Research Methods & Methodology (DP IB Extended Essay): Revision Note

Dr Dean West

Written by: Dr Dean West

Reviewed by: Alistair Marjot

Updated on

What is the difference between methods and methodology?

Understanding methodology

  • Methodology is the overall research strategy and rationale used for an investigation

    • Rationale refers to the set of reasons or the logical basis for choosing a particular approach

  • It functions as the lens through which a researcher performs their analysis—the process of breaking down a topic to understand it better

  • A strong essay requires methodological awareness, which means the student understands the broad strategy used in their chosen subject

  • The methodology explains the "why" behind the way a project is set up and how the findings are interpreted

Defining research methods

  • Research methods are the specific tools and procedures used to collect and analyse data

    • Data is the raw information, measurements or evidence gathered during an investigation

  • Methods are the practical "how" of a project and include actions like conducting experiments, surveys or interviews

  • These tools must be appropriate for the specific Diploma Programme (DP) subject to ensure the research is valid

  • Criterion A (Framework for the essay) specifically assesses whether these research methods are suitable for the topic

Distinguishing between the two

  • Methodology is the big—picture plan, while methods are the individual instruments used to carry out that plan

  • In the Extended Essay (EE)—a 4,000—word academic paper based on independent research—the methodology is often summarised in the introduction

  • A student uses methodology to justify their overall strategy, whereas they use methods to gather the actual evidence needed to build an argument

  • High marks are awarded in Criterion A when research methods are explained clearly and applied effectively to answer the Research Question (RQ)

How do you choose suitable research methods?

Suitability for the chosen subject

  • Select research methods—the specific tools and procedures used to collect and analyse data—that are appropriate for your chosen Diploma Programme (DP) subject

  • Different disciplines have specific expectations for investigation, such as experiments in the sciences or textual analysis in languages

  • Ensure that your chosen methods allow you to demonstrate methodological awareness, meaning you understand the overall research strategy and rationale of your subject

  • If your approach involves experimentation or fieldwork, describe methods in enough detail that the work could be repeated

Ensuring sufficient sources and data

  • Conduct a preliminary investigation—the initial process of checking data and skimming sources—to confirm that enough information exists to answer your question

  • You must ensure there is a range of secondary research available, which is the analysis and interpretation of existing data collected by others

  • A viable essay requires a sufficient range of reliable resources and information to support a high-level academic argument

  • If your research reveals a lack of data or suitable resources, you must be prepared to revise your research question

Understanding primary and secondary data

  • Primary research—the collection of original data first-hand through methods like interviews or experiments—is never a mandatory requirement for the essay

    • Some subjects restrict, discourage, or tightly control primary data collection—always check your subject-specific guidance and your school’s ethical/safeguarding rules before designing primary research. 

  • You should decide whether to use quantitative research, which yields statistical data, or qualitative research, which focuses on personal perspectives and opinions

  • If you use primary methods, you must explain in the body of the essay why these specific tools were selected and how they address your question

Ethical considerations for human subjects

  • If your research involves people, sensitive topics, experiments, or fieldwork, speak early with your supervisor/EE coordinator and follow the IB’s ethical guidance and your school’s approval/risk assessment procedures

  • Ethics approval is the process of ensuring your research follows legal and safety guidelines, such as respecting privacy and avoiding harm

  • When conducting interviews or surveys, you must obtain informed consent, which is the voluntary agreement of participants who understand the purpose of your study

  • Always avoid unacceptable or unethical methods, such as trespassing for photographs or using recording devices without a participant's knowledge

Examiner Tips and Tricks

“Methodology” is the overall strategy and rationale; “methods” are the tools you used. High-scoring EEs don’t just name methods—they show clear evidence of how the methods produced data/evidence that was analysed to answer the research question. 

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Dr Dean West

Author: Dr Dean West

Expertise: Content Writer

Dr Dean West is a UK-based educator, Principal Examiner and assessment specialist. He leads IB CAS and the Extended Essay at Bromsgrove School, where he also coordinates and teaches IB Business Management. A Chartered Teacher and Chartered Educational Assessor, he has examined for WJEC, Cambridge International and Edexcel, consulted for Ofqual and the British Council. He holds a PhD in Education from the University of Warwick.

Alistair Marjot

Reviewer: Alistair Marjot

Expertise: Environmental Systems and Societies & Biology Content Creator

Alistair graduated from Oxford University with a degree in Biological Sciences. He has taught GCSE/IGCSE Biology, as well as Biology and Environmental Systems & Societies for the International Baccalaureate Diploma Programme. While teaching in Oxford, Alistair completed his MA Education as Head of Department for Environmental Systems & Societies. Alistair has continued to pursue his interests in ecology and environmental science, recently gaining an MSc in Wildlife Biology & Conservation with Edinburgh Napier University.