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  3. Research design

Research design

How to plan an investigation that earns the top band: context, justified methodology, range and number of measurements, control, piloting, safety and ethics, and database or simulation approaches.

  • IB Physics
  • Internal assessment
  • SL and HL

17 min readLast reviewed 14 Oct 2026

The Research design criterion assesses how well the student explains what they are investigating and why, and how they collected or selected the data to answer it. A top-band design does three things. It places the research question in a specific scientific context, it explains the methodological choices that make the data relevant and sufficient, and it describes the method clearly enough that someone else could repeat it.

Good design is invisible in the final data and obvious in their quality. A well-designed investigation produces readings spread across a wide range, with small and well-understood uncertainties, and with every other influence held fixed. That quality then makes the analysis, conclusion and evaluation straightforward.

Scope. Research design is one of the four equally weighted criteria (6 marks). Its three strands are the context of the research question, the explanation of methodological considerations, and the reproducibility of the method. The design is judged on the report alone, so every choice that shaped the data has to appear in writing with its reason.

What the criterion rewards

Strand

Middle band (3–4)

Top band (5–6)

Context of the question

Outlined in a broad context

Described in a specific, appropriate context

Methodological considerations

Described

Explained (with reasons) for collecting relevant and sufficient data

Description of the method

Repeatable with a few ambiguities or omissions

Repeatable

The difference between "described" and "explained" runs through the whole criterion. A described method says what was done; an explained method says why. "The period of 20 oscillations was timed" is a description. "The period of 20 oscillations was timed, because one period of 0.35 s is close to the human reaction time and timing 20 reduces the fractional uncertainty from the reaction time twentyfold" is an explanation.

Context: placing the question in physics

The context is the physics that makes the question worth asking and tells the reader what to expect. A broad context mentions the topic in general ("waves slow down in shallow water"). A specific context gives the relevant theory, the equation that predicts the relationship, the assumptions behind that equation, and how the investigation will test it. It may also mention why the question matters in the real world or what published work has found.

Worked example

Compare these two context paragraphs for the question "How does the depth of water in a tray affect the speed of a wave pulse?"

Show the solution

Broad (middle band). "Water waves are mechanical waves. Their speed depends on the depth of the water. Tsunamis travel very fast in the deep ocean and slow down near the coast. This investigation will measure how speed changes with depth."

Specific (top band). "For surface waves whose wavelength is much greater than the depth dd, theory predicts a speed v=gdv=gd​, independent of wavelength (Reference 1). This shallow-water approximation applies when the wavelength is more than about 20 times the depth, which holds for a long single pulse in water up to 5 cm deep. If the model holds, a graph of v2v2 against dd is a straight line through the origin with gradient gg. Surface tension and friction with the base of the tray are neglected in the model and may make the measured speed lower than predicted at the smallest depths."

The second version gives the equation, its condition of validity, the graph that will test it and the assumptions that might fail. Each of those points sets up the conclusion and the evaluation.

The context does not need to be long. Three to five well-chosen sentences with a reference are usually enough. Long textbook-style explanations of basic physics, such as what a wave is, use words without adding specificity.

Explaining the methodology

The methodology covers every choice about how the data are collected: the technique, the instruments, the range and number of values, the repeats, and how other variables are controlled. The criterion rewards explaining these choices, which means giving the reason for each one.

Definition

The methodology of an investigation is the way data are collected or selected, together with the reasons for each choice of technique, apparatus, range and number of measurements.

Choosing techniques and instruments

Each measurement uses the instrument whose resolution and range suit the size of the quantity. A useful rule is that the uncertainty of a single reading should be small compared with the change being measured. The table lists common instruments with their usual resolution.

Quantity

Instrument

Typical resolution

Notes

Length (0.1–1 m)

Metre rule

1 mm

Read at eye level to avoid parallax

Length (1–100 mm)

Vernier calipers

0.02 mm or 0.1 mm

External and depth jaws

Small thickness or diameter

Micrometer screw gauge

0.01 mm

Check the zero reading first

Time (seconds or more)

Hand-held stopwatch

0.01 s

Human reaction time adds about 0.1–0.2 s at each end

Short time

Light gate and data logger

0.001 s or better

Needs a flag of known width for speeds

Time from video

Phone slow-motion video

1/240 s per frame at 240 frames per second

Count frames; include a ruler in the shot for distances

Mass

Top-pan balance

0.01 g or 0.1 g

Tare (zero) with the container on

Temperature

Digital thermometer

0.1 °C

Stir the liquid; allow the probe to settle

Current, pd, resistance

Digital multimeter

± the last digit shown

Choose the most sensitive range that does not overload

Angle

Protractor

1°

A phone inclinometer app reads to 0.1°

Tip

When a single measurement is too small to read precisely, measure many together: the thickness of 50 sheets of paper, the time for 20 oscillations, the length of 10 wavelengths on a standing wave. The absolute uncertainty of the reading stays the same, so the fractional uncertainty per item falls by the same factor.

Justifying a technique often means comparing it with an alternative. A student who chose video analysis over a stopwatch can say why: the stopwatch reaction time of about 0.2 s would have been more than half of a period of 0.35 s, while each video frame lasts only 0.004 s.

Range and number of measurements

The independent variable should cover as wide a range as the apparatus and safety allow. A wide range makes the trend unmistakable and lets the shape of the relationship be tested. Over a narrow range almost any smooth relationship looks like a straight line, as the graph of two models shows.

Graph of y against x from 0 to 16. A blue curve y = 2√x and a dashed straight line y = 2 + x/2 touch at x = 4. In the grey band from x = 3 to 5, five blue data points lie on both lines almost equally well. Black points at x = 1, 6, 9, 12 and 16 follow the curve and clearly leave the straight line.Graph of y against x from 0 to 16. A blue curve y = 2√x and a dashed straight line y = 2 + x/2 touch at x = 4. In the grey band from x = 3 to 5, five blue data points lie on both lines almost equally well. Black points at x = 1, 6, 9, 12 and 16 follow the curve and clearly leave the straight line.
Five points between x = 3 and 5 (blue) fit a straight line and a square-root curve equally well. Points spread across the whole range (black) separate the two models at once.

Between x=3x=3 and x=5x=5, the square-root curve and the straight line differ by less than the size of a typical error bar, so no conclusion about the shape is possible. Across the full range they differ by up to 2 units, many times the size of an error bar.

  • Number of values. At least five distinct values of the independent variable, and preferably seven to ten, so that a trend and its shape can be judged and an anomalous point stands out.

  • Spacing. Usually even across the range; closer together where the dependent variable changes fastest, such as near a maximum or where a curve bends.

  • Repeats. At least three readings at each value, so that the random scatter can be seen and an uncertainty estimated from the spread. More repeats where the scatter is large.

  • Including zero. A reading at zero (or as close as possible) tests whether the line passes through the origin, which many theories predict.

Graph of cooling time in minutes against insulation thickness in mm, rising steeply from 12 min at zero thickness and levelling off near 40 min. Three large blue pilot points at 0, 9 and 18 mm. Nine black planned points, close together from 0 to 4 mm and wider apart up to 18 mm.Graph of cooling time in minutes against insulation thickness in mm, rising steeply from 12 min at zero thickness and levelling off near 40 min. Three large blue pilot points at 0, 9 and 18 mm. Nine black planned points, close together from 0 to 4 mm and wider apart up to 18 mm.
Three pilot values (large blue dots) show the shape of the curve; the main data are then concentrated where the curve bends most, with wider spacing where it is nearly flat.

The spacing diagram shows how a pilot run guides the choice of values. Three readings at the ends and middle of the range show where the curve bends, and more points are then placed there.

Common mistake

Collecting five values with a single reading each. Without repeats there is no way to estimate the random uncertainty, so the error bars and the uncertainty in the gradient have no basis. The report should state the number of repeats and why that number was enough.

Exam tip

The top-band descriptor in Research design asks for data that are relevant and sufficient: enough to answer the question. Explain why the chosen range, number of values and number of repeats are sufficient, using numbers from the pilot. "Seven lengths from 15 cm to 45 cm, the full usable length of the rule; three repeats, because the pilot spread was under 1%" is the kind of explanation that earns credit.

Controlling variables

Each control variable needs a method of control and a reason. The common techniques in physics investigations are:

Technique

Physics examples

Calibrating an instrument against a known standard

Checking a thermometer in melting ice and boiling water; checking a micrometer or a force sensor for a zero error

Keeping conditions constant

Using the same ball, surface and release mechanism; working in one room at a steady temperature; keeping a wire's current small so it does not heat up

Insulating

Lagging a calorimeter; adding a lid; using a polystyrene cup

Reducing friction or resistance

An air track or a trolley with low-friction wheels; short, thick connecting leads in a circuit

Measuring and subtracting a background

Background count rate for radioactivity; the Earth's magnetic field for a magnetometer; ambient light for a light sensor

Monitoring what cannot be fixed

Recording the room temperature or air pressure before and after each set of readings

Where a variable cannot be controlled, monitoring it and reporting its range lets the evaluation judge its effect. A room temperature that rose from 20.5 °C to 22.0 °C during a resistance experiment can be shown to change a constantan wire's resistance by a negligible amount, because constantan is chosen for its very small temperature coefficient.

Piloting

A pilot study is a short trial run of the method before the main data collection. It costs a lesson and often saves an investigation.

Definition

A pilot study is a quick trial of a method before the main data collection, used to check that it works, to find a suitable range and to estimate the scatter in the results.

A pilot can show:

  • whether the dependent variable changes measurably across the planned range;

  • the practical limits of the range (the shortest length that still vibrates slowly enough to film; the largest angle before a ball skids);

  • the size of the random scatter, which decides the number of repeats;

  • unexpected problems, such as a clamp that slips, a sensor that saturates or a temperature that drifts;

  • whether the chosen instrument has enough resolution.

The report should mention what the pilot found and what changed as a result. This is a clear way of explaining methodological considerations, because each change comes with its reason.

Worked example

A student plans to measure how the length of a guitar string (from 10 cm to 60 cm, set by moving a bridge) affects its first-harmonic frequency, using a phone app that shows the frequency of the loudest sound. In a pilot, readings at 60 cm vary between 109 Hz and 220 Hz, and readings at 10 cm are steady. Suggest what the pilot shows and how the method should change.

Show the solution

Readings of about 110 Hz and 220 Hz differ by a factor of 2, so the app is sometimes picking up the second harmonic instead of the first. This happens when the second harmonic is louder than the first, which depends on where the string is plucked.

Changes to the method:

  • pluck the string at its midpoint each time, where the first harmonic is strongest and the second harmonic has a node;

  • use an app that displays the whole frequency spectrum, and read the lowest strong peak;

  • record three readings and reject any that are an exact multiple of the others, explaining why.

Without the pilot, the main data would have contained readings that differ by a factor of two for no physical reason.

Writing a method that can be repeated

The method should let another student with similar equipment repeat the investigation and get comparable results. A labelled diagram of the set-up, a list of apparatus with the resolution of each instrument, and a numbered procedure are the usual elements.

A constantan wire stretched along a metre rule. A fixed crocodile clip at the zero mark and a sliding clip further along connect to a digital ohmmeter reading 3.20 ohms. A measuring arrow under the rule marks the length L between the clips.A constantan wire stretched along a metre rule. A fixed crocodile clip at the zero mark and a sliding clip further along connect to a digital ohmmeter reading 3.20 ohms. A measuring arrow under the rule marks the length L between the clips.
A labelled diagram makes the method repeatable at a glance: the reader sees what is measured (L, between the clip edges) and what is read (the resistance).

The procedure includes the quantities, distances and settings that matter (the length of the wire, the instrument ranges, how the clips were placed) and leaves out what any physicist would assume (how to read a ruler). Every decision that affects the data appears with its reason, either in the procedure itself or in a short explanation after it.

Worked example

Improve this method step: "Measure the resistance of the wire for different lengths."

Show the solution

An improved, repeatable version:

  1. Tape a 1.00 m length of 28 SWG constantan wire (diameter about 0.38 mm) along a metre rule so that it is straight but not stretched.

  2. Connect the fixed crocodile clip at the 0.0 cm mark and the sliding clip at 10.0 cm, aligning the inner edges of the clips with the marks.

  3. Read the resistance on the 20 Ω range of the digital ohmmeter (resolution 0.01 Ω).

  4. Remove and replace the sliding clip at the same mark twice more, recording three readings, to include the variation in contact resistance.

  5. Repeat for lengths from 10.0 cm to 80.0 cm in steps of 10.0 cm.

  6. Touch the two clips together and record the resistance of the leads and contacts alone.

Each step names a quantity or setting that could otherwise be done differently. Step 6 anticipates a systematic error that will show up as an intercept on the graph.

Common mistake

Writing the method as a list of instructions with no reasons, then adding the reasons nowhere else. The instructions make the method repeatable; the reasons make it a design. Both are needed.

Safety, ethics and the environment

A risk assessment identifies each hazard, how harm could happen and the precautions taken. It is short, specific to the investigation, and approved by the teacher before work begins. Generic statements ("wear safety glasses") earn little unless they address a real hazard of the method.

Hazard

Risk

Precaution

Hot water at 70–90 °C

Scalds if the container tips

Container in a tray on a stable bench; fill with a jug, never by carrying a full beaker

A heavy mass on a spring or string

Injury to feet if it falls

Clamp stand weighted or G-clamped to the bench; a box of sand beneath the mass

A stretched wire that may snap

Eye injury from the whipping ends

Safety glasses; load added gradually; stand to the side

A sealed radioactive source

Unnecessary dose

Handled with tongs, kept at arm's length, used for the shortest time, returned to its store; school local rules followed

A laser pointer (class 2)

Eye damage from the direct beam

Beam kept below eye level and directed at a wall; no reflective jewellery

Mains-powered equipment

Electric shock

Equipment checked and tested; no liquids near sockets

Ethical issues arise when people take part, for example in an investigation of reaction time or of the force of a jump. Participants give informed consent, can stop at any time, are not put at risk, and are not identifiable in the report. Environmental impact covers disposal of materials (batteries, chemicals, broken glass) and avoidable energy use. If there are no issues of one kind, a sentence saying so with a reason is enough.

Databases and simulations as approaches

A database or simulation investigation needs the same three strands as a practical one: a specific context, an explained methodology and a repeatable description. What changes is the meaning of "methodology".

Database investigations

In a database investigation the data are secondary data measured by others. The methodology is the way the data are chosen and checked.

  • The source. Name it and explain why it is reliable (a scientific organisation, a peer-reviewed survey, a stated measurement method).

  • The selection criteria. State exactly which records were used and why: for example, "planets of a single star, so that the star's mass is the same for all; only those with both period and orbital radius listed".

  • The size of the sample. Enough records to show a trend and its scatter, and no cherry-picking of the ones that fit.

  • The uncertainties. Many databases list uncertainties with each value; these are used for error bars. If none are given, the report says how they were estimated.

  • Repeatability. The date the data were accessed and the filters applied, so that someone else could extract the same records.

Definition

Secondary data are data collected by someone else and selected by the investigator, for example from a published database. Primary data are collected or generated by the investigator.

Database investigations have no apparatus to describe, so the selection process carries the methodological marks. A bare statement such as "data were taken from the internet" earns nothing in that strand.

Simulation investigations

A simulation produces primary data from a computer model run by the student. The methodology explains which simulation was used, why its physical model is suitable, what settings were chosen and how the outputs were read. A simulation that simply evaluates a textbook formula gives nothing to investigate; a good one includes physics that a simple formula does not (fluid resistance, many particles, large amplitudes) or produces results with scatter.

  • The model. What physics the simulation includes and leaves out, from its documentation.

  • The settings. Every parameter fixed (the control variables) and the independent variable's range.

  • Resolution of the outputs. A simulation reading has an uncertainty set by the number of digits displayed, the scale of an on-screen ruler or the size of the time step.

  • Validation. A check that the simulation reproduces a known result in a simple case, such as the range of a projectile with fluid resistance switched off.

Tip

Combining approaches makes a strong design. A spreadsheet model built from equations can be compared with measured data, or a simulation can be used to predict the effect of a variable that cannot be changed in the laboratory, with the prediction then tested at a few accessible values.

Applying the ideas

Exam tip

In the method, a moderator should be able to find, without hunting: the independent variable and its range, the dependent variable and how it was measured, each control variable and how it was controlled, the number of repeats, and the instruments with their resolution. A variables table plus a labelled diagram covers most of this in very few words.

Worked example

A student investigates how the temperature of a squash ball affects its rebound height. The method says: "Heat the ball in water to different temperatures, drop it and measure how high it bounces." Identify three weaknesses in the research design and suggest an improvement for each.

Show the answer
  • The range and values are not stated. Improvement: five to seven temperatures, for example 20 °C to 70 °C in steps of 10 °C, measured with a digital thermometer in the water bath.

  • The ball's temperature is not controlled after leaving the water. It cools at once and is wet. Improvement: leave the ball in the bath for 5 minutes, dry it quickly, and drop it within 10 s; a pilot can measure how much it cools in 10 s with an infrared thermometer.

  • The drop height and the way the rebound is measured are not specified. Improvement: drop from 1.00 m (bottom of the ball) onto the same concrete floor, and film the rebound at 240 frames per second against a metre rule, reading the height at the top of the bounce from the frame.

A fourth improvement would add repeats: three drops at each temperature, reheating between drops.

Each weakness in that example is one that a pilot run would have exposed, which is why piloting appears in every strong design.

Worked example

A student uses a published catalogue of nearby stars to investigate how a star's luminosity depends on its mass. Write two sentences of methodology that would earn credit for explaining how the data were selected.

Show the answer

"Only main-sequence stars with masses determined from binary orbits were selected, because masses estimated from luminosity would assume the very relationship being tested. Of the 74 such stars in the catalogue (accessed 12 March), the three with mass uncertainties above 10% were excluded, leaving 71 stars spanning masses from 0.2 to 15 solar masses."

The numbers are illustrative. The sentences give the reason for each filter, the size of the sample, the range covered and the date of access, so the selection could be repeated.

Self-check

  • To do:

    I can write a specific context for a research question, with the predicting equation and its assumptions.

  • To do:

    I can explain, not just describe, each methodological choice.

  • To do:

    I can choose instruments with suitable resolution and justify the choice.

  • To do:

    I can choose and justify the range, number and spacing of values and the number of repeats.

  • To do:

    I can name the techniques for controlling variables and match them to physics examples.

  • To do:

    I can describe what a pilot study shows and how it changes a method.

  • To do:

    I can write a method, with a labelled diagram, that another person could repeat.

  • To do:

    I can write a specific risk assessment and address ethical and environmental issues.

  • To do:

    I can explain the methodology of a database or simulation investigation.

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