Methods: Data Collection & Survey Design
Dr. Patrick Toche
References :
† William G. Zikmund, Barry J. Babin, Jon C. Carr, Mitch Griffin, Business Research Methods, South-Western College Pub, 9th edition (2012), 978- 1111826925.
Other references may be given from time to time.
Learning Objectives
1. Outline the stages of the research process.
2. Understand the ethical issues raised by research.
3. Distinguish the various categories of surveys. Describe the category of questions used in a questionnaire.
4. Understand the principles of experimental design. Identify sampling errors and systemic biases.
5. Understand the purpose of case studies, experience surveys, and
focus group interviews. Distinguish primary and secondary data.
The Research Process
I Interpret empirical evidence to confirm or disprove a hypothesis.
I Stages in the research process: 1. Research objectives. 2. Re- search design. 3. Sample design. 4. Data collection. 5. Data analysis. 6. Research report.
1. Exploratory Research: Define the nature of a problem, clarify ambiguous situations, discover potential opportunities, shapes hypotheses, outline research strategy.
2. Descriptive Research: Describes the characteristics of objects, people, groups, organizations, or environments. Who? What?
When? Where? Why? How?
3. Causal Research: Identify cause and effect. Rule out spurious correlations.
Causality
I Absolute Causality: The cause is necessary and sufficient to bring about the effect.
I Conditional Causality: A cause is necessary but not sufficient to bring about an effect.
I Contributory Causality: A cause need be neither necessary nor sufficient to bring about an effect — The weakest form of causality.
I Concomitant variation: Apparent covariation without a causal relation.
I Spurious association: Apparent covariation that can be explained
by the action of another variable.
Stages in the Research Process
1. Research objectives 2. Research design 3. Sample design
4. Data collection 5. Data analysis 6. Research report
Research Objectives
1. Research objectives
Exploratory research: Identify and clarify the problem.
Literature review: A directed search of published works, including periodicals and books, that discusses theory and presents empir- ical results that are relevant to the topic.
Pilot studies: A small-scale research project that collects data from
respondents similar to those to be used in the full study.
Research Design
2. Research design
Methods and procedures for collecting and analyzing the needed information. Basic design techniques for descriptive and causal research:
Surveys Experiments Secondary data Observation
Sample Design
3. Sample design
Procedure that draws conclusions based on measurements of a portion of the population. Basic steps in sample design:
Select the target population: Who to sample?
Select the sample size: How many people to contact?
Select the sampling procedure: Simple Random Sampling, Strati-
fied Sampling, Cluster Sampling, Systematic Sampling, Multistage
Sampling.
Data Collection
4. Data collection
Data may be gathered by human observers or recorded electroni- cally. Basic steps in data collection:
Data cleaning: Involves checking the data collection forms for omis- sions, legibility, and consistency in classification. Often the most time-consuming aspect of data collection.
Data coding: Rules for interpreting, categorizing, recording, and transferring the data to the data storage media.
Data analysis: Application of statistical analysis. The ultimate pur- pose is often causal inference.
Data Analysis
5. Data analysis
The purpose of data analysis is to summarize relevant research details and identify consistent patterns. Points to note include:
The appropriate technique is determined by the characteristics of the research design and the nature of the data collected.
Statistical analysis starts with scatter plots, frequency distributions,
and summary statistics to more advanced multivariate regression
analysis, panel time series, and robust techniques.
Research Report
6. Summary & Conclusions
The final stage of the research project.
The summary and report consists in interpreting the research re- sults, describing implications, and drawing appropriate conclusions for managerial decisions.
A good summary must be adapted to the varying abilities of people to understand the research results.
Management may not be interested in detailed reporting of the research design and statistical findings.
Stages in the Research Process
Chapter 4: The Business Research Process: An Overview 63Defining the Research Objectives
Exhibit 4.6 shows that the research process begins with research objectives. Research objectives are the goals to be achieved by conducting research. In consulting, the term deliverables is often used to describe the objectives to a research client. The genesis of the research objectives lies in the type of decision situation faced. The objectives may involve exploring the possibilities of enter- ing a new market. Alternatively, they may involve testing the effect of some policy change on employee job satisfaction. Different types of objectives lead to different types of research designs.
In applied business research, the objectives cannot really be determined until there is a clear understanding of the managerial decision to be made. This understanding must be shared between the actual decision maker and the lead researcher. We often describe this understanding as a prob- lem statement. In general usage, the word problem suggests that something has gone wrong. This isn’t always the case before research gets started. Actually, the research objective may be to simply clarify a situation, define an opportunity, or monitor and evaluate current business operations. The research objectives cannot be developed until managers and researchers have agreed on the actual
research objectives The goals to be achieved by con- ducting research.
deliverables
The term used often in consult- ing to describe research objec- tives to a research client.
p
D D D D
Deeeffffiiiin n niiiin n ng g g tttth h h heee R R R R Reeessseeeaaarrrccch h h h O O O O Ob b b b bjjjjjeeecccttttiiiivvveeesss
Exhibit 4.6 shows that the research process begins with research objectives. Research objectives
h l b hi d b d i h I l i h d li bl i f
research objectives EXHIBIT 4.6 Flowchart of the Business Research Process
Define research objectives
Selection of exploratory research
technique
Problem definition (statement of research objectives) Secondary
(historical) data
Previous
research Case
study
Selection of basic research
method
Experiment Laboratory Field Survey
Interview Questionnaire Problem Discovery
and Definition
Planning the Research Design
Selection of sample design
Data Gathering
Data Processing and Analysis
Drawing Conclusions and Preparing Report
Sampling
Experience survey
Observation Secondary
data study
Collection of (fieldwork)data
Editing and coding
data
processingData and analysis
Interpretation findingsof
Report Probability
sampling Nonprobability sampling
Note: Diamond-shaped boxes indicate stages in the research process in which a choice of one or more techniques must be made. The dotted line indicates an alternative path that skips exploratory research.
93754_04_ch04_p050-074.indd 63
93754_04_ch04_p050-074.indd 63 7/11/09 10:27:53 PM7/11/09 10:27:53 PM