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Stratified and cluster selection

Stratified sampling draws within the defined strata; cluster sampling first selects which groups enter the study.

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Inspect group participation

Pure design structures
FeatureStratified within-group samplingCluster sampling
Groups participatingDefined sampled strata represented by allocationSelected subset of clusters
Primary choiceUnits within each stratumWhich clusters enter
Within chosen groupsSpecified random sampleAll units or a second-stage sample

Use the same fictional branches

Selecting five records from each of eight branches uses branches as strata in this simple description. Selecting two branches and twenty records in each uses a two-stage cluster description. Both collect forty records, but the allowed selections and dependence differ.

Recognize designs that use both ideas

A design can stratify branches by region and then select clusters within each region. Calling it only “random sampling” loses important structure. Record strata, first-stage units and later-stage selections explicitly.

Keep cost and precision as separate evaluations

Sampling every group may improve subgroup coverage, while selecting fewer groups may reduce collection travel. Actual precision depends on group differences, within-group similarity, allocation and estimator. This comparison is a classification guide, not a universal error ranking.

Further references