Upcoming-ExamsFinance-Account-AssistantFAA-STATISTICSNotesTopic (ii) — Methods of Collecting Data

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Statistics — syllabus topic (ii) of 10 · 🎯 PYQs from this topic: 2024 Q72 - 2022 Q35 - 2022 Q31

Part of the full combined notes. · 2 PYQ callouts inside.


⚠️ Questionnaires (topic (iii)) sit inside this topic in the original notes, because a questionnaire is one of the primary collection methods. They have been moved to their own file: ST-3-Preparation-of-Questionnaires.

🔷 TOPIC (ii) — METHODS OF COLLECTING PRIMARY AND SECONDARY DATA

Syllabus topic (ii) of 10 · runs until Topic (iv)

Covers: primary methods — experiment, interview, observation, questionnaire, schedules, local correspondents, projective techniques · secondary sources · precautions 🎯 Asked: 2024 · Q72example of primary data collection · 2022 · Q35method of collecting secondary data · 2022 · Q31sampling error

⚠️ Topic (iii) — Preparation of Questionnaires — is nested inside this topic, because the questionnaire is one of the primary collection methods. It is bracketed separately below.


PART A — PRIMARY DATA COLLECTION METHODS

Note: the original notes number these 1, 2 … then jump to 6–9 for the "other important methods" and 10 for projective techniques. That numbering is kept as written.

1. Experiment Method

Manipulating one variable to determine whether changes in it cause changes in another.

Three kinds of variables [x + y = z]

  • Independent variable
  • Dependent variable
  • Controlled variable / controlled environment
Adequacy — use whenMeritsDemerits
No outside factor may affect the outcomePromises more accuracyResults valid only in controlled conditions
A hypothesis must be validatedReliable, bias-free dataCostly
Fair and unbiased data is requiredWorks with heterogeneous (varied) factorsTime consuming
Repeated trials are requiredUniquely isolates causal factors; highly controlledSuits only simple, limited-scope problems
Scientific purposes

2. Interview Method

🎯 2024 · Q72"What is an example of a primary data collection method?"

a) Surveying existing research papers · b) Reviewing census data · c) Analyzing historical records · d) Conducting interviews and surveysAnswer: D. The mirror image of Q71 — the paper tested the same primary/secondary split from both directions in one exam.

Based on oral or verbal stimuli.

graph TD
    A[Interview Method] --> B[Direct Interview]
    A --> C[Indirect Interview]

2.1 Direct Interview

The investigator directly contacts the respondent.

Adequacy — use whenMeritsDemerits
The field of investigation is very smallOriginal data is collectedCostly and time consuming
A secret is to be keptAccurate — data personally collectedNot suitable for a wide area
A high degree of originality is requiredComparative study is possibleTraining and skill are required
Direct contact is requiredElastic — questions can be adjustedRisk of investigator's personal bias

2.2 Indirect Interview

Also called Indirect Personal Interview or Indirect Oral Interview. The investigator collects information from someone else who has the required information about the subject.

Adequacy — use whenMeritsDemerits
The area of investigation is wideWide coverageLess reliable — collected from a third party
Informants cannot be contacted directlyIndependent of personal biasInformation providers may lack interest
Private information is being collectedEconomicalLack of uniformity
An expert point of view is needed

2.3 Telephonic Interview

The dominant method. Questions are asked over the phone.

Adequacy — use whenMeritsDemerits
The respondent is reluctant to be interviewed in personCheaper, and higher response than mailingReactions and gestures cannot be recorded (bias)
A personal interview is not possibleTime efficientPeople without a phone connection cannot be reached
Wide coverageQuestions must be crisp and clear — difficult

2.4 Other important interview methods

MethodMeaning
(i) StructuredA set of predefined questions is used
(ii) UnstructuredNo system of predetermined questions
(iii) FocussedAttention focused on a given experience of the respondent and its possible effects
(iv) ClinicalConcerns broad underlying feelings and motivations, or the individual's life experience, rather than a specific experience
(v) GroupA group of 6 to 8 individuals is interviewed
(vi) SelectionFor selecting people for certain jobs
(vii) Depth (in-depth)Qualitative, unstructured, single respondent, highly skilled interviewer — to reach motivations, beliefs, attitudes and feelings

2.5 Types of interview questions

#TypeMeaning
ComprehensionAsks about prior experiences or employment
AnalyticalA problem with little information is given, to be solved
Open-ended / unrestrictedCannot be answered with "Yes" or "No"
Closed-ended / restrictedAnswerable in one word — "Yes", "No", etc.
ProbingOften begin with "What" or "How" to invite detail; "Do you"/"Are you" invite personal reflection
ContingencyAsked only if the respondent gives a particular response — follow-up questions
LeadingPush the respondent towards answering in a particular manner
LoadingControversial questions containing presuppositions that force an answer

⚠️ Leading and loading questions must be avoided in questionnaire design — see Topic (iii).


3. Observation Method

Data from the field is collected by the observer through observation.

Adequacy — use whenMeritsDemerits
A hypothesis is to be testedCurrent information is collectedCostly and time consuming
Non-verbal communication mattersSubjective bias is eradicatedUnforeseen factors may intrude
Independent of the respondent's manipulationRespondent's opinion cannot be recorded on some subjects

3.1 Classification of the observation method

graph TD
    Root[Classification] --> Plan[Plan]
    Root --> Conditions[Conditions]
    Root --> Participation[Participation]

    Plan --> Structured
    Plan --> Unstructured

    Conditions --> Controlled["Controlled<br>(Controlled conditions)"]
    Conditions --> Uncontrolled["Uncontrolled<br>(Naturalistic conditions)"]

    Participation --> C_Obs["==Complete observer=="]
    Participation --> Obs_Part["==Observer as participant=="]
    Participation --> Part_Obs["==Participant as observer=="]
    Participation --> C_Part["==Complete participant=="]

    C_Part -.-> Note["(Participant observation & Non-participant obs)"]

Disguised observation — the observer's identity is unknown to the subject. Example: "mystery shopping".


PART B — TOPIC (ii) RESUMED: REMAINING PRIMARY METHODS

Schedules, local correspondents and projective techniques are collection methods, so they belong to Topic (ii). The "Questionnaires vs Schedules" comparison below also relates to Topic (iii).


4. Schedules

A questionnaire filled in by enumerators. The investigator or enumerator personally visits informants with the questionnaire, asks the questions and notes the responses.

Adequacy — use whenMeritsDemerits
Enough funds are availableWide coverageExpensive
Skilled, trained enumerators are availableData is reliableTime consuming
More accurate and reliable results are requiredFewer chances of biasTrained enumerators are needed for reliable data
Direct contact with the respondent is possibleCan be used for illiterate respondentsFraming an ideal questionnaire is difficult
It is a questionnaire-cum-observation method

5. Data from Local Correspondents

The investigator appoints a local correspondent or agent who collects information on the investigator's behalf.

Adequacy — use whenMeritsDemerits
A regular supply of information is requiredWide coverageChances of personal bias
The area of investigation is wideCost efficientLess accurate
A high degree of accuracy is not requiredTime efficientLack of originality
Lack of uniformity

6. Questionnaires vs Schedules

#QuestionnaireSchedule
1MailedFilled by enumerator
2CheapExpensive
3Non-response highNon-response low
4Respondent not clearly knownRespondent known
5SlowFast
6Respondent must be literateNot required
7High risk of biasLow risk of bias
8Needs to be attractiveNot required — filled by the enumerator
9Observation not possibleObservation can be used

7–9. Other Important Methods

#MethodMeaning
6Warranty cardsPostal-sized cards
7Distributor / Store auditsThrough distributors and manufacturers, via salesmen
8Consumer panelsConsumers maintain detailed daily records
9Mechanical / electronic devicesCameras, ratings, reviews

10. Projective Techniques

Also known as Indirect Interviewing.

  • Used to reach underlying motives and intentions
  • Applied where the respondent resists revealing them
  • Requires intensive training
#Technique
(i)Word association tests
(ii)Sentence completion tests
(iii)Story completion tests
(iv)Quizzes
(v)Verbal projection tests
(vi)Pictorial techniques — see below

10.1 Pictorial techniques

TestKey features
(a) Thematic Apperception Test (T.A.T.)A set of pictures showing day-to-day or ambiguous events; responses are recorded
(b) Rosenzweig testCartoons with empty balloons inserted above
(c) Rorschach testTen cards with inkblots; symmetric but meaningless designs; used frequently, but validity is questioned
(d) Holtzman Inkblot Test (HIT)A modification of the Rorschach; 45 cards; uses shading, movement and colour
(e) Tomkins-Horn Picture Arrangement TestDesigned for group administration; 25 plates, each with three sketches; the arrangement portrays a sequence of events

PART C — SECONDARY DATA COLLECTION

Secondary data can be published or unpublished.

1. Published sources

🎯 2022 · Q35"Which of the following is a method used for collecting SECONDARY data?"

a) Experiments · b) Personal Interview · c) Questionnaire · d) Government PublicationsAnswer: D. Government publications are the classic secondary source, and the most-repeated example.

#SourceExamples
1Government publicationsAnnual Survey of Industries · Agriculture Statistics Report · Indian Trade Journal
2International organisationsUNO reports · WHO reports · World Bank Annual Report
3Semi-official organisationsReports of municipal corporations and district boards on health, sanitation, births, deaths
4Committees and commissionsBodies appointed by central or state governments — e.g. Tariff Commission, Patel Commission
5Private publicationsJournals · newspapers · research institutions · articles · reviews · reports

2. Unpublished data

Some research institutes and universities do not publish their data, but it can still be used as a secondary source.

3. Precautions When Using Secondary Data

TestWhat to check
1. ReliabilitySource of the data · who collected it · when it was collected · methods used · bias in compilation · accuracy desired vs achieved
2. SuitabilityIs it suitable for the objective, nature and scope of the present enquiry?
3. AdequacyIs the level of accuracy achieved by this data adequate?

Demerits of secondary data:

  • Proper data-collection procedure may not have been used
  • Out-dated data
  • Bias
  • Does not fulfil the accuracy needs of the research
  • Not suitable for the period of investigation

4. One-Shot Recapitulation

#PrimarySecondary
1Real-time dataPast data
2Specific to the researcher's needsOften not specific to the researcher's needs
3ExpensiveLess costly, or free
4Time consumingTime efficient
5High control over qualityLess control over quality
6Rudimentary formRefined form
7Collected by the original researcherCollected by succeeding researchers
8Researcher owns the dataResearcher may use it but cannot claim ownership

Examples

PrimarySecondary
Minutes of meetings, autobiographiesFact books
Books and journal/newspaper articles written at the time of the eventBiographies
Documentaries, audio and video recordingsGeneral histories
Maps, paintings, sculptures, drawingsJournals (other than those in the primary column)
Personal accountsBooks

END OF TOPIC (ii) — Topic (iv) begins below.



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