qualitative research history

Historical Overview of Qualitative Research in the Social Sciences

Qualitative research does not represent a monolithic, agreed-on approach to research but is a vibrant and contested field with many contradictions and different perspectives. To respect the multivoicedness of qualitative research, this chapter will approach its history in the plural—as a variety of histories. The chapter will work polyvocally and focus on six histories of qualitative research, which are sometimes overlapping, sometimes in conflict, and sometimes even incommensurable. They can be considered articulations of different discourses about the history of the field, which compete for researchers’ attention. The six histories are: (a) the conceptual history of qualitative research, (b) the internal history of qualitative research, (c) the marginalizing history of qualitative research, (d) the repressed history of qualitative research, (e) the social history of qualitative research, and (f) the technological history of qualitative research.

• Related Documents

Qualitative research does not represent a monolithic, agreed-upon approach to research but is a vibrant and contested field with many contradictions and different perspectives. In order to respect the multivoicedness of qualitative research, we will approach its history in the plural—as a variety of histories. We will work polyvocally and focus on six histories of qualitative research, which are sometimes overlapping, sometimes in conflict, and sometimes even incommensurable. They can be considered as articulations of different discourses about the history of the field, which compete for researchers’ attention. The six histories are: (1) the conceptual history of qualitative research, (2) the internal history of qualitative research, (3) the marginalizing history of qualitative research, (4) the repressed history of qualitative research, (5) the social history of qualitative research, and (6) the technological history of qualitative research.

Alex Grant and the Big Ditch

The technological history of the building of the Welland ship canal (1913-1932) is well recorded with photographs, documents, maps and plans in various archives. On the other hand, the social history of this saga is harder for the reader to discover because the engineers, contractors, and labourers have left little trace of their experiences “on the ground.” Fortunately, a diary kept by the engineer in charge, Alexander J. Grant, has come to life. Covering the longest period of construction, it chronicles the day-to-day problems of a hard-working, intelligent professional -- but also offers glimpses into the emotional and social life of the man. It will be a valuable source for a future biographer of this remarkable engineer.

Ethnography

Ethnography (Understanding Qualitative Research) provides a comprehensive guide to understanding, conceptualizing, and critically assessing ethnographic research and its resultant texts. Through a series of discussions and illustrations, utilizing both classic and contemporary examples, the book highlights distinct features of ethnography as both a research methodology and a writing tradition. It emphasizes the importance of training—including familiarity with culture as an anthropologically derived concept and critical awareness of the history of ethnography. To this end, it introduces the notion of ethnographic comportment, which serves as a standard for engaging and gauging ethnography. Indeed, ethnographic comportment issues from a familiarity with ethnography’s problematic past and inspires a disposition of accountability for one’s role in advancing ethnographic practices. Following an introductory chapter outlining the emergence and character of ethnography as a professionalized field, subsequent chapters conceptualize ethnographic research design, consider the practices of representing research methodologies, discuss the crafting of accurate and evocative ethnographic texts, and explain the different ways in which research and writing gets evaluated. While foregrounding interpretive and literary qualities that have gained prominence since the late twentieth century, the book properly situates ethnography at the nexus of the social sciences and the humanities. Ethnography (Understanding Qualitative Research) presents novice ethnographers with clear examples and illustrations of how to go about conducting, analyzing, and representing their research; its primary purpose, however, is to introduce readers to effective practices for understanding and evaluating the quality of ethnography.

The Two Faces of Contingency

The work of Pierre Rosanvallon is discussed here from the perspective of the conceptual history of “politics” (La Politique) and of “the political” (La Politique). In Rosanvallon's early work in the second half of the 1970s, there is a marked defence of the autonomy of politics, as a manifestation of contingency, against the language of “society,” then dominant in the social sciences and philosophy. Since the 1980s, Le Politique become a fashionable concept in French political thought, a phenomenon brought about by the reception of both Schmitt and Heidegger, in opposition to mere la politique. Although Rosanvallon can partly be linked to this fashion, he differs from his more philosophical colleagues in two respects: his concept of the political is more historically informed and he refrains from showing contempt for the activity of politics.

Accounting for discovery

The paper presents an analysis of genetic scientists’ accounts of a 1992 scientific breakthrough. Members of the research team were interviewed in the course of a wider study of the history of the discovery and its implications for clinical practice. The isolation of the genetic basis for myotonic dystrophy was an important milestone in the development of contemporary genetic medicine and a significant event in the lives and careers of the scientists involved. Despite the significance of some key publications on scientists’ discovery accounts, the paper argues that there has been a neglect of scientists’ narratives and accounting practices, despite the increased visibility of narrative analysis in the social sciences, the increasing sophistication of qualitative research methods, and the expansion of qualitative research on scientific work and practice. The paper outlines a number of themes in the scientists’ autobiographical work and their methods in recounting the discovery.

Towards a reflexive intelligence of emerging sociology in France around 1900 (Tome 142, 7e Série, n°3-4, (2021))

Abstract Recent years have seen a proliferation of publications reconsidering the emergence of sociology in France. The present review discusses and compares three of these works: S. Mosbah-Natanson’s bibliometric study on the fashion of sociology around 1900 (2017a); Th. Hirsch’s history of the idea of social time from the Durkheimians to Les Annales (2016a); and M. Joly’s enquiry into a purported sociological revolution in France and Germany at around the same time (2017a). Pushing respectively for a sociological, a historical and an epistemological history of sociology, they represent three distinct ways of renewing the historiography of the social sciences. The article argues that qualities and limitations of these works alike suggest two challenges for the history of sociology: (1) integrating sociological, historical and epistemological competences in a comprehensive intelligence of sociological texts; and (2) accounting for the reflexivity involved in a social history of the social sciences.

ERRATUM. The brief notice which appears in vol. 10, no. 3 (p. 491) should be headed CHRISTOPHER HOOKWAY and PHILIP PETTIT (eds.), Action & interpretation: Studies in the philosophy of the social sciences. Cambridge University Press, 1980. Paperback.The notice for the Klar et al. book is as follows: Contains a number of good short studies, including, of special interest here, a valuable and cogent paper, “How languages die: A social history of unstable bilingualism among the Eastern Porno” by S. McLendon, 137–50. Language in Society regrets the error.

Politics and the urban process: the case of Philadelphia, 1800–54

History is a discipline in a state of perpetual crisis. Thus, in 1970, Arthur Marwick explained much of the controversy over historians' use of social science methods and theories in the latest incarnation of a social history which emerged after the Second World War. History's flirtations with the social sciences are recurrent. So are its crises. In the 1980s, Marwick's view of cyclical crises in history has been borne out. The use in history of ‘illuminating’ social science methods and concepts is now widely accepted. A spirit of tolerance, respect and professional courtesy has replaced the outward hostility which until recently characterized exchanges between the so-called ‘traditional’ and new social historians respectively.

Mead, Dewey, and Their Influence in the Social Sciences

This chapter traces novel aspects of the relationship between George Herbert Mead and John Dewey. It identifies major aspects of Dewey’s reception in and engagement with the social sciences. Dewey’s influence in the social sciences is closely connected with Mead, both in the sense that Dewey’s ideas relevant to the social sciences have been developed in substantial collaboration with Mead and in the sense that Dewey has been interpreted by later social scientists primarily through Mead’s work and the work of Mead’s students and colleagues. Dewey and Mead worked to develop functional and later social psychology, social reform efforts, educational theory, the social history of thought, and other aspects of pragmatist philosophy. Dewey also had moderate influence on the sociologists and anthropologists at Columbia, institutional economists at Chicago and elsewhere, and later European social theorists, and his publications and correspondence about Mead after the latter’s death influenced Mead’s own legacy.

Qualitative Research and Speech-Language Pathology

As an analytic paradigm, qualitative research offers much to clinical speech-language pathology. This paradigm has a long history of use in the social sciences, and it is well suited to address the complex issues of speech, language, and communication. As an introduction to this forum on qualitative research, this article provides an operational definition of qualitative research, discusses the primary distinguishing traits of this research paradigm, and describes six viable traditions of inquiry for our application. Additionally, numerous qualitative studies within our field are considered, and five potential reasons for the increased use of qualitative research studies in our discipline are discussed.

Export Citation Format

Share document.

• Technical Support
• Find My Rep

You are here

The SAGE Handbook of Qualitative Research

• Norman K. Denzin - University of Illinois, Urbana - Champaign, USA
• Yvonna S. Lincoln - Texas A&M University, USA
• Description

See what’s new to this edition by selecting the Features tab on this page. Should you need additional information or have questions regarding the HEOA information provided for this title, including what is new to this edition, please email [email protected] . Please include your name, contact information, and the name of the title for which you would like more information. For information on the HEOA, please go to http://ed.gov/policy/highered/leg/hea08/index.html .

For assistance with your order: Please email us at [email protected] or connect with your SAGE representative.

SAGE 2455 Teller Road Thousand Oaks, CA 91320 www.sagepub.com

• New contributors offer 19 completely new chapter topics , including indigenous methodologies, methodologies in an age of new technologies, queer/quare theory, ethnodrama, data and its problematics, triangulation, collaborative inquiry, digital ethnography, the global audit culture, and much more.
• Substantial revisions from returning authors provide reinvigorated content resulting in very different chapters.
• Content on a wide range of key topics, diverse perspectives, and current controversies derived from members of an international and interdisciplinary editorial board ensure the timeliest revision.
• Six classic chapters cover topics from paradigmatic controversies, contradictions, and emerging confluences, to performance ethnography, writing as a method of inquiry, strategies for composition, and creating narratives and research reports.
• Contributions from well-known international scholars allow readers to study the differences in approach among European, Australian, and American practitioners and theoreticians, as well as to hear the voices of non-Western authors.
• Coverage of state-of-the-art t opics include critical social science, critical pedagogy, mixed methods, narrative inquiry, qualitative research and technology, online ethnography, oral history, human rights, disability communities, queer theory, and performance ethnography.
• Discussions on a wide range of methods expand the reader's repertoire of methodologies, enlarging the range of data that can be brought to bear on social and educational issues. 

Sample Materials & Chapters

Select a purchasing option.

Shipped Options:

BUNDLE: Denzin: The SAGE Handbook of Qualitative Research 5E + Plano Clark: Mixed Methods Research

Related Products

A Brief History of Qualitative Research

• First Online: 29 September 2022

Cite this chapter

• Robert E. White   ORCID: orcid.org/0000-0002-8045-164X 3 &
• Karyn Cooper 4  

1529 Accesses

As so often happens with matters of research, it is generally thought that quantitative research is the father of modern qualitative research. At face value, this may be true, but the reality is much more convoluted. In order to gain a perspective on the beginnings of qualitative research, we must return to Ancient Greece.

The question of understanding the other and understanding oneself by understanding the other, that is the goal of what is now called qualitative research. Stephen Kemmis, Charles Sturt University

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

• Available as PDF
• Read on any device
• Instant download
• Own it forever
• Available as EPUB and PDF
• Compact, lightweight edition
• Dispatched in 3 to 5 business days
• Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Anagnostopoulos, G. (2013). Aristotle’s life. In G. Anagnostopoulos (Ed.), A companion to Aristotle (pp. 1–13). Wiley-Blackwell.

Google Scholar  

Aveling, E.-L., Gillespie, A., & Cornish, F. (2015). A qualitative method for analyzing multivoicedness. Qualitative Research, 15 (6), 670–687.

Article   Google Scholar  

Barnes, J. (1995). Life and work. In J. Barnes (Ed.), The Cambridge companion to Aristotle (pp. 12–26). Cambridge University Press.

Beilharz, P. (2000). Zygmunt Bauman: The dialectic of modernity . Sage.

Book   Google Scholar  

Brinkmann, S., Jacobsen, M. H., & Kristiansen, S. (2014). Historical overview of qualitative research in the social sciences. In P. Leavy (Ed.), The Oxford handbook of qualitative research (pp. 17–42). Oxford University Press.

Brumbaugh, R. S. (1991). Plato for the modern age . University Press of America.

Camus, A. (1955). The myth of Sisyphus (Trans. J. O’Brien). Alfred A. Knopf.

Carroll, L. (1865/2018). Alice’s adventures in wonderland . Wisehouse Classics.

Clifford, J. (1988). The predicament of culture: Twentieth-century ethnography, literature, and art . Harvard University Press.

Clifford, J. (1997). Routes: Travel and translation in the late twentieth century. Harvard University Press.

Cooper, J. M., & Hutchinson, D. S. (1997). Introduction. In J. M. Cooper & D. S. Hutchinson (Eds.), Plato: Complete works (pp. vii–xxvi). Hackett Publishing.

Cooper, K., & White, R. E. (2012). Qualitative research in the postmodern era: Contexts of qualitative research . Springer.

Crichton, M. (2009). State of fear . Harper Collins.

Denzin, N. K. (2008). Evolution of qualitative research. In L. M. Given (Ed.), The SAGE encyclopedia of qualitative research methods (pp. 311–318). Sage.

Denzin, N. K., & Lincoln, Y. S. (2005). Introduction: The discipline and practice of qualitative research. In N. K. Denzin & Y. S. Lincoln (Eds.), The Sage handbook of qualitative research (3rd ed., pp. 1–32). Sage.

Denzin, N. K., & Lincoln, Y. S. (2008). Introduction: The discipline and practice of qualitative research. In N. K. Denzin & Y. S. Lincoln (Eds.), Collecting and interpreting qualitative materials (3rd ed., pp. 1–44). Sage.

Derrida, J. (1976). Of grammatology (Trans. G. C. Spivak). Johns Hopkins University Press.

Durant, W. (2006). The story of philosophy . Simon & Schuster.

Geertz, C. (1973). The interpretation of cultures: Selected essays . Basic Books.

Geertz, C. (1983). Local knowledge: Further essays in interpretive anthropology . Basic Books.

Gilbert, H., & Tompkins, J. (1996). Post-colonial drama: Theory, practice, politics . Routledge.

Grodecki, L. (1991). Gothic architecture . Rizzoli.

Jori, A. (2003). Aristotele . Bruno Mondadori Editore.

Kahn, C. H. (1998). Plato and the Socratic dialogue: The philosophical use of a literary form . Cambridge University Press.

Kofman, S. (1998). Socrates: Fictions of a philosopher . Cornell University Press.

Kraut, R. (2013). Plato. In E. N. Zalta (Ed.), The Stanford encyclopedia of philosophy . Stanford University Press.

Magee, B. (2016). The story of philosophy. A concise introduction to the world’s greatest thinkers and their ideas . Dorling Kindersley Books.

Mead, M. (1928). Coming of age in Samoa . Williams Morrow & Company.

Neill, A., & Ridley, A. (1995). Philosophy of art: Readings ancient and modern . McGraw-Hill.

Orans, M. (1996). Not even wrong: Margaret Mead, Derek Freeman and the Samoans . Chandler & Sharp.

Pastoureau, M. (2001). Blue: The history of a color . Princeton University Press.

Rivet, F. (2014). In the footsteps of Abraham Ulrikab: The events of 1880–1881 . Polar Horizons.

Rosaldo, R. (1989). Culture and truth: The remaking of social analysis . Beacon Press.

Russell, B. (1972). A history of western philosophy . Simon & Schuster.

Sartre, J.-P. (1946). Existentialism is a humanism . Methuen.

Seale, C. (2004). History of qualitative methods. In C. Seale (Ed.), Researching society and culture (2nd ed., pp. 99–113). Sage.

Sharp, J. (2008). Geographies of postcolonialism . Sage.

Tomkiss, F. (2004). History of social statistics and the social survey. In C. Seale (Ed.), Researching society and culture (2nd ed., pp. 85–99). Sage.

Vidich, A. J., & Lyman, S. M. (2000). Qualitative methods: Their history in sociology and anthropology. In N. K. Denzin & Y. S. Lincoln (Eds.), The handbook of qualitative research (2nd ed., pp. 37–84). Sage.

Wenning, C. J. (2009). Scientific epistemology: How scientists know what they know. Journal of Physics Teacher Education, 5 (2), 1–15. Retrieved October 21, 2019, from http://www2.phy.ilstu.edu/pte/publications/scientific_epistemology.pdf

Wertz, F. J. (2014). Qualitative inquiry in the history of psychology. Qualitative Psychology, 1 (1), 4–16.

Download references

Author information

Authors and affiliations.

Faculty of Education, St. Francis Xavier University, Antigonish, NS, Canada

Robert E. White

OISE, University of Toronto, Toronto, ON, Canada

Karyn Cooper

You can also search for this author in PubMed   Google Scholar

Corresponding author

Correspondence to Robert E. White .

Rights and permissions

Reprints and permissions

Copyright information

© 2022 The Author(s), under exclusive license to Springer Nature Switzerland AG

About this chapter

White, R.E., Cooper, K. (2022). A Brief History of Qualitative Research. In: Qualitative Research in the Post-Modern Era. Springer, Cham. https://doi.org/10.1007/978-3-030-85124-8_1

Download citation

DOI : https://doi.org/10.1007/978-3-030-85124-8_1

Published : 29 September 2022

Publisher Name : Springer, Cham

Print ISBN : 978-3-030-85126-2

Online ISBN : 978-3-030-85124-8

eBook Packages : Education Education (R0)

Share this chapter

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

• Publish with us

Policies and ethics

• Find a journal
• Track your research

• Harvard Library
• Research Guides
• Faculty of Arts & Sciences Libraries

Library Support for Qualitative Research

Oral history.

• Resources for Methodology
• Remote Research & Virtual Fieldwork

Oral History Collections at Harvard

Oral history collections beyond harvard, harvard library research guides for oral history, selected resources to make your own oral histories, handbooks and guides to oral history methodology, scholarship & commentary on oral history methodology, participative resources and projects for oral history.

• Data Management & Repositories
• Campus Access

On this page, you will find:

• Selected Oral History Collections at Harvard and Beyond Harvard
• Scholarship and Commentary on Oral History Methodology

Harvard Project on the Soviet Social System Digital Collection: Interviews and Manuals, 1950-1953 (inclusive) Named the Harvard Project on the Soviet Social System (also known as the Harvard Refugee Interview Project), this was a large scale, unclassified project, based largely on interviews with Soviet émigrés in West Germany, Austria, and the United States, aimed at gaining new insights into strategic psychological and sociological aspects of the Soviet social system. 

Oral Histories at Schlesinger Library on the History of Women in America Get started with archival research on women's oral histories with this guide.

Woodberry Poetry Room Oral History Initiative Check out video recordings on YouTube of this 2021 series of oral histories on   pioneering Boston women poets. Tip: Look for  "ORAL HISTORY INITIATIVE" in the title.  

Find More at Harvard

You may search for interviews and oral histories (whether in textual or audiovisual formats) held in archival collections at Harvard Library. HOLLIS searches all documented collections at Harvard, whereas HOLLIS for Archival Discovery searches only those with finding aids. Although HOLLIS for Archival Discovery covers less material, you may find it easier to parse your search results, especially when you wish to view results at the item level (within collections). Try these approaches:

Search in HOLLIS:  

• To retrieve items available online, do an Advanced Search for interview* OR "oral histor*" (in Subject), with Resource Type "Archives/Manuscripts," then refine your search by selecting "Online" under "Show Only" on the right of your initial result list.  Revise the search above by adding your topic in the Keywords or Subject field (for example: African Americans ) and resubmitting the search.  
•  To enlarge your results set, you may also leave out the "Online" refinement; if you'd like to limit your search to a specific repository, try the technique of searching for Code: Library + Collection on the "Advanced Search" page .  

Search in HOLLIS for Archival Discovery:  

• To retrieve items available online, search for  interview* OR "oral histor*" limited to digital materials . Revise the search above by adding your topic (for example:  artist* ) in the second search box (if you don't see the box, click +).  
• To preview results by collection, search for interview* OR "oral histor*" limited to collections .  Revise the search above by adding your topic (for example:  artist* ) in the second search box (if you don't see the box, click +). Although this method does not allow you to isolate digitized content, you may find the refinement options on the right side of the screen (refine by repository, subject or names) helpful. Once your select a given collection, you may search within it (e.g., for your topic or the term interview).

Digital Public Library of America (DPLA) To find oral histories among the millions of materials from libraries, archives, museums, and other cultural institutions across the United States, search for "oral history," and then use the subject and other refinements to discover oral histories of interest to you.

The HistoryMakers Contains interviews African Americans who have made a significant contribution in area of American life or culture, or who has been associated with a particular movement or organization that is important in the African American community. Disciplines include Art, Business, Civics, Education, Entertainment, Law, Media, Medicine, Military, Music, Politics, Religion, Science, Sports and Style. Harvard constituents have full access to this database when connecting via Harvard.

Library of Congress Digital Collections The Library of Congress provides several oral history collections online. To locate them, search the Digital Collections site for "oral history".

Oral History Centers and Collections Curated by members of the H-OralHist Network.

Oral History Online An index to worldwide oral history collections, with links to interview-level bibliographic records in English and to full-text materials, audio files and visual files where these are available. 

Smithsonian Center for Folklife and Cultural Heritage Collections More than 80,000 historical and contemporary items from the Smithsonian Center for Folklife and Cultural Heritage's Ralph Rinzler Folklife Archives and Collections are available in the Smithsonian’s Collections Search Center . Find complete collection descriptions in finding aids and inventories in the Smithsonian Online Virtual Archive , which often include digital surrogates.

South Asian Oral History Project The SAOHP has been conducted in four phases. Each phase is marked by key historical events that drew South Asians to the United States: 1) 1950s Immigrants, 2) 1960s and 1970s Immigrants, 3) 1980s Immigrants, 4) South Asian classical performing artists (vocalists, instrumentalists and dancers) in the Pacific Northwest. The transcriptions and audio recordings from phase one and the transcription and audio/video recordings from phase two through four are available digitally.

1947 Partition Archive The 1947 Partition Archive, "The Archive" has been preserving oral histories of Partition witnesses since 2010 through a combined program that includes an innovative technique for crowdsourcing by Citizen Historians, as well as collection by trained scholars. Nearly 10,000 oral histories have been preserved on digital video, making The Archive the largest documentation effort focused on Partition.  Oral histories have been recorded from 500+ cities in 15 countries across the world. See  information about accessing the archive materials .

Statue of Liberty Oral History Project: A Record of Living Memory One of the world’s largest and most diverse chronicles of the American immigrant experience, this resource includes interviews from passengers, families, immigration officials, military personnel, detainees, and former Ellis Island employees. It is available to researchers, students, educators, and the general public.

The Tretter Transgender Oral History Project A growing collection of oral histories of gender transgression, broadly understood through a trans framework.

Visual History Archive (VHA), USC Shoah Foundation Created by the Shoah Foundation, this fully indexed and searchable digital repository contains the visual testimony of approximately 55,000 survivors of genocidal wars. The majority of the testimonies are from Holocaust survivors (1939-1945) but the archive also includes survivor testimony from the 1994 Genocide against the Tutsi in Rwanda (1994), the Armenian Genocide (1915-23) the Cambodian Genocide, the Guatemalan Genocide (1978-96) and the Nanjing Massacre (1937), among others. For more information about the testimonies, visit the VHA guide . Harvard constituents have full access to this repository when connecting via Harvard.

Ways of Knowing Oral History Collection This project documents the stories of individuals who have developed and implemented alternative library classification schemes or controlled vocabularies. These projects describe how institutional descriptive practices facilitate some ways of knowing and not others and demonstrate that such practices can change.

Oral History and Interviews, Harvard Library Research Guide for History Compiled by Harvard Librarians, this guide offers strategies for locating oral history interviews, as well as a list of relevant databases and collections.

Freshman Seminar 64 E Asian American Literature The "Oral History" section of this guide lists several oral history resources  relevant to researching the Asian American experience in the 1960s.

ArcGIS StoryMaps An engaging platform for presenting your oral histories.

See the "Conducting Interviews" and "Transcription & Coding" tabs of the Interview Skills page of this guide . There, you will find technical tools, tips, and assistance available at Harvard. Please note that these resources have been selected for a wide range of interviewing methodologies; thus, some may not apply to the oral history genre.

Beyond Harvard

The Centre for Oral History and Digital Storytelling at Concordia University You will find here innovative approaches to oral history, some of which utilize various art forms.

Columbia Center for Oral History Research: Resources A helpful selection of resources for conducting oral history research.

Oral History guide from Coates Library, Trinity University Useful tips and resources compiled by Abna Schnur.

Oral History Metadata Synchronizer (OHMS) Created by the Louie B. Nunn Center for Oral History at the University of Kentucky, this tool allows producers of oral history to inexpensively and efficiently enhance access to oral history online. Because OHMS provides word-level search capability and a time-correlated transcript or indexed interview, the audience is connected from a search result to the corresponding moment in a recorded interview. 

American Folklife Center at the Library of Congress. Oral History Interviews Recommendations for planning an oral history project and tips for conducting interviews

American Folklife Center at the Library of Congress. Folklife and Fieldwork: A Layman’s Introduction to Field Techniques Although folklorists tend to be more interested in documenting ways of living than history, per se, many of their methods are similar. This guide includes helpful advice for conducting fieldwork in folklore, including tips for planning, conducting, recording, and archiving interviews.

Indigenous Studies: Oral History Provides helpful information and resources to inform respectful understanding and citation of Indigenous oral histories.

Oral History Association: Principles and Best Practices An invaluable document for maintaining an ethical stance as a researcher, with guidance on archiving interviews and managing rights/copyright.

Oral History Methodology (Hajek A., 2014) The case study starts with a historical outline of the advent of oral history research in Western society, its strengths and its weaknesses, before it moves to a practical exploration of oral history methodology. It explains how to set up an oral history project, how to conduct interviews and what legal concerns to keep in mind. It also provides details on recording equipment and discusses a number of potential outputs of oral history data.

The Oral History Reader (edited by Perks, R. and Thomson, A., 2015)   A comprehensive, international anthology combining major classic articles with cutting-edge pieces on the theory, method and use of oral history.

Webinar: Introduction to Oral History and Interviewing , Centre for Oral History and Digital Storytelling, Concordia University

Belfast to Boston: Oral History Goes Awry WNYC Studios' "The Takeaway" speaks with Boston Globe columnist, Kevin Cullen, about how Boston College's well meaning attempt to promote truth and reconciliation around the Troubles backfired on the ground in Belfast.

Blee, K. (1993). Evidence, Empathy, and Ethics: Lessons from Oral Histories of the Klan. The Journal of American History, 80(2), 596-606. doi:10.2307/2079873 Critically examines issues that arise in oral history methodology around the life stories of ordinary people whose political agendas are unsavory, dangerous, or deliberately deceptive.

Davis, M., & Kennedy, E. (1986). Oral History and the Study of Sexuality in the Lesbian Community: Buffalo, New York, 1940-1960.  Feminist Studies,   12 (1), 7-26. doi:10.2307/3177981 This article explores the role of sexuality in the cultural and political development of the Buffalo lesbian community.

Portelli, Alessandro. (2010). The death of Luigi Trastulli. Memory and event - memory and fact. Anuarul Institutului De Istorie Orală : AIO, 12, 245-274. Luigi Trastulli, a young steel worker in Terni, Italy, died in an altercation with police in 1949, when workers left the factory to protest against a North-Atlantic Treaty signed by the Italian Government. The strike, confrontation and assassination greatly impacted the identity and culture of Terni. This essay discusses how the event has been portrayed and interpreted over the years in both official and oral sources. The essay linked above is in Italian. For an English language translation, see The Death of Luigi Trastulli, and Other Stories.

Portelli, Alessandro (2016). What makes oral history different. In Perks, Robert and Alistair Thomson, The Oral History Reader, Routledge, p. 68-78. Publisher abstract: "There seems to be a fear that once the floodgates of orality are opened, writing (and rationality along with it) will be swept out as if by a spontaneous uncontrollable mass of fluid, amorphous material. But this attitude blinds us to the fact that our awe of writing has distorted our perception of language and communication to the point where we no longer understand either orality or the nature of writing itself. As a matter of fact, written and oral sources are not mutually exclusive. They have common as well as autonomous characteristics, and specific functions which only either one can fill (or which one set of sources fills better than the other). Therefore, they require different specific interpretative instruments. But the undervaluing and the overvaluing of oral sources end up by cancelling out specific qualities, turning these sources either into mere supports for traditional written sources, or into an illusory cure for all ills. This chapter will attempt to suggest some of the ways in which oral history is intrinsically different, and therefore specifically useful."

• << Previous: Interview Research
• Next: Data Management & Repositories >>

Except where otherwise noted, this work is subject to a Creative Commons Attribution 4.0 International License , which allows anyone to share and adapt our material as long as proper attribution is given. For details and exceptions, see the Harvard Library Copyright Policy ©2021 Presidents and Fellows of Harvard College.

• Search Menu
• Browse content in Arts and Humanities
• Browse content in Archaeology
• Anglo-Saxon and Medieval Archaeology
• Archaeological Methodology and Techniques
• Archaeology by Region
• Archaeology of Religion
• Archaeology of Trade and Exchange
• Biblical Archaeology
• Contemporary and Public Archaeology
• Environmental Archaeology
• Historical Archaeology
• History and Theory of Archaeology
• Industrial Archaeology
• Landscape Archaeology
• Mortuary Archaeology
• Prehistoric Archaeology
• Underwater Archaeology
• Urban Archaeology
• Zooarchaeology
• Browse content in Architecture
• Architectural Structure and Design
• History of Architecture
• Residential and Domestic Buildings
• Theory of Architecture
• Browse content in Art
• Art Subjects and Themes
• History of Art
• Industrial and Commercial Art
• Theory of Art
• Biographical Studies
• Byzantine Studies
• Browse content in Classical Studies
• Classical History
• Classical Philosophy
• Classical Mythology
• Classical Literature
• Classical Reception
• Classical Art and Architecture
• Classical Oratory and Rhetoric
• Greek and Roman Epigraphy
• Greek and Roman Law
• Greek and Roman Papyrology
• Greek and Roman Archaeology
• Late Antiquity
• Religion in the Ancient World
• Digital Humanities
• Browse content in History
• Colonialism and Imperialism
• Diplomatic History
• Environmental History
• Genealogy, Heraldry, Names, and Honours
• Genocide and Ethnic Cleansing
• Historical Geography
• History by Period
• History of Emotions
• History of Agriculture
• History of Education
• History of Gender and Sexuality
• Industrial History
• Intellectual History
• International History
• Labour History
• Legal and Constitutional History
• Local and Family History
• Maritime History
• Military History
• National Liberation and Post-Colonialism
• Oral History
• Political History
• Public History
• Regional and National History
• Revolutions and Rebellions
• Slavery and Abolition of Slavery
• Social and Cultural History
• Theory, Methods, and Historiography
• Urban History
• World History
• Browse content in Language Teaching and Learning
• Language Learning (Specific Skills)
• Language Teaching Theory and Methods
• Browse content in Linguistics
• Applied Linguistics
• Cognitive Linguistics
• Computational Linguistics
• Forensic Linguistics
• Grammar, Syntax and Morphology
• Historical and Diachronic Linguistics
• History of English
• Language Acquisition
• Language Evolution
• Language Reference
• Language Variation
• Language Families
• Lexicography
• Linguistic Anthropology
• Linguistic Theories
• Linguistic Typology
• Phonetics and Phonology
• Psycholinguistics
• Sociolinguistics
• Translation and Interpretation
• Writing Systems
• Browse content in Literature
• Bibliography
• Children's Literature Studies
• Literary Studies (Asian)
• Literary Studies (European)
• Literary Studies (Eco-criticism)
• Literary Studies (Romanticism)
• Literary Studies (American)
• Literary Studies (Modernism)
• Literary Studies - World
• Literary Studies (1500 to 1800)
• Literary Studies (19th Century)
• Literary Studies (20th Century onwards)
• Literary Studies (African American Literature)
• Literary Studies (British and Irish)
• Literary Studies (Early and Medieval)
• Literary Studies (Fiction, Novelists, and Prose Writers)
• Literary Studies (Gender Studies)
• Literary Studies (Graphic Novels)
• Literary Studies (History of the Book)
• Literary Studies (Plays and Playwrights)
• Literary Studies (Poetry and Poets)
• Literary Studies (Postcolonial Literature)
• Literary Studies (Queer Studies)
• Literary Studies (Science Fiction)
• Literary Studies (Travel Literature)
• Literary Studies (War Literature)
• Literary Studies (Women's Writing)
• Literary Theory and Cultural Studies
• Mythology and Folklore
• Shakespeare Studies and Criticism
• Browse content in Media Studies
• Browse content in Music
• Applied Music
• Dance and Music
• Ethics in Music
• Ethnomusicology
• Gender and Sexuality in Music
• Medicine and Music
• Music Cultures
• Music and Religion
• Music and Media
• Music and Culture
• Music Education and Pedagogy
• Music Theory and Analysis
• Musical Scores, Lyrics, and Libretti
• Musical Structures, Styles, and Techniques
• Musicology and Music History
• Performance Practice and Studies
• Race and Ethnicity in Music
• Sound Studies
• Browse content in Performing Arts
• Browse content in Philosophy
• Aesthetics and Philosophy of Art
• Epistemology
• Feminist Philosophy
• History of Western Philosophy
• Metaphysics
• Moral Philosophy
• Non-Western Philosophy
• Philosophy of Science
• Philosophy of Language
• Philosophy of Mind
• Philosophy of Perception
• Philosophy of Action
• Philosophy of Law
• Philosophy of Religion
• Philosophy of Mathematics and Logic
• Practical Ethics
• Social and Political Philosophy
• Browse content in Religion
• Biblical Studies
• Christianity
• East Asian Religions
• History of Religion
• Judaism and Jewish Studies
• Qumran Studies
• Religion and Education
• Religion and Health
• Religion and Politics
• Religion and Science
• Religion and Law
• Religion and Art, Literature, and Music
• Religious Studies
• Browse content in Society and Culture
• Cookery, Food, and Drink
• Cultural Studies
• Customs and Traditions
• Ethical Issues and Debates
• Hobbies, Games, Arts and Crafts
• Lifestyle, Home, and Garden
• Natural world, Country Life, and Pets
• Popular Beliefs and Controversial Knowledge
• Sports and Outdoor Recreation
• Technology and Society
• Travel and Holiday
• Visual Culture
• Browse content in Law
• Arbitration
• Browse content in Company and Commercial Law
• Commercial Law
• Company Law
• Browse content in Comparative Law
• Systems of Law
• Competition Law
• Browse content in Constitutional and Administrative Law
• Government Powers
• Judicial Review
• Local Government Law
• Military and Defence Law
• Parliamentary and Legislative Practice
• Construction Law
• Contract Law
• Browse content in Criminal Law
• Criminal Procedure
• Criminal Evidence Law
• Sentencing and Punishment
• Employment and Labour Law
• Environment and Energy Law
• Browse content in Financial Law
• Banking Law
• Insolvency Law
• History of Law
• Human Rights and Immigration
• Intellectual Property Law
• Browse content in International Law
• Private International Law and Conflict of Laws
• Public International Law
• IT and Communications Law
• Jurisprudence and Philosophy of Law
• Law and Politics
• Law and Society
• Browse content in Legal System and Practice
• Courts and Procedure
• Legal Skills and Practice
• Primary Sources of Law
• Regulation of Legal Profession
• Medical and Healthcare Law
• Browse content in Policing
• Criminal Investigation and Detection
• Police and Security Services
• Police Procedure and Law
• Police Regional Planning
• Browse content in Property Law
• Personal Property Law
• Study and Revision
• Terrorism and National Security Law
• Browse content in Trusts Law
• Wills and Probate or Succession
• Browse content in Medicine and Health
• Browse content in Allied Health Professions
• Arts Therapies
• Clinical Science
• Dietetics and Nutrition
• Occupational Therapy
• Operating Department Practice
• Physiotherapy
• Radiography
• Speech and Language Therapy
• Browse content in Anaesthetics
• General Anaesthesia
• Neuroanaesthesia
• Browse content in Clinical Medicine
• Acute Medicine
• Cardiovascular Medicine
• Clinical Genetics
• Clinical Pharmacology and Therapeutics
• Dermatology
• Endocrinology and Diabetes
• Gastroenterology
• Genito-urinary Medicine
• Geriatric Medicine
• Infectious Diseases
• Medical Toxicology
• Medical Oncology
• Pain Medicine
• Palliative Medicine
• Rehabilitation Medicine
• Respiratory Medicine and Pulmonology
• Rheumatology
• Sleep Medicine
• Sports and Exercise Medicine
• Clinical Neuroscience
• Community Medical Services
• Critical Care
• Emergency Medicine
• Forensic Medicine
• Haematology
• History of Medicine
• Browse content in Medical Dentistry
• Oral and Maxillofacial Surgery
• Paediatric Dentistry
• Restorative Dentistry and Orthodontics
• Surgical Dentistry
• Browse content in Medical Skills
• Clinical Skills
• Communication Skills
• Nursing Skills
• Surgical Skills
• Medical Ethics
• Medical Statistics and Methodology
• Browse content in Neurology
• Clinical Neurophysiology
• Neuropathology
• Nursing Studies
• Browse content in Obstetrics and Gynaecology
• Gynaecology
• Occupational Medicine
• Ophthalmology
• Otolaryngology (ENT)
• Browse content in Paediatrics
• Neonatology
• Browse content in Pathology
• Chemical Pathology
• Clinical Cytogenetics and Molecular Genetics
• Histopathology
• Medical Microbiology and Virology
• Patient Education and Information
• Browse content in Pharmacology
• Psychopharmacology
• Browse content in Popular Health
• Caring for Others
• Complementary and Alternative Medicine
• Self-help and Personal Development
• Browse content in Preclinical Medicine
• Cell Biology
• Molecular Biology and Genetics
• Reproduction, Growth and Development
• Primary Care
• Professional Development in Medicine
• Browse content in Psychiatry
• Addiction Medicine
• Child and Adolescent Psychiatry
• Forensic Psychiatry
• Learning Disabilities
• Old Age Psychiatry
• Psychotherapy
• Browse content in Public Health and Epidemiology
• Epidemiology
• Public Health
• Browse content in Radiology
• Clinical Radiology
• Interventional Radiology
• Nuclear Medicine
• Radiation Oncology
• Reproductive Medicine
• Browse content in Surgery
• Cardiothoracic Surgery
• Gastro-intestinal and Colorectal Surgery
• General Surgery
• Neurosurgery
• Paediatric Surgery
• Peri-operative Care
• Plastic and Reconstructive Surgery
• Surgical Oncology
• Transplant Surgery
• Trauma and Orthopaedic Surgery
• Vascular Surgery
• Browse content in Science and Mathematics
• Browse content in Biological Sciences
• Aquatic Biology
• Biochemistry
• Bioinformatics and Computational Biology
• Developmental Biology
• Ecology and Conservation
• Evolutionary Biology
• Genetics and Genomics
• Microbiology
• Molecular and Cell Biology
• Natural History
• Plant Sciences and Forestry
• Research Methods in Life Sciences
• Structural Biology
• Systems Biology
• Zoology and Animal Sciences
• Browse content in Chemistry
• Analytical Chemistry
• Computational Chemistry
• Crystallography
• Environmental Chemistry
• Industrial Chemistry
• Inorganic Chemistry
• Materials Chemistry
• Medicinal Chemistry
• Mineralogy and Gems
• Organic Chemistry
• Physical Chemistry
• Polymer Chemistry
• Study and Communication Skills in Chemistry
• Theoretical Chemistry
• Browse content in Computer Science
• Artificial Intelligence
• Computer Architecture and Logic Design
• Game Studies
• Human-Computer Interaction
• Mathematical Theory of Computation
• Programming Languages
• Software Engineering
• Systems Analysis and Design
• Virtual Reality
• Browse content in Computing
• Business Applications
• Computer Security
• Computer Games
• Computer Networking and Communications
• Digital Lifestyle
• Graphical and Digital Media Applications
• Operating Systems
• Browse content in Earth Sciences and Geography
• Atmospheric Sciences
• Environmental Geography
• Geology and the Lithosphere
• Maps and Map-making
• Meteorology and Climatology
• Oceanography and Hydrology
• Palaeontology
• Physical Geography and Topography
• Regional Geography
• Soil Science
• Urban Geography
• Browse content in Engineering and Technology
• Agriculture and Farming
• Biological Engineering
• Civil Engineering, Surveying, and Building
• Electronics and Communications Engineering
• Energy Technology
• Engineering (General)
• Environmental Science, Engineering, and Technology
• History of Engineering and Technology
• Mechanical Engineering and Materials
• Technology of Industrial Chemistry
• Transport Technology and Trades
• Browse content in Environmental Science
• Applied Ecology (Environmental Science)
• Conservation of the Environment (Environmental Science)
• Environmental Sustainability
• Environmentalist Thought and Ideology (Environmental Science)
• Management of Land and Natural Resources (Environmental Science)
• Natural Disasters (Environmental Science)
• Nuclear Issues (Environmental Science)
• Pollution and Threats to the Environment (Environmental Science)
• Social Impact of Environmental Issues (Environmental Science)
• History of Science and Technology
• Browse content in Materials Science
• Ceramics and Glasses
• Composite Materials
• Metals, Alloying, and Corrosion
• Nanotechnology
• Browse content in Mathematics
• Applied Mathematics
• Biomathematics and Statistics
• History of Mathematics
• Mathematical Education
• Mathematical Finance
• Mathematical Analysis
• Numerical and Computational Mathematics
• Probability and Statistics
• Pure Mathematics
• Browse content in Neuroscience
• Cognition and Behavioural Neuroscience
• Development of the Nervous System
• Disorders of the Nervous System
• History of Neuroscience
• Invertebrate Neurobiology
• Molecular and Cellular Systems
• Neuroendocrinology and Autonomic Nervous System
• Neuroscientific Techniques
• Sensory and Motor Systems
• Browse content in Physics
• Astronomy and Astrophysics
• Atomic, Molecular, and Optical Physics
• Biological and Medical Physics
• Classical Mechanics
• Computational Physics
• Condensed Matter Physics
• Electromagnetism, Optics, and Acoustics
• History of Physics
• Mathematical and Statistical Physics
• Measurement Science
• Nuclear Physics
• Particles and Fields
• Plasma Physics
• Quantum Physics
• Relativity and Gravitation
• Semiconductor and Mesoscopic Physics
• Browse content in Psychology
• Affective Sciences
• Clinical Psychology
• Cognitive Psychology
• Cognitive Neuroscience
• Criminal and Forensic Psychology
• Developmental Psychology
• Educational Psychology
• Evolutionary Psychology
• Health Psychology
• History and Systems in Psychology
• Music Psychology
• Neuropsychology
• Organizational Psychology
• Psychological Assessment and Testing
• Psychology of Human-Technology Interaction
• Psychology Professional Development and Training
• Research Methods in Psychology
• Social Psychology
• Browse content in Social Sciences
• Browse content in Anthropology
• Anthropology of Religion
• Human Evolution
• Medical Anthropology
• Physical Anthropology
• Regional Anthropology
• Social and Cultural Anthropology
• Theory and Practice of Anthropology
• Browse content in Business and Management
• Business Strategy
• Business Ethics
• Business History
• Business and Government
• Business and Technology
• Business and the Environment
• Comparative Management
• Corporate Governance
• Corporate Social Responsibility
• Entrepreneurship
• Health Management
• Human Resource Management
• Industrial and Employment Relations
• Industry Studies
• Information and Communication Technologies
• International Business
• Knowledge Management
• Management and Management Techniques
• Operations Management
• Organizational Theory and Behaviour
• Pensions and Pension Management
• Public and Nonprofit Management
• Strategic Management
• Supply Chain Management
• Browse content in Criminology and Criminal Justice
• Criminal Justice
• Criminology
• Forms of Crime
• International and Comparative Criminology
• Youth Violence and Juvenile Justice
• Development Studies
• Browse content in Economics
• Agricultural, Environmental, and Natural Resource Economics
• Asian Economics
• Behavioural Finance
• Behavioural Economics and Neuroeconomics
• Econometrics and Mathematical Economics
• Economic Systems
• Economic History
• Economic Methodology
• Economic Development and Growth
• Financial Markets
• Financial Institutions and Services
• General Economics and Teaching
• Health, Education, and Welfare
• History of Economic Thought
• International Economics
• Labour and Demographic Economics
• Law and Economics
• Macroeconomics and Monetary Economics
• Microeconomics
• Public Economics
• Urban, Rural, and Regional Economics
• Welfare Economics
• Browse content in Education
• Adult Education and Continuous Learning
• Care and Counselling of Students
• Early Childhood and Elementary Education
• Educational Equipment and Technology
• Educational Strategies and Policy
• Higher and Further Education
• Organization and Management of Education
• Philosophy and Theory of Education
• Schools Studies
• Secondary Education
• Teaching of a Specific Subject
• Teaching of Specific Groups and Special Educational Needs
• Teaching Skills and Techniques
• Browse content in Environment
• Applied Ecology (Social Science)
• Climate Change
• Conservation of the Environment (Social Science)
• Environmentalist Thought and Ideology (Social Science)
• Natural Disasters (Environment)
• Social Impact of Environmental Issues (Social Science)
• Browse content in Human Geography
• Cultural Geography
• Economic Geography
• Political Geography
• Browse content in Interdisciplinary Studies
• Communication Studies
• Museums, Libraries, and Information Sciences
• Browse content in Politics
• African Politics
• Asian Politics
• Chinese Politics
• Comparative Politics
• Conflict Politics
• Elections and Electoral Studies
• Environmental Politics
• European Union
• Foreign Policy
• Gender and Politics
• Human Rights and Politics
• Indian Politics
• International Relations
• International Organization (Politics)
• International Political Economy
• Irish Politics
• Latin American Politics
• Middle Eastern Politics
• Political Methodology
• Political Communication
• Political Philosophy
• Political Sociology
• Political Behaviour
• Political Economy
• Political Institutions
• Political Theory
• Politics and Law
• Public Administration
• Public Policy
• Quantitative Political Methodology
• Regional Political Studies
• Russian Politics
• Security Studies
• State and Local Government
• UK Politics
• US Politics
• Browse content in Regional and Area Studies
• African Studies
• Asian Studies
• East Asian Studies
• Japanese Studies
• Latin American Studies
• Middle Eastern Studies
• Native American Studies
• Scottish Studies
• Browse content in Research and Information
• Research Methods
• Browse content in Social Work
• Addictions and Substance Misuse
• Adoption and Fostering
• Care of the Elderly
• Child and Adolescent Social Work
• Couple and Family Social Work
• Developmental and Physical Disabilities Social Work
• Direct Practice and Clinical Social Work
• Emergency Services
• Human Behaviour and the Social Environment
• International and Global Issues in Social Work
• Mental and Behavioural Health
• Social Justice and Human Rights
• Social Policy and Advocacy
• Social Work and Crime and Justice
• Social Work Macro Practice
• Social Work Practice Settings
• Social Work Research and Evidence-based Practice
• Welfare and Benefit Systems
• Browse content in Sociology
• Childhood Studies
• Community Development
• Comparative and Historical Sociology
• Economic Sociology
• Gender and Sexuality
• Gerontology and Ageing
• Health, Illness, and Medicine
• Marriage and the Family
• Migration Studies
• Occupations, Professions, and Work
• Organizations
• Population and Demography
• Race and Ethnicity
• Social Theory
• Social Movements and Social Change
• Social Research and Statistics
• Social Stratification, Inequality, and Mobility
• Sociology of Religion
• Sociology of Education
• Sport and Leisure
• Urban and Rural Studies
• Browse content in Warfare and Defence
• Defence Strategy, Planning, and Research
• Land Forces and Warfare
• Military Administration
• Military Life and Institutions
• Naval Forces and Warfare
• Other Warfare and Defence Issues
• Peace Studies and Conflict Resolution
• Weapons and Equipment

Oral History: Understanding Qualitative Research

Professor of Sociology

• Cite Icon Cite
• Permissions Icon Permissions

This book is part of the Understanding Qualitative Research series, which is designed to provide researchers with authoritative guides to understanding, presenting, and critiquing analyses and associated inferences. There are three subareas in this series: Quantitative Research, Measurement, and Qualitative Research. This book fits in the Qualitative Research group and addresses issues surrounding oral history—how to both fully and succinctly report and present this material, as well as the challenges of evaluating it.

Signed in as

Institutional accounts.

• Google Scholar Indexing
• GoogleCrawler [DO NOT DELETE]

Personal account

• Sign in with email/username & password
• Get email alerts
• Save searches
• Purchase content
• Activate your purchase/trial code

Institutional access

• Sign in with a library card Sign in with username/password Recommend to your librarian
• Institutional account management
• Get help with access

Access to content on Oxford Academic is often provided through institutional subscriptions and purchases. If you are a member of an institution with an active account, you may be able to access content in one of the following ways:

IP based access

Typically, access is provided across an institutional network to a range of IP addresses. This authentication occurs automatically, and it is not possible to sign out of an IP authenticated account.

Sign in through your institution

Choose this option to get remote access when outside your institution. Shibboleth/Open Athens technology is used to provide single sign-on between your institution’s website and Oxford Academic.

• Click Sign in through your institution.
• Select your institution from the list provided, which will take you to your institution's website to sign in.
• When on the institution site, please use the credentials provided by your institution. Do not use an Oxford Academic personal account.
• Following successful sign in, you will be returned to Oxford Academic.

If your institution is not listed or you cannot sign in to your institution’s website, please contact your librarian or administrator.

Sign in with a library card

Enter your library card number to sign in. If you cannot sign in, please contact your librarian.

Society Members

Society member access to a journal is achieved in one of the following ways:

Sign in through society site

Many societies offer single sign-on between the society website and Oxford Academic. If you see ‘Sign in through society site’ in the sign in pane within a journal:

• Click Sign in through society site.
• When on the society site, please use the credentials provided by that society. Do not use an Oxford Academic personal account.

If you do not have a society account or have forgotten your username or password, please contact your society.

Sign in using a personal account

Some societies use Oxford Academic personal accounts to provide access to their members. See below.

A personal account can be used to get email alerts, save searches, purchase content, and activate subscriptions.

Some societies use Oxford Academic personal accounts to provide access to their members.

Viewing your signed in accounts

Click the account icon in the top right to:

• View your signed in personal account and access account management features.
• View the institutional accounts that are providing access.

Signed in but can't access content

Oxford Academic is home to a wide variety of products. The institutional subscription may not cover the content that you are trying to access. If you believe you should have access to that content, please contact your librarian.

For librarians and administrators, your personal account also provides access to institutional account management. Here you will find options to view and activate subscriptions, manage institutional settings and access options, access usage statistics, and more.

Our books are available by subscription or purchase to libraries and institutions.

• About Oxford Academic
• Publish journals with us
• University press partners
• What we publish
• New features  
• Open access
• Rights and permissions
• Accessibility
• Advertising
• Media enquiries
• Oxford University Press
• Oxford Languages
• University of Oxford

Oxford University Press is a department of the University of Oxford. It furthers the University's objective of excellence in research, scholarship, and education by publishing worldwide

• Copyright © 2024 Oxford University Press
• Cookie settings
• Cookie policy
• Privacy policy
• Legal notice

This Feature Is Available To Subscribers Only

Sign In or Create an Account

This PDF is available to Subscribers Only

For full access to this pdf, sign in to an existing account, or purchase an annual subscription.

• Open access
• Published: 04 May 2024

Delivering clinical tutorials to medical students using the Microsoft HoloLens 2: A mixed-methods evaluation

• Murray Connolly 1 ,
• Gabriella Iohom 1 ,
• Niall O’Brien 2 ,
• James Volz 2 ,
• Aogán O’Muircheartaigh 3 ,
• Paschalitsa Serchan 3 ,
• Agatha Biculescu 3 ,
• Kedar Govind Gadre 3 ,
• Corina Soare 1 ,
• Laura Griseto 3 &
• George Shorten 1  

BMC Medical Education volume  24 , Article number:  498 ( 2024 ) Cite this article

107 Accesses

12 Altmetric

Metrics details

Mixed reality offers potential educational advantages in the delivery of clinical teaching. Holographic artefacts can be rendered within a shared learning environment using devices such as the Microsoft HoloLens 2. In addition to facilitating remote access to clinical events, mixed reality may provide a means of sharing mental models, including the vertical and horizontal integration of curricular elements at the bedside. This study aimed to evaluate the feasibility of delivering clinical tutorials using the Microsoft HoloLens 2 and the learning efficacy achieved.

Following receipt of institutional ethical approval, tutorials on preoperative anaesthetic history taking and upper airway examination were facilitated by a tutor who wore the HoloLens device. The tutor interacted face to face with a patient and two-way audio-visual interaction was facilitated using the HoloLens 2 and Microsoft Teams with groups of students who were located in a separate tutorial room. Holographic functions were employed by the tutor. The tutor completed the System Usability Scale, the tutor, technical facilitator, patients, and students provided quantitative and qualitative feedback, and three students participated in semi-structured feedback interviews. Students completed pre- and post-tutorial, and end-of-year examinations on the tutorial topics.

Twelve patients and 78 students participated across 12 separate tutorials. Five students did not complete the examinations and were excluded from efficacy calculations. Student feedback contained 90 positive comments, including the technology’s ability to broadcast the tutor’s point-of-vision, and 62 negative comments, where students noted issues with the audio-visual quality, and concerns that the tutorial was not as beneficial as traditional in-person clinical tutorials. The technology and tutorial structure were viewed favourably by the tutor, facilitator and patients. Significant improvement was observed between students’ pre- and post-tutorial MCQ scores (mean 59.2% Vs 84.7%, p  < 0.001).

Conclusions

This study demonstrates the feasibility of using the HoloLens 2 to facilitate remote bedside tutorials which incorporate holographic learning artefacts. Students’ examination performance supports substantial learning of the tutorial topics. The tutorial structure was agreeable to students, patients and tutor. Our results support the feasibility of offering effective clinical teaching and learning opportunities using the HoloLens 2. However, the technical limitations and costs of the device are significant, and further research is required to assess the effectiveness of this tutorial format against in-person tutorials before wider roll out of this technology can be recommended as a result of this study

Peer Review reports

Introduction

Clinical tutorials which include encounters with real patients are recognised as integral elements in medical education [ 1 , 2 , 3 ]. Sir William Osler famously stated that “medicine is learned by the bedside and not in the classroom.” [ 4 ] However, many medical schools are facing challenges in delivering clinical education to students in an environment where there are increasing numbers of students, a limited number of patients and tutors, and increased scrutiny regarding the costs and environmental impacts of travel [ 5 , 6 , 7 , 8 ]. The COVID-19 pandemic also had a significant impact on in-person medical education in many countries, where students’ access to patients was severely curtailed [ 9 , 10 ]..

The argument that medical education requires interactive tutorials on actual patients is supported by various educational theories. Bandura’s Social Learning Theory and Social Cognitive Theory propose that students learn via attention, retention, reproduction and motivation [ 11 , 12 ]. This supports the need for direct observation and modelling of relevant clinical role-models participating in doctor-patient interactions [ 13 , 14 ]..

The Constructivist theory is based on the premise that the act of learning is based on a process which connects new knowledge to pre-existing knowledge [ 15 , 16 ]. Vertical Integration in medical education involves the integration of aspects of the curriculum across time, namely the integration of basic sciences and clinical sciences [ 17 , 18 , 19 ]..

Providing medical education within these frameworks, prioritising student exposure to direct interactions with clinicians and patients, and vertical integration of curriculum material, in situations where physical access to patients may be limited by numbers, logistics or infection control concerns poses a significant challenge to medical schools around the world. Utilising technology to facilitate the delivery of clinical education remotely may present a solution to these issues.

The broadcast of bedside tutorials to a remote location can be delivered using a “third-person” perspective, via a fixed or mobile broadcasting device, or using a first-person perspective, via a device mounted on the tutor. Devices which provide a first-person perspective are typically head-mounted-display devices (HMDs). The capabilities of these devices range widely, from basic two-way communication with a remote location, to devices with Augmented Reality (AR) and Mixed Reality (MR) functions which allow the integration of holographic artefacts into tutorials.

Augmented reality (AR) is a virtual environment that allows the user to view both their physical environment and virtual elements in real-time. Mixed Reality (MR) is an extension of AR which allows the real and holographic elements to interact [ 20 , 21 ]..

The use of AR and MR are expanding in many industries including healthcare, education, engineering, and manufacturing [ 22 , 23 , 24 ]. MR investigated in a variety of settings pertaining to medical education. Many early studies focused on teaching relevant anatomy, and more recently studies have evaluated the use of MR in procedural training, and its use in streaming of clinical ward-rounds to medical students [ 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 ]..

Head-mounted-display devices which offer MR experiences are growing in number and capability [ 34 ].The Microsoft HoloLens2 is one such device which enables the creation of an immersive Mixed Reality environment and can superimpose holographic images onto the user’s surroundings.

The HoloLens 2 has a number of specific capabilities which can be utilised in the virtual delivery of in-person clinical tutorials.The device can facilitate educationally effective, three-way communication between students, tutors and patients, as well as facilitating the incorporation of mixed reality elements into tutorials. The MR capabilities may provide a means of sharing holographic artefacts such as images and diagrams, which can allow the vertical and horizontal integration of curricular elements at the bedside.Utilisation of the MR capabilities of the device may improve student experiences and learning, in particular through instructional scaffolding (e.g rendering cell, organ or system pathways proximate to a patient) [ 35 ] Given the device’s connectivity capabilities, students can be in a separate geographical location to the patient and tutor. This has the potential to decrease student travel requirements and enables the delivery of tutorials to students in multiple different locations simultaneously [ 36 ]. The tutorial can also be delivered to a greater number of students than would be practical in a traditional bedside clinical tutorial environment. This can decrease the burden on both tutors and patients in comparison to multiple smaller group sessions. Finally, infection control risks are reduced as only the tutor enters patients’ environments.

Study goals

There is little published research to date which robustly evaluates the use of the HoloLens in replicating bedside tutorials while also incorporating mixed reality elements into the tutorials. The aims of this study are to evaluate the use of the Microsoft HoloLens 2 device to deliver a tutorial on preoperative anaesthetic history and upper airway examination to medical students in a remote location, while incorporating MR holograms in the tutorial delivery. Specific objectives include evaluating the feasibility of delivering tutorials with the HoloLens device, assessing the learning efficacy of these tutorials, and assessing student, tutor, facilitator, and patient perspectives of the tutorials.

This study was approved by the Clinical Research Ethic Committee of the Cork Teaching Hospitals, and the University College Cork Research and Postgraduate Affairs Committee. All participants including students, patients, tutor and technical facilitator provided written informed consent prior to inclusion in the study.

Study population

University College Cork medical students from two cohorts, third year Graduate-Entry and fourth year Direct-Entry medical students attending a tertiary referral teaching hospital for a clinical attachment with the Department of Anaesthesia and Intensive Care Medicine were invited to participate in the study. Both groups are in their second-last year of medical training, and thus have completed modules and examinations in basic medical sciences and clinical practice in the preceding years, with a maximum of 1 week experience in the field of anaesthesia [ 37 , 38 , 39 ]. Patients attending Cork University Hospital for scheduled surgery were selected and approached for consent by tutors according to clinical relevance. All participants were 18 years or over and were deemed capable of providing consent. Each student provided information on their age, gender and previous third-level qualifications.

Tutorial Sturcture

A one-hour tutorial focusing on completing a preoperative history and focused assessment of the upper airway was developed by MC (adjunct clinical lecturer), GI (Senior Clinical Lecturer) and GS (Professor) in line with the University curriculum’s learning objectives. (Fig. 1 ) Tutorials were delivered on a weekly basis to groups of third year Graduate Entry and fourth year Direct Entry medical students across the 2021–2022 academic year.

Preoperative Anaesthetic History and Focused Preoperative Assessment of the upper airway tutorial structure

All tutorials were delivered by one tutor (MC) and assisted by a technical facilitator (NOB), both males aged in their thirties, who enabled the connection between the site of the clinical encounter and nearby tutorial room. The tutor had no prior experience with the HoloLens 2 device or other AR HMDs prior to participation in this study; the facilitator had significant experience in its use. The tutor was given a period of familiarisation with the device which included using the Microsoft “HoloLens Tips” app, which provides a structured tutorial on the various hand gestures used to control the device, as well as a number of practice calls in order to test the network and audiovisual equipment in the tutorial room [ 40 ]. This familiarisation period totalled approximately 3 hours.

During the tutorial, the tutor (MC) interacted with a patient (face to face) in the pre-or postoperative units and remotely with a small group of [ 6 , 7 , 8 , 9 , 10 ] students in a nearby tutorial room. The remote interaction occurred via Hololens 2 worn by the tutor, institutional Wi-Fi (Eduroam), and Microsoft Teams.He demonstrated and explained the techniques of preoperative history taking and preoperative upper airway assessment.

Throughout the patient assessment the tutor interacted both with the patient and with the students as if conducting an in-person tutorial, providing additional information, asking the students pertinent questions, and expanding on the findings of the patient’s history and physical examination. Students communicated with the patient by asking questions via the tutor.

Resources employed

Resources necessary to provide the tutorials via the HoloLens included capital costs of the HoloLens device (€3500) and microphone (€88) as well as annual licence costs of €275 per user ( n  = 4). Human resources employed in developing the tutorials and trialling equipment included approximately 20 hours of training, remote assistance (Microsoft) and collaboration between the tutor (MC), Professor (GS) and facilitator (NOB), as well as 5 hours input from the Senior Clinical Lecturer (GI).

Internet connectivity

An internet connection of at least 1.5mpbs of bandwidth is recommended by Microsoft for best audio, visual and content sharing experience [ 41 ]. Secure, password protected wireless internet access via the University institutional network (Eduroam) was utilised by both tutor and students.

In most tutorials, broadcasts were hosted by an MSI running the Windows 10 operating system, audio was amplified using a Bose SoundLink Mini portable speaker and video was screened via a HDMI cable to a 36″ monitor. In one tutorial students accessed the tutorial via their personal smartphones or laptops. In order to bypass the noise cancellation technology within the HoloLens an external microphone (Saramonic SmartMic+UC L/weight Smartphone Mic USB-C) and 3.5 mm earphone were used.

Dynamics 365 Remote Assist application was used, in-tandem with Microsoft Teams, to host each video call. This connection allowed the students to see the tutors field of vision and hear both the tutor and patient. Hand gestures including the “hand-ray”, “air-tap”, “air-tap and hold” and “start-gesture” were used to control the HMD and manipulate the holographic artefacts. Relevant holographic artefacts were superimposed during the tutorial. This included the insertion of diagramatic representaions of the Mallampati scoring system and Thyromental Distance during the airway assessment portion of the tutorial [Fig. 2 (a) and (b)]. The holographic pointer and “drawing” functions were used by the tutor to highlight relevant upper airway structures and emphasise information on the holographic diagrams [Fig. 2 (c) and (d)].

a Assessment of Mallampati Score. b Assessment of Thyromental Distance. c Identification of thyroid cartilage using holographic pointer. d Illustration of holographic “drawing” function

Assessment of tutor perceptions

Immediately after completion of the first tutorial, the tutor completed a System Usability Scale assessment and on completion of the last tutorial, the tutor and facilitator summarised their perceptions of using the HMD.

Assessment of student perceptions

Immediately after completion of the tutorial, students completed a modified Evaluation of Technology-Enhanced Learning Materials: Learner Perceptions (ETELM-LP) questionnaire in order to assess their perceptions of the tutorial, which incorporated a seven-point Likert Scale and open questions [ 42 ]. Cronbach’s Alpha was calculated after exclusion of question 1 and reverse scoring of questions 13 and 15.

Three students also took part in semi-stuctured interviews via Microsoft Teams. Researchers undertook this study from an interpretive approach [ 43 ]. The interviews were conducted by JV, and followed a template of questions and corresponding probes from which the interviewer expanded as appropriate [Additional file 1 ]. The template served as a foundation from which the interviewer expanded as appropriate. The interviews were recorded and transcribed. Analysis of the interview transcripts and questionnare responses was performed using Dedoose Qualitative Research Software Version 4.3.Qualitative data from interviews and feedback questionnaires were coded thematically in alignment with Clarke and Braun’s suggestions for qualitative analysis [ 44 ]. Following the initial thematic coding, researchers conducted a content analysis to strengthen the interpretation of results. Illustrative quotes were chosen based on the representativeness of the theme or subtheme and the clarity of their intrinsic interpretation. In alignment with current literature, the quotes selected were determined to be illustrative of the point, reflective of patterns observed, and relatively succinct [ 45 ]..

Assessment of patient perceptions

On completion of the tutorials, patients were also asked to complete a mixed quantitative and qualitative questionnaire in order to assess their perceptions of the tutorial.

Assessment of learning efficacy

We carried out a prospective non-comparative study of tutorial efficacy. Students completed a pre-tutorial Multiple Choice Question (MCQ) examination to assess baseline knowledge [Additional file 2 ], and a post-tutorial MCQ two to 3 days later [Additional file 3 ]. Students then completed an end-of-year assessment two to 5 months later consisting of a data interpretation exam and an Objective Structured Clinical Examination (OSCE) which focused on preoperative history taking and preoperative assessment of the upper airway respectively [Additional files 4 and 5 ]. These examinations were written by an investigator and the University Senior Clinical Lecturer in line with University standards. Examination results were converted to percentages and the data interpretation and OSCE results were combined to give a total End-of-Year result.

The Chi-Squared test was used to compare direct-entry and graduate-entry student demographics. Welch’s two-sample t-Test assuming unequal variances was used to compare student group ages. The Shapiro Wilk and Kolmogorov-Smirnov Tests were used to assess to normality of distribution of student assessment scores for data sets less than 50 and greater than 50 respectively. The Mann-Whitney U Test was performed to compare group performance in assessments and overall student performance between the pre- and post-tutorial examinations, and between the post-tutorial and End-of-Year scores. Cohen’s d was calculated for the pre and post-tutorial MCQ scores to assess effect size.

Twelve tutorials were completed involving 12 separate patients and 78 students. Four students did not complete the post-tutorial MCQ and one did not complete the End-of-Year assessments due to illness related absences. These students were excluded from efficacy calculations. Baseline characteristics of the student participants are summarised in Table 1 . As expected the graduate-entry students was a significantly older cohort (graduate-entry median age 26 vs direct-entry mean of 22). Mean age of patient participants was 43.25, with an SD of 16.48, and a range of 18–64.

Feasibility

We found that it was feasible to use the HoloLens2 to facilitate weekly bedside tutorials on live patients in a busy, tertiary referral teaching hospital. No tutorials were cancelled or postponed due to technology-related issues. Of note, in order to improve the audio quality of the patient’s voice, it was neccessary to add the USB microphone, which is not routinely supplied with the HoloLens 2. The tutorials were also dependent on secure Wi-Fi access for both tutor and students, the presence of a tutorial facilitator to control the equipment at the student end, and access to a quiet space to examine the patient.

Tutor feedback

The sole tutor (MC) completed the System Usability Scale score, which was 72.5 (a score > 68 is deemed above average). The tutor (MC) stated that the HoloLens 2 was found to be comfortable to wear, the visor was unobtrusive and did not interfere with interaction with the patient or impede visualisation of clinical signs. The interaction with the device via hand gestures was relatively smooth and intuitive after the intial familiarisation period and the MR functions including the insertion of holographic diagrams, pointing, drawing and highlighting were useful. The holographic artefacts were visible throughout the tutorials at a “brightness” setting of seven out of 10.

Occasionally when talking to the students via the HMD, it was not clear to the patient if the tutor was talking to the patient or to the students. Utilising a structured pattern of speech such as “I am now talking to the students” was found to be useful to overcome this issue.

Facilitator feedback

The technical facilitator (NOB) found that the set-up of the live broadcast to the students was akin to that of a video presentation and that the learning curve for hosting the tutorials was short as the Dynamic 365 Remote Assist application was quite similar to general videoconferencing software. He noted that patient proximity to the tutor was essential to ensure adequate audio quality and referenced an example where a supine patient was farther from the device than normal and that patient responses had to be repeated by the tutor. Backgound noise was noted as a “minor issue and transient in nature”, and the technical facilitator accepted that a certain amount of background noise was unavoidable in an active hospital ward.

Student feedback

Quantitative student feedback via the modified ETELM-LP questionnaire is summarised in Fig. 3 . Results are presented as (mean, SD) and refer to a seven-point Likert scale. Students had little experience in MR prior to the tutorial (1.7, 1.29). They found the audio and visual quality was clear and that the MR elements of the tutorial were useful. Most agreed the tutorial approximated a live patient encounter (5.69, 1.26), was more beneficial than a PowerPoint-based tutorial, and were neutral when asked if it was as beneficial as a live clinical encounter (5, 1.69). They did not agree that the tutorial structure required inappropriately high technology skill levels on the part of the students, nor that the MR elements served as a distraction. Most agreed that they would like MR to be incorporated into further tutorials (6.05, 1). Cronbach’s Alpha, excluding question 1 was calculated as 0.86, displaying good internal consistency.

Student Modified ETELM-LP Scores. 7 point Likert scale with 7 as strongly agree and 1 as strongly disagree. Presented as Mean +/− 1 Standard Deviation

Student qualitative feedback results

Analysis of written and verbal feedback from 78 students identified 90 specific positive excerpts and 62 negatives (Table 2 ). Positive feedback included the technology’s ability to broadcast the tutor’s point-of-vision, the inclusion of holographic artefacts, and the remote nature of the tutorial. Negative feedback included issues with the audio-visual stream quality, the fact that students were not able to individually carry out the practical examination, and 11 students expressed concerns that the tutorial was not as useful as traditional in-person bedside clinical tutorials.

Three students participated in semi-structured interviews. The limited sense of “presence” and interaction with the patient were identified as limitations to the format by all three interviewees. With respect to the physical examination one student explained he would have preferred to “experience it yourself, and have a look and feel and touch”. Specific mention was made of the value of combining broadcast (patient) and rendered (schematics) images, “The adding of the images … right next to the patient was really, really helpful”. This may indicate the potential to employ this format to support vertical and horizontal integration of curricular elements. All three interviewed students reported either a six or seven (on a verbal scale of 1–7) when asked to recommend this technology for inclusion in the medical curriculum.

Patient feedback

Quantitative feedback data from patient questionnaires is summarised in Fig. 4 . Most patients had little experience with MR in the past (mean, SD: 1.75, 1.48) apart from one patient who scored 6. All agreed that the communication with the tutor was clear, that they felt safe, that the experience was enjoyable and that they would participate in a similar session in the future. Six of seven expressed that it was preferable to both small (5 or less) and large group in-person tutorials. Most patients did not agree that the HoloLens served as a distraction or made them uncomfortable.

Patient Feedback Questionnaire Results. 7 point Likert scale with 7 as strongly agree and 1 as strongly disagree. Presented as Mean +/− 1 Standard Deviation

Five patients gave qualitative feedback. Positive comments included that “it is good to see that you are moving on with new technology”, “it was well explained beforehand so I was very comfortable” and “it was fantastic to teach students when they can’t be at the bedside. Very unobtrusive”. One patient commented that “sometimes not sure if he [the tutor] was talking to me or the students” and another commented that “it would be lovely to see who I was talking to [the student group]”.

Learning efficacy

Student examination scores are sumarised in Table 3 and Fig. 5 . Student assessment scores were not normally distrubuted. A statistically significant improvement was observed between overall students’ pre and post tutorial MCQ scores (mean 59.2% Vs 84.7%, p  < 0.001). Cohen’s d was 0.612, indicating a medium effect size. There was a statistically significant difference in student performance between the post tutorial MCQ and the composite End-of-Year scores (84.7% Vs 82.2%, p  < 0.05). There were no statistically significant differences found between the graduate-entry and direct-entry students for any individual examination.

Boxplot of overall student assessment scores

Mixed Reality headsets offer several novel capabilities which can facilitate remote education and vertical and horizontal integration of curriculum elements, particularly when aligned with appropriate educational theories such as Constructivism and Social Cognitive Theory. A large number of studies have focused on applying the technology in surgical and anatomical subject fields [ 46 ]. However, there are significant gaps in the evidence base, particularly studies specific to anaesthesiology, clinical exam, and addressing the provision of interactive tutorials to remote locations. Our study has demonstrated that it is feasible and effective to use the Microsoft HoloLens 2, incorporating its Mixed Reality functions to provide a live bedside tutorial on anaesthetic preoperative assessment to students situated in a remote location. Feedback from students, patients and the tutor were generally positive. Quantitative feedback from students regarding the audio-visual quality was mainly positive, however technical issues were noted, and preference for in-person tutorials was expressed by a minority of students.

Mill et al. previously examined the feasibility of the HoloLens 2 in broadcasting medical ward rounds [ 26 ]. While papers such as that by Mill et al. demonstrated the feasibility of utilizing the HoloLens 2 HMD to stream educational ward-rounds, they did not utilize the MR functions of the HMD, nor assess the learning efficacy of the device [ 26 ]. This study incorporates both quantitative and qualitative feedback from multiple sources, namely students, patients, the tutor, and tutorial facilitator. We believe this demonstrates a robust examination of the perceptions of the relevant stakeholders involved in the provision of clinical tutorials to medical students. Our findings that the tutorials were feasible, agreeable to both patients and students, and that students had occasional audio-visual difficulties are consistent with those of Mill et al. Our study additionally demonstrates that incorporation of holographic artefacts is both feasible and regarded by the tutor and students as useful, and that the tutorials provide effective knowledge acquisition.

Our tutorial format aimed to reproduce some of the educationally relevant components of an in-person tutorial. Other suggested structures advocate streaming video of the physician as opposed to the physician’s point-of-view [ 47 ]. The HoloLens 2 device allows the students to view the tutor’s field of vision which we argue is superior, and student feedback reflected this. This viewpoint allows students to appreciate in real time the clinical signs demonstrated during the clinical examination and correlate these with the holographic diagrammatic examples used. The MR environment provides an ideal setting to facilitate vertical integration in real time by displaying holographic artefacts of anatomical, physiological and pathological information, as well as patient specific data such as radiological imaging or lab results while interacting with a patient. Furthermore, delivering tutorials remotely reduces infection-control concerns and allows delivery to greater numbers of students in multiple locations.

Preserving patient confidentiality is essential in medical practice and education. In our study, both the HMD and devices at the student end were connected to secure institutional Wi-Fi and accessed via University accounts. Also, access to the audio-visual stream was controlled by the technical facilitator, and the students were located in a supervised tutorial room. It would be essential to control both access to the tutorial and the environment to which it is broadcast to maintain confidentiality.

Limitations

Our study design has a number of limitations. It is non-comparative, and thus we are unable to draw conclusions regarding the relative learning experience or efficacy associated with tutorials delivered via the HoloLens device and the more traditional in-person bedside tutorials. Additionally, the different assessment methods between the MCQs and end of year examinations make direct measurement of knowledge retention difficult. The number of patients involved in the study was relatively small, and thus interpretation of both quantitative and qualitative data must be viewed in this context, and the generalisability of the data is low. The feedback from the tutor and tutorial facilitator must be viewed in the context that they were study investigators.

There are a number of limitations specific to research involving the HoloLens. Common limitations in studying the learning effects of the HoloLens in tested roles include the absence of validated measures and comprehensive evaluation instruments. Unlike other technologies, there are no benchmarks, datasets, or standard standardized protocols to specifically evaluate augmented reality systems, experiences, and methodologies [ 48 , 49 , 50 ]. Although the viewpoint offered to the students by the HoloLens allows the students to appreciate what the tutor is demonstrating, one drawback to this is that the focus of attention is primarily controlled by the tutor, and thus it is difficult for the tutorial to challenge the students to select the relevant areas to attend to. Depending on the tutorial topic and structure, an ideal virtual format may provide three perspectives: the tutors view, a third person view of the clinical encounter, and where applicable, an instrument’s view.

Regarding the generalisability of our study to other tutorial topics, the appreciation of clinical signs which would require palpation or auscultation would be beyond the current capabilities of the HoloLens 2 and therefore, careful tutorial design and topic selection is necessary.

Our results demonstrate the feasibility of facilitating remote bedside tutorials on preoperative anaesthetic assessment using the HoloLens 2. The tutorial structure was found to be agreeable to students, patients, and tutors. Provision of tutorials in the format described in this study may be an option for situations where students’ access to live bedside tutorials are limited. However, further research is required to characterise the role, potential and limitations of incorporating Mixed Reality into clinical medical education in a broader context. Poor audio-visual quality and lack of hands-on practice were found to be the most frequent issues identified in our study and may be significant limitations to the use of this technology in wider medical education. There are significant costs involved in developing the infrastructure and expertise necessary to provide tutorials in this format. Prior to this technology being adopted by educational institutions, we recommend the completion studies to compare the learning efficacy of MR facilitated remote tutorials and traditional in-person bedside tutorials.

Availability of data and materials

The datasets used and/or analysed during the current study are available from the corresponding author on reasonable request.

Abbreviations

• Augmented Reality

Evaluation of Technology-Enhanced Learning Materials: Learner Perceptions

Head-Mounted Display

Interquartile Range

Multiple Choice Question

• Mixed Reality

Objective Structured Clinical Examination

Standard Deviation

Keifenheim KE, Teufel M, Ip J, Speiser N, Leehr EJ, Zipfel S, et al. Teaching history taking to medical students: a systematic review. BMC Med Educ. 2015;15(1):159.

Article   Google Scholar  

Wessely S. Making doctors: an institutional apprenticeship. BMJ. 1998;316(7132):713.

Dornan T, Tan N, Boshuizen H, Gick R, Isba R, Mann K, et al. How and what do medical students learn in clerkships? Experience based learning (ExBL). Adv Health Sci Educ Theory Pract. 2014;19(5):721–49.

Stone MJ. The wisdom of sir William Osler. Am J Cardiol. 1995;75(4):269–76.

Walsh K. E-learning in medical education: the potential environmental impact. Educ Prim Care. 2018;29(2):104–6.

Sherpa JR, Donahue L, Tsai J, Nguemeni Tiako MJ. The planetary benefit of suspending USMLE step 2 CS: estimating carbon emissions associated with US medical Students' travel to testing centers. Yale J Biol Med. 2023;96(2):185–8.

Sharma D, Rizzo J, Nong Y, et al. Virtual Learning Decreases the Carbon Footprint of Medical Education. Dermatol Ther (Heidelb). 2024;14(4):853–9. https://doi.org/10.1007/s13555-024-01120-4 .

Medical Schools Council. The expansion of medical student numbers in the United Kingdom. London: MSC; 2021. Available at https://www.medschools.ac.uk/media/2899/the-expansion-of-medical-student-numbers-in-the-unitedkingdom-msc-position-paper-october-2021.pdf . Accessed April 2024.

Harries AJ, Lee C, Jones L, Rodriguez RM, Davis JA, Boysen-Osborn M, et al. Effects of the COVID-19 pandemic on medical students: a multicenter quantitative study. BMC Med Educ. 2021;21(1):14.

Choi B, Jegatheeswaran L, Minocha A, Alhilani M, Nakhoul M, Mutengesa E. The impact of the COVID-19 pandemic on final year medical students in the United Kingdom: a national survey. BMC Med Educ. 2020;20(1):206.

Bandura A. Social learning theory. Oxford: Prentice-Hall; 1977.

Irby DM. Clinical teaching and the clinical teacher. J Med Educ. 1986;61(9 Pt 2):35–45.

Google Scholar  

Horsburgh J, Ippolito K. A skill to be worked at: using social learning theory to explore the process of learning from role models in clinical settings. BMC Med Educ. 2018;18(1):156.

Park J, Woodrow SI, Reznick RK, Beales J, MacRae HM. Observation, reflection, and reinforcement: surgery faculty members' and residents' perceptions of how they learned professionalism. Acad Med. 2010;85(1):134–9.

Dennick R. Constructivism: reflections on twenty five years teaching the constructivist approach in medical education. Int J Med Educ. 2016;7:200–5.

Steffe LP, Gale J, editors. Constructivism in education. 1st ed. New York: Routledge; 1995.

Kulasegaram KM, Martimianakis MA, Mylopoulos M, Whitehead CR, Woods NN. Cognition before curriculum: rethinking the integration of basic science and clinical learning. Acad Med. 2013;88(10):1578–85.

Wijnen-Meijer M, van den Broek S, Koens F, ten Cate O. Vertical integration in medical education: the broader perspective. BMC Med Educ. 2020;20(1):509.

Brauer DG, Ferguson KJ. The integrated curriculum in medical education: AMEE guide no. 96. Medical Teacher. 2015;37(4):312–22.

Azuma RT. A survey of augmented reality. Presence: teleoperat virt environ. 1997;6(4):355–85.

Hu HZ, Feng XB, Shao ZW, Xie M, Xu S, Wu XH, et al. Application and Prospect of mixed reality Technology in Medical Field. Curr Med Sci. 2019;39(1):1–6.

Garzón J, Pavón J, Baldiris S. Systematic review and meta-analysis of augmented reality in educational settings. Virt Real. 2019;23(4):447–59.

Hantono BS, Nugroho LE, Santosa PI, editors. Meta-Review of Augmented Reality in Education. 2018 10th International Conference on Information Technology and Electrical Engineering (ICITEE); 2018 24–26 July 2018.

Hanna MG, Ahmed I, Nine J, Prajapati S, Pantanowitz L. Augmented Reality Technology Using Microsoft HoloLens in Anatomic Pathology. Arch Pathol Lab Med. 2018;142(5):638-644. https://doi.org/10.5858/arpa.2017-0189-OA .

Eckert M, Volmerg JS, Friedrich CM. Augmented reality in medicine: systematic and bibliographic review. JMIR Mhealth Uhealth. 2019;7(4):e10967.

Mill T, Parikh S, Allen A, Dart G, Lee D, Richardson C, et al. Live streaming ward rounds using wearable technology to teach medical students: a pilot study. BMJ Simul Technol Enhanc Learn. 2021;7(6):494–500.

Lia H, Paulin G, Yi N, Haq H, Emmanuel S, Ludig K, Keri Z, Lasso A, Yeo C, Andrews J, Fichtinger G. HoloLens in suturing training. Proc. SPIE 10576, Medical Imaging 2018: Image-Guided Procedures, Robotic Interventions, and Modeling, 2018;1057628. https://doi.org/10.1117/12.2293934 .

Carmigniani J, Furht B, Anisetti M, Ceravolo P, Damiani E, Ivkovic M. Augmented reality technologies, systems and applications. Multimed Tools Appl. 2011;51(1):341–77.

Silvero Isidre A, Friederichs H, Müther M, Gallus M, Stummer W, Holling M. Mixed reality as a teaching tool for medical students in neurosurgery. Med Int. 2023;59(10)

Kolecki R, Pręgowska A, Dąbrowa J, Skuciński J, Pulanecki T, Walecki P, et al. Assessment of the utility of mixed reality in medical education. Translat Res Anatom. 2022;28:100214.

Robinson BL, Mitchell TR, Brenseke BM. Evaluating the use of mixed reality to teach gross and microscopic respiratory anatomy. Med Sci Educ. 2020;30(4):1745–8.

Maniam P, Schnell P, Dan L, Portelli R, Erolin C, Mountain R, et al. Exploration of temporal bone anatomy using mixed reality (HoloLens): development of a mixed reality anatomy teaching resource prototype. J Vis Commun Med. 2020;43(1):17–26.

Kumar N, Pandey S, Rahman E. A novel three-dimensional interactive virtual face to facilitate facial anatomy teaching using Microsoft HoloLens. Aesth Plast Surg. 2021;45(3):1005–11.

Cipresso P, Giglioli IAC, Raya MA, Riva G. The Past, Present, and Future of Virtual and Augmented Reality Research: A Network and Cluster Analysis of the Literature. Front Psychol. 2018;9:2086. https://doi.org/10.3389/fpsyg.2018.02086 .

Quarles J, Lampotang S, Fischler I, Fishwick P, Lok B. Scaffolded learning with mixed reality. Comput Graph. 2009;33(1):34–46.

Palumbo A. Microsoft HoloLens 2 in medical and healthcare context: state of the art and future prospects. Sensors (Basel). 2022;22(20)

University College Cork. Book of Modules 2023. [Internet]. Cork. Cited March 2024. Available from: https://ucc-ie-public.courseleaf.com/modules /.

University College Cork School of Medicine. Medicine (Graduate Entry) (MB, BCh, BAO Degrees) - CK791 Programme Requirements 2023. [Internet]. Cork. Cited March 2024. Available from: https://ucc-iepublic.courseleaf.com/programmes/bmbbg/#programmerequirementstext .

University College Cork School of Medicine. Medicine (MB, BCh, BAO Degrees) - CK701 Programme Requirements 2023. Internet. CorkCited March 2024. Available from: https://ucc-ie-public.courseleaf.com/programmes/bmbb/#programmerequirementstext .

Microsoft Corporation. HoloLens Tips 2023. Internet. [Internet]. Cited March 2024. Available from: https://www.microsoft.com/en-us/p/hololens-tips/9pd4cxkklc47?activetab=pivot:overviewtab .

Microsoft Corporation. Infrastructure Guidelines for HoloLens. Microsoft Learn. [Internet]. Cited October 2022. Available from: https://learn.microsoft.com/en-us/hololens/hololens-commercial-infrastructure .

Cook DA, Ellaway RH. Evaluating technology-enhanced learning: A comprehensive framework. Med Teach. 2015;37(10):961–70.

Thompson Burdine J, Thorne S, Sandhu G. Interpretive description: A flexible qualitative methodology for medical education research. Med Educ. 2021;55(3):336–43.

Clarke V, Braun V. Teaching thematic analysis: overcoming challenges and developing strategies for effective learning. Psychol. 2013;26:120–3.

Lingard L. Beyond the default colon: effective use of quotes in qualitative research. Perspect Med Educ. 2019;8(6):360–4.

Tang YM, Chau KY, Kwok APK, Zhu T, Ma X. A systematic review of immersive technology applications for medical practice and education - trends, application areas, recipients, teaching contents, evaluation methods, and performance. Educ Res Rev. 2022;35:100429.

Pennell CE, Kluckow H, Chen SQ, Wisely KM, Walker BL. Live-streamed ward rounds: a tool for clinical teaching during the COVID-19 pandemic. Med J Aust. 2020;213(7):306–8.e1.

Herron J. Augmented reality in medical education and training. J Electron Resour Med Libr. 2016;13:1–5.

Gerup J, Soerensen CB, Dieckmann P. Augmented reality and mixed reality for healthcare education beyond surgery: an integrative review. Int J Med Educ. 2020;11:1–18.

Barsom EZ, Graafland M, Schijven MP. Systematic review on the effectiveness of augmented reality applications in medical training. Surg Endosc. 2016;30(10):4174–83.

Download references

Acknowledgements

The authors would like to acknowledge the assistance from members of the UCC College of Medicine and Health, including Dr. Colm O’Tuathaigh, Dr. Gabriella Rizzo, Dr. Pat Henn and Professor Paula O’Leary, as well as Ms. Michelle Donovan in the UCC Centre for Digital Education.

This study received funding and research support through the UCC Learning Analytics LITE programme, which is funded through the Strategic Alignment of Teaching and Learning Enhancement fund. The UCC Learning Analytics LITE programme provided logistical and research support in study design and funds were used to hire assistance in data interpretation.

This study also received funding from the UCC College of Medicine and Health which was utilised to purchase the HoloLens 2 Device and associated licences.

Author information

Authors and affiliations.

Cork University Hospital and University College Cork, Cork, Ireland

Murray Connolly, Gabriella Iohom, Corina Soare & George Shorten

University College Cork, Cork, Ireland

Niall O’Brien & James Volz

Cork University Hospital, Cork, Ireland

Aogán O’Muircheartaigh, Paschalitsa Serchan, Agatha Biculescu, Kedar Govind Gadre & Laura Griseto

You can also search for this author in PubMed   Google Scholar

Contributions

MC lead the design of the study, carried out the tutorials, analysed both quantitative and qualitative data and was the primary author of the manuscript. GI contributed to the design of the study, the student examinations contributed to writing the manuscript. NOB contributed to the technical and logistical design of the study and acted as technical facilitator for the tutorials and contributed to manuscript composition. JV designed, completed and analysed the semi-structured student interviews and contributed to manuscript composition. AOM, PS, AB, LG and supervised and analysed student examination data. KGG analysed student demographic data and student examination data. CS contributed to initial evaluation of the HoloLens device and tutorial design. GS played a central role in study design and completion and was a major contributor in manuscript composition.

Corresponding author

Correspondence to Murray Connolly .

Ethics declarations

Ethics approval and consent to participate.

This study was approved by the Clinical Research Ethic Committee of the Cork Teaching Hospitals, and the University College Cork Research and Postgraduate Affairs Committee. All methods were carried out in accordance with guidelines and regulations as set out by the ethics and research committees. All participants provided informed consent to participate in the study.

Consent for publication

All participants including students, patients, tutor and technical facilitator provided written informed consent prior to inclusion in the study. Participants who’s identifiable images are included provided informed consent for publication of identifiable information/ images in an open access journal.

Competing interests

The authors declare no competing interests.

Additional information

Publisher’s note.

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Supplementary Information

Additional file 1., additional file 2., additional file 3., additional file 4., additional file 5., rights and permissions.

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article's Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article's Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ . The Creative Commons Public Domain Dedication waiver ( http://creativecommons.org/publicdomain/zero/1.0/ ) applies to the data made available in this article, unless otherwise stated in a credit line to the data.

Reprints and permissions

About this article

Cite this article.

Connolly, M., Iohom, G., O’Brien, N. et al. Delivering clinical tutorials to medical students using the Microsoft HoloLens 2: A mixed-methods evaluation. BMC Med Educ 24 , 498 (2024). https://doi.org/10.1186/s12909-024-05475-2

Download citation

Received : 09 March 2023

Accepted : 26 April 2024

Published : 04 May 2024

DOI : https://doi.org/10.1186/s12909-024-05475-2

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

• Medical Education

BMC Medical Education

ISSN: 1472-6920

• Submission enquiries: [email protected]
• General enquiries: [email protected]