independent and dependent variables and control and experimental groups

Research Variables 101

Independent variables, dependent variables, control variables and more

By: Derek Jansen (MBA) | Expert Reviewed By: Kerryn Warren (PhD) | January 2023

If you’re new to the world of research, especially scientific research, you’re bound to run into the concept of variables , sooner or later. If you’re feeling a little confused, don’t worry – you’re not the only one! Independent variables, dependent variables, confounding variables – it’s a lot of jargon. In this post, we’ll unpack the terminology surrounding research variables using straightforward language and loads of examples .

Overview: Variables In Research

What (exactly) is a variable?

The simplest way to understand a variable is as any characteristic or attribute that can experience change or vary over time or context – hence the name “variable”. For example, the dosage of a particular medicine could be classified as a variable, as the amount can vary (i.e., a higher dose or a lower dose). Similarly, gender, age or ethnicity could be considered demographic variables, because each person varies in these respects.

Within research, especially scientific research, variables form the foundation of studies, as researchers are often interested in how one variable impacts another, and the relationships between different variables. For example:

• How someone’s age impacts their sleep quality
• How different teaching methods impact learning outcomes
• How diet impacts weight (gain or loss)

As you can see, variables are often used to explain relationships between different elements and phenomena. In scientific studies, especially experimental studies, the objective is often to understand the causal relationships between variables. In other words, the role of cause and effect between variables. This is achieved by manipulating certain variables while controlling others – and then observing the outcome. But, we’ll get into that a little later…

The “Big 3” Variables

Variables can be a little intimidating for new researchers because there are a wide variety of variables, and oftentimes, there are multiple labels for the same thing. To lay a firm foundation, we’ll first look at the three main types of variables, namely:

• Independent variables (IV)
• Dependant variables (DV)
• Control variables

What is an independent variable?

Simply put, the independent variable is the “ cause ” in the relationship between two (or more) variables. In other words, when the independent variable changes, it has an impact on another variable.

For example:

• Increasing the dosage of a medication (Variable A) could result in better (or worse) health outcomes for a patient (Variable B)
• Changing a teaching method (Variable A) could impact the test scores that students earn in a standardised test (Variable B)
• Varying one’s diet (Variable A) could result in weight loss or gain (Variable B).

It’s useful to know that independent variables can go by a few different names, including, explanatory variables (because they explain an event or outcome) and predictor variables (because they predict the value of another variable). Terminology aside though, the most important takeaway is that independent variables are assumed to be the “cause” in any cause-effect relationship. As you can imagine, these types of variables are of major interest to researchers, as many studies seek to understand the causal factors behind a phenomenon.

Need a helping hand?

What is a dependent variable?

While the independent variable is the “ cause ”, the dependent variable is the “ effect ” – or rather, the affected variable . In other words, the dependent variable is the variable that is assumed to change as a result of a change in the independent variable.

Keeping with the previous example, let’s look at some dependent variables in action:

• Health outcomes (DV) could be impacted by dosage changes of a medication (IV)
• Students’ scores (DV) could be impacted by teaching methods (IV)
• Weight gain or loss (DV) could be impacted by diet (IV)

In scientific studies, researchers will typically pay very close attention to the dependent variable (or variables), carefully measuring any changes in response to hypothesised independent variables. This can be tricky in practice, as it’s not always easy to reliably measure specific phenomena or outcomes – or to be certain that the actual cause of the change is in fact the independent variable.

As the adage goes, correlation is not causation . In other words, just because two variables have a relationship doesn’t mean that it’s a causal relationship – they may just happen to vary together. For example, you could find a correlation between the number of people who own a certain brand of car and the number of people who have a certain type of job. Just because the number of people who own that brand of car and the number of people who have that type of job is correlated, it doesn’t mean that owning that brand of car causes someone to have that type of job or vice versa. The correlation could, for example, be caused by another factor such as income level or age group, which would affect both car ownership and job type.

To confidently establish a causal relationship between an independent variable and a dependent variable (i.e., X causes Y), you’ll typically need an experimental design , where you have complete control over the environmen t and the variables of interest. But even so, this doesn’t always translate into the “real world”. Simply put, what happens in the lab sometimes stays in the lab!

As an alternative to pure experimental research, correlational or “ quasi-experimental ” research (where the researcher cannot manipulate or change variables) can be done on a much larger scale more easily, allowing one to understand specific relationships in the real world. These types of studies also assume some causality between independent and dependent variables, but it’s not always clear. So, if you go this route, you need to be cautious in terms of how you describe the impact and causality between variables and be sure to acknowledge any limitations in your own research.

What is a control variable?

In an experimental design, a control variable (or controlled variable) is a variable that is intentionally held constant to ensure it doesn’t have an influence on any other variables. As a result, this variable remains unchanged throughout the course of the study. In other words, it’s a variable that’s not allowed to vary – tough life 🙂

As we mentioned earlier, one of the major challenges in identifying and measuring causal relationships is that it’s difficult to isolate the impact of variables other than the independent variable. Simply put, there’s always a risk that there are factors beyond the ones you’re specifically looking at that might be impacting the results of your study. So, to minimise the risk of this, researchers will attempt (as best possible) to hold other variables constant . These factors are then considered control variables.

Some examples of variables that you may need to control include:

• Temperature
• Time of day
• Noise or distractions

Which specific variables need to be controlled for will vary tremendously depending on the research project at hand, so there’s no generic list of control variables to consult. As a researcher, you’ll need to think carefully about all the factors that could vary within your research context and then consider how you’ll go about controlling them. A good starting point is to look at previous studies similar to yours and pay close attention to which variables they controlled for.

Of course, you won’t always be able to control every possible variable, and so, in many cases, you’ll just have to acknowledge their potential impact and account for them in the conclusions you draw. Every study has its limitations , so don’t get fixated or discouraged by troublesome variables. Nevertheless, always think carefully about the factors beyond what you’re focusing on – don’t make assumptions!

Other types of variables

As we mentioned, independent, dependent and control variables are the most common variables you’ll come across in your research, but they’re certainly not the only ones you need to be aware of. Next, we’ll look at a few “secondary” variables that you need to keep in mind as you design your research.

• Moderating variables
• Mediating variables
• Confounding variables
• Latent variables

Let’s jump into it…

What is a moderating variable?

A moderating variable is a variable that influences the strength or direction of the relationship between an independent variable and a dependent variable. In other words, moderating variables affect how much (or how little) the IV affects the DV, or whether the IV has a positive or negative relationship with the DV (i.e., moves in the same or opposite direction).

For example, in a study about the effects of sleep deprivation on academic performance, gender could be used as a moderating variable to see if there are any differences in how men and women respond to a lack of sleep. In such a case, one may find that gender has an influence on how much students’ scores suffer when they’re deprived of sleep.

It’s important to note that while moderators can have an influence on outcomes , they don’t necessarily cause them ; rather they modify or “moderate” existing relationships between other variables. This means that it’s possible for two different groups with similar characteristics, but different levels of moderation, to experience very different results from the same experiment or study design.

What is a mediating variable?

Mediating variables are often used to explain the relationship between the independent and dependent variable (s). For example, if you were researching the effects of age on job satisfaction, then education level could be considered a mediating variable, as it may explain why older people have higher job satisfaction than younger people – they may have more experience or better qualifications, which lead to greater job satisfaction.

Mediating variables also help researchers understand how different factors interact with each other to influence outcomes. For instance, if you wanted to study the effect of stress on academic performance, then coping strategies might act as a mediating factor by influencing both stress levels and academic performance simultaneously. For example, students who use effective coping strategies might be less stressed but also perform better academically due to their improved mental state.

In addition, mediating variables can provide insight into causal relationships between two variables by helping researchers determine whether changes in one factor directly cause changes in another – or whether there is an indirect relationship between them mediated by some third factor(s). For instance, if you wanted to investigate the impact of parental involvement on student achievement, you would need to consider family dynamics as a potential mediator, since it could influence both parental involvement and student achievement simultaneously.

What is a confounding variable?

A confounding variable (also known as a third variable or lurking variable ) is an extraneous factor that can influence the relationship between two variables being studied. Specifically, for a variable to be considered a confounding variable, it needs to meet two criteria:

• It must be correlated with the independent variable (this can be causal or not)
• It must have a causal impact on the dependent variable (i.e., influence the DV)

Some common examples of confounding variables include demographic factors such as gender, ethnicity, socioeconomic status, age, education level, and health status. In addition to these, there are also environmental factors to consider. For example, air pollution could confound the impact of the variables of interest in a study investigating health outcomes.

Naturally, it’s important to identify as many confounding variables as possible when conducting your research, as they can heavily distort the results and lead you to draw incorrect conclusions . So, always think carefully about what factors may have a confounding effect on your variables of interest and try to manage these as best you can.

What is a latent variable?

Latent variables are unobservable factors that can influence the behaviour of individuals and explain certain outcomes within a study. They’re also known as hidden or underlying variables , and what makes them rather tricky is that they can’t be directly observed or measured . Instead, latent variables must be inferred from other observable data points such as responses to surveys or experiments.

For example, in a study of mental health, the variable “resilience” could be considered a latent variable. It can’t be directly measured , but it can be inferred from measures of mental health symptoms, stress, and coping mechanisms. The same applies to a lot of concepts we encounter every day – for example:

• Emotional intelligence
• Quality of life
• Business confidence
• Ease of use

One way in which we overcome the challenge of measuring the immeasurable is latent variable models (LVMs). An LVM is a type of statistical model that describes a relationship between observed variables and one or more unobserved (latent) variables. These models allow researchers to uncover patterns in their data which may not have been visible before, thanks to their complexity and interrelatedness with other variables. Those patterns can then inform hypotheses about cause-and-effect relationships among those same variables which were previously unknown prior to running the LVM. Powerful stuff, we say!

Let’s recap

In the world of scientific research, there’s no shortage of variable types, some of which have multiple names and some of which overlap with each other. In this post, we’ve covered some of the popular ones, but remember that this is not an exhaustive list .

To recap, we’ve explored:

• Independent variables (the “cause”)
• Dependent variables (the “effect”)
• Control variables (the variable that’s not allowed to vary)

If you’re still feeling a bit lost and need a helping hand with your research project, check out our 1-on-1 coaching service , where we guide you through each step of the research journey. Also, be sure to check out our free dissertation writing course and our collection of free, fully-editable chapter templates .

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 ...

Very informative, concise and helpful. Thank you

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Statistics By Jim

Making statistics intuitive

Independent and Dependent Variables: Differences & Examples

By Jim Frost 15 Comments

In this post, learn the definitions of independent and dependent variables, how to identify each type, how they differ between different types of studies, and see examples of them in use.

What is an Independent Variable?

Independent variables (IVs) are the ones that you include in the model to explain or predict changes in the dependent variable. The name helps you understand their role in statistical analysis. These variables are independent . In this context, independent indicates that they stand alone and other variables in the model do not influence them. The researchers are not seeking to understand what causes the independent variables to change.

Independent variables are also known as predictors, factors , treatment variables, explanatory variables, input variables, x-variables, and right-hand variables—because they appear on the right side of the equals sign in a regression equation. In notation, statisticians commonly denote them using Xs. On graphs, analysts place independent variables on the horizontal, or X, axis.

In machine learning, independent variables are known as features.

For example, in a plant growth study, the independent variables might be soil moisture (continuous) and type of fertilizer (categorical).

Statistical models will estimate effect sizes for the independent variables.

Relate post : Effect Sizes in Statistics

Including independent variables in studies

The nature of independent variables changes based on the type of experiment or study:

Controlled experiments : Researchers systematically control and set the values of the independent variables. In randomized experiments, relationships between independent and dependent variables tend to be causal. The independent variables cause changes in the dependent variable.

Observational studies : Researchers do not set the values of the explanatory variables but instead observe them in their natural environment. When the independent and dependent variables are correlated, those relationships might not be causal.

When you include one independent variable in a regression model, you are performing simple regression. For more than one independent variable, it is multiple regression. Despite the different names, it’s really the same analysis with the same interpretations and assumptions.

Determining which IVs to include in a statistical model is known as model specification. That process involves in-depth research and many subject-area, theoretical, and statistical considerations. At its most basic level, you’ll want to include the predictors you are specifically assessing in your study and confounding variables that will bias your results if you don’t add them—particularly for observational studies.

For more information about choosing independent variables, read my post about Specifying the Correct Regression Model .

Related posts : Randomized Experiments , Observational Studies , Covariates , and Confounding Variables

What is a Dependent Variable?

The dependent variable (DV) is what you want to use the model to explain or predict. The values of this variable depend on other variables. It is the outcome that you’re studying. It’s also known as the response variable, outcome variable, and left-hand variable. Statisticians commonly denote them using a Y. Traditionally, graphs place dependent variables on the vertical, or Y, axis.

For example, in the plant growth study example, a measure of plant growth is the dependent variable. That is the outcome of the experiment, and we want to determine what affects it.

How to Identify Independent and Dependent Variables

If you’re reading a study’s write-up, how do you distinguish independent variables from dependent variables? Here are some tips!

Identifying IVs

How statisticians discuss independent variables changes depending on the field of study and type of experiment.

In randomized experiments, look for the following descriptions to identify the independent variables:

• Independent variables cause changes in another variable.
• The researchers control the values of the independent variables. They are controlled or manipulated variables.
• Experiments often refer to them as factors or experimental factors. In areas such as medicine, they might be risk factors.
• Treatment and control groups are always independent variables. In this case, the independent variable is a categorical grouping variable that defines the experimental groups to which participants belong. Each group is a level of that variable.

In observational studies, independent variables are a bit different. While the researchers likely want to establish causation, that’s harder to do with this type of study, so they often won’t use the word “cause.” They also don’t set the values of the predictors. Some independent variables are the experiment’s focus, while others help keep the experimental results valid.

Here’s how to recognize independent variables in observational studies:

• IVs explain the variability, predict, or correlate with changes in the dependent variable.
• Researchers in observational studies must include confounding variables (i.e., confounders) to keep the statistical results valid even if they are not the primary interest of the study. For example, these might include the participants’ socio-economic status or other background information that the researchers aren’t focused on but can explain some of the dependent variable’s variability.
• The results are adjusted or controlled for by a variable.

Regardless of the study type, if you see an estimated effect size, it is an independent variable.

Identifying DVs

Dependent variables are the outcome. The IVs explain the variability or causes changes in the DV. Focus on the “depends” aspect. The value of the dependent variable depends on the IVs. If Y depends on X, then Y is the dependent variable. This aspect applies to both randomized experiments and observational studies.

In an observational study about the effects of smoking, the researchers observe the subjects’ smoking status (smoker/non-smoker) and their lung cancer rates. It’s an observational study because they cannot randomly assign subjects to either the smoking or non-smoking group. In this study, the researchers want to know whether lung cancer rates depend on smoking status. Therefore, the lung cancer rate is the dependent variable.

In a randomized COVID-19 vaccine experiment , the researchers randomly assign subjects to the treatment or control group. They want to determine whether COVID-19 infection rates depend on vaccination status. Hence, the infection rate is the DV.

Note that a variable can be an independent variable in one study but a dependent variable in another. It depends on the context.

For example, one study might assess how the amount of exercise (IV) affects health (DV). However, another study might study the factors (IVs) that influence how much someone exercises (DV). The amount of exercise is an independent variable in one study but a dependent variable in the other!

How Analyses Use IVs and DVs

Regression analysis and ANOVA mathematically describe the relationships between each independent variable and the dependent variable. Typically, you want to determine how changes in one or more predictors associate with changes in the dependent variable. These analyses estimate an effect size for each independent variable.

Suppose researchers study the relationship between wattage, several types of filaments, and the output from a light bulb. In this study, light output is the dependent variable because it depends on the other two variables. Wattage (continuous) and filament type (categorical) are the independent variables.

After performing the regression analysis, the researchers will understand the nature of the relationship between these variables. How much does the light output increase on average for each additional watt? Does the mean light output differ by filament types? They will also learn whether these effects are statistically significant.

Related post : When to Use Regression Analysis

Graphing Independent and Dependent Variables

As I mentioned earlier, graphs traditionally display the independent variables on the horizontal X-axis and the dependent variable on the vertical Y-axis. The type of graph depends on the nature of the variables. Here are a couple of examples.

Suppose you experiment to determine whether various teaching methods affect learning outcomes. Teaching method is a categorical predictor that defines the experimental groups. To display this type of data, you can use a boxplot, as shown below.

The groups are along the horizontal axis, while the dependent variable, learning outcomes, is on the vertical. From the graph, method 4 has the best results. A one-way ANOVA will tell you whether these results are statistically significant. Learn more about interpreting boxplots .

Now, imagine that you are studying people’s height and weight. Specifically, do height increases cause weight to increase? Consequently, height is the independent variable on the horizontal axis, and weight is the dependent variable on the vertical axis. You can use a scatterplot to display this type of data.

It appears that as height increases, weight tends to increase. Regression analysis will tell you if these results are statistically significant. Learn more about interpreting scatterplots .

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Reader Interactions

April 2, 2024 at 2:05 am

Hi again Jim

Thanks so much for taking an interest in New Zealand’s Equity Index.

Rather than me trying to explain what our Ministry of Education has done, here is a link to a fairly short paper. Scroll down to page 4 of this (if you have the inclination) – https://fyi.org.nz/request/21253/response/80708/attach/4/1301098%20Response%20and%20Appendix.pdf

The Equity Index is used to allocate only 4% of total school funding. The most advantaged 5% of schools get no “equity funding” and the other 95% get a share of the equity funding pool based on their index score. We are talking a maximum of around $1,000NZD per child per year for the most disadvantaged schools. The average amount is around $200-$300 per child per year.

My concern is that I thought the dependent variable is the thing you want to explain or predict using one or more independent variables. Choosing the form of dependent variable that gets a good fit seems to be answering the question “what can we predict well?” rather than “how do we best predict the factor of interest?” The factor is educational achievement and I think this should have been decided upon using theory rather than experimentation with the data.

As it turns out, the Ministry has chosen a measure of educational achievement that puts a heavy weight on achieving an “excellence” rating on a qualification and a much lower weight on simply gaining a qualification. My reading is that they have taken what our universities do when looking at which students to admit.

It doesn’t seem likely to me that a heavy weighting on excellent achievement is appropriate for targeting extra funding to schools with a lot of under-achieving students.

However, my stats knowledge isn’t extensive and it’s definitely rusty, so your thoughts are most helpful.

Regards Kathy Spencer

April 1, 2024 at 4:08 pm

Hi Jim, Great website, thank you.

I have been looking at New Zealand’s Equity Index which is used to allocate a small amount of extra funding to schools attended by children from disadvantaged backgrounds. The Index uses 37 socioeconomic measures relating to a child’s and their parents’ backgrounds that are found to be associated with educational achievement.

I was a bit surprised to read how they had decided on the dependent variable to be used as the measure of educational achievement, or dependent variable. Part of the process was as follows- “Each measure was tested to see the degree to which it could be predicted by the socioeconomic factors selected for the Equity Index.”

Any comment?

Many thanks Kathy Spencer

April 1, 2024 at 9:20 pm

That’s a very complex study and I don’t know much about it. So, that limits what I can say about it. But I’ll give you a few thoughts that come to mind.

This method is common in educational and social research, particularly when the goal is to understand or mitigate the impact of socioeconomic disparities on educational outcomes.

There are the usual concerns about not confusing correlation with causation. However, because this program seems to quantify barriers and then provide extra funding based on the index, I don’t think that’s a problem. They’re not attempting to adjust the socioeconomic measures so no worries about whether they’re directly causal or not.

I might have a small concern about cherry picking the model that happens to maximize the R-squared. Chasing the R-squared rather than having theory drive model selecting is often problematic. Chasing the best fit increases the likelihood that the model fits this specific dataset best by random chance rather than being truly the best. If so, it won’t perform as well outside the dataset used to fit the model. Hopefully, they validated the predicted ability of the model using other data.

However, I’m not sure if the extra funding is determined by the model? I don’t know if the index value is calculated separately outside the candidate models and then fed into the various models. Or does the choice of model affect how the index value is calculated? If it’s the former, then the funding doesn’t depend on a potentially cherry picked model. If the latter, it does.

So, I’m not really clear on the purpose of the model. I’m guessing they just want to validate their Equity Index. And maximizing the R-squared doesn’t really say it’s the best Index but it does at least show that it likely has some merit. I’d be curious how the took the 37 measures and combined them to one index. So, I have more questions than answers. I don’t mean that in a critical sense. Just that I know almost nothing about this program.

I’m curious, what was the outcome they picked? How high was the R-squared? And what were your concerns?

February 6, 2024 at 6:57 pm

Excellent explanation, thank you.

February 5, 2024 at 5:04 pm

Thank you for this insightful blog. Is it valid to use a dependent variable delivered from the mean of independent variables in multiple regression if you want to evaluate the influence of each unique independent variable on the dependent variables?

February 5, 2024 at 11:11 pm

It’s difficult to answer your question because I’m not sure what you mean that the DV is “delivered from the mean of IVs.” If you mean that multiple IVs explain changes in the DV’s mean, yes, that’s the standard use for multiple regression.

If you mean something else, please explain in further detail. Thanks!

February 6, 2024 at 6:32 am

What I meant is; the DV values used as parameters for multiple regression is basically calculated as the average of the IVs. For instance:

From 3 IVs (X1, X2, X3), Y is delivered as :

Y = (Sum of all IVs) / (3)

Then the resulting Y is used as the DV along with the initial IVs to compute the multiple regression.

February 6, 2024 at 2:17 pm

There are a couple of reasons why you shouldn’t do that.

For starters, Y-hat (the predicted value of the regression equation) is the mean of the DV given specific values of the IV. However, that mean is calculated by using the regression coefficients and constant in the regression equation. You don’t calculate the DV mean as the sum of the IVs divided by the number of IVs. Perhaps given a very specific subject-area context, using this approach might seem to make sense but there are other problems.

A critical problem is that the Y is now calculated using the IVs. Instead, the DVs should be measured outcomes and not calculated from IVs. This violates regression assumptions and produces questionable results.

Additionally, it complicates the interpretation. Because the DV is calculated from the IV, you know the regression analysis will find a relationship between them. But you have no idea if that relationship exists in the real world. This complication occurs because your results are based on forcing the DV to equal a function of the IVs and do not reflect real-world outcomes.

In short, DVs should be real-world outcomes that you measure! And be sure to keep your IVs and DV independent. Let the regression analysis estimate the regression equation from your data that contains measured DVs. Don’t use a function to force the DV to equal some function of the IVs because that’s the opposite direction of how regression works!

I hope that helps!

September 6, 2022 at 7:43 pm

Thank you for sharing.

March 3, 2022 at 1:59 am

Excellent explanation.

February 13, 2022 at 12:31 pm

Thanks a lot for creating this excellent blog. This is my go-to resource for Statistics.

I had been pondering over a question for sometime, it would be great if you could shed some light on this.

In linear and non-linear regression, should the distribution of independent and dependent variables be unskewed? When is there a need to transform the data (say, Box-Cox transformation), and do we transform the independent variables as well?

October 28, 2021 at 12:55 pm

If I use a independent variable (X) and it displays a low p-value <.05, why is it if I introduce another independent variable to regression the coefficient and p-value of Y that I used in first regression changes to look insignificant? The second variable that I introduced has a low p-value in regression.

October 29, 2021 at 11:22 pm

Keep in mind that the significance of each IV is calculated after accounting for the variance of all the other variables in the model, assuming you’re using the standard adjusted sums of squares rather than sequential sums of squares. The sums of squares (SS) is a measure of how much dependent variable variability that each IV accounts for. In the illustration below, I’ll assume you’re using the standard of adjusted SS.

So, let’s say that originally you have X1 in the model along with some other IVs. Your model estimates the significance of X1 after assessing the variability that the other IVs account for and finds that X1 is significant. Now, you add X2 to the model in addition to X1 and the other IVs. Now, when assessing X1, the model accounts for the variability of the IVs including the newly added X2. And apparently X2 explains a good portion of the variability. X1 is no longer able to account for that variability, which causes it to not be statistically significant.

In other words, X2 explains some of the variability that X1 previously explained. Because X1 no longer explains it, it is no longer significant.

Additionally, the significance of IVs is more likely to change when you add or remove IVs that are correlated. Correlated IVs is known as multicollinearity. Multicollinearity can be a problem when you have too much. Given the change in significance, I’d check your model for multicollinearity just to be safe! Click the link to read a post that wrote about that!

September 6, 2021 at 8:35 am

nice explanation

August 25, 2021 at 3:09 am

it is excellent explanation

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Independent and Dependent Variables

Saul McLeod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul McLeod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

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Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

In research, a variable is any characteristic, number, or quantity that can be measured or counted in experimental investigations . One is called the dependent variable, and the other is the independent variable.

In research, the independent variable is manipulated to observe its effect, while the dependent variable is the measured outcome. Essentially, the independent variable is the presumed cause, and the dependent variable is the observed effect.

Variables provide the foundation for examining relationships, drawing conclusions, and making predictions in research studies.

Independent Variable

In psychology, the independent variable is the variable the experimenter manipulates or changes and is assumed to directly affect the dependent variable.

It’s considered the cause or factor that drives change, allowing psychologists to observe how it influences behavior, emotions, or other dependent variables in an experimental setting. Essentially, it’s the presumed cause in cause-and-effect relationships being studied.

For example, allocating participants to drug or placebo conditions (independent variable) to measure any changes in the intensity of their anxiety (dependent variable).

In a well-designed experimental study , the independent variable is the only important difference between the experimental (e.g., treatment) and control (e.g., placebo) groups.

By changing the independent variable and holding other factors constant, psychologists aim to determine if it causes a change in another variable, called the dependent variable.

For example, in a study investigating the effects of sleep on memory, the amount of sleep (e.g., 4 hours, 8 hours, 12 hours) would be the independent variable, as the researcher might manipulate or categorize it to see its impact on memory recall, which would be the dependent variable.

Dependent Variable

In psychology, the dependent variable is the variable being tested and measured in an experiment and is “dependent” on the independent variable.

In psychology, a dependent variable represents the outcome or results and can change based on the manipulations of the independent variable. Essentially, it’s the presumed effect in a cause-and-effect relationship being studied.

An example of a dependent variable is depression symptoms, which depend on the independent variable (type of therapy).

In an experiment, the researcher looks for the possible effect on the dependent variable that might be caused by changing the independent variable.

For instance, in a study examining the effects of a new study technique on exam performance, the technique would be the independent variable (as it is being introduced or manipulated), while the exam scores would be the dependent variable (as they represent the outcome of interest that’s being measured).

Examples in Research Studies

For example, we might change the type of information (e.g., organized or random) given to participants to see how this might affect the amount of information remembered.

In this example, the type of information is the independent variable (because it changes), and the amount of information remembered is the dependent variable (because this is being measured).

For the following hypotheses, name the IV and the DV.

1. Lack of sleep significantly affects learning in 10-year-old boys.

IV……………………………………………………

DV…………………………………………………..

2. Social class has a significant effect on IQ scores.

DV……………………………………………….…

3. Stressful experiences significantly increase the likelihood of headaches.

4. Time of day has a significant effect on alertness.

Operationalizing Variables

To ensure cause and effect are established, it is important that we identify exactly how the independent and dependent variables will be measured; this is known as operationalizing the variables.

Operational variables (or operationalizing definitions) refer to how you will define and measure a specific variable as it is used in your study. This enables another psychologist to replicate your research and is essential in establishing reliability (achieving consistency in the results).

For example, if we are concerned with the effect of media violence on aggression, then we need to be very clear about what we mean by the different terms. In this case, we must state what we mean by the terms “media violence” and “aggression” as we will study them.

Therefore, you could state that “media violence” is operationally defined (in your experiment) as ‘exposure to a 15-minute film showing scenes of physical assault’; “aggression” is operationally defined as ‘levels of electrical shocks administered to a second ‘participant’ in another room.

In another example, the hypothesis “Young participants will have significantly better memories than older participants” is not operationalized. How do we define “young,” “old,” or “memory”? “Participants aged between 16 – 30 will recall significantly more nouns from a list of twenty than participants aged between 55 – 70” is operationalized.

The key point here is that we have clarified what we mean by the terms as they were studied and measured in our experiment.

If we didn’t do this, it would be very difficult (if not impossible) to compare the findings of different studies to the same behavior.

Operationalization has the advantage of generally providing a clear and objective definition of even complex variables. It also makes it easier for other researchers to replicate a study and check for reliability .

For the following hypotheses, name the IV and the DV and operationalize both variables.

1. Women are more attracted to men without earrings than men with earrings.

I.V._____________________________________________________________

D.V. ____________________________________________________________

Operational definitions:

I.V. ____________________________________________________________

2. People learn more when they study in a quiet versus noisy place.

I.V. _________________________________________________________

D.V. ___________________________________________________________

3. People who exercise regularly sleep better at night.

Can there be more than one independent or dependent variable in a study?

Yes, it is possible to have more than one independent or dependent variable in a study.

In some studies, researchers may want to explore how multiple factors affect the outcome, so they include more than one independent variable.

Similarly, they may measure multiple things to see how they are influenced, resulting in multiple dependent variables. This allows for a more comprehensive understanding of the topic being studied.

What are some ethical considerations related to independent and dependent variables?

Ethical considerations related to independent and dependent variables involve treating participants fairly and protecting their rights.

Researchers must ensure that participants provide informed consent and that their privacy and confidentiality are respected. Additionally, it is important to avoid manipulating independent variables in ways that could cause harm or discomfort to participants.

Researchers should also consider the potential impact of their study on vulnerable populations and ensure that their methods are unbiased and free from discrimination.

Ethical guidelines help ensure that research is conducted responsibly and with respect for the well-being of the participants involved.

Can qualitative data have independent and dependent variables?

Yes, both quantitative and qualitative data can have independent and dependent variables.

In quantitative research, independent variables are usually measured numerically and manipulated to understand their impact on the dependent variable. In qualitative research, independent variables can be qualitative in nature, such as individual experiences, cultural factors, or social contexts, influencing the phenomenon of interest.

The dependent variable, in both cases, is what is being observed or studied to see how it changes in response to the independent variable.

So, regardless of the type of data, researchers analyze the relationship between independent and dependent variables to gain insights into their research questions.

Can the same variable be independent in one study and dependent in another?

Yes, the same variable can be independent in one study and dependent in another.

The classification of a variable as independent or dependent depends on how it is used within a specific study. In one study, a variable might be manipulated or controlled to see its effect on another variable, making it independent.

However, in a different study, that same variable might be the one being measured or observed to understand its relationship with another variable, making it dependent.

The role of a variable as independent or dependent can vary depending on the research question and study design.

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Definitions of Control, Constant, Independent and Dependent Variables in a Science Experiment

Why Should You Only Test for One Variable at a Time in an Experiment?

The point of an experiment is to help define the cause and effect relationships between components of a natural process or reaction. The factors that can change value during an experiment or between experiments, such as water temperature, are called scientific variables, while those that stay the same, such as acceleration due to gravity at a certain location, are called constants.

The scientific method includes three main types of variables: constants, independent, and dependent variables. In a science experiment, each of these variables define a different measured or constrained aspect of the system.

Constant Variables

Experimental constants are values that should not change either during or between experiments. Many natural forces and properties, such as the speed of light and the atomic weight of gold, are experimental constants. In some cases, a property can be considered constant for the purposes of an experiment even though it technically could change under certain circumstances. The boiling point of water changes with altitude and acceleration due to gravity decreases with distance from the earth, but for experiments in one location these can also be considered constants.

Sometimes also called a controlled variable. A constant is a variable that could change, but that the experimenter intentionally keeps constant in order to more clearly isolate the relationship between the independent variable and the dependent variable.

If extraneous variables are not properly constrained, they are referred to as confounding variables, as they interfere with the interpretation of the results of the experiment.

Some examples of control variables might be found with an experiment examining the relationship between the amount of sunlight plants receive (independent variable) and subsequent plant growth (dependent variable). The experiment should control the amount of water the plants receive and when, what type of soil they are planted in, the type of plant, and as many other different variables as possible. This way, only the amount of light is being changed between trials, and the outcome of the experiment can be directly applied to understanding only this relationship.

Independent Variable

The independent variable in an experiment is the variable whose value the scientist systematically changes in order to see what effect the changes have. A well-designed experiment has only one independent variable in order to maintain a fair test. If the experimenter were to change two or more variables, it would be harder to explain what caused the changes in the experimental results. For example, someone trying to find how quickly water boils could alter the volume of water or the heating temperature, but not both.

Dependent Variable

A dependent variable – sometimes called a responding variable – is what the experimenter observes to find the effect of systematically varying the independent variable. While an experiment may have multiple dependent variables, it is often wisest to focus the experiment on one dependent variable so that the relationship between it and the independent variable can be clearly isolated. For example, an experiment could examine how much sugar can dissolve in a set volume of water at various temperatures. The experimenter systematically alters temperature (independent variable) to see its effect on the quantity of dissolved sugar (dependent variable).

Control Groups

In some experiment designs, there might be one effect or manipulated variable that is being measured. Sometimes there might be one collection of measurements or subjects completely separated from this variable called the control group. These control groups are held as a standard to measure the results of a scientific experiment.

An example of such a situation might be a study regarding the effectiveness of a certain medication. There might be multiple experimental groups that receive the medication in varying doses and applications, and there would likely be a control group that does not receive the medication at all.

Representing Results

Identifying which variables are independent, dependent, and controlled helps to collect data, perform useful experiments, and accurately communicate results. When graphing or displaying data, it is crucial to represent data accurately and understandably. Typically, the independent variable goes on the x-axis, and the dependent variable goes on the y-axis.

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• ScienceBuddies.org: Variables in Your Science Fair Project

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Benjamin Twist has worked as a writer, editor and consultant since 2007. He writes fiction and nonfiction for online and print publications, as well as offering one-on-one writing consultations and tutoring. Twist holds a Master of Arts in Bible exposition from Columbia International University.

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Independent and Dependent Variables Examples

The independent and dependent variables are key to any scientific experiment, but how do you tell them apart? Here are the definitions of independent and dependent variables, examples of each type, and tips for telling them apart and graphing them.

Independent Variable

The independent variable is the factor the researcher changes or controls in an experiment. It is called independent because it does not depend on any other variable. The independent variable may be called the “controlled variable” because it is the one that is changed or controlled. This is different from the “ control variable ,” which is variable that is held constant so it won’t influence the outcome of the experiment.

Dependent Variable

The dependent variable is the factor that changes in response to the independent variable. It is the variable that you measure in an experiment. The dependent variable may be called the “responding variable.”

Examples of Independent and Dependent Variables

Here are several examples of independent and dependent variables in experiments:

• In a study to determine whether how long a student sleeps affects test scores, the independent variable is the length of time spent sleeping while the dependent variable is the test score.
• You want to know which brand of fertilizer is best for your plants. The brand of fertilizer is the independent variable. The health of the plants (height, amount and size of flowers and fruit, color) is the dependent variable.
• You want to compare brands of paper towels, to see which holds the most liquid. The independent variable is the brand of paper towel. The dependent variable is the volume of liquid absorbed by the paper towel.
• You suspect the amount of television a person watches is related to their age. Age is the independent variable. How many minutes or hours of television a person watches is the dependent variable.
• You think rising sea temperatures might affect the amount of algae in the water. The water temperature is the independent variable. The mass of algae is the dependent variable.
• In an experiment to determine how far people can see into the infrared part of the spectrum, the wavelength of light is the independent variable and whether the light is observed is the dependent variable.
• If you want to know whether caffeine affects your appetite, the presence/absence or amount of caffeine is the independent variable. Appetite is the dependent variable.
• You want to know which brand of microwave popcorn pops the best. The brand of popcorn is the independent variable. The number of popped kernels is the dependent variable. Of course, you could also measure the number of unpopped kernels instead.
• You want to determine whether a chemical is essential for rat nutrition, so you design an experiment. The presence/absence of the chemical is the independent variable. The health of the rat (whether it lives and reproduces) is the dependent variable. A follow-up experiment might determine how much of the chemical is needed. Here, the amount of chemical is the independent variable and the rat health is the dependent variable.

How to Tell the Independent and Dependent Variable Apart

If you’re having trouble identifying the independent and dependent variable, here are a few ways to tell them apart. First, remember the dependent variable depends on the independent variable. It helps to write out the variables as an if-then or cause-and-effect sentence that shows the independent variable causes an effect on the dependent variable. If you mix up the variables, the sentence won’t make sense. Example : The amount of eat (independent variable) affects how much you weigh (dependent variable).

This makes sense, but if you write the sentence the other way, you can tell it’s incorrect: Example : How much you weigh affects how much you eat. (Well, it could make sense, but you can see it’s an entirely different experiment.) If-then statements also work: Example : If you change the color of light (independent variable), then it affects plant growth (dependent variable). Switching the variables makes no sense: Example : If plant growth rate changes, then it affects the color of light. Sometimes you don’t control either variable, like when you gather data to see if there is a relationship between two factors. This can make identifying the variables a bit trickier, but establishing a logical cause and effect relationship helps: Example : If you increase age (independent variable), then average salary increases (dependent variable). If you switch them, the statement doesn’t make sense: Example : If you increase salary, then age increases.

How to Graph Independent and Dependent Variables

Plot or graph independent and dependent variables using the standard method. The independent variable is the x-axis, while the dependent variable is the y-axis. Remember the acronym DRY MIX to keep the variables straight: D = Dependent variable R = Responding variable/ Y = Graph on the y-axis or vertical axis M = Manipulated variable I = Independent variable X = Graph on the x-axis or horizontal axis

• Babbie, Earl R. (2009). The Practice of Social Research (12th ed.) Wadsworth Publishing. ISBN 0-495-59841-0.
• di Francia, G. Toraldo (1981). The Investigation of the Physical World . Cambridge University Press. ISBN 978-0-521-29925-1.
• Gauch, Hugh G. Jr. (2003). Scientific Method in Practice . Cambridge University Press. ISBN 978-0-521-01708-4.
• Popper, Karl R. (2003). Conjectures and Refutations: The Growth of Scientific Knowledge . Routledge. ISBN 0-415-28594-1.

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Independent Variables in Psychology

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• Identifying

Potential Pitfalls

The independent variable (IV) in psychology is the characteristic of an experiment that is manipulated or changed by researchers, not by other variables in the experiment.

For example, in an experiment looking at the effects of studying on test scores, studying would be the independent variable. Researchers are trying to determine if changes to the independent variable (studying) result in significant changes to the dependent variable (the test results).

In general, experiments have these three types of variables: independent, dependent, and controlled.

Identifying the Independent Variable

If you are having trouble identifying the independent variables of an experiment, there are some questions that may help:

• Is the variable one that is being manipulated by the experimenters?
• Are researchers trying to identify how the variable influences another variable?
• Is the variable something that cannot be changed but that is not dependent on other variables in the experiment?

Researchers are interested in investigating the effects of the independent variable on other variables, which are known as dependent variables (DV). The independent variable is one that the researchers either manipulate (such as the amount of something) or that already exists but is not dependent upon other variables (such as the age of the participants).

Below are the key differences when looking at an independent variable vs. dependent variable.

Expected to influence the dependent variable

Doesn't change as a result of the experiment

Can be manipulated by researchers in order to study the dependent variable

Expected to be affected by the independent variable

Expected to change as a result of the experiment

Not manipulated by researchers; its changes occur as a result of the independent variable

There can be all different types of independent variables. The independent variables in a particular experiment all depend on the hypothesis and what the experimenters are investigating.

Independent variables also have different levels. In some experiments, there may only be one level of an IV. In other cases, multiple levels of the IV may be used to look at the range of effects that the variable may have.

In an experiment on the effects of the type of diet on weight loss, for example, researchers might look at several different types of diet. Each type of diet that the experimenters look at would be a different level of the independent variable while weight loss would always be the dependent variable.

To understand this concept, it's helpful to take a look at the independent variable in research examples.

In Organizations

A researcher wants to determine if the color of an office has any effect on worker productivity. In an experiment, one group of workers performs a task in a yellow room while another performs the same task in a blue room. In this example, the color of the office is the independent variable.

In the Workplace

A business wants to determine if giving employees more control over how to do their work leads to increased job satisfaction. In an experiment, one group of workers is given a great deal of input in how they perform their work, while the other group is not. The amount of input the workers have over their work is the independent variable in this example.

In Educational Research

Educators are interested in whether participating in after-school math tutoring can increase scores on standardized math exams. In an experiment, one group of students attends an after-school tutoring session twice a week while another group of students does not receive this additional assistance. In this case, participation in after-school math tutoring is the independent variable.

In Mental Health Research

Researchers want to determine if a new type of treatment will lead to a reduction in anxiety for patients living with social phobia. In an experiment, some volunteers receive the new treatment, another group receives a different treatment, and a third group receives no treatment. The independent variable in this example is the type of therapy .

Sometimes varying the independent variables will result in changes in the dependent variables. In other cases, researchers might find that changes in the independent variables have no effect on the variables that are being measured.

At the outset of an experiment, it is important for researchers to operationally define the independent variable. An operational definition describes exactly what the independent variable is and how it is measured. Doing this helps ensure that the experiments know exactly what they are looking at or manipulating, allowing them to measure it and determine if it is the IV that is causing changes in the DV.

Choosing an Independent Variable

If you are designing an experiment, here are a few tips for choosing an independent variable (or variables):

• Select independent variables that you think will cause changes in another variable. Come up with a hypothesis for what you expect to happen.
• Look at other experiments for examples and identify different types of independent variables.
• Keep your control group and experimental groups similar in other characteristics, but vary only the treatment they receive in terms of the independent variable.   For example, your control group will receive either no treatment or no changes in the independent variable while your experimental group will receive the treatment or a different level of the independent variable.

It is also important to be aware that there may be other variables that might influence the results of an experiment. Two other kinds of variables that might influence the outcome include:

• Extraneous variables : These are variables that might affect the relationships between the independent variable and the dependent variable; experimenters usually try to identify and control for these variables. 
• Confounding variables : When an extraneous variable cannot be controlled for in an experiment, it is known as a confounding variable . 

Extraneous variables can also include demand characteristics (which are clues about how the participants should respond) and experimenter effects (which is when the researchers accidentally provide clues about how a participant will respond).

Kaliyadan F, Kulkarni V. Types of variables, descriptive statistics, and sample size .  Indian Dermatol Online J . 2019;10(1):82-86. doi:10.4103/idoj.IDOJ_468_18

Weiten, W. Psychology: Themes and Variations, 10th ed . Boston, MA: Cengage Learning; 2017.

National Library of Medicine. Dependent and independent variables .

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Examples of Independent and Dependent Variables

What Are Independent and Dependent Variables?

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Both the independent variable and dependent variable are examined in an experiment using the scientific method , so it's important to know what they are and how to use them.

In a scientific experiment, you'll ultimately be changing or controlling the independent variable and measuring the effect on the dependent variable. This distinction is critical in evaluating and proving hypotheses.

Below you'll find more about these two types of variables, along with examples of each in sample science experiments, and an explanation of how to graph them to help visualize your data.

What Is an Independent Variable?

An independent variable is the condition that you change in an experiment. In other words, it is the variable you control. It is called independent because its value does not depend on and is not affected by the state of any other variable in the experiment. Sometimes you may hear this variable called the "controlled variable" because it is the one that is changed. Do not confuse it with a control variable , which is a variable that is purposely held constant so that it can't affect the outcome of the experiment.

• What Is a Dependent Variable?

The dependent variable is the condition that you measure in an experiment. You are assessing how it responds to a change in the independent variable, so you can think of it as depending on the independent variable. Sometimes the dependent variable is called the "responding variable."

Independent and Dependent Variable Examples

• In a study to determine whether the amount of time a student sleeps affects test scores, the independent variable is the amount of time spent sleeping while the dependent variable is the test score.
• You want to compare brands of paper towels to see which holds the most liquid. The independent variable in your experiment would be the brand of paper towels. The dependent variable would be the amount of liquid absorbed by the paper towel.
• In an experiment to determine how far people can see into the infrared part of the spectrum, the wavelength of light is the independent variable and whether the light is observed (the response) is the dependent variable.
• If you want to know whether caffeine affects your appetite, the presence or absence of a given amount of caffeine would be the independent variable. How hungry you are would be the dependent variable.
• You want to determine whether a chemical is essential for rat nutrition, so you design an experiment. The presence or absence of the chemical is the independent variable. The health of the rat (whether it lives and can reproduce) is the dependent variable. If you determine the substance is necessary for proper nutrition, a follow-up experiment might determine how much of the chemical is needed. Here, the amount of the chemical would be the independent variable, and the rat's health would be the dependent variable.

How Do You Tell Independent and Dependent Variables Apart?

If you are having a hard time identifying which variable is the independent variable and which is the dependent variable, remember the dependent variable is the one affected by a change in the independent variable. If you write out the variables in a sentence that shows cause and effect, the independent variable causes the effect on the dependent variable. If you have the variables in the wrong order, the sentence won't make sense.

Independent variable causes an effect on the dependent variable.

Example : How long you sleep (independent variable) affects your test score (dependent variable).

This makes sense, but:

Example : Your test score affects how long you sleep.

This doesn't really make sense (unless you can't sleep because you are worried you failed a test, but that would be a different experiment).

How to Plot Variables on a Graph

There is a standard method for graphing independent and dependent variables. The x-axis is the independent variable, while the y-axis is the dependent variable. You can use the DRY MIX acronym to help remember how to graph variables:

D  = dependent variable R  = responding variable Y  = graph on the vertical or y-axis

M  = manipulated variable I  = independent variable X  = graph on the horizontal or x-axis

Test your understanding with the scientific method quiz .

Key Takeaways

• In scientific experiments, the independent variable is manipulated while the dependent variable is measured.
• The independent variable, controlled by the experimenter, influences the dependent variable, which responds to changes. This dynamic forms the basis of cause-and-effect relationships.
• Graphing independent and dependent variables follows a standard method in which the independent variable is plotted on the x-axis and the dependent variable on the y-axis.
• Difference Between Independent and Dependent Variables
• The Difference Between Control Group and Experimental Group
• How to Write a Lab Report
• What Is an Experiment? Definition and Design
• How To Design a Science Fair Experiment
• Boiling Points of Ethanol, Methanol, and Isopropyl Alcohol
• Understanding Experimental Groups
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• The Difference Between Homogeneous and Heterogeneous Mixtures
• The Difference Between Intensive and Extensive Properties
• Chemical Properties of Matter
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12.1 Experimental design: What is it and when should it be used?

Learning objectives.

• Define experiment
• Identify the core features of true experimental designs
• Describe the difference between an experimental group and a control group
• Identify and describe the various types of true experimental designs

Experiments are an excellent data collection strategy for social workers wishing to observe the effects of a clinical intervention or social welfare program. Understanding what experiments are and how they are conducted is useful for all social scientists, whether they plan to use this methodology or simply understand findings of experimental studies. An experiment is a method of data collection designed to test hypotheses under controlled conditions. Students in my research methods classes often use the term experiment to describe all kinds of research projects, but in social scientific research, the term has a unique meaning and should not be used to describe all research methodologies.

Experiments have a long and important history in social science. Behaviorists such as John Watson, B. F. Skinner, Ivan Pavlov, and Albert Bandura used experimental designs to demonstrate the various types of conditioning. Using strictly controlled environments, behaviorists were able to isolate a single stimulus as the cause of measurable differences in behavior or physiological responses. The foundations of social learning theory and behavior modification are found in experimental research projects. Moreover, behaviorist experiments brought psychology and social science away from the abstract world of Freudian analysis and towards empirical inquiry, grounded in real-world observations and objectively-defined variables. Experiments are used at all levels of social work inquiry, including agency-based experiments that test therapeutic interventions and policy experiments that test new programs.

Several kinds of experimental designs exist. In general, designs that are true experiments contain three key features: independent and dependent variables, pretesting and posttesting, and experimental and control groups. In a true experiment, the effect of an intervention is tested by comparing two groups. One group is exposed to the intervention (the experimental group , also known as the treatment group) and the other is not exposed to the intervention (the control group ).

In some cases, it may be immoral to withhold treatment from a control group within an experiment. If you recruited two groups of people with severe addiction and only provided treatment to one group, the other group would likely suffer. For these cases, researchers use a comparison group that receives “treatment as usual,” but experimenters must clearly define what this means. For example, standard substance abuse recovery treatment involves attending twelve-step programs like Alcoholics Anonymous or Narcotics Anonymous meetings. A substance abuse researcher conducting an experiment may use twelve-step programs in their comparison group and use their experimental intervention in the experimental group. The results would show whether the experimental intervention worked better than normal treatment, which is useful information. However, using a comparison group is a deviation from true experimental design and is more associated with quasi-experimental designs.

Importantly, participants in a true experiment need to be randomly assigned to either the control or experimental groups. Random assignment uses a random process, like a random number generator, to assign participants into experimental and control groups. Random assignment is important in experimental research because it helps to ensure that the experimental group and control group are comparable and that any differences between the experimental and control groups are due to random chance. We will address more of the logic behind random assignment in the next section.

In an experiment, the independent variable is the intervention being tested. In social work, this could include a therapeutic technique, a prevention program, or access to some service or support. Social science research may have a stimulus rather than an intervention as the independent variable, but this is less common in social work research. For example, a researcher may provoke a response by using an electric shock or a reading about death.

The dependent variable is usually the intended effect of the researcher’s intervention. If the researcher is testing a new therapy for individuals with binge eating disorder, their dependent variable may be the number of binge eating episodes a participant reports. The researcher likely expects their intervention to decrease the number of binge eating episodes reported by participants. Thus, they must measure the number of episodes that occurred before the intervention (the pretest) and after the intervention (the posttest ).

Let’s put these concepts in chronological order to see how an experiment runs from start to finish. Once you’ve collected your sample, you’ll need to randomly assign your participants to the experimental group and control group. Then, you will give both groups your pretest, which measures your dependent variable, to see what your participants are like before you start your intervention. Next, you will provide your intervention, or independent variable, to your experimental group. Keep in mind that many interventions take a few weeks or months to complete, particularly therapeutic treatments. Finally, you will administer your posttest to both groups to observe any changes in your dependent variable. Together, this is known as the classic experimental design and is the simplest type of true experimental design. All of the designs we review in this section are variations on this approach. Figure 12.1 visually represents these steps.

An interesting example of experimental research can be found in Shannon K. McCoy and Brenda Major’s (2003)  [1] study of peoples’ perceptions of prejudice. In one portion of this multifaceted study, all participants were given a pretest to assess their levels of depression. No significant differences in depression were found between the experimental and control groups during the pretest. Then, participants in the experimental group were asked to read an article suggesting that prejudice against their own racial group is severe and pervasive, while participants in the control group were asked to read an article suggesting that prejudice against a racial group other than their own is severe and pervasive. Clearly, their independent variables were not interventions or treatments for depression, but were stimuli designed to elicit changes in people’s depression levels. Upon measuring depression scores during the posttest period, the researchers discovered that those who had received the experimental stimulus (the article citing prejudice against their same racial group) reported greater depression than those in the control group. This is just one of many examples of social scientific experimental research.

In addition to classic experimental design, there are two other ways of designing experiments that are considered to fall within the purview of “true” experiments (Babbie, 2010; Campbell & Stanley, 1963).  [2] The posttest-only control group design is almost the same as classic experimental design, except it does not use a pretest. Researchers who use posttest-only designs want to eliminate testing effects , in which a participant’s scores on a measure change because they have already been exposed to it. If you took multiple SAT or ACT practice exams before you took the final one whose scores were sent to colleges, you’ve taken advantage of testing effects to get a better score. Considering the previous example on racism and depression, participants who are given a pretest about depression before being exposed to the stimulus would likely assume that the intervention is designed to address depression. That knowledge can cause them to answer differently on the posttest than they otherwise would. Please do not assume that your participants are oblivious. More likely than not, your participants are actively trying to figure out what your study is about.

In theory, if the control and experimental groups have been randomly determined and are therefore comparable, then a pretest is not needed. However, most researchers prefer to use pretests so they may assess change over time within both the experimental and control groups. Researchers who want to account for testing effects and additionally gather pretest data can use a Solomon four-group design. In the Solomon four-group design , the researcher uses four groups. Two groups are treated as they would be in a classic experiment—pretest, experimental group intervention, and posttest. The other two groups do not receive the pretest, though one receives the intervention. All groups are given the posttest. Table 12.1 illustrates the features of each of the four groups in the Solomon four-group design. By having one set of experimental and control groups that complete the pretest (Groups 1 and 2) and another set that does not complete the pretest (Groups 3 and 4), researchers using the Solomon four-group design can account for testing effects in their analysis.

Solomon four-group designs are challenging to implement because they are time-consuming and resource-intensive. Researchers must recruit enough participants to create four groups and implement interventions in two of them. Overall, true experimental designs are sometimes difficult to implement in a real-world practice environment. Additionally, it may be impossible to withhold treatment from a control group or randomly assign participants in a study. In these cases, pre-experimental and quasi-experimental designs can be used, however the differences in rigor from true experimental designs leave their conclusions more open to critique.

Key Takeaways

• True experimental designs require random assignment.
• Control groups do not receive an intervention, and experimental groups receive an intervention.
• The basic components of a true experiment include a pretest, posttest, control group, and experimental group.
• Testing effects may cause researchers to use variations on the classic experimental design.

Classic experimental design – uses random assignment, an experimental, a control group, pre-testing, and post-testing

Comparison group – a group in quasi-experimental designs that receives “treatment as usual” instead of no treatment

Control group – the group in an experiment that does not receive the intervention

Experiment – a method of data collection designed to test hypotheses under controlled conditions

Experimental group- the group in an experiment that receives the intervention

Posttest- a measurement taken after the intervention

Posttest-only control group design- a type of experimental design that uses random assignment, an experimental, a control group, and a posttest, but does not utilize a pretest

Pretest- a measurement taken prior to the intervention

Random assignment-using a random process to assign people into experimental and control groups

Solomon four-group design- uses random assignment, two experimental and two control groups, pretests for half of the groups, and posttests for all

Testing effects- when a participant’s scores on a measure change because they have already been exposed to it

True experiments- a group of experimental designs that contain independent and dependent variables, pretesting and post testing, and experimental and control groups

Image attributions

exam scientific experiment by mohamed_hassan CC-0

• McCoy, S. K., & Major, B. (2003). Group identification moderates emotional response to perceived prejudice. Personality and Social Psychology Bulletin , 29, 1005–1017. ↵
• Babbie, E. (2010). The practice of social research (12th ed.). Belmont, CA: Wadsworth; Campbell, D., & Stanley, J. (1963). Experimental and quasi-experimental designs for research . Chicago, IL: Rand McNally. ↵

Scientific Inquiry in Social Work Copyright © 2018 by Matthew DeCarlo is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Methodology

• What Is a Controlled Experiment? | Definitions & Examples

What Is a Controlled Experiment? | Definitions & Examples

Published on April 19, 2021 by Pritha Bhandari . Revised on June 22, 2023.

In experiments , researchers manipulate independent variables to test their effects on dependent variables. In a controlled experiment , all variables other than the independent variable are controlled or held constant so they don’t influence the dependent variable.

Controlling variables can involve:

• holding variables at a constant or restricted level (e.g., keeping room temperature fixed).
• measuring variables to statistically control for them in your analyses.
• balancing variables across your experiment through randomization (e.g., using a random order of tasks).

Table of contents

Why does control matter in experiments, methods of control, problems with controlled experiments, other interesting articles, frequently asked questions about controlled experiments.

Control in experiments is critical for internal validity , which allows you to establish a cause-and-effect relationship between variables. Strong validity also helps you avoid research biases , particularly ones related to issues with generalizability (like sampling bias and selection bias .)

• Your independent variable is the color used in advertising.
• Your dependent variable is the price that participants are willing to pay for a standard fast food meal.

Extraneous variables are factors that you’re not interested in studying, but that can still influence the dependent variable. For strong internal validity, you need to remove their effects from your experiment.

• Design and description of the meal,
• Study environment (e.g., temperature or lighting),
• Participant’s frequency of buying fast food,
• Participant’s familiarity with the specific fast food brand,
• Participant’s socioeconomic status.

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You can control some variables by standardizing your data collection procedures. All participants should be tested in the same environment with identical materials. Only the independent variable (e.g., ad color) should be systematically changed between groups.

Other extraneous variables can be controlled through your sampling procedures . Ideally, you’ll select a sample that’s representative of your target population by using relevant inclusion and exclusion criteria (e.g., including participants from a specific income bracket, and not including participants with color blindness).

By measuring extraneous participant variables (e.g., age or gender) that may affect your experimental results, you can also include them in later analyses.

After gathering your participants, you’ll need to place them into groups to test different independent variable treatments. The types of groups and method of assigning participants to groups will help you implement control in your experiment.

Control groups

Controlled experiments require control groups . Control groups allow you to test a comparable treatment, no treatment, or a fake treatment (e.g., a placebo to control for a placebo effect ), and compare the outcome with your experimental treatment.

You can assess whether it’s your treatment specifically that caused the outcomes, or whether time or any other treatment might have resulted in the same effects.

To test the effect of colors in advertising, each participant is placed in one of two groups:

• A control group that’s presented with red advertisements for a fast food meal.
• An experimental group that’s presented with green advertisements for the same fast food meal.

Random assignment

To avoid systematic differences and selection bias between the participants in your control and treatment groups, you should use random assignment .

This helps ensure that any extraneous participant variables are evenly distributed, allowing for a valid comparison between groups .

Random assignment is a hallmark of a “true experiment”—it differentiates true experiments from quasi-experiments .

Masking (blinding)

Masking in experiments means hiding condition assignment from participants or researchers—or, in a double-blind study , from both. It’s often used in clinical studies that test new treatments or drugs and is critical for avoiding several types of research bias .

Sometimes, researchers may unintentionally encourage participants to behave in ways that support their hypotheses , leading to observer bias . In other cases, cues in the study environment may signal the goal of the experiment to participants and influence their responses. These are called demand characteristics . If participants behave a particular way due to awareness of being observed (called a Hawthorne effect ), your results could be invalidated.

Using masking means that participants don’t know whether they’re in the control group or the experimental group. This helps you control biases from participants or researchers that could influence your study results.

You use an online survey form to present the advertisements to participants, and you leave the room while each participant completes the survey on the computer so that you can’t tell which condition each participant was in.

Although controlled experiments are the strongest way to test causal relationships, they also involve some challenges.

Difficult to control all variables

Especially in research with human participants, it’s impossible to hold all extraneous variables constant, because every individual has different experiences that may influence their perception, attitudes, or behaviors.

But measuring or restricting extraneous variables allows you to limit their influence or statistically control for them in your study.

Risk of low external validity

Controlled experiments have disadvantages when it comes to external validity —the extent to which your results can be generalized to broad populations and settings.

The more controlled your experiment is, the less it resembles real world contexts. That makes it harder to apply your findings outside of a controlled setting.

There’s always a tradeoff between internal and external validity . It’s important to consider your research aims when deciding whether to prioritize control or generalizability in your experiment.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

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In a controlled experiment , all extraneous variables are held constant so that they can’t influence the results. Controlled experiments require:

• A control group that receives a standard treatment, a fake treatment, or no treatment.
• Random assignment of participants to ensure the groups are equivalent.

Depending on your study topic, there are various other methods of controlling variables .

An experimental group, also known as a treatment group, receives the treatment whose effect researchers wish to study, whereas a control group does not. They should be identical in all other ways.

Experimental design means planning a set of procedures to investigate a relationship between variables . To design a controlled experiment, you need:

• A testable hypothesis
• At least one independent variable that can be precisely manipulated
• At least one dependent variable that can be precisely measured

When designing the experiment, you decide:

• How you will manipulate the variable(s)
• How you will control for any potential confounding variables
• How many subjects or samples will be included in the study
• How subjects will be assigned to treatment levels

Experimental design is essential to the internal and external validity of your experiment.

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