each subject is exposed to only one condition, the control group or one of the treatment groups.

A potential downside to this approach is that differences between groups at the beginning can affect the results at the end. As you’ve read earlier, random assignment can reduce those differences, but it is imperfect. There will always be some variability between the groups.

In a  within-subjects experimental design , also known as repeated measures, subjects experience all treatment conditions and are measured for each. Each subject acts as their own control, which reduces variability and increases the statistical power to detect effects.

In this experimental design, you minimize pre-existing differences between the experimental conditions because they all contain the same subjects. However, the order of treatments can affect the results. Beware of practice and fatigue effects. Learn more about Repeated Measures Designs .

Assigned to one experimental condition Participates in all experimental conditions
Requires more subjects Fewer subjects
Differences between subjects in the groups can affect the results Uses same subjects in all conditions.
No order of treatment effects. Order of treatments can affect results.

Design of Experiments Examples

For example, a bone density study has three experimental groups—a control group, a stretching exercise group, and a jumping exercise group.

In a between-subjects experimental design, scientists randomly assign each participant to one of the three groups.

In a within-subjects design, all subjects experience the three conditions sequentially while the researchers measure bone density repeatedly. The procedure can switch the order of treatments for the participants to help reduce order effects.

Matched Pairs Experimental Design

A matched pairs experimental design is a between-subjects study that uses pairs of similar subjects. Researchers use this approach to reduce pre-existing differences between experimental groups. It’s yet another design of experiments method for reducing sources of variability.

Researchers identify variables likely to affect the outcome, such as demographics. When they pick a subject with a set of characteristics, they try to locate another participant with similar attributes to create a matched pair. Scientists randomly assign one member of a pair to the treatment group and the other to the control group.

On the plus side, this process creates two similar groups, and it doesn’t create treatment order effects. While matched pairs do not produce the perfectly matched groups of a within-subjects design (which uses the same subjects in all conditions), it aims to reduce variability between groups relative to a between-subjects study.

On the downside, finding matched pairs is very time-consuming. Additionally, if one member of a matched pair drops out, the other subject must leave the study too.

Learn more about Matched Pairs Design: Uses & Examples .

Another consideration is whether you’ll use a cross-sectional design (one point in time) or use a longitudinal study to track changes over time .

A case study is a research method that often serves as a precursor to a more rigorous experimental design by identifying research questions, variables, and hypotheses to test. Learn more about What is a Case Study? Definition & Examples .

In conclusion, the design of experiments is extremely sensitive to subject area concerns and the time and resources available to the researchers. Developing a suitable experimental design requires balancing a multitude of considerations. A successful design is necessary to obtain trustworthy answers to your research question and to have a reasonable chance of detecting treatment effects when they exist.

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Experimental Studies and Observational Studies

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disadvantages of experiments statistics

  • Martin Pinquart 3  

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Experimental studies: Experiments, Randomized controlled trials (RCTs) ; Observational studies: Non-experimental studies, Non-manipulation studies, Naturalistic studies

Definitions

The experimental study is a powerful methodology for testing causal relations between one or more explanatory variables (i.e., independent variables) and one or more outcome variables (i.e., dependent variable). In order to accomplish this goal, experiments have to meet three basic criteria: (a) experimental manipulation (variation) of the independent variable(s), (b) randomization – the participants are randomly assigned to one of the experimental conditions, and (c) experimental control for the effect of third variables by eliminating them or keeping them constant.

In observational studies, investigators observe or assess individuals without manipulation or intervention. Observational studies are used for assessing the mean levels, the natural variation, and the structure of variables, as well as...

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Anthony R. Bardo

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Pinquart, M. (2021). Experimental Studies and Observational Studies. In: Gu, D., Dupre, M.E. (eds) Encyclopedia of Gerontology and Population Aging. Springer, Cham. https://doi.org/10.1007/978-3-030-22009-9_573

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Experimental Design: Types, Examples & Methods

Saul McLeod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul McLeod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

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Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

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Experimental design refers to how participants are allocated to different groups in an experiment. Types of design include repeated measures, independent groups, and matched pairs designs.

Probably the most common way to design an experiment in psychology is to divide the participants into two groups, the experimental group and the control group, and then introduce a change to the experimental group, not the control group.

The researcher must decide how he/she will allocate their sample to the different experimental groups.  For example, if there are 10 participants, will all 10 participants participate in both groups (e.g., repeated measures), or will the participants be split in half and take part in only one group each?

Three types of experimental designs are commonly used:

1. Independent Measures

Independent measures design, also known as between-groups , is an experimental design where different participants are used in each condition of the independent variable.  This means that each condition of the experiment includes a different group of participants.

This should be done by random allocation, ensuring that each participant has an equal chance of being assigned to one group.

Independent measures involve using two separate groups of participants, one in each condition. For example:

Independent Measures Design 2

  • Con : More people are needed than with the repeated measures design (i.e., more time-consuming).
  • Pro : Avoids order effects (such as practice or fatigue) as people participate in one condition only.  If a person is involved in several conditions, they may become bored, tired, and fed up by the time they come to the second condition or become wise to the requirements of the experiment!
  • Con : Differences between participants in the groups may affect results, for example, variations in age, gender, or social background.  These differences are known as participant variables (i.e., a type of extraneous variable ).
  • Control : After the participants have been recruited, they should be randomly assigned to their groups. This should ensure the groups are similar, on average (reducing participant variables).

2. Repeated Measures Design

Repeated Measures design is an experimental design where the same participants participate in each independent variable condition.  This means that each experiment condition includes the same group of participants.

Repeated Measures design is also known as within-groups or within-subjects design .

  • Pro : As the same participants are used in each condition, participant variables (i.e., individual differences) are reduced.
  • Con : There may be order effects. Order effects refer to the order of the conditions affecting the participants’ behavior.  Performance in the second condition may be better because the participants know what to do (i.e., practice effect).  Or their performance might be worse in the second condition because they are tired (i.e., fatigue effect). This limitation can be controlled using counterbalancing.
  • Pro : Fewer people are needed as they participate in all conditions (i.e., saves time).
  • Control : To combat order effects, the researcher counter-balances the order of the conditions for the participants.  Alternating the order in which participants perform in different conditions of an experiment.

Counterbalancing

Suppose we used a repeated measures design in which all of the participants first learned words in “loud noise” and then learned them in “no noise.”

We expect the participants to learn better in “no noise” because of order effects, such as practice. However, a researcher can control for order effects using counterbalancing.

The sample would be split into two groups: experimental (A) and control (B).  For example, group 1 does ‘A’ then ‘B,’ and group 2 does ‘B’ then ‘A.’ This is to eliminate order effects.

Although order effects occur for each participant, they balance each other out in the results because they occur equally in both groups.

counter balancing

3. Matched Pairs Design

A matched pairs design is an experimental design where pairs of participants are matched in terms of key variables, such as age or socioeconomic status. One member of each pair is then placed into the experimental group and the other member into the control group .

One member of each matched pair must be randomly assigned to the experimental group and the other to the control group.

matched pairs design

  • Con : If one participant drops out, you lose 2 PPs’ data.
  • Pro : Reduces participant variables because the researcher has tried to pair up the participants so that each condition has people with similar abilities and characteristics.
  • Con : Very time-consuming trying to find closely matched pairs.
  • Pro : It avoids order effects, so counterbalancing is not necessary.
  • Con : Impossible to match people exactly unless they are identical twins!
  • Control : Members of each pair should be randomly assigned to conditions. However, this does not solve all these problems.

Experimental design refers to how participants are allocated to an experiment’s different conditions (or IV levels). There are three types:

1. Independent measures / between-groups : Different participants are used in each condition of the independent variable.

2. Repeated measures /within groups : The same participants take part in each condition of the independent variable.

3. Matched pairs : Each condition uses different participants, but they are matched in terms of important characteristics, e.g., gender, age, intelligence, etc.

Learning Check

Read about each of the experiments below. For each experiment, identify (1) which experimental design was used; and (2) why the researcher might have used that design.

1 . To compare the effectiveness of two different types of therapy for depression, depressed patients were assigned to receive either cognitive therapy or behavior therapy for a 12-week period.

The researchers attempted to ensure that the patients in the two groups had similar severity of depressed symptoms by administering a standardized test of depression to each participant, then pairing them according to the severity of their symptoms.

2 . To assess the difference in reading comprehension between 7 and 9-year-olds, a researcher recruited each group from a local primary school. They were given the same passage of text to read and then asked a series of questions to assess their understanding.

3 . To assess the effectiveness of two different ways of teaching reading, a group of 5-year-olds was recruited from a primary school. Their level of reading ability was assessed, and then they were taught using scheme one for 20 weeks.

At the end of this period, their reading was reassessed, and a reading improvement score was calculated. They were then taught using scheme two for a further 20 weeks, and another reading improvement score for this period was calculated. The reading improvement scores for each child were then compared.

4 . To assess the effect of the organization on recall, a researcher randomly assigned student volunteers to two conditions.

Condition one attempted to recall a list of words that were organized into meaningful categories; condition two attempted to recall the same words, randomly grouped on the page.

Experiment Terminology

Ecological validity.

The degree to which an investigation represents real-life experiences.

Experimenter effects

These are the ways that the experimenter can accidentally influence the participant through their appearance or behavior.

Demand characteristics

The clues in an experiment lead the participants to think they know what the researcher is looking for (e.g., the experimenter’s body language).

Independent variable (IV)

The variable the experimenter manipulates (i.e., changes) is assumed to have a direct effect on the dependent variable.

Dependent variable (DV)

Variable the experimenter measures. This is the outcome (i.e., the result) of a study.

Extraneous variables (EV)

All variables which are not independent variables but could affect the results (DV) of the experiment. Extraneous variables should be controlled where possible.

Confounding variables

Variable(s) that have affected the results (DV), apart from the IV. A confounding variable could be an extraneous variable that has not been controlled.

Random Allocation

Randomly allocating participants to independent variable conditions means that all participants should have an equal chance of taking part in each condition.

The principle of random allocation is to avoid bias in how the experiment is carried out and limit the effects of participant variables.

Order effects

Changes in participants’ performance due to their repeating the same or similar test more than once. Examples of order effects include:

(i) practice effect: an improvement in performance on a task due to repetition, for example, because of familiarity with the task;

(ii) fatigue effect: a decrease in performance of a task due to repetition, for example, because of boredom or tiredness.

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