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Sampling Methods

What are Sampling Methods? Techniques, Types, and Examples

Every type of research includes samples from which inferences are drawn. The sample could be biological specimens or a subset of a specific group or population selected for analysis. The goal is often to conclude the entire population based on the characteristics observed in the sample. Now, the question comes to mind: how does one collect the samples? Answer: Using sampling methods. Various sampling strategies are available to researchers to define and collect samples that will form the basis of their research study.

In a study focusing on individuals experiencing anxiety, gathering data from the entire population is practically impossible due to the widespread prevalence of anxiety. Consequently, a sample is carefully selected—a subset of individuals meant to represent (or not in some cases accurately) the demographics of those experiencing anxiety. The study’s outcomes hinge significantly on the chosen sample, emphasizing the critical importance of a thoughtful and precise selection process. The conclusions drawn about the broader population rely heavily on the selected sample’s characteristics and diversity.

Table of Contents

What is sampling?

Sampling involves the strategic selection of individuals or a subset from a population, aiming to derive statistical inferences and predict the characteristics of the entire population. It offers a pragmatic and practical approach to examining the features of the whole population, which would otherwise be difficult to achieve because studying the total population is expensive, time-consuming, and often impossible. Market researchers use various sampling methods to collect samples from a large population to acquire relevant insights. The best sampling strategy for research is determined by criteria such as the purpose of the study, available resources (time and money), and research hypothesis.

For example, if a pet food manufacturer wants to investigate the positive impact of a new cat food on feline growth, studying all the cats in the country is impractical. In such cases, employing an appropriate sampling technique from the extensive dataset allows the researcher to focus on a manageable subset. This enables the researcher to study the growth-promoting effects of the new pet food. This article will delve into the standard sampling methods and explore the situations in which each is most appropriately applied.

research paper sampling methods

What are sampling methods or sampling techniques?

Sampling methods or sampling techniques in research are statistical methods for selecting a sample representative of the whole population to study the population’s characteristics. Sampling methods serve as invaluable tools for researchers, enabling the collection of meaningful data and facilitating analysis to identify distinctive features of the people. Different sampling strategies can be used based on the characteristics of the population, the study purpose, and the available resources. Now that we understand why sampling methods are essential in research, we review the various sample methods in the following sections.

Types of sampling methods  

research paper sampling methods

Before we go into the specifics of each sampling method, it’s vital to understand terms like sample, sample frame, and sample space. In probability theory, the sample space comprises all possible outcomes of a random experiment, while the sample frame is the list or source guiding sample selection in statistical research. The  sample  represents the group of individuals participating in the study, forming the basis for the research findings. Selecting the correct sample is critical to ensuring the validity and reliability of any research; the sample should be representative of the population. 

There are two most common sampling methods: 

  • Probability sampling: A sampling method in which each unit or element in the population has an equal chance of being selected in the final sample. This is called random sampling, emphasizing the random and non-zero probability nature of selecting samples. Such a sampling technique ensures a more representative and unbiased sample, enabling robust inferences about the entire population. 
  • Non-probability sampling:  Another sampling method is non-probability sampling, which involves collecting data conveniently through a non-random selection based on predefined criteria. This offers a straightforward way to gather data, although the resulting sample may or may not accurately represent the entire population. 

  Irrespective of the research method you opt for, it is essential to explicitly state the chosen sampling technique in the methodology section of your research article. Now, we will explore the different characteristics of both sampling methods, along with various subtypes falling under these categories. 

What is probability sampling?  

The probability sampling method is based on the probability theory, which means that the sample selection criteria involve some random selection. The probability sampling method provides an equal opportunity for all elements or units within the entire sample space to be chosen. While it can be labor-intensive and expensive, the advantage lies in its ability to offer a more accurate representation of the population, thereby enhancing confidence in the inferences drawn in the research.   

Types of probability sampling  

Various probability sampling methods exist, such as simple random sampling, systematic sampling, stratified sampling, and clustered sampling. Here, we provide detailed discussions and illustrative examples for each of these sampling methods: 

Simple Random Sampling

  • Simple random sampling:  In simple random sampling, each individual has an equal probability of being chosen, and each selection is independent of the others. Because the choice is entirely based on chance, this is also known as the method of chance selection. In the simple random sampling method, the sample frame comprises the entire population. 

For example,  A fitness sports brand is launching a new protein drink and aims to select 20 individuals from a 200-person fitness center to try it. Employing a simple random sampling approach, each of the 200 people is assigned a unique identifier. Of these, 20 individuals are then chosen by generating random numbers between 1 and 200, either manually or through a computer program. Matching these numbers with the individuals creates a randomly selected group of 20 people. This method minimizes sampling bias and ensures a representative subset of the entire population under study. 

Systematic Random Sampling

  • Systematic sampling:  The systematic sampling approach involves selecting units or elements at regular intervals from an ordered list of the population. Because the starting point of this sampling method is chosen at random, it is more convenient than essential random sampling. For a better understanding, consider the following example.  

For example, considering the previous model, individuals at the fitness facility are arranged alphabetically. The manufacturer then initiates the process by randomly selecting a starting point from the first ten positions, let’s say 8. Starting from the 8th position, every tenth person on the list is then chosen (e.g., 8, 18, 28, 38, and so forth) until a sample of 20 individuals is obtained.  

Stratified Sampling

  • Stratified sampling: Stratified sampling divides the population into subgroups (strata), and random samples are drawn from each stratum in proportion to its size in the population. Stratified sampling provides improved representation because each subgroup that differs in significant ways is included in the final sample. 

For example, Expanding on the previous simple random sampling example, suppose the manufacturer aims for a more comprehensive representation of genders in a sample of 200 people, consisting of 90 males, 80 females, and 30 others. The manufacturer categorizes the population into three gender strata (Male, Female, and Others). Within each group, random sampling is employed to select nine males, eight females, and three individuals from the others category, resulting in a well-rounded and representative sample of 200 individuals. 

  • Clustered sampling: In this sampling method, the population is divided into clusters, and then a random sample of clusters is included in the final sample. Clustered sampling, distinct from stratified sampling, involves subgroups (clusters) that exhibit characteristics similar to the whole sample. In the case of small clusters, all members can be included in the final sample, whereas for larger clusters, individuals within each cluster may be sampled using the sampling above methods. This approach is referred to as multistage sampling. This sampling method is well-suited for large and widely distributed populations; however, there is a potential risk of sample error because ensuring that the sampled clusters truly represent the entire population can be challenging. 

Clustered Sampling

For example, Researchers conducting a nationwide health study can select specific geographic clusters, like cities or regions, instead of trying to survey the entire population individually. Within each chosen cluster, they sample individuals, providing a representative subset without the logistical challenges of attempting a nationwide survey. 

Use s of probability sampling  

Probability sampling methods find widespread use across diverse research disciplines because of their ability to yield representative and unbiased samples. The advantages of employing probability sampling include the following: 

  • Representativeness  

Probability sampling assures that every element in the population has a non-zero chance of being included in the sample, ensuring representativeness of the entire population and decreasing research bias to minimal to non-existent levels. The researcher can acquire higher-quality data via probability sampling, increasing confidence in the conclusions. 

  • Statistical inference  

Statistical methods, like confidence intervals and hypothesis testing, depend on probability sampling to generalize findings from a sample to the broader population. Probability sampling methods ensure unbiased representation, allowing inferences about the population based on the characteristics of the sample. 

  • Precision and reliability  

The use of probability sampling improves the precision and reliability of study results. Because the probability of selecting any single element/individual is known, the chance variations that may occur in non-probability sampling methods are reduced, resulting in more dependable and precise estimations. 

  • Generalizability  

Probability sampling enables the researcher to generalize study findings to the entire population from which they were derived. The results produced through probability sampling methods are more likely to be applicable to the larger population, laying the foundation for making broad predictions or recommendations. 

  • Minimization of Selection Bias  

By ensuring that each member of the population has an equal chance of being selected in the sample, probability sampling lowers the possibility of selection bias. This reduces the impact of systematic errors that may occur in non-probability sampling methods, where data may be skewed toward a specific demographic due to inadequate representation of each segment of the population. 

What is non-probability sampling?  

Non-probability sampling methods involve selecting individuals based on non-random criteria, often relying on the researcher’s judgment or predefined criteria. While it is easier and more economical, it tends to introduce sampling bias, resulting in weaker inferences compared to probability sampling techniques in research. 

Types of Non-probability Sampling   

Non-probability sampling methods are further classified as convenience sampling, consecutive sampling, quota sampling, purposive or judgmental sampling, and snowball sampling. Let’s explore these types of sampling methods in detail. 

  • Convenience sampling:  In convenience sampling, individuals are recruited directly from the population based on the accessibility and proximity to the researcher. It is a simple, inexpensive, and practical method of sample selection, yet convenience sampling suffers from both sampling and selection bias due to a lack of appropriate population representation. 

Convenience sampling

For example, imagine you’re a researcher investigating smartphone usage patterns in your city. The most convenient way to select participants is by approaching people in a shopping mall on a weekday afternoon. However, this convenience sampling method may not be an accurate representation of the city’s overall smartphone usage patterns as the sample is limited to individuals present at the mall during weekdays, excluding those who visit on other days or never visit the mall.

  • Consecutive sampling: Participants in consecutive sampling (or sequential sampling) are chosen based on their availability and desire to participate in the study as they become available. This strategy entails sequentially recruiting individuals who fulfill the researcher’s requirements. 

For example, In researching the prevalence of stroke in a hospital, instead of randomly selecting patients from the entire population, the researcher can opt to include all eligible patients admitted over three months. Participants are then consecutively recruited upon admission during that timeframe, forming the study sample. 

  • Quota sampling:  The selection of individuals in quota sampling is based on non-random selection criteria in which only participants with certain traits or proportions that are representative of the population are included. Quota sampling involves setting predetermined quotas for specific subgroups based on key demographics or other relevant characteristics. This sampling method employs dividing the population into mutually exclusive subgroups and then selecting sample units until the set quota is reached.  

Quota sampling

For example, In a survey on a college campus to assess student interest in a new policy, the researcher should establish quotas aligned with the distribution of student majors, ensuring representation from various academic disciplines. If the campus has 20% biology majors, 30% engineering majors, 20% business majors, and 30% liberal arts majors, participants should be recruited to mirror these proportions. 

  • Purposive or judgmental sampling: In purposive sampling, the researcher leverages expertise to select a sample relevant to the study’s specific questions. This sampling method is commonly applied in qualitative research, mainly when aiming to understand a particular phenomenon, and is suitable for smaller population sizes. 

Purposive Sampling

For example, imagine a researcher who wants to study public policy issues for a focus group. The researcher might purposely select participants with expertise in economics, law, and public administration to take advantage of their knowledge and ensure a depth of understanding.  

  • Snowball sampling:  This sampling method is used when accessing the population is challenging. It involves collecting the sample through a chain-referral process, where each recruited candidate aids in finding others. These candidates share common traits, representing the targeted population. This method is often used in qualitative research, particularly when studying phenomena related to stigmatized or hidden populations. 

Snowball Sampling

For example, In a study focusing on understanding the experiences and challenges of individuals in hidden or stigmatized communities (e.g., LGBTQ+ individuals in specific cultural contexts), the snowball sampling technique can be employed. The researcher initiates contact with one community member, who then assists in identifying additional candidates until the desired sample size is achieved.

Uses of non-probability sampling  

Non-probability sampling approaches are employed in qualitative or exploratory research where the goal is to investigate underlying population traits rather than generalizability. Non-probability sampling methods are also helpful for the following purposes: 

  • Generating a hypothesis  

In the initial stages of exploratory research, non-probability methods such as purposive or convenience allow researchers to quickly gather information and generate hypothesis that helps build a future research plan.  

  • Qualitative research  

Qualitative research is usually focused on understanding the depth and complexity of human experiences, behaviors, and perspectives. Non-probability methods like purposive or snowball sampling are commonly used to select participants with specific traits that are relevant to the research question.  

  • Convenience and pragmatism  

Non-probability sampling methods are valuable when resource and time are limited or when preliminary data is required to test the pilot study. For example, conducting a survey at a local shopping mall to gather opinions on a consumer product due to the ease of access to potential participants.  

Probability vs Non-probability Sampling Methods  

     
Selection of participants  Random selection of participants from the population using randomization methods  Non-random selection of participants from the population based on convenience or criteria 
Representativeness  Likely to yield a representative sample of the whole population allowing for generalizations  May not yield a representative sample of the whole population; poor generalizability 
Precision and accuracy  Provides more precise and accurate estimates of population characteristics  May have less precision and accuracy due to non-random selection  
Bias   Minimizes selection bias  May introduce selection bias if criteria are subjective and not well-defined 
Statistical inference  Suited for statistical inference and hypothesis testing and for making generalization to the population  Less suited for statistical inference and hypothesis testing on the population 
Application  Useful for quantitative research where generalizability is crucial   Commonly used in qualitative and exploratory research where in-depth insights are the goal 

Frequently asked questions  

  • What is multistage sampling ? Multistage sampling is a form of probability sampling approach that involves the progressive selection of samples in stages, going from larger clusters to a small number of participants, making it suited for large-scale research with enormous population lists.  
  • What are the methods of probability sampling? Probability sampling methods are simple random sampling, stratified random sampling, systematic sampling, cluster sampling, and multistage sampling.
  • How to decide which type of sampling method to use? Choose a sampling method based on the goals, population, and resources. Probability for statistics and non-probability for efficiency or qualitative insights can be considered . Also, consider the population characteristics, size, and alignment with study objectives.
  • What are the methods of non-probability sampling? Non-probability sampling methods are convenience sampling, consecutive sampling, purposive sampling, snowball sampling, and quota sampling.
  • Why are sampling methods used in research? Sampling methods in research are employed to efficiently gather representative data from a subset of a larger population, enabling valid conclusions and generalizations while minimizing costs and time.  

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Home » Sampling Methods – Types, Techniques and Examples

Sampling Methods – Types, Techniques and Examples

Table of Contents

Sampling Methods

Sampling refers to the process of selecting a subset of data from a larger population or dataset in order to analyze or make inferences about the whole population.

In other words, sampling involves taking a representative sample of data from a larger group or dataset in order to gain insights or draw conclusions about the entire group.

Sampling Methods

Sampling methods refer to the techniques used to select a subset of individuals or units from a larger population for the purpose of conducting statistical analysis or research.

Sampling is an essential part of the Research because it allows researchers to draw conclusions about a population without having to collect data from every member of that population, which can be time-consuming, expensive, or even impossible.

Types of Sampling Methods

Sampling can be broadly categorized into two main categories:

Probability Sampling

This type of sampling is based on the principles of random selection, and it involves selecting samples in a way that every member of the population has an equal chance of being included in the sample.. Probability sampling is commonly used in scientific research and statistical analysis, as it provides a representative sample that can be generalized to the larger population.

Type of Probability Sampling :

  • Simple Random Sampling: In this method, every member of the population has an equal chance of being selected for the sample. This can be done using a random number generator or by drawing names out of a hat, for example.
  • Systematic Sampling: In this method, the population is first divided into a list or sequence, and then every nth member is selected for the sample. For example, if every 10th person is selected from a list of 100 people, the sample would include 10 people.
  • Stratified Sampling: In this method, the population is divided into subgroups or strata based on certain characteristics, and then a random sample is taken from each stratum. This is often used to ensure that the sample is representative of the population as a whole.
  • Cluster Sampling: In this method, the population is divided into clusters or groups, and then a random sample of clusters is selected. Then, all members of the selected clusters are included in the sample.
  • Multi-Stage Sampling : This method combines two or more sampling techniques. For example, a researcher may use stratified sampling to select clusters, and then use simple random sampling to select members within each cluster.

Non-probability Sampling

This type of sampling does not rely on random selection, and it involves selecting samples in a way that does not give every member of the population an equal chance of being included in the sample. Non-probability sampling is often used in qualitative research, where the aim is not to generalize findings to a larger population, but to gain an in-depth understanding of a particular phenomenon or group. Non-probability sampling methods can be quicker and more cost-effective than probability sampling methods, but they may also be subject to bias and may not be representative of the larger population.

Types of Non-probability Sampling :

  • Convenience Sampling: In this method, participants are chosen based on their availability or willingness to participate. This method is easy and convenient but may not be representative of the population.
  • Purposive Sampling: In this method, participants are selected based on specific criteria, such as their expertise or knowledge on a particular topic. This method is often used in qualitative research, but may not be representative of the population.
  • Snowball Sampling: In this method, participants are recruited through referrals from other participants. This method is often used when the population is hard to reach, but may not be representative of the population.
  • Quota Sampling: In this method, a predetermined number of participants are selected based on specific criteria, such as age or gender. This method is often used in market research, but may not be representative of the population.
  • Volunteer Sampling: In this method, participants volunteer to participate in the study. This method is often used in research where participants are motivated by personal interest or altruism, but may not be representative of the population.

Applications of Sampling Methods

Applications of Sampling Methods from different fields:

  • Psychology : Sampling methods are used in psychology research to study various aspects of human behavior and mental processes. For example, researchers may use stratified sampling to select a sample of participants that is representative of the population based on factors such as age, gender, and ethnicity. Random sampling may also be used to select participants for experimental studies.
  • Sociology : Sampling methods are commonly used in sociological research to study social phenomena and relationships between individuals and groups. For example, researchers may use cluster sampling to select a sample of neighborhoods to study the effects of economic inequality on health outcomes. Stratified sampling may also be used to select a sample of participants that is representative of the population based on factors such as income, education, and occupation.
  • Social sciences: Sampling methods are commonly used in social sciences to study human behavior and attitudes. For example, researchers may use stratified sampling to select a sample of participants that is representative of the population based on factors such as age, gender, and income.
  • Marketing : Sampling methods are used in marketing research to collect data on consumer preferences, behavior, and attitudes. For example, researchers may use random sampling to select a sample of consumers to participate in a survey about a new product.
  • Healthcare : Sampling methods are used in healthcare research to study the prevalence of diseases and risk factors, and to evaluate interventions. For example, researchers may use cluster sampling to select a sample of health clinics to participate in a study of the effectiveness of a new treatment.
  • Environmental science: Sampling methods are used in environmental science to collect data on environmental variables such as water quality, air pollution, and soil composition. For example, researchers may use systematic sampling to collect soil samples at regular intervals across a field.
  • Education : Sampling methods are used in education research to study student learning and achievement. For example, researchers may use stratified sampling to select a sample of schools that is representative of the population based on factors such as demographics and academic performance.

Examples of Sampling Methods

Probability Sampling Methods Examples:

  • Simple random sampling Example : A researcher randomly selects participants from the population using a random number generator or drawing names from a hat.
  • Stratified random sampling Example : A researcher divides the population into subgroups (strata) based on a characteristic of interest (e.g. age or income) and then randomly selects participants from each subgroup.
  • Systematic sampling Example : A researcher selects participants at regular intervals from a list of the population.

Non-probability Sampling Methods Examples:

  • Convenience sampling Example: A researcher selects participants who are conveniently available, such as students in a particular class or visitors to a shopping mall.
  • Purposive sampling Example : A researcher selects participants who meet specific criteria, such as individuals who have been diagnosed with a particular medical condition.
  • Snowball sampling Example : A researcher selects participants who are referred to them by other participants, such as friends or acquaintances.

How to Conduct Sampling Methods

some general steps to conduct sampling methods:

  • Define the population: Identify the population of interest and clearly define its boundaries.
  • Choose the sampling method: Select an appropriate sampling method based on the research question, characteristics of the population, and available resources.
  • Determine the sample size: Determine the desired sample size based on statistical considerations such as margin of error, confidence level, or power analysis.
  • Create a sampling frame: Develop a list of all individuals or elements in the population from which the sample will be drawn. The sampling frame should be comprehensive, accurate, and up-to-date.
  • Select the sample: Use the chosen sampling method to select the sample from the sampling frame. The sample should be selected randomly, or if using a non-random method, every effort should be made to minimize bias and ensure that the sample is representative of the population.
  • Collect data: Once the sample has been selected, collect data from each member of the sample using appropriate research methods (e.g., surveys, interviews, observations).
  • Analyze the data: Analyze the data collected from the sample to draw conclusions about the population of interest.

When to use Sampling Methods

Sampling methods are used in research when it is not feasible or practical to study the entire population of interest. Sampling allows researchers to study a smaller group of individuals, known as a sample, and use the findings from the sample to make inferences about the larger population.

Sampling methods are particularly useful when:

  • The population of interest is too large to study in its entirety.
  • The cost and time required to study the entire population are prohibitive.
  • The population is geographically dispersed or difficult to access.
  • The research question requires specialized or hard-to-find individuals.
  • The data collected is quantitative and statistical analyses are used to draw conclusions.

Purpose of Sampling Methods

The main purpose of sampling methods in research is to obtain a representative sample of individuals or elements from a larger population of interest, in order to make inferences about the population as a whole. By studying a smaller group of individuals, known as a sample, researchers can gather information about the population that would be difficult or impossible to obtain from studying the entire population.

Sampling methods allow researchers to:

  • Study a smaller, more manageable group of individuals, which is typically less time-consuming and less expensive than studying the entire population.
  • Reduce the potential for data collection errors and improve the accuracy of the results by minimizing sampling bias.
  • Make inferences about the larger population with a certain degree of confidence, using statistical analyses of the data collected from the sample.
  • Improve the generalizability and external validity of the findings by ensuring that the sample is representative of the population of interest.

Characteristics of Sampling Methods

Here are some characteristics of sampling methods:

  • Randomness : Probability sampling methods are based on random selection, meaning that every member of the population has an equal chance of being selected. This helps to minimize bias and ensure that the sample is representative of the population.
  • Representativeness : The goal of sampling is to obtain a sample that is representative of the larger population of interest. This means that the sample should reflect the characteristics of the population in terms of key demographic, behavioral, or other relevant variables.
  • Size : The size of the sample should be large enough to provide sufficient statistical power for the research question at hand. The sample size should also be appropriate for the chosen sampling method and the level of precision desired.
  • Efficiency : Sampling methods should be efficient in terms of time, cost, and resources required. The method chosen should be feasible given the available resources and time constraints.
  • Bias : Sampling methods should aim to minimize bias and ensure that the sample is representative of the population of interest. Bias can be introduced through non-random selection or non-response, and can affect the validity and generalizability of the findings.
  • Precision : Sampling methods should be precise in terms of providing estimates of the population parameters of interest. Precision is influenced by sample size, sampling method, and level of variability in the population.
  • Validity : The validity of the sampling method is important for ensuring that the results obtained from the sample are accurate and can be generalized to the population of interest. Validity can be affected by sampling method, sample size, and the representativeness of the sample.

Advantages of Sampling Methods

Sampling methods have several advantages, including:

  • Cost-Effective : Sampling methods are often much cheaper and less time-consuming than studying an entire population. By studying only a small subset of the population, researchers can gather valuable data without incurring the costs associated with studying the entire population.
  • Convenience : Sampling methods are often more convenient than studying an entire population. For example, if a researcher wants to study the eating habits of people in a city, it would be very difficult and time-consuming to study every single person in the city. By using sampling methods, the researcher can obtain data from a smaller subset of people, making the study more feasible.
  • Accuracy: When done correctly, sampling methods can be very accurate. By using appropriate sampling techniques, researchers can obtain a sample that is representative of the entire population. This allows them to make accurate generalizations about the population as a whole based on the data collected from the sample.
  • Time-Saving: Sampling methods can save a lot of time compared to studying the entire population. By studying a smaller sample, researchers can collect data much more quickly than they could if they studied every single person in the population.
  • Less Bias : Sampling methods can reduce bias in a study. If a researcher were to study the entire population, it would be very difficult to eliminate all sources of bias. However, by using appropriate sampling techniques, researchers can reduce bias and obtain a sample that is more representative of the entire population.

Limitations of Sampling Methods

  • Sampling Error : Sampling error is the difference between the sample statistic and the population parameter. It is the result of selecting a sample rather than the entire population. The larger the sample, the lower the sampling error. However, no matter how large the sample size, there will always be some degree of sampling error.
  • Selection Bias: Selection bias occurs when the sample is not representative of the population. This can happen if the sample is not selected randomly or if some groups are underrepresented in the sample. Selection bias can lead to inaccurate conclusions about the population.
  • Non-response Bias : Non-response bias occurs when some members of the sample do not respond to the survey or study. This can result in a biased sample if the non-respondents differ from the respondents in important ways.
  • Time and Cost : While sampling can be cost-effective, it can still be expensive and time-consuming to select a sample that is representative of the population. Depending on the sampling method used, it may take a long time to obtain a sample that is large enough and representative enough to be useful.
  • Limited Information : Sampling can only provide information about the variables that are measured. It may not provide information about other variables that are relevant to the research question but were not measured.
  • Generalization : The extent to which the findings from a sample can be generalized to the population depends on the representativeness of the sample. If the sample is not representative of the population, it may not be possible to generalize the findings to the population as a whole.

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Sampling Methods & Strategies 101

Everything you need to know (including examples)

By: Derek Jansen (MBA) | Expert Reviewed By: Kerryn Warren (PhD) | January 2023

If you’re new to research, sooner or later you’re bound to wander into the intimidating world of sampling methods and strategies. If you find yourself on this page, chances are you’re feeling a little overwhelmed or confused. Fear not – in this post we’ll unpack sampling in straightforward language , along with loads of examples .

Overview: Sampling Methods & Strategies

  • What is sampling in a research context?
  • The two overarching approaches

Simple random sampling

Stratified random sampling, cluster sampling, systematic sampling, purposive sampling, convenience sampling, snowball sampling.

  • How to choose the right sampling method

What (exactly) is sampling?

At the simplest level, sampling (within a research context) is the process of selecting a subset of participants from a larger group . For example, if your research involved assessing US consumers’ perceptions about a particular brand of laundry detergent, you wouldn’t be able to collect data from every single person that uses laundry detergent (good luck with that!) – but you could potentially collect data from a smaller subset of this group.

In technical terms, the larger group is referred to as the population , and the subset (the group you’ll actually engage with in your research) is called the sample . Put another way, you can look at the population as a full cake and the sample as a single slice of that cake. In an ideal world, you’d want your sample to be perfectly representative of the population, as that would allow you to generalise your findings to the entire population. In other words, you’d want to cut a perfect cross-sectional slice of cake, such that the slice reflects every layer of the cake in perfect proportion.

Achieving a truly representative sample is, unfortunately, a little trickier than slicing a cake, as there are many practical challenges and obstacles to achieving this in a real-world setting. Thankfully though, you don’t always need to have a perfectly representative sample – it all depends on the specific research aims of each study – so don’t stress yourself out about that just yet!

With the concept of sampling broadly defined, let’s look at the different approaches to sampling to get a better understanding of what it all looks like in practice.

research paper sampling methods

The two overarching sampling approaches

At the highest level, there are two approaches to sampling: probability sampling and non-probability sampling . Within each of these, there are a variety of sampling methods , which we’ll explore a little later.

Probability sampling involves selecting participants (or any unit of interest) on a statistically random basis , which is why it’s also called “random sampling”. In other words, the selection of each individual participant is based on a pre-determined process (not the discretion of the researcher). As a result, this approach achieves a random sample.

Probability-based sampling methods are most commonly used in quantitative research , especially when it’s important to achieve a representative sample that allows the researcher to generalise their findings.

Non-probability sampling , on the other hand, refers to sampling methods in which the selection of participants is not statistically random . In other words, the selection of individual participants is based on the discretion and judgment of the researcher, rather than on a pre-determined process.

Non-probability sampling methods are commonly used in qualitative research , where the richness and depth of the data are more important than the generalisability of the findings.

If that all sounds a little too conceptual and fluffy, don’t worry. Let’s take a look at some actual sampling methods to make it more tangible.

Need a helping hand?

research paper sampling methods

Probability-based sampling methods

First, we’ll look at four common probability-based (random) sampling methods:

Importantly, this is not a comprehensive list of all the probability sampling methods – these are just four of the most common ones. So, if you’re interested in adopting a probability-based sampling approach, be sure to explore all the options.

Simple random sampling involves selecting participants in a completely random fashion , where each participant has an equal chance of being selected. Basically, this sampling method is the equivalent of pulling names out of a hat , except that you can do it digitally. For example, if you had a list of 500 people, you could use a random number generator to draw a list of 50 numbers (each number, reflecting a participant) and then use that dataset as your sample.

Thanks to its simplicity, simple random sampling is easy to implement , and as a consequence, is typically quite cheap and efficient . Given that the selection process is completely random, the results can be generalised fairly reliably. However, this also means it can hide the impact of large subgroups within the data, which can result in minority subgroups having little representation in the results – if any at all. To address this, one needs to take a slightly different approach, which we’ll look at next.

Stratified random sampling is similar to simple random sampling, but it kicks things up a notch. As the name suggests, stratified sampling involves selecting participants randomly , but from within certain pre-defined subgroups (i.e., strata) that share a common trait . For example, you might divide the population into strata based on gender, ethnicity, age range or level of education, and then select randomly from each group.

The benefit of this sampling method is that it gives you more control over the impact of large subgroups (strata) within the population. For example, if a population comprises 80% males and 20% females, you may want to “balance” this skew out by selecting a random sample from an equal number of males and females. This would, of course, reduce the representativeness of the sample, but it would allow you to identify differences between subgroups. So, depending on your research aims, the stratified approach could work well.

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Next on the list is cluster sampling. As the name suggests, this sampling method involves sampling from naturally occurring, mutually exclusive clusters within a population – for example, area codes within a city or cities within a country. Once the clusters are defined, a set of clusters are randomly selected and then a set of participants are randomly selected from each cluster.

Now, you’re probably wondering, “how is cluster sampling different from stratified random sampling?”. Well, let’s look at the previous example where each cluster reflects an area code in a given city.

With cluster sampling, you would collect data from clusters of participants in a handful of area codes (let’s say 5 neighbourhoods). Conversely, with stratified random sampling, you would need to collect data from all over the city (i.e., many more neighbourhoods). You’d still achieve the same sample size either way (let’s say 200 people, for example), but with stratified sampling, you’d need to do a lot more running around, as participants would be scattered across a vast geographic area. As a result, cluster sampling is often the more practical and economical option.

If that all sounds a little mind-bending, you can use the following general rule of thumb. If a population is relatively homogeneous , cluster sampling will often be adequate. Conversely, if a population is quite heterogeneous (i.e., diverse), stratified sampling will generally be more appropriate.

The last probability sampling method we’ll look at is systematic sampling. This method simply involves selecting participants at a set interval , starting from a random point .

For example, if you have a list of students that reflects the population of a university, you could systematically sample that population by selecting participants at an interval of 8 . In other words, you would randomly select a starting point – let’s say student number 40 – followed by student 48, 56, 64, etc.

What’s important with systematic sampling is that the population list you select from needs to be randomly ordered . If there are underlying patterns in the list (for example, if the list is ordered by gender, IQ, age, etc.), this will result in a non-random sample, which would defeat the purpose of adopting this sampling method. Of course, you could safeguard against this by “shuffling” your population list using a random number generator or similar tool.

Systematic sampling simply involves selecting participants at a set interval (e.g., every 10th person), starting from a random point.

Non-probability-based sampling methods

Right, now that we’ve looked at a few probability-based sampling methods, let’s look at three non-probability methods :

Again, this is not an exhaustive list of all possible sampling methods, so be sure to explore further if you’re interested in adopting a non-probability sampling approach.

First up, we’ve got purposive sampling – also known as judgment , selective or subjective sampling. Again, the name provides some clues, as this method involves the researcher selecting participants using his or her own judgement , based on the purpose of the study (i.e., the research aims).

For example, suppose your research aims were to understand the perceptions of hyper-loyal customers of a particular retail store. In that case, you could use your judgement to engage with frequent shoppers, as well as rare or occasional shoppers, to understand what judgements drive the two behavioural extremes .

Purposive sampling is often used in studies where the aim is to gather information from a small population (especially rare or hard-to-find populations), as it allows the researcher to target specific individuals who have unique knowledge or experience . Naturally, this sampling method is quite prone to researcher bias and judgement error, and it’s unlikely to produce generalisable results, so it’s best suited to studies where the aim is to go deep rather than broad .

Purposive sampling involves the researcher selecting participants using their own judgement, based on the purpose of the study.

Next up, we have convenience sampling. As the name suggests, with this method, participants are selected based on their availability or accessibility . In other words, the sample is selected based on how convenient it is for the researcher to access it, as opposed to using a defined and objective process.

Naturally, convenience sampling provides a quick and easy way to gather data, as the sample is selected based on the individuals who are readily available or willing to participate. This makes it an attractive option if you’re particularly tight on resources and/or time. However, as you’d expect, this sampling method is unlikely to produce a representative sample and will of course be vulnerable to researcher bias , so it’s important to approach it with caution.

Last but not least, we have the snowball sampling method. This method relies on referrals from initial participants to recruit additional participants. In other words, the initial subjects form the first (small) snowball and each additional subject recruited through referral is added to the snowball, making it larger as it rolls along .

Snowball sampling is often used in research contexts where it’s difficult to identify and access a particular population. For example, people with a rare medical condition or members of an exclusive group. It can also be useful in cases where the research topic is sensitive or taboo and people are unlikely to open up unless they’re referred by someone they trust.

Simply put, snowball sampling is ideal for research that involves reaching hard-to-access populations . But, keep in mind that, once again, it’s a sampling method that’s highly prone to researcher bias and is unlikely to produce a representative sample. So, make sure that it aligns with your research aims and questions before adopting this method.

How to choose a sampling method

Now that we’ve looked at a few popular sampling methods (both probability and non-probability based), the obvious question is, “ how do I choose the right sampling method for my study?”. When selecting a sampling method for your research project, you’ll need to consider two important factors: your research aims and your resources .

As with all research design and methodology choices, your sampling approach needs to be guided by and aligned with your research aims, objectives and research questions – in other words, your golden thread. Specifically, you need to consider whether your research aims are primarily concerned with producing generalisable findings (in which case, you’ll likely opt for a probability-based sampling method) or with achieving rich , deep insights (in which case, a non-probability-based approach could be more practical). Typically, quantitative studies lean toward the former, while qualitative studies aim for the latter, so be sure to consider your broader methodology as well.

The second factor you need to consider is your resources and, more generally, the practical constraints at play. If, for example, you have easy, free access to a large sample at your workplace or university and a healthy budget to help you attract participants, that will open up multiple options in terms of sampling methods. Conversely, if you’re cash-strapped, short on time and don’t have unfettered access to your population of interest, you may be restricted to convenience or referral-based methods.

In short, be ready for trade-offs – you won’t always be able to utilise the “perfect” sampling method for your study, and that’s okay. Much like all the other methodological choices you’ll make as part of your study, you’ll often need to compromise and accept practical trade-offs when it comes to sampling. Don’t let this get you down though – as long as your sampling choice is well explained and justified, and the limitations of your approach are clearly articulated, you’ll be on the right track.

research paper sampling methods

Let’s recap…

In this post, we’ve covered the basics of sampling within the context of a typical research project.

  • Sampling refers to the process of defining a subgroup (sample) from the larger group of interest (population).
  • The two overarching approaches to sampling are probability sampling (random) and non-probability sampling .
  • Common probability-based sampling methods include simple random sampling, stratified random sampling, cluster sampling and systematic sampling.
  • Common non-probability-based sampling methods include purposive sampling, convenience sampling and snowball sampling.
  • When choosing a sampling method, you need to consider your research aims , objectives and questions, as well as your resources and other practical constraints .

If you’d like to see an example of a sampling strategy in action, be sure to check out our research methodology chapter sample .

Last but not least, if you need hands-on help with your sampling (or any other aspect of your research), take a look at our 1-on-1 coaching service , where we guide you through each step of the research process, at your own pace.

research paper sampling methods

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What are sampling methods and how do you choose the best one?

Posted on 18th November 2020 by Mohamed Khalifa

""

This tutorial will introduce sampling methods and potential sampling errors to avoid when conducting medical research.

Introduction to sampling methods

Examples of different sampling methods, choosing the best sampling method.

It is important to understand why we sample the population; for example, studies are built to investigate the relationships between risk factors and disease. In other words, we want to find out if this is a true association, while still aiming for the minimum risk for errors such as: chance, bias or confounding .

However, it would not be feasible to experiment on the whole population, we would need to take a good sample and aim to reduce the risk of having errors by proper sampling technique.

What is a sampling frame?

A sampling frame is a record of the target population containing all participants of interest. In other words, it is a list from which we can extract a sample.

What makes a good sample?

A good sample should be a representative subset of the population we are interested in studying, therefore, with each participant having equal chance of being randomly selected into the study.

We could choose a sampling method based on whether we want to account for sampling bias; a random sampling method is often preferred over a non-random method for this reason. Random sampling examples include: simple, systematic, stratified, and cluster sampling. Non-random sampling methods are liable to bias, and common examples include: convenience, purposive, snowballing, and quota sampling. For the purposes of this blog we will be focusing on random sampling methods .

Example: We want to conduct an experimental trial in a small population such as: employees in a company, or students in a college. We include everyone in a list and use a random number generator to select the participants

Advantages: Generalisable results possible, random sampling, the sampling frame is the whole population, every participant has an equal probability of being selected

Disadvantages: Less precise than stratified method, less representative than the systematic method

Simple sampling method example in stick men.

Example: Every nth patient entering the out-patient clinic is selected and included in our sample

Advantages: More feasible than simple or stratified methods, sampling frame is not always required

Disadvantages:  Generalisability may decrease if baseline characteristics repeat across every nth participant

Systematic sampling method example in stick men

Example: We have a big population (a city) and we want to ensure representativeness of all groups with a pre-determined characteristic such as: age groups, ethnic origin, and gender

Advantages:  Inclusive of strata (subgroups), reliable and generalisable results

Disadvantages: Does not work well with multiple variables

Stratified sampling method example stick men

Example: 10 schools have the same number of students across the county. We can randomly select 3 out of 10 schools as our clusters

Advantages: Readily doable with most budgets, does not require a sampling frame

Disadvantages: Results may not be reliable nor generalisable

Cluster sampling method example with stick men

How can you identify sampling errors?

Non-random selection increases the probability of sampling (selection) bias if the sample does not represent the population we want to study. We could avoid this by random sampling and ensuring representativeness of our sample with regards to sample size.

An inadequate sample size decreases the confidence in our results as we may think there is no significant difference when actually there is. This type two error results from having a small sample size, or from participants dropping out of the sample.

In medical research of disease, if we select people with certain diseases while strictly excluding participants with other co-morbidities, we run the risk of diagnostic purity bias where important sub-groups of the population are not represented.

Furthermore, measurement bias may occur during re-collection of risk factors by participants (recall bias) or assessment of outcome where people who live longer are associated with treatment success, when in fact people who died were not included in the sample or data analysis (survivors bias).

By following the steps below we could choose the best sampling method for our study in an orderly fashion.

Research objectiveness

Firstly, a refined research question and goal would help us define our population of interest. If our calculated sample size is small then it would be easier to get a random sample. If, however, the sample size is large, then we should check if our budget and resources can handle a random sampling method.

Sampling frame availability

Secondly, we need to check for availability of a sampling frame (Simple), if not, could we make a list of our own (Stratified). If neither option is possible, we could still use other random sampling methods, for instance, systematic or cluster sampling.

Study design

Moreover, we could consider the prevalence of the topic (exposure or outcome) in the population, and what would be the suitable study design. In addition, checking if our target population is widely varied in its baseline characteristics. For example, a population with large ethnic subgroups could best be studied using a stratified sampling method.

Random sampling

Finally, the best sampling method is always the one that could best answer our research question while also allowing for others to make use of our results (generalisability of results). When we cannot afford a random sampling method, we can always choose from the non-random sampling methods.

To sum up, we now understand that choosing between random or non-random sampling methods is multifactorial. We might often be tempted to choose a convenience sample from the start, but that would not only decrease precision of our results, and would make us miss out on producing research that is more robust and reliable.

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Mohamed Khalifa

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Thank you for this overview. A concise approach for research.

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really helps! am an ecology student preparing to write my lab report for sampling.

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I learned a lot to the given presentation.. It’s very comprehensive… Thanks for sharing…

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Very informative and useful for my study. Thank you

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Oversimplified info on sampling methods. Probabilistic of the sampling and sampling of samples by chance does rest solely on the random methods. Factors such as the random visits or presentation of the potential participants at clinics or sites could be sufficiently random in nature and should be used for the sake of efficiency and feasibility. Nevertheless, this approach has to be taken only after careful thoughts. Representativeness of the study samples have to be checked at the end or during reporting by comparing it to the published larger studies or register of some kind in/from the local population.

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Thank you so much Mr.mohamed very useful and informative article

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Sampling Methods | Types, Techniques, & Examples

Published on 3 May 2022 by Shona McCombes . Revised on 10 October 2022.

When you conduct research about a group of people, it’s rarely possible to collect data from every person in that group. Instead, you select a sample. The sample is the group of individuals who will actually participate in the research.

To draw valid conclusions from your results, you have to carefully decide how you will select a sample that is representative of the group as a whole. There are two types of sampling methods:

  • Probability sampling involves random selection, allowing you to make strong statistical inferences about the whole group. It minimises the risk of selection bias .
  • Non-probability sampling involves non-random selection based on convenience or other criteria, allowing you to easily collect data.

You should clearly explain how you selected your sample in the methodology section of your paper or thesis.

Table of contents

Population vs sample, probability sampling methods, non-probability sampling methods, frequently asked questions about sampling.

First, you need to understand the difference between a population and a sample , and identify the target population of your research.

  • The population is the entire group that you want to draw conclusions about.
  • The sample is the specific group of individuals that you will collect data from.

The population can be defined in terms of geographical location, age, income, and many other characteristics.

Population vs sample

It is important to carefully define your target population according to the purpose and practicalities of your project.

If the population is very large, demographically mixed, and geographically dispersed, it might be difficult to gain access to a representative sample.

Sampling frame

The sampling frame is the actual list of individuals that the sample will be drawn from. Ideally, it should include the entire target population (and nobody who is not part of that population).

You are doing research on working conditions at Company X. Your population is all 1,000 employees of the company. Your sampling frame is the company’s HR database, which lists the names and contact details of every employee.

Sample size

The number of individuals you should include in your sample depends on various factors, including the size and variability of the population and your research design. There are different sample size calculators and formulas depending on what you want to achieve with statistical analysis .

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Probability sampling means that every member of the population has a chance of being selected. It is mainly used in quantitative research . If you want to produce results that are representative of the whole population, probability sampling techniques are the most valid choice.

There are four main types of probability sample.

Probability sampling

1. Simple random sampling

In a simple random sample , every member of the population has an equal chance of being selected. Your sampling frame should include the whole population.

To conduct this type of sampling, you can use tools like random number generators or other techniques that are based entirely on chance.

You want to select a simple random sample of 100 employees of Company X. You assign a number to every employee in the company database from 1 to 1000, and use a random number generator to select 100 numbers.

2. Systematic sampling

Systematic sampling is similar to simple random sampling, but it is usually slightly easier to conduct. Every member of the population is listed with a number, but instead of randomly generating numbers, individuals are chosen at regular intervals.

All employees of the company are listed in alphabetical order. From the first 10 numbers, you randomly select a starting point: number 6. From number 6 onwards, every 10th person on the list is selected (6, 16, 26, 36, and so on), and you end up with a sample of 100 people.

If you use this technique, it is important to make sure that there is no hidden pattern in the list that might skew the sample. For example, if the HR database groups employees by team, and team members are listed in order of seniority, there is a risk that your interval might skip over people in junior roles, resulting in a sample that is skewed towards senior employees.

3. Stratified sampling

Stratified sampling involves dividing the population into subpopulations that may differ in important ways. It allows you draw more precise conclusions by ensuring that every subgroup is properly represented in the sample.

To use this sampling method, you divide the population into subgroups (called strata) based on the relevant characteristic (e.g., gender, age range, income bracket, job role).

Based on the overall proportions of the population, you calculate how many people should be sampled from each subgroup. Then you use random or systematic sampling to select a sample from each subgroup.

The company has 800 female employees and 200 male employees. You want to ensure that the sample reflects the gender balance of the company, so you sort the population into two strata based on gender. Then you use random sampling on each group, selecting 80 women and 20 men, which gives you a representative sample of 100 people.

4. Cluster sampling

Cluster sampling also involves dividing the population into subgroups, but each subgroup should have similar characteristics to the whole sample. Instead of sampling individuals from each subgroup, you randomly select entire subgroups.

If it is practically possible, you might include every individual from each sampled cluster. If the clusters themselves are large, you can also sample individuals from within each cluster using one of the techniques above. This is called multistage sampling .

This method is good for dealing with large and dispersed populations, but there is more risk of error in the sample, as there could be substantial differences between clusters. It’s difficult to guarantee that the sampled clusters are really representative of the whole population.

The company has offices in 10 cities across the country (all with roughly the same number of employees in similar roles). You don’t have the capacity to travel to every office to collect your data, so you use random sampling to select 3 offices – these are your clusters.

In a non-probability sample , individuals are selected based on non-random criteria, and not every individual has a chance of being included.

This type of sample is easier and cheaper to access, but it has a higher risk of sampling bias . That means the inferences you can make about the population are weaker than with probability samples, and your conclusions may be more limited. If you use a non-probability sample, you should still aim to make it as representative of the population as possible.

Non-probability sampling techniques are often used in exploratory and qualitative research . In these types of research, the aim is not to test a hypothesis about a broad population, but to develop an initial understanding of a small or under-researched population.

Non probability sampling

1. Convenience sampling

A convenience sample simply includes the individuals who happen to be most accessible to the researcher.

This is an easy and inexpensive way to gather initial data, but there is no way to tell if the sample is representative of the population, so it can’t produce generalisable results.

You are researching opinions about student support services in your university, so after each of your classes, you ask your fellow students to complete a survey on the topic. This is a convenient way to gather data, but as you only surveyed students taking the same classes as you at the same level, the sample is not representative of all the students at your university.

2. Voluntary response sampling

Similar to a convenience sample, a voluntary response sample is mainly based on ease of access. Instead of the researcher choosing participants and directly contacting them, people volunteer themselves (e.g., by responding to a public online survey).

Voluntary response samples are always at least somewhat biased, as some people will inherently be more likely to volunteer than others.

You send out the survey to all students at your university and many students decide to complete it. This can certainly give you some insight into the topic, but the people who responded are more likely to be those who have strong opinions about the student support services, so you can’t be sure that their opinions are representative of all students.

3. Purposive sampling

Purposive sampling , also known as judgement sampling, involves the researcher using their expertise to select a sample that is most useful to the purposes of the research.

It is often used in qualitative research , where the researcher wants to gain detailed knowledge about a specific phenomenon rather than make statistical inferences, or where the population is very small and specific. An effective purposive sample must have clear criteria and rationale for inclusion.

You want to know more about the opinions and experiences of students with a disability at your university, so you purposely select a number of students with different support needs in order to gather a varied range of data on their experiences with student services.

4. Snowball sampling

If the population is hard to access, snowball sampling can be used to recruit participants via other participants. The number of people you have access to ‘snowballs’ as you get in contact with more people.

You are researching experiences of homelessness in your city. Since there is no list of all homeless people in the city, probability sampling isn’t possible. You meet one person who agrees to participate in the research, and she puts you in contact with other homeless people she knows in the area.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

Samples are used to make inferences about populations . Samples are easier to collect data from because they are practical, cost-effective, convenient, and manageable.

Probability sampling means that every member of the target population has a known chance of being included in the sample.

Probability sampling methods include simple random sampling , systematic sampling , stratified sampling , and cluster sampling .

In non-probability sampling , the sample is selected based on non-random criteria, and not every member of the population has a chance of being included.

Common non-probability sampling methods include convenience sampling , voluntary response sampling, purposive sampling , snowball sampling , and quota sampling .

Sampling bias occurs when some members of a population are systematically more likely to be selected in a sample than others.

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An overview of sampling methods

Last updated

27 February 2023

Reviewed by

Cathy Heath

When researching perceptions or attributes of a product, service, or people, you have two options:

Survey every person in your chosen group (the target market, or population), collate your responses, and reach your conclusions.

Select a smaller group from within your target market and use their answers to represent everyone. This option is sampling .

Sampling saves you time and money. When you use the sampling method, the whole population being studied is called the sampling frame .

The sample you choose should represent your target market, or the sampling frame, well enough to do one of the following:

Generalize your findings across the sampling frame and use them as though you had surveyed everyone

Use the findings to decide on your next step, which might involve more in-depth sampling

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How was sampling developed?

Valery Glivenko and Francesco Cantelli, two mathematicians studying probability theory in the early 1900s, devised the sampling method. Their research showed that a properly chosen sample of people would reflect the larger group’s status, opinions, decisions, and decision-making steps.

They proved you don't need to survey the entire target market, thereby saving the rest of us a lot of time and money.

  • Why is sampling important?

We’ve already touched on the fact that sampling saves you time and money. When you get reliable results quickly, you can act on them sooner. And the money you save can pay for something else.

It’s often easier to survey a sample than a whole population. Sample inferences can be more reliable than those you get from a very large group because you can choose your samples carefully and scientifically.

Sampling is also useful because it is often impossible to survey the entire population. You probably have no choice but to collect only a sample in the first place.

Because you’re working with fewer people, you can collect richer data, which makes your research more accurate. You can:

Ask more questions

Go into more detail

Seek opinions instead of just collecting facts

Observe user behaviors

Double-check your findings if you need to

In short, sampling works! Let's take a look at the most common sampling methods.

  • Types of sampling methods

There are two main sampling methods: probability sampling and non-probability sampling. These can be further refined, which we'll cover shortly. You can then decide which approach best suits your research project.

Probability sampling method

Probability sampling is used in quantitative research , so it provides data on the survey topic in terms of numbers. Probability relates to mathematics, hence the name ‘quantitative research’. Subjects are asked questions like:

How many boxes of candy do you buy at one time?

How often do you shop for candy?

How much would you pay for a box of candy?

This method is also called random sampling because everyone in the target market has an equal chance of being chosen for the survey. It is designed to reduce sampling error for the most important variables. You should, therefore, get results that fairly reflect the larger population.

Non-probability sampling method

In this method, not everyone has an equal chance of being part of the sample. It's usually easier (and cheaper) to select people for the sample group. You choose people who are more likely to be involved in or know more about the topic you’re researching.

Non-probability sampling is used for qualitative research. Qualitative data is generated by questions like:

Where do you usually shop for candy (supermarket, gas station, etc.?)

Which candy brand do you usually buy?

Why do you like that brand?

  • Probability sampling methods

Here are five ways of doing probability sampling:

Simple random sampling (basic probability sampling)

Systematic sampling

Stratified sampling.

Cluster sampling

Multi-stage sampling

Simple random sampling.

There are three basic steps to simple random sampling:

Choose your sampling frame.

Decide on your sample size. Make sure it is large enough to give you reliable data.

Randomly choose your sample participants.

You could put all their names in a hat, shake the hat to mix the names, and pull out however many names you want in your sample (without looking!)

You could be more scientific by giving each participant a number and then using a random number generator program to choose the numbers.

Instead of choosing names or numbers, you decide beforehand on a selection method. For example, collect all the names in your sampling frame and start at, for example, the fifth person on the list, then choose every fourth name or every tenth name. Alternatively, you could choose everyone whose last name begins with randomly-selected initials, such as A, G, or W.

Choose your system of selecting names, and away you go.

This is a more sophisticated way to choose your sample. You break the sampling frame down into important subgroups or strata . Then, decide how many you want in your sample, and choose an equal number (or a proportionate number) from each subgroup.

For example, you want to survey how many people in a geographic area buy candy, so you compile a list of everyone in that area. You then break that list down into, for example, males and females, then into pre-teens, teenagers, young adults, senior citizens, etc. who are male or female.

So, if there are 1,000 young male adults and 2,000 young female adults in the whole sampling frame, you may want to choose 100 males and 200 females to keep the proportions balanced. You then choose the individual survey participants through the systematic sampling method.

Clustered sampling

This method is used when you want to subdivide a sample into smaller groups or clusters that are geographically or organizationally related.

Let’s say you’re doing quantitative research into candy sales. You could choose your sample participants from urban, suburban, or rural populations. This would give you three geographic clusters from which to select your participants.

This is a more refined way of doing cluster sampling. Let’s say you have your urban cluster, which is your primary sampling unit. You can subdivide this into a secondary sampling unit, say, participants who typically buy their candy in supermarkets. You could then further subdivide this group into your ultimate sampling unit. Finally, you select the actual survey participants from this unit.

  • Uses of probability sampling

Probability sampling has three main advantages:

It helps minimizes the likelihood of sampling bias. How you choose your sample determines the quality of your results. Probability sampling gives you an unbiased, randomly selected sample of your target market.

It allows you to create representative samples and subgroups within a sample out of a large or diverse target market.

It lets you use sophisticated statistical methods to select as close to perfect samples as possible.

  • Non-probability sampling methods

To recap, with non-probability sampling, you choose people for your sample in a non-random way, so not everyone in your sampling frame has an equal chance of being chosen. Your research findings, therefore, may not be as representative overall as probability sampling, but you may not want them to be.

Sampling bias is not a concern if all potential survey participants share similar traits. For example, you may want to specifically focus on young male adults who spend more than others on candy. In addition, it is usually a cheaper and quicker method because you don't have to work out a complex selection system that represents the entire population in that community.

Researchers do need to be mindful of carefully considering the strengths and limitations of each method before selecting a sampling technique.

Non-probability sampling is best for exploratory research , such as at the beginning of a research project.

There are five main types of non-probability sampling methods:

Convenience sampling

Purposive sampling, voluntary response sampling, snowball sampling, quota sampling.

The strategy of convenience sampling is to choose your sample quickly and efficiently, using the least effort, usually to save money.

Let's say you want to survey the opinions of 100 millennials about a particular topic. You could send out a questionnaire over the social media platforms millennials use. Ask respondents to confirm their birth year at the top of their response sheet and, when you have your 100 responses, begin your analysis. Or you could visit restaurants and bars where millennials spend their evenings and sign people up.

A drawback of convenience sampling is that it may not yield results that apply to a broader population.

This method relies on your judgment to choose the most likely sample to deliver the most useful results. You must know enough about the survey goals and the sampling frame to choose the most appropriate sample respondents.

Your knowledge and experience save you time because you know your ideal sample candidates, so you should get high-quality results.

This method is similar to convenience sampling, but it is based on potential sample members volunteering rather than you looking for people.

You make it known you want to do a survey on a particular topic for a particular reason and wait until enough people volunteer. Then you give them the questionnaire or arrange interviews to ask your questions directly.

Snowball sampling involves asking selected participants to refer others who may qualify for the survey. This method is best used when there is no sampling frame available. It is also useful when the researcher doesn’t know much about the target population.

Let's say you want to research a niche topic that involves people who may be difficult to locate. For our candy example, this could be young males who buy a lot of candy, go rock climbing during the day, and watch adventure movies at night. You ask each participant to name others they know who do the same things, so you can contact them. As you make contact with more people, your sample 'snowballs' until you have all the names you need.

This sampling method involves collecting the specific number of units (quotas) from your predetermined subpopulations. Quota sampling is a way of ensuring that your sample accurately represents the sampling frame.

  • Uses of non-probability sampling

You can use non-probability sampling when you:

Want to do a quick test to see if a more detailed and sophisticated survey may be worthwhile

Want to explore an idea to see if it 'has legs'

Launch a pilot study

Do some initial qualitative research

Have little time or money available (half a loaf is better than no bread at all)

Want to see if the initial results will help you justify a longer, more detailed, and more expensive research project

  • The main types of sampling bias, and how to avoid them

Sampling bias can fog or limit your research results. This will have an impact when you generalize your results across the whole target market. The two main causes of sampling bias are faulty research design and poor data collection or recording. They can affect probability and non-probability sampling.

Faulty research

If a surveyor chooses participants inappropriately, the results will not reflect the population as a whole.

A famous example is the 1948 presidential race. A telephone survey was conducted to see which candidate had more support. The problem with the research design was that, in 1948, most people with telephones were wealthy, and their opinions were very different from voters as a whole. The research implied Dewey would win, but it was Truman who became president.

Poor data collection or recording

This problem speaks for itself. The survey may be well structured, the sample groups appropriate, the questions clear and easy to understand, and the cluster sizes appropriate. But if surveyors check the wrong boxes when they get an answer or if the entire subgroup results are lost, the survey results will be biased.

How do you minimize bias in sampling?

 To get results you can rely on, you must:

Know enough about your target market

Choose one or more sample surveys to cover the whole target market properly

Choose enough people in each sample so your results mirror your target market

Have content validity . This means the content of your questions must be direct and efficiently worded. If it isn’t, the viability of your survey could be questioned. That would also be a waste of time and money, so make the wording of your questions your top focus.

If using probability sampling, make sure your sampling frame includes everyone it should and that your random sampling selection process includes the right proportion of the subgroups

If using non-probability sampling, focus on fairness, equality, and completeness in identifying your samples and subgroups. Then balance those criteria against simple convenience or other relevant factors.

What are the five types of sampling bias?

Self-selection bias. If you mass-mail questionnaires to everyone in the sample, you’re more likely to get results from people with extrovert or activist personalities and not from introverts or pragmatists. So if your convenience sampling focuses on getting your quota responses quickly, it may be skewed.

Non-response bias. Unhappy customers, stressed-out employees, or other sub-groups may not want to cooperate or they may pull out early.

Undercoverage bias. If your survey is done, say, via email or social media platforms, it will miss people without internet access, such as those living in rural areas, the elderly, or lower-income groups.

Survivorship bias. Unsuccessful people are less likely to take part. Another example may be a researcher excluding results that don’t support the overall goal. If the CEO wants to tell the shareholders about a successful product or project at the AGM, some less positive survey results may go “missing” (to take an extreme example.) The result is that your data will reflect an overly optimistic representation of the truth.

Pre-screening bias. If the researcher, whose experience and knowledge are being used to pre-select respondents in a judgmental sampling, focuses more on convenience than judgment, the results may be compromised.

How do you minimize sampling bias?

Focus on the bullet points in the next section and:

Make survey questionnaires as direct, easy, short, and available as possible, so participants are more likely to complete them accurately and send them back

Follow up with the people who have been selected but have not returned their responses

Ignore any pressure that may produce bias

  • How do you decide on the type of sampling to use?

Use the ideas you've gleaned from this article to give yourself a platform, then choose the best method to meet your goals while staying within your time and cost limits.

If it isn't obvious which method you should choose, use this strategy:

Clarify your research goals

Clarify how accurate your research results must be to reach your goals

Evaluate your goals against time and budget

List the two or three most obvious sampling methods that will work for you

Confirm the availability of your resources (researchers, computer time, etc.)

Compare each of the possible methods with your goals, accuracy, precision, resource, time, and cost constraints

Make your decision

  • The takeaway

Effective market research is the basis of successful marketing, advertising, and future productivity. By selecting the most appropriate sampling methods, you will collect the most useful market data and make the most effective decisions.

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Systematic Sampling | A Step-by-Step Guide with Examples

Published on October 2, 2020 by Lauren Thomas . Revised on December 18, 2023.

Systematic sampling is a probability sampling method in which researchers select members of the population at a regular interval (or k ) determined in advance.

If the population order is random or random-like (e.g., alphabetical), then this method will give you a representative sample that can be used to draw conclusions about your population of interest.

Systematic Sampling

Table of contents

When to use systematic sampling, step 1: define your population, step 2: decide on your sample size, step 3: calculate sampling interval k, step 4: select the sample and collect data, other interesting articles, frequently asked questions about systematic sampling.

Systematic sampling is a method that imitates many of the randomization benefits of simple random sampling , but is slightly easier to conduct.

You can use systematic sampling with a list of the entire population , like you would in simple random sampling. However, unlike with simple random sampling, you can also use this method when you’re unable to access a list of your population in advance.

Order of the population

When using systematic sampling with a population list, it’s essential to consider the order in which your population is listed to ensure that your sample is valid .

If your population is in ascending or descending order, using systematic sampling should still give you a fairly representative sample, as it will include participants from both the bottom and top ends of the population.

For example, if you are sampling from a list of individuals ordered by age, systematic sampling will result in a population drawn from the entire age spectrum. If you instead used simple random sampling, it is possible (although unlikely) that you would end up with only younger or older individuals.

You should not use systematic sampling if your population is ordered cyclically or periodically, as your resulting sample cannot be guaranteed to be representative.

Systematic sampling without a population list

You can use systematic sampling to imitate the randomization of simple random sampling when you don’t have access to a full list of the population in advance.

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research paper sampling methods

Like other methods of sampling, you must decide upon the population that you are studying.

In systematic sampling, you have two choices for data collection :

  • You can select your sample ahead of time from a list and then approach the selected subjects to collect data, or
  • You can approach every k th member of your target population to ask them to participate in your study.

Listing the population in advance

Ensure that your list contains the entire population and is not in a periodic or cyclic order. Ideally, it should be in a random or random-like (such as alphabetical) order, which will allow you to imitate the randomization benefits of simple random sampling .

Selecting your sample on the spot

If you cannot access a list in advance, but you are able to physically observe the population, you can also use systematic sampling to select subjects at the moment of data collection.

In this case, ensure that the timing and location of your sampling procedure covers the full population to avoid bias in the results.

Before you choose your interval, you must first decide on your sample size. It’s important to choose a representative number in order to avoid sampling bias . There are several different ways to choose a sample size, but one of the most common involves using a sample size calculator .

Once you have chosen your desired margin of error and confidence level , estimated total size of the population, and the standard deviation of the variables you are attempting to measure, this calculator will provide you with the sample size you should aim for.

When you know your target sample size, you can calculate your interval, k , by dividing your total estimated population size by your sample size. This can be a rough estimate rather than an exact calculation.

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If you already have a list of your population, randomly select a starting point on your list, and from there, select every k th member of the population to include in your sample.

If you don’t have a list, you choose every k th member of the population for your sample at the same time as collecting the data for your study.

As in simple random sampling , you should try to make sure every individual you have chosen for your sample actually participates in your study. If those who decide to participate do so for reasons connected with the variables that you are collecting, this could cause research bias to affect your study.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Student’s  t -distribution
  • Normal distribution
  • Null and Alternative Hypotheses
  • Chi square tests
  • Confidence interval
  • Quartiles & Quantiles
  • Cluster sampling
  • Stratified sampling
  • Data cleansing
  • Reproducibility vs Replicability
  • Peer review
  • Prospective cohort study

Research bias

  • Implicit bias
  • Cognitive bias
  • Placebo effect
  • Hawthorne effect
  • Hindsight bias
  • Affect heuristic
  • Social desirability bias

Probability sampling means that every member of the target population has a known chance of being included in the sample.

Probability sampling methods include simple random sampling , systematic sampling , stratified sampling , and cluster sampling .

Systematic sampling is a probability sampling method where researchers select members of the population at a regular interval – for example, by selecting every 15th person on a list of the population. If the population is in a random order, this can imitate the benefits of simple random sampling .

There are three key steps in systematic sampling :

  • Define and list your population , ensuring that it is not ordered in a cyclical or periodic order.
  • Decide on your sample size and calculate your interval, k , by dividing your population by your target sample size.
  • Choose every k th member of the population as your sample.

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Sampling Methods: A guide for researchers

Affiliation.

  • 1 Arizona School of Dentistry & Oral Health A.T. Still University, Mesa, AZ, USA [email protected].
  • PMID: 37553279

Sampling is a critical element of research design. Different methods can be used for sample selection to ensure that members of the study population reflect both the source and target populations, including probability and non-probability sampling. Power and sample size are used to determine the number of subjects needed to answer the research question. Characteristics of individuals included in the sample population should be clearly defined to determine eligibility for study participation and improve power. Sample selection methods differ based on study design. The purpose of this short report is to review common sampling considerations and related errors.

Keywords: research design; sample size; sampling.

Copyright © 2023 The American Dental Hygienists’ Association.

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Sampling Methods in Research Methodology; How to Choose a Sampling Technique for Research

10 Pages Posted: 31 Jul 2018

Hamed Taherdoost

Hamta Group

Date Written: April 10, 2016

In order to answer the research questions, it is doubtful that researcher should be able to collect data from all cases. Thus, there is a need to select a sample. This paper presents the steps to go through to conduct sampling. Furthermore, as there are different types of sampling techniques/methods, researcher needs to understand the differences to select the proper sampling method for the research. In the regards, this paper also presents the different types of sampling techniques and methods.

Keywords: Sampling Method, Sampling Technique, Research Methodology, Probability Sampling, Non-Probability Sampling

Suggested Citation: Suggested Citation

Hamed Taherdoost (Contact Author)

Hamta group ( email ).

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Sampling Methods In Reseach: Types, Techniques, & Examples

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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Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

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

On This Page:

Sampling methods in psychology refer to strategies used to select a subset of individuals (a sample) from a larger population, to study and draw inferences about the entire population. Common methods include random sampling, stratified sampling, cluster sampling, and convenience sampling. Proper sampling ensures representative, generalizable, and valid research results.
  • Sampling : the process of selecting a representative group from the population under study.
  • Target population : the total group of individuals from which the sample might be drawn.
  • Sample: a subset of individuals selected from a larger population for study or investigation. Those included in the sample are termed “participants.”
  • Generalizability : the ability to apply research findings from a sample to the broader target population, contingent on the sample being representative of that population.

For instance, if the advert for volunteers is published in the New York Times, this limits how much the study’s findings can be generalized to the whole population, because NYT readers may not represent the entire population in certain respects (e.g., politically, socio-economically).

The Purpose of Sampling

We are interested in learning about large groups of people with something in common in psychological research. We call the group interested in studying our “target population.”

In some types of research, the target population might be as broad as all humans. Still, in other types of research, the target population might be a smaller group, such as teenagers, preschool children, or people who misuse drugs.

Sample Target Population

Studying every person in a target population is more or less impossible. Hence, psychologists select a sample or sub-group of the population that is likely to be representative of the target population we are interested in.

This is important because we want to generalize from the sample to the target population. The more representative the sample, the more confident the researcher can be that the results can be generalized to the target population.

One of the problems that can occur when selecting a sample from a target population is sampling bias. Sampling bias refers to situations where the sample does not reflect the characteristics of the target population.

Many psychology studies have a biased sample because they have used an opportunity sample that comprises university students as their participants (e.g., Asch ).

OK, so you’ve thought up this brilliant psychological study and designed it perfectly. But who will you try it out on, and how will you select your participants?

There are various sampling methods. The one chosen will depend on a number of factors (such as time, money, etc.).

Probability and Non-Probability Samples

Random Sampling

Random sampling is a type of probability sampling where everyone in the entire target population has an equal chance of being selected.

This is similar to the national lottery. If the “population” is everyone who bought a lottery ticket, then everyone has an equal chance of winning the lottery (assuming they all have one ticket each).

Random samples require naming or numbering the target population and then using some raffle method to choose those to make up the sample. Random samples are the best method of selecting your sample from the population of interest.

  • The advantages are that your sample should represent the target population and eliminate sampling bias.
  • The disadvantage is that it is very difficult to achieve (i.e., time, effort, and money).

Stratified Sampling

During stratified sampling , the researcher identifies the different types of people that make up the target population and works out the proportions needed for the sample to be representative.

A list is made of each variable (e.g., IQ, gender, etc.) that might have an effect on the research. For example, if we are interested in the money spent on books by undergraduates, then the main subject studied may be an important variable.

For example, students studying English Literature may spend more money on books than engineering students, so if we use a large percentage of English students or engineering students, our results will not be accurate.

We have to determine the relative percentage of each group at a university, e.g., Engineering 10%, Social Sciences 15%, English 20%, Sciences 25%, Languages 10%, Law 5%, and Medicine 15%. The sample must then contain all these groups in the same proportion as the target population (university students).

  • The disadvantage of stratified sampling is that gathering such a sample would be extremely time-consuming and difficult to do. This method is rarely used in Psychology.
  • However, the advantage is that the sample should be highly representative of the target population, and therefore we can generalize from the results obtained.

Opportunity Sampling

Opportunity sampling is a method in which participants are chosen based on their ease of availability and proximity to the researcher, rather than using random or systematic criteria. It’s a type of convenience sampling .

An opportunity sample is obtained by asking members of the population of interest if they would participate in your research. An example would be selecting a sample of students from those coming out of the library.

  • This is a quick and easy way of choosing participants (advantage)
  • It may not provide a representative sample and could be biased (disadvantage).

Systematic Sampling

Systematic sampling is a method where every nth individual is selected from a list or sequence to form a sample, ensuring even and regular intervals between chosen subjects.

Participants are systematically selected (i.e., orderly/logical) from the target population, like every nth participant on a list of names.

To take a systematic sample, you list all the population members and then decide upon a sample you would like. By dividing the number of people in the population by the number of people you want in your sample, you get a number we will call n.

If you take every nth name, you will get a systematic sample of the correct size. If, for example, you wanted to sample 150 children from a school of 1,500, you would take every 10th name.

  • The advantage of this method is that it should provide a representative sample.

Sample size

The sample size is a critical factor in determining the reliability and validity of a study’s findings. While increasing the sample size can enhance the generalizability of results, it’s also essential to balance practical considerations, such as resource constraints and diminishing returns from ever-larger samples.

Reliability and Validity

Reliability refers to the consistency and reproducibility of research findings across different occasions, researchers, or instruments. A small sample size may lead to inconsistent results due to increased susceptibility to random error or the influence of outliers. In contrast, a larger sample minimizes these errors, promoting more reliable results.

Validity pertains to the accuracy and truthfulness of research findings. For a study to be valid, it should accurately measure what it intends to do. A small, unrepresentative sample can compromise external validity, meaning the results don’t generalize well to the larger population. A larger sample captures more variability, ensuring that specific subgroups or anomalies don’t overly influence results.

Practical Considerations

Resource Constraints : Larger samples demand more time, money, and resources. Data collection becomes more extensive, data analysis more complex, and logistics more challenging.

Diminishing Returns : While increasing the sample size generally leads to improved accuracy and precision, there’s a point where adding more participants yields only marginal benefits. For instance, going from 50 to 500 participants might significantly boost a study’s robustness, but jumping from 10,000 to 10,500 might not offer a comparable advantage, especially considering the added costs.

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Series: Practical guidance to qualitative research. Part 3: Sampling, data collection and analysis

Albine moser.

a Faculty of Health Care, Research Centre Autonomy and Participation of Chronically Ill People , Zuyd University of Applied Sciences , Heerlen, The Netherlands

b Faculty of Health, Medicine and Life Sciences, Department of Family Medicine , Maastricht University , Maastricht, The Netherlands

Irene Korstjens

c Faculty of Health Care, Research Centre for Midwifery Science , Zuyd University of Applied Sciences , Maastricht, The Netherlands

In the course of our supervisory work over the years, we have noticed that qualitative research tends to evoke a lot of questions and worries, so-called frequently asked questions (FAQs). This series of four articles intends to provide novice researchers with practical guidance for conducting high-quality qualitative research in primary care. By ‘novice’ we mean Master’s students and junior researchers, as well as experienced quantitative researchers who are engaging in qualitative research for the first time. This series addresses their questions and provides researchers, readers, reviewers and editors with references to criteria and tools for judging the quality of qualitative research papers. The second article focused on context, research questions and designs, and referred to publications for further reading. This third article addresses FAQs about sampling, data collection and analysis. The data collection plan needs to be broadly defined and open at first, and become flexible during data collection. Sampling strategies should be chosen in such a way that they yield rich information and are consistent with the methodological approach used. Data saturation determines sample size and will be different for each study. The most commonly used data collection methods are participant observation, face-to-face in-depth interviews and focus group discussions. Analyses in ethnographic, phenomenological, grounded theory, and content analysis studies yield different narrative findings: a detailed description of a culture, the essence of the lived experience, a theory, and a descriptive summary, respectively. The fourth and final article will focus on trustworthiness and publishing qualitative research.

Key points on sampling, data collection and analysis

  • The data collection plan needs to be broadly defined and open during data collection.
  • Sampling strategies should be chosen in such a way that they yield rich information and are consistent with the methodological approach used.
  • Data saturation determines sample size and is different for each study.
  • The most commonly used data collection methods are participant observation, face-to-face in-depth interviews and focus group discussions.
  • Analyses of ethnographic, phenomenological, grounded theory, and content analysis studies yield different narrative findings: a detailed description of a culture, the essence of the lived experience, a theory or a descriptive summary, respectively.

Introduction

This article is the third paper in a series of four articles aiming to provide practical guidance to qualitative research. In an introductory paper, we have described the objective, nature and outline of the Series [ 1 ]. Part 2 of the series focused on context, research questions and design of qualitative research [ 2 ]. In this paper, Part 3, we address frequently asked questions (FAQs) about sampling, data collection and analysis.

What is a sampling plan?

A sampling plan is a formal plan specifying a sampling method, a sample size, and procedure for recruiting participants ( Box 1 ) [ 3 ]. A qualitative sampling plan describes how many observations, interviews, focus-group discussions or cases are needed to ensure that the findings will contribute rich data. In quantitative studies, the sampling plan, including sample size, is determined in detail in beforehand but qualitative research projects start with a broadly defined sampling plan. This plan enables you to include a variety of settings and situations and a variety of participants, including negative cases or extreme cases to obtain rich data. The key features of a qualitative sampling plan are as follows. First, participants are always sampled deliberately. Second, sample size differs for each study and is small. Third, the sample will emerge during the study: based on further questions raised in the process of data collection and analysis, inclusion and exclusion criteria might be altered, or the sampling sites might be changed. Finally, the sample is determined by conceptual requirements and not primarily by representativeness. You, therefore, need to provide a description of and rationale for your choices in the sampling plan. The sampling plan is appropriate when the selected participants and settings are sufficient to provide the information needed for a full understanding of the phenomenon under study.

Sampling strategies in qualitative research. Based on Polit & Beck [ 3 ].

SamplingDefinition
Purposive samplingSelection of participants based on the researchers’ judgement about what potential participants will be most informative.
Criterion samplingSelection of participants who meet pre-determined criteria of importance.
Theoretical samplingSelection of participants based on the emerging findings to ensure adequate representation of theoretical concepts.
Convenience samplingSelection of participants who are easily available.
Snowball samplingSelection of participants through referrals by previously selected participants or persons who have access to potential participants.
Maximum variation samplingSelection of participants based on a wide range of variation in backgrounds.
Extreme case samplingPurposeful selection of the most unusual cases.
Typical case samplingSelection of the most typical or average participants.
Confirming and disconfirming samplingConfirming and disconfirming cases sampling supports checking or challenging emerging trends or patterns in the data.

Some practicalities: a critical first step is to select settings and situations where you have access to potential participants. Subsequently, the best strategy to apply is to recruit participants who can provide the richest information. Such participants have to be knowledgeable on the phenomenon and can articulate and reflect, and are motivated to communicate at length and in depth with you. Finally, you should review the sampling plan regularly and adapt when necessary.

What sampling strategies can I use?

Sampling is the process of selecting or searching for situations, context and/or participants who provide rich data of the phenomenon of interest [ 3 ]. In qualitative research, you sample deliberately, not at random. The most commonly used deliberate sampling strategies are purposive sampling, criterion sampling, theoretical sampling, convenience sampling and snowball sampling. Occasionally, the ‘maximum variation,’ ‘typical cases’ and ‘confirming and disconfirming’ sampling strategies are used. Key informants need to be carefully chosen. Key informants hold special and expert knowledge about the phenomenon to be studied and are willing to share information and insights with you as the researcher [ 3 ]. They also help to gain access to participants, especially when groups are studied. In addition, as researcher, you can validate your ideas and perceptions with those of the key informants.

What is the connection between sampling types and qualitative designs?

The ‘big three’ approaches of ethnography, phenomenology, and grounded theory use different types of sampling.

In ethnography, the main strategy is purposive sampling of a variety of key informants, who are most knowledgeable about a culture and are able and willing to act as representatives in revealing and interpreting the culture. For example, an ethnographic study on the cultural influences of communication in maternity care will recruit key informants from among a variety of parents-to-be, midwives and obstetricians in midwifery care practices and hospitals.

Phenomenology uses criterion sampling, in which participants meet predefined criteria. The most prominent criterion is the participant’s experience with the phenomenon under study. The researchers look for participants who have shared an experience, but vary in characteristics and in their individual experiences. For example, a phenomenological study on the lived experiences of pregnant women with psychosocial support from primary care midwives will recruit pregnant women varying in age, parity and educational level in primary midwifery practices.

Grounded theory usually starts with purposive sampling and later uses theoretical sampling to select participants who can best contribute to the developing theory. As theory construction takes place concurrently with data collection and analyses, the theoretical sampling of new participants also occurs along with the emerging theoretical concepts. For example, one grounded theory study tested several theoretical constructs to build a theory on autonomy in diabetes patients [ 4 ]. In developing the theory, the researchers started by purposefully sampling participants with diabetes differing in age, onset of diabetes and social roles, for example, employees, housewives, and retired people. After the first analysis, researchers continued with theoretically sampling, for example, participants who differed in the treatment they received, with different degrees of care dependency, and participants who receive care from a general practitioner (GP), at a hospital or from a specialist nurse, etc.

In addition to the ‘big three’ approaches, content analysis is frequently applied in primary care research, and very often uses purposive, convenience, or snowball sampling. For instance, a study on peoples’ choice of a hospital for elective orthopaedic surgery used snowball sampling [ 5 ]. One elderly person in the private network of one researcher personally approached potential respondents in her social network by means of personal invitations (including letters). In turn, respondents were asked to pass on the invitation to other eligible candidates.

Sampling is also dependent on the characteristics of the setting, e.g., access, time, vulnerability of participants, and different types of stakeholders. The setting, where sampling is carried out, is described in detail to provide thick description of the context, thereby, enabling the reader to make a transferability judgement (see Part 3: transferability). Sampling also affects the data analysis, where you continue decision-making about whom or what situations to sample next. This is based on what you consider as still missing to get the necessary information for rich findings (see Part 1: emergent design). Another point of attention is the sampling of ‘invisible groups’ or vulnerable people. Sampling of these participants would require applying multiple sampling strategies, and more time calculated in the project planning stage for sampling and recruitment [ 6 ].

How do sample size and data saturation interact?

A guiding principle in qualitative research is to sample only until data saturation has been achieved. Data saturation means the collection of qualitative data to the point where a sense of closure is attained because new data yield redundant information [ 3 ].

Data saturation is reached when no new analytical information arises anymore, and the study provides maximum information on the phenomenon. In quantitative research, by contrast, the sample size is determined by a power calculation. The usually small sample size in qualitative research depends on the information richness of the data, the variety of participants (or other units), the broadness of the research question and the phenomenon, the data collection method (e.g., individual or group interviews) and the type of sampling strategy. Mostly, you and your research team will jointly decide when data saturation has been reached, and hence whether the sampling can be ended and the sample size is sufficient. The most important criterion is the availability of enough in-depth data showing the patterns, categories and variety of the phenomenon under study. You review the analysis, findings, and the quality of the participant quotes you have collected, and then decide whether sampling might be ended because of data saturation. In many cases, you will choose to carry out two or three more observations or interviews or an additional focus group discussion to confirm that data saturation has been reached.

When designing a qualitative sampling plan, we (the authors) work with estimates. We estimate that ethnographic research should require 25–50 interviews and observations, including about four-to-six focus group discussions, while phenomenological studies require fewer than 10 interviews, grounded theory studies 20–30 interviews and content analysis 15–20 interviews or three-to-four focus group discussions. However, these numbers are very tentative and should be very carefully considered before using them. Furthermore, qualitative designs do not always mean small sample numbers. Bigger sample sizes might occur, for example, in content analysis, employing rapid qualitative approaches, and in large or longitudinal qualitative studies.

Data collection

What methods of data collection are appropriate.

The most frequently used data collection methods are participant observation, interviews, and focus group discussions. Participant observation is a method of data collection through the participation in and observation of a group or individuals over an extended period of time [ 3 ]. Interviews are another data collection method in which an interviewer asks the respondents questions [ 6 ], face-to-face, by telephone or online. The qualitative research interview seeks to describe the meanings of central themes in the life world of the participants. The main task in interviewing is to understand the meaning of what participants say [ 5 ]. Focus group discussions are a data collection method with a small group of people to discuss a given topic, usually guided by a moderator using a questioning-route [ 8 ]. It is common in qualitative research to combine more than one data collection method in one study. You should always choose your data collection method wisely. Data collection in qualitative research is unstructured and flexible. You often make decisions on data collection while engaging in fieldwork, the guiding questions being with whom, what, when, where and how. The most basic or ‘light’ version of qualitative data collection is that of open questions in surveys. Box 2 provides an overview of the ‘big three’ qualitative approaches and their most commonly used data collection methods.

Qualitative data collection methods.

 DefinitionAimEthno-graphyPheno-menologyGrounded theoryContent analysis
Participants of observationsParticipation in and observation of people or groups.To obtain a close and intimate familiarity with a given group of individuals and their practices through intensive involvement with people in their environment, usually over an extended period.Suitable Very rareSometimes
Face-to-face in-depths InterviewsA conversation where the researcher poses questions and the participants provide answers face-to-face, by telephone or via mail.To elicit the participant’s experiences, perceptions, thoughts and feelings.SuitableSuitableSuitableSuitable
Focus group discussionInterview with a group of participants to answer questions on a specific topic face-to-face or via mail; people who participate interact with each other.To examine different experiences, perceptions, thoughts and feelings among various participants or parties.Suitable SometimesSuitable

What role should I adopt when conducting participant observations?

What is important is to immerse yourself in the research setting, to enable you to study it from the inside. There are four types of researcher involvement in observations, and in your qualitative study, you may apply all four. In the first type, as ‘complete participant’, you become part of the setting and play an insider role, just as you do in your own work setting. This role might be appropriate when studying persons who are difficult to access. The second type is ‘active participation’. You have gained access to a particular setting and observed the group under study. You can move around at will and can observe in detail and depth and in different situations. The third role is ‘moderate participation’. You do not actually work in the setting you wish to study but are located there as a researcher. You might adopt this role when you are not affiliated to the care setting you wish to study. The fourth role is that of the ‘complete observer’, in which you merely observe (bystander role) and do not participate in the setting at all. However, you cannot perform any observations without access to the care setting. Such access might be easily obtained when you collect data by observations in your own primary care setting. In some cases, you might observe other care settings, which are relevant to primary care, for instance observing the discharge procedure for vulnerable elderly people from hospital to primary care.

How do I perform observations?

It is important to decide what to focus on in each individual observation. The focus of observations is important because you can never observe everything, and you can only observe each situation once. Your focus might differ between observations. Each observation should provide you with answers regarding ‘Who do you observe?’, ‘What do you observe’, ‘Where does the observation take place?’, ‘When does it take place?’, ‘How does it happen?’, and ‘Why does it happen as it happens?’ Observations are not static but proceed in three stages: descriptive, focused, and selective. Descriptive means that you observe, on the basis of general questions, everything that goes on in the setting. Focused observation means that you observe certain situations for some time, with some areas becoming more prominent. Selective means that you observe highly specific issues only. For example, if you want to observe the discharge procedure for vulnerable elderly people from hospitals to general practice, you might begin with broad observations to get to know the general procedure. This might involve observing several different patient situations. You might find that the involvement of primary care nurses deserves special attention, so you might then focus on the roles of hospital staff and primary care nurses, and their interactions. Finally, you might want to observe only the specific situations where hospital staff and primary care nurses exchange information. You take field notes from all these observations and add your own reflections on the situations you observed. You jot down words, whole sentences or parts of situations, and your reflections on a piece of paper. After the observations, the field notes need to be worked out and transcribed immediately to be able to include detailed descriptions.

Further reading on interviews and focus group discussion.

Qualitative data analysis.

What are the general features of an interview?

Interviews involve interactions between the interviewer(s) and the respondent(s) based on interview questions. Individual, or face-to-face, interviews should be distinguished from focus group discussions. The interview questions are written down in an interview guide [ 7 ] for individual interviews or a questioning route [ 8 ] for focus group discussions, with questions focusing on the phenomenon under study. The sequence of the questions is pre-determined. In individual interviews, the sequence depends on the respondents and how the interviews unfold. During the interview, as the conversation evolves, you go back and forth through the sequence of questions. It should be a dialogue, not a strict question–answer interview. In a focus group discussion, the sequence is intended to facilitate the interaction between the participants, and you might adapt the sequence depending on how their discussion evolves. Working with an interview guide or questioning route enables you to collect information on specific topics from all participants. You are in control in the sense that you give direction to the interview, while the participants are in control of their answers. However, you need to be open-minded to recognize that some relevant topics for participants may not have been covered in your interview guide or questioning route, and need to be added. During the data collection process, you develop the interview guide or questioning route further and revise it based on the analysis.

The interview guide and questioning route might include open and general as well as subordinate or detailed questions, probes and prompts. Probes are exploratory questions, for example, ‘Can you tell me more about this?’ or ‘Then what happened?’ Prompts are words and signs to encourage participants to tell more. Examples of stimulating prompts are eye contact, leaning forward and open body language.

Further reading on qualitative analysis.

What is a face-to-face interview?

A face-to-face interview is an individual interview, that is, a conversation between participant and interviewer. Interviews can focus on past or present situations, and on personal issues. Most qualitative studies start with open interviews to get a broad ‘picture’ of what is going on. You should not provide a great deal of guidance and avoid influencing the answers to fit ‘your’ point of view, as you want to obtain the participant’s own experiences, perceptions, thoughts, and feelings. You should encourage the participants to speak freely. As the interview evolves, your subsequent major and subordinate questions become more focused. A face-to-face or individual interview might last between 30 and 90 min.

Most interviews are semi-structured [ 3 ]. To prepare an interview guide to enhance that a set of topics will be covered by every participant, you might use a framework for constructing a semi-structured interview guide [ 10 ]: (1) identify the prerequisites to use a semi-structured interview and evaluate if a semi-structured interview is the appropriate data collection method; (2) retrieve and utilize previous knowledge to gain a comprehensive and adequate understanding of the phenomenon under study; (3) formulate a preliminary interview guide by operationalizing the previous knowledge; (4) pilot-test the preliminary interview guide to confirm the coverage and relevance of the content and to identify the need for reformulation of questions; (5) complete the interview guide to collect rich data with a clear and logical guide.

The first few minutes of an interview are decisive. The participant wants to feel at ease before sharing his or her experiences. In a semi-structured interview, you would start with open questions related to the topic, which invite the participant to talk freely. The questions aim to encourage participants to tell their personal experiences, including feelings and emotions and often focus on a particular experience or specific events. As you want to get as much detail as possible, you also ask follow-up questions or encourage telling more details by using probes and prompts or keeping a short period of silence [ 6 ]. You first ask what and why questions and then how questions.

You need to be prepared for handling problems you might encounter, such as gaining access, dealing with multiple formal and informal gatekeepers, negotiating space and privacy for recording data, socially desirable answers from participants, reluctance of participants to tell their story, deciding on the appropriate role (emotional involvement), and exiting from fieldwork prematurely.

What is a focus group discussion and when can I use it?

A focus group discussion is a way to gather together people to discuss a specific topic of interest. The people participating in the focus group discussion share certain characteristics, e.g., professional background, or share similar experiences, e.g., having diabetes. You use their interaction to collect the information you need on a particular topic. To what depth of information the discussion goes depends on the extent to which focus group participants can stimulate each other in discussing and sharing their views and experiences. Focus group participants respond to you and to each other. Focus group discussions are often used to explore patients’ experiences of their condition and interactions with health professionals, to evaluate programmes and treatment, to gain an understanding of health professionals’ roles and identities, to examine the perception of professional education, or to obtain perspectives on primary care issues. A focus group discussion usually lasts 90–120 mins.

You might use guidelines for developing a questioning route [ 9 ]: (1) brainstorm about possible topics you want to cover; (2) sequence the questioning: arrange general questions first, and then, more specific questions, and ask positive questions before negative questions; (3) phrase the questions: use open-ended questions, ask participants to think back and reflect on their personal experiences, avoid asking ‘why’ questions, keep questions simple and make your questions sound conversational, be careful about giving examples; (4) estimate the time for each question and consider: the complexity of the question, the category of the question, level of participant’s expertise, the size of the focus group discussion, and the amount of discussion you want related to the question; (5) obtain feedback from others (peers); (6) revise the questions based on the feedback; and (7) test the questions by doing a mock focus group discussion. All questions need to provide an answer to the phenomenon under study.

You need to be prepared to manage difficulties as they arise, for example, dominant participants during the discussion, little or no interaction and discussion between participants, participants who have difficulties sharing their real feelings about sensitive topics with others, and participants who behave differently when they are observed.

How should I compose a focus group and how many participants are needed?

The purpose of the focus group discussion determines the composition. Smaller groups might be more suitable for complex (and sometimes controversial) topics. Also, smaller focus groups give the participants more time to voice their views and provide more detailed information, while participants in larger focus groups might generate greater variety of information. In composing a smaller or larger focus group, you need to ensure that the participants are likely to have different viewpoints that stimulate the discussion. For example, if you want to discuss the management of obesity in a primary care district, you might want to have a group composed of professionals who work with these patients but also have a variety of backgrounds, e.g. GPs, community nurses, practice nurses in general practice, school nurses, midwives or dieticians.

Focus groups generally consist of 6–12 participants. Careful time management is important, since you have to determine how much time you want to devote to answering each question, and how much time is available for each individual participant. For example, if you have planned a focus group discussion lasting 90 min. with eight participants, you might need 15 min. for the introduction and the concluding summary. This means you have 75 min. for asking questions, and if you have four questions, this allows a total of 18 min. of speaking time for each question. If all eight respondents participate in the discussion, this boils down to about two minutes of speaking time per respondent per question.

How can I use new media to collect qualitative data?

New media are increasingly used for collecting qualitative data, for example, through online observations, online interviews and focus group discussions, and in analysis of online sources. Data can be collected synchronously or asynchronously, with text messaging, video conferences, video calls or immersive virtual worlds or games, etcetera. Qualitative research moves from ‘virtual’ to ‘digital’. Virtual means those approaches that import traditional data collection methods into the online environment and digital means those approaches take advantage of the unique characteristics and capabilities of the Internet for research [ 10 ]. New media can also be applied. See Box 3 for further reading on interview and focus group discussion.

Face-to-face interviews
Online interviews
Focus group discussion

Can I wait with my analysis until all data have been collected?

You cannot wait with the analysis, because an iterative approach and emerging design are at the heart of qualitative research. This involves a process whereby you move back and forth between sampling, data collection and data analysis to accumulate rich data and interesting findings. The principle is that what emerges from data analysis will shape subsequent sampling decisions. Immediately after the very first observation, interview or focus group discussion, you have to start the analysis and prepare your field notes.

Why is a good transcript so important?

First, transcripts of audiotaped interviews and focus group discussions and your field notes constitute your major data sources. Trained and well-instructed transcribers preferably make transcripts. Usually, e.g., in ethnography, phenomenology, grounded theory, and content analysis, data are transcribed verbatim, which means that recordings are fully typed out, and the transcripts are accurate and reflect the interview or focus group discussion experience. Most important aspects of transcribing are the focus on the participants’ words, transcribing all parts of the audiotape, and carefully revisiting the tape and rereading the transcript. In conversation analysis non-verbal actions such as coughing, the lengths of pausing and emphasizing, tone of voice need to be described in detail using a formal transcription system (best known are G. Jefferson’s symbols).

To facilitate analysis, it is essential that you ensure and check that transcripts are accurate and reflect the totality of the interview, including pauses, punctuation and non-verbal data. To be able to make sense of qualitative data, you need to immerse yourself in the data and ‘live’ the data. In this process of incubation, you search the transcripts for meaning and essential patterns, and you try to collect legitimate and insightful findings. You familiarize yourself with the data by reading and rereading transcripts carefully and conscientiously, in search for deeper understanding.

Are there differences between the analyses in ethnography, phenomenology, grounded theory, and content analysis?

Ethnography, phenomenology, and grounded theory each have different analytical approaches, and you should be aware that each of these approaches has different schools of thought, which may also have integrated the analytical methods from other schools ( Box 4 ). When you opt for a particular approach, it is best to use a handbook describing its analytical methods, as it is better to use one approach consistently than to ‘mix up’ different schools.

 EthnographyPhenomenologyGrounded theoryContent analysis
Transcripts mainly fromObservations, face-to-face and focus group discussions, field notes.Face-to-face in- depth Interviews.Face-to-face in- depth interviews; rarely observations and sometimes focus group discussions.Face-to-face and online in-depth interviews and focus group discussions; sometimes observations.
Reading, notes and memosReading through transcripts, classifying into overarching themes, adding marginal notes, assigning preliminary codes.Reading through transcripts, adding marginal notes, defining first codes.Reading through transcripts, writing memos, assigning preliminary codes.Reading through transcripts, adding marginal notes, assigning preliminary codes.
DescribingSocial setting, actors, events.Personal experience.Open codes.Initial codes.
OrderingThemes, patterns and regularities.Major and subordinate statements.
Units of meaning.
Axial coding.
Selective coding.
Descriptive categories and subcategories.
InterpretingHow the culture works.Development of the essence.Storyline about social process.Main categories, sometimes exploratory.
FindingsNarrative offering detailed description of a culture.Narrative showing the essence of the lived experience.Description of a theory, often using a visual model.Narrative summary of main findings.

In general, qualitative analysis begins with organizing data. Large amounts of data need to be stored in smaller and manageable units, which can be retrieved and reviewed easily. To obtain a sense of the whole, analysis starts with reading and rereading the data, looking at themes, emotions and the unexpected, taking into account the overall picture. You immerse yourself in the data. The most widely used procedure is to develop an inductive coding scheme based on actual data [ 11 ]. This is a process of open coding, creating categories and abstraction. In most cases, you do not start with a predefined coding scheme. You describe what is going on in the data. You ask yourself, what is this? What does it stand for? What else is like this? What is this distinct from? Based on this close examination of what emerges from the data you make as many labels as needed. Then, you make a coding sheet, in which you collect the labels and, based on your interpretation, cluster them in preliminary categories. The next step is to order similar or dissimilar categories into broader higher order categories. Each category is named using content-characteristic words. Then, you use abstraction by formulating a general description of the phenomenon under study: subcategories with similar events and information are grouped together as categories and categories are grouped as main categories. During the analysis process, you identify ‘missing analytical information’ and you continue data collection. You reread, recode, re-analyse and re-collect data until your findings provide breadth and depth.

Throughout the qualitative study, you reflect on what you see or do not see in the data. It is common to write ‘analytic memos’ [ 3 ], write-ups or mini-analyses about what you think you are learning during the course of your study, from designing to publishing. They can be a few sentences or pages, whatever is needed to reflect upon: open codes, categories, concepts, and patterns that might be emerging in the data. Memos can contain summaries of major findings and comments and reflections on particular aspects.

In ethnography, analysis begins from the moment that the researcher sets foot in the field. The analysis involves continually looking for patterns in the behaviours and thoughts of the participants in everyday life, in order to obtain an understanding of the culture under study. When comparing one pattern with another and analysing many patterns simultaneously, you may use maps, flow charts, organizational charts and matrices to illustrate the comparisons graphically. The outcome of an ethnographic study is a narrative description of a culture.

In phenomenology, analysis aims to describe and interpret the meaning of an experience, often by identifying essential subordinate and major themes. You search for common themes featuring within an interview and across interviews, sometimes involving the study participants or other experts in the analysis process. The outcome of a phenomenological study is a detailed description of themes that capture the essential meaning of a ‘lived’ experience.

Grounded theory generates a theory that explains how a basic social problem that emerged from the data is processed in a social setting. Grounded theory uses the ‘constant comparison’ method, which involves comparing elements that are present in one data source (e.g., an interview) with elements in another source, to identify commonalities. The steps in the analysis are known as open, axial and selective coding. Throughout the analysis, you document your ideas about the data in methodological and theoretical memos. The outcome of a grounded theory study is a theory.

Descriptive generic qualitative research is defined as research designed to produce a low inference description of a phenomenon [ 12 ]. Although Sandelowski maintains that all research involves interpretation, she has also suggested that qualitative description attempts to minimize inferences made in order to remain ‘closer’ to the original data [ 12 ]. Descriptive generic qualitative research often applies content analysis. Descriptive content analysis studies are not based on a specific qualitative tradition and are varied in their methods of analysis. The analysis of the content aims to identify themes, and patterns within and among these themes. An inductive content analysis [ 11 ] involves breaking down the data into smaller units, coding and naming the units according to the content they present, and grouping the coded material based on shared concepts. They can be represented by clustering in treelike diagrams. A deductive content analysis [ 11 ] uses a theory, theoretical framework or conceptual model to analyse the data by operationalizing them in a coding matrix. An inductive content analysis might use several techniques from grounded theory, such as open and axial coding and constant comparison. However, note that your findings are merely a summary of categories, not a grounded theory.

Analysis software can support you to manage your data, for example by helping to store, annotate and retrieve texts, to locate words, phrases and segments of data, to name and label, to sort and organize, to identify data units, to prepare diagrams and to extract quotes. Still, as a researcher you would do the analytical work by looking at what is in the data, and making decisions about assigning codes, and identifying categories, concepts and patterns. The computer assisted qualitative data analysis (CAQDAS) website provides support to make informed choices between analytical software and courses: http://www.surrey.ac.uk/sociology/research/researchcentres/caqdas/support/choosing . See Box 5 for further reading on qualitative analysis.

Ethnography • Atkinson P, Coffey A, Delamount S, Lofland J, Lofmand L. Handbook of ethnography. Sage:   Thousand Oaks (CA); 2001.
 • Spradley J. The ethnographic interview. Holt Rinehart & Winston: New York (NY); 1979.
 • Spradley J. Participant observation. Holt Rinehart & Winston: New York (NY); 1980.
Phenomenology • Colaizzi PF. Psychological research as the phenomenologist views it. In: Valle R, King M, editors.   Essential phenomenological alternative for psychology. New York (NY): Oxford University   Press; 1978. p. 41-78.
 • Smith J.A, Flowers P, Larkin M. Interpretative phenomenological analysis. Theory, method and   research. Sage: London; 2010.
Grounded theory • Charmaz K. Constructing grounded theory. 2nd ed. Sage: Thousand Oaks (CA); 2014.
 • Corbin J, Strauss A. Basics of qualitative research. Techniques and procedures for developing   grounded theory. Sage: Los Angeles (CA); 2008.
Content analysis • Elo S, Kääriäinen M, Kanste O, Pölkki T, Utriainen K, Kyngäs H. Qualitative Content Analysis: a   focus on trustworthiness. Sage Open 2014: 1–10. DOI: 10.1177/2158244014522633.
 • Elo S. Kyngäs A. The qualitative content analysis process. J Adv Nurs. 2008; 62: 107–115.
 • Hsieh HF. Shannon SE. Three approaches to qualitative content analysis. Qual Health Res. 2005;   15: 1277–1288.

The next and final article in this series, Part 4, will focus on trustworthiness and publishing qualitative research [ 13 ].

Acknowledgements

The authors thank the following junior researchers who have been participating for the last few years in the so-called ‘Think tank on qualitative research’ project, a collaborative project between Zuyd University of Applied Sciences and Maastricht University, for their pertinent questions: Erica Baarends, Jerome van Dongen, Jolanda Friesen-Storms, Steffy Lenzen, Ankie Hoefnagels, Barbara Piskur, Claudia van Putten-Gamel, Wilma Savelberg, Steffy Stans, and Anita Stevens. The authors are grateful to Isabel van Helmond, Joyce Molenaar and Darcy Ummels for proofreading our manuscripts and providing valuable feedback from the ‘novice perspective’.

Disclosure statement

The authors report no conflicts of interest. The authors alone are responsible for the content and writing of the paper.

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Sampling Methods – A Guide with Examples

Published by Alvin Nicolas at August 16th, 2021 , Revised On August 25, 2023

If you are performing research on a large community, organisation, or country, then it may not be possible to collect data individually from each participant. To deal with this issue, you can use a group of a specific number of participants, and this group is referred to as a sample .

The method you apply for selecting your participants is known as the  sampling method . It helps in concluding the entire population based on the  outcomes of the research .

Example: If you want to research China’s entire population, it isn’t easy to gather information from 1.38 billion people. You can use a sampling method by conducting your research on a specific number of participants and drawing a conclusion about the entire population based on your study’s outcomes.

Uses of Sampling Method

The sampling method is used to:

  • Gather data from a large group of population.
  • Counter check on data collection.
  • Speed up tabulation and publication of results.
  • Increase the efficiency of the research.
  • Conduct experimental research
  • Obtain data for researches on population census.

What is the Difference between Population and Sample? 

Before starting with the sampling methods, it is important to understand the difference between sample and population.

It is a group selected from the target population when you aim to study a large population. This group is considered as the representative of the overall targeted population.

Example: Sample of 20 female cricketers.

If you add the set of individuals with specific characteristics according to the research requirements, the resulting group is called the population. 

Example: The income of government teachers in India

Sampling method

Sampling Frame Vs. Sampling Size

Sampling frame.

A list of all the elements from a population is known as the sampling frame.

For instance, you are selecting a telephone directory of students or a list of social media users.

This information can be gathered by contacting any commercial organisation. Sometimes some errors are also possible in the sampling frame due to its discrepancy in selecting samples.

Sampling Size

It is considered a subset of the population as it is selected to make the inference to the original population of a study. The chances of accuracy are depended on the size of the population. The larger the size, the more accurate the study is.

When it comes to census, the sample size is the same or parallel with the population size. But to maintain the budget and to consider the time frame, only a representative class is selected.

Methods of Sampling

There are usually two methods of sampling which are used widely. These are considered the best methods:

  • Probability Method
  • Non-Probability Method

Probability Method 

This method of sampling is conducted by using the method of randomisation. In this method, each individual has an equal and independent opportunity to be selected.  It has further sub-categories.

  • Simple Random Methods
  • Stratified Methods
  • Systematic Method
  • Cluster Method
  • Multi-Stage

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What data collection best suits your research?

Simple Random Method

The participants are selected randomly and assigned to the experimental group. It is known as probability sampling. If the selection is not random, it’s considered non-probability sampling. 

Example: You want to identify how much time people spend on social media. You need to randomly select the participants and assign a specific number of hours to spend on social media.

Example: You want to find out the benefits of a balanced diet. You need to select the participants randomly and assign a balanced diet.

Systematic Sampling Method

In this type of sampling, method participants are selected according to the fixed period interval and starting point. The fixed period interval can be calculated by dividing the sample size by the respective population size. 

Example: Framingham study , which includes selecting every second person from a list of two residents.

Stratified Method

Stratified sampling is a random selection of the participants by dividing them into strata and randomly selecting the participants from each level.

Example: You want to identify how much time people spend on social media. You need to divide the participants into groups based on their age and then assign a specific number of hours to spend on social media.

Example: You want to find out the benefits of a balanced diet. You need to divide participants into various groups based on their age, gender, and health conditions and assigned them to each group’s treatment group.

Matching Method

Even though if participants are selected randomly, they can be assigned to the various groups of comparison. Another procedure for selecting the participants is ‘matching.’ The participants are selected from the controlled group to match the experimental groups’ participants in all aspects based on the dependent variables.

Cluster Sampling

It is a kind of sampling where the population is converted into sub-groups called clusters. These sub-groups or clusters are then selected randomly as a sample. The selected group should have all the characteristics of other groups. 

Example: You want to check high school students’ communication skills, and there are more than 50 schools in the city. You can’t visit each school to gather information. In such situations, you can select any five schools, and these schools will be your clusters.

Non-probability Sampling

Non-probability sampling techniques are often appropriate for exploratory and  qualitative research . This type of sample is not to test a  hypothesis  about a broad population but to develop an initial understanding of a small or under-researched population.

This type of sampling is different from probability, as its criteria are unique. The samples are not selected randomly; rather, these samples are selected according to the researcher’s ability. This might result in a biased result, and participants may find it difficult to be a part of the sample. Still, this is a prevalent method. It has the following types:

  • Purposive type sampling
  • Referral sampling

Convenience Sampling

Quota sampling.

Reading material: ResearchProspect has also published a very detailed guide about inductive and deductive reasoning for students.

Purposive Sampling

This type of sampling is based on the aims of the research. Therefore, only such elements of the population will be selected, which are according to the research’s purpose.

Example: You want to find out the opinion of people about jobs and businesses. You can select a few participants interested in doing 9-5 jobs and a few interested in doing business.

Referral Sampling

This type of sampling is used where the population is not defined or rare. In this technique, one participant is selected according to defined criteria. After that, the same selected participant is asked to refer to other samples fulfilling the study’s criteria. In this way, it goes enlarging its size with the help of the referral. 

Example: You can use it while conducting a study on the victims of physical harassment at workplaces. No matter how smoothly you approach them, not all women respond openly to your questions as they feel uncomfortable, or they get afraid of being humiliated. You can select the people from these victims’ circles (ex: their colleagues, friends, relatives) to get in touch with them and gather the required information for your research.

This type of sampling is applied according to availability. If the samples are not available easily, and the research is getting costly, this technique is applied to select the samples as per convenience. 

Example: You want to research the election campaigns. In this situation, you need to gather information from the available candidates (political leaders, media persons, voters) whenever and wherever you get any chance to meet them; otherwise, you will need to wait for the next election campaign.

This type of sampling is done when some standards are already adjusted. In this sampling, the representatives are selected from the population. This selected sample should resemble all the characteristics traits of the population. The size of the sample should reflect the. The participants are selected until sufficient information is gathered. 

Example: You want to identify and compare the high school’s academic performance, and you are allowed to select only 100 participants as per the standards of your study. You can select 25 students of the ninth standard, 25 students of the tenth standard, 25 students of the eleventh standard, and 25 students of the twelfth standard.

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Advantages of Sampling Method

Sampling has many advantages, such as:

  • It saves a lot of time, as contacting the entire population would be difficult and time-consuming.
  • It’s cost-effective.
  • It has greater scope and adaptability.
  • It provides accurate results.
  • It can be managed easily.

Disadvantages of Sampling Method

  • It may cause a feeling of discrimination among the participants who are not selected for the study.
  • The researcher needs to be skilled, experienced, and qualified to ensure efficient sampling.
  • It requires a lot of time, and results may not be reliable.

Frequently Asked Questions

What is sampling and its types.

Sampling is the process of selecting a subset of individuals or items from a larger population to gather data. Types include:

  • Random Sampling: Each member has an equal chance.
  • Stratified Sampling: Divides population into groups for proportional representation.
  • Systematic Sampling: Every nth member is chosen.
  • Cluster Sampling: Population is divided into clusters; random clusters are selected.
  • Convenience Sampling: Convenient individuals are chosen.
  • Snowball Sampling: Existing subjects refer new ones.

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Quantitative research is associated with measurable numerical data. Qualitative research is where a researcher collects evidence to seek answers to a question.

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Evidential uncertainty sampling strategies for active learning

  • Published: 27 June 2024

Cite this article

research paper sampling methods

  • Arthur Hoarau 1 ,
  • Vincent Lemaire 2 ,
  • Yolande Le Gall 1 ,
  • Jean-Christophe Dubois 1 &
  • Arnaud Martin 1  

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Recent studies in active learning, particularly in uncertainty sampling, have focused on the decomposition of model uncertainty into reducible and irreducible uncertainties. In this paper, the aim is to simplify the computational process while eliminating the dependence on observations. Crucially, the inherent uncertainty in the labels is considered, i.e. the uncertainty of the oracles. Two strategies are proposed, sampling by Klir uncertainty, which tackles the exploration–exploitation dilemma, and sampling by evidential epistemic uncertainty, which extends the concept of reducible uncertainty within the evidential framework, both using the theory of belief functions. Experimental results in active learning demonstrate that our proposed method can outperform uncertainty sampling.

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Epistemic Uncertainty Sampling

research paper sampling methods

How to measure uncertainty in uncertainty sampling for active learning

research paper sampling methods

On Several New Dempster-Shafer-Inspired Uncertainty Measures Applicable for Active Learning

Data availability.

All data used is this study are available publicly online. The datasets were extracted directly in the repositories available with the links in the folloing section.

Code availability

The code for theoretical experiments is available at this link: https://anonymous.4open.science/r/evidential-uncertainty-sampling-D453 . Link to the code for the experimental part in active learning: https://anonymous.4open.science/r/evidential-active-learning-B266 .

For details on experiments conducted in theoretical sections, visit: https://anonymous.4open.science/r/evidential-uncertainty-sampling-D453 .

From now on, the model used is K -NN ( K -Nearest Neighbors), with a probabilistic output and on the distance-weighted version available with scikit-learn (Pedregosa et al., 2011 ), every other parameters are scikit-learn default parameters. The uncertainty used is the least confidence measure given in Eq. ( 5 ).

In the example, the word “tails” is written in Finnish, the word “heads” is called Kruuna .

The notion of plausibility within the theory of belief functions used in the proposed methods differs from the one presented here and will be discussed in greater detail in Sect.  4 .

The uncertainty no longer depends on observations, but the model does.

From now, the Evidential K -nearest Neighbors model of (Deœux, 1995 ) is considered.

This representation also applies to labeling performed by a machine.

Experiments where conducted according to the following code: https://anonymous.4open.science/r/evidential-active-learning-B266 .

An entropy of 1 means that the classes are perfectly equidistributed and an entropy of 0 would indicate the total over-representation of one of the classes.

Although it can also be to maximize performance given a cost.

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This work is funded by the Brittany region and the Côtes-d’Armor department. The authors also received funding from IRISA, the University of Rennes, DRUID and Orange SA.

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Arthur Hoarau, Vincent Lemaire, Jean-Christophe Dubois, Yolande Le Gall and Arnaud Martin contributed to the manuscript equally.

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Arthur Hoarau, Jean-Christophe Dubois, Yolande Le Gall and Arnaud Martin received research support from the University of Rennes, the IRISA laboratory and the DRUID team. Vincent Lemaire received research support from Orange SA.

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Hoarau, A., Lemaire, V., Le Gall, Y. et al. Evidential uncertainty sampling strategies for active learning. Mach Learn (2024). https://doi.org/10.1007/s10994-024-06567-2

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This innovative method utilizes static graphs to represent communication topologies among agents, quantified by a sparsity ratio. In experiments, the focus is on configurations with six agents, examining various degrees of sparsity. The agents, instantiated with models like GPT-3.5 and Mistral 7B, engage in multiple rounds of debate, incorporating responses from their connected peers to refine their answers. For reasoning tasks, datasets such as MATH and GSM8K are used, while alignment labeling tasks employ the Anthropic-HH dataset. The experimental setup includes performance metrics like accuracy and cost savings, and variance reduction techniques are applied to ensure robust results.

The approach using sparse communication topology in MAD achieved notable improvements in both performance and computational efficiency. On the MATH dataset, a neighbor-connected topology improved accuracy by 2% over fully connected MAD while reducing the average input token cost by over 40%. For alignment labeling tasks using the Anthropic-HH dataset, sparse MAD configurations showed improvements in helpfulness and harmlessness metrics by 0.5% and 1.0%, respectively, while halving the computational costs. These results demonstrate that sparse communication topologies can deliver comparable or superior performance to fully connected topologies with significantly reduced computational overhead.

research paper sampling methods

In conclusion, this research presents a significant advancement in the field of AI by introducing sparse communication topology in multi-agent debates. This approach effectively addresses the computational inefficiencies of existing methods, offering a scalable and resource-efficient solution. The experimental results highlight the potential impact of this innovation on AI research, showcasing its ability to enhance performance while reducing costs, thereby advancing the practical applicability of multi-agent systems.

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Aswin AK is a consulting intern at MarkTechPost. He is pursuing his Dual Degree at the Indian Institute of Technology, Kharagpur. He is passionate about data science and machine learning, bringing a strong academic background and hands-on experience in solving real-life cross-domain challenges.

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    Sampling methods refer to the techniques used to select a subset of individuals or units from a larger population for the purpose of conducting statistical analysis or research. Sampling is an essential part of the Research because it allows researchers to draw conclusions about a population without having to collect data from every member of ...

  5. Sampling Methods

    Abstract. Knowledge of sampling methods is essential to design quality research. Critical questions are provided to help researchers choose a sampling method. This article reviews probability and non-probability sampling methods, lists and defines specific sampling techniques, and provides pros and cons for consideration.

  6. Sampling Methods in Research Methodology; How to Choose a Sampling

    A purposive sampling method was used to select participants who could provide in-depth information about their experiences (Setia, 2017). It is described as the careful selection of a participant ...

  7. Sampling Methods & Strategies 101 (With Examples)

    Simple random sampling. Simple random sampling involves selecting participants in a completely random fashion, where each participant has an equal chance of being selected.Basically, this sampling method is the equivalent of pulling names out of a hat, except that you can do it digitally.For example, if you had a list of 500 people, you could use a random number generator to draw a list of 50 ...

  8. What are sampling methods and how do you choose the best one?

    We could choose a sampling method based on whether we want to account for sampling bias; a random sampling method is often preferred over a non-random method for this reason. Random sampling examples include: simple, systematic, stratified, and cluster sampling. Non-random sampling methods are liable to bias, and common examples include ...

  9. Sampling Methods

    1. Simple random sampling. In a simple random sample, every member of the population has an equal chance of being selected. Your sampling frame should include the whole population. To conduct this type of sampling, you can use tools like random number generators or other techniques that are based entirely on chance.

  10. Sampling Methods for Research: Types, Uses, and Examples

    Evaluate your goals against time and budget. List the two or three most obvious sampling methods that will work for you. Confirm the availability of your resources (researchers, computer time, etc.) Compare each of the possible methods with your goals, accuracy, precision, resource, time, and cost constraints.

  11. Systematic Sampling

    Step 1: Define your population. Like other methods of sampling, you must decide upon the population that you are studying. In systematic sampling, you have two choices for data collection: You can select your sample ahead of time from a list and then approach the selected subjects to collect data, or.

  12. Methodology Series Module 5: Sampling Strategies

    The method by which the researcher selects the sample is the ' Sampling Method'. There are essentially two types of sampling methods: 1) probability sampling - based on chance events (such as random numbers, flipping a coin etc.); and 2) non-probability sampling - based on researcher's choice, population that accessible & available.

  13. Sampling Methods: A guide for researchers

    Sampling is a critical element of research design. Different methods can be used for sample selection to ensure that members of the study population reflect both the source and target populations, including probability and non-probability sampling. Power and sample size are used to determine the number of subjects needed to answer the research ...

  14. Sampling Methods in Research Methodology; How to Choose a Sampling

    This paper presents the steps to go through to conduct sampling. Furthermore, as there are different types of sampling techniques/methods, researcher needs to understand the differences to select the proper sampling method for the research. In the regards, this paper also presents the different types of sampling techniques and methods.

  15. Sampling methods in Clinical Research; an Educational Review

    Sampling types. There are two major categories of sampling methods ( figure 1 ): 1; probability sampling methods where all subjects in the target population have equal chances to be selected in the sample [ 1, 2] and 2; non-probability sampling methods where the sample population is selected in a non-systematic process that does not guarantee ...

  16. Sampling Methods in Research Methodology; How to Choose a ...

    This paper presents the steps to go through to conduct sampling. Furthermore, as there are different types of sampling techniques/methods, researcher needs to understand the differences to select the proper sampling method for the research. In the regards, this paper also presents the different types of sampling techniques and methods.

  17. Sampling Methods In Reseach: Types, Techniques, & Examples

    Sampling methods in psychology refer to strategies used to select a subset of individuals (a sample) from a larger population, to study and draw inferences about the entire population. Common methods include random sampling, stratified sampling, cluster sampling, and convenience sampling. Proper sampling ensures representative, generalizable, and valid research results.

  18. (PDF) Types of sampling in research

    This study employed a non-probability sampling approach, as it is commonly used in business research, and its research objectives and inquiries are best addressed through qualitative research ...

  19. PDF Sampling Strategies in Qualitative Research

    SAGE Research Methods. Page 2 of 21. Sampling Strategies in Qualitative Research. 1. 1. Sampling can be divided in a number of different ways. At a basic level, with the exception ... papers on delay in diagnosis, which outline some of the factors tied to delay. So, for example, in rheumatoid arthritis in adults, the central issue was family

  20. Series: Practical guidance to qualitative research. Part 3: Sampling

    Part 2 of the series focused on context, research questions and design of qualitative research . In this paper, Part 3, we address frequently asked questions (FAQs) about sampling, data collection and analysis. ... A sampling plan is a formal plan specifying a sampling method, a sample size, and procedure for recruiting participants (Box 1) . A ...

  21. Sampling Methods

    The method you apply for selecting your participants is known as the sampling method. It helps in concluding the entire population based on the outcomes of the research. Example: If you want to research China's entire population, it isn't easy to gather information from 1.38 billion people.

  22. (PDF) The Sample and Sampling Techniques

    View PDF. A Manual for Selecting Sampling Techniques in Research. Mohsin Hassan Alvi. The Manual for Sampling Techniques used in Social Sciences is an effort to describe various types of sampling methodologies that are used in researches of social sciences in an easy and understandable way. Characteristics, benefits, crucial issues/ draw backs ...

  23. Sampling Methods in Research Design

    Corresponding Author. Dana P. Turner MSPH, PhD [email protected] Department of Anesthesia, Critical Care and Pain Medicine, Massachusetts General Hospital, Harvard Medical School, Boston, MA, USA

  24. A Set of Comprehensive Evaluation System for Different Data

    The sample method presented in this paper outperforms previous sampling methods in terms of classification accuracy and distribution similarity with the original data set, as shown in Tables 1 and 2. Furthermore, we can see that the methods for resolving picture similarity based on cosine distance and Euclidean distance have various advantages ...

  25. LGBM‐CBFS: A Heuristic Feature Sampling Method Based on Tree Ensembles

    Current sampling research includes static sampling and adaptive sampling techniques. The former one draws samples based on a preset sample size determined prior to the start of sampling, which encounters the difficulty of determining an appropriate sample size. ... To address the aforementioned issues, in this paper, we devised a sampling ...

  26. Evidential uncertainty sampling strategies for active learning

    Recent studies in active learning, particularly in uncertainty sampling, have focused on the decomposition of model uncertainty into reducible and irreducible uncertainties. In this paper, the aim is to simplify the computational process while eliminating the dependence on observations. Crucially, the inherent uncertainty in the labels is considered, i.e. the uncertainty of the oracles. Two ...

  27. PDF LLM Critics Help Catch LLM Bugs

    research, methods must now be proven in more realistic settings. Here we demonstrate for the first time that scalable oversight can help humans more comprehensively assess model-written solutions to real-world assistant tasks. In particular we focus on one of the most important and economically impactful applications of LLM assistants: writing ...

  28. Agriculture

    The threshing rate is one of the important indexes to evaluate the effect of corn threshing. The weighing method is often used to calculate the depuration rate of maize at present. This method is time-consuming and laborious and can only calculate the overall threshing rate but does not give the threshing rate of individual corn ears. Different parameters of corn ears have complex effects on ...

  29. USDA

    Access the portal of NASS, the official source of agricultural data and statistics in the US, and explore various reports and products.

  30. This AI Paper from Google DeepMind Explores the Effect of Communication

    A significant challenge in the realm of large language models (LLMs) is the high computational cost associated with multi-agent debates (MAD). These debates, where multiple agents communicate to enhance reasoning and factual accuracy, often involve a fully connected communication topology. This means each agent references the solutions generated by all other agents, leading to expanded input ...