Skip to content

Research; experimental IA · Ethical design, data and evaluation

International Baccalaureate · IB Diploma · Psychology · HL · Topic 3

3.1

Research methods and the experimental study

IB Diploma Programme Psychology HL (first assessment 2021; current guide). This topic covers the CORE's "approaches to researching behaviour" in full — the quantitative methods (experiments and their designs, correlational studies, descriptive statistics) and the qualitative and mixed toolset (case studies, observations, interviews, questionnaires), with sampling, ethics and the evaluation concepts (generalizability, credibility, bias) — and then the INTERNAL ASSESSMENT, the experimental study and its report. The worked numbers are an original rehearsal experiment whose arithmetic is carried through the page.

Must-know for research methods:

Family Content
experiments lab, field, natural, quasi; IV/DV; independent, repeated, matched designs
sampling random, opportunity, volunteer; allocation differs from sampling
statistics mean, median, mode, range, SD; distributions; $r$ from $-1$ to $+1$
qualitative case studies; observations (overt/covert); interviews; triangulation
ethics consent, deception, debrief, withdrawal, protection, confidentiality
evaluation generalizability, credibility, bias; significance and the sign test (HL)
IA aim → exploration → analysis → evaluation; HL adds an inferential test
3.2

Quantitative research: experiments and statistics

The EXPERIMENT is psychology's causal instrument: manipulate the independent variable 自变量 (IV), control the rest, measure the dependent variable 因变量 (DV). LAB experiments control maximally at the cost of ecological validity; FIELD experiments trade control for realism; NATURAL experiments exploit existing differences the researcher cannot manipulate; QUASI-experiments use pre-existing groups without random allocation. DESIGNS: INDEPENDENT MEASURES (one group per condition — no order effects, but participant variables between groups; random ALLOCATION balances them), REPEATED MEASURES (everyone does both conditions — no participant variables, but order effects, managed by counterbalancing) and MATCHED PAIRS (a compromise costing matching time). Demand characteristics 需求特征 — participants guessing the study's aim — are attacked with standardised instructions, single-blind designs and cover stories that stay within ethics.

SAMPLING: Random sampling 随机抽样 gives everyone an equal chance (representative in principle, hard in practice); OPPORTUNITY sampling takes who is available (cheap, biased toward the accessible); VOLUNTEER (self-selected) samples are cooperative but unrepresentative — the self-selection bias. Sampling chooses WHO you test; ALLOCATION assigns them to conditions — random sampling is not random allocation, and confusing the two is the classic IA error. Descriptive statistics 描述统计: the MEAN uses every score but is dragged by outliers; the MEDIAN resists them; the MODE fits categories. Dispersion: the RANGE is quick but rests on two scores; the STANDARD DEVIATION uses them all. CORRELATION measures association without manipulation — the correlational study 相关研究 gives a coefficient $r$ from $-1$ through 0 to $+1$, and never a direction of cause: sleep and grades correlate; so may the third factor behind both.

Worked example (the rehearsal experiment). Does semantic processing beat acoustic processing for word recall? Repeated-measures design, counterbalanced (AB/BA), 10 participants, standardised word lists. Group means: acoustic 6.0 words, semantic 8.7 words. The mean difference (2.7 words) is DESCRIPTIVE — it says what happened in this sample, not whether the difference exceeds chance; variability (one acoustic participant recalled 11, above the semantic median) shows why ranges and SDs travel with means. Only an INFERENTIAL test (HL) settles significance.

Vocabulary Train
English
independent variable/ˌɪndɪˈpendənt ˈveərɪəbl/
dependent variable/dɪˈpendənt ˈveərɪəbl/
random sampling/ˈrændəm ˈsæmplɪŋ/
demand characteristics/dɪˈmænd ˌkærɪktəˈrɪstɪks/
descriptive statistics/dɪˈskrɪptɪv stəˈtɪstɪks/
correlational study/ˌkɒrɪˈleɪʃənl ˈstʌdi/
3.3

Qualitative research, ethics and the evaluation concepts

CASE STUDIES examine one person or event in depth (H.M., Gage) — richness against generalizability. OBSERVATIONS may be NATURALISTIC or CONTROLLED, OVERT or COVERT, PARTICIPANT or NON-PARTICIPANT; they need BEHAVIOURAL CATEGORIES and inter-rater reliability 评分者间信度 (two observers agreeing, checked on a coefficient). INTERVIEWS run structured (fixed questions, comparable), semi-structured (pursue the interesting answer) or as FOCUS GROUPS (interaction itself is data — and a source of conformity). QUESTIONNAIRES scale cheaply but suffer social-desirability bias and item ambiguity. TRIANGULATION — combining methods, data sources or researchers — is the qualitative answer to single-lens error.

ETHICS (and the IA is marked on it): Informed consent 知情同意, deception only when unavoidable with full DEBRIEF, protection from harm, the RIGHT TO WITHDRAW at any time, CONFIDENTIALITY, and for animals the 3Rs. The evaluation concepts: GENERALIZABILITY (do findings travel beyond this sample and setting?), CREDIBILITY (do the findings reflect the participants' reality — in qualitative work: credibility, transferability, dependability, confirmability?) and BIAS (researcher expectancy, participant reactivity, sampling bias). SIGNIFICANCE (HL): a result is significant at $p < 0.05$ if it would occur by chance less than 5% of the time; the sign test 符号检验 on direction-of-change counts illustrates the logic — with $N = 8$ participants and 2 negative signs, $S = 2$ exceeds the critical value, so the change is NOT significant at the 5% level.

Vocabulary Train
English
inter-rater reliability/ˈɪntə ˈreɪtə rɪˌlaɪəˈbɪlɪti/
informed consent/ɪnˈfɔːmd kənˈsent/
sign test/saɪn test/
3.4

The experimental study: design and the report

The IA (SL and HL) is a SIMPLE EXPERIMENT the student designs, runs and reports on a small sample — original data, ethically conducted. The report's structure mirrors the method. INTRODUCTION: background theory (one or two studies), the rationale, and an operationalised AIM. EXPLORATION: the design (which of the three, and why), variables identified and operationalised, CONTROLS (standardised instructions and materials, counterbalancing, environment), the sampling method and sample with its limits, ETHICS addressed point by point (consent forms in the appendix), and materials. ANALYSIS: descriptive statistics with correctly labelled graphs; at HL an INFERENTIAL TEST chosen to match the design (sign test, Mann–Whitney U, Wilcoxon) with the statistical decision stated against a 0.05 level. EVALUATION: strengths, LIMITATIONS tied to the design and sample, and modifications that follow from them. APPENDICES: raw data, sign-up sheets, standardised instructions 标准化指示, consent forms. The marking criterion rewards a study whose design choices are EXPLAINED, not just listed — every choice carries a because.

Worked example (the report's spine). Aim: to investigate the effect of processing level (shallow/acoustic vs deep/semantic) on word recall in a repeated-measures experiment. Design choice: repeated measures removes participant variables; counterbalancing (half do A then B, half B then A) removes order effects. Controls: same word list lengths, same 60-second recall window, written standardised instructions read aloud. Sample: 10 volunteers from one school year (opportunity sampling — limited generalizability, stated). Ethics: informed consent from participants, right to withdraw, no deception, anonymised data. Analysis: means 6.0 vs 8.7 with ranges and a bar chart of means; HL adds the Wilcoxon test decision. Evaluation: volunteer bias and single-year sample limit transfer; a replication across year groups and a larger sample are the named modifications.

Vocabulary Train
English
standardised instructions/ˈstændədaɪzd ɪnˈstrʌkʃnz/
3.5

Checklist

  • The four experiment types with their control–realism trade-offs; the three designs with order effects and counterbalancing (quantitative).
  • IV and DV operationalised; demand characteristics and the standardised countermeasures (quantitative).
  • Random, opportunity and volunteer sampling with allocation distinguished from sampling (quantitative).
  • Mean, median, mode, range, SD — what each is good and bad at; correlation's $r$ and its no-causality rule (quantitative).
  • Case studies, observations with inter-rater reliability, interviews and focus groups, questionnaires, triangulation (qualitative).
  • The six ethical principles and the 3Rs (ethics).
  • Generalizability, credibility and the bias family; HL significance at $p < 0.05$ and the sign-test logic (evaluation).
  • The IA report's five sections and the spine: aim → design → controls → ethics → statistics → evaluation with modifications (IA).

Boundary notes: Paper 3 (HL) examines exactly this topic on unseen research scenarios — methodological and ethical analysis; Paper 1 Section A may ask for method definitions. The IA's marking criteria reward explained choices and correctly computed statistics; all worked numbers are original to the rehearsal experiment.

Supported preparation: Experimental preparation and data

Scope and prerequisites

IB psychology first assessment 2019; 2027 course tracked separately. Current core: biological, cognitive and sociocultural approaches plus research. SL selects one option, HL two. The 2027 course adds concepts/contexts, class practicals and a research proposal, not the current experimental-study IA.

Mapped preparation outcomes: ib_psychology_hl.3.1, ib_psychology_hl.3.2. Read the matching native lesson first. Actual approved choices, evidence and final learner work remain separate.

Source vocabulary

independent variable 自变量; dependent variable 因变量.

Explanation and worked method

Specify the independent variable, dependent measure, allocation, controls and consent before analysis. Standardization reduces avoidable variation; random assignment differs from random sampling. Actual approved replication data must be retained, not replaced by illustrative numbers.

Original classroom evidence panel for Experimental preparation and data

Rehearsal: fictional recall scores are 4, 6, 8 for format A and 3, 4, 5 for B. Calculate means and state what cannot follow from them.

Mean A=(4+6+8)/3=6 items; mean B=(3+4+5)/3=4 items; difference=2 items. These means alone do not establish statistical significance, a population effect or a causal design. Inspect variability, allocation and assumptions before choosing analysis.

Independent transfer

The same pupils complete both recall formats. What changes in design and analysis?

Attempt independently before reading the model.

Checked original model

Scores are paired within pupils, so analyse within-person differences with an appropriate paired method and assumptions. Randomize or counterbalance order to reduce sequence effects and use comparable material. Paired design is not random sampling and does not ensure generalization.

These are authored formative expectations, not official IB descriptors. Accept other justified arguments with evidence and material limits.

Source and task holds

This supplement teaches the method for this part of the course. The full assessment criteria and any texts your school chooses come from your teacher.

Interactive lessons on this topic

Work through it step by step, with instant-check exercises.

More topics in International Baccalaureate · IB Diploma · Psychology · HL

Log in or create account

IGCSE, A-Level & AP