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IT3010
Research Methodology
Experiments
Name, title of the presentation
Figure 3.1 in: B. J. Oates, Researching Information Systems and Computing. London: Sage Publications, 2006.
The research process
Experiments
What do you think about when you hear experiment?
Experiment: Definition
• A strategy that investigates
cause and effect relationships.
• Tries to prove or disprove
that a cause and effect
hypothesis is true:
– "A causes B", "A increases B's occurrence", "A eliminates B".
• Should include many instances, as opposed to case
study.
• Should include only a few study parameters, as opposed
to case study.
J McGrath
Experiment: Characteristics
• Precise observations and measurements.
• Pre-test and post-test observations.
• Proving or disproving a hypothesis.
• Identification of causal factors, i.e. one-directional links
• Explanation and prediction.
• Repetition.
Cause Effect
Independent
variable
Dependent
variable
Conducting an experiment
• Find the hypothesis to be tested.
– Must be testable and disprovable.
• Find the dependent and independent variable(s).
– Dependent variable is altered by altering the independent variable.
– A (independent) causes B (dependent).
• Find the control mechanisms.
– Mechanisms that help you control all contaminating variables.
• Observe and measure.
– Often quantitative data is collected through structured observations.
– Remember before and after observations (or control groups).
• Be careful about internal and external validity.
• Document everything so that others can repeat the
experiment.
Controlling unwanted factors
• Eliminate the factor from your experiment.
– E.g. via exclusion criteria. "Exclude students with programming skills".
• Hold the factor constant, if you cannot eliminate it.
– E.g. via inclusion criteria. "Include only seniors 60-65 years old".
• Use large random selection.
– E.g. in opinion surveys. Let the statistical distribution take care of it.
• Use control groups.
– Similar groups, the only difference: Change in independent variable.
• Blind experiments.
– Controls researcher and subject bias.
Cause Effect
Unwanted factor
Validity threats
• Internal validity: Show that results are attributable only to changes in
independent variable. Threats:
– Differences between experimental and control group.
– History, i.e. "what has happened in between".
– Maturation, due to age, practice, boredom etc.
– Instrumentation, i.e. faulty measurement equipment.
– Experimental mortality, i.e. changes in observed groups' composition.
– Reactivity and experimenter effects, e.g. "behaving correctly".
• External validity: Show that your results are generalizable. Threats:
– Using only special types of participants, e.g. students.
– Using samples that are not representative of the population.
– Too few participants.
– Non-representative test cases.
Types of experiment
• "Pure" lab experiment
– High control over parameters.
– Unrealistic settings.
• Quasi-experiments, or field experiments
– Realistic settings.
– Free flow of contaminating factors, difficult to conclude.
• Uncontrolled trial
– Fake experiments.
– Forget it if you don't have pre-test measurements.
– Better to use case study instead!
Advantages and disadvantages
• Advantages:
– Well-established method.
– The only way to show cause-effect relationships.
– Don't have the cost associated with field work.
• Disadvantages:
– Create artificial situations that don't exist in the IT world.
– Often impossible to control all the parameters.
– Difficult to recruit representative samples.
– Bias can invalidate results.
– Randomization and statistical validity result in high costs.
Discussion: When would you use each?
• Case study
• Opinion Survey
• Experiment

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IT3010 Lecture- Experiments

  • 2. Figure 3.1 in: B. J. Oates, Researching Information Systems and Computing. London: Sage Publications, 2006. The research process
  • 3. Experiments What do you think about when you hear experiment?
  • 4. Experiment: Definition • A strategy that investigates cause and effect relationships. • Tries to prove or disprove that a cause and effect hypothesis is true: – "A causes B", "A increases B's occurrence", "A eliminates B". • Should include many instances, as opposed to case study. • Should include only a few study parameters, as opposed to case study.
  • 6. Experiment: Characteristics • Precise observations and measurements. • Pre-test and post-test observations. • Proving or disproving a hypothesis. • Identification of causal factors, i.e. one-directional links • Explanation and prediction. • Repetition. Cause Effect Independent variable Dependent variable
  • 7. Conducting an experiment • Find the hypothesis to be tested. – Must be testable and disprovable. • Find the dependent and independent variable(s). – Dependent variable is altered by altering the independent variable. – A (independent) causes B (dependent). • Find the control mechanisms. – Mechanisms that help you control all contaminating variables. • Observe and measure. – Often quantitative data is collected through structured observations. – Remember before and after observations (or control groups). • Be careful about internal and external validity. • Document everything so that others can repeat the experiment.
  • 8. Controlling unwanted factors • Eliminate the factor from your experiment. – E.g. via exclusion criteria. "Exclude students with programming skills". • Hold the factor constant, if you cannot eliminate it. – E.g. via inclusion criteria. "Include only seniors 60-65 years old". • Use large random selection. – E.g. in opinion surveys. Let the statistical distribution take care of it. • Use control groups. – Similar groups, the only difference: Change in independent variable. • Blind experiments. – Controls researcher and subject bias. Cause Effect Unwanted factor
  • 9. Validity threats • Internal validity: Show that results are attributable only to changes in independent variable. Threats: – Differences between experimental and control group. – History, i.e. "what has happened in between". – Maturation, due to age, practice, boredom etc. – Instrumentation, i.e. faulty measurement equipment. – Experimental mortality, i.e. changes in observed groups' composition. – Reactivity and experimenter effects, e.g. "behaving correctly". • External validity: Show that your results are generalizable. Threats: – Using only special types of participants, e.g. students. – Using samples that are not representative of the population. – Too few participants. – Non-representative test cases.
  • 10. Types of experiment • "Pure" lab experiment – High control over parameters. – Unrealistic settings. • Quasi-experiments, or field experiments – Realistic settings. – Free flow of contaminating factors, difficult to conclude. • Uncontrolled trial – Fake experiments. – Forget it if you don't have pre-test measurements. – Better to use case study instead!
  • 11. Advantages and disadvantages • Advantages: – Well-established method. – The only way to show cause-effect relationships. – Don't have the cost associated with field work. • Disadvantages: – Create artificial situations that don't exist in the IT world. – Often impossible to control all the parameters. – Difficult to recruit representative samples. – Bias can invalidate results. – Randomization and statistical validity result in high costs.
  • 12. Discussion: When would you use each? • Case study • Opinion Survey • Experiment