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Sampling Methods – Types, Techniques and Examples

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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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Muhammad Hassan

Researcher, Academic Writer, Web developer

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Sampling Methods In Reseach: Types, Techniques, & Examples

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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.

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.).

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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• Sampling Methods | Types, Techniques, & Examples

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.

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.

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.

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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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.

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?

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.

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.

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 .

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.

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.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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Excellent and helpful. Best site to get a full understanding of Research methodology. I’m nolonger as “clueless “..😉

Excellent and helpful for junior researcher!

Grad Coach tutorials are excellent – I recommend them to everyone doing research. I will be working with a sample of imprisoned women and now have a much clearer idea concerning sampling. Thank you to all at Grad Coach for generously sharing your expertise with students.

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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

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

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

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

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.

References (pdf)

Mohamed Khalifa

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No Comments on What are sampling methods and how do you choose the best one?

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

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

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

Very informative and useful for my study. Thank you

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.

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

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Statistics Made Easy

Types of Sampling Methods (With Examples)

Researchers are often interested in answering questions about populations like:

• What is the average height of a certain species of plant?
• What is the average weight of a certain species of bird?
• What percentage of citizens in a certain city support a certain law?

One way to answer these questions is to go around and collect data on every single individual in the population of interest.

However, this is typically too costly and time-consuming which is why researchers instead take a  sample  of the population and use the data from the sample to draw conclusions about the population as a whole.

There are many different methods researchers can potentially use to obtain individuals to be in a sample. These are known as  sampling methods .

In this post we share the most commonly used sampling methods in statistics, including the benefits and drawbacks of the various methods.

Probability Sampling Methods

The first class of sampling methods is known as  probability sampling methods  because every member in a population has an equal probability of being selected to be in the sample.

Simple random sample

Definition: Every member of a population has an equal chance of being selected to be in the sample. Randomly select members through the use of a random number generator or some means of random selection. 

Example: We put the names of every student in a class into a hat and randomly draw out names to get a sample of students.

Benefit:  Simple random samples are usually representative of the population we’re interested in since every member has an equal chance of being included in the sample.

Stratified random sample

Definition: Split a population into groups. Randomly select some members from each group to be in the sample.

Example: Split up all students in a school according to their grade – freshman, sophomores, juniors, and seniors. Ask 50 students from each grade to complete a survey about the school lunches.

Benefit:  Stratified random samples ensure that members from each group in the population are included in the survey.

Cluster random sample

Definition: Split a population into clusters. Randomly select some of the clusters and include all members from those clusters in the sample.

Example: A company that gives whale watching tours wants to survey its customers. Out of ten tours they give one day, they randomly select four tours and ask every customer about their experience.

Benefit: Cluster random samples get every member from some of the groups, which is useful when each group is reflective of the population as a whole.

Systematic random sample

Definition:  Put every member of a population into some order. Choosing a random starting point and select every n th member to be in the sample.

Example:  A teacher puts students in alphabetical order according to their last name, randomly chooses a starting point, and picks every 5th student to be in the sample.

Benefit: Systematic random samples are usually representative of the population we’re interested in since every member has an equal chance of being included in the sample.

Non-probability Sampling Methods

Another class of sampling methods is known as non-probability sampling methods  because not every member in a population has an equal probability of being selected to be in the sample.

This type of sampling method is sometimes used because it’s much cheaper and more convenient compared to probability sampling methods. It’s often used during exploratory analysis when researchers simply want to gain an initial understanding of a population.

However, the samples that result from these sampling methods cannot be used to draw inferences about the populations they came from because they typically aren’t representative samples.

Convenience sample

Definition:  Choose members of a population that are readily available to be included in the sample.

Example:  A researcher stands in front of a library during the day and polls people that happen to walk by.

Drawback: Location and time of day will affect the results. More than likely, the sample will suffer from undercoverage bias since certain people (e.g. those who work during the day) will not be represented as much in the sample.

Voluntary response sample

Definition:  A researcher puts out a request for volunteers to be included in a study and members of a population voluntarily decide to be included in the sample or not. 

Example:  A radio host asks listeners to go online and take a survey on his website.

Drawback:   People who voluntarily respond will likely have stronger opinions (positive or negative) than the rest of the population, which makes them an unrepresentative sample. Using this sampling method, the sample is likely to suffer from nonresponse bias – certain groups of people are simply less likely to provide responses.

Snowball sample

Definition:  Researchers recruit initial subjects to be in a study and then ask those initial subjects to recruit additional subjects to be in the study. Using this approach, the sample size “snowballs” bigger and bigger as each additional subject recruits more subjects.

Example: Researchers are conducting a study of individuals with rare diseases, but it’s difficult to find individuals who actually have the disease. However, if they can find just a few initial individuals to be in the study then they can ask them to recruit further individuals they may know through a private support group or through some other means.

Drawback:   Sampling bias is likely to occur. Because initial subjects recruit additional subjects, it’s likely that many of the subjects will share similar traits or characteristics that might be unrepresentative of the larger population under study. Thus, findings from the sample can’t be extrapolated to the population.

Read more about snowballing sampling here .

Purposive sample

Definition:  Researchers recruit individuals based on who they think will be most useful based on the purpose of their study.

Example:  Researchers want to know about the opinions that individuals in a city have about a potential new rock climbing gym being placed in the city square so they purposely seek out individuals that hang out at other rock climbing gyms around the city.

Drawback:   The individuals in the sample are unlikely to be representative of the overall population. Thus, findings from the sample can’t be extrapolated to the population.

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6 Replies to “Types of Sampling Methods (With Examples)”

Thank You for explaining the sampling types with simple easy to understand examples. According to me this feedback falls under voluntary type as you ask to fill forms online which not compulsory ……. hope I understand the concept.

Insightful. Thanks for sharing these notes.

Wow this is amazing it’s really understandable

I am so glad I found your site

Nice topic before reading this I have no idea about the topic but reading it makes me understand the whole concept of it thanks to you for making this topic simple. The words you use and the examples you gave were like very simple to understand for a person. The topic may be explained in another way in difficult manner but you choosed simple words to make understand the difficult topic. Thank you sir for this information.

I really enjoyed the whole course. A great course about sampling.

Simple rendom sampling Stratified random sample Cluster random sample Systematic random sample Non-probability Sampling Methods Convenience sample Voluntary response sample Snowball sample Purposive sample

All the topic explained in a very simple way really amazing Thanks 👍

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In This Article Expand or collapse the "in this article" section Qualitative, Quantitative, and Mixed Methods Research Sampling Strategies

Introduction.

• Sampling Strategies
• Sample Size
• Qualitative Design Considerations
• Discipline Specific and Special Considerations
• Sampling Strategies Unique to Mixed Methods Designs

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Qualitative, Quantitative, and Mixed Methods Research Sampling Strategies by Timothy C. Guetterman LAST REVIEWED: 26 February 2020 LAST MODIFIED: 26 February 2020 DOI: 10.1093/obo/9780199756810-0241

Sampling is a critical, often overlooked aspect of the research process. The importance of sampling extends to the ability to draw accurate inferences, and it is an integral part of qualitative guidelines across research methods. Sampling considerations are important in quantitative and qualitative research when considering a target population and when drawing a sample that will either allow us to generalize (i.e., quantitatively) or go into sufficient depth (i.e., qualitatively). While quantitative research is generally concerned with probability-based approaches, qualitative research typically uses nonprobability purposeful sampling approaches. Scholars generally focus on two major sampling topics: sampling strategies and sample sizes. Or simply, researchers should think about who to include and how many; both of these concerns are key. Mixed methods studies have both qualitative and quantitative sampling considerations. However, mixed methods studies also have unique considerations based on the relationship of quantitative and qualitative research within the study.

Sampling in Qualitative Research

Sampling in qualitative research may be divided into two major areas: overall sampling strategies and issues around sample size. Sampling strategies refers to the process of sampling and how to design a sampling. Qualitative sampling typically follows a nonprobability-based approach, such as purposive or purposeful sampling where participants or other units of analysis are selected intentionally for their ability to provide information to address research questions. Sample size refers to how many participants or other units are needed to address research questions. The methodological literature about sampling tends to fall into these two broad categories, though some articles, chapters, and books cover both concepts. Others have connected sampling to the type of qualitative design that is employed. Additionally, researchers might consider discipline specific sampling issues as much research does tend to operate within disciplinary views and constraints. Scholars in many disciplines have examined sampling around specific topics, research problems, or disciplines and provide guidance to making sampling decisions, such as appropriate strategies and sample size.

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Sampling methods, types & techniques.

15 min read Find out how sampling works, when to use it and how to select a representative sample for your research survey.

What is sampling?

In survey research, sampling is the process of using a subset of a population to represent the whole population. To help illustrate this further, let’s look at data sampling methods with examples below.

Let’s say you wanted to do some research on everyone in North America. To ask every person would be almost impossible. Even if everyone said “yes”, carrying out a  survey  across different states, in different languages and timezones, and then collecting and processing all the results, would take a long time and be very costly.

Sampling allows large-scale research to be carried out with a more realistic cost and time-frame because it uses a smaller number of individuals in the population with representative characteristics to stand in for the whole.

However, when you decide to sample, you take on a new task. You have to decide who is part of your sample list and how to choose the people who will best represent the whole population. How you go about that is what the practice of sampling is all about.

Sampling definitions

• Population:  The total number of people or things you are interested in
• Sample:  A smaller number within your population that will represent the whole
• Sampling:  The process and method of selecting your sample

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Why is sampling important?

Although the idea of sampling is easiest to understand when you think about a very large population, it makes sense to use sampling methods in research studies of all types and sizes. After all, if you can reduce the effort and cost of doing a study, why wouldn’t you? And because sampling allows you to research larger target populations using the same resources as you would smaller ones, it dramatically opens up the possibilities for research.

Sampling is a little like having gears on a car or bicycle. Instead of always turning a set of wheels of a specific size and being constrained by their physical properties, it allows you to translate your effort to the wheels via the different gears, so you’re effectively choosing bigger or smaller wheels depending on the terrain you’re on and how much work you’re able to do.

Sampling allows you to “gear” your research so you’re less limited by the constraints of cost, time, and complexity that come with different population sizes.

It allows us to do things like carrying out exit polls during elections, map the spread and effects rates of epidemics across geographical areas, and carry out nationwide census research that provides a snapshot of society and culture.

Types of sampling

Sampling strategies in research vary widely across different disciplines and research areas, and from study to study.

There are two major types of sampling methods: probability and non-probability sampling.

• Probability sampling , also known as  random sampling , is a kind of sample selection where randomisation is used instead of deliberate choice. Each member of the population has a known, non-zero chance of being selected.
• Non-probability sampling  techniques are where the researcher deliberately picks items or individuals for the sample based on non-random factors such as convenience, geographic availability, or costs.

As we delve into these categories, it’s essential to understand the nuances and applications of each method to ensure that the chosen sampling strategy aligns with the research goals.

Probability sampling methods

There’s a wide range of probability sampling methods to explore and consider. Here are some of the best-known options.

1. Simple random sampling

With  simple random sampling , every element in the population has an equal chance of being selected as part of the sample. It’s something like picking a name out of a hat. Simple random sampling can be done by anonymising the population – e.g. by assigning each item or person in the population a number and then picking numbers at random.

Pros:  Simple random sampling is easy to do and cheap. Designed to ensure that every member of the population has an equal chance of being selected, it reduces the risk of bias compared to non-random sampling.

Cons:  It offers no control for the researcher and may lead to unrepresentative groupings being picked by chance.

2. Systematic sampling

With  systematic sampling  the random selection only applies to the first item chosen. A rule then applies so that every nth item or person after that is picked.

Best practice is to sort your list in a random way to ensure that selections won’t be accidentally clustered together. This is commonly achieved using a random number generator. If that’s not available you might order your list alphabetically by first name and then pick every fifth name to eliminate bias, for example.

Next, you need to decide your sampling interval – for example, if your sample will be 10% of your full list, your sampling interval is one in 10 – and pick a random start between one and 10 – for example three. This means you would start with person number three on your list and pick every tenth person.

Pros:  Systematic sampling is efficient and straightforward, especially when dealing with populations that have a clear order. It ensures a uniform selection across the population.

Cons:  There’s a potential risk of introducing bias if there’s an unrecognized pattern in the population that aligns with the sampling interval.

3. Stratified sampling

Stratified sampling  involves random selection within predefined groups. It’s a useful method for researchers wanting to determine what aspects of a sample are highly correlated with what’s being measured. They can then decide how to subdivide (stratify) it in a way that makes sense for the research.

For example, you want to measure the height of students at a university where 80% of students are female and 20% are male. We know that gender is highly correlated with height, and if we took a simple random sample of 200 students (out of the 2,000 who attend the university), we could by chance get 200 females and not one male. This would bias our results and we would underestimate the height of students overall. Instead, we could stratify by gender and make sure that 20% of our sample (40 students) are male and 80% (160 students) are female.

Pros:  Stratified sampling enhances the representation of all identified subgroups within a population, leading to more accurate results in heterogeneous populations.

Cons:  This method requires accurate knowledge about the population’s stratification, and its design and execution can be more intricate than other methods.

4. Cluster sampling

With cluster sampling, groups rather than individual units of the target population are selected at random for the sample. These might be pre-existing groups, such as people in certain zip codes or students belonging to an academic year.

Cluster sampling can be done by selecting the entire cluster, or in the case of two-stage cluster sampling, by randomly selecting the cluster itself, then selecting at random again within the cluster.

Pros:  Cluster sampling is economically beneficial and logistically easier when dealing with vast and geographically dispersed populations.

Cons:  Due to potential similarities within clusters, this method can introduce a greater sampling error compared to other methods.

Non-probability sampling methods

The  non-probability sampling  methodology doesn’t offer the same bias-removal benefits as probability sampling, but there are times when these types of sampling are chosen for expediency or simplicity. Here are some forms of non-probability sampling and how they work.

1. Convenience sampling

People or elements in a sample are selected on the basis of their accessibility and availability. If you are doing a research survey and you work at a university, for example, a convenience sample might consist of students or co-workers who happen to be on campus with open schedules who are willing to take your  questionnaire .

This kind of sample can have value, especially if it’s done as an early or preliminary step, but significant bias will be introduced.

Pros:  Convenience sampling is the most straightforward method, requiring minimal planning, making it quick to implement.

Cons:  Due to its non-random nature, the method is highly susceptible to biases, and the results are often lacking in their application to the real world.

2. Quota sampling

Like the probability-based stratified sampling method, this approach aims to achieve a spread across the target population by specifying who should be recruited for a survey according to certain groups or criteria.

For example, your quota might include a certain number of males and a certain number of females. Alternatively, you might want your samples to be at a specific income level or in certain age brackets or ethnic groups.

Pros:  Quota sampling ensures certain subgroups are adequately represented, making it great for when random sampling isn’t feasible but representation is necessary.

Cons:  The selection within each quota is non-random and researchers’ discretion can influence the representation, which both strongly increase the risk of bias.

3. Purposive sampling

Participants for the sample are chosen consciously by researchers based on their knowledge and understanding of the research question at hand or their goals.

Also known as judgment sampling, this technique is unlikely to result in a  representative sample , but it is a quick and fairly easy way to get a range of results or responses.

Pros:  Purposive sampling targets specific criteria or characteristics, making it ideal for studies that require specialised participants or specific conditions.

Cons:  It’s highly subjective and based on researchers’ judgment, which can introduce biases and limit the study’s real-world application.

4. Snowball or referral sampling

With this approach, people recruited to be part of a sample are asked to invite those they know to take part, who are then asked to invite their friends and family and so on. The participation radiates through a community of connected individuals like a snowball rolling downhill.

Pros:  Especially useful for hard-to-reach or secretive populations, snowball sampling is effective for certain niche studies.

Cons:  The method can introduce bias due to the reliance on participant referrals, and the choice of initial seeds can significantly influence the final sample.

What type of sampling should I use?

Choosing the right sampling method is a pivotal aspect of any research process, but it can be a stumbling block for many.

Here’s a structured approach to guide your decision.

1) Define your research goals

If you aim to get a general sense of a larger group, simple random or stratified sampling could be your best bet. For focused insights or studying unique communities, snowball or purposive sampling might be more suitable.

2) Assess the nature of your population

The nature of the group you’re studying can guide your method. For a diverse group with different categories, stratified sampling can ensure all segments are covered. If they’re widely spread geographically, cluster sampling becomes useful. If they’re arranged in a certain sequence or order, systematic sampling might be effective.

3) Consider your constraints

Your available time, budget and ease of accessing participants matter. Convenience or quota sampling can be practical for quicker studies, but they come with some trade-offs. If reaching everyone in your desired group is challenging, snowball or purposive sampling can be more feasible.

4) Determine the reach of your findings

Decide if you want your findings to represent a much broader group. For a wider representation, methods that include everyone fairly (like  probability sampling ) are a good option. For specialised insights into specific groups, non-probability sampling methods can be more suitable.

5) Get feedback

Before fully committing, discuss your chosen method with others in your field and consider a test run.

Avoid or reduce sampling errors and bias

Using a sample is a kind of short-cut. If you could ask every single person in a population to take part in your study and have each of them reply, you’d have a highly accurate (and very labor-intensive) project on your hands.

But since that’s not realistic, sampling offers a “good-enough” solution that sacrifices some accuracy for the sake of practicality and ease. How much accuracy you lose out on depends on how well you control for sampling error , non-sampling error, and bias in your survey design. Our blog post helps you to steer clear of some of these issues.

How to choose the correct sample size

Finding the best sample size for your target population is something you’ll need to do again and again, as it’s different for every study.

To make life easier, we’ve provided a  sample size calculator . To use it, you need to know your:

• Population size
• Confidence level
• Margin of error  (confidence interval)

If any of those terms are unfamiliar, have a look at our blog post on  determining sample size  for details of what they mean and how to find them.

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Related resources

Sampling and non-sampling errors 10 min read, determining sample size 12 min read, selection bias: how to avoid errors in research 11 min read, systematic random sampling 12 min read, convenience sampling 18 min read, non-probability sampling 17 min read, simple random sampling 9 min read, request demo.

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Sampling Methods: Guide To All Types with Examples

Sampling is an essential part of any research project. The right sampling method can make or break the validity of your research, and it’s essential to choose the right method for your specific question. In this article, we’ll take a closer look at some of the most popular sampling methods and provide real-world examples of how they can be used to gather accurate and reliable data.

LEARN ABOUT:   Research Process Steps

From simple random sampling to complex stratified sampling , we’ll explore each method’s pros, cons, and best practices. So, whether you’re a seasoned researcher or just starting your journey, this article is a must-read for anyone looking to master sampling methods. Let’s get started!

Content Index

What is sampling?

Types of sampling: sampling methods, types of probability sampling with examples:, uses of probability sampling, types of non-probability sampling with examples, uses of non-probability sampling, how do you decide on the type of sampling to use, difference between probability sampling and non-probability sampling methods.

Sampling is a technique of selecting individual members or a subset of the population to make statistical inferences from them and estimate the characteristics of the whole population. Different sampling methods are widely used by researchers in market research so that they do not need to research the entire population to collect actionable insights.

It is also a time-convenient and cost-effective method and hence forms the basis of any research design . Sampling techniques can be used in research survey software for optimum derivation.

For example, suppose a drug manufacturer would like to research the adverse side effects of a drug on the country’s population. In that case, it is almost impossible to conduct a research study that involves everyone. In this case, the researcher decides on a sample of people from each demographic and then researches them, giving him/her indicative feedback on the drug’s behavior.

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Sampling in market action research is of two types – probability sampling and non-probability sampling. Let’s take a closer look at these two methods of sampling.

• Probability sampling: Probability sampling is a sampling technique where a researcher selects a few criteria and chooses members of a population randomly. All the members have an equal opportunity to participate in the sample with this selection parameter.
• Non-probability sampling: In non-probability sampling, the researcher randomly chooses members for research. This sampling method is not a fixed or predefined selection process. This makes it difficult for all population elements to have equal opportunities to be included in a sample.

This blog discusses the various probability and non-probability sampling methods you can implement in any market research study.

LEARN ABOUT: Survey Sampling

Probability sampling is a technique in which researchers choose samples from a larger population based on the theory of probability. This sampling method considers every member of the population and forms samples based on a fixed process.

For example, in a population of 1000 members, every member will have a 1/1000 chance of being selected to be a part of a sample. Probability sampling eliminates sampling bias in the population and allows all members to be included in the sample.

There are four types of probability sampling techniques:

• Simple random sampling: One of the best probability sampling techniques that helps in saving time and resources is the Simple Random Sampling method. It is a reliable method of obtaining information where every single member of a population is chosen randomly, merely by chance. Each individual has the same probability of being chosen to be a part of a sample. For example, in an organization of 500 employees, if the HR team decides on conducting team-building activities, they would likely prefer picking chits out of a bowl. In this case, each of the 500 employees has an equal opportunity of being selected.
• Cluster sampling: Cluster sampling is a method where the researchers divide the entire population into sections or clusters representing a population. Clusters are identified and included in a sample based on demographic parameters like age, sex, location, etc. This makes it very simple for a survey creator to derive effective inferences from the feedback. For example, suppose the United States government wishes to evaluate the number of immigrants living in the Mainland US. In that case, they can divide it into clusters based on states such as California, Texas, Florida, Massachusetts, Colorado, Hawaii, etc. This way of conducting a survey will be more effective as the results will be organized into states and provide insightful immigration data.
• Systematic sampling: Researchers use the systematic sampling method to choose the sample members of a population at regular intervals. It requires selecting a starting point for the sample and sample size determination that can be repeated at regular intervals. This type of sampling method has a predefined range; hence, this sampling technique is the least time-consuming. For example, a researcher intends to collect a systematic sample of 500 people in a population of 5000. He/she numbers each element of the population from 1-5000 and will choose every 10th individual to be a part of the sample (Total population/ Sample Size = 5000/500 = 10).
• Stratified random sampling: Stratified random sampling is a method in which the researcher divides the population into smaller groups that don’t overlap but represent the entire population. While sampling, these groups can be organized, and then draw a sample from each group separately. For example, a researcher looking to analyze the characteristics of people belonging to different annual income divisions will create strata (groups) according to the annual family income. Eg – less than $20,000, $21,000 – $30,000, $31,000 to $40,000, $41,000 to $50,000, etc. By doing this, the researcher concludes the characteristics of people belonging to different income groups. Marketers can analyze which income groups to target and which ones to eliminate to create a roadmap that would bear fruitful results.

LEARN ABOUT: Purposive Sampling

There are multiple uses of probability sampling:

• Reduce Sample Bias: Using the probability sampling method, the research bias in the sample derived from a population is negligible to non-existent. The sample selection mainly depicts the researcher’s understanding and inference. Probability sampling leads to higher-quality data collection as the sample appropriately represents the population.
• Diverse Population: When the population is vast and diverse, it is essential to have adequate representation so that the data is not skewed toward one demographic . For example, suppose Square would like to understand the people that could make their point-of-sale devices. In that case, a survey conducted from a sample of people across the US from different industries and socio-economic backgrounds helps.
• Create an Accurate Sample: Probability sampling helps the researchers plan and create an accurate sample. This helps to obtain well-defined data.

The non-probability method is a sampling method that involves a collection of feedback based on a researcher or statistician’s sample selection capabilities and not on a fixed selection process. In most situations, the output of a survey conducted with a non-probable sample leads to skewed results, which may not represent the desired target population. But, there are situations, such as the preliminary stages of research or cost constraints for conducting research, where non-probability sampling will be much more useful than the other type.

Four types of non-probability sampling explain the purpose of this sampling method in a better manner:

• Convenience sampling: This method depends on the ease of access to subjects such as surveying customers at a mall or passers-by on a busy street. It is usually termed as convenience sampling  because of the researcher’s ease of carrying it out and getting in touch with the subjects. Researchers have nearly no authority to select the sample elements, and it’s purely done based on proximity and not representativeness. This non-probability sampling method is used when there are time and cost limitations in collecting feedback. In situations with resource limitations, such as the initial stages of research, convenience sampling is used. For example, startups and NGOs usually conduct convenience sampling at a mall to distribute leaflets of upcoming events or promotion of a cause – they do that by standing at the mall entrance and giving out pamphlets randomly.
• Judgmental or purposive sampling: Judgmental or purposive samples are formed at the researcher’s discretion. Researchers purely consider the purpose of the study, along with the understanding of the target audience. For instance, when researchers want to understand the thought process of people interested in studying for their master’s degree. The selection criteria will be: “Are you interested in doing your masters in …?” and those who respond with a “No” are excluded from the sample.
• Snowball sampling: Snowball sampling is a sampling method that researchers apply when the subjects are difficult to trace. For example, surveying shelterless people or illegal immigrants will be extremely challenging. In such cases, using the snowball theory, researchers can track a few categories to interview and derive results. Researchers also implement this sampling method when the topic is highly sensitive and not openly discussed—for example, surveys to gather information about HIV Aids. Not many victims will readily respond to the questions. Still, researchers can contact people they might know or volunteers associated with the cause to get in touch with the victims and collect information.
• Quota sampling:   In Quota sampling , members in this sampling technique selection happens based on a pre-set standard. In this case, as a sample is formed based on specific attributes, the created sample will have the same qualities found in the total population. It is a rapid method of collecting samples.

Non-probability sampling is used for the following:

• Create a hypothesis: Researchers use the non-probability sampling method to create an assumption when limited to no prior information is available. This method helps with the immediate return of data and builds a base for further research.
• Exploratory research: Researchers use this sampling technique widely when conducting qualitative research, pilot studies, or exploratory research .
• Budget and time constraints: The non-probability method when there are budget and time constraints, and some preliminary data must be collected. Since the survey design is not rigid, it is easier to pick respondents randomly and have them take the survey or questionnaire .

For any research, it is essential to choose a sampling method accurately to meet the goals of your study. The effectiveness of your sampling relies on various factors. Here are some steps expert researchers follow to decide the best sampling method.

• Jot down the research goals. Generally, it must be a combination of cost, precision, or accuracy.
• Identify the effective sampling techniques that might potentially achieve the research goals.
• Test each of these methods and examine whether they help achieve your goal.
• Select the method that works best for the research.

Unlock the power of accurate sampling!

We have looked at the different types of sampling methods above and their subtypes. To encapsulate the whole discussion, though, the significant differences between probability sampling methods and non-probability sampling methods are as below:

Now that we have learned how different sampling methods work and are widely used by researchers in market research so that they don’t need to research the entire population to collect actionable insights, let’s go over a tool that can help you manage these insights.

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QuestionPro understands the need for an accurate, timely, and cost-effective method to select the proper sample; that’s why we bring QuestionPro Software, a set of tools that allow you to efficiently select your target audience , manage your insights in an organized, customizable repository and community management for post-survey feedback.

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Sampling is the statistical process of selecting a subset—called a ‘sample’—of a population of interest for the purpose of making observations and statistical inferences about that population. Social science research is generally about inferring patterns of behaviours within specific populations. We cannot study entire populations because of feasibility and cost constraints, and hence, we must select a representative sample from the population of interest for observation and analysis. It is extremely important to choose a sample that is truly representative of the population so that the inferences derived from the sample can be generalised back to the population of interest. Improper and biased sampling is the primary reason for the often divergent and erroneous inferences reported in opinion polls and exit polls conducted by different polling groups such as CNN/Gallup Poll, ABC, and CBS, prior to every US Presidential election.

The sampling process

As Figure 8.1 shows, the sampling process comprises of several stages. The first stage is defining the target population. A population can be defined as all people or items ( unit of analysis ) with the characteristics that one wishes to study. The unit of analysis may be a person, group, organisation, country, object, or any other entity that you wish to draw scientific inferences about. Sometimes the population is obvious. For example, if a manufacturer wants to determine whether finished goods manufactured at a production line meet certain quality requirements or must be scrapped and reworked, then the population consists of the entire set of finished goods manufactured at that production facility. At other times, the target population may be a little harder to understand. If you wish to identify the primary drivers of academic learning among high school students, then what is your target population: high school students, their teachers, school principals, or parents? The right answer in this case is high school students, because you are interested in their performance, not the performance of their teachers, parents, or schools. Likewise, if you wish to analyse the behaviour of roulette wheels to identify biased wheels, your population of interest is not different observations from a single roulette wheel, but different roulette wheels (i.e., their behaviour over an infinite set of wheels).

The second step in the sampling process is to choose a sampling frame . This is an accessible section of the target population—usually a list with contact information—from where a sample can be drawn. If your target population is professional employees at work, because you cannot access all professional employees around the world, a more realistic sampling frame will be employee lists of one or two local companies that are willing to participate in your study. If your target population is organisations, then the Fortune 500 list of firms or the Standard & Poor’s (S&P) list of firms registered with the New York Stock exchange may be acceptable sampling frames.

Note that sampling frames may not entirely be representative of the population at large, and if so, inferences derived by such a sample may not be generalisable to the population. For instance, if your target population is organisational employees at large (e.g., you wish to study employee self-esteem in this population) and your sampling frame is employees at automotive companies in the American Midwest, findings from such groups may not even be generalisable to the American workforce at large, let alone the global workplace. This is because the American auto industry has been under severe competitive pressures for the last 50 years and has seen numerous episodes of reorganisation and downsizing, possibly resulting in low employee morale and self-esteem. Furthermore, the majority of the American workforce is employed in service industries or in small businesses, and not in automotive industry. Hence, a sample of American auto industry employees is not particularly representative of the American workforce. Likewise, the Fortune 500 list includes the 500 largest American enterprises, which is not representative of all American firms, most of which are medium or small sized firms rather than large firms, and is therefore, a biased sampling frame. In contrast, the S&P list will allow you to select large, medium, and/or small companies, depending on whether you use the S&P LargeCap, MidCap, or SmallCap lists, but includes publicly traded firms (and not private firms) and is hence still biased. Also note that the population from which a sample is drawn may not necessarily be the same as the population about which we actually want information. For example, if a researcher wants to examine the success rate of a new ‘quit smoking’ program, then the target population is the universe of smokers who had access to this program, which may be an unknown population. Hence, the researcher may sample patients arriving at a local medical facility for smoking cessation treatment, some of whom may not have had exposure to this particular ‘quit smoking’ program, in which case, the sampling frame does not correspond to the population of interest.

The last step in sampling is choosing a sample from the sampling frame using a well-defined sampling technique. Sampling techniques can be grouped into two broad categories: probability (random) sampling and non-probability sampling. Probability sampling is ideal if generalisability of results is important for your study, but there may be unique circumstances where non-probability sampling can also be justified. These techniques are discussed in the next two sections.

Probability sampling

Probability sampling is a technique in which every unit in the population has a chance (non-zero probability) of being selected in the sample, and this chance can be accurately determined. Sample statistics thus produced, such as sample mean or standard deviation, are unbiased estimates of population parameters, as long as the sampled units are weighted according to their probability of selection. All probability sampling have two attributes in common: every unit in the population has a known non-zero probability of being sampled, and the sampling procedure involves random selection at some point. The different types of probability sampling techniques include:

Stratified sampling. In stratified sampling, the sampling frame is divided into homogeneous and non-overlapping subgroups (called ‘strata’), and a simple random sample is drawn within each subgroup. In the previous example of selecting 200 firms from a list of 1,000 firms, you can start by categorising the firms based on their size as large (more than 500 employees), medium (between 50 and 500 employees), and small (less than 50 employees). You can then randomly select 67 firms from each subgroup to make up your sample of 200 firms. However, since there are many more small firms in a sampling frame than large firms, having an equal number of small, medium, and large firms will make the sample less representative of the population (i.e., biased in favour of large firms that are fewer in number in the target population). This is called non-proportional stratified sampling because the proportion of the sample within each subgroup does not reflect the proportions in the sampling frame—or the population of interest—and the smaller subgroup (large-sized firms) is oversampled . An alternative technique will be to select subgroup samples in proportion to their size in the population. For instance, if there are 100 large firms, 300 mid-sized firms, and 600 small firms, you can sample 20 firms from the ‘large’ group, 60 from the ‘medium’ group and 120 from the ‘small’ group. In this case, the proportional distribution of firms in the population is retained in the sample, and hence this technique is called proportional stratified sampling. Note that the non-proportional approach is particularly effective in representing small subgroups, such as large-sized firms, and is not necessarily less representative of the population compared to the proportional approach, as long as the findings of the non-proportional approach are weighted in accordance to a subgroup’s proportion in the overall population.

Cluster sampling. If you have a population dispersed over a wide geographic region, it may not be feasible to conduct a simple random sampling of the entire population. In such case, it may be reasonable to divide the population into ‘clusters’—usually along geographic boundaries—randomly sample a few clusters, and measure all units within that cluster. For instance, if you wish to sample city governments in the state of New York, rather than travel all over the state to interview key city officials (as you may have to do with a simple random sample), you can cluster these governments based on their counties, randomly select a set of three counties, and then interview officials from every office in those counties. However, depending on between-cluster differences, the variability of sample estimates in a cluster sample will generally be higher than that of a simple random sample, and hence the results are less generalisable to the population than those obtained from simple random samples.

Matched-pairs sampling. Sometimes, researchers may want to compare two subgroups within one population based on a specific criterion. For instance, why are some firms consistently more profitable than other firms? To conduct such a study, you would have to categorise a sampling frame of firms into ‘high profitable’ firms and ‘low profitable firms’ based on gross margins, earnings per share, or some other measure of profitability. You would then select a simple random sample of firms in one subgroup, and match each firm in this group with a firm in the second subgroup, based on its size, industry segment, and/or other matching criteria. Now, you have two matched samples of high-profitability and low-profitability firms that you can study in greater detail. Matched-pairs sampling techniques are often an ideal way of understanding bipolar differences between different subgroups within a given population.

Multi-stage sampling. The probability sampling techniques described previously are all examples of single-stage sampling techniques. Depending on your sampling needs, you may combine these single-stage techniques to conduct multi-stage sampling. For instance, you can stratify a list of businesses based on firm size, and then conduct systematic sampling within each stratum. This is a two-stage combination of stratified and systematic sampling. Likewise, you can start with a cluster of school districts in the state of New York, and within each cluster, select a simple random sample of schools. Within each school, you can select a simple random sample of grade levels, and within each grade level, you can select a simple random sample of students for study. In this case, you have a four-stage sampling process consisting of cluster and simple random sampling.

Non-probability sampling

Non-probability sampling is a sampling technique in which some units of the population have zero chance of selection or where the probability of selection cannot be accurately determined. Typically, units are selected based on certain non-random criteria, such as quota or convenience. Because selection is non-random, non-probability sampling does not allow the estimation of sampling errors, and may be subjected to a sampling bias. Therefore, information from a sample cannot be generalised back to the population. Types of non-probability sampling techniques include:

Convenience sampling. Also called accidental or opportunity sampling, this is a technique in which a sample is drawn from that part of the population that is close to hand, readily available, or convenient. For instance, if you stand outside a shopping centre and hand out questionnaire surveys to people or interview them as they walk in, the sample of respondents you will obtain will be a convenience sample. This is a non-probability sample because you are systematically excluding all people who shop at other shopping centres. The opinions that you would get from your chosen sample may reflect the unique characteristics of this shopping centre such as the nature of its stores (e.g., high end-stores will attract a more affluent demographic), the demographic profile of its patrons, or its location (e.g., a shopping centre close to a university will attract primarily university students with unique purchasing habits), and therefore may not be representative of the opinions of the shopper population at large. Hence, the scientific generalisability of such observations will be very limited. Other examples of convenience sampling are sampling students registered in a certain class or sampling patients arriving at a certain medical clinic. This type of sampling is most useful for pilot testing, where the goal is instrument testing or measurement validation rather than obtaining generalisable inferences.

Quota sampling. In this technique, the population is segmented into mutually exclusive subgroups (just as in stratified sampling), and then a non-random set of observations is chosen from each subgroup to meet a predefined quota. In proportional quota sampling , the proportion of respondents in each subgroup should match that of the population. For instance, if the American population consists of 70 per cent Caucasians, 15 per cent Hispanic-Americans, and 13 per cent African-Americans, and you wish to understand their voting preferences in an sample of 98 people, you can stand outside a shopping centre and ask people their voting preferences. But you will have to stop asking Hispanic-looking people when you have 15 responses from that subgroup (or African-Americans when you have 13 responses) even as you continue sampling other ethnic groups, so that the ethnic composition of your sample matches that of the general American population.

Non-proportional quota sampling is less restrictive in that you do not have to achieve a proportional representation, but perhaps meet a minimum size in each subgroup. In this case, you may decide to have 50 respondents from each of the three ethnic subgroups (Caucasians, Hispanic-Americans, and African-Americans), and stop when your quota for each subgroup is reached. Neither type of quota sampling will be representative of the American population, since depending on whether your study was conducted in a shopping centre in New York or Kansas, your results may be entirely different. The non-proportional technique is even less representative of the population, but may be useful in that it allows capturing the opinions of small and under-represented groups through oversampling.

Expert sampling. This is a technique where respondents are chosen in a non-random manner based on their expertise on the phenomenon being studied. For instance, in order to understand the impacts of a new governmental policy such as the Sarbanes-Oxley Act, you can sample a group of corporate accountants who are familiar with this Act. The advantage of this approach is that since experts tend to be more familiar with the subject matter than non-experts, opinions from a sample of experts are more credible than a sample that includes both experts and non-experts, although the findings are still not generalisable to the overall population at large.

Snowball sampling. In snowball sampling, you start by identifying a few respondents that match the criteria for inclusion in your study, and then ask them to recommend others they know who also meet your selection criteria. For instance, if you wish to survey computer network administrators and you know of only one or two such people, you can start with them and ask them to recommend others who also work in network administration. Although this method hardly leads to representative samples, it may sometimes be the only way to reach hard-to-reach populations or when no sampling frame is available.

Statistics of sampling

In the preceding sections, we introduced terms such as population parameter, sample statistic, and sampling bias. In this section, we will try to understand what these terms mean and how they are related to each other.

When you measure a certain observation from a given unit, such as a person’s response to a Likert-scaled item, that observation is called a response (see Figure 8.2). In other words, a response is a measurement value provided by a sampled unit. Each respondent will give you different responses to different items in an instrument. Responses from different respondents to the same item or observation can be graphed into a frequency distribution based on their frequency of occurrences. For a large number of responses in a sample, this frequency distribution tends to resemble a bell-shaped curve called a normal distribution , which can be used to estimate overall characteristics of the entire sample, such as sample mean (average of all observations in a sample) or standard deviation (variability or spread of observations in a sample). These sample estimates are called sample statistics (a ‘statistic’ is a value that is estimated from observed data). Populations also have means and standard deviations that could be obtained if we could sample the entire population. However, since the entire population can never be sampled, population characteristics are always unknown, and are called population parameters (and not ‘statistic’ because they are not statistically estimated from data). Sample statistics may differ from population parameters if the sample is not perfectly representative of the population. The difference between the two is called sampling error . Theoretically, if we could gradually increase the sample size so that the sample approaches closer and closer to the population, then sampling error will decrease and a sample statistic will increasingly approximate the corresponding population parameter.

If a sample is truly representative of the population, then the estimated sample statistics should be identical to the corresponding theoretical population parameters. How do we know if the sample statistics are at least reasonably close to the population parameters? Here, we need to understand the concept of a sampling distribution . Imagine that you took three different random samples from a given population, as shown in Figure 8.3, and for each sample, you derived sample statistics such as sample mean and standard deviation. If each random sample was truly representative of the population, then your three sample means from the three random samples will be identical—and equal to the population parameter—and the variability in sample means will be zero. But this is extremely unlikely, given that each random sample will likely constitute a different subset of the population, and hence, their means may be slightly different from each other. However, you can take these three sample means and plot a frequency histogram of sample means. If the number of such samples increases from three to 10 to 100, the frequency histogram becomes a sampling distribution. Hence, a sampling distribution is a frequency distribution of a sample statistic (like sample mean) from a set of samples , while the commonly referenced frequency distribution is the distribution of a response (observation) from a single sample . Just like a frequency distribution, the sampling distribution will also tend to have more sample statistics clustered around the mean (which presumably is an estimate of a population parameter), with fewer values scattered around the mean. With an infinitely large number of samples, this distribution will approach a normal distribution. The variability or spread of a sample statistic in a sampling distribution (i.e., the standard deviation of a sampling statistic) is called its standard error . In contrast, the term standard deviation is reserved for variability of an observed response from a single sample.

Social Science Research: Principles, Methods and Practices (Revised edition) Copyright © 2019 by Anol Bhattacherjee is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Sampling methods in Clinical Research; an Educational Review

Mohamed elfil.

1 Faculty of Medicine, Alexandria University, Egypt.

Ahmed Negida

2 Faculty of Medicine, Zagazig University, Egypt.

Clinical research usually involves patients with a certain disease or a condition. The generalizability of clinical research findings is based on multiple factors related to the internal and external validity of the research methods. The main methodological issue that influences the generalizability of clinical research findings is the sampling method. In this educational article, we are explaining the different sampling methods in clinical research.

Introduction

In clinical research, we define the population as a group of people who share a common character or a condition, usually the disease. If we are conducting a study on patients with ischemic stroke, it will be difficult to include the whole population of ischemic stroke all over the world. It is difficult to locate the whole population everywhere and to have access to all the population. Therefore, the practical approach in clinical research is to include a part of this population, called “sample population”. The whole population is sometimes called “target population” while the sample population is called “study population. When doing a research study, we should consider the sample to be representative to the target population, as much as possible, with the least possible error and without substitution or incompleteness. The process of selecting a sample population from the target population is called the “sampling method”.

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 equal chances for each subject in the target population [ 2 , 3 ]. Samples which were selected using probability sampling methods are more representatives of the target population.

Sampling methods.

Probability sampling method

Simple random sampling

This method is used when the whole population is accessible and the investigators have a list of all subjects in this target population. The list of all subjects in this population is called the “sampling frame”. From this list, we draw a random sample using lottery method or using a computer generated random list [ 4 ].

Stratified random sampling

This method is a modification of the simple random sampling therefore, it requires the condition of sampling frame being available, as well. However, in this method, the whole population is divided into homogeneous strata or subgroups according a demographic factor (e.g. gender, age, religion, socio-economic level, education, or diagnosis etc.). Then, the researchers select draw a random sample from the different strata [ 3 , 4 ]. The advantages of this method are: (1) it allows researchers to obtain an effect size from each strata separately, as if it was a different study. Therefore, the between group differences become apparent, and (2) it allows obtaining samples from minority/under-represented populations. If the researchers used the simple random sampling, the minority population will remain underrepresented in the sample, as well. Simply, because the simple random method usually represents the whole target population. In such case, investigators can better use the stratified random sample to obtain adequate samples from all strata in the population.

Systematic random sampling (Interval sampling)

In this method, the investigators select subjects to be included in the sample based on a systematic rule, using a fixed interval. For example: If the rule is to include the last patient from every 5 patients. We will include patients with these numbers (5, 10, 15, 20, 25, ...etc.). In some situations, it is not necessary to have the sampling frame if there is a specific hospital or center which the patients are visiting regularly. In this case, the researcher can start randomly and then systemically chooses next patients using a fixed interval [ 4 ].

Cluster sampling (Multistage sampling)

It is used when creating a sampling frame is nearly impossible due to the large size of the population. In this method, the population is divided by geographic location into clusters. A list of all clusters is made and investigators draw a random number of clusters to be included. Then, they list all individuals within these clusters, and run another turn of random selection to get a final random sample exactly as simple random sampling. This method is called multistage because the selection passed with two stages: firstly, the selection of eligible clusters, then, the selection of sample from individuals of these clusters. An example for this, if we are conducting a research project on primary school students from Iran. It will be very difficult to get a list of all primary school students all over the country. In this case, a list of primary schools is made and the researcher randomly picks up a number of schools, then pick a random sample from the eligible schools [ 3 ].

Non-probability sampling method

Convenience sampling

Although it is a non-probability sampling method, it is the most applicable and widely used method in clinical research. In this method, the investigators enroll subjects according to their availability and accessibility. Therefore, this method is quick, inexpensive, and convenient. It is called convenient sampling as the researcher selects the sample elements according to their convenient accessibility and proximity [ 3 , 6 ]. For example: assume that we will perform a cohort study on Egyptian patients with Hepatitis C (HCV) virus. The convenience sample here will be confined to the accessible population for the research team. Accessible population are HCV patients attending in Zagazig University Hospital and Cairo University Hospitals. Therefore, within the study period, all patients attending these two hospitals and meet the eligibility criteria will be included in this study.

Judgmental sampling

In this method, the subjects are selected by the choice of the investigators. The researcher assumes specific characteristics for the sample (e.g. male/female ratio = 2/1) and therefore, they judge the sample to be suitable for representing the population. This method is widely criticized due to the likelihood of bias by investigator judgement [ 5 ].

Snow-ball sampling

This method is used when the population cannot be located in a specific place and therefore, it is different to access this population. In this method, the investigator asks each subject to give him access to his colleagues from the same population. This situation is common in social science research, for example, if we running a survey on street children, there will be no list with the homeless children and it will be difficult to locate this population in one place e.g. a school/hospital. Here, the investigators will deliver the survey to one child then, ask him to take them to his colleagues or deliver the surveys to them.

Conflict of interest:

Chapter 5. Sampling

Introduction.

Most Americans will experience unemployment at some point in their lives. Sarah Damaske ( 2021 ) was interested in learning about how men and women experience unemployment differently. To answer this question, she interviewed unemployed people. After conducting a “pilot study” with twenty interviewees, she realized she was also interested in finding out how working-class and middle-class persons experienced unemployment differently. She found one hundred persons through local unemployment offices. She purposefully selected a roughly equal number of men and women and working-class and middle-class persons for the study. This would allow her to make the kinds of comparisons she was interested in. She further refined her selection of persons to interview:

I decided that I needed to be able to focus my attention on gender and class; therefore, I interviewed only people born between 1962 and 1987 (ages 28–52, the prime working and child-rearing years), those who worked full-time before their job loss, those who experienced an involuntary job loss during the past year, and those who did not lose a job for cause (e.g., were not fired because of their behavior at work). ( 244 )

The people she ultimately interviewed compose her sample. They represent (“sample”) the larger population of the involuntarily unemployed. This “theoretically informed stratified sampling design” allowed Damaske “to achieve relatively equal distribution of participation across gender and class,” but it came with some limitations. For one, the unemployment centers were located in primarily White areas of the country, so there were very few persons of color interviewed. Qualitative researchers must make these kinds of decisions all the time—who to include and who not to include. There is never an absolutely correct decision, as the choice is linked to the particular research question posed by the particular researcher, although some sampling choices are more compelling than others. In this case, Damaske made the choice to foreground both gender and class rather than compare all middle-class men and women or women of color from different class positions or just talk to White men. She leaves the door open for other researchers to sample differently. Because science is a collective enterprise, it is most likely someone will be inspired to conduct a similar study as Damaske’s but with an entirely different sample.

This chapter is all about sampling. After you have developed a research question and have a general idea of how you will collect data (observations or interviews), how do you go about actually finding people and sites to study? Although there is no “correct number” of people to interview, the sample should follow the research question and research design. You might remember studying sampling in a quantitative research course. Sampling is important here too, but it works a bit differently. Unlike quantitative research, qualitative research involves nonprobability sampling. This chapter explains why this is so and what qualities instead make a good sample for qualitative research.

Quick Terms Refresher

• 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.
• 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).
• Sample size is how many individuals (or units) are included in your sample.

The “Who” of Your Research Study

After you have turned your general research interest into an actual research question and identified an approach you want to take to answer that question, you will need to specify the people you will be interviewing or observing. In most qualitative research, the objects of your study will indeed be people. In some cases, however, your objects might be content left by people (e.g., diaries, yearbooks, photographs) or documents (official or unofficial) or even institutions (e.g., schools, medical centers) and locations (e.g., nation-states, cities). Chances are, whatever “people, places, or things” are the objects of your study, you will not really be able to talk to, observe, or follow every single individual/object of the entire population of interest. You will need to create a sample of the population . Sampling in qualitative research has different purposes and goals than sampling in quantitative research. Sampling in both allows you to say something of interest about a population without having to include the entire population in your sample.

We begin this chapter with the case of a population of interest composed of actual people. After we have a better understanding of populations and samples that involve real people, we’ll discuss sampling in other types of qualitative research, such as archival research, content analysis, and case studies. We’ll then move to a larger discussion about the difference between sampling in qualitative research generally versus quantitative research, then we’ll move on to the idea of “theoretical” generalizability, and finally, we’ll conclude with some practical tips on the correct “number” to include in one’s sample.

Sampling People

To help think through samples, let’s imagine we want to know more about “vaccine hesitancy.” We’ve all lived through 2020 and 2021, and we know that a sizable number of people in the United States (and elsewhere) were slow to accept vaccines, even when these were freely available. By some accounts, about one-third of Americans initially refused vaccination. Why is this so? Well, as I write this in the summer of 2021, we know that some people actively refused the vaccination, thinking it was harmful or part of a government plot. Others were simply lazy or dismissed the necessity. And still others were worried about harmful side effects. The general population of interest here (all adult Americans who were not vaccinated by August 2021) may be as many as eighty million people. We clearly cannot talk to all of them. So we will have to narrow the number to something manageable. How can we do this?

First, we have to think about our actual research question and the form of research we are conducting. I am going to begin with a quantitative research question. Quantitative research questions tend to be simpler to visualize, at least when we are first starting out doing social science research. So let us say we want to know what percentage of each kind of resistance is out there and how race or class or gender affects vaccine hesitancy. Again, we don’t have the ability to talk to everyone. But harnessing what we know about normal probability distributions (see quantitative methods for more on this), we can find this out through a sample that represents the general population. We can’t really address these particular questions if we only talk to White women who go to college with us. And if you are really trying to generalize the specific findings of your sample to the larger population, you will have to employ probability sampling , a sampling technique where a researcher sets a selection of a few criteria and chooses members of a population randomly. Why randomly? If truly random, all the members have an equal opportunity to be a part of the sample, and thus we avoid the problem of having only our friends and neighbors (who may be very different from other people in the population) in the study. Mathematically, there is going to be a certain number that will be large enough to allow us to generalize our particular findings from our sample population to the population at large. It might surprise you how small that number can be. Election polls of no more than one thousand people are routinely used to predict actual election outcomes of millions of people. Below that number, however, you will not be able to make generalizations. Talking to five people at random is simply not enough people to predict a presidential election.

In order to answer quantitative research questions of causality, one must employ probability sampling. Quantitative researchers try to generalize their findings to a larger population. Samples are designed with that in mind. Qualitative researchers ask very different questions, though. Qualitative research questions are not about “how many” of a certain group do X (in this case, what percentage of the unvaccinated hesitate for concern about safety rather than reject vaccination on political grounds). Qualitative research employs nonprobability sampling . By definition, not everyone has an equal opportunity to be included in the sample. The researcher might select White women they go to college with to provide insight into racial and gender dynamics at play. Whatever is found by doing so will not be generalizable to everyone who has not been vaccinated, or even all White women who have not been vaccinated, or even all White women who have not been vaccinated who are in this particular college. That is not the point of qualitative research at all. This is a really important distinction, so I will repeat in bold: Qualitative researchers are not trying to statistically generalize specific findings to a larger population . They have not failed when their sample cannot be generalized, as that is not the point at all.

In the previous paragraph, I said it would be perfectly acceptable for a qualitative researcher to interview five White women with whom she goes to college about their vaccine hesitancy “to provide insight into racial and gender dynamics at play.” The key word here is “insight.” Rather than use a sample as a stand-in for the general population, as quantitative researchers do, the qualitative researcher uses the sample to gain insight into a process or phenomenon. The qualitative researcher is not going to be content with simply asking each of the women to state her reason for not being vaccinated and then draw conclusions that, because one in five of these women were concerned about their health, one in five of all people were also concerned about their health. That would be, frankly, a very poor study indeed. Rather, the qualitative researcher might sit down with each of the women and conduct a lengthy interview about what the vaccine means to her, why she is hesitant, how she manages her hesitancy (how she explains it to her friends), what she thinks about others who are unvaccinated, what she thinks of those who have been vaccinated, and what she knows or thinks she knows about COVID-19. The researcher might include specific interview questions about the college context, about their status as White women, about the political beliefs they hold about racism in the US, and about how their own political affiliations may or may not provide narrative scripts about “protective whiteness.” There are many interesting things to ask and learn about and many things to discover. Where a quantitative researcher begins with clear parameters to set their population and guide their sample selection process, the qualitative researcher is discovering new parameters, making it impossible to engage in probability sampling.

Looking at it this way, sampling for qualitative researchers needs to be more strategic. More theoretically informed. What persons can be interviewed or observed that would provide maximum insight into what is still unknown? In other words, qualitative researchers think through what cases they could learn the most from, and those are the cases selected to study: “What would be ‘bias’ in statistical sampling, and therefore a weakness, becomes intended focus in qualitative sampling, and therefore a strength. The logic and power of purposeful sampling like in selecting information-rich cases for study in depth. Information-rich cases are those from which one can learn a great deal about issues of central importance to the purpose of the inquiry, thus the term purposeful sampling” ( Patton 2002:230 ; emphases in the original).

Before selecting your sample, though, it is important to clearly identify the general population of interest. You need to know this before you can determine the sample. In our example case, it is “adult Americans who have not yet been vaccinated.” Depending on the specific qualitative research question, however, it might be “adult Americans who have been vaccinated for political reasons” or even “college students who have not been vaccinated.” What insights are you seeking? Do you want to know how politics is affecting vaccination? Or do you want to understand how people manage being an outlier in a particular setting (unvaccinated where vaccinations are heavily encouraged if not required)? More clearly stated, your population should align with your research question . Think back to the opening story about Damaske’s work studying the unemployed. She drew her sample narrowly to address the particular questions she was interested in pursuing. Knowing your questions or, at a minimum, why you are interested in the topic will allow you to draw the best sample possible to achieve insight.

Once you have your population in mind, how do you go about getting people to agree to be in your sample? In qualitative research, it is permissible to find people by convenience. Just ask for people who fit your sample criteria and see who shows up. Or reach out to friends and colleagues and see if they know anyone that fits. Don’t let the name convenience sampling mislead you; this is not exactly “easy,” and it is certainly a valid form of sampling in qualitative research. The more unknowns you have about what you will find, the more convenience sampling makes sense. If you don’t know how race or class or political affiliation might matter, and your population is unvaccinated college students, you can construct a sample of college students by placing an advertisement in the student paper or posting a flyer on a notice board. Whoever answers is your sample. That is what is meant by a convenience sample. A common variation of convenience sampling is snowball sampling . This is particularly useful if your target population is hard to find. Let’s say you posted a flyer about your study and only two college students responded. You could then ask those two students for referrals. They tell their friends, and those friends tell other friends, and, like a snowball, your sample gets bigger and bigger.

Researcher Note

Gaining Access: When Your Friend Is Your Research Subject

My early experience with qualitative research was rather unique. At that time, I needed to do a project that required me to interview first-generation college students, and my friends, with whom I had been sharing a dorm for two years, just perfectly fell into the sample category. Thus, I just asked them and easily “gained my access” to the research subject; I know them, we are friends, and I am part of them. I am an insider. I also thought, “Well, since I am part of the group, I can easily understand their language and norms, I can capture their honesty, read their nonverbal cues well, will get more information, as they will be more opened to me because they trust me.” All in all, easy access with rich information. But, gosh, I did not realize that my status as an insider came with a price! When structuring the interview questions, I began to realize that rather than focusing on the unique experiences of my friends, I mostly based the questions on my own experiences, assuming we have similar if not the same experiences. I began to struggle with my objectivity and even questioned my role; am I doing this as part of the group or as a researcher? I came to know later that my status as an insider or my “positionality” may impact my research. It not only shapes the process of data collection but might heavily influence my interpretation of the data. I came to realize that although my inside status came with a lot of benefits (especially for access), it could also bring some drawbacks.

—Dede Setiono, PhD student focusing on international development and environmental policy, Oregon State University

The more you know about what you might find, the more strategic you can be. If you wanted to compare how politically conservative and politically liberal college students explained their vaccine hesitancy, for example, you might construct a sample purposively, finding an equal number of both types of students so that you can make those comparisons in your analysis. This is what Damaske ( 2021 ) did. You could still use convenience or snowball sampling as a way of recruitment. Post a flyer at the conservative student club and then ask for referrals from the one student that agrees to be interviewed. As with convenience sampling, there are variations of purposive sampling as well as other names used (e.g., judgment, quota, stratified, criterion, theoretical). Try not to get bogged down in the nomenclature; instead, focus on identifying the general population that matches your research question and then using a sampling method that is most likely to provide insight, given the types of questions you have.

There are all kinds of ways of being strategic with sampling in qualitative research. Here are a few of my favorite techniques for maximizing insight:

• Consider using “extreme” or “deviant” cases. Maybe your college houses a prominent anti-vaxxer who has written about and demonstrated against the college’s policy on vaccines. You could learn a lot from that single case (depending on your research question, of course).
• Consider “intensity”: people and cases and circumstances where your questions are more likely to feature prominently (but not extremely or deviantly). For example, you could compare those who volunteer at local Republican and Democratic election headquarters during an election season in a study on why party matters. Those who volunteer are more likely to have something to say than those who are more apathetic.
• Maximize variation, as with the case of “politically liberal” versus “politically conservative,” or include an array of social locations (young vs. old; Northwest vs. Southeast region). This kind of heterogeneity sampling can capture and describe the central themes that cut across the variations: any common patterns that emerge, even in this wildly mismatched sample, are probably important to note!
• Rather than maximize the variation, you could select a small homogenous sample to describe some particular subgroup in depth. Focus groups are often the best form of data collection for homogeneity sampling.
• Think about which cases are “critical” or politically important—ones that “if it happens here, it would happen anywhere” or a case that is politically sensitive, as with the single “blue” (Democratic) county in a “red” (Republican) state. In both, you are choosing a site that would yield the most information and have the greatest impact on the development of knowledge.
• On the other hand, sometimes you want to select the “typical”—the typical college student, for example. You are trying to not generalize from the typical but illustrate aspects that may be typical of this case or group. When selecting for typicality, be clear with yourself about why the typical matches your research questions (and who might be excluded or marginalized in doing so).
• Finally, it is often a good idea to look for disconfirming cases : if you are at the stage where you have a hypothesis (of sorts), you might select those who do not fit your hypothesis—you will surely learn something important there. They may be “exceptions that prove the rule” or exceptions that force you to alter your findings in order to make sense of these additional cases.

In addition to all these sampling variations, there is the theoretical approach taken by grounded theorists in which the researcher samples comparative people (or events) on the basis of their potential to represent important theoretical constructs. The sample, one can say, is by definition representative of the phenomenon of interest. It accompanies the constant comparative method of analysis. In the words of the funders of Grounded Theory , “Theoretical sampling is sampling on the basis of the emerging concepts, with the aim being to explore the dimensional range or varied conditions along which the properties of the concepts vary” ( Strauss and Corbin 1998:73 ).

When Your Population is Not Composed of People

I think it is easiest for most people to think of populations and samples in terms of people, but sometimes our units of analysis are not actually people. They could be places or institutions. Even so, you might still want to talk to people or observe the actions of people to understand those places or institutions. Or not! In the case of content analyses (see chapter 17), you won’t even have people involved at all but rather documents or films or photographs or news clippings. Everything we have covered about sampling applies to other units of analysis too. Let’s work through some examples.

Case Studies

When constructing a case study, it is helpful to think of your cases as sample populations in the same way that we considered people above. If, for example, you are comparing campus climates for diversity, your overall population may be “four-year college campuses in the US,” and from there you might decide to study three college campuses as your sample. Which three? Will you use purposeful sampling (perhaps [1] selecting three colleges in Oregon that are different sizes or [2] selecting three colleges across the US located in different political cultures or [3] varying the three colleges by racial makeup of the student body)? Or will you select three colleges at random, out of convenience? There are justifiable reasons for all approaches.

As with people, there are different ways of maximizing insight in your sample selection. Think about the following rationales: typical, diverse, extreme, deviant, influential, crucial, or even embodying a particular “pathway” ( Gerring 2008 ). When choosing a case or particular research site, Rubin ( 2021 ) suggests you bear in mind, first, what you are leaving out by selecting this particular case/site; second, what you might be overemphasizing by studying this case/site and not another; and, finally, whether you truly need to worry about either of those things—“that is, what are the sources of bias and how bad are they for what you are trying to do?” ( 89 ).

Once you have selected your cases, you may still want to include interviews with specific people or observations at particular sites within those cases. Then you go through possible sampling approaches all over again to determine which people will be contacted.

Content: Documents, Narrative Accounts, And So On

Although not often discussed as sampling, your selection of documents and other units to use in various content/historical analyses is subject to similar considerations. When you are asking quantitative-type questions (percentages and proportionalities of a general population), you will want to follow probabilistic sampling. For example, I created a random sample of accounts posted on the website studentloanjustice.org to delineate the types of problems people were having with student debt ( Hurst 2007 ). Even though my data was qualitative (narratives of student debt), I was actually asking a quantitative-type research question, so it was important that my sample was representative of the larger population (debtors who posted on the website). On the other hand, when you are asking qualitative-type questions, the selection process should be very different. In that case, use nonprobabilistic techniques, either convenience (where you are really new to this data and do not have the ability to set comparative criteria or even know what a deviant case would be) or some variant of purposive sampling. Let’s say you were interested in the visual representation of women in media published in the 1950s. You could select a national magazine like Time for a “typical” representation (and for its convenience, as all issues are freely available on the web and easy to search). Or you could compare one magazine known for its feminist content versus one antifeminist. The point is, sample selection is important even when you are not interviewing or observing people.

Goals of Qualitative Sampling versus Goals of Quantitative Sampling

We have already discussed some of the differences in the goals of quantitative and qualitative sampling above, but it is worth further discussion. The quantitative researcher seeks a sample that is representative of the population of interest so that they may properly generalize the results (e.g., if 80 percent of first-gen students in the sample were concerned with costs of college, then we can say there is a strong likelihood that 80 percent of first-gen students nationally are concerned with costs of college). The qualitative researcher does not seek to generalize in this way . They may want a representative sample because they are interested in typical responses or behaviors of the population of interest, but they may very well not want a representative sample at all. They might want an “extreme” or deviant case to highlight what could go wrong with a particular situation, or maybe they want to examine just one case as a way of understanding what elements might be of interest in further research. When thinking of your sample, you will have to know why you are selecting the units, and this relates back to your research question or sets of questions. It has nothing to do with having a representative sample to generalize results. You may be tempted—or it may be suggested to you by a quantitatively minded member of your committee—to create as large and representative a sample as you possibly can to earn credibility from quantitative researchers. Ignore this temptation or suggestion. The only thing you should be considering is what sample will best bring insight into the questions guiding your research. This has implications for the number of people (or units) in your study as well, which is the topic of the next section.

What is the Correct “Number” to Sample?

Because we are not trying to create a generalizable representative sample, the guidelines for the “number” of people to interview or news stories to code are also a bit more nebulous. There are some brilliant insightful studies out there with an n of 1 (meaning one person or one account used as the entire set of data). This is particularly so in the case of autoethnography, a variation of ethnographic research that uses the researcher’s own subject position and experiences as the basis of data collection and analysis. But it is true for all forms of qualitative research. There are no hard-and-fast rules here. The number to include is what is relevant and insightful to your particular study.

That said, humans do not thrive well under such ambiguity, and there are a few helpful suggestions that can be made. First, many qualitative researchers talk about “saturation” as the end point for data collection. You stop adding participants when you are no longer getting any new information (or so very little that the cost of adding another interview subject or spending another day in the field exceeds any likely benefits to the research). The term saturation was first used here by Glaser and Strauss ( 1967 ), the founders of Grounded Theory. Here is their explanation: “The criterion for judging when to stop sampling the different groups pertinent to a category is the category’s theoretical saturation . Saturation means that no additional data are being found whereby the sociologist can develop properties of the category. As he [or she] sees similar instances over and over again, the researcher becomes empirically confident that a category is saturated. [They go] out of [their] way to look for groups that stretch diversity of data as far as possible, just to make certain that saturation is based on the widest possible range of data on the category” ( 61 ).

It makes sense that the term was developed by grounded theorists, since this approach is rather more open-ended than other approaches used by qualitative researchers. With so much left open, having a guideline of “stop collecting data when you don’t find anything new” is reasonable. However, saturation can’t help much when first setting out your sample. How do you know how many people to contact to interview? What number will you put down in your institutional review board (IRB) protocol (see chapter 8)? You may guess how many people or units it will take to reach saturation, but there really is no way to know in advance. The best you can do is think about your population and your questions and look at what others have done with similar populations and questions.

Here are some suggestions to use as a starting point: For phenomenological studies, try to interview at least ten people for each major category or group of people . If you are comparing male-identified, female-identified, and gender-neutral college students in a study on gender regimes in social clubs, that means you might want to design a sample of thirty students, ten from each group. This is the minimum suggested number. Damaske’s ( 2021 ) sample of one hundred allows room for up to twenty-five participants in each of four “buckets” (e.g., working-class*female, working-class*male, middle-class*female, middle-class*male). If there is more than one comparative group (e.g., you are comparing students attending three different colleges, and you are comparing White and Black students in each), you can sometimes reduce the number for each group in your sample to five for, in this case, thirty total students. But that is really a bare minimum you will want to go. A lot of people will not trust you with only “five” cases in a bucket. Lareau ( 2021:24 ) advises a minimum of seven or nine for each bucket (or “cell,” in her words). The point is to think about what your analyses might look like and how comfortable you will be with a certain number of persons fitting each category.

Because qualitative research takes so much time and effort, it is rare for a beginning researcher to include more than thirty to fifty people or units in the study. You may not be able to conduct all the comparisons you might want simply because you cannot manage a larger sample. In that case, the limits of who you can reach or what you can include may influence you to rethink an original overcomplicated research design. Rather than include students from every racial group on a campus, for example, you might want to sample strategically, thinking about the most contrast (insightful), possibly excluding majority-race (White) students entirely, and simply using previous literature to fill in gaps in our understanding. For example, one of my former students was interested in discovering how race and class worked at a predominantly White institution (PWI). Due to time constraints, she simplified her study from an original sample frame of middle-class and working-class domestic Black and international African students (four buckets) to a sample frame of domestic Black and international African students (two buckets), allowing the complexities of class to come through individual accounts rather than from part of the sample frame. She wisely decided not to include White students in the sample, as her focus was on how minoritized students navigated the PWI. She was able to successfully complete her project and develop insights from the data with fewer than twenty interviewees. [1]

But what if you had unlimited time and resources? Would it always be better to interview more people or include more accounts, documents, and units of analysis? No! Your sample size should reflect your research question and the goals you have set yourself. Larger numbers can sometimes work against your goals. If, for example, you want to help bring out individual stories of success against the odds, adding more people to the analysis can end up drowning out those individual stories. Sometimes, the perfect size really is one (or three, or five). It really depends on what you are trying to discover and achieve in your study. Furthermore, studies of one hundred or more (people, documents, accounts, etc.) can sometimes be mistaken for quantitative research. Inevitably, the large sample size will push the researcher into simplifying the data numerically. And readers will begin to expect generalizability from such a large sample.

To summarize, “There are no rules for sample size in qualitative inquiry. Sample size depends on what you want to know, the purpose of the inquiry, what’s at stake, what will be useful, what will have credibility, and what can be done with available time and resources” ( Patton 2002:244 ).

How did you find/construct a sample?

Since qualitative researchers work with comparatively small sample sizes, getting your sample right is rather important. Yet it is also difficult to accomplish. For instance, a key question you need to ask yourself is whether you want a homogeneous or heterogeneous sample. In other words, do you want to include people in your study who are by and large the same, or do you want to have diversity in your sample?

For many years, I have studied the experiences of students who were the first in their families to attend university. There is a rather large number of sampling decisions I need to consider before starting the study. (1) Should I only talk to first-in-family students, or should I have a comparison group of students who are not first-in-family? (2) Do I need to strive for a gender distribution that matches undergraduate enrollment patterns? (3) Should I include participants that reflect diversity in gender identity and sexuality? (4) How about racial diversity? First-in-family status is strongly related to some ethnic or racial identity. (5) And how about areas of study?

As you can see, if I wanted to accommodate all these differences and get enough study participants in each category, I would quickly end up with a sample size of hundreds, which is not feasible in most qualitative research. In the end, for me, the most important decision was to maximize the voices of first-in-family students, which meant that I only included them in my sample. As for the other categories, I figured it was going to be hard enough to find first-in-family students, so I started recruiting with an open mind and an understanding that I may have to accept a lack of gender, sexuality, or racial diversity and then not be able to say anything about these issues. But I would definitely be able to speak about the experiences of being first-in-family.

—Wolfgang Lehmann, author of “Habitus Transformation and Hidden Injuries”

Examples of “Sample” Sections in Journal Articles

Think about some of the studies you have read in college, especially those with rich stories and accounts about people’s lives. Do you know how the people were selected to be the focus of those stories? If the account was published by an academic press (e.g., University of California Press or Princeton University Press) or in an academic journal, chances are that the author included a description of their sample selection. You can usually find these in a methodological appendix (book) or a section on “research methods” (article).

Here are two examples from recent books and one example from a recent article:

Example 1 . In It’s Not like I’m Poor: How Working Families Make Ends Meet in a Post-welfare World , the research team employed a mixed methods approach to understand how parents use the earned income tax credit, a refundable tax credit designed to provide relief for low- to moderate-income working people ( Halpern-Meekin et al. 2015 ). At the end of their book, their first appendix is “Introduction to Boston and the Research Project.” After describing the context of the study, they include the following description of their sample selection:

In June 2007, we drew 120 names at random from the roughly 332 surveys we gathered between February and April. Within each racial and ethnic group, we aimed for one-third married couples with children and two-thirds unmarried parents. We sent each of these families a letter informing them of the opportunity to participate in the in-depth portion of our study and then began calling the home and cell phone numbers they provided us on the surveys and knocking on the doors of the addresses they provided.…In the end, we interviewed 115 of the 120 families originally selected for the in-depth interview sample (the remaining five families declined to participate). ( 22 )

Was their sample selection based on convenience or purpose? Why do you think it was important for them to tell you that five families declined to be interviewed? There is actually a trick here, as the names were pulled randomly from a survey whose sample design was probabilistic. Why is this important to know? What can we say about the representativeness or the uniqueness of whatever findings are reported here?

Example 2 . In When Diversity Drops , Park ( 2013 ) examines the impact of decreasing campus diversity on the lives of college students. She does this through a case study of one student club, the InterVarsity Christian Fellowship (IVCF), at one university (“California University,” a pseudonym). Here is her description:

I supplemented participant observation with individual in-depth interviews with sixty IVCF associates, including thirty-four current students, eight former and current staff members, eleven alumni, and seven regional or national staff members. The racial/ethnic breakdown was twenty-five Asian Americans (41.6 percent), one Armenian (1.6 percent), twelve people who were black (20.0 percent), eight Latino/as (13.3 percent), three South Asian Americans (5.0 percent), and eleven people who were white (18.3 percent). Twenty-nine were men, and thirty-one were women. Looking back, I note that the higher number of Asian Americans reflected both the group’s racial/ethnic composition and my relative ease about approaching them for interviews. ( 156 )

How can you tell this is a convenience sample? What else do you note about the sample selection from this description?

Example 3. The last example is taken from an article published in the journal Research in Higher Education . Published articles tend to be more formal than books, at least when it comes to the presentation of qualitative research. In this article, Lawson ( 2021 ) is seeking to understand why female-identified college students drop out of majors that are dominated by male-identified students (e.g., engineering, computer science, music theory). Here is the entire relevant section of the article:

Method Participants Data were collected as part of a larger study designed to better understand the daily experiences of women in MDMs [male-dominated majors].…Participants included 120 students from a midsize, Midwestern University. This sample included 40 women and 40 men from MDMs—defined as any major where at least 2/3 of students are men at both the university and nationally—and 40 women from GNMs—defined as any may where 40–60% of students are women at both the university and nationally.… Procedure A multi-faceted approach was used to recruit participants; participants were sent targeted emails (obtained based on participants’ reported gender and major listings), campus-wide emails sent through the University’s Communication Center, flyers, and in-class presentations. Recruitment materials stated that the research focused on the daily experiences of college students, including classroom experiences, stressors, positive experiences, departmental contexts, and career aspirations. Interested participants were directed to email the study coordinator to verify eligibility (at least 18 years old, man/woman in MDM or woman in GNM, access to a smartphone). Sixteen interested individuals were not eligible for the study due to the gender/major combination. ( 482ff .)

What method of sample selection was used by Lawson? Why is it important to define “MDM” at the outset? How does this definition relate to sampling? Why were interested participants directed to the study coordinator to verify eligibility?

Final Words

I have found that students often find it difficult to be specific enough when defining and choosing their sample. It might help to think about your sample design and sample recruitment like a cookbook. You want all the details there so that someone else can pick up your study and conduct it as you intended. That person could be yourself, but this analogy might work better if you have someone else in mind. When I am writing down recipes, I often think of my sister and try to convey the details she would need to duplicate the dish. We share a grandmother whose recipes are full of handwritten notes in the margins, in spidery ink, that tell us what bowl to use when or where things could go wrong. Describe your sample clearly, convey the steps required accurately, and then add any other details that will help keep you on track and remind you why you have chosen to limit possible interviewees to those of a certain age or class or location. Imagine actually going out and getting your sample (making your dish). Do you have all the necessary details to get started?

Table 5.1. Sampling Type and Strategies

Further Readings

Fusch, Patricia I., and Lawrence R. Ness. 2015. “Are We There Yet? Data Saturation in Qualitative Research.” Qualitative Report 20(9):1408–1416.

Saunders, Benjamin, Julius Sim, Tom Kinstone, Shula Baker, Jackie Waterfield, Bernadette Bartlam, Heather Burroughs, and Clare Jinks. 2018. “Saturation in Qualitative Research: Exploring Its Conceptualization and Operationalization.”  Quality & Quantity  52(4):1893–1907.

• Rubin ( 2021 ) suggests a minimum of twenty interviews (but safer with thirty) for an interview-based study and a minimum of three to six months in the field for ethnographic studies. For a content-based study, she suggests between five hundred and one thousand documents, although some will be “very small” ( 243–244 ). ↵

The process of selecting people or other units of analysis to represent a larger population. In quantitative research, this representation is taken quite literally, as statistically representative.  In qualitative research, in contrast, sample selection is often made based on potential to generate insight about a particular topic or phenomenon.

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).  Sampling frames can differ from the larger population when specific exclusions are inherent, as in the case of pulling names randomly from voter registration rolls where not everyone is a registered voter.  This difference in frame and population can undercut the generalizability of quantitative results.

The specific group of individuals that you will collect data from.  Contrast population.

The large group of interest to the researcher.  Although it will likely be impossible to design a study that incorporates or reaches all members of the population of interest, this should be clearly defined at the outset of a study so that a reasonable sample of the population can be taken.  For example, if one is studying working-class college students, the sample may include twenty such students attending a particular college, while the population is “working-class college students.”  In quantitative research, clearly defining the general population of interest is a necessary step in generalizing results from a sample.  In qualitative research, defining the population is conceptually important for clarity.

A sampling strategy in which the sample is chosen to represent (numerically) the larger population from which it is drawn by random selection.  Each person in the population has an equal chance of making it into the sample.  This is often done through a lottery or other chance mechanisms (e.g., a random selection of every twelfth name on an alphabetical list of voters).  Also known as random sampling .

The selection of research participants or other data sources based on availability or accessibility, in contrast to purposive sampling .

A sample generated non-randomly by asking participants to help recruit more participants the idea being that a person who fits your sampling criteria probably knows other people with similar criteria.

Broad codes that are assigned to the main issues emerging in the data; identifying themes is often part of initial coding . 

A form of case selection focusing on examples that do not fit the emerging patterns. This allows the researcher to evaluate rival explanations or to define the limitations of their research findings. While disconfirming cases are found (not sought out), researchers should expand their analysis or rethink their theories to include/explain them.

A methodological tradition of inquiry and approach to analyzing qualitative data in which theories emerge from a rigorous and systematic process of induction.  This approach was pioneered by the sociologists Glaser and Strauss (1967).  The elements of theory generated from comparative analysis of data are, first, conceptual categories and their properties and, second, hypotheses or generalized relations among the categories and their properties – “The constant comparing of many groups draws the [researcher’s] attention to their many similarities and differences.  Considering these leads [the researcher] to generate abstract categories and their properties, which, since they emerge from the data, will clearly be important to a theory explaining the kind of behavior under observation.” (36).

The result of probability sampling, in which a sample is chosen to represent (numerically) the larger population from which it is drawn by random selection.  Each person in the population has an equal chance of making it into the random sample.  This is often done through a lottery or other chance mechanisms (e.g., the random selection of every twelfth name on an alphabetical list of voters).  This is typically not required in qualitative research but rather essential for the generalizability of quantitative research.

A form of case selection or purposeful sampling in which cases that are unusual or special in some way are chosen to highlight processes or to illuminate gaps in our knowledge of a phenomenon.   See also extreme case .

The point at which you can conclude data collection because every person you are interviewing, the interaction you are observing, or content you are analyzing merely confirms what you have already noted.  Achieving saturation is often used as the justification for the final sample size.

The accuracy with which results or findings can be transferred to situations or people other than those originally studied.  Qualitative studies generally are unable to use (and are uninterested in) statistical generalizability where the sample population is said to be able to predict or stand in for a larger population of interest.  Instead, qualitative researchers often discuss “theoretical generalizability,” in which the findings of a particular study can shed light on processes and mechanisms that may be at play in other settings.  See also statistical generalization and theoretical generalization .

A term used by IRBs to denote all materials aimed at recruiting participants into a research study (including printed advertisements, scripts, audio or video tapes, or websites).  Copies of this material are required in research protocols submitted to IRB.

Introduction to Qualitative Research Methods Copyright © 2023 by Allison Hurst is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

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What Is Sampling?

• How It Works

The Bottom Line

• Corporate Finance
• Financial Ratios

Sampling: What It Is, Different Types, and How Auditors and Marketers Use It

Ariel Courage is an experienced editor, researcher, and former fact-checker. She has performed editing and fact-checking work for several leading finance publications, including The Motley Fool and Passport to Wall Street.

Sampling is a process in statistical analysis where researchers take a predetermined number of observations from a larger population. Sampling allows researchers to conduct studies about a large group by using a small portion of the population. The method of sampling depends on the type of analysis being performed, but it may include simple random sampling or systematic sampling . Sampling is commonly done in statistics, psychology, and the financial industry.

Key Takeaways

• Sampling allows researchers to use a small group from a larger population to make observations and determinations.
• Types of sampling include random sampling, block sampling, judgment sampling, and systematic sampling.
• Researchers should be aware of sampling errors, which may be the result of random sampling or bias.
• Companies use sampling as a marketing tool to identify the needs and wants of their target market.
• Certified public accountants use sampling during audits to determine the accuracy and completeness of account balances.

Investopedia / Crea Taylor

How Sampling Works

It can be difficult for researchers to conduct accurate studies on large populations . In some cases, it can be impossible to study every individual in the group. That's why they often choose a small portion to represent the entire group. This is called a sample. Samples allow researchers to use characteristics of the small group to make estimates of the larger population.

The chosen sample should be a fair representation of the entire population. When taking a sample from a larger population, it is important to consider how the sample is chosen. To get a representative sample , it must be drawn randomly and encompass the whole population. For example, a lottery system could be used to determine the average age of students in a university by sampling 10% of the student body.

Sampling is commonly used when studying large portions of the population for economic purposes. For instance, the monthly employment report involves the use of sampling, the U.S. Bureau of Labor Statistics (BLS) reports:

• The Current Employment Statistics by using 122,000 businesses and government agencies
• The Current Population Survey with a sample of 60,000 different households across the country

Researchers should be aware of sampling errors . This occurs when the sample that is selected doesn't represent the entire population. This means that the results taken from the sample deviate from the larger population. Sampling error may occur randomly or because there is some form of bias. For instance, some members of the sample group may choose not to participate, or they differ in some way from other participants.

Sampling isn't an exact science, so the results should be taken as generalizations. As such, don't make conclusions about the broader population based on the sample group.

Types of Audit Sampling

As noted above, there are several different types of sampling that researchers can use. These include random, judgment, block, and systemic sampling. These are discussed in more detail below.

Random Sampling

With random sampling , every item within a population has an equal probability of being chosen. It is the furthest removed from any potential bias because there is no human judgement involved in selecting the sample.

For example, a random sample may include choosing the names of 25 employees out of a hat in a company of 250 employees. The population is all 250 employees, and the sample is random because each employee has an equal chance of being chosen.

Judgment Sampling

Auditor judgment may be used to select the sample from the full population. An auditor may only be concerned about transactions of a material nature. For example, assume the auditor sets the threshold for materiality for accounts payable transactions at $10,000. If the client provides a complete list of 15 transactions over $10,000, the auditor may just choose to review all transactions due to the small population size.

The auditor may alternatively identify all general ledger accounts with a variance greater than 10% from the prior period. In this case, the auditor is limiting the population from which the sample selection is being derived. Unfortunately, human judgment used in sampling always comes with the potential for bias, whether explicit or implicit.

Block Sampling

Block sampling takes a consecutive series of items within the population to use as the sample. For example, a list of all sales transactions in an accounting period could be sorted in various ways, including by date or by dollar amount.

An auditor may request that the company's accountant provide the list in one format or the other in order to select a sample from a specific segment of the list. This method requires very little modification on the auditor's part, but it is likely that a block of transactions will not be representative of the full population.

Systematic Sampling

Systematic sampling begins at a random starting point within the population and uses a fixed, periodic interval to select items for a sample. The sampling interval is calculated as the population size divided by the sample size. Despite the sample population being selected in advance, systematic sampling is still considered random if the periodic interval is determined beforehand and the starting point is random.

Assume that an auditor reviews the internal controls related to a company's cash account and wants to test the company policy that stipulates that checks exceeding $10,000 must be signed by two people. The population consists of every company check exceeding $10,000 during the fiscal year, which, in this example, was 300. The auditor uses probability statistics and determines that the sample size should be 20% of the population or 60 checks. The sampling interval is 5 or 300 checks ÷ 60 sample checks.

Therefore, the auditor selects every fifth check for testing. Assuming no errors are found in the sampling test work, the statistical analysis gives the auditor a 95% confidence rate that the check procedure was performed correctly. The auditor tests the sample of 60 checks and finds no errors, so he concludes that the internal control over cash is working properly.

Example of Sampling

Market sampling.

Businesses aim to sell their products and/or services to target markets . Before presenting products to the market, companies generally identify the needs and wants of their target audience. To do so, they may employ sampling of the target market population to gain a better understanding of those needs to later create a product and/or service that meets those needs. In this case, gathering the opinions of the sample helps to identify the needs of the whole.

Audit Sampling

During a financial audit , a certified public accountant (CPA) may use sampling to determine the accuracy and completeness of account balances in their client's financial statements. This is called audit sampling. Audit sampling is necessary when the population (the account transaction information) is large.

What Is Sampling Error?

Sampling error is what happens when the sample collected for review doesn't represent the entire population being studied. This jeopardizes the accuracy and validity of the study being conducted. For instance, sampling error occurs if researchers include professors in the sample when they're trying to determine how students feel about the university experience. Sampling error may be random or the result of some type of bias.

What Is Cluster Sampling?

Cluster sampling is a form of probability sampling. When researchers conduct cluster sampling, they divide the population into smaller groups. They then select individuals randomly from these groups to form their samples and conduct their studies. This kind of sampling is used when both the overall population and sample size is too large to handle.

What's the Difference Between Probability and Non-Probability Sampling?

Probability sampling gives researchers the chance to come to stronger conclusions about the entire population that is being studied. It involves the use of random sampling, which means that all of the participants in the group are equally likely to get a chance to be chosen as a representative sample of the entire population. The result is often unbiased.

Non-probability sampling, on the other hand, allows researchers to easily collect information. This type of sampling is generally biased as it is unknown which participants will be chosen as a sample.

Statisticians often resort to sampling in order to conduct research when they're dealing with large populations. Sampling is a technique that involves taking a small number of participants from a much bigger group. This is often found when data needs to be collected about the population, including statistical analysis, population surveys, and economic studies.

U.S. Bureau of Labor Statistics. " Monthly Employment Situation Report: Quick Guide to Methods and Measurement Issues ."

American Institute of Certified Public Accountants. " Section 350 Audit Sampling ," Page 2067.

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What is Systematic Sampling? Definition, Types, Examples

Appinio Research · 28.05.2024 · 32min read

Ever wondered how researchers select a group of people or items to study from a larger population? Well, that's where systematic sampling comes into play! Picture this: you have a massive pool of data or a large group of individuals, and you need to gather insights or draw conclusions from this vast sea of information. Systematic sampling is like having a strategic plan to pick out just the right pieces from the puzzle without feeling overwhelmed. It's like having a methodical way of selecting every "nth" element, where "n" is the sampling interval, ensuring that each piece gets a fair chance to be part of the sample.

But why is systematic sampling so important? Because it's like having a smart shortcut – it lets you capture the essence of the entire population without having to scrutinize every single element. Plus, it maintains a good balance between randomness and efficiency, giving you reliable results without breaking a sweat.

What is Systematic Sampling?

Systematic sampling is a statistical sampling technique used to select a sample from a larger population in a systematic way. Unlike random sampling methods that select elements randomly, systematic sampling involves choosing every "kth" element from a list or population, where "k" represents the sampling interval. This method ensures that each member of the population has an equal chance of being included in the sample, provided that the sampling interval is chosen appropriately.

How Systematic Sampling Works

The process of systematic sampling involves several key steps:

• Define the Population : Identify the population of interest that you want to study or draw conclusions about.
• Determine the Sampling Interval : Decide on the sampling interval "k," which represents the number of elements or units between each selected sample.
• Randomly Select a Starting Point : Randomly choose a starting point within the population to initiate the sampling process.
• Select Sample Units at Regular Intervals : Select sample units at regular intervals based on the sampling interval "k." For example, if the sampling interval is 5, you would select every 5th element from the population list.
• Calculate the Sample Size : Calculate the sample size based on the desired level of precision and confidence. The sample size is determined by dividing the population size by the sampling interval.

By following these steps, researchers can ensure that their systematic sampling process is conducted effectively and yields reliable results. Systematic sampling provides a structured and efficient approach to sample selection, making it a valuable tool for researchers in various fields of study.

Understanding Systematic Sampling

Let's delve deeper into the intricacies of systematic sampling and understand its key components and implications.

What is a Sampling Frame?

A sampling frame is essentially the backbone of any sampling method, including systematic sampling. It represents the list or set of individuals or items from which you draw your sample . In systematic sampling, the sampling frame plays a critical role in ensuring the representativeness of your sample. It should ideally encompass the entire population you're interested in studying. For instance, if you're conducting a survey on customer satisfaction in a particular city, your sampling frame would consist of all the residents or households in that city.

Advantages of Systematic Sampling

Systematic sampling offers several advantages that make it a popular choice in research methodology:

• Efficiency : Systematic sampling allows researchers to cover a large portion of the population with minimal resources and time. By selecting every "kth" element from the sampling frame, you achieve a representative sample without having to assess every single unit in the population.
• Ease of Implementation : Unlike some complex sampling methods, systematic sampling is relatively straightforward to implement. Once you determine the sampling interval and select a starting point, the rest of the process follows a systematic approach, making it accessible to researchers with varying levels of expertise.
• Randomness : Despite its systematic nature, systematic sampling maintains a level of randomness, which is crucial for reducing sampling bias in the sample selection process. As long as the sampling frame is representative of the population, systematic sampling ensures that each member of the population has an equal chance of being included in the sample.

Disadvantages of Systematic Sampling

While systematic sampling offers many benefits, it's essential to acknowledge its limitations and potential drawbacks:

• Risk of Bias : Systematic sampling may introduce bias if the population has a hidden pattern or periodicity that aligns with the sampling interval. For example, if you're surveying employees' satisfaction in a company where shifts are assigned systematically, systematic sampling may inadvertently skew the results.
• Limited Representativeness : The representativeness of the sample in systematic sampling hinges on the randomness of the selection process and the adequacy of the sampling frame. If the sampling interval isn't chosen carefully or certain population segments are inadvertently excluded from the sampling frame, the sample may not accurately reflect the population's characteristics.
• Vulnerability to Errors : Errors in the sampling frame or selection process can undermine the validity and reliability of the results obtained through systematic sampling. It's crucial to validate the sampling frame and ensure the selection process follows the intended systematic approach to minimize errors.

Types of Systematic Sampling

Systematic sampling can be implemented in various ways, each tailored to different research objectives and population characteristics. Let's explore some common types of systematic sampling:

1. Linear Systematic Sampling

Linear systematic sampling involves selecting sample units at regular intervals along a linear or sequential order within the population.

Application:  Linear systematic sampling is often used when the population is arranged in a sequential or linear manner, such as a queue, a production line, or a time series data.

Example:  In a manufacturing plant with products moving along a conveyor belt, every 10th product could be systematically sampled for quality control inspection.

2. Randomized Systematic Sampling

Randomized systematic sampling combines elements of random sampling and systematic sampling by introducing randomness in the selection of the starting point.

Application:  Randomized systematic sampling is useful when there is concern about potential biases introduced by the systematic selection process.

Example:  In a population of students listed alphabetically, instead of starting with the first student, a random starting point is selected to reduce the risk of bias.

3. Circular Systematic Sampling

Circular systematic sampling involves selecting sample units within the population at regular intervals in a circular or cyclic manner.

Application:  Circular systematic sampling is suitable for populations arranged in a circular or cyclic fashion, such as days of the week, months of the year, or compass directions.

Example:  To study weekly fluctuations in sales, a researcher might systematically sample sales data every Monday as a starting point and then select data points at weekly intervals.

4. Multi-Stage Systematic Sampling

Multi-stage systematic sampling involves applying systematic sampling at multiple stages or levels within a population.

Application:  Multi-stage systematic sampling is used when the population can be hierarchically divided into subgroups, with systematic sampling applied within each subgroup.

Example:  In a national survey, states could be systematically sampled first, followed by systematic sampling within each selected state to obtain a representative sample.

5. Stratified Systematic Sampling

Stratified systematic sampling involves dividing the population into distinct strata based on specific characteristics and then applying systematic sampling within each stratum.

Application:  Stratified systematic sampling ensures proportional representation of different subgroups within the population, leading to more accurate estimates for each subgroup.

Example:  In a survey on household income, households could be stratified by income levels, and systematic sampling could be applied within each income stratum to ensure representation across all income groups.

By understanding the various types of systematic sampling and their applications, researchers can choose the most suitable approach to obtain representative samples for their research studies . Each type of systematic sampling offers unique advantages and considerations, allowing researchers to tailor their sampling strategy to the specific characteristics of the population and research objectives.

Systematic Sampling vs. Other Sampling Methods

When it comes to sampling methods, systematic sampling is just one of several options available. Let's explore how it compares to other commonly used sampling techniques:

Systematic Sampling vs. Random Sampling

Random sampling involves selecting individuals or items from a population at random, where each member has an equal chance of being chosen.

• Randomness:  While systematic sampling introduces a level of systematicity by selecting every "kth" element, random sampling ensures complete randomness in selection.
• Representation: Random sampling may result in a more representative sample if executed properly, as it minimizes the risk of research bias .
• Efficiency:  Systematic sampling is often more efficient than random sampling in terms of time and resources since it follows a systematic pattern.

Systematic Sampling vs. Stratified Sampling

Stratified sampling involves dividing the population into distinct subgroups or strata based on specific characteristics and then selecting samples from each stratum.

• Representation:  Stratified sampling ensures that each population subgroup is represented proportionally in the sample, which can lead to more accurate estimates for each subgroup.
• Complexity:  While systematic sampling is relatively straightforward, stratified sampling requires careful identification and stratification of subgroups, adding complexity to the sampling process.
• Precision:  In cases where the population exhibits significant heterogeneity, stratified sampling may yield more precise estimates than systematic sampling.

Systematic Sampling vs. Cluster Sampling

Cluster sampling involves dividing the population into clusters or groups, selecting a random sample of clusters, and then sampling all members within the selected clusters.

• Cluster Size:  In cluster sampling, the clusters themselves are the sampling units, whereas in systematic sampling, individual elements or units within the population are sampled directly.
• Efficiency:  Cluster sampling can be more efficient when the population is naturally clustered or geographically dispersed, as it reduces the logistical challenges of reaching dispersed populations.
• Precision:  Systematic sampling generally provides more precise estimates for individual elements or units within the population compared to cluster sampling, especially if the clusters are heterogeneous.

By understanding the strengths and weaknesses of different sampling methods, researchers can select the most appropriate approach based on their specific research objectives, the nature of the population, and the available resources. While systematic sampling offers efficiency and ease of implementation, other methods such as random sampling, stratified sampling, and cluster sampling provide alternative strategies for obtaining representative samples in diverse research contexts.

How to Conduct Systematic Sampling?

Now that we've grasped the fundamental concepts of systematic sampling, let's break down the process into actionable steps to guide you through its implementation.

1. Define the Population

The first step in conducting systematic sampling is to define the population you intend to study or draw conclusions about. The population represents the entire group or set of individuals or items you want to examine. It's crucial to define the population accurately to ensure that your sample is representative and applicable to the target population.

For example, if you're studying customer preferences for a new product, your population would consist of all potential customers who might purchase or use the product.

2. Determine the Sampling Interval

Once you've defined the population, the next step is to determine the sampling interval, denoted by "k." The sampling interval refers to the number of elements or units between each selected sample in the population. The choice of the sampling interval depends on various factors, including the size of the population, the desired level of precision, and the resources available for sampling.

It's essential to strike a balance between the sampling interval and the representativeness of the sample. A smaller sampling interval provides a more representative sample but may require more resources, whereas a larger sampling interval may be more efficient but could compromise the representativeness of the sample.

3. Randomly Select a Starting Point

After determining the sampling interval, you need to randomly select a starting point within the population. Random selection helps ensure that the sample is representative and reduces the risk of bias.  You can use various methods to  select a starting point randomly , such as using random number generators or  randomly  choosing a starting point from a predefined list.  By introducing randomness in the selection process, you minimize the likelihood of systematic errors and ensure that each element in the population has an equal chance of being included in the sample.

4. Select Sample Units at Regular Intervals

Once you have a starting point, you can select sample units at regular intervals based on the sampling interval "k." For example, if the sampling interval is 5, you would select every 5th element from the population list. It's crucial to adhere strictly to the systematic pattern and avoid any deviations or biases in the selection process. By following a systematic approach, you maintain the randomness of the sample selection while ensuring that each element in the population has an equal chance of being included in the sample.

5. Calculate the Sample Size

Finally, calculate the sample size based on the desired level of precision and confidence. The sample size is determined by dividing the population size by the sampling interval. To calculate the sample size, divide the population size by the sampling interval. The formula is:

Sample size = Population size / k

• Sample size:  The number of elements or units to be included in the sample.
• Population size:  The total number of elements or units in the population.
• k:  The sampling interval.

For example, if the population size is 1000 and the sampling interval is 10, the sample size would be:

Sample size = 1000 / 10 = 100

Calculating the sample size beforehand ensures that your sample is appropriately sized to yield statistically valid results. However, factors such as the margin of error, confidence level, and variability within the population must also be considered when determining the sample size. Striking the right balance between sample size and statistical precision is crucial for obtaining reliable and meaningful insights from systematic sampling.

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Systematic Sampling Examples

Let's explore some examples to illustrate how systematic sampling works in real-world scenarios.

Example 1: Customer Satisfaction Survey

Imagine you're tasked with conducting a customer satisfaction survey for a retail store chain with 1000 customers. To obtain a representative sample using systematic sampling, follow these steps:

• Define the Population : The population consists of all 1000 customers who have made purchases at the retail store.
• Determine the Sampling Interval : Suppose you want to survey 100 customers. Calculate the sampling interval (𝑘): 𝑘 = Population size / Sample size = 1000 / 100 = 10
• Randomly Select a Starting Point : Randomly choose a customer from 1 to 10 as the starting point. Let's say you select customer number 3.
• Select Sample Units at Regular Intervals : Starting from customer number 3, select every 10th customer as part of the sample. The selected customers would be 3, 13, 23, 33, ..., 993.

Example 2: Quality Control Inspection

Suppose you're responsible for conducting quality control inspections on a production line that produces 5000 units per day. To ensure product quality using systematic sampling, follow these steps:

• Define the Population : The population consists of all 5000 units produced each day on the production line.
• Determine the Sampling Interval : Let's say you want to inspect 500 units per day. Calculate the sampling interval (𝑘 ): 𝑘 = Population size / Sample size = 5000 / 500 = 10
• Randomly Select a Starting Point : Randomly choose a unit from 1 to 10 as the starting point. Suppose you select unit number 7.
• Select Sample Units at Regular Intervals : Starting from unit number 7, select every 10th unit for inspection. The selected units would be 7, 17, 27, 37, ..., 4997.

These examples demonstrate how systematic sampling can be applied in various contexts to obtain representative samples efficiently. By following the systematic approach and applying appropriate calculations, researchers and professionals can make informed decisions based on the insights derived from the sampled data.

Systematic Sampling Considerations

Now that we've covered the basic steps of conducting systematic sampling, let's delve into some practical considerations that can enhance the reliability and validity of your sampling process.

Ensuring Randomness in Selecting the Starting Point

Randomness in selecting the starting point is crucial to minimize bias and ensure the representativeness of the sample. There are several methods you can employ to ensure randomness:

• Random Number Generators : Utilize random number generators, whether computer-based or manual, to select a starting point. This method eliminates human bias and ensures randomness in the selection process.
• Random Selection from a Predefined List : If your sampling frame is predefined (e.g., a list of addresses or customer IDs), randomly select a starting point from this list. Ensure that each element in the list has an equal chance of being chosen as the starting point.
• Shuffle and Pick : If you're working with physical samples or items, shuffle the list or items and blindly pick a starting point. This method introduces randomness and reduces the likelihood of systematic biases.

By incorporating  randomness into the starting point selection , you increase  the likelihood of obtaining a representative sample that accurately reflects the population's characteristics.

Dealing with Periodicity

Periodicity refers to the presence of a repeating pattern or cycle in the population that aligns with the sampling interval. To mitigate the effects of periodicity on systematic sampling:

• Introduce Randomness : If the population exhibits periodic patterns, introduce randomness in the selection process to disrupt the pattern. For example, randomly select the starting point or apply a random offset to the sampling interval.
• Adjust Sampling Interval : If possible, adjust the sampling interval to avoid aligning with the periodic pattern. Experiment with different intervals to minimize the impact of periodicity on the sample selection process.
• Combine with Other Sampling Methods : Consider combining systematic sampling with other sampling methods, such as stratified sampling or cluster sampling, to overcome the limitations imposed by periodicity. By diversifying your sampling approach, you can obtain a more robust and representative sample.

Handling Non-Random Sampling Frames

In some cases, the sampling frame may not be entirely random, leading to potential biases in the sample selection process. To address this challenge:

• Evaluate Sampling Frame : Thoroughly evaluate the sampling frame to identify any inherent biases or limitations. Assess its representativeness and consider whether adjustments are necessary to improve its validity.
• Correct Biases : If biases are present in the sampling frame, implement corrective measures to mitigate their impact on the sample selection process. For example, adjust the sample weights or apply statistical techniques to account for non-randomness in the sampling frame.
• Expand Sampling Frame : If possible, expand the sampling frame to include a more diverse and representative range of elements or units.  By broadening  the scope of the sampling frame , you  can reduce the risk of bias and enhance the generalizability of the findings.

Adjustments for Skewed Distributions

In cases where the population exhibits a skewed distribution, systematic sampling may yield a sample that does not accurately reflect the population's characteristics. To address this issue:

• Stratified Sampling : If the population is heterogeneous and exhibits significant variability, consider stratified sampling. Divide the population into homogeneous strata based on relevant characteristics and then apply systematic sampling within each stratum. This approach ensures that each subgroup is adequately represented in the sample.
• Weighting : Apply weighting techniques to adjust for the unequal probabilities of selection introduced by systematic sampling. Assign weights to each sampled unit based on its probability of selection, ensuring that units with lower probabilities are given greater weight in the analysis.
• Alternative Sampling Methods : Explore alternative sampling methods, such as cluster sampling or quota sampling, that may be more suitable for skewed distributions. These methods offer flexibility in sample selection and can accommodate non-normal distributions more effectively than systematic sampling alone.

How to Analyze Systematic Sampling Results?

Now that you've completed the systematic sampling process and collected your data, it's time to analyze the results. We'll explore various techniques for analyzing systematic sampling data and extracting meaningful insights.

1. Estimate Population Parameters

One of the primary objectives of systematic sampling is to estimate population parameters based on the characteristics of the sample. Population parameters , such as the mean, median, variance, or proportion, provide valuable insights into the population's characteristics.

To estimate population parameters from your sample data, you can use statistical techniques such as:

• Point Estimation : Calculate point estimates of population parameters using sample statistics. For example, use the sample mean to estimate the population mean or the sample proportion to estimate the population proportion.
• Interval Estimation : Construct confidence intervals around the point estimates to quantify the uncertainty associated with the estimates. Confidence intervals provide a range of values within which the population parameter is likely to fall with a certain level of confidence.

Estimating population parameters from your systematic sample allows you to make inferences about the population with a known degree of uncertainty.

2. Calculate the Standard Error

Standard error measures the variability or uncertainty in estimating a population parameter based on a sample. It provides a measure of the precision of the estimate and helps assess the reliability of the results.

To calculate the standard error for systematic sampling, you can use the following formula:

SE = s / √n

• SE  is the standard error.
• s  is the sample standard deviation.
• n  is the sample size.

For example, if you have a sample with a standard deviation of 2 and a sample size of 100, the standard error would be:

SE = 2 / √100 = 0.2

The standard error quantifies the dispersion of sample estimates around the true population parameter. A smaller standard error indicates greater precision in the estimate, while a larger standard error suggests greater uncertainty.

3. Interpret Confidence Intervals

Confidence intervals provide a range of values within which the population parameter is likely to fall with a certain level of confidence. The width of the confidence interval reflects the precision of the estimate, with narrower intervals indicating greater precision. When interpreting confidence intervals, consider the following:

• Confidence Level : The confidence level represents the probability that the true population parameter falls within the confidence interval. Standard confidence levels include 90%, 95%, and 99%.
• Margin of Error : The margin of error , or the half-width of the confidence interval, quantifies the uncertainty associated with the estimate. A smaller margin of error indicates greater precision in the estimate.

Interpreting confidence intervals allows you to make informed decisions and draw meaningful conclusions about the population based on your sample data.

4. Assess Sampling Bias

Sampling bias occurs when specific segments of the population are systematically excluded or underrepresented in the sample, leading to skewed or inaccurate estimates of population parameters. To assess sampling bias in systematic sampling:

• Compare Sample Characteristics : Compare the characteristics of the sample with those of the population to identify any discrepancies or biases. Look for systematic patterns or differences that may indicate sampling bias.
• Sensitivity Analysis : Conduct sensitivity analysis using varying key parameters, such as the sampling interval or starting point, to assess the robustness of the results. Evaluate how changes in these parameters affect the estimates of population parameters.
• Bias Correction : If sampling bias is detected, consider applying bias correction techniques to adjust the estimates and improve their accuracy. These techniques may involve weighting adjustments or statistical modeling to account for the biases introduced by systematic sampling.

By assessing sampling bias and addressing any discrepancies or limitations in the sampling process, you can enhance the validity and reliability of your systematic sampling results.

Systematic Sampling Tips

Implementing systematic sampling effectively requires careful planning and attention to detail. Here are some best practices and tips to enhance the quality and reliability of your sampling process:

• Ensure Adequate Sampling Frame : Start with a comprehensive and representative sampling frame that includes all elements or units of the population of interest. A well-defined sampling frame forms the basis for systematic sampling and ensures the generalizability of your results.
• Randomize Starting Point Selection : To minimize bias and ensure randomness in the sample selection process, randomly select the starting point within the sampling frame. Utilize random number generators or random selection techniques to achieve randomness.
• Verify Sampling Interval Appropriateness : Evaluate the sampling interval to ensure it strikes a balance between efficiency and representativeness. Adjust the sampling interval as needed to avoid periodicity or bias in the sample selection process.
• Document Sampling Procedure : Maintain detailed documentation of the sampling procedure, including the sampling frame, sampling interval, starting point selection method, and any adjustments made during the sampling process. Documentation ensures transparency and reproducibility in your research.
• Validate Sample Representativeness : Assess the representativeness of the sample by comparing its characteristics with those of the population. Conduct sensitivity analyses and validity checks to verify the robustness of your sample.
• Consider Stratification : If the population exhibits significant heterogeneity, consider stratified sampling to ensure adequate representation of different subgroups. Stratification improves the precision of estimates and enhances the validity of the sample.
• Monitor Sampling Errors : Regularly monitor and address potential sources of sampling errors, such as biases, non-response, or data collection inconsistencies. Implement quality control measures to minimize errors and ensure the reliability of your results.
• Calculate Sample Size Appropriately : Determine the sample size based on statistical principles and considerations such as the desired level of precision, confidence level, and variability within the population. Use sample size calculators or statistical software to determine the optimal sample size.
• Apply Weighting Techniques : If necessary, apply weighting techniques to adjust for unequal probabilities of selection or non-response in the sample. Weighted estimates help correct biases and improve the accuracy of population parameter estimates.
• Validate Results with External Data : Validate your systematic sampling results by comparing them with external data sources or alternative sampling methods. Cross-validation enhances the credibility of your findings and provides additional confidence in the results.

By following these tips, you can optimize your systematic sampling process and obtain reliable, actionable insights from your research.

Conclusion for Systematic Sampling

Systematic sampling offers a straightforward yet powerful approach to gathering data from large populations. By following a systematic pattern of selection, researchers can efficiently capture the essence of the entire population without having to examine every single element. This method not only saves time and resources but also ensures the validity and reliability of the results obtained. Whether you're conducting market research , opinion polling, or quality control, systematic sampling provides a reliable framework for obtaining meaningful insights. Incorporating best practices such as randomizing the starting point selection, validating the representativeness of the sample, and assessing potential biases can further enhance the quality of systematic sampling outcomes. By implementing these strategies and techniques, researchers can confidently draw conclusions and make informed decisions based on the findings obtained through systematic sampling. So, the next time you need to gather data from a large population, remember the power of systematic sampling – it's your trusted companion in the journey of research and discovery.

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