University of Melbourne · S1 2026 · FACULTY OF SCIENCE

MAST20034 · Critical Thinking With Data

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Chapter 3 of 10 · MAST20034

Study Design: Experimental vs Observational

Week 3 is one of the two highest-value chapters in the subject, because the design decides which verb you are allowed to usecauses or merely is associated with. The chapter turns on a single question: did the researcher assign the exposure, or only observe it? Assignment (ideally random) is what licenses a causal claim; observation does not. You learn the four moves of a randomised controlled trial — randomisation, a control group, blinding and a placebo — and exactly what each one buys (randomisation balances confounders, blinding kills measurement and placebo bias, and so on). The design decision tree lets you classify any described study fast, and a clear table fixes what each design can and cannot establish. Finally you separate internal validity (is the conclusion sound for these subjects?) from external validity (does it generalise?), the trade-off behind the WEIRD-sample critique you meet later. Slow down here: most exam marks are won or lost on naming the design and the legal conclusion.

In this chapter

What this chapter covers

  • 013.1 What study design is, and why it sets the verb
  • 023.2 The central split: did the researcher assign or observe the exposure?
  • 033.3 The four moves of an RCT — randomisation, control, blinding, placebo — and what each buys
  • 043.4 The design decision tree
  • 053.5 What each design can and cannot establish (causation vs association)
  • 063.6 Internal vs external validity
Worked example · free

Naming the design and its legal conclusion, mark by mark

Q [4 marks]. Researchers track 5,000 adults for ten years, recording who chooses to exercise, and find regular exercisers have fewer heart attacks. A headline says “exercise prevents heart attacks.” In short-answer form, name the design and say whether the causal headline is justified.
  • +1Name the design: participants were observed, not assigned to exercise, and followed forward in time — this is a prospective cohort (observational) study.
  • +1State the design's limit: because the researcher did not assign the exposure, the design can establish association but not causation.
  • +1Apply it (the confounder): exercisers may differ systematically — healthier diet, non-smoking, higher income — so a confounder could drive both the exercise and the lower heart-attack rate.
  • +1Verdict + fix: the causal headline is not justified from this design; only a randomised controlled trial (or careful confounder adjustment) could license ‘prevents’.
It is a prospective cohort (observational) study: exposure was observed, not assigned, so it supports association only. Self-selection means confounders (diet, smoking, income) could explain the link, so ‘prevents’ is not licensed — an RCT, or thorough adjustment for confounders, would be needed. The answer is reasoning; nothing is computed.
Sia tip — The exam reflex: ‘who chose the exposure?’ If the subjects (or nature) chose it → observational → association only. If the researcher randomly assigned it → experiment → causation is on the table.
Glossary

Key terms

Experimental vs observational
An experiment assigns the exposure (ideally at random); an observational study only watches who already has it. Assignment is what licenses a causal claim, which is why this split sets the verb.
Randomisation
Assigning subjects to groups by chance. Its power is balancing both known and unknown confounders across groups on average, so a post-treatment difference can be attributed to the treatment.
Blinding
Keeping subjects (single-blind) and/or assessors (double-blind) unaware of group allocation. It guards against placebo and measurement bias — expectations changing behaviour or how outcomes are recorded.
Internal validity
Whether a study's causal conclusion is sound for the subjects in it — did the design rule out confounding and bias? High in a well-run RCT; threatened by confounding in observational designs.
External validity
Whether a study's conclusion generalises beyond its own sample to other people, settings or times. A tightly controlled trial on a narrow sample can be internally valid yet externally weak.
FAQ

Study Design: Experimental vs Observational FAQ

Why can only experiments show causation?

Because random assignment balances confounders across groups, so a difference in outcome can be pinned on the treatment. In observational studies the groups self-select and may differ in unmeasured ways, leaving association as the strongest legal claim.

What does each part of an RCT actually buy?

Randomisation balances confounders; a control group gives a counterfactual baseline; blinding removes placebo and assessor bias; a placebo isolates the active ingredient from the act of being treated. Name the move and its purpose — that pairing is the mark.

How do internal and external validity trade off?

Tightening control (strict inclusion criteria, a lab setting) boosts internal validity but can shrink and narrow the sample, weakening external validity. The exam likes you to spot this tension explicitly.

Study strategy

Exam move

This is a make-or-break chapter — budget extra revision here. Drill the one reflex that unlocks most design questions: who chose the exposure? Subjects/nature → observational → association; researcher-randomised → experiment → causation possible. Put the design decision tree and the RCT four-moves table (each move → what it buys) on your notes sheet verbatim. Practise pairing every named design with the conclusion it legally supports, and always flag the internal-vs-external validity trade-off when a study controls heavily but samples narrowly.

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