create a case study that involves a student academic offence

The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Literature reviews

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.

• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Case studies

Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.

Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.

Definition of a case study

A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .

Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.

Characteristics of case studies

Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.

Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.

The role of case studies in research

Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.

In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.

Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.

What is the purpose of a case study?

Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.

Why use case studies in qualitative research?

Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.

Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.

The explanatory, exploratory, and descriptive roles of case studies

Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .

The impact of case studies on knowledge development

Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.

This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.

Types of case studies

In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.

Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.

Exploratory case studies

Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.

Descriptive case studies

Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.

Explanatory case studies

Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.

Intrinsic, instrumental, and collective case studies

These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.

Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.

The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.

Critical information systems research

Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.

Health research

Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.

Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.

Asthma research studies

Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.

Other fields

Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.

Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.

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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.

The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).

Propositions

Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.

Units of analysis

The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.

Argumentation

This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.

Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.

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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.

Defining the research question

The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.

Selecting and defining the case

The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.

Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.

Developing a detailed case study protocol

A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.

The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.

Collecting data

Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.

Analyzing and interpreting data

The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.

Writing the case study report

The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.

Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.

The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.

Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.

Observations

Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.

Documents and artifacts

Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.

These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.

Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.

Ensuring the quality of data collection

Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.

Data analysis

Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.

Organizing the data

The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.

Categorizing and coding the data

Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.

Identifying patterns and themes

After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.

Interpreting the data

Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.

Verification of the data

The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.

Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.

Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.

Benefits include the following:

• Rich, detailed data: One of the main strengths of case study research is that it can generate rich, detailed data about the case. This can provide a deep understanding of the case and its context, which can be valuable in exploring complex phenomena.
• Flexibility: Case study research is flexible in terms of design , data collection , and analysis . A sufficient degree of flexibility allows the researcher to adapt the study according to the case and the emerging findings.
• Real-world context: Case study research involves studying the case in its real-world context, which can provide valuable insights into the interplay between the case and its context.
• Multiple sources of evidence: Case study research often involves collecting data from multiple sources , which can enhance the robustness and validity of the findings.

On the other hand, researchers should consider the following limitations:

• Generalizability: A common criticism of case study research is that its findings might not be generalizable to other cases due to the specificity and uniqueness of each case.
• Time and resource intensive: Case study research can be time and resource intensive due to the depth of the investigation and the amount of collected data.
• Complexity of analysis: The rich, detailed data generated in case study research can make analyzing the data challenging.
• Subjectivity: Given the nature of case study research, there may be a higher degree of subjectivity in interpreting the data , so researchers need to reflect on this and transparently convey to audiences how the research was conducted.

Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

• Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
• Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
• Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
• Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
• Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
• Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
• Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

• The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
• The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
• The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
• The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
• The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

• Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
• Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
• Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
• Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

• In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
• Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
• Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
• Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
• Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
• Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

• Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
• Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
• Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
• Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
• Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
• Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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Muhammad Hassan

Researcher, Academic Writer, Web developer

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All You Wanted to Know About How to Write a Case Study

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

• Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
• Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
• Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
• Critical case studies explore the causes and effects of a certain case.
• Illustrative case studies describe certain events, investigating outcomes and lessons learned.

Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.

Case Study Format

The case study format is typically made up of eight parts:

• Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
• Background. Provide background information and the most relevant facts. Isolate the issues.
• Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
• Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
• Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
• Implementation. Explain how to put the specific strategies into action.
• References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

• Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
• Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
• Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
• Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
• Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

• Correctly identify the concepts, theories, and practices in the discipline.
• Identify the relevant theories and principles associated with the particular study.
• Evaluate legal and ethical principles and apply them to your decision-making.
• Recognize the global importance and contribution of your case.
• Construct a coherent summary and explanation of the study.
• Demonstrate analytical and critical-thinking skills.
• Explain the interrelationships between the environment and nature.
• Integrate theory and practice of the discipline within the analysis.

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Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

• Statement of the issue: Alcoholism is a disease rather than a weakness of character.
• Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
• Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
• Hypotheses: Drinking in excess can lead to the use of other drugs.
• Importance of your story: How the information you present can help people with their addictions.
• Background of the story: Include an explanation of why you chose this topic.
• Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
• Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
• Strong argument 2: ex. X amount of people started drinking by their mid-teens.
• Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
• Concluding statement: I have researched if alcoholism is a disease and found out that…
• Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

• Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
• In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
• Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
• Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
• At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

• Check that you follow the correct case study format, also in regards to text formatting.
• Check that your work is consistent with its referencing and citation style.
• Micro-editing — check for grammar and spelling issues.
• Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

• Overgeneralization – Do not go into further research that deviates from the main problem.
• Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
• Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

• A title that attracts some attention and describes your study
• The title should have the words “case study” in it
• The title should range between 5-9 words in length
• Your name and contact information
• Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.

Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.

Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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What Is A Case Study?

How to cite a case study in apa, how to write a case study.

Daniel Parker

is a seasoned educational writer focusing on scholarship guidance, research papers, and various forms of academic essays including reflective and narrative essays. His expertise also extends to detailed case studies. A scholar with a background in English Literature and Education, Daniel’s work on EssayPro blog aims to support students in achieving academic excellence and securing scholarships. His hobbies include reading classic literature and participating in academic forums.

is an expert in nursing and healthcare, with a strong background in history, law, and literature. Holding advanced degrees in nursing and public health, his analytical approach and comprehensive knowledge help students navigate complex topics. On EssayPro blog, Adam provides insightful articles on everything from historical analysis to the intricacies of healthcare policies. In his downtime, he enjoys historical documentaries and volunteering at local clinics.

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Why Do Students Cheat?

Students are motivated to cheat when they are short on time, lack interest or are struggling to learn effectively. (paraphrased from Murdock, Burton & Anderman, 2007, p. 3)

College life is demanding, but the time and effort you put in to your career-focused learning will pay off when you graduate.

Cheating doesn't help you learn the concepts required to be professionally successful. Students who cheat are more likely to continue to engage in dishonest practices in the workplace ( Graves, 2008 ; Harding, Carpenter, Finelli, & Passow, 2004 ; Sims, 1993 ); such behaviours often become grounds for dismissal. 

Avoid the pressure to cheat by learning to use effective study strategies and time management.

Types of Cheating

Review the definitions, examples and case studies below.

Improper Behaviour in Testing Situations

Behaving in a distracting or disruptive manner, or behaving in a way that could be interpreted as cheating, even if direct evidence of cheating is not observed.

• Talking or otherwise communicating with someone other than the professor, proctor or exam supervisor.
• Making noises, such as speaking, tapping or humming.
• Taking a photograph - even a selfie.
• Having an electronic device (e.g. phone, tablet, watch, laptop, etc) within reach when none are allowed.
• Sharing utensils or tools with another student (e.g. pencils, pens, erasers, calculators).
• Refusing to follow a direction from a professor, proctor or exam supervisor.

Van is taking his mid-term exam for his Mechanical Engineering Technology course. Van has studied hard and finds that he knows the answers to every question. Happy to be doing so well, Van begins to hum a song as he makes his way through the exam. The noises Van makes are distractions to other students taking the exam. This distraction may be considered an academic offence.

Using Unauthorized Aids and Assistance

Using aids, assistance or other sources of support that have not been authorized by the instructor in a testing situation or in the completion of work.

• Communicating with someone other than the professor, proctor or exam supervisor during a test or exam.
• Using unauthorized material or aids (e.g., cheat sheets, materials from file-sharing sites like Chegg) during an assessment, quiz, test, or exam.
• Copying answers from another student during a test or exam.
• Accepting answers given from another student during a test or exam, including online exams.
• Using a phone or other device during a test or exam.
• Using unauthorized material, aids or software (e.g., generative AI) during the preparation of an assignment.

Contract Cheating

The act of a student contracting another (for pay, for trade, or for a favour) to complete academic work (e.g., assignment, exam, paper, etc.)

• Buying an essay or an assignment from a website, editor or tutor and submitting it as one's own work.
• Paying or providing services to another student to take an exam or complete an assignment.
• Purchasing or obtaining editing services that make substantial changes to an assignment to the point that it no longer represents the individual student’s own capabilities. 

Frank is in his final semester of his studies. Frank has multiple assignments that are due around the same time, including a major research paper. Frank discovers a website that sells research papers. He checks out the website and finds an example of an essay that is exactly like the topic he would have chosen for his research paper. Frank decides to buy the essay and submit it as his work. He believes buying the work is OK because his version of the paper, had he written it, would be almost the same as the purchased one. However, Frank has committed an academic offence by not submitting his own work.

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• v.19(2); Spring 2021

Effective Use of Student-Created Case Studies as Assessment in an Undergraduate Neuroscience Course

Dianna m. bindelli.

1 Neuroscience Department, Carthage College, Kenosha, WI 53140

Shannon A.M. Kafura

Alyssa laci, nicole a. losurdo, denise r. cook-snyder.

2 Department of Physiology, Medical College of Wisconsin, Milwaukee WI 53226

Case studies and student-led learning activities are both effective active learning methods for increasing student engagement, promoting student learning, and improving student performance. Here, we describe combining these instructional methods to use student-created case studies as assessment for an online neurovirology module in a neuroanatomy and physiology course. First, students learned about neurovirology in a flipped classroom format using free, open-access virology resources. Then, students used iterative writing practices to write an interrupted case study incorporating a patient narrative and primary literature data on the neurovirulent virus of their choice, which was graded as a writing assessment. Finally, students exchanged case studies with their peers, and both taught and completed the case studies as low-stakes assessment. Student performance and evaluations support the efficacy of case studies as assessment, where iterative writing improved student performance, and students reported increased knowledge and confidence in the corresponding learning objectives. Overall, we believe that using student-created case studies as assessment is a valuable, student-led extension of effective case study pedagogy, and has wide applicability to a variety of undergraduate courses.

It is well established that active learning increases student engagement, promotes student learning, and improves student performance compared to traditional lecture ( Armbruster et al., 2009 ; Haak et al., 2011 ; Freeman et al., 2014 ). Moreover, active learning is a critical component of inclusive pedagogy that is effective for all students, and decreases the achievement gap for persons excluded because of their ethnicity or race (PEERs; Haak et al., 2011 ; Ballen et al., 2017 ; Penner, 2018 ; Theobald et al., 2020 ; Asai, 2020 ). Frequent student-led learning activities are an important component of an active learning classroom, where students engage with course content and work collaboratively with their peers to increase their own and each other’s learning. Student-led learning techniques range from short, cooperative activities like think-pair-share and the jigsaw method ( Faust and Paulson, 1998 ; Lom, 2012 ; Lang, 2016 ), to full collaborative learning courses where students prepare and lead most classes ( Casteel and Bridges, 2007 ; Davidson and Major, 2014 ; Kurczek and Johnson, 2014 ). Case studies are also an effective active learning method that uses narratives to engage students in higher-level learning objectives within Bloom’s Taxonomy ( Anderson and Krathwohl, 2001 ; Handelsman et al., 2004 ; Herreid et al., 2012 ; Wiertelak et al., 2016 ). As one example, case studies have been incorporated into introductory and upper-level neuroscience courses to promote student analysis and evaluation of primary literature ( Cook-Snyder, 2017 ; Sawyer and Frenzel, 2018 ; Rollins, 2020 ). Typically, student-led learning activities and case studies are both used as in-class practice before a separate, larger assessment, like an exam testing similar content ( Freeman et al., 2014 ; Cook-Snyder, 2017 ; Sawyer and Frenzel, 2018 ). Here, we describe using the case study itself as the assessment, where students work collaboratively to write a case study that demonstrates and applies their neurovirology knowledge and requires analysis and evaluation of the primary literature. In turn, students lead their peers in discussion of their case to promote their own and each other’s learning.

As described here, we used student-created case studies as assessment in a four-week, online neurovirology module in an upper-level neuroanatomy and physiology course. Neurovirology is the interdisciplinary study of viruses that affect the central nervous system ( Nath and Berger, 2020 ) and students voted to learn more about neurovirology during the SARS-CoV-2 (COVID-19) pandemic in the spring 2020 semester. Accordingly, student-created case studies focused on neurovirulent viruses, or viruses that can cause disease of nervous tissue ( Racaniello, 2020a ). Students used iterative writing practices to write their case studies, which were graded as writing assignments. Then, students exchanged case studies with their peers, and both taught and completed the cases in small groups as low-stakes assessment. Student performance data and self-reported evaluations support the success of the neurovirology module and case study assignment in meeting the content and skills learning objectives listed below. Case studies are highly effective tools in undergraduate education ( Handelsman et al., 2004 ; Herreid et al., 2012 ; Wiertelak et al., 2016 ), and we believe that using student-created case studies as assessment is a valuable extension of established case study pedagogy.

Learning Objectives

Content objectives.

After this module, students should be able to:

• ○ Viral properties and classification
• ○ Viral pathogenesis, including infection and immune response
• ○ CNS barriers, including the blood-brain barrier
• ○ Mechanisms of neurotoxicity and neuronal death

Skills Objectives

Additionally, students will increase their skills in:

• Applying virology and neuroscience principles to neurovirulent viruses and neurologic disorders
• Using resources from the neurovirology module to learn more about virology
• Analyzing and evaluating primary literature
• Collaborating to write original case studies
• Leading peers in analysis and evaluation of case studies

MATERIALS AND METHODS

Neurovirology module.

The neurovirology module was developed for a one-semester, neuroanatomy and physiology lecture and laboratory course for junior and senior neuroscience majors at a small liberal arts college (Neuroscience 4100, Carthage College). Enrollment for the course is typically 25–30 students, with greater than 60% of students reporting clinically focused health care career goals. The most common career goals are physician (M.D. or D.O.), physician assistant, physical or occupational therapist, and clinical psychologist, consistent with the hypothesis that students believe a neuroscience major will better prepare them for health care careers ( Prichard, 2015 ; Ramos et al., 2016a , 2016b ).

The neurovirology module was developed as a substitution for in-person labs when remote instruction was implemented in the spring 2020 semester due to the COVID-19 pandemic. Student survey data was collected using Google Forms at the beginning of remote instruction, and 96% of students voted in favor of using lab time to learn more about virology and infectious disease, with an emphasis on neurovirology ( n = 26 enrolled students; 24/26 students for, 0/26 students against, 2/26 students abstained). Accordingly, the neurovirology module was administered over Zoom ( https://zoom.us/ ) during weekly 3-hour lab periods for a total of four weeks (Week 1 to Week 4; 12 hours total; see Supplementary Material Appendix A , Appendix B ). Students received instruction in using Zoom prior to the neurovirology module, including joining a Zoom class, providing verbal and non-verbal feedback to the instructor, and joining breakout rooms to work with peers.

The neurovirology module followed a flipped classroom format, in which students gained familiarity with neurovirology content before class, and used class time for active learning strategies ( Mazur, 2009 ; Brame, 2013 ). Appendix A provides details on before class readings, videos, and assignments, and in-class activites for the neurovirology module. Briefly, in Week 1, students learned basic principles of virology using recorded lectures and readings from a free, online, open-access virology course ( https://www.virology.ws/course/ ) and blog ( https://www.virology.ws/virology-101/ ) courtesy of Vincent Racaniello at Columbia University ( Racaniello, 2004 ; Racaniello, 2009a , 2009b , 2009c , 2009d , 2009e , 2009f , 2009g ; Racaniello, 2020a , 2020b , 2020c ). These materials were supplemented with textbook readings on the immune system ( Widmaier et al., 2014 ). Week 1 materials were chosen to provide students with enough background on viral properties, classification, and pathogenesis that they could apply their knowledge to neurovirulent viruses and neurologic disorders in Week 2. Accordingly, in Week 2, students read about central nervous system barriers in the course textbook ( Kandel et al., 2013 ), and watched a brief, recorded lecture summarizing major mechanisms of neurotoxicity and neuronal death ( Appendix A ; Fink and Cookson, 2005 ; Jellinger, 2010 ; Fan et al., 2017 ; full lecture available from the corresponding author by request). After completing these additional background readings, students read a neurovirology review article describing mechanisms of invasion and disease for specific neurovirulent viruses ( Swanson and McGavern, 2015 ).

Before class assignments for Week 1 and Week 2 included short, online comprehension quizzes, and collaborative “neurovirology dictionary” assignments, where students were responsible for adding new terms and definitions to create a shared “neurovirology dictionary” from the before class readings and videos ( Appendix A ). Both of these graded assignments incentivized student preparation before class and provided checks of student understanding, which are key elements of a flipped classroom ( Brame, 2013 ).

Week 1 and Week 2 class time used cooperative, student-led learning, where students worked together to complete questions based on the before class content ( Davidson and Major, 2014 ). Specifically, students were randomly assigned to groups of 3–4 using the breakout room function in Zoom. Each group was assigned a different set of instructor-created questions to discuss and complete in a shared Google Slides document, and the instructor circulated between groups to check understanding. Then, each group presented their answers to the full class. This format provided structure for students to create their own study guide summarizing neurovirology content, and provided additional practice in cooperative, student-led learning ( Davidson and Major, 2014 ).

Case Study Assignment

Weeks 3–4 of the neurovirology module were used for the case study assignment. Broadly defined, case studies use narratives to engage students and meet learning objectives ( Herreid, 2007 ). The case study assignment was worth 6% of the final course grade, and Appendix B provides details on assignment requirements and a grading rubric. Briefly, students worked in self-selected groups of 2–3 to write their case study on any neurovirulent virus of their choosing. Case studies were required to follow an interrupted, literature-based format ( Herreid et al., 2012 ; Prud’homme-Généreux, 2016 ; Cook-Snyder, 2017 ), where the first part of the case study used a patient narrative or primary literature data and asked questions on the epidemiology and/or symptoms and diagnosis of the virus. The second part of the case study was required to use primary literature data and ask questions on the pathogenesis and/or treatment of the virus. Students included answers to their own questions, and the answers were required to be clearly supported by the course materials and by their case study. Supplementary Material Appendices C and D provide example student-created case studies on rabies virus and enterovirus 71, respectively.

Students followed an iterative writing practice to create their case studies, which sought to couple goal-directed practice with targeted feedback ( Ambrose et al., 2010 ). Specifically, students submitted the first draft of their co-authored case study in Week 3, which was graded by the instructor using a holistic rubric that included a grading scale, comments, and specific examples from the students’ draft ( Appendix B ; Allen and Tanner, 2006 ). The first draft was worth 10% of the students’ final grade on the assignment, which incentivized student performance on the draft while still serving as a low-stakes assesment and providing formative feedback ( Birol et al., 2013 ; Brownell et al., 2013 ; Cotner and Ballen, 2017 ; Cyr, 2017 ). Then, students revised and submitted the final draft of their case study in Week 4, which was graded by the instructor using the same rubric as the first draft to provide summative feedback, and was worth 90% of the students’ final grade. Students were asked to write new or edited text on the final draft in a different color, so the instructor could more easily identify the students’ improvements from the first draft and incorporation of first draft feedback.

Students also shared their case study final draft with one other student group, and the case study authors led their peers through their case studies following a previously described classroom management strategy ( Cook-Snyder, 2017 ). This classroom management strategy is consistent with effective student-led discussion practices, including students working in teams to create and disseminate discussion questions before leading class discussion ( Casteel and Bridges, 2007 ; Kurczek and Johnson, 2014 ). Briefly, in Week 4, peers completed the student authors’ case study questions as homework before class, and class time was used to discuss their answers. Discussion was facilitated by the student authors, and emphasized that there can be multiple "correct" answers where the best answers are accurate and well-supported. Well-supported answers cited the case study itself, the neurovirology module, previous course content, and/or the primary literature as needed. This approach encourages students to apply course knowledge and conduct targeted literature searches to increase their knowledge. Peers edited their answers based on the discussion, and these edits were factored into a pass/fail grade from the instructor. Each case study was allotted 30 minutes for discussion; at the end of 30 minutes, the peers and students authors switched roles and discussed the peers’ case study. Appendix B provides a table illustrating this format for a three-hour class period. Overall, each student received three grades on the case study assignment: a grade on the first draft and a grade on the final draft of the case study they wrote, and a pass/fail grade on the case study they completed ( Appendix B ). Additionally, each student had the opportunity to teach their case study to their peers as a student-led learning activity. By implementing the case study assignment workflow outlined here, students both created original work and led their peers in analysis and evaluation of their work, consistent with higher-level learning objectives from Bloom’s Taxonomy ( Anderson and Krathwohl, 2001 ).

Assessment of Learning Objectives

Learning objectives for the neurovirology module and case study assignment were assessed directly and indirectly using student performance data and self-reported evaluations, respectively ( Muir, 2015 ). Data and evaluations were collected in accordance with federal guidelines for research in education settings, and with approval from the Institutional Review Board at Carthage College. All statistical analyses were performed in GraphPad Prism 8 for macOS (San Diego, CA) with a significance level of p <0.05.

Analyzed student performance data included student grades on the first draft and final draft of the case study assignment ( Figure 1 ). Comparison of first draft and final draft case study grades was analyzed using a parametric paired t -test.

Student performance improved with iterative writing practice and low-stakes assessment. Student group grades for the first draft and final draft of the case study are shown as a percentage of the total possible points for the draft (grey circles). Lines connect the first draft and final draft grades from the same student group ( n = 12 student groups; paired t -test, **** p <0.001).

De-identified student self-reported evaluations were collected using Google Forms after Week 4 of the neurovirology module and case study assignment. Quantitative evaluations used a Likert scale with the following responses: 5-Strongly Agree; 4- Agree; 3- Neutral; 2- Disagree; 1- Strongly Disagree ( Figures 2 ​ 2 – 4 ). All questions included a “prefer not to respond” option for student response, although no students chose this option for the questions reported here. Student responses were analyzed using a nonparametric one-sample Wilcoxon signed-rank test, with a hypothetical median of 3- Neutral. If the responses were significantly different from 3- Neutral, we concluded that the students agreed/strongly agreed (4–5) or disagreed/strongly disagreed (1–2) with the question. This analysis method is consistent with previous research analyzing student-led learning activities ( Stavnezer and Lom, 2019 ).

Students self-reported familiarity with neurovirology ( A ), increased knowledge in content learning objectives ( B ), and activities contributing to knowledge ( C ). Evaluations used a Likert scale: 5-Strongly Agree; 4- Agree; 3- Neutral; 2- Disagree; 1- Strongly Disagree. Scatter plots show individual student responses (grey circles) and the median response (black bar) for each question ( n = 23–24 students; one-sample Wilcoxon signed rank test to a hypothesized median of 3- Neutral (dotted line); ** p <0.01, **** p <0.0001).

Students self-reported increased confidence in skills learning objectives. Evaluations used a Likert scale: 5-Strongly Agree; 4- Agree; 3- Neutral; 2- Disagree; 1- Strongly Disagree. Scatter plots show individual student responses (grey circles) and the median response (black bar) for each question ( n = 23–24 students; one-sample Wilcoxon signed rank test to a hypothesized median of 3- Neutral (dotted line); **** p <0.0001).

Students self-reported satisfaction with the neurovirology module and case study assignment. Evaluations used a Likert scale: 5-Strongly Agree; 4- Agree; 3- Neutral; 2- Disagree; 1- Strongly Disagree. Scatter plots show individual student responses (grey circles) and the median response (black bar) for each question ( n = 24 students; one-sample Wilcoxon signed rank test to a hypothesized median of 3- Neutral (dotted line); *** p <0.001, **** p <0.0001).

De-identified qualitative evaluations included three open-ended questions: (1) What will you take away from the neurovirology module?; (2) What aspects of the neurovirology module were most valuable?; (3) What suggestions do you have for how Dr. Cook-Snyder (i.e., instructor and corresponding author) can improve the neurovirology module? The corresponding author categorized student responses to align with the content and skills learning objectives, or with the neurovirology module materials ( Appendix A ) and case study assignment ( Appendix B ; Figure 5 ). Some student responses contained module/case study assignment category. Additionally, some student responses (31.03% of responses) did not contain a suggestion for improvement, and were omitted from analysis. Accordingly, qualitative evaluation sample sizes vary from course enrollment because one response can contain zero or multiple categories, consistent with analysis methods from previous studies ( Stavnezer and Lom, 2019 ).

Students self-reported content and skills learning objective takeaways, and provided strengths and areas for improvement for the neurovirology module and case study assignment. Qualitative evaluations used open-ended questions to assess takeaways ( A ), strengths ( B ), and areas for improvement ( C ). ( A ) Students responses on takeaways were aligned with content learning objectives (above dotted line) or skills learning objectives (below dotted line), and the percentage of total responses for each learning objective is shown ( n = 38 responses). ( B, C ) Student responses on strengths ( B ) and areas for improvement ( C ) were aligned with neurovirology module materials (above dotted line) or the case study assignment (below dotted line), and the percentage of total responses for each category is shown ( B : n = 39 responses; C : n = 20 responses)

Student Performance

Student learning in the neurovirology module ( Supplementary Material Appendix A ) was primarily assessed with the case study assignment ( Supplementary Material Appendix B ). As examples, two student-created case studies on neurovirulent viruses are included in Supplementary Material Appendices C and D . Student authors (DMB, SAMK, AL, NAL) had substantial familiarity with interrupted, literature-based case studies before writing their own case study in this format. Indeed, almost all students who wrote case studies (25 out of 26 students) had previously completed 13 interrupted, literature-based case studies over two semesters in the corresponding author’s courses ( Cook-Snyder, 2017 ). In Appendix C , the student-created case study on rabies virus applies content from the neurovirology module with detailed analysis of primary literature data on rabies virus, blood-brain barrier permeability, and vaccine efficacy ( Long et al., 2020 ). In Appendix D , the student-created case study on enterovirus 71 also applies neurovirology content to investigate vaccine efficacy ( Li et al., 2008 ; Zhang et al., 2012 ). Additionally, this case study reviews cerebellar and pontine structure and function, which were previously discussed in the course, in relation to viral pathogenesis ( Huang et al., 1999 ; Shen et al., 1999 ; Jain et al., 2014 ). In both case studies, student authors successfully met the skills learning objectives of the neurovirology module and case study assignment by applying their knowledge of neurovirology and analyzing and evaluating primary literature.

The case study assignment used an iterative writing process and low-stakes assessment, where the first draft of the case study was worth 10% of the students’ final grade on the assignment, and the final draft was worth 90%. Iterative writing practices and low-stakes assessment have been shown to improve student performance and confidence within a course ( Freestone, 2009 ; Brownell et al., 2013 ; Cyr, 2017 ). Therefore, we compared student grades on the first draft and final draft of the case study, and consistent with previous literature, our results show that every student group increased their grade from the first draft to the final draft ( Figure 1 ). These results further support that iterative writing practices and low-stakes assessment can improve student performance.

Student Evaluations

For quantitative evaluations, students used a Likert scale to self-report their knowledge of content learning objectives and confidence in skills learning objectives after completion of the neurovirology module and case study assignment. Our results show that the majority of students had not studied neurovirology in a previous college course, and that they reported increased knowledge of content learning objectives after completing the neurovirology module and case study assignment ( Figure 2A, 2B ). Moreover, students reported that writing, teaching, and completing a neurovirology case study all increased their neurovirology knowledge, with writing (median = 5- Strongly Agree) ranking higher than teaching or completing (median = 4- Agree; Figure 2C ). Additionally, students reported increased confidence in skills learning objectives ( Figure 3 ), and agreed that if they took the course again, they would want the neurovirology module included, and to write more case studies ( Figure 4 ). Taken together, these data suggest that the neurovirology module and case study assignment were largely successful in meeting content and skills learning objectives and student satisfaction.

For qualitative evaluations, students answered open-ended questions on takeaways, strengths, and areas for improvement after completion of the neurovirology module and case study assignment. When asked what they will take away from the neurovirology module, student responses spanned the module’s learning objectives but reported more content than skills takeaways ( Figure 5A ; 55.3% of responses for content learning objectives; 44.7% of response for skills learning objectives). Additionally, students emphasized the importance of the module as a foundation for further exploration, as exemplified by the following responses:

“I will take away how much I loved learning about neurovirology. I was always interested in infectious diseases and loved neuroscience so tying them together has been fantastic… I am definitely more confident in reading primary literature on the topic due to this section and that will hopefully carry me through any future education.” “I thought the material was interesting and relevant and I appreciated that I could take the information and neurovirology definitions we were learning about and begin to apply them to literature being published now about COVID-19….”

When asked about the most valuable aspects of the neurovirology module, students identified before class readings and videos, and in-class active learning strategies in Weeks 1–2 of the module ( Appendix A ), and writing and teaching their case studies in Weeks 3–4 of the case study assignment ( Appendix B ; Figure 5B ; 56.4% of responses for the neurovirology module, 43.6% of responses for the case study assignment). Writing the case study was the most commonly identified valuable aspect of the class (33% of responses; Figure 5B ), as exemplified by the following responses:

“I found the case study we created to be most helpful. It pushed me to go through the neurovirology material learned in the lectures, readings, and videos and truly understand the topic I had to eventually write and teach about. I felt that it allowed for more active learning in which I had to think about the topic from multiple angles-researching a virus, creating the prompt, writing questions and answers...” “I really enjoyed having the challenge of writing our case study. It made me think more like a scientist and a physician regarding viruses and how they can affect the nervous system. It is very interesting to apply the theory to what we could see in real life on a patient undergoing a viral infection.” “I think the aspect that was most valuable was the creation of the case study. I thought it was beyond inspiring to have crafted our very own case study that seemed so professional and to teach it to our peers was very meaningful.”

When asked for suggestions for improving the neurovirology module, student feedback spanned the module and the case study assignment ( Figure 5C ; 55% of responses for the neurovirology module, 45% of responses for the case study assignment). The most common areas for improvement were adding more content, especially clinical symptoms and diagnosis (30% of responses) and completing more case studies (30% of responses). Interestingly, adding more content was also the most common area for improvement for students that reported neutral or disagree with knowledge of content learning objectives ( Figure 2B ) or confidence in skills learning objectives ( Figure 3 ; 57% of responses from these students). As two students wrote:

“Discussing more symptoms and how you would classify a disease based on the symptoms presented [is an area of improvement]…learning how to diagnose/differentiate these types of diseases would be helpful.” “…I think it would be interesting if we all got to do or at least listen in on everyone's case study. This would allow us to learn about different neuroviruses.”

Interestingly, some students also identified providing more instruction on teaching the case study as an area for improvement ( Figure 5C ; 15% of responses). As one student wrote:

“While I did think that creating our own case study was very valuable, I did think that some of the expectations on how it was going to be presented were unclear. I wish there was a little more format to that portion of the project. Other than that I really did enjoy this module and I hope that you can find a way to integrate it into the class material in the future.”

Taken together, qualitative student evaluations suggest that student takeaways aligned with content and skills learning objectives, and that students valued the structure of the neurovirology module and case study assignment, although important improvements to content and instruction are needed.

In this article, we describe using student-created case studies as assessment for a neurovirology module. Our results suggest that the neurovirology module and the case study assignment met their intended content and skills learning objectives by improving student performance and increasing students’ self-reported knowledge and confidence. We believe our approach is a valuable extension of case study pedagogy with broad applicability to a variety of undergraduate courses.

As described in this article, students followed iterative writing practices to create their case studies, which have been shown to improve student performance and confidence within a course ( Freestone, 2009 ; Brownell et al., 2013 ; Cyr, 2017 ). Our data was consistent with the previous literature, showing improved student grades from the first draft to the final draft of the case study assignment ( Figure 1 ). Previous studies also suggest that iterative writing practice coupled with calibrated peer review may be particularly effective in improving performance for the lowest-performing students ( Birol et al., 2013 ). Future version of the case study assignment could repeat the iterative writing practices described here and included calibrated peer review for the first draft, then measure improvement from the first draft to the final draft for high- and low-performing students. Moreover, additional studies suggest that iterative writing practices may not improve student writing performance across all domains or in subsequent courses ( Rayner et al., 2014 ; Holstein et al., 2015 ). Further analysis would be necessary to determine if students show longitudinal improvements in writing performance across multiple writing assignments and courses after completion of the case study assignment described here.

Quantitative and qualitative student self-report evaluations support that the neurovirology module and case study assignment promoted content and skills learning objectives in understanding, applying, analyzing, evaluating, and creating ( Anderson and Krathwohl, 2001 ), and that students valued the structure of the neurovirology module and case study assignment ( Figures 2 ​ 2 ​ – 5 ). Importantly, student self-report evaluations of active learning may underestimate the amount of actual student learning ( Deslauriers et al., 2019 ), so the high student evaluations of learning objectives are notable. However, students also offered important areas for improvement, including adding more content on clinical symptoms and diagnosis on neurovirulent disorders ( Figure 5C ). To address this, future iterations of the neurovirology module should include clinical textbook readings and primary literature ( Bookstaver et al., 2017 ; Nath and Berger, 2020 ) coupled with public health resources on symptoms and diagnosis ( Centers for Disease Control and Prevention, 2020 ; National Institute of Allergy and Infectious Disease, 2020 ; National Institute of Neurological Disorders and Stroke, 2020 ). Encouraging students to read scientific articles written for the general public prior to or concurrent with reading primary literature on the same topic improves student understand of complex or unfamiliar literature ( Gottesman and Hoskins, 2013 ; Bodnar et al., 2016 ; Kararo and McCartney, 2019 ). Additionally, students suggested providing more instruction on teaching case studies and completing more case studies ( Figure 5C ). This area for improvement is consistent with quantitative evaluations, where students reported that writing, teaching, and completing a neurovirology case study all increased their neurovirology knowledge, but writing ranked higher than teaching or completing ( Figure 2C ). To address this, future iterations of the case study assignment will include teaching guidelines in the assignment requirements ( Appendix B ) based on nine facilitator strategies for student-led discussion ( Rees, 1998 ; Soranno, 2010 ). Students will be asked to reflect on these strategies and write a short paragraph at the end of their first draft on how they will work as a team to teach their case study using these strategies. Additionally, students will share their case study final draft with at least two other student groups to increase the number of case studies each student completes. Quantitative and qualitative evaluations should be repeated to determine if these interventions address students’ areas for improvement.

Students had considerable familiarity with interrupted, literature-based case studies before writing their own cases. Indeed, almost all students who wrote case studies (25 out of 26 students) had previously completed 13 interrupted, literature-based case studies over two semesters in the corresponding author’s courses ( Cook-Snyder, 2017 ). This is consistent with active learning pedagogy, which emphasizes students practicing the skills necessary to succeed in assessment before they are assessed ( Armbruster et al., 2009 ; Haak et al., 2011 ; Freeman et al., 2014 ). However, previous research suggests that more limited practice with case studies prior to writing a case study may still be effective. For example, research on collaborative learning courses describe instructor modeling of good discussion practices “several” times before students prepared and led classroom discussions ( Casteel and Bridges, 2007 ; Kurczek and Johnson, 2014 ). Therefore, we suggest that students complete several (two to four) instructor-provided and -taught case studies following the structure and classroom management of the case study assignment before writing and leading their own case.

Active learning is a critical component of inclusive pedagogy that is effective for all students, and decreases the achievement gap for PEERs ( Haak et al., 2011 ; Ballen et al., 2017 ; Penner, 2018 ; Theobald et al., 2020 ; Asai, 2020 ). Studies suggest that active learning may be particularly effective for PEERs because active learning helps students identify as scientists, and science identity is critical for persistence in STEM ( Graham et al., 2013 ; Trujillo and Tanner, 2014 ; Theobald et al., 2020 ). Case studies are important components of active learning ( Handelsman et al., 2004 ; Herreid et al., 2012 ; Wiertelak et al., 2016 ), and some qualitative student evaluations suggest that the case study assignment promoted scientific identity, where students described thinking “more like a scientist and a physician,” and that writing a case study “seemed so professional.” However, direct questions on students’ science identities are needed for future iterations of the case study assignment to determine if the assignment promoted science identity ( Trujillo and Tanner, 2014 ). Likewise, further studies are needed to determine if the case study assignment promoted persistence in STEM. In this article, the case study assignment was used in a spring semester course for junior and senior neuroscience majors at Carthage College, where nearly 100% of junior and senior neuroscience majors graduate from Carthage with a neuroscience degree (data not shown). This is consistent with previous research, which estimates that STEM attrition rates peak in students’ first and second academic year, and plateau in third and fourth year ( Aulck et al., 2017 ; Chen et al., 2018 ). However, if the case study assignment was used in first or second year neuroscience courses, when STEM attrition rates are higher, measuring subsequent retention of students in a STEM major could be particularly valuable metric.

We believe that using student-created case studies as assessment has wide applicability to undergraduate education because case studies themselves have wide applicability. Case studies have been used effectively in introductory and advanced neuroscience courses with small and large student enrollments to address a variety of content and skills learning objectives ( Herreid et al., 2012 ; Brielmaier, 2016 ; Ogilvie and Ribbens, 2016 ; Roesch and Frenzel, 2016 ; Wiertelak et al., 2016 ; Lemons, 2017 ; Nagel and Nicholas, 2017 ; Sawyer and Frenzel, 2018 ; Mitrano, 2019 ; Ogilvie, 2019 ; Watson, 2019 ; Rollins, 2020 ). Case studies are also effective active learning methods for synchronous and asynchronous online and hybrid teaching ( Brooke, 2006 ; Schiano and Anderson, 2014 ). Accordingly, we believe that the case study assignment described here could be adapted to follow any of these existing methods of case study writing and teaching. Additionally, we encourage instructors to adapt our neurovirology module to their students’ needs and interests, taking advantage of the free virology resources available online ( https://www.virology.ws/course/ ; https://www.virology.ws/virology-101/ ). Moreover, we believe the module format and case study assignment described here could be duplicated for other important neuroscience topics that are highly relevant to students but not always discussed in the neuroscience curriculum, like social neuroscience or neuroethics ( Flint and Dorr, 2010 ; Abu-Odeh et al., 2015 ; Wiertelak et al., 2018 ). Overall, we believe that using student-created case studies as assessment is a valuable, student-led extension of effective case study pedagogy, and has wide applicability to a variety of undergraduate courses.

Acknowledgements

This work was supported by the Neuroscience Case Network (NeuroCaseNet; NSF-RCN-UBE Grant #1624104). The authors thank the students in Neuroscience 4100 at Carthage College for their participation and feedback, and Dr. Kristen Frenzel for editing the manuscript.

APPENDIX 1. NEUROVIROLOGY MODULE MATERIALS

Before class readings and videos.

Instructions for students: Please read and watch the following in order. Note that most of these are short readings and videos, but Infection Basics is an hour-long lecture.

• What is a virus?: https://www.virology.ws/2004/07/28/what-is-a-virus/
• How viruses are classified: https://www.virology.ws/2009/08/07/how-viruses-are-classified/
• Simplifying virus classification: The Baltimore system: https://www.virology.ws/2009/08/12/simplifying-virus-classification-the-baltimore-system/
• Recorded lecture: https://www.youtube.com/watch?v=fBJ0vcOlS7I&feature=youtu.be
• Slides: https://virology2020.s3.amazonaws.com/012_4310_20.pdf
• Please watch the entire lecture
• pg. 652 – 656
• pg. 662- adaptive immune responses overview
• These pages define immune cell types and cytokines, and give overviews of the innate immune response and adaptive immune response
• The rest of the chapter is for your reference
• Innate immune defenses: https://www.virology.ws/2009/06/03/innate-immune-defenses/
• The inflammatory response: https://www.virology.ws/2009/07/01/the-inflammatory-response/
• Adaptive immune defenses: https://www.virology.ws/2009/07/03/adaptive-immune-defenses/
• Adaptive immune defenses: Antibodies: https://www.virology.ws/2009/07/22/adaptive-immune-defenses-antibodies/
• Immunopathology: Too much of a good thing: https://www.virology.ws/2009/01/23/immunopathology-too-much-of-a-good-thing/
• Recorded lecture: https://www.youtube.com/watch?v=TQkg0mID-w8&feature=youtu.be
• Slides: https://virology2020.s3.amazonaws.com/016_4310_20.pdf
• Please watch until 8:00 (slide 7) of this lecture. The rest of the lecture is posted for your reference.
• Recorded lecture: https://www.youtube.com/watch?v=oWRynTL8NI4&feature=youtu.be
• Slides: https://virology2020.s3.amazonaws.com/017_4310_20.pdf
• Please watch until 5:30 (slide 6) of this video. The rest of the lecture is posted for your reference

Before Class Assignments

Instructions for students.

• Quiz ( Instructor note: Figure A1 provides sample quiz questions ).
• Neurovirology dictionary ( Instructor note: Figure A2 provides example neurovirology dictionary entries ). Neurovirology has so many terms that we’re going to create our own neurovirology dictionary. You are responsible for adding two new definitions to the dictionary this week. Your two definitions should be unique- they should not have already been defined by your classmates. I’ve included a few definitions to get us started. Your neurovirology dictionary definitions are worth 5 points, and you will receive full credit for being thoughtful, thorough, and on time.

In Class: Zoom lecture

• Study questions will be distributed at the beginning of class. You'll have the first part of class to work on the study questions in groups, and we'll discuss the answers to the study questions during the second part of class.
• At the end the end of class, please submit your study questions to the assignment posted below ( Instructor note: this course uses Schoology as learning management software ). Your study questions are worth 5 points, and you will receive full credit for being thoughtful, thorough, and on time.

Please read and watch the following in order.

• Kandel, Appendix D , The Blood-Brain Barrier, Choroid Plexus, and Cerebrospinal Fluid: pgs. 1565–1575.
• Mechanism of neurotoxicity and neuronal death ( Instructor note: this is a brief, recorded lecture focusing on key definitions, including apoptosis, autophagy, necrosis, inflammation, excitotoxicity, trophic factor withdrawal, oxidative stress, mitochondrial dysfunction, protein misfolding and aggregation, and axonal transport dysfunction ).
• Swanson and McGavern, 2015 - Viral Diseases of the Central Nervous System ( Instructor note: key concepts from this review include viral spread, CNS entry, viral cytopathology, and immunopathology).
• Quiz ( Instructor note: Figure A3 provides sample quiz questions ).
• At the end of class, please submit your study questions to the assignment posted below ( Instructor note: this course uses Schoology as learning management software ). Your study questions are worth 5 points, and you will receive full credit for being thoughtful, thorough, and on time.

Sample quiz questions for Week 1 neurovirology module.

Example student-created neurovirology dictionary entries for Week 1 and Week 2 neurovirology module. Student names have been redacted.

Sample quiz questions for Week 2 neurovirology module.

APPENDIX 2. CASE STUDY ASSIGNMENT REQUIREMENTS AND RUBRIC

What is a neurovirology case study.

We’ve used case studies to practice applying our knowledge from lecture to solve biomedically-relevant problems. By now, you all are experts in answering case studies questions- now it’s your turn to work in groups to write your own case study, similar to the case studies we’ve completed in class, and teach it to your peers.

What should you include in your neurovirology case study?

You should work with your lab group to write a neurovirology case study on any neurovirulent virus of your choosing. Your virus can also be neurotropic and/or neuroinvasive, but this is not required. ( Instructor note: neurovirulent viruses cause disease of nervous tissue. Neurotropic viruses infect neural cells; infection may occur by neural or hematogenous spread from a peripheral site. Neuroinvasive viruses enter the CNS after infection of a peripheral site ).

Your neurovirology case study should have two parts:

• Part #1 of your case study should investigate your neurovirulent virus using a patient narrative and/or primary literature data. You are encouraged to refer back to our previous case studies as examples.
• Based on your patient narrative and/or primary literature data, you should write a minimum of two questions, with answers, which address the epidemiology and/or symptoms and diagnosis of your virus.
• Part #2 of your case study should continue to investigate your neurovirulent virus using primary literature data. You are encouraged to refer back to our previous case studies as examples- nearly all of our case studies include questions based on primary literature data.
• Based on your primary literature data, you should write a minimum of three questions, with answers, which address the pathogenesis and/or treatment of your virus.
• Answers to your questions should be clearly supported by previous readings, videos, and lectures from class, and by the case study itself. You are encouraged to use any material from class as needed- you are not limited to just our neurovirology readings, videos and lectures.
• Remember, your peers are going to read your case study and answer your questions. So, your peers should be able to answer your questions based on material from class, plus any additional information you provide for them in the case study. Your peers should have to do minimal additional research to answer your questions correctly.

Your neurovirology case study should also have two versions:

• The answers to your questions
• In-text citations for all parts of your case study, especially your patient narrative/primary literature data and the answers to your questions.
• A list of references on the last page.
• You will write a 1st draft and a final draft of your Answer Key- see the Submission requirements and Grading and Feedback sections below for details
• This is the version you will share with your peers, so they can read your case study and answer your questions. This version should be identical to your Answer Key final draft, but not include the answers to your questions, in-text citations, or your list of references at the end.

How will you teach your neurovirology case study to your peers?

During Week 4, you will be leading your peers in a discussion of your case study, similar to our class discussions of case studies ( Instructor note: see Cook-Snyder, 2017 for a detailed classroom management strategy for case studies ).

• You will share your Neurovirology Case Study- Without Answer with your peers
• Your peers will read your case study, answer the questions, and submit their answers to Schoology before class.
• Then, in class, you will lead your peers in a discussion of your case study, and your peers will submit their original answers plus annotations to Schoology after class

Submission requirements

• ○ Your 1st draft is due Tuesday, May 5th, before your lab section starts (Instructor note: this is Week 3).
• ○ Your final draft is due Monday, May 11th, 10:30am (Instructor note: this is Week 4).
• ○ Even though you’re writing one case study per lab group, all group members should submit the case study to Schoology. This will ensure that all group members receive their case study grades.
• Your Neurovirology Case Study- Without Answers should be emailed to your peers by Monday, May 11th, 10:30am (Instructor note: this is Week 4).

Grading and Feedback

You will be graded according to the Neurovirology Case Study Grading Rubric posted below. Note that 10% of your case study grade will be earned on your 1st draft, and 90% will be earned on your final draft.

I will provide feedback electronically on all drafts (1st and final). My feedback will summarize the strengths, areas for improvement, and specific actions you can take to improve. IMPORTANT: I will provide a maximum of two comments per rubric section. This doesn’t mean that there aren’t any additional areas for improvement, or that if you only address these comments that you will get a 100%. But, I believe targeting your attention and effort to these top areas will make the most improvement.

Neurovirology Case Study Grading Rubric

APPENDIX 3. STUDENT-CREATED CASE STUDY- RABIES VIRUS

Instructor note: This case was written by Alyssa Laci and Nicole A. Losurdo, undergraduate students in Neuroscience 4100, Spring 2020 semester, Carthage College. In-text citations and references are in blue font. The answer key version of this case is available via request to [email protected] . The corresponding author (DRCS) has edited the case for formatting and clarity and has indicated whether each answer is supported by the case study in the neurovirology module, previous course content, and/or the primary literature in blue font.

Brian was engaging in yard work when he heard his wife yell to him.

“Brian! There is a stray dog in the yard that is acting rather strange. He is staggering and having a hard time standing upright. I think I also saw a foamy discharge coming from his eyes and mouth. I noticed him while I was in the garden because he was making this weird high-pitched noise” ( Taylor and Nel, 2015 ).

Brian walked over to his wife.

She looked concerned and asked him, “What do you think we should do about him?”

Brian replied with a similar concerned tone, “Well we better make sure he is okay and consider calling animal control. In the meantime, I’ll go take a closer look at him.”

Brian slowly moved closer to the dog, trying not to disturb or frighten him. He reached toward the dog, trying to comfort his fear. Instead, the dog lunged at his hand and bit him.

Brian pulled his hand away in pain. He glanced down at his fingers and found blood oozing from them. He stepped away from the dog and went inside to wash his hands off from the bite.

As he was washing his hands, the area around the bite tingled and itched ( CDC, 2019 ). He continued to scrub until the blood was gone, applied a bandaid and grabbed the phone to call animal control.

A week passed, and the area of Brian’s bite began to itch more excessively and he just couldn’t drum up the motivation to leave his bed because he felt so sleepy ( CDC, 2019 ). His wife entered into his bedroom, “Honey, please quit itching. You’re just going to make it worse.” She reached for his forehead, it felt warm.

Extremely irritated by her suggestion, Brian tried to keep his response low, but raised his voice at her ( CDC, 2019 ). “Don’t tell me what to do! I am a grown man! And stop coming in here to turn my light on. It’s so bright and hurts my eyes!” Shocked, his wife turned down the light and left the room, giving him time to rest.

Several more days passed. As he laid in bed, Brian began to lose feeling in his hand. He glanced down at it, noticing that it was twitching ( CDC, 2019 ). He looked up at the bedroom doorway. “Where am I?” He thought. “My mouth is so full of spit and I can hardly swallow because my throat feels so tight. Almost like its spasming.” He got out of bed and walked toward the hallway to splash his face with water. While he walked through the hallway, he noticed a creepy figure standing above him. Thinking that he may be hallucinating, Brian called to his wife. “Sweetie, please call 911.”

Part I Questions

• What are Brian’s signs and symptoms? (Answer based on case study)
• Brian was brought to the hospital after his wife called him an ambulance. Based on his symptoms, what do you think he will be diagnosed with? What diagnostic tests do you think physicians will use to achieve this diagnosis? (Answer based on case study and requires primary literature search)

After being taken to the hospital, Brian was diagnosed with rabies virus. Rabies virus enters peripheral nerves directly, and then can migrate to the central nervous system and up to the brain ( Rupprecht, 1996 ). One mechanism of entry into the peripheral nerves is through the neuromuscular junction ( Rupprecht, 1996 ). Once symptoms begin to appear, both general symptoms of fever or fatigue and neurological symptoms like hydrophobia, the disease cannot be reversed or cured ( Rupprecht, 1996 ). If the rabies vaccine is administered before the onset of symptoms, it can generally prevent or destroy the disease and the inevitable death that follows ( Long et al., 2020 ). Since Brian has already developed neurological symptoms, it is unlikely that the current rabies vaccine will be able to cure him ( Long et al., 2020 ).

The efficacy of the vaccine is reliant upon a permeable blood brain barrier (BBB) to allow immune cells to reach the virus in the brain and destroy it ( Kandel et al., 2013 ; Long et al., 2020 ). A study looked at the role of the phosphoprotein gene of the rabies virus on the permeability of the BBB ( Long et al., 2020 ). The study inoculated mice with either a wild-type (GD-SH-01), an attenuated rabies virus (HEP-Flury), or a chimeric virus that had the phosphoprotein gene of the wild-type inserted into the genome of the attenuated version (rHEP-SH-P). The rHEP-SH-P phosphoprotein gene is silenced by the placement in the attenuated genome. GD-SH-01 generally produced mild inflammation with eventual complete breakdown of the BBB, while the HEP-Flury produces high inflammation, but a more transiently permeable BBB. Figure 1 shows the data on BBB permeability (modified from Figure 1 in Long et al., 2020 ).

Part II Questions

• Is the rabies spread by hematogenous spread or neural spread? (Answer based on neurovirology module)
• Does the phosphoprotein cause a relative increase or decrease in BBB permeability? Use Figure 1 to explain your answer. (Answer based on case study)
• Would the incorporation of a phosphoprotein antagonist improve vaccine efficacy in the attenuated virus? Use Figure 1 to explain your answer. (Answer based on case study and neurovirology module)
• Centers for Disease Control and Prevention. Rabies. 2019. Available at https://www.cdc.gov/rabies/symptoms/index.html .
• Kandel ER, Schwartz JH, Jessell TM, Siegelbaum SA, Hudspeth AJ. Principles of Neural Science. 5th Ed. New York: McGraw Hill Medical; 2013. [ Google Scholar ]
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APPENDIX 4. STUDENT-CREATED CASE STUDY- ENTEROVIRUS 71

Instructor note: This case was written by Dianna M. Bindelli and Shannon A.M. Kafura, undergraduate students in Neuroscience 4100, Spring 2020 semester, Carthage College. In-text citation and references are in blue font. The answer key version of this case is available via request to [email protected] . The corresponding author (DRCS) has edited the case for formatting and clarity and has indicated if each answer is supported by the case study the neurovirology module, previous course content, and/or the primary literature in blue font.

It was the summer of 1998 in China when Finley Chang, a 10-year-old boy, went to the orthodontist to get his braces. It was mid-July, so Finley was extremely warm on his way to the orthodontist, also he was nervous. His mom, Mrs. Chang waited for him in the waiting room and was delighted to see her little boy growing up with his new braces.

The orthodontist, Dr. Wung had noticed that Finley was visibly sweating. He asked Finley if he was feeling fine. Finley said, “just nervous”. Dr. Wung had informed Mrs. Chang that the braces were all in place and his mouth had looked good! He warned that he may have pain in his mouth for a few days while adjusting to the braces.

One morning he woke up and he complained of a stomachache. He decided that he must just be hungry and proceeded to go downstairs for breakfast. On his way down the stairs, he began to feel woozy. He felt like the room was spinning, so he hurried down the stairs to sit down.

His mom had made pancakes and had orange juice for him.

“Good morning! What’s the rush? How did you sleep?” asked his mom.

“Fine.” responded Finley.

Mrs. Chang knew something was wrong when Finley did not dive into his sugary pancakes and was sitting there with his eyes closed.

Finley really did not feel like eating. He did not want to tell his mom about his stomachache. So, he decided to stick with the juice for now. After a couple sips of juice, he got a sour face.

“What happened?” asked his mom.

Finley began to feel the inside of his mouth and responded, “I have weird cuts in my mouth”. His mom looked and saw cuts on his gums and mouth and thought it may be from the braces ( Huang et al., 1999 ). However, it has been over a month since he had them, so she decided to call the orthodontist and have the alignment checked out.

While Finley was getting ready to leave for the orthodontist, he began vomiting. Mrs. Chang thought he had the flu bug and canceled the appointment, for now.

The next morning Mrs. Chang thought Finley would be better. However, Finley woke up with sweating and vomiting, and with even more sores in his mouth ( Huang et al., 1999 ). He sat up in bed and felt even more dizzy than yesterday and had to lie down. Mrs. Chang felt his head and thought his fever was even higher ( Huang et al., 1999 ). At this point she decided to take Finley to the pediatrician.

Dr. Hu looked at Finley’s mouth sores and brought him some water. She decided to run a few tests. She set up Finley with some anti-nausea medication and ordered an IV. In the meantime, she was analyzing the tests she ran.

• What are Finley’s signs and symptoms? (Answer based on case study)
• What tests would you run based on Finley’s signs and symptoms? Hypothesize the expected results. (Answer based on neurovirology module and previous course content)

Three days after coming back from the doctor, Finley’s mother went into his room to see if he wanted dinner. “Finley, time to eat.” He was waking up from a nap. “Finley, are you okay?” she asked, concerned. “I don’t feel so good, mom,” mumbled Finley, slurring his words. She helped him sit up and felt his forehead to see if fever had returned.

“Well, you don’t seem to have a fever again. Let’s try and eat some food, maybe that will help.” She then helped him get out of bed and into the kitchen.

When Finley was eating, he kept dropping food because his hands were shaking, and he had extreme difficulty bringing his chopsticks to his mouth. He kept accidently hitting his nose or chin. “Finley, do you want me to help you?” asked his mom. When he answered, she noticed that he also couldn’t focus straight on her and instead his eyes would bounce away ( Huang et al., 1999 ; Bae et al., 2013 ; Kandel et al., 2013 ; Jain et al., 2014 ; Cook-Snyder, 2020c ). Finley’s mother knew something was wrong and brought him to the emergency room.

The ER doctor walked into the room, “Hello, my name is Dr. Chen, and you must be Finley. Can you tell me what is going on?” Finley told her, “My arms don’t seem to be working right and I don’t feel very good,” again slurring his words ( Kandel et al., 2013 ; Cook-Snyder, 2020c ).

“Okay, and according to your chart, you’ve been sick recently?” asked Dr. Chen. “Yes, he was just at the doctor three days ago and the pediatrician diagnosed him with Hand, Foot, and Mouth Disease,” replied Finley’s mother ( Rhoades et al., 2011 ; Chen, et al., 2020 ).

“I see. His blood work also shows that Finley had viremia, specifically Enterovirus 71 (EV71). Enterovirus 71 is known to cause Hand, Foot and Mouth Disease, so this is making more sense. Finley also has increased amounts of lymphocytes and monocytes in his blood. Well, before I can make a diagnosis, I would like to take an MRI.” Dr. Chen said ( Rhoades et al., 2011 ; Chen et al., 2020 ; Racaniello, 2020a ). Finley’s expected MRI results are shown in Figure 1 (modified from Figure 2A in Shen et al., 1999 ; and Figure 1B in Huang et al., 1999 ).

“Based on the expected MRI results and the viremia, it looks like Finley has rhombencephalitis. This is a pretty serious diagnosis. He’s lucky that you brought him in,” said Dr. Chen. “I’d like to admit him to the hospital for care.” She discussed the treatment plan with Finley’s mom and left the room ( Huang et al., 1999 ; Chen et al., 2007 ; Jubelt et al., 2011 ; Jain et al., 2014 ; Chen et al., 2019 ).

Dr. Chen recommended a treatment called Ribavirin, an antiviral treatment. She presented the data in Figure 2 (modified from Figure 1B in Li et al., 2008 ) and Figure 3 (modified from Figure 3B in Zhang et al., 2012 ).

• What are Finley’s new signs and symptoms? (Answer based on case study and previous course content).
• Looking at Figure 1 , what brain regions are marked by the arrows? Use full neuroanatomical descriptions to explain your answer. (Answer based on previous course content).
• Could damage to these brain areas cause the signs and symptoms seen in Finley? (Answer based on previous course content).
• Hypothesize how Finley may have developed rhombencephalitis. In other words, propose a possible mechanism of pathogenesis for how the virus infected the CNS. (Answer based on neurovirology module).
• Using Figure 2 and ​ and3, 3 , would Ribavirin be an effective treatment? Depending on your answer, either explain a possible mechanism of action for Ribavirin or possible solutions to make the drug effective. (Answer based on case study).
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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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• Center for Innovative Teaching and Learning
• Instructional Guide

Case Studies

Case studies can be used to help students understand simple and complex issues. They typically are presented to the students as a situation or scenario which is guided by questions such as “What would you do in this situation?” or “How would you solve this problem?” Successful case studies focus on problem situations relevant to course content and which are relevant “both to the interests and experience level of learners” (Illinois Online Network, 2007).

Case studies can be simple problems where students “work out” a solution to more complex scenarios which require role playing and elaborate planning. Case studies typically involve teams although cases can be undertaken individually. Because case studies often are proposed to not have “one right answer” (Kowalski, Weaver, Henson, 1998, p. 4), some students may be challenged to think alternatively than their peers. However, when properly planned, case studies can effectively engage students in problem solving and deriving creative solutions.

The Penn State University’s Teaching and Learning with Technology unit suggests the following elements when planning case studies for use in the classroom.

Case studies actively involve students as they work on issues found in “real-life” situations and, with careful planning, can be used in all academic disciplines.

• Real-World Scenario. Cases are generally based on real world situations, although some facts may be changed to simplify the scenario or “protect the innocent.”
• Supporting Data and Documents. Effective case assignments typically provide real world situations for student to analyze. These can be simple data tables, links to URLs, quoted statements or testimony, supporting documents, images, video, audio, or any appropriate material.
• Open-Ended Problem. Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed team action plan, proposal or decision. (Penn State University, 2006, para. 2).

Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions.

Instructor Tasks

To help you get started using case studies in the classroom, a number of tasks should be considered. Following this list are tasks to help you prepare students as they participate in the case study.

• Identify a topic that is based on real-world situations
• Develop the case that will challenge students’ current knowledge of the topic
• Link the case to one (or more) of the course goals or objectives
• Provide students with case study basic information before asking them to work on the case
• Prepare necessary data, information, that will help students come up with a solution
• Discuss how this case would relate to real life and career situations
• Place students in teams in which participants have differing views and opinions to better challenge them in discussing possible solutions to the case
• Review team dynamics with the students (prepare an outline of team rules and roles)
• Inform students that they are to find a solution to the case based on their personal experiences, the knowledge gained in class, and challenge one another to solve the problem

Student Tasks

• Determine team member roles and identify a strategic plan to solve the case
• Brainstorm and prepare questions to further explore the case
• Read and critically analyze any data provided by the instructor, discuss the facts related to the case, identify and discuss the relationship of further problems within the case
• Listen to and be open to viewpoints expressed by each member of the team
• Assess, refine, and condense solutions that are presented
• Prepare findings as required by the instructor

Case studies provide students with scenarios in which they can begin to think about their understanding and solutions to problems found in real-world situations. When carefully planned, case studies will challenge students’ critical thinking and problem solving skills in a safe and open learning environment. Case studies can help students analyze and find solutions to complex problems with foresight and confidence.

Illinois Online Network (2007). ION research: Case studies. https://www.ion.uillinois.edu/resources/casestudies/

Kowalski, T. J., Weaver, R. A., & Henson, K. T. (1998). Case studies of beginning teachers. New York, NY: Longman.

Penn State University (2006). Office of Teaching and Learning with Technology. Using cases in teaching. http://tlt.its.psu.edu/suggestions/cases/casewhat.html

Selected Resources

Study Guides and Strategies (2007). Case studies. https://www.studygs.net/casestudy.htm

Suggested citation

Northern Illinois University Center for Innovative Teaching and Learning. (2012). Case studies. In Instructional guide for university faculty and teaching assistants. Retrieved from https://www.niu.edu/citl/resources/guides/instructional-guide

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• Criminal Justice Reponse: Scope
• Investigative & Prosecutorial Approaches
• Different Relevant Actors & Their Roles
• Testimonial Evidence
• Financial Investigations
• Non-Governmental Organizations
• ‘Outside the Box’ Methodologies
• Intra- and Inter-Agency Coordination
• Admissibility of Evidence
• International Cooperation
• Exchange of Information
• Non-Criminal Law Relevant to Smuggling of Migrants
• Administrative Approach
• Complementary Activities & Role of Non-criminal Justice Actors
• Macro-Perspective in Addressing Smuggling of Migrants
• Human Security
• International Aid and Cooperation
• Migration & Migrant Smuggling
• Mixed Migration Flows
• Social Politics of Migrant Smuggling
• Vulnerability
• Profile of Smugglers
• Role of Organized Criminal Groups
• Humanitarianism, Security and Migrant Smuggling
• Crime of Trafficking in Persons
• The Issue of Consent
• The Purpose of Exploitation
• The abuse of a position of vulnerability
• Indicators of Trafficking in Persons
• Distinction between Trafficking in Persons and Other Crimes
• Misconceptions Regarding Trafficking in Persons
• Root Causes
• Supply Side Prevention Strategies
• Demand Side Prevention Strategies
• Role of the Media
• Safe Migration Channels
• Crime Prevention Strategies
• Monitoring, Evaluating & Reporting on Effectiveness of Prevention
• Trafficked Persons as Victims
• Protection under the Protocol against Trafficking in Persons
• Broader International Framework
• State Responsibility for Trafficking in Persons
• Identification of Victims
• Principle of Non-Criminalization of Victims
• Criminal Justice Duties Imposed on States
• Role of the Criminal Justice System
• Current Low Levels of Prosecutions and Convictions
• Challenges to an Effective Criminal Justice Response
• Rights of Victims to Justice and Protection
• Potential Strategies to “Turn the Tide”
• State Cooperation with Civil Society
• Civil Society Actors
• The Private Sector
• Comparing SOM and TIP
• Differences and Commonalities
• Vulnerability and Continuum between SOM & TIP
• Labour Exploitation
• Forced Marriage
• Other Examples
• Children on the Move
• Protecting Smuggled and Trafficked Children
• Protection in Practice
• Children Alleged as Having Committed Smuggling or Trafficking Offences
• Basic Terms - Gender and Gender Stereotypes
• International Legal Frameworks and Definitions of TIP and SOM
• Global Overview on TIP and SOM
• Gender and Migration
• Key Debates in the Scholarship on TIP and SOM
• Gender and TIP and SOM Offenders
• Responses to TIP and SOM
• Use of Technology to Facilitate TIP and SOM
• Technology Facilitating Trafficking in Persons
• Technology in Smuggling of Migrants
• Using Technology to Prevent and Combat TIP and SOM
• Privacy and Data Concerns
• Emerging Trends
• Demand and Consumption
• Supply and Demand
• Implications of Wildlife Trafficking
• Legal and Illegal Markets
• Perpetrators and their Networks
• Locations and Activities relating to Wildlife Trafficking
• Environmental Protection & Conservation
• CITES & the International Trade in Endangered Species
• Organized Crime & Corruption
• Animal Welfare
• Criminal Justice Actors and Agencies
• Criminalization of Wildlife Trafficking
• Challenges for Law Enforcement
• Investigation Measures and Detection Methods
• Prosecution and Judiciary
• Wild Flora as the Target of Illegal Trafficking
• Purposes for which Wild Flora is Illegally Targeted
• How is it Done and Who is Involved?
• Consequences of Harms to Wild Flora
• Terminology
• Background: Communities and conservation: A history of disenfranchisement
• Incentives for communities to get involved in illegal wildlife trafficking: the cost of conservation
• Incentives to participate in illegal wildlife, logging and fishing economies
• International and regional responses that fight wildlife trafficking while supporting IPLCs
• Mechanisms for incentivizing community conservation and reducing wildlife trafficking
• Critiques of community engagement
• Other challenges posed by wildlife trafficking that affect local populations
• Global Podcast Series
• Apr. 2021: Call for Expressions of Interest: Online training for academics from francophone Africa
• Feb. 2021: Series of Seminars for Universities of Central Asia
• Dec. 2020: UNODC and TISS Conference on Access to Justice to End Violence
• Nov. 2020: Expert Workshop for University Lecturers and Trainers from the Commonwealth of Independent States
• Oct. 2020: E4J Webinar Series: Youth Empowerment through Education for Justice
• Interview: How to use E4J's tool in teaching on TIP and SOM
• E4J-Open University Online Training-of-Trainers Course
• Teaching Integrity and Ethics Modules: Survey Results
• Grants Programmes
• E4J MUN Resource Guide
• Library of Resources

Module 3: Access to Legal Aid in Criminal Proceedings

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E4J University Module Series: Crime Prevention and Criminal Justice

Introduction and learning outcomes.

• Topic 1.  Introduction to the international standards and norms
• Topic 2.  Identifying the need for legal aid, and the benefits and costs of legal aid
• Topic 3.  Key components of the right of access to legal aid
• Topic 4.  Access to legal aid for those with specific needs
• Topic 5.  Models for governing, administering and funding legal aid
• Topic 6.  Models for delivering legal aid services
• Topic 7.  Roles and responsibilities of legal aid providers, and other criminal justice officials
• Topic 8.  Quality assurance and legal aid services

Case studies

Possible class structure, core reading, advanced reading, student assessment, additional teaching tools, guidelines to develop a stand-alone course.

• First published in January 2019

  This module is a resource for lecturers  

The case studies in this section are designed to provide students with an opportunity to evaluate access to legal aid in practice, and to constructively assess strategies for improving access to legal aid in different jurisdictions. Discussion questions relating to these case studies are presented in the Exercises section.

Pre-Class Case Study

A few weeks ago, you were visiting a friend in another part of town. About five minutes after you left your friend's house, you were stopped in the street by a police officer, arrested and taken to a police station. The police told you that you had been identified by a woman who told them that you had assaulted her about 30 minutes before you were stopped by the police officer. At that time, you had been with your friend, but when you tried to explain this to the police, they were not interested. You are now being prosecuted for assault and have to attend court next week.

The questions related to this pre-class case study are mentioned in the Exercises section.

In-Class Case Study of "Sami"

Sami is a girl aged 14 years. She grew up in a poor district of the capital city, but when she was 13 she was snatched from the street by a criminal gang and taken to a town in another part of the country. She does not speak the language used in that part of the country and does not really have a very clear idea of where it is in relation to the city that she came from. Several girls and boys are kept by the gang, and every day they are sent out to steal. They are often watched by a member of the gang, and severely punished if they are seen trying to talk to anyone, or seen to go outside of the area of the town that they are told to operate in. Sami has been beaten on several occasions and is often threatened with violence by gang members. Sometimes, she is made to have sex with men.

One day she was caught by the person she tried to steal from, who called the police. She was taken to the police station.

The questions related to this in-class case study are mentioned in the Exercises section.

Additional Case Study 

A 25-year-old man is arrested and detained by police officers on suspicion that he has stolen a car. He was identified by a neighbour of the owner of the car, who says he went to the same school as him, and who reported it to the police. The police take the man to the local police station, where they intend to interrogate him about the suspected offence.

Having regard to the law and practice in your jurisdiction:

(1) Assess whether -

(a) he has a right to a lawyer and, if so, at what point in the process that right applies

(b) he is likely, in practice, to have a lawyer and, if so, at what point in the process, and

(c) he is eligible for the lawyer to be paid under legal aid whilst he is held at the police station.

(2) Assume that the man is prosecuted for theft of the car. Assess whether -

(a) he has a right to a lawyer for the trial

(b) he is likely, in practice, to have a lawyer, and

(c) he is eligible for the lawyer to be paid under legal aid for the court proceedings.

Next: Possible class structure

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Suspected of Committing an Academic Offence?

You have received a letter from the Academic Integrity Office, or your Instructor, or Chair, alleging that you have committed an academic offence in a course and inviting you in to meet.

What is this meeting about?

• This is an investigation to determine whether an offence has been committed.
• It is in response to an allegation of an academic offence that has been made against you by your Instructor. The details of what is alleged, is contained in your initial allegation letter. 

What should I do?

• If you have not already, meet with your instructor to discuss the case.
• Book your meeting with the Dean’s Designate as soon as possible.
• Get good advice (see below).

I’m nervous. Where can I get advice?

• Academic Advising – bring them all materials relevant to the case
• Downtown Legal Services – free legal advice for U of T students
• Scarborough Campus Students’ Union (SCSU)
• If you are experiencing significant stress because of this, please visit UTSC Health and Wellness
• If you are an international student, visit the International Student Centre (ISC)
• If you are an AccessAbility student, please visit your consultant right away

What can I expect at this meeting?

• You will be asked whether you received a letter informing you of the allegation, and a copy of the Code of Behaviour on Academic Matters.
• You may be accompanied by counsel (friend, lawyer, support person, family).
• The Dean’s Designate will point out the sections of the Code relevant to your case, and the range of sanctions available if you admit to the offence.
• You will be shown evidence, and informed of details supporting the allegation.
• You will have the opportunity to offer an explanation, and may be asked questions for clarification.

If the Dean’s Designate is satisfied than an offence was committed, you will be asked to admit to the offence.

What happens if I admit to the offence?

• You will be asked if you wish to make a statement in the mitigation. This can refer to your personal situation, or anything you wish to be taken into consideration when determining the sanction.
• You will not be told at the meeting what the sanction will be. You will receive a letter after the meeting informing you of the sanction.
• Your instructor will be asked, via the letter, to amend your grades according to the sanction.
• You may not withdraw from the course to avoid a sanction.

What happens if I do not admit to the offence?

• Your case will be sent to the Vice-Provost and the Dean’s Designate will ask that a charge be laid.
• You will receive a letter from the Vice-Provost informing you of the charge(s). You should get legal advice.

Is an allegation ever dismissed?

• If, after careful examination of the evidence, the Dean’s Designate believes that an offence was not committed, you will receive a letter informing you that the charge has been dismissed. You may be warned in the letter about behaviour which brought you under suspicion.

How can I move on from this?

• Visit Academic Advising in order to plan the rest of your academic career, and avoid the pitfalls that may have contributed to this.
• Make use of other UTSC resources such as the English Language Development Centre, the Writing Centre, and Health and Wellness, where appropriate.

How can I ensure that I do not do this in the first place?

• Attend an Academic Integrity Matters (AIM) workshop. Workshops occur at the beginning of each semester.
• Visit Academic Advising in order to work on your study skills, time management and motivation.
• Visit the Writing Centre and/or the Library in order to ensure you do not plagiarize.
• Speak to your Instructor about concerns you have around completing your coursework.

For more information:

• UTSC Academic Integrity Office
• Code of Behaviour on Academic Matters
• Academic Integrity at U of T