Study Guide

Experimental Design

IB Chemistry HLΒ· 35 min read

1. Classifying Experimental Variablesβ˜…β˜…β˜†β˜†β˜†β± 10 min

All chemical experiments test the causal relationship between variables. Correct classification of variable types is the foundation of a valid experimental design. Misclassification leads to flawed conclusions and lost marks in exams and IA.

πŸ“˜ Definition

Core Variable Types

Three standard variable categories are used in all experimental design:

  1. Independent Variable (IV): The variable intentionally manipulated or changed by the investigator
  2. Dependent Variable (DV): The variable measured to test the effect of changes in the IV
  3. Controlled Variables: All other variables that could affect the DV, kept constant across all trials

Example:

In an experiment testing the effect of acid concentration on reaction rate, IV = acid concentration, DV = rate, controlled variables = temperature, acid volume, metal surface area

πŸ“ Worked Example

A student investigates how pH affects the solubility of calcium hydroxide. Classify all key variables for this experiment.

  1. 1

    Step 1: Identify the variable the student intentionally changes: pH of the solvent. This is the independent variable.

  2. 2

    Step 2: Identify the variable measured to detect the effect of pH change: mass of dissolved calcium hydroxide per unit volume. This is the dependent variable.

  3. 3

    Step 3: List other variables that could affect solubility that need to be controlled: temperature, pressure, purity of calcium hydroxide, total volume of solvent. These are all controlled variables.

Exam tip:

1 mark questions asking to identify variables are common in Paper 3: always remember IV = you change it, DV = you measure it.

2. Validity and Reliabilityβ˜…β˜…β˜…β˜†β˜†β± 15 min

Validity and reliability are the two key criteria used to evaluate experimental design. They are often confused in exams, but have distinct, separate meanings that examiners expect you to distinguish.

πŸ“˜ Definition

Validity vs Reliability

  • Validity: An experiment is valid if it actually measures what it claims to measure. This requires all confounding variables to be controlled, so any change in the DV can only be caused by the IV.
  • Reliability: An experiment is reliable if repeating it gives consistent, repeatable results. This is achieved through repeated trials and reduced random error.

πŸ“ Worked Example

A student tests the effect of lead nitrate concentration on the growth of duckweed in water. They do 5 repeats for each concentration and get very consistent growth measurements, but keep the solutions near an open window where temperature varies with sunlight. Comment on the validity and reliability of this design.

  1. 1

    Step 1: Evaluate reliability: 5 repeated trials per concentration produce consistent results. The experiment is reliable.

  2. 2

    Step 2: Evaluate validity: Temperature affects plant growth, and it is not controlled. Changes in duckweed growth could be caused by temperature, not lead concentration. The experiment is not valid.

  3. 3

    Conclusion: A reliable experiment is not automatically valid, but a valid experiment must always be reliable.

3. Controlling Confounding Variablesβ˜…β˜…β˜…β˜†β˜†β± 15 min

A confounding variable is any uncontrolled variable that correlates with both the IV and DV, leading to false causal conclusions. Good experimental design uses specific methods to eliminate or minimize confounding.

πŸ“˜ Definition

Common Control Methods

  1. Constant holding: Keep the confounding variable at the same value for all trials
  2. Randomization: Randomize the order of trials to spread systematic error evenly across all IV levels
  3. Control groups: Include a trial with no treatment to isolate the effect of the IV

πŸ“ Worked Example

A student investigates how enzyme concentration affects the rate of breakdown of hydrogen peroxide by catalase. Identify two key confounding variables and describe how to control each.

  1. 1
    1. Confounder: Temperature. Higher temperature increases enzyme activity, independent of concentration. Control: Carry out all trials in a thermostatically controlled water bath held at 25Β°C for all trials.
  2. 2
    1. Confounder: pH. pH changes alter enzyme shape and activity. Control: Add a pH 7 buffer to all reaction mixtures to keep pH constant across all enzyme concentration levels.

4. Replication and Samplingβ˜…β˜…β˜…β˜…β˜†β± 10 min

Replication (running repeated trials for each level of the IV) and random sampling reduce the impact of random error on your results. IB requires a minimum of 3-5 repeated trials per IV level for internal assessment to demonstrate reliability.

πŸ“ Worked Example

A student wants to test how solvent polarity affects the Rf value of different amino acids in paper chromatography. How should they incorporate replication?

  1. 1

    Step 1: For each solvent polarity (each level of the IV), run at least 3 separate chromatography plates, not just one. This produces 3 separate Rf measurements for each amino acid.

  2. 2

    Step 2: Calculate the mean Rf value and standard deviation across the three repeats. A low standard deviation confirms the results are reliable.

  3. 3

    Step 3: Any outlier results that are far from the others can be identified and tested or discarded if a clear error occurred.

5. Common Pitfalls

Wrong move:

Confusing validity and reliability in exam answers

Why:

Examiners require clear distinction between the two terms, and will award no marks if you mix them up

Correct move:

Memorize: Reliability = consistency of repeated results, Validity = experiment measures what it claims to measure

Wrong move:

Claiming all variables must be controlled in an experiment

Why:

This misrepresents variable classification: the independent variable is intentionally changed, not controlled

Correct move:

Only variables that could affect the dependent variable (other than the IV) need to be controlled

Wrong move:

Doing only one trial per level of the independent variable

Why:

You cannot identify random error or outliers, so your results cannot be proven reliable, leading to lost IA/Paper 3 marks

Correct move:

Complete a minimum of 3 repeated trials for every level of the IV

Wrong move:

Selecting an irrelevant controlled variable in Paper 3 answers

Why:

Examiners only award marks for controlled variables that actually affect the dependent variable

Correct move:

Always pick a variable that is chemically relevant to the experiment, e.g., temperature for reaction rate experiments

6. Quick Reference Cheatsheet

Term

Definition

Example

Independent Variable

Intentionally changed by investigator

Reactant concentration

Dependent Variable

Measured to test IV effect

Rate of reaction

Controlled Variable

Kept constant across all trials

Reaction temperature

Validity

Measures what it claims to measure

All confounders controlled = valid

Reliability

Consistent results on repetition

3+ trials, low spread = reliable

When this came up on past exams

AI-estimated based on syllabus patterns β€” cross-check with official past papers for accuracy. Use only as revision-focus signals.

  • 2025 Β· 3

    Classify variables in rate experiment

  • 2023 Β· 3

    Evaluate validity of design

  • 2021 Β· IA

    Required for all internal assessments

Going deeper

What's Next

Experimental design is the foundation of all practical work in IB Chemistry, forming the core of your internal assessment investigation and frequent short-answer questions in Paper 3. A well-designed experiment simplifies later data processing and analysis, and makes it much easier to draw evidence-based conclusions that earn high marks. After mastering experimental design, you can build on this knowledge by learning to process and visualize your experimental data, calculate and propagate errors and uncertainty, and evaluate your own results for your internal assessment.