report qualitative research

• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• Qualitative Methods
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• Executive Summary
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

The word qualitative implies an emphasis on the qualities of entities and on processes and meanings that are not experimentally examined or measured [if measured at all] in terms of quantity, amount, intensity, or frequency. Qualitative researchers stress the socially constructed nature of reality, the intimate relationship between the researcher and what is studied, and the situational constraints that shape inquiry. Such researchers emphasize the value-laden nature of inquiry. They seek answers to questions that stress how social experience is created and given meaning. In contrast, quantitative studies emphasize the measurement and analysis of causal relationships between variables, not processes. Qualitative forms of inquiry are considered by many social and behavioral scientists to be as much a perspective on how to approach investigating a research problem as it is a method.

Denzin, Norman. K. and Yvonna S. Lincoln. “Introduction: The Discipline and Practice of Qualitative Research.” In The Sage Handbook of Qualitative Research . Norman. K. Denzin and Yvonna S. Lincoln, eds. 3 rd edition. (Thousand Oaks, CA: Sage, 2005), p. 10.

Characteristics of Qualitative Research

Below are the three key elements that define a qualitative research study and the applied forms each take in the investigation of a research problem.

• Naturalistic -- refers to studying real-world situations as they unfold naturally; non-manipulative and non-controlling; the researcher is open to whatever emerges [i.e., there is a lack of predetermined constraints on findings].
• Emergent -- acceptance of adapting inquiry as understanding deepens and/or situations change; the researcher avoids rigid designs that eliminate responding to opportunities to pursue new paths of discovery as they emerge.
• Purposeful -- cases for study [e.g., people, organizations, communities, cultures, events, critical incidences] are selected because they are “information rich” and illuminative. That is, they offer useful manifestations of the phenomenon of interest; sampling is aimed at insight about the phenomenon, not empirical generalization derived from a sample and applied to a population.

The Collection of Data

• Data -- observations yield a detailed, "thick description" [in-depth understanding]; interviews capture direct quotations about people’s personal perspectives and lived experiences; often derived from carefully conducted case studies and review of material culture.
• Personal experience and engagement -- researcher has direct contact with and gets close to the people, situation, and phenomenon under investigation; the researcher’s personal experiences and insights are an important part of the inquiry and critical to understanding the phenomenon.
• Empathic neutrality -- an empathic stance in working with study respondents seeks vicarious understanding without judgment [neutrality] by showing openness, sensitivity, respect, awareness, and responsiveness; in observation, it means being fully present [mindfulness].
• Dynamic systems -- there is attention to process; assumes change is ongoing, whether the focus is on an individual, an organization, a community, or an entire culture, therefore, the researcher is mindful of and attentive to system and situational dynamics.

The Analysis

• Unique case orientation -- assumes that each case is special and unique; the first level of analysis is being true to, respecting, and capturing the details of the individual cases being studied; cross-case analysis follows from and depends upon the quality of individual case studies.
• Inductive analysis -- immersion in the details and specifics of the data to discover important patterns, themes, and inter-relationships; begins by exploring, then confirming findings, guided by analytical principles rather than rules.
• Holistic perspective -- the whole phenomenon under study is understood as a complex system that is more than the sum of its parts; the focus is on complex interdependencies and system dynamics that cannot be reduced in any meaningful way to linear, cause and effect relationships and/or a few discrete variables.
• Context sensitive -- places findings in a social, historical, and temporal context; researcher is careful about [even dubious of] the possibility or meaningfulness of generalizations across time and space; emphasizes careful comparative case study analysis and extrapolating patterns for possible transferability and adaptation in new settings.
• Voice, perspective, and reflexivity -- the qualitative methodologist owns and is reflective about her or his own voice and perspective; a credible voice conveys authenticity and trustworthiness; complete objectivity being impossible and pure subjectivity undermining credibility, the researcher's focus reflects a balance between understanding and depicting the world authentically in all its complexity and of being self-analytical, politically aware, and reflexive in consciousness.

Berg, Bruce Lawrence. Qualitative Research Methods for the Social Sciences . 8th edition. Boston, MA: Allyn and Bacon, 2012; Denzin, Norman. K. and Yvonna S. Lincoln. Handbook of Qualitative Research . 2nd edition. Thousand Oaks, CA: Sage, 2000; Marshall, Catherine and Gretchen B. Rossman. Designing Qualitative Research . 2nd ed. Thousand Oaks, CA: Sage Publications, 1995; Merriam, Sharan B. Qualitative Research: A Guide to Design and Implementation . San Francisco, CA: Jossey-Bass, 2009.

Basic Research Design for Qualitative Studies

Unlike positivist or experimental research that utilizes a linear and one-directional sequence of design steps, there is considerable variation in how a qualitative research study is organized. In general, qualitative researchers attempt to describe and interpret human behavior based primarily on the words of selected individuals [a.k.a., “informants” or “respondents”] and/or through the interpretation of their material culture or occupied space. There is a reflexive process underpinning every stage of a qualitative study to ensure that researcher biases, presuppositions, and interpretations are clearly evident, thus ensuring that the reader is better able to interpret the overall validity of the research. According to Maxwell (2009), there are five, not necessarily ordered or sequential, components in qualitative research designs. How they are presented depends upon the research philosophy and theoretical framework of the study, the methods chosen, and the general assumptions underpinning the study. Goals Describe the central research problem being addressed but avoid describing any anticipated outcomes. Questions to ask yourself are: Why is your study worth doing? What issues do you want to clarify, and what practices and policies do you want it to influence? Why do you want to conduct this study, and why should the reader care about the results? Conceptual Framework Questions to ask yourself are: What do you think is going on with the issues, settings, or people you plan to study? What theories, beliefs, and prior research findings will guide or inform your research, and what literature, preliminary studies, and personal experiences will you draw upon for understanding the people or issues you are studying? Note to not only report the results of other studies in your review of the literature, but note the methods used as well. If appropriate, describe why earlier studies using quantitative methods were inadequate in addressing the research problem. Research Questions Usually there is a research problem that frames your qualitative study and that influences your decision about what methods to use, but qualitative designs generally lack an accompanying hypothesis or set of assumptions because the findings are emergent and unpredictable. In this context, more specific research questions are generally the result of an interactive design process rather than the starting point for that process. Questions to ask yourself are: What do you specifically want to learn or understand by conducting this study? What do you not know about the things you are studying that you want to learn? What questions will your research attempt to answer, and how are these questions related to one another? Methods Structured approaches to applying a method or methods to your study help to ensure that there is comparability of data across sources and researchers and, thus, they can be useful in answering questions that deal with differences between phenomena and the explanation for these differences [variance questions]. An unstructured approach allows the researcher to focus on the particular phenomena studied. This facilitates an understanding of the processes that led to specific outcomes, trading generalizability and comparability for internal validity and contextual and evaluative understanding. Questions to ask yourself are: What will you actually do in conducting this study? What approaches and techniques will you use to collect and analyze your data, and how do these constitute an integrated strategy? Validity In contrast to quantitative studies where the goal is to design, in advance, “controls” such as formal comparisons, sampling strategies, or statistical manipulations to address anticipated and unanticipated threats to validity, qualitative researchers must attempt to rule out most threats to validity after the research has begun by relying on evidence collected during the research process itself in order to effectively argue that any alternative explanations for a phenomenon are implausible. Questions to ask yourself are: How might your results and conclusions be wrong? What are the plausible alternative interpretations and validity threats to these, and how will you deal with these? How can the data that you have, or that you could potentially collect, support or challenge your ideas about what’s going on? Why should we believe your results? Conclusion Although Maxwell does not mention a conclusion as one of the components of a qualitative research design, you should formally conclude your study. Briefly reiterate the goals of your study and the ways in which your research addressed them. Discuss the benefits of your study and how stakeholders can use your results. Also, note the limitations of your study and, if appropriate, place them in the context of areas in need of further research.

Chenail, Ronald J. Introduction to Qualitative Research Design. Nova Southeastern University; Heath, A. W. The Proposal in Qualitative Research. The Qualitative Report 3 (March 1997); Marshall, Catherine and Gretchen B. Rossman. Designing Qualitative Research . 3rd edition. Thousand Oaks, CA: Sage, 1999; Maxwell, Joseph A. "Designing a Qualitative Study." In The SAGE Handbook of Applied Social Research Methods . Leonard Bickman and Debra J. Rog, eds. 2nd ed. (Thousand Oaks, CA: Sage, 2009), p. 214-253; Qualitative Research Methods. Writing@CSU. Colorado State University; Yin, Robert K. Qualitative Research from Start to Finish . 2nd edition. New York: Guilford, 2015.

Strengths of Using Qualitative Methods

The advantage of using qualitative methods is that they generate rich, detailed data that leave the participants' perspectives intact and provide multiple contexts for understanding the phenomenon under study. In this way, qualitative research can be used to vividly demonstrate phenomena or to conduct cross-case comparisons and analysis of individuals or groups.

Among the specific strengths of using qualitative methods to study social science research problems is the ability to:

• Obtain a more realistic view of the lived world that cannot be understood or experienced in numerical data and statistical analysis;
• Provide the researcher with the perspective of the participants of the study through immersion in a culture or situation and as a result of direct interaction with them;
• Allow the researcher to describe existing phenomena and current situations;
• Develop flexible ways to perform data collection, subsequent analysis, and interpretation of collected information;
• Yield results that can be helpful in pioneering new ways of understanding;
• Respond to changes that occur while conducting the study ]e.g., extended fieldwork or observation] and offer the flexibility to shift the focus of the research as a result;
• Provide a holistic view of the phenomena under investigation;
• Respond to local situations, conditions, and needs of participants;
• Interact with the research subjects in their own language and on their own terms; and,
• Create a descriptive capability based on primary and unstructured data.

Anderson, Claire. “Presenting and Evaluating Qualitative Research.” American Journal of Pharmaceutical Education 74 (2010): 1-7; Denzin, Norman. K. and Yvonna S. Lincoln. Handbook of Qualitative Research . 2nd edition. Thousand Oaks, CA: Sage, 2000; Merriam, Sharan B. Qualitative Research: A Guide to Design and Implementation . San Francisco, CA: Jossey-Bass, 2009.

Limitations of Using Qualitative Methods

It is very much true that most of the limitations you find in using qualitative research techniques also reflect their inherent strengths . For example, small sample sizes help you investigate research problems in a comprehensive and in-depth manner. However, small sample sizes undermine opportunities to draw useful generalizations from, or to make broad policy recommendations based upon, the findings. Additionally, as the primary instrument of investigation, qualitative researchers are often embedded in the cultures and experiences of others. However, cultural embeddedness increases the opportunity for bias generated from conscious or unconscious assumptions about the study setting to enter into how data is gathered, interpreted, and reported.

Some specific limitations associated with using qualitative methods to study research problems in the social sciences include the following:

• Drifting away from the original objectives of the study in response to the changing nature of the context under which the research is conducted;
• Arriving at different conclusions based on the same information depending on the personal characteristics of the researcher;
• Replication of a study is very difficult;
• Research using human subjects increases the chance of ethical dilemmas that undermine the overall validity of the study;
• An inability to investigate causality between different research phenomena;
• Difficulty in explaining differences in the quality and quantity of information obtained from different respondents and arriving at different, non-consistent conclusions;
• Data gathering and analysis is often time consuming and/or expensive;
• Requires a high level of experience from the researcher to obtain the targeted information from the respondent;
• May lack consistency and reliability because the researcher can employ different probing techniques and the respondent can choose to tell some particular stories and ignore others; and,
• Generation of a significant amount of data that cannot be randomized into manageable parts for analysis.

Research Tip

Human Subject Research and Institutional Review Board Approval

Almost every socio-behavioral study requires you to submit your proposed research plan to an Institutional Review Board. The role of the Board is to evaluate your research proposal and determine whether it will be conducted ethically and under the regulations, institutional polices, and Code of Ethics set forth by the university. The purpose of the review is to protect the rights and welfare of individuals participating in your study. The review is intended to ensure equitable selection of respondents, that you have met the requirements for obtaining informed consent , that there is clear assessment and minimization of risks to participants and to the university [read: no lawsuits!], and that privacy and confidentiality are maintained throughout the research process and beyond. Go to the USC IRB website for detailed information and templates of forms you need to submit before you can proceed. If you are  unsure whether your study is subject to IRB review, consult with your professor or academic advisor.

Chenail, Ronald J. Introduction to Qualitative Research Design. Nova Southeastern University; Labaree, Robert V. "Working Successfully with Your Institutional Review Board: Practical Advice for Academic Librarians." College and Research Libraries News 71 (April 2010): 190-193.

Another Research Tip

Finding Examples of How to Apply Different Types of Research Methods

SAGE publications is a major publisher of studies about how to design and conduct research in the social and behavioral sciences. Their SAGE Research Methods Online and Cases database includes contents from books, articles, encyclopedias, handbooks, and videos covering social science research design and methods including the complete Little Green Book Series of Quantitative Applications in the Social Sciences and the Little Blue Book Series of Qualitative Research techniques. The database also includes case studies outlining the research methods used in real research projects. This is an excellent source for finding definitions of key terms and descriptions of research design and practice, techniques of data gathering, analysis, and reporting, and information about theories of research [e.g., grounded theory]. The database covers both qualitative and quantitative research methods as well as mixed methods approaches to conducting research.

SAGE Research Methods Online and Cases

NOTE :  For a list of online communities, research centers, indispensable learning resources, and personal websites of leading qualitative researchers, GO HERE .

For a list of scholarly journals devoted to the study and application of qualitative research methods, GO HERE .

• << Previous: 6. The Methodology
• Next: Quantitative Methods >>
• Last Updated: May 18, 2024 11:38 AM
• URL: https://libguides.usc.edu/writingguide

• UNC Libraries
• HSL Subject Research
• Qualitative Research Resources
• Writing Up Your Research

Qualitative Research Resources: Writing Up Your Research

Created by health science librarians.

• What is Qualitative Research?
• Qualitative Research Basics
• Special Topics
• Training Opportunities: UNC & Beyond
• Help at UNC
• Qualitative Software for Coding/Analysis
• Software for Audio, Video, Online Surveys
• Finding Qualitative Studies
• Assessing Qualitative Research

About this Page

Writing conventions for qualitative research, sample size/sampling:.

• Integrating Qualitative Research into Systematic Reviews
• Publishing Qualitative Research
• Presenting Qualitative Research
• Qualitative & Libraries: a few gems
• Data Repositories

Why is this information important?

• The conventions of good writing and research reporting are different for qualitative and quantitative research.
• Your article will be more likely to be published if you make sure you follow appropriate conventions in your writing.

On this page you will find the following helpful resources:

• Articles with information on what journal editors look for in qualitative research articles.
• Articles and books on the craft of collating qualitative data into a research article.

These articles provide tips on what journal editors look for when they read qualitative research papers for potential publication.  Also see Assessing Qualitative Research tab in this guide for additional information that may be helpful to authors.

Belgrave, L., D. Zablotsky and M.A. Guadagno.(2002). How do we talk to each other? Writing qualitative research for quantitative readers . Qualitative Health Research , 12(10),1427-1439.

Hunt, Brandon. (2011) Publishing Qualitative Research in Counseling Journals . Journal of Counseling and Development 89(3):296-300.

Fetters, Michael and Dawn Freshwater. (2015). Publishing a Methodological Mixed Methods Research Article. Journal of Mixed Methods Research 9(3): 203-213.

Koch, Lynn C., Tricia Niesz, and Henry McCarthy. (2014). Understanding and Reporting Qualitative Research: An Analytic Review and Recommendations for Submitting Authors. Rehabilitation Counseling Bulletin 57(3):131-143.

Morrow, Susan L. (2005) Quality and Trustworthiness in Qualitative Research in Counseling Psychology ; Journal of Counseling Psychology 52(2):250-260.

Oliver, Deborah P. (2011) "Rigor in Qualitative Research." Research on Aging 33(4): 359-360.

Sandelowski, M., & Leeman, J. (2012). Writing usable qualitative health research findings . Qual Health Res, 22(10), 1404-1413.

Schoenberg, Nancy E., Miller, Edward A., and Pruchno, Rachel. (2011) The qualitative portfolio at The Gerontologist : strong and getting stronger. Gerontologist 51(3): 281-284.

Weaver-Hightower, M. B. (2019). How to write qualitative research . [e-book]

Sidhu, Kalwant, Roger Jones, and Fiona Stevenson (2017). Publishing qualitative research in medical journals. Br J Gen Pract ; 67 (658): 229-230. DOI: 10.3399/bjgp17X690821 PMID: 28450340

• This article is based on a workshop on publishing qualitative studies held at the Society for Academic Primary Care Annual Conference, Dublin, July 2016.

Smith, Mary Lee.(1987) Publishing Qualitative Research. American Educational Research Journal 24(2): 173-183.

Tong, Allison, Sainsbury, Peter, Craig, Jonathan ; Consolidated criteria for reporting qualitative research (COREQ): a 32-item checklist for interviews and focus groups , International Journal for Quality in Health Care , Volume 19, Issue 6, 1 December 2007, Pages 349–357, https://doi.org/10.1093/intqhc/mzm042 .

Tracy, Sarah. (2010) Qualitative Quality: Eight 'Big-Tent' Criteria for Excellent Qualitative Research. Qualitative Inquiry 16(10):837-51.

Because reviewers are not always familiar with qualitative methods, they may ask for explanation or justification of your methods when you submit an article. Because different disciplines,different qualitative methods, and different contexts may dictate different approaches to this issue, you may want to consult articles in your field and in target journals for publication.  Additionally, here are some articles that may be helpful in thinking about this issue. 

Bonde, Donna. (2013). Qualitative Interviews: When Enough is Enough . Research by Design.

Guest, Greg, Arwen Bunce, and Laura Johnson. (2006) How Many Interviews are Enough?: An Experiment with Data Saturation and Variability. Field Methods 18(1): 59-82.

Morse, Janice M. (2015) "Data Were Saturated..." Qualitative Health Research 25(5): 587-88 . doi:10.1177/1049732315576699.

Nelson, J. (2016) "Using Conceptual Depth Criteria: Addressing the Challenge of Reaching Saturation in Qualitative Research." Qualitative Research, December. doi:10.1177/1468794116679873.

Patton, Michael Quinn. (2015) "Chapter 5: Designing Qualitative Studies, Module 30 Purposeful Sampling and Case Selection. In Qualitative Research & Evaluation Methods: Integrating Theory and Practice, Fourth edition, pp. 264-72. Thousand Oaks, California: SAGE Publications, Inc. ISBN: 978-1-4129-7212-3

Small, Mario Luis. (2009) 'How Many Cases Do I Need?': On Science and the Logic of Case-Based Selection in Field-Based Research. Ethnography 10(1): 538.

Search the UNC-CH catalog for books about qualitative writing . Selected general books from the catalog are listed below. If you are a researcher at another institution, ask your librarian for assistance locating similar books in your institution's catalog or ordering them via InterLibrary Loan.  

Oft quoted and food for thought

• Morse, J. M. (1997). " Perfectly healthy, but dead": the myth of inter-rater reliability. DOI:10.1177/104973239700700401 Editorial
• Silberzahn, R., Uhlmann, E. L., Martin, D. P., Anselmi, P., Aust, F., Awtrey, E., ... & Carlsson, R. (2018). Many analysts, one data set: Making transparent how variations in analytic choices affect results. Advances in Methods and Practices in Psychologi
• << Previous: Assessing Qualitative Research
• Next: Integrating Qualitative Research into Systematic Reviews >>
• Last Updated: May 14, 2024 12:50 PM
• URL: https://guides.lib.unc.edu/qual

• 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 Papyrology
• Greek and Roman Epigraphy
• Greek and Roman Law
• 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 Evolution
• Language Reference
• Language Acquisition
• 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 (Romanticism)
• Literary Studies (American)
• Literary Studies (Asian)
• Literary Studies (European)
• Literary Studies (Eco-criticism)
• 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 Media
• Music and Religion
• 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 Language
• Philosophy of Mind
• Philosophy of Perception
• Philosophy of Science
• 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
• Clinical Neuroscience
• 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
• Community Medical Services
• Critical Care
• Emergency Medicine
• Forensic Medicine
• Haematology
• History of Medicine
• Browse content in Medical Skills
• Clinical Skills
• Communication Skills
• Nursing Skills
• Surgical Skills
• Browse content in Medical Dentistry
• Oral and Maxillofacial Surgery
• Paediatric Dentistry
• Restorative Dentistry and Orthodontics
• Surgical Dentistry
• 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 Ethics
• Business Strategy
• Business History
• Business and Technology
• Business and Government
• 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 History
• Economic Systems
• 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 Behaviour
• Political Economy
• Political Institutions
• Political Methodology
• Political Communication
• Political Philosophy
• Political Sociology
• Political Theory
• Politics and Law
• Public Policy
• Public Administration
• 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

A newer edition of this book is available.

• < Previous chapter
• Next chapter >

31 Writing Up Qualitative Research

Jane F. Gilgun, School of Social Work, University of Minnesota, Twin Cities

• Published: 04 August 2014
• Cite Icon Cite
• Permissions Icon Permissions

This chapter provides guidelines for writing journal articles based on qualitative approaches. The guidelines are part of the tradition of the Chicago School of Sociology and the author’s experience as a writer and reviewer. The guidelines include understanding experiences in context, immersion, interpretations grounded in accounts of informants’ lived experiences, and research as action-oriented. The chapter also covers writing articles that report findings based on ethnographies, autoethnographies, performances, poetry, and photography and other graphic media.

How researchers write up results for journal publications depends on the purposes of the research and the methodologies they use. Some topics are standard, such as statements about methods and methodologies, but how to represent other topics, like related research and theory, reflexivity, and informants’ accounts, may vary. For example, articles based on ethnographic research may be structured differently from writing up research whose purpose is theory development. Journal editors and reviewers often are familiar with variations in style of write-ups, but, when they are not, they may ask for modifications that violate the methodological principles of the research. A common reviewer request is for percentages, which has little meaning in almost all forms of qualitative research because the purpose of the research is to identify patterns of meanings and not distributions of variables. For example, Irvine’s (2013) ethnography of the meanings of pets to homeless people shows a variety of meaning without giving the number of participants from which she drew.

Authors sometimes move easily through the review process, but most often they do not, not only because reviewers might not “get it,” but also because authors have left out, underemphasized, or been less than clear about aspects of their research that reviewers and editors believe are important. Working with editors and reviewers frequently results in improved articles.

The purpose of this chapter is to provide guidelines for writing journal articles based on qualitative approaches. My intended audience is composed of researchers, reviewers for journals, and journal editors. Reviewers for funding agencies may also find this chapter useful. I use the terms “journal article” and “research report” as synonyms, even though some journal articles are not reports of research. I have derived the guidelines from ideas associated with the Chicago School of Sociology and my experience as an author and reviewer. Although the Chicago School was, as Becker (1999) wrote, “open to various ways of doing sociology” (p. 10), the ideas in this chapter are part of the tradition, but they are not representative of the entire tradition. Furthermore, the ideas are not fixed but are open-ended because they evolve over time. I have followed the principles of the Chicago School of Sociology throughout my career, augmented by updates to these ideas, experiments with other traditions, and the sense I make of my own experiences as researcher, author, and reviewer.

The ideas on which I draw include understanding experiences in context, immersion, interpretations grounded in accounts of informants’ lived experiences, and research as action-oriented ( Bulmer, 1984 ; Faris, 1967 ; Gilgun, 1999 d ; 2005 a ; 2012 a ; 2013 b ). To follow these principles, researchers do in-depth studies that take into account the multiple contextual factors that influence meanings and interpretations, seek multiple points of view, and often use multiple methods such as interviews, observations, and document analysis. Researchers do this style of research not only because what they learn is interesting, but because they want to do useful research; that is, research that leads to social actions and even transformations in policies, programs, and interventions. Authors and reviewers pay attention to these principles. Authors convey them in their write-ups, and reviewers look for them as they develop their appraisals.

Excellent writing up of qualitative research matches these principles. In other words, write-ups convey lived experience within multiple contexts, multiple points of view, and analyses that deepen understandings. In addition, if the research is applied, then authors write about how findings may contribute to quality of life. Qualitative researchers from other traditions may follow similar or different guidelines in their write-ups, and I sometimes note other styles of write-ups. Often these variations are related to terminology and not procedures. The reach of the Chicago School of Sociology is wide and deep.

Following these guidelines does not guarantee an easy review process, but this article will be helpful to researchers as they plan and craft their articles and as they respond to reviewers’ and editors’ comments. After almost thirty years of publishing research based on qualitative approaches, almost as many years as a reviewer, and the editing of three collections of qualitative research reports ( Gilgun, Daly, & Handel, 1992 ; Gilgun & Sussman, 1996 : Gilgun & Sands, 2012 ), I am positioned to offer helpful guidelines, not only to authors but also to reviewers and journal editors.

I begin this chapter with a discussion of general principles and then cover the content of typical sections of research reports. Some of the general material fits into various sections of reports, such as methods and findings. In those cases, I do not repeat material already covered and assume that my writing is clear enough so that readers know how the general material fits into particular sections of articles.

Although most of this chapter addresses the writing of conventional research reports, I also cover writing articles that report findings through ethnographies, autoethnographies, performances, poetry, and photography and other graphic media. Ethnographies are based on researchers’ immersion in the field, where they do extensive observations, interviews, and often document analysis (see Block, 2012 ). Geertz’s (1973) notion of “thick description” is associated with ethnographies. Thick description is characterized by research reports that show the matrix of meanings that researchers identify and attempt to represent in their reports. Autoethnographies are in-depth reflective accounts of individual lives that the narrators themselves write ( Ellis, 2009 ). Ethnographies and autoethnographies involve reflections on meanings, contexts, and other wider influences on individual lives. They are studies of intersections of individual lives and wider cultural themes and practices. Reports of these types of research can look different from conventional research reports in that they appear less formal; the usual sections of methods, literature review, findings, and analysis may have different names; and the sections may be in places that fit the logical flow of the research and not the typical structure of introductory material, methods, results, and discussion. Despite these superficial differences, researchers who write these kinds of articles seek to deepen understandings and hope to move audiences to action through conveying lived experience in context and through multiple points of view. They also typically seek transformations of persons and societies. Links between these forms of research and Chicago School traditions are self-evident.

Some General Principles

Research reports that have these characteristics depend on the quality of the data on which the reports are based, the quality of the analysis, and the skills of researchers in conveying the analysis concisely and with “grab” ( Glaser, 1978 ), which means writing that is vivid and memorable ( Gilgun, 2005 b ). Grab brings findings to life. With grab, human experiences jump off the page. Priority is given to the voices of research participants, whom I call informants, with citations and the wisdom of other researchers providing important contextual information. The voices and analyses of researchers do not dominate ( Gilgun, 2005 c ), except in some articles whose purpose is theory development or the presentation of a theory. Researcher analyses often are important, especially in putting forth social action recommendations that stem from the experiences of informants.

A well-done report shows consistency between research traditions and the writing-up of research. For example, reflexivity statements, writing with grab, and copious excerpts from fieldnotes, interviews, and documents of various sorts are consistent with phenomenological approaches whose emphasis is on lived experience and interpretations that informants make of their experiences. Researchers new to qualitative research, however, often mix their traditions without realizing it, which works when the traditions are compatible. When the traditions are not compatible, the write-ups can be confusing and even contradictory ( Gilgun, 2005 d ). Some authors may write in distanced, third-person styles while attempting to convey informants’ lived experiences. These scholars may, therefore, have difficulty getting their articles accepted. Hopefully, this chapter will facilitate the writing of research reports that show consistency across their many parts and save scholars from rejections of work over which they have taken much care.

Details on These General Principles

In this section, I provide more detail on writing up qualitative research. I begin with a discussion of the need for high-quality data, high-quality analysis, and grab. I then move on to the details of the report, such as the place of prior research and theory, contents of methods sections, organization of findings, and the balance between descriptive material and authors’ interpretations. Dilemmas abound. Writing up qualitative research is not for the faint of heart.

High-Quality Data

Since qualitative researchers seek to understand the subjective experiences of research informants in various contexts, high-quality data result in large part from the degree that researchers practice immersion and to the degree that both researchers and informants develop rapport and engage with each other. Through active engagement, informants share their experiences with the kind of detail that brings their experiences to life. How to develop rapport is beyond the scope of this article, but openness and acceptance of whatever informants say are fundamental to engagement. Interviewers do not have to agree with the values that informants’ accounts convey, as when I interview murderers and rapists ( Gilgun, 2008 ), but we do maintain a neutrality that allows the dialogue to continue ( Gilgun & Anderson, 2013 ). The content of interviews is not about us and our preferences, but about understanding informants.

Prolonged engagement can result in quality data. In interview research, prolonged engagement allows for informants’ multiple perspectives to emerge, including inconsistencies, contradictions, ambiguities, and ambivalences. In addition, prolonged engagement facilitates the kind of trust needed for informants to share personal, sensitive information in detail, which are the kinds of data that qualitative researchers seek. Prolonged engagement also gives researchers time to reflect on what they are learning and experiencing through the interviews. This provides opportunities to develop new understandings and test new understandings through subsequent research. Their understandings thus deepen and broaden. Informants, too, can reflect, reconsider, and deepen the accounts they share.

Prolonged engagement means in-depth interviews, typically multiple interviews of more than an hour each. As mentioned earlier, time between interviews allows researchers and informants to reflect on the previous interview and prepare for the next. Researchers can do background reading, discuss emerging ideas with others, and formulate pertinent new questions. Informants may retrieve long-forgotten memories and interpretations through interviews. If they have only one interview, they have no opportunity to share with researchers the material that arises after the single interview is concluded.

There are exceptions to multiple interviews as necessary for immersion and high-quality data. When researchers have expertise in interviewing and when the topic is focused, one interview of between ninety minutes to two hours could provide some depth. Even under these conditions, however, more than one interview is ideal. I did a study that involved one ninety-minute interview with perpetrators of child sexual abuse in order to understand the circumstances under which their abusive behaviors became known to law enforcement. Thus, the interview was focused. The interviewees were volunteers who had talked about the topic many times in the course of their involvement in sex abuse treatment programs. They shared their stories with depth and breadth. I, too, was well-prepared. By then, I had had about twenty-five years of experience interviewing people about personal, sensitive topics. The informants provided accounts not only because the topic was focused, but because they were willing to share and I was willing to listen and to ask questions about their sexually abusive behaviors. With one interview, however, I knew relatively little about their social histories and general worldviews. Thus, I did not have the specifics necessary to place their accounts into context. The material they provided remained valuable and resulted in one publication ( Sharma & Gilgun, 2008 ) and others in planning stages. I prefer two or more interviews because of the importance of contextual data.

In observational studies, prolonged engagement means that researchers do multiple observations over time to obtain the nuances and details that compose human actions. Observational studies often have interview components and also may have document analysis as well. In document analysis, prolonged engagement means researchers base their analyses on an ample storehouse of documents and not just flit in and out of the documents. The quality of document analysis depends on whether the analysis shows multiple perspectives, patterns, and variations within patterns. Ethnographies have these characteristics. Block’s (2012) ethnographic research on AIDS orphans in Lesotho, Africa, is an example of a well-done ethnography.

Sample Size

In principle, the size of the sample and the depth of the interview affect whether researchers can claim immersion. The more depth and breadth each case in a study has, the smaller the sample size can be. For example, researchers can engage in immersion through a single in-depth case study when they do multiple interviews and if multiple facets of the case are examined. Case studies are investigations of single units. The case can be composed of an individual, a couple, a family, a group, a nation, or a region. Single case studies are useful in the illustration, development, and testing of theories, as well as in in-depth descriptions.

The more focused the questions, the larger the sample will be. A study on long-term marriage would require a minimum of two or three interviews because the topic is complicated. The sample would include at least ten participants and up to twenty or thirty, depending on the number of interviews, to account for some of the many patterns that are likely to emerge in a study of a topic this complex. In the one-interview study I did of how sexual abuse came to the notice of law enforcement, one interview was adequate because of the tight focus of the question. Yet, I used a sample size of thirty-two to maximize the possibility of identifying a variety of patterns, which the study accomplished. As mentioned, the one interview, however, did not allow me to contextualize the stories the informants told. Fortunately, I have another large sample that involved multiple, in-depth interviews in which informants discussed multiple contexts over time. This other study was helpful to me in understanding the accounts from the single-interview study.

Recruitment can be difficult. When it is, researchers may not be able to obtain an adequate sample. For example, a sample of seven participants engaging in a single sixty- to ninety-minute interview may not provide enough data on which to base a credible analysis. In a similar vein, articles based on a single or even a few focus groups may not provide enough depth to be informative. Some depth is possible if, in a single-interview study of less than fifteen or twenty interviewees, researchers meet with informants a second time to go over what researchers understand about informants’ accounts. This sometimes is called member-checking , and it provides additional data on which to base the analysis. In summary, the more depth and breadth to a study, the smaller the sample size can be—even as small as one or two—depending on the questions and the complexity of the cases.

Quality of the Analysis

A quality analysis begins with initial planning of the research and continues until the article is accepted for publication. An excellent research report has transparency , meaning the write-up is clear in what researchers did, how they did it, and why. I often tell students they can do almost anything reasonable and ethical, as long as they make a clear account in the write-up.

During planning, some researchers identify those concepts that they can use as sensitizing concepts once in the field. Transparency about the sources of sensitizing concepts characterizes well-done reports. The sources are literature reviews and reflexivity statements. Most researchers, however, have only a limited awareness of the importance of being clear about the sources of sensitizing concepts and other notions that become part of research coding schemes. Sensitizing concepts are notions that researchers identify before beginning their research and that help researchers notice and name social processes that they might not have noticed otherwise ( Blumer, 1986 ). Other researchers wait until data analysis to begin to identify concepts that they may use as codes and that may also become core concepts that organize findings. Either approach is acceptable and depends on purpose and methodologies.

During data collection, researchers reflect on what they are learning, typically talk to other researchers about their emerging understandings, and read relevant research and theory to enlarge and deepen their understandings. Researchers also keep fieldnotes that are a form of reflection. Based on their various reflections, researchers can reformulate interview and research questions and formulate new ones, do within—and across—case comparisons while in the field, and develop new insights into the meanings of the material.

Also, while in the field, researchers identify promising patterns of meanings and identify tentative core concepts, sometimes called categories , which are ideas that organize the copious material that they amass. Once researchers identify tentative core concepts, they seek to test whether they hold up, and, when they do, they further develop the patterns and concepts. Sometimes researchers think they have “struck gold” when they identify a possible core concept or pattern, only to find that the data—or metaphorical vein of gold—peter out (Phyllis Stern, personal communication, November 2002). They then go on to identify and follow-up on other concepts and patterns that show promise of becoming viable.

Core concepts become viable when researchers are able to dimensionalize them ( Schatzman, 1991 ) through selective coding ( Corbin & Strauss, 2008 ). This means that researchers have found data that show the multiple facets of concepts, such as patterns and exceptions to any general patterns. Authors may use other terms to describe what they did, such as thematic analysis. What is important is to describe the processes and produces; and what researchers call them is of less importance.

Core concepts may begin as sensitizing concepts. Researchers sometimes identify, name, and code core concepts through notions that are part of their general stores of knowledge but were not part of the literature review or reflexivity statement. Glaser (1978) called the practice “theoretical sensitivity.” The names researchers choose may be words or phrases informants have used. However derived, core concepts are central to the organization of findings ( Gilgun, 2012 a ).

At some point, data collection stops, but analysis does not. Researchers carry analysis that occurred in the field into the next phases of the research. Immersion at this point means that researchers read and code transcripts of interviews, observations, and any documentary material they find useful. They carry forward the core concepts they identified in the field. An example of a core concept is “resilience,” which in my own research organized a great deal of interview material. The concept of resilience has been an organizing idea in several of the articles I have written and plan to write ( Gilgun, 1996 a ; 1996 b ; 2002 a ; 2002 b ; 2004 a ; 2004 b ; 2005 a ; 2006 , 2008 ; 2010 ; Gilgun & Abrams, 2005 ; Gilgun, Keskinen, Marti, & Rice, 1999 ; Gilgun, Klein, & Pranis, 2000 ).

Corbin and Strauss (2008) stated that selective coding helps researchers to decide if a concept can become a core concept, meaning it organizes a great deal of data that have multiple dimensions. An example of dimensionalization is a study of social workers in Australia whose clients were Aboriginal people. The researchers identified several core concepts, among them critical self-awareness ( Bennet, Zubrzycki, & Bacon, 2011 ). The dimensions of critical self-awareness included understanding motivations to work with Aboriginal people, fears of working with Aboriginal people, and personalization and internalization of the anger that some Aboriginal people express.

Like many other researchers, Bennet et al. (2011) were not working within an explicit Chicago School tradition. They therefore do not use terms such as core concepts, dimensionalization, and selective coding. Instead, they described their procedures as thematic analysis, conceptual mapping, and a search for meaning. However, they did use the term “saturation,” which is part of the Chicago School tradition.

A single core concept or multiple related core concepts compose research reports. The Bennet et al. (2011) article, for example, linked multiple core concepts. The authors showed how critical self-awareness leads to meaningful relationships that in turn connect to “acquiring Aboriginal knowledge” (p. 30).

With viable core concepts and rich data, researchers are positioned to present their findings in ways that are memorable and interesting; that is, with “grab” ( Glaser, 1978 ). “Grab” requires compelling descriptive material: excerpts from interviews, field notes, and various types of documents, as well as researchers’ paraphrases of these materials. An example of a research report with grab is Irvine’s (2013) account of her study of the meanings of pets to homeless people. She provided vivid descriptions of her interactions with the participants and compelling quotes that show what pets mean. Here, an example from Denise’s account of her relationship with her cat Ivy:

I have a history with depression up to suicide ideation, and Ivy, I refer to her as my suicide barrier. And I don’t say that in any light way. I would say, most days, she’s the reason why I keep going.... She is the only source of daily, steady affection and companionship that I have. (p. 19)

These and other quotes, as well as Irvine’s well-written, detailed descriptive material, show what grab means.

Grab equates with excellence in writing. Irvine’s (2013) article is an example. In terms of the grab of her article, her work is in the Chicago School tradition. She wrote in the first person. She told complete stories in which she quoted extensively from the interviews, described the persons she interviewed and the settings in which she interviewed them, and provided biographical sketches. Robert Park and Ernest Burgess, both of whom trained generations of graduate students in qualitative research at the University of Chicago in the first quarter of the twentieth century, held seminars on the use of literary techniques, such as those used in novels and autobiographies, in writing up research ( Bulmer, 1984 ; Gilgun, 1999 d ; 2012 a ). These educators wanted researchers to report on their “first-hand observation.” Park told a class of graduate students to

[g]o and sit in the lounges of the luxury hotels and on the doorsteps of the flophouses; sit on the Gold Coast settees and on the slum shakedowns; sit in the Orchestra Hall and in the Star and Garter Burlesk. In short, gentlemen [sic], go get the seat of your pants dirty. ( McKinney, 1966 , p. 71)

Park suggested to Pauline Young (1928 ; 1932) to “think and feel” like the residents of Russian Town, the subject of her dissertation, published in 1932 ( Faris, 1967 ). Irvine’s work shows these qualities. She immersed herself in the settings, she conducted in-depth interviews, and she conveyed her first-hand experiences in vivid terms.

The Chicago School also encouraged students to write in the first person. A good example is a report by Dollard (1937) , who was concerned about the racial practices of the Southern town where he was doing fieldwork. He said he was afraid that other white people watched as he talked to “Negroes” on his front porch, when he knew that custom regarding the “proper” place of “Negroes” was at the back door. He wrote

My Negro friend brought still another Negro up on the porch to meet me. Should we shake hands? Would he be insulted if I did not, or would he accept the situation? I kept my hands in pockets and did not do it, a device that was often useful in resolving such a situation. (p. 7)

This description is a portrait of a pivotal moment in Dollard’s fieldwork, and it is full of connotations about the racist practices of the time ( Gilgun, 1999 d ; 2012 a ).

Irvine (2013) also wrote in the first person. Here’s an example:

I met Trish on a cold December day in Boulder. She stood on the median at the exit of a busy shopping center with her Jack Russell Terrier bundled up in a dog bed beside her. She was “flying a sign,” or panhandling, with a piece of cardboard neatly lettered in black marker to read, “Sober. Doing the best I can. Please help.” (p. 14)

These two excerpts illustrate a methodological point Small (1916) made in his chapter on the first fifty years of sociological research in the United States: namely, the importance of going beyond “technical treatises” and providing first-person “frank judgments” that can help future generations interpret sociology. Without such contexts, “the historical significance of treatises will be misunderstood” (p. 722). Throughout his chapter, Small wrote in the first-person and provided his views—or frank judgments—on the events he narrated. From then until now, research reports in the Chicago tradition are vivid and contextual, conveying to the extent possible what it was like to be persons in situations.

There are many other examples of well-done research reports. Eck’s (2013) article on never-married men includes the basic elements that are present in almost all reports based on qualitative methods. It is transparent in its procedures, situated within scholarly traditions, well-organized, vivid, and instructive both for those new to qualitative research and for long-term researchers like me. The other articles I cite in this chapter also show many desirable qualities in research reports.

Research Report Sections

The main sections of standard reports based on qualitative methods are the same as for articles based on other types of methods: Introduction, Methods, Findings, and Discussion. The American Psychological Association (APA) manual (2009) provides information on what goes into each of these sections. Research reports in sociology journals follow a similar format, although the citation style is slightly different. The American Sociological Association uses first and last names in the reference section, a practice I support. In articles based on qualitative approaches, researchers sometimes change the names of sections, add or omit some, or reorder them. When changes are made, the general guideline is whether the changes make sense and are consistent with the purpose of the research. As Saldaña (2003) pointed out, researchers choose how to present their findings on the basis of credibility, vividness, and persuasive qualities and not for the sake of novelty. Because some articles report findings as fictionalized accounts, poetry, plays, songs, and performances (including plays), it makes sense that the sections on these findings vary from the standard format that I discuss here.

Although there are no rigid rules about how to write journal articles based on qualitative research, much depends on the methodological perspectives, purposes of the research, and the editorial guidelines of particular journals. For example, if researchers want to develop a theory, it is important to be clear from the beginning of the article to state this as the purpose of the research. The entire article should then focus on how the authors developed the theory. Research and theory cited in the literature review should have direct relevance to the substantive area on which the authors theorized. The methods section should explain what the researchers did to develop the theory. The findings section should begin with a statement of the theory that the researchers developed. The rest of the findings section should usually be composed of three parts. The first is composed of excerpts from those data that support the concepts of the theory. This is the grounding of the theory in something clear and concrete. The second is the authors’ thinking or interpretation of the meanings of each of the concepts. The third is an analysis of how the theory contributes to what is already known, such as how the findings elaborate on and call into question what is known. Thus, a research report on the development of a theory should contain a lot of scholarship that others have developed.

A report based on narrative principles or one based on an ethnography should contain copious excerpts from interviews, citing less scholarship than an article whose purpose is to develop theory. However, it is good practice to bring in related research and theory in the results section when this literature helps in interpretation, when findings have connections to other bodies of thought, and when findings are facets of a larger issue. In my now older publication on incest perpetrators ( Gilgun, 1995 ), the editors suggested that I show that when therapists engage in sexual relationships with clients, they are engaging in abuses of power similar to those of incest perpetrators. I was at first indignant that the editors wanted me to do even more work on the article, but I soon was glad they did. It is important to show that incest or any human phenomenon is not isolated from other phenomenon but is part of a larger picture. Doing so fit my purposes, which was to show how to do theory-testing/theory-guided qualitative research. Showing how findings fit into related research and theory is part of this type of research.

Whenever researchers are ready to submit an article for publication, it is wise to read recent issues of journals in which they would like to publish. If they can identify an article whose structure, methodologies, and general purpose are similar to theirs, they could study how those authors presented their material. If, for example, in a report on narrative research, the introductory material is relatively brief, and the findings and discussion sections compose most of the pages, researchers would do well to format their articles in similar ways. I study journals in which I have interest and model much of my own articles after those published in these journals. I make sure, however, that I cover topics that in my judgment are important to cover.

Prior Research and Theory

In my experience, something as simple as the place of prior research and theory can get complicated in the writing of reports based on qualitative research, even when the purpose of the article is primarily descriptive and is not to construct an explicit theory. In general, related research and theory literature can be presented at the beginning of a report as part of a review of pertinent research and theory, in the findings section when prior work helps in the interpretation and analysis of findings, or in the discussion section, where authors may reflect on how their findings add to, undermine, or correct what is known and even add something new.

Readers expect and journal editors typically want articles to begin with literature review, with some exceptions. A perusal of journals that publish qualitative studies shows this. Yet there are exceptions. Valásquez (2011) began her report on her encounter with scientology with an extended and rather meandering first-person narrative. Her literature review began toward the end of the article. She tailored the review to the report that preceded it. In this article and others, the literature review helped in the interpretation of findings and helped to situate the report in its scholarly contexts. In other articles, the literature review appears in the introductory section. This sets the scholarly context of the research, highlights the significance of topics, and identifies gaps in knowledge. Neither authors nor reviewers should have rigid expectations about where the scholarship of others belongs. It belongs where it makes the most sense and has the most impact.

For many, the placement of literature reviews seems self-evident. Yet, some well-known approaches, such as grounded theory, can set authors up for confusion about where the literature review belongs. This can result in delays in writing up their results. The procedures of grounded theory are open-ended and designed to find new aspects of phenomena—often underresearched—and then develop theories from the findings. At the outset of their work, researchers cannot anticipate what they will find. Therefore, teachers such as Strauss and Glaser advised students not to do literature reviews until they had identified basic social processes that become the focus of the research ( Covan, 2007 ; Glaser & Strauss, 1967 ).

How, then, do researchers write up research reports when they are doing an open-ended study that, by definition, will culminate in unanticipated findings? Do they write their reports as records on how they proceeded chronologically, or do they follow APA style and the dominant tradition that says the literature review comes first? For the most part, I follow the tradition, as, apparently, do most researchers. However, to structure reports in this way sometimes feels strained and artificial. I would prefer to write a more chronological account, in which I can share with readers the lines of inquiry and procedures I followed. The literature review at the beginning of the report, therefore, would be brief. The methods section is quite detailed in how I went about developing the theory. The findings section would have the three-part format I discussed earlier: statement of the theory, presentations of excerpts that support assertions that certain concepts compose the theory, my interpretation of the meanings of the concepts and the excerpts that support them, and then the use of related research and theory to further develop the theory and to situate it in its scholarly traditions.

In all but one of the research reports that I have published, I did the literature after I had identified findings. The one exception was research I did based on the method of analytic induction, in which researchers can use literature reviews to focus their research from the outset ( Gilgun, 1995 , 2007 ). In this research, I used concepts from theories on justice and care to analyze transcripts of interviews I had previously conducted on how perpetrators view child sexual abuse. Even though I was familiar with the transcripts, I found that the concepts of justice and care and their definitions sensitized me to see things in the material that I had not noticed as I did data collection and during previous analyses of the data.

Furthermore, in writing up the results, I brought in research that was not part of the literature review to help me to interpret findings and to show how findings fit with and added to what was already known. I did not place this material in the introductory literature review. Placing related research and theory as parts of the results and discussion sections is common and may be necessary in articles that are reporting on a theory that the authors developed. For descriptive studies whose purpose is not theory-building, such as ethnographies, some findings sections include the addition of research and theory not present in the introductory section. Often, however, authors do not follow this pattern. An example is found in Ahmed (2013) , who described how migrants experience settling into a new country. She presents excerpts from interviews and her interpretation of them, including organizing them into a typology, but she does not bring additional research and theory into her interpretations.

Tensions can arise between how much space to give to literature reviews and how much to allot to presentation of informants’ accounts/findings ( Gilgun, 2005 c ). This happened in the most recent article I co-wrote, which is on mothers’ perspectives on the signs of child sexual abuse ( Gilgun & Anderson, 2013 ). We believed the literature review was important because it not only set up our research but summarized a great deal of information that was important to our intended audience of social service professionals. We also wanted to anticipate the expectations of reviewers and the journal editor. Yet, we put much effort into making the literature review as concise as possible in order to have reasonable space for findings. We wrote the literature review before we did data analysis. When we wrote up the results, the first draft was probably three times longer than any journal article could be.

We had written case studies first to be sure that we understood each case in detail. We had wanted to share what the women said in the kind of detail that had helped us deepen our own understandings, so we cut back on the case material. The article was still too long. We decided to exclude the few instances we had in which women knew of the abuse but tried to handle it themselves or did not believe the children when told. We did more summarizing of the literature review. We eliminated many references.

After much effort, we finally had a manuscript that was the required length of twenty-two pages. It included a literature review that set up the research in good form, an adequate accounting of the method, and findings that conveyed with grab the complexities of the signs and lack of signs of child sexual abuse. We wove points made in the literature review into our interpretations, yet we had to leave out important patterns for the sake of space. The editor’s decision was a revise and resubmit, which we did. The main recommendation was to elaborate on applications. This was a great suggestion, and we dug deep to think about this. We are pleased with the results. We had to do further reading on topics we had not anticipated at the onset of our project, and we squeezed in a few new citations in the discussion section that related to implications of the research. This additional material greatly enhanced the meanings and usefulness of the research.

There is much more to say about qualitative research and literature reviews. Sometimes researchers get stuck, as I have more than once. I have research that I have not yet published because I have been unable to figure out how to do the multiple literature reviews I think I must show how my theory builds on, adds to, and challenges what is already known. I have written up this research as conference papers, where expectations about literature reviews are more relaxed ( Gilgun, 1996c , 1998 , 1999c , 2000 ). One of these. papers was on a comprehensive theory of interpersonal violence ( Gilgun, 2000 ). I wanted to write my theory first and then show how the findings contribute to what is already known. Doing so doesn’t seem so outlandish today, and I now can imagine writing it up exactly as I would want to. At the same time, I wonder if I would? I really don’t know if any journal that would publish a theory of violence would also accept an article that places a literature review after findings. Furthermore, my writing up of the theory would take so many pages that I would not have enough space to do a comprehensive literature review. As of today, the theory I am developing has links to sixteen or more bodies of literature. No way can I publish a journal-length article that will accommodate that much research and theory!

So, here I am, many years into the development of a comprehensive theory, still reflecting on how to create journal articles out of my analysis. I have published many articles in social media outlets exploring ideas that are the basis for the theory. I have put these articles into collections that are available on the internet ( Gilgun, 2012 b ; 2012 c ; 2013 a ). The theory is so complex that writing bits and pieces over the years and having a place to put them have been very helpful.

Finally, some articles may cite few if any related research and theory. This may fit articles whose purpose is to convey lived experience that stands on its own. These articles feature performances, plays, autoethnographies, fictionalized accounts, poetry, and song, among others. Egbe (2013) wrote two poems that she explained were accounts of her experiences of doing research in Nigeria with young smokers. She said she was “dazed by the vast opportunity this method gives a researcher to dig deep into a research problem and be submerged into the world of participants” (p. 353). Her two-page article is composed of two poems and her explanation. The article showed grab, evidence of immersion, experiences in contexts, and multiple perspectives. Her work, therefore, followed well-established guidelines for writing up qualitative research. Egbe not only omitted a literature review, but she did not write about how to use the results of her research, assuming that its uses are self-evident. Obviously, she thought a literature review unnecessary; the reviewers and journal editors agreed with her.

Reflexivity Statements

A growing number of journals encourage researchers to include reflexivity statements in research reports. Researchers may place these in the introductory material of an article, after the literature review and before the methods section; this probably is the most important place to put them because reflexivity statements often influence the focus and design of the research, including the choice of sensitizing concepts and codes. Reflexivity statements may also appear in the methods and findings and methods sections when important. Reflexivity statements are accounts of researchers’ experiences with the topic of research; accounts of their expectations regarding informant issues and their relationships to informants, especially in regard to power differentials and other ethical concerns; and accounts of their reflections on various issues related to possible experiences that informants may have had. They also may include the experience they had while participating in the research ( D’Cruz, Gillingham, & Melendez, 2007 ; Presser, 2005 ). My article on doing research on violence is an extended reflexivity statement ( Gilgun, 2008 ). There appears to be no standard content for reflexivity statements and no standard places for them to appear. Personal and professional experiences and reflections on power differentials may be the emergent standard. Whatever decisions researchers make about reflexivity statements, they alert audiences to researchers’ perspectives, which can be helpful to readers as they attempt to make sense of research reports.

An example of a reflexivity statement is found in Winter (2010) work. Winter is a practitioner turned researcher who had a previous relationship as a guardian ad litem with the children with whom she later conducted the research that she was reporting. Winter was reflexive about the implications of her prior relationship with these children. I imagine, based on my own experience, that she put only a fraction of her thinking into her article. Not only did she write in her reflexivity statement that she had a prior relationship with the children, but she also wrote about the ethical issues involved.

Ethical issues have a place in reflexivity statements. I have run into ethical questions over the course of my research career. One situation that stands out is the encounter I had with a mother and her eleven-year-old daughter who had participated in my dissertation research on child sexual abuse ( Gilgun, 1983 ). The mother cried and told her daughter how sorry she was that she had been unable to protect her from sexual abuse. The girl was touched but did not seem to know what to do. I suggested that she go stand by her mother. When she got close, the mother and daughter hugged each other and cried. This is a significant event with ethical implications that I included in the findings section of my dissertation and in a subsequent research report ( Gilgun, 1984 ). The ethical issue is, first, whether I should have stepped out of my role as detached researcher and guided the girl to go to her mother, and, second, whether I should have made my blurring of boundaries public by publishing them.

As far as the placement of reflexivity statements, the initial statement has a logical location after the literature review because the reflexivity statement contributes to the development of the research questions, the identification of sensitizing concepts, the interview schedule, and the overall design of research procedures. Accounts of ongoing reflexivity could be part the findings section and of the discussion section. Reflexivity statements are not a standard part of research reports, but they can contribute to readers’ understandings of the research.

Along with the literature review, reflexivity statements contribute to practical and applied significance statements and may also help to identify gaps in knowledge. Literature reviews and reflexivity statements contain key concepts. The concepts that researchers define at the end of introductory sections typically become codes during analysis, although researchers may not label the concepts as codes either in the introductory section or in the methods section. I am unsure why such labeling has not become routine. When concepts carry the label code , this clarifies where codes come from. Without naming codes and stating where they come from, much of analysis is mystified. Many reports read as if the codes appear out of nowhere during analysis. Even Glaser’s (1978) notion of theoretical sensitivity mystifies the origins of codes. How, for example, do researchers become theoretically sensitive? What if researchers are beginning their scholarly careers? How theoretically sensitive are they ( Covan, 2007 )? What are the implications for the quality of the analysis?

Research Questions, Hypotheses, and Definitions

The final part of the introductory section of a research report is devoted to research questions, hypotheses to be tested (if any), and definitions of core concepts. In general, in qualitative research, hypotheses are statements of relationships between concepts. Theories usually are composed of two or more hypotheses, although, at times, some researchers may use the term theory to designate a single hypothesis ( Gilgun, 2005 b ). Concepts are extractions from concrete data. Sometimes concepts are called second-order concepts and data first-order concepts .

Research questions may be absent. In their place are purpose statements that make the focus of the report clear. Hypotheses are rarely present in qualitative research. When they are, the purpose of the research is to test them and typically to develop them more fully. This type of research has in the past been called analytic induction ( Gilgun, 1995 e), whereas a more up-to-date version of qualitative hypothesis testing and theory-guided research is called deductive qualitative analysis ( Gilgun, 2005 d ; 2013 ). Analytic induction and deductive qualitative analysis are part of the Chicago School tradition.

Methods Section

Most methods sections for reports based on qualitative approaches have the same elements as any other research report. Descriptions of the sample, recruitment, interview schedule, and plans for data analysis are standard. The APA manual provides guidelines ( American Psychological Association, 2009 ) that fit many types of qualitative research reports. However, reports based on autoethnographies, poetry, and performances may have brief or no methods sections. As is clear by now, the report’s contents depend on the purposes and methodologies of the research and on the editorial requirements of journals.

Accounts of Methodologies

In writing up qualitative research, methods sections usually contain a brief overview of the research methodology, which is the set of principles that guided the research. The following is an account of the methodology used in a research report on cancer treatment in India:

For this project we drew upon interpretive traditions within qualitative research. This involved us taking an in-depth exploratory approach to data collection, aimed at documenting the subjective and complex experiences of the respondents. Our aim was to achieve a detailed understanding of the varying positions adhered to, and to locate those within a broader spectrum underlying beliefs and/or agendas. ( Broom & Doron, 2013 , p. 57)

Sometimes, statements of methodology are much more elaborate, but in research reports, such a statement is sufficient, again depending on the editorial policies of particular journals. A few citations, which this article had, round out an adequate statement of methodology.

However, many reports are written in a clear and straightforward way with scant or no account of methodologies. Examples are the work of Eck (2013) and Spermon, Darlington, and Gibney (2013) . These kinds of well-done write-ups might eventually be considered generic. Spermon et al. said their study was phenomenological, which sets up assumptions that the report will be primarily descriptive. In actuality, the intent was to develop theory. Such mixing of methodologies may be the wave of the future; in many ways, distinctions between phenomenological studies whose purposes are descriptive and those whose purposes are to build theory are blurred. Such blurring may have been the case for decades because it is possible and often desirable to build theories based on phenomenological perspectives; that is, in-depth descriptions of lived experience. However, authors are wise to state in one place what their methodologies are and how they put them to use, such as for descriptive purposes or for theory-building.

Description of Sample

Placing descriptions of sample size and the demographics of the sample in the methods sections is typical. As mentioned earlier, evaluation of sample size depends on the depth and breadth of the study. The more depth a study has, the smaller the number of cases can be. The more breadth and the sharper the focus, the larger sample sizes typically are. Samples on which a study is based must provide enough material on which to base a credible article. A sample size of one may be adequate if researchers show their work demonstrates the basic principles of almost all forms of qualitative research: perspectives of persons who participate in the research, researcher immersion into the settings or the life stories of persons interviewed, multiple perspectives, contextual information of various types, and applications. Autoethnographies often have an n of one, but joint autoethnographies are possible. Ethnographies may not give a sample size, as was the case in the performance ethnography of Valásquez (2011) who wrote in the first person about her experience with scientology. In her first-person ethnography, Irvine (2013) also did not mention sample size. She said that the narratives she used for the article were from a larger study on the meanings of animals to people who have no homes. She did not describe the usual demographics of age, gender, social class, and ethnicity.

Most articles describe the demographics of the sample. In a recently accepted article ( Gilgun & Anderson, 2013 ), I saw no relevance in mentioning the size of the larger sample from which we drew in order to tell the stories of how mothers responded to their learning that their husbands or life partners had sexually abused their children. We included an exact count of the larger sample because we assumed that it would be the journal’s expectations. We also gave particulars of the demographics. Except for social class and ethnicity, we saw little relevance for the other descriptors. These status variables were relevant to us because most of the sample was white and middle or upper class. This is important because much research on child sexual abuse is done with poor people, and there are stereotypes that poor families and families of color are more likely to experience incest than are white middle and upper class families. Overall, as with some other issues related to writing, the adequacy of the sample description depends on the methodological principles of the research and the journal’s editorial policies.

Recruitment

Accounts of recruitment procedures are important because researchers want to show that their work is ethical. Respect for the autonomy or freedom of choice of participants needs to be demonstrated. In addition, often the persons in whose lives we are interested have vulnerabilities. To show that the research procedures have not exploited these vulnerabilities is part of ethical considerations. Most articles have these accounts. Furthermore, when there are accounts of recruitment procedures, it becomes obvious why the sample is not randomly selected. Irvine’s (2013) account of recruitment is exemplary. She recruited through veterinary clinics that took care of the pets of homeless persons. She did not approach potential participants herself. Doing so risked making refusals difficult. The staff informed persons of the research and its purposes. If individuals said they were interested, they gave permission for the staff to give their names to researchers. The research interviews took place in the clinics.

The ethics of recruitment revolve around values, such as respect for autonomy, dignity, and worth. Other ethical issues that are important to mention in reports include the use of incentives for participation. Although many human subjects committees now require monetary incentives for participation, this has ethical implications. Irvine (2013) solved this by giving gift cards after the interviews were completed. Reports on ethical issues have a place in methods sections.

Data Collection and Analysis

Accounts of data collection and analysis are part of the methods section. Data collection procedures should be detailed for many reasons. Primary among them is the need for transparency in terms of the ethical standards the researchers followed, as well as the need to allow for replication of the study. Such details also provide guidelines for others who might be interested in using the methods. In addition, there are many different schools of thought and procedures for each of the methods used with the three general types of data collection: interviews, observations, and documents. It is helpful to state which particular data collection procedures the researchers used. Researchers often provide examples of the kinds of questions asked and procedures used for recording observations and excerpts from documents. Some researchers may omit such an accounting, as with some autoethnographies and articles that turn research material into performances.

How researchers analyzed data is part of the methods sections. As with data collection, there are so many types of analysis that researchers need to describe the particular forms that they used. For figuring out how to report on data analysis, researchers would do well to study articles in journals in which they want to publish. Irvine (2013) used a method of analysis I have never heard of called “personal narrative analysis” (p. 8). She gave enough detail to provide the general idea of what she did and a sufficient number of citations for additional information.

The level of detail can vary. In some sociology journals, for example, researchers may say little about analysis and sometimes little about data collection. This is because the journal editors, reviewers, and those who publish in and read the articles have assumptions that they for the most part take for granted. Even in these journals, however, researchers may want to account for their analytic procedures, especially if they are writing on topics outside of what is usual in such journals.

Other journals require a great deal of detail. In those instances, researchers first decide what they think is essential and then shape their accounts to fit what appears to be usual practice in the journal. The following paragraphs describe data analysis in a recently accepted article on signs of child sexual abuse in families ( Gilgun & Anderson, 2013 ).

Data Analysis

In the analysis of data, the first author read the transcripts multiple times and coded them for instances related to disclosures of child sexual abuse and associated signs of the abuse, such as how and when the women first learned of the abuse or suspected it was occurring in their families, their responses, and their reflections on the signs of abuse they might have missed, as well as child and perpetrator behaviors that they did not realize were related to child sexual abuse. Their initial and longer term responses and reflections were also coded. The second author independently read and coded about one-third of the transcripts using this coding scheme to arrive at a 100 percent agreement.

Sources of the codes were our professional experiences in the area of child sexual abuse, the review of research, and the first author’s familiarity with the content of the interviews because she had been the interviewer. These codes served as sensitizing concepts, which, as Blumer (1986) explained, are ideas that guide researchers to see aspects of phenomena that they might otherwise not notice. Although altering researchers’ ideas to what might be significant serves an obvious useful purpose, sensitizing concepts might also may blind researchers to other aspects of phenomena that might be important. Therefore, we also used negative case analysis, which is a procedure that guides researchers to look for aspects of phenomena that contradict or do not fit with emerging understandings. In this way, researchers are positioned to see patterns, variations within patterns, exceptions, and contradictions in findings ( Becker et al., 1961 ; Bogdan & Biklen, 2007 ; Cressey, 1953 ; Lindesmith, 1947 ).

As we wrote this section, we were aware of the limited space that we had to fill. Yet we were committed to accounting for where our codes came from for reviewers and editors who may be unfamiliar with pre-established codes. As discussed earlier, many reports are written as if codes appear by magic. We decided that, in this report, we would be as clear as possible about where our codes came from. We also reasoned that we would have to call on the authority of well-respected methodologists if reviewers and editors had questions about what we had done. Furthermore, we were aware of the dated nature of the references; we could do nothing about that because there has not been much written recently about pre-established codes. I have written about this quite a bit, but as one of the authors, I not only had to be anonymous during the review process, but I could not be the sole authority.

Generalizability

Many reviewers and editors have questions about the generalizability of the results of qualitative research. Authors themselves sometimes question the generalizability of their own findings. That’s why it remains important to provide clear guidelines in research reports about how the authors view the usefulness of their findings. The following ideas may be helpful to authors as they write their reports and to reviewers who are positioned as gatekeepers. The results of qualitative research are not meant to be generalized in a probabilistic sense. But because dropouts and refusals limit the randomness of samples, most forms of research can’t be generalized in a probabilistic sense.

Conversely, as Cronbach (1975) wrote almost forty years ago, the results of any form of research are working hypotheses that must be tested in local settings. Thus, the applicability of qualitative or any other kind of research can be demonstrated only through attempts at application. Do the findings illuminate other situations? Do the results provide researchers, policy makers, and direct practitioners with ideas on how to proceed? Those who apply the research expect to have to adjust findings to fit particular new situations. Many researchers and some journal editors and reviewers know through common sense and everyday experience how to use the results of qualitative research. Our personal lives are extended case studies. What we learn in one situation, we carry over into another. We know we have to test what we have learned in past situations for fit with new situations. If we do not, we impose our ideas on situations that may demand new perspectives. This common practice of applying results to all situations is disrespectful of local conditions and autonomy of persons. We want to avoid such disrespect in how we suggest readers use the results of our research.

Trustworthiness and Authenticity

Pointing out the trustworthiness of procedures and the findings that result from them sometimes are parts of methods sections. Related to trustworthiness are issues of authenticity ( Guba & Lincoln, 2005 ). Both trustworthiness and authenticity arise from immersion, seeking to understand the perspectives of others in context, reflexivity, and seeking multiple points of view. Researchers who have applied these principles will produce reports that are trustworthy and authentic. In addition, the reports will have grab. Extended discussions related to these issues are beyond the scope of this chapter and the scope of research reports as well.

I get more requests for revisions of methods sections, especially for accounts of data collection and analysis, than for any other parts of a manuscript. This is not surprising, given the multiple possible variations. I never know who the reviewers will be and what their expectations are. I rely first on my beliefs about what I want in the procedures section and then I study articles the journal has already publishes. I include what journal editors appear to expect, but I also add information that I think is important, even when it is not part of what I see in methods sections.

Findings Sections

Findings sections in research reports include both descriptive and conceptual material. Descriptive material is composed of researchers’ paraphrasing and summarizing of what they found and excerpts from interviews, fieldnotes, and documents. The descriptive material, at its best, is detailed and lively; it not only is informative, it has grab. This material contributes to understandings of human experiences in context. In addition, descriptive material is the basis of researchers’ theorizing and it also provides documentation and illustrations of assertions that researchers make.

Conceptual material comprises the analysis and is made up of inferences such as the general statements, concepts, and hypotheses that researchers develop from the material (data). One way to think about the relationship between descriptive and conceptual material is to think of descriptive material as composed of first-order concepts and conceptual material as composed of second-order concepts. Each type depends on the other. Credible conceptual material is based on descriptive material, some of which is contained in the article. Qualitative research yields mountains of data, a fraction of which can be placed into a published article.

As with other sections of research reports, findings sections have many possible variations that depend on the purpose of the research and the methodologies on which the research is based. Thus, the findings can range from heavily descriptive to heavily conceptual. Heavily conceptual research reports arise from research whose purpose is theoretical, in which researchers set out to test, refine, reformulate, or develop theory. Theoretical reports require some descriptive material to show the basis of theoretical statements, but they are often relatively short on descriptive material.

Reports that are primarily descriptive are composed of excerpts from data. Theoretical material appears in often subtle ways, such as in the form of concepts that organize findings. Irvine’s (2013) study of homeless people and their pets is largely descriptive, composed of excerpts from the interviews and Irvine’s paraphrases and narration of what she did, how, and when. The findings were narrative case studies based on interviews and observations. The details of the narratives were vivid and had the kind of grab that Glaser (1978) recommended. They showed multiples perspectives and variations on what it meant to homeless informants to have pets in their lives. The first three pages were a review of relevant literature and a presentation of method. The last five pages were a discussion of the findings.

As lengthy as the descriptive material is, conceptual material frames the entire report. In the literature review, Irvine introduced notions of positive identity, generativity, and redemption. She used them to analyze her data and organize findings, which were the narrative case studies. She used the concept of redemption as the core or organizing concept, going into some detail about how the research material supports the significance of this idea of pets as redemptive for homeless people.

This analysis is based squarely on the descriptive material. For instance, Irvine wrote that in the stories she presented in her article, “animals provide the vehicle for redemption.” She illustrated this point with a quote from one of the narratives and then reminded readers that the narratives “contain variations on the theme” of “ life is better because this animal is in it ” (p. 20; emphasis in original). Readers do not take this on faith because the basis of this general statement in presented multiple times in the case studies. Irvine has much more material on which she based these ideas, but there is not enough room in a journal-length article to show all of her evidence.

An example of an article that is theoretical in purpose and short on descriptive material is found in the work of Cordeau (2012) . She developed a grounded theory of the “transition from student to professional nurse” when student nurses work with “mannequins as simulated patients” (p. 90). Based on interviews, observations, and reports that the students wrote on their clinical experiences, the study was composed of about 10 percent descriptive material. This material included excerpts interviews and student reports. In the results section, she used this descriptive material to illustrate and possibly document the grounded theory she constructed. The theory’s “core category” was “linking,” which had four components, called properties. She documented the properties, primarily with her own thinking about her research material and also with excerpts from interviews, observations, and student reports.

Like Irvine’s (2013) study, the purpose of Cordeau’s (2012) work was applied where she wanted to build theory that would contribute to the development of clinical expertise in nursing students. She also devoted about one page of her study to applications.

Core Concepts

I’ve previously provided an extended discussion of core concepts. This section highlights some key points and illustrates them. Core concepts, often called core categories , organize findings. I prefer the term concept because concept is the term used in discussing theory, such as “concepts are the building blocks of theory,” and theory is one of several possible products of qualitative research. Researchers decide on which concepts are core in the course of analysis. Researchers are ready to write up their reports when they have settled on, named, and dimensionalized one or more core concepts. The terms “core concepts” and “core categories” are associated with grounded theory ( Charmaz, 2006 ; Corbin & Strauss, 2008 ), but they are useful in other types of qualitative research, such as interpretive phenomenology and narrative analysis. Core concepts both organize findings and, typically, bring together a great deal of information. The term “dimension” means that researchers account for as many aspects of the core concepts as they can in order to show the multiple perspectives and patterns that typically compose concepts.

In reporting on core concepts, I recommend that researchers name them, introduce them, describe them using excerpts from the research material, comment on them, and then situate each of the concepts and their commentaries within their scholarly contexts. As discussed earlier, this shows how the findings fit with what is already known, or add to, force modification of, or refute what is known. Although many researchers, do not situate findings in their scholarly contexts, they usually cover the other topics.

No matter how authors report findings, they should do so with grab. An example of a report exemplary for its grab is the work of Scott (2003) on what it means to be a professional with a physical disability. Scott began her article not with a literature review but with three reviewer comments on other articles she had written. She then stated that the present article was a response to these comments. She followed up with a description of three male students who waited to speak to her after class about her disability and the notion of embodiment that she discussed in class. She brought in related literature throughout the article. Through her own reflections, reports on how others have responded to her, reports on the accounts that three other women with disabilities gave to her as a person with cerebral palsy, and her literature review, Scott not only showed the meanings of disabilities to persons who have them, but also what others say about their own disabilities, what some people who are able-bodied say about women with disabilities, and how all of this connects to what is known about disabilities and to wide-spread beliefs about disabilities. Her article is full of grab, such as the header that read, “The Day I Became Human.” With the authors’ own experience as the centerpiece, this article exemplifies write-ups that demonstrate the meanings of lived experience in various contexts, immersion, grab, and implications for social action. The analysis she presented as part of her findings is exemplary.

In the production of quality research, no matter the type of write-up, there are no short cuts. Research reports based on poetry, for example, are held to the same standards as any other article: grab, immersion, lived experience in context, and implications for action. In addition, such research reports typically locate themselves within social and human sciences traditions. Furman’s (2007) reflections and analysis of poetry that he wrote over the course of many years provide an example of how poetry can be used in qualitative analysis. This kind of research is a type of document analysis. In performance studies, researchers create a theater production of informant’s accounts of their experiences whose purpose is to transform audiences and move them to action ( Saldaña, 2003 ). The performances are the equivalent of research reports and when they are effective, they have the four characteristics of qualitative research under discussion.

Discussion Sections

In traditional research reports, the discussion section follows the results section. In discussion sections, authors reflect on findings, including what the findings are, how findings contribute to understandings of phenomena of interest, the lines of inquiry the results open up, and implications for policy and practice. Other generic topics to consider are those related to the focus of the journal. For example, if the journal’s focus is related to health, then authors show how findings are related to health.

Discussion sections present the author with opportunities to advocate for how his or her research can be used. The applied purposes of Irvine’s (2013) research come through when she devoted an entire page to make observations about implications. She pointed out how her research contributes to a transformation of images of homeless persons as isolated to images of them as engaged in relationships not only with their pets but with other persons, too. She noted that rehousing homeless persons requires a change in policy that would allow them to have pets. Furthermore, she said that caring for a pet “can turn things around” (p. 24).

In the discussion section I wrote with Anderson ( Gilgun & Anderson, 2013 ), we addressed methodological issues, such as the probable existence of other patterns in addition to those we identified and the nonrandom nature of our sample. We also acknowledged the difficulties in working with families in which child sexual abuse has occurred. Since qualitative researchers want to understand lived experiences, we had to prepare ourselves to deal effectively in research areas that are difficult emotionally for us as researchers. Although we may acknowledge the emotional challenges of some topics in reflexivity statements, discussion sections are opportunities for authors to acknowledge the difficulties of using the results we produce. In the article I wrote with Anderson, we made such an acknowledgment, one that we hoped would facilitate more effective practice. We wrote

Practitioners themselves may experience shock, rage, and disgust. The practice of neutrality, in its therapeutic sense, is important in these cases ( Gil & Johnson, 1993 ; Rober, 2011 ). Neutrality means that practitioners maintain their analytic stances while at the same time they remain attuned not only to service users but also to themselves. When practicing neutrality, service providers regulate their own emotional responses in order to remain emotionally available to service users. Neutrality also means that service providers remain open-minded so that they can hear stories that they may not expect to hear; in other words, to make room for the unexpected ( Rober, 2011 ). Attunement to inner processes is a form of reflection that can facilitate the development of trust between service users and providers. When providers are reflective, they are less likely to tune out, close down, and otherwise stop listening to what services users express. When they listen and hear what service users say, they are more likely to facilitate the best possible outcomes in difficult situations ( Weingarten, 2012 ).

Doing research on lived experience can be difficult for informants and for researchers. Acknowledgment of the implications of these difficulties for users of the research has a place in discussion sections.

In summary, most articles are fairly straightforward in their write-ups: focused literature reviews, reflexivity statements in many cases, clear statements of purpose, clarity about sources of research questions and/or hypotheses, identification and definition of key concepts, identification of codes the researcher develops from literature reviews and reflexivity statements, succinct accounting of methods, and findings organized logically by core concepts around which the researcher organizes the multiple dimensions of those concepts. Excellent writing makes articles interesting and accessible. Some kinds of write-ups deviate from these components, but they are held to the same standards of immersion, experiences in context, multiple perspectives, and implications for action and other applications. When authors have the good fortune to have a recommendation to revise and resubmit, suggestions for revisions often improve the quality of the article.

The seemingly endless variations that are possible in the write-up of qualitative research makes writing and reviewing manuscripts challenging, especially when compared to traditions in which rigid rules prevail. However, it is important that approaches to qualitative research continue to evolve to meet with our ever-changing understandings of human phenomena. The clarity and transparency of reports are the fundamental guidelines for making judgments about quality. I often tell my students that the guidelines for doing qualitative research are flexible, and what is important is to be clear about what you did, why you did it, and what you came up with.

The notion of grab is central to write-up. Since qualitative research seeks to understand lived experiences, it is logical that findings report on the lived experiences in vivid terms, replete with quotes from data. This is not to undermine the importance of analysis, but grab is possible even in write-ups that require a great deal of analysis. Grab becomes possible because researchers must provide the evidence for the theories and concepts they develop.

When there are questions about priorities related to informants’ voices, researchers’ interpretations, and prior research, I hope that authors, reviewers, and editors remember that as important as analysis and previous work may be, the voices of informants bring these other important parts of manuscripts to life. Researchers make decisions about whose voices take priority.

There is no one way to respond to these dilemmas. Authors must make their own decisions about what is important to them and then search for journals that will welcome what they want to convey. It’s important to consider pushing the boundaries and writing an article in a way that the researcher thinks will best convey his or her findings.

The importance of quality data, quality analysis, and “grab” are foundational. I began this chapter with a discussion of the balance between description and analysis. I then considered core concepts as organizers of findings, the place of literature reviews, styles of presenting methods and methodologies, and the balance between the voices of informants and researchers. I concluded with the many variations in types of reports that result from the various purposes that qualitative research projects can have. There are many different types of qualitative research and many styles of write-ups. This chapter may sensitize readers to enduring issues in the writing of research reports. Like qualitative research itself, there are multiple points of view on how to write up qualitative research.

Ahmed, A. ( 2013 ). Structural narrative analysis: Understanding experiences of lifestyle migration through two plot typologies.   Qualitative Inquiry , 19 , 231–243.

Google Scholar

American Psychological Association. ( 2009 ). The publication manual of the American Psychological Association (6th ed.). Washington, DC: American Psychological Association.

Google Preview

Becker, H. S. ( 1999 ). The Chicago School, so-called.   Qualitative Sociology , 22 (1), 3–12.

Becker, H. S. , Geer, B. , Hughes, E. C. , & Strauss, A. L. ( 1961 ). Boys in white: Student culture in medical school . Chicago: University of Chicago Press.

Block, E. ( 2012 ). “That’s what I see:” Enhancing AIDS intervention research through deep ethnography.   Qualitative Social Work 14 ( 4 ), 379–394.

Bogdan, R. C. , & Biklen, S. K. ( 2007 ). Qualitative research for education: An introduction to theories and methods (5th ed.). Boston, MA: Allyn & Bacon.

Bennet, B. , Zubrzycki, J. , & Bacon, V. ( 2011 ). What do we know? The experiences of social workers working alongside aboriginal people.   Australian Social Work , 64 (1), 20–37.

Blumer, H. ( 1986 ). The methodological position of symbolic interactionism. In H. Blumer (Ed.), Symbolic interactionism: Perspective and method (pp. 1–60). Berkeley: University of California Press.

Bulmer, M. ( 1984 ). The Chicago School of Sociology: Institutionalization, diversity, and the rise of sociological research . Chicago: University of Chicago Press.

Broom, A. F. , & Doron, A. ( 2013 ). Traditional medicines, collective negotiation, and representations of risks in Indian cancer care.   Qualitative Health Research , 23 (1), 54–65.

Charmaz, K. ( 2006 ). Constructing Grounded Theory: A practical guide through qualitative analysis . London: Sage.

Corbin, J. , & Straus, A. ( 2008 ). Basics of qualitative research (3rd. ed.). Thousand Oaks, CA: Sage.

Cordeau, M. A. ( 2012 ). Linking the transition: A substantive theory of high stakes clinical simulation.   Advances in Nursing Science , 35 (3), E90–E102.

Covan, E. K. ( 2007 ). The discovery of grounded theory in practice: The legacy of multiple methods. In A. Bryant & K. Charmaz (Eds.), The Sage handbook of grounded theory (pp. 58–93). Thousand Oaks, CA: Sage.

Cressey, D. R. ( 1953 ). Other people’s money . Belmont, CA: Wadsworth.

Cronbach, L. ( 1975 ). Beyond the two disciplines of scientific psychology.   American Psychologist , 30 , 116–127.

D’Cruz, H. , Gillingham, P. , & Melendez, S. ( 2007 ). Reflexivity, its meanings and relevance for social work: A critical review of the literature.   British Journal of Social Work , 37 (1), 73–90.

Dollard, J. ( 1937 ). Caste and class in a southern town . New Haven, CT: Yale University Press.

Eck, B. ( 2013 ). How never-married men make sense of an unintended identity.   Journal of Contemporary Ethnography , 42 (1), 31–63.

Egbe, C. O. ( 2013 ). Descriptive poems on a qualitative research with young smokers in southern Nigeria (2013).   Qualitative Inquiry , 19 (5), 353–354.

Ellis, C. ( 2009 ). Revision: Autoethnographic reflections on life and work . Walnut Creek, CA: Left Coast Press.

Faris, R. E. L. ( 1967 ). Chicago sociology 1920-1932 . Chicago: University of Chicago Press.

Furman, R. ( 2007 ). Poetry and narrative as qualitative data: Explorations into existential theory.   The Indo-Pacific Journal of Phenomenology , 7 , 1–9.

Geertz, C. ( 1973 ). The interpretation of culture . New York: Basic.

Gil, E. , & Johnson, T. C. ( 1993 ). Sexualized children: Assessment and treatment of sexualized children and children who molest . Rockville, MD: Launch Press.

Gilgun, J. F. ( 1983 ). The sexual abuse of the young female in life course perspective. 3058 . Ann Arbor, MI: Dissertations Abstracts International.

Gilgun, J. F. (1984). A non-coercive method of helping children discuss their own sexual abuse. Part II: An example of intervention by multiple qualitative case studies. Scribd.com . Retrieved from http://www.scribd.com/doc/117051267/A-Non-Coercive-Method-of-Helping-Children-Discuss-Their-Own-Sexual-Abuse .

Gilgun, J. F. ( 1995 ). “We shared something special”: The moral discourse of incest perpetrators.   Journal of Marriage and the Family , 57 , 265–281.

Gilgun, J. F. ( 1996 a). Human development and adversity in ecological perspective: Part 1: A conceptual framework.   Families in Society , 77 , 395–402.

Gilgun, J. F. ( 1996 b). Human development and adversity in ecological perspective, Part 2: Three patterns.   Families in Society , 77 , 459–576.

Gilgun, Jane F. (l996c November). The phenomenology of family violence. Paper presented at the Preconference Workshop on Theory Construction and Research Methodology, National Council on Family Relations, Kansas City, MO, November 5.

Gilgun, J. F. (1998, November). A comprehensive theory of family violence. Paper presented at the 28th Preconference Workshop on Theory Construction and Research Methodology, National Council on Family Relations , Milwaukee, WI.

Gilgun, J. F. ( 1999 a). CASPARS: New tools for assessing client risks and strengths.   Families in Society , 80 (5), 450–459.

Gilgun, J. F. (1999c, November). In their own words: Men talk about their violence . Paper presented at the 29th Preconference Workshop on Theory Construction and Research Methodology, National Council on Family Relations , Irvine, CA.

Gilgun, Jane F. ( 1999 d ). Methodological pluralism and qualitative family research. In Suzanne K. Steinmetz , Marvin B. Sussman , and Gary W. Peterson (Eds.), Handbook of Marriage and the Family (2nd ed.) (pp. 219–261). New York: Plenum.

Gilgun, J. F. (2000, June 25–28). A comprehensive theory of interpersonal violence . Paper presented at the Victimization of Children and Youth: An International Research Conference, Durham, NH .

Gilgun, J. F. ( 2002 a). Completing the circle: American Indian medicine wheels and the promotion of resilience in children and youth in care.   Journal of Human Behavior and the Social Environment , 6 (2), 65–84.

Gilgun, J. F. ( 2002 b). Social work and the assessment of the potential for violence. In T. N. Tiong & I. Dodds (Eds.), Social work around the world II (pp. 58–74). Berne, Switzerland: International Federation of Social Workers.

Gilgun, J. F. ( 2004 a). A strengths-based approach to child and family assessment. In D. R. Catheral (Ed.), Handbook of stress, trauma and the family (pp. 307–324). New York: Bruner-Routledge.

Gilgun, J. F. ( 2004 b). The 4-D: Strengths-based assessments for youth who’ve experienced adversities.   Journal of Human Behavior in the Social Environment , 10 (4), 51–73 .

Gilgun, J. F. ( 2005 a). Evidence-based practice, descriptive research, and the resilience-schema-gender-brain (RSGB) assessment.   British Journal of Social Work , 35 (6), 843–862.

Gilgun, J. F. ( 2005 b). “ Grab” and good science: Writing up the results of qualitative research.   Qualitative Health Research , 15 (2), 256–262.

Gilgun, J. F. ( 2005 c). Lighten up! The citation dilemma in qualitative research.   Qualitative Health Research , 15 (5), 721–725.

Gilgun, J. F. ( 2005 d). Qualitative research and family psychology.   Journal of Family Psychology , 19 (1), 40–50.

Gilgun, J. F. ( 2006 ). Children and adolescents with problematic sexual behaviors: Lessons from research on resilience. In R. Longo & D. Prescott (Eds.), Current perspectives on working with sexually aggressive youth and youth with sexual behavior problems (pp. 383–394). Holyoke, MA: Neari Press.

Gilgun, Jane F. (2007, November). The legacy of the Chicago School of Sociology for family theory-building, Pre-Conference Workshop on Theory Construction and Research Methodology, National Council on Family Relation, Pittsburgh, PA, November 7.

Gilgun, J. F. ( 2008 ). Lived experience, reflexivity, and research on perpetrators of interpersonal violence.   Qualitative Social Work , 7 (2), 181–197.

Gilgun, J. F. ( 2010 ). Reflections on 25 years of research on violence.   Reflections: Narratives of Professional Helping , 16 (4), 50–59.

Gilgun, J. F. ( 2012 a). Enduring themes in qualitative family research.   Journal of Family Theory and Review , 4 , 80–95.

Gilgun, J. F. (2012b). School shootings are not senseless and other essays on violence . Amazon. http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Ddigital-text&field-keywords=school+shootings+are+not+senseless . Retrieved 2 January 2014.

Gilgun, J. F. (2012c). The thin blue line of police brutality & other essays . Amazon. http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Ddigital-text&field-keywords=the+thin+blue+line+of+police+brutality&rh=n%3A133140011%2Ck%3Athe+thin+blue+line+of+police+brutality . Retrieved 2 January 2014.

Gilgun, J. F. (2013a). The logic of murderous rampages & other essays on violence and its prevention (2nd ed.). Amazon. http://www.amazon.com/Murderous-Rampages-Essays-Violence-Prevention-ebook/dp/B00AYPR18A/ref=sr_1_2?s=digital-text&ie=UTF8&qid=1388681278&sr=1-2&keywords=the+logic+of+murderous+rampages . Retrieved 2 January 2014.

Gilgun, J. F. ( 2013 b). Qualitative family research: Enduring themes and contemporary variations. In G. F. Peterson & K. Bush (Eds.), Handbook of marriage and the family (3rd ed., pp. 91–119). New York: Plenum.

Gilgun, J. F. , & Abrams, L. S. ( 2005 ). Gendered adaptations, resilience, and the perpetration of violence. In M. Ungar (Ed.), Handbook for working with children and Youth: Pathways to resilience across cultures and context (pp. 57–70). Toronto: University of Toronto Press.

Gilgun, J. F. , & Anderson, G. ( 2013 ). Mothers’ perspectives on signs of child sexual abuse in their families.   Families in Society , 94 (4), 259–267.

Gilgun, J. F. , Daly, K. , & Handel, G. (Eds.). ( 1992 ). Qualitative methods in family research . Newbury Park, CA: SAGE Publications.

Gilgun, J. F. , Keskinen, S. , Marti, D. J. , & Rice, K. ( 1999 ). Clinical applications of the CASPARS instruments: Boys who act out sexually.   Families in Society , 80 (6), 629–641.

Gilgun, J. F. , Klein, C. , & Pranis, K. ( 2000 ). The significance of resources in models of risk.   Journal of Interpersonal Violence , 14 , 627–646.

Gilgun, J. F. , & Sands, R. G. (Eds.). ( 2012 ). Special issue: The contributions of qualitative approaches to developmental intervention research.   Qualitative Social Work: Research and Practice , 11 (4), 80–95.

Gilgun, J. F. , & Sussman, M. B. (Eds.). ( 1996 ). The methods and methodologies of qualitative family research . New York: Haworth. Also published as a special issue of Marriage and Family Review , 41 (1–2).

Glaser, B. ( 1978 ). Theoretical sensitivity . Mill Valley, CA: Sociology Press.

Glaser, B. , & Strauss, A. ( 1967 ). The discovery of grounded theory . Chicago: Aldine.

Guba, E. G. , & Lincoln, Y. S. ( 2005 ). Paradigmatic controversies, contradictions, and emerging confluences. In N. K. Denzin & Y. S. Lincoln (Eds.), The Sage handbook of qualitative research (3rd ed.). Thousand Oaks, CA: Sage.

Irvine, L. ( 2013 ). Animals as lifechangers and lifesavers: Pets in the redemptive narratives of homeless people.   Journal of Contemporary Ethnography , 42 (1), 3–30.

Lindesmith, A. ( 1947 ). Opiate addictions . Bloomington, IN: Principia.

McKinney, J. C. ( 1966 ). Constructive typology and social theory . New York: Appleton-Century-Crofts.

Presser, L. ( 2005 ). Negotiating power and narrative in research: Implications for feminist methodology.   Signs: Journal of Women in Culture and Society , 30 (4), 2067–2090.

Rober, P. ( 2011 ). The therapist’s experiencing in family therapy practice.   Journal of Family Therapy , 33 , 233–255.

Saldaña, J. ( 2003 ). Dramatizing data: A primer.   Qualitative Inquiry , 9 , 218–236.

Schatzman, L. ( 1991 ). Dimensional analysis: Notes on an alternative approach to the grounding of theory in qualitative research. In D. R. Maines (Ed.), Social organizations and social process: Essays in honor of Anselm Strauss (pp. 303–314). New York: Aldine de Gruyter.

Scott, J. A. ( 2003 ). Problematizing a researcher’s performance of “insider status:” An autoethnography of “designer disabled” identity.   Qualitative Inquiry , 19 , 101–115.

Sharma, A. , & Gilgun, J. F. ( 2008 ). What perpetrators say about child sexual abuse.   Indian Journal of Social Work , 69 (3), 321–338.

Small, A. W. ( 1916 ). Fifty years of sociology in the United States, 1865–1915.   American Journal of Sociology , 21 , 712–864.

Spermon, D.   Darlington, Y , & Gibney, P. ( 2013 ). Complex posttraumatic stress disorder: Voice of healing.   Qualitative Health Research , 24 (1), 43–53.

Velásquez, G. ( 2011 ). Inside the Church of Scientology: An ethnographic performance script.   Qualitative Inquiry , 17 , 824–836.

Weingarten, K. ( 2012 ). Sorrow: A therapist’s reflection on the inevitable and the unknowable.   Family Process , 51 (4), 440–455.

Winter, K. ( 2010 ). The perspectives of young children in care.   Child and Family Social Work , 15 , 186–195.

Young, P. V. (l928). The reorganization of Jewish family life in America.   Social Forces , 7 , 238–243.

Young, P. V. (l932). The Pilgrims of Russian Town . Chicago: University of Chicago Press.

• About Oxford Academic
• Publish journals with us
• University press partners
• What we publish
• New features  
• Open access
• Institutional account management
• Rights and permissions
• Get help with access
• 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.

• Download PDF
• Share X Facebook Email LinkedIn
• Permissions

SRQR and COREQ Reporting Guidelines for Qualitative Studies

• 1 Department of Surgery, University of Michigan, Ann Arbor
• 2 Institute for Health Policy and Innovation, University of Michigan, Ann Arbor
• 3 Department of Emergency Medicine, UCLA David Geffen School of Medicine, Los Angeles, California
• 4 Statistical Editor, JAMA Surgery
• 5 Web and Social Media Editor, JAMA Surgery
• Editorial Effective Use of Reporting Guidelines to Improve the Quality of Surgical Research Benjamin S. Brooke, MD, PhD; Amir A. Ghaferi, MD, MSc; Melina R. Kibbe, MD JAMA Surgery
• Guide to Statistics and Methods SQUIRE Reporting Guidelines for Quality Improvement Studies Rachel R. Kelz, MD, MSCE, MBA; Todd A. Schwartz, DrPH; Elliott R. Haut, MD, PhD JAMA Surgery
• Guide to Statistics and Methods STROBE Reporting Guidelines for Observational Studies Amir A. Ghaferi, MD, MS; Todd A. Schwartz, DrPH; Timothy M. Pawlik, MD, MPH, PhD JAMA Surgery
• Guide to Statistics and Methods CHEERS Reporting Guidelines for Economic Evaluations Oluwadamilola M. Fayanju, MD, MA, MPHS; Jason S. Haukoos, MD, MSc; Jennifer F. Tseng, MD, MPH JAMA Surgery
• Guide to Statistics and Methods TRIPOD Reporting Guidelines for Diagnostic and Prognostic Studies Rachel E. Patzer, PhD, MPH; Amy H. Kaji, MD, PhD; Yuman Fong, MD JAMA Surgery
• Guide to Statistics and Methods ISPOR Reporting Guidelines for Comparative Effectiveness Research Nader N. Massarweh, MD, MPH; Jason S. Haukoos, MD, MSc; Amir A. Ghaferi, MD, MS JAMA Surgery
• Guide to Statistics and Methods PRISMA Reporting Guidelines for Meta-analyses and Systematic Reviews Shipra Arya, MD, SM; Amy H. Kaji, MD, PhD; Marja A. Boermeester, MD, PhD JAMA Surgery
• Guide to Statistics and Methods AAPOR Reporting Guidelines for Survey Studies Susan C. Pitt, MD, MPHS; Todd A. Schwartz, DrPH; Danny Chu, MD JAMA Surgery
• Guide to Statistics and Methods MOOSE Reporting Guidelines for Meta-analyses of Observational Studies Benjamin S. Brooke, MD, PhD; Todd A. Schwartz, DrPH, MS; Timothy M. Pawlik, MD, MPH, PhD JAMA Surgery
• Guide to Statistics and Methods TREND Reporting Guidelines for Nonrandomized/Quasi-Experimental Study Designs Alex B. Haynes, MD, MPH; Jason S. Haukoos, MD, MSc; Justin B. Dimick, MD, MPH JAMA Surgery
• Guide to Statistics and Methods The CONSORT Framework Ryan P. Merkow, MD, MS; Amy H. Kaji, MD, PhD; Kamal M. F. Itani, MD JAMA Surgery

Appropriate criteria for evaluating rigor in qualitative research depend on the specifics of the approach and methods used, but inadequate reporting hinders the ability of readers to interpret and assess the strength of any qualitative study. 1 - 5 The Standards for Reporting Qualitative Research (SRQR) 5 and the Consolidated Criteria for Reporting Qualitative Research (COREQ) 4 are 2 attempts to improve transparency in qualitative health research through standardizing study reporting ( Box ). Both guidelines were derived by comparing, synthesizing, and supplementing previously published recommendations. The COREQ checklist was published in 2007, synthesized 22 original sources, and is a 32-item checklist. The SRQR was published in 2014, synthesized 40 original sources (including the COREQ), incorporated a review by 5 independent experts, and resulted in a 21-item list of standards.

• Editorial Effective Use of Reporting Guidelines to Improve the Quality of Surgical Research JAMA Surgery

Read More About

Dossett LA , Kaji AH , Cochran A. SRQR and COREQ Reporting Guidelines for Qualitative Studies. JAMA Surg. 2021;156(9):875–876. doi:10.1001/jamasurg.2021.0525

Manage citations:

© 2024

Artificial Intelligence Resource Center

Surgery in JAMA : Read the Latest

Browse and subscribe to JAMA Network podcasts!

Others Also Liked

Select your interests.

Customize your JAMA Network experience by selecting one or more topics from the list below.

• Academic Medicine
• Acid Base, Electrolytes, Fluids
• Allergy and Clinical Immunology
• American Indian or Alaska Natives
• Anesthesiology
• Anticoagulation
• Art and Images in Psychiatry
• Artificial Intelligence
• Assisted Reproduction
• Bleeding and Transfusion
• Caring for the Critically Ill Patient
• Challenges in Clinical Electrocardiography
• Climate and Health
• Climate Change
• Clinical Challenge
• Clinical Decision Support
• Clinical Implications of Basic Neuroscience
• Clinical Pharmacy and Pharmacology
• Complementary and Alternative Medicine
• Consensus Statements
• Coronavirus (COVID-19)
• Critical Care Medicine
• Cultural Competency
• Dental Medicine
• Dermatology
• Diabetes and Endocrinology
• Diagnostic Test Interpretation
• Drug Development
• Electronic Health Records
• Emergency Medicine
• End of Life, Hospice, Palliative Care
• Environmental Health
• Equity, Diversity, and Inclusion
• Facial Plastic Surgery
• Gastroenterology and Hepatology
• Genetics and Genomics
• Genomics and Precision Health
• Global Health
• Guide to Statistics and Methods
• Hair Disorders
• Health Care Delivery Models
• Health Care Economics, Insurance, Payment
• Health Care Quality
• Health Care Reform
• Health Care Safety
• Health Care Workforce
• Health Disparities
• Health Inequities
• Health Policy
• Health Systems Science
• History of Medicine
• Hypertension
• Images in Neurology
• Implementation Science
• Infectious Diseases
• Innovations in Health Care Delivery
• JAMA Infographic
• Law and Medicine
• Leading Change
• Less is More
• LGBTQIA Medicine
• Lifestyle Behaviors
• Medical Coding
• Medical Devices and Equipment
• Medical Education
• Medical Education and Training
• Medical Journals and Publishing
• Mobile Health and Telemedicine
• Narrative Medicine
• Neuroscience and Psychiatry
• Notable Notes
• Nutrition, Obesity, Exercise
• Obstetrics and Gynecology
• Occupational Health
• Ophthalmology
• Orthopedics
• Otolaryngology
• Pain Medicine
• Palliative Care
• Pathology and Laboratory Medicine
• Patient Care
• Patient Information
• Performance Improvement
• Performance Measures
• Perioperative Care and Consultation
• Pharmacoeconomics
• Pharmacoepidemiology
• Pharmacogenetics
• Pharmacy and Clinical Pharmacology
• Physical Medicine and Rehabilitation
• Physical Therapy
• Physician Leadership
• Population Health
• Primary Care
• Professional Well-being
• Professionalism
• Psychiatry and Behavioral Health
• Public Health
• Pulmonary Medicine
• Regulatory Agencies
• Reproductive Health
• Research, Methods, Statistics
• Resuscitation
• Rheumatology
• Risk Management
• Scientific Discovery and the Future of Medicine
• Shared Decision Making and Communication
• Sleep Medicine
• Sports Medicine
• Stem Cell Transplantation
• Substance Use and Addiction Medicine
• Surgical Innovation
• Surgical Pearls
• Teachable Moment
• Technology and Finance
• The Art of JAMA
• The Arts and Medicine
• The Rational Clinical Examination
• Tobacco and e-Cigarettes
• Translational Medicine
• Trauma and Injury
• Treatment Adherence
• Ultrasonography
• Users' Guide to the Medical Literature
• Vaccination
• Venous Thromboembolism
• Veterans Health
• Women's Health
• Workflow and Process
• Wound Care, Infection, Healing
• Register for email alerts with links to free full-text articles
• Access PDFs of free articles
• Manage your interests
• Save searches and receive search alerts

• Privacy Policy

Home » Qualitative Research – Methods, Analysis Types and Guide

Qualitative Research – Methods, Analysis Types and Guide

Table of Contents

Qualitative Research

Qualitative research is a type of research methodology that focuses on exploring and understanding people’s beliefs, attitudes, behaviors, and experiences through the collection and analysis of non-numerical data. It seeks to answer research questions through the examination of subjective data, such as interviews, focus groups, observations, and textual analysis.

Qualitative research aims to uncover the meaning and significance of social phenomena, and it typically involves a more flexible and iterative approach to data collection and analysis compared to quantitative research. Qualitative research is often used in fields such as sociology, anthropology, psychology, and education.

Qualitative Research Methods

Qualitative Research Methods are as follows:

One-to-One Interview

This method involves conducting an interview with a single participant to gain a detailed understanding of their experiences, attitudes, and beliefs. One-to-one interviews can be conducted in-person, over the phone, or through video conferencing. The interviewer typically uses open-ended questions to encourage the participant to share their thoughts and feelings. One-to-one interviews are useful for gaining detailed insights into individual experiences.

Focus Groups

This method involves bringing together a group of people to discuss a specific topic in a structured setting. The focus group is led by a moderator who guides the discussion and encourages participants to share their thoughts and opinions. Focus groups are useful for generating ideas and insights, exploring social norms and attitudes, and understanding group dynamics.

Ethnographic Studies

This method involves immersing oneself in a culture or community to gain a deep understanding of its norms, beliefs, and practices. Ethnographic studies typically involve long-term fieldwork and observation, as well as interviews and document analysis. Ethnographic studies are useful for understanding the cultural context of social phenomena and for gaining a holistic understanding of complex social processes.

Text Analysis

This method involves analyzing written or spoken language to identify patterns and themes. Text analysis can be quantitative or qualitative. Qualitative text analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Text analysis is useful for understanding media messages, public discourse, and cultural trends.

This method involves an in-depth examination of a single person, group, or event to gain an understanding of complex phenomena. Case studies typically involve a combination of data collection methods, such as interviews, observations, and document analysis, to provide a comprehensive understanding of the case. Case studies are useful for exploring unique or rare cases, and for generating hypotheses for further research.

Process of Observation

This method involves systematically observing and recording behaviors and interactions in natural settings. The observer may take notes, use audio or video recordings, or use other methods to document what they see. Process of observation is useful for understanding social interactions, cultural practices, and the context in which behaviors occur.

Record Keeping

This method involves keeping detailed records of observations, interviews, and other data collected during the research process. Record keeping is essential for ensuring the accuracy and reliability of the data, and for providing a basis for analysis and interpretation.

This method involves collecting data from a large sample of participants through a structured questionnaire. Surveys can be conducted in person, over the phone, through mail, or online. Surveys are useful for collecting data on attitudes, beliefs, and behaviors, and for identifying patterns and trends in a population.

Qualitative data analysis is a process of turning unstructured data into meaningful insights. It involves extracting and organizing information from sources like interviews, focus groups, and surveys. The goal is to understand people’s attitudes, behaviors, and motivations

Qualitative Research Analysis Methods

Qualitative Research analysis methods involve a systematic approach to interpreting and making sense of the data collected in qualitative research. Here are some common qualitative data analysis methods:

Thematic Analysis

This method involves identifying patterns or themes in the data that are relevant to the research question. The researcher reviews the data, identifies keywords or phrases, and groups them into categories or themes. Thematic analysis is useful for identifying patterns across multiple data sources and for generating new insights into the research topic.

Content Analysis

This method involves analyzing the content of written or spoken language to identify key themes or concepts. Content analysis can be quantitative or qualitative. Qualitative content analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Content analysis is useful for identifying patterns in media messages, public discourse, and cultural trends.

Discourse Analysis

This method involves analyzing language to understand how it constructs meaning and shapes social interactions. Discourse analysis can involve a variety of methods, such as conversation analysis, critical discourse analysis, and narrative analysis. Discourse analysis is useful for understanding how language shapes social interactions, cultural norms, and power relationships.

Grounded Theory Analysis

This method involves developing a theory or explanation based on the data collected. Grounded theory analysis starts with the data and uses an iterative process of coding and analysis to identify patterns and themes in the data. The theory or explanation that emerges is grounded in the data, rather than preconceived hypotheses. Grounded theory analysis is useful for understanding complex social phenomena and for generating new theoretical insights.

Narrative Analysis

This method involves analyzing the stories or narratives that participants share to gain insights into their experiences, attitudes, and beliefs. Narrative analysis can involve a variety of methods, such as structural analysis, thematic analysis, and discourse analysis. Narrative analysis is useful for understanding how individuals construct their identities, make sense of their experiences, and communicate their values and beliefs.

Phenomenological Analysis

This method involves analyzing how individuals make sense of their experiences and the meanings they attach to them. Phenomenological analysis typically involves in-depth interviews with participants to explore their experiences in detail. Phenomenological analysis is useful for understanding subjective experiences and for developing a rich understanding of human consciousness.

Comparative Analysis

This method involves comparing and contrasting data across different cases or groups to identify similarities and differences. Comparative analysis can be used to identify patterns or themes that are common across multiple cases, as well as to identify unique or distinctive features of individual cases. Comparative analysis is useful for understanding how social phenomena vary across different contexts and groups.

Applications of Qualitative Research

Qualitative research has many applications across different fields and industries. Here are some examples of how qualitative research is used:

• Market Research: Qualitative research is often used in market research to understand consumer attitudes, behaviors, and preferences. Researchers conduct focus groups and one-on-one interviews with consumers to gather insights into their experiences and perceptions of products and services.
• Health Care: Qualitative research is used in health care to explore patient experiences and perspectives on health and illness. Researchers conduct in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
• Education: Qualitative research is used in education to understand student experiences and to develop effective teaching strategies. Researchers conduct classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
• Social Work : Qualitative research is used in social work to explore social problems and to develop interventions to address them. Researchers conduct in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
• Anthropology : Qualitative research is used in anthropology to understand different cultures and societies. Researchers conduct ethnographic studies and observe and interview members of different cultural groups to gain insights into their beliefs, practices, and social structures.
• Psychology : Qualitative research is used in psychology to understand human behavior and mental processes. Researchers conduct in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
• Public Policy : Qualitative research is used in public policy to explore public attitudes and to inform policy decisions. Researchers conduct focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

How to Conduct Qualitative Research

Here are some general steps for conducting qualitative research:

• Identify your research question: Qualitative research starts with a research question or set of questions that you want to explore. This question should be focused and specific, but also broad enough to allow for exploration and discovery.
• Select your research design: There are different types of qualitative research designs, including ethnography, case study, grounded theory, and phenomenology. You should select a design that aligns with your research question and that will allow you to gather the data you need to answer your research question.
• Recruit participants: Once you have your research question and design, you need to recruit participants. The number of participants you need will depend on your research design and the scope of your research. You can recruit participants through advertisements, social media, or through personal networks.
• Collect data: There are different methods for collecting qualitative data, including interviews, focus groups, observation, and document analysis. You should select the method or methods that align with your research design and that will allow you to gather the data you need to answer your research question.
• Analyze data: Once you have collected your data, you need to analyze it. This involves reviewing your data, identifying patterns and themes, and developing codes to organize your data. You can use different software programs to help you analyze your data, or you can do it manually.
• Interpret data: Once you have analyzed your data, you need to interpret it. This involves making sense of the patterns and themes you have identified, and developing insights and conclusions that answer your research question. You should be guided by your research question and use your data to support your conclusions.
• Communicate results: Once you have interpreted your data, you need to communicate your results. This can be done through academic papers, presentations, or reports. You should be clear and concise in your communication, and use examples and quotes from your data to support your findings.

Examples of Qualitative Research

Here are some real-time examples of qualitative research:

• Customer Feedback: A company may conduct qualitative research to understand the feedback and experiences of its customers. This may involve conducting focus groups or one-on-one interviews with customers to gather insights into their attitudes, behaviors, and preferences.
• Healthcare : A healthcare provider may conduct qualitative research to explore patient experiences and perspectives on health and illness. This may involve conducting in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
• Education : An educational institution may conduct qualitative research to understand student experiences and to develop effective teaching strategies. This may involve conducting classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
• Social Work: A social worker may conduct qualitative research to explore social problems and to develop interventions to address them. This may involve conducting in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
• Anthropology : An anthropologist may conduct qualitative research to understand different cultures and societies. This may involve conducting ethnographic studies and observing and interviewing members of different cultural groups to gain insights into their beliefs, practices, and social structures.
• Psychology : A psychologist may conduct qualitative research to understand human behavior and mental processes. This may involve conducting in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
• Public Policy: A government agency or non-profit organization may conduct qualitative research to explore public attitudes and to inform policy decisions. This may involve conducting focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

Purpose of Qualitative Research

The purpose of qualitative research is to explore and understand the subjective experiences, behaviors, and perspectives of individuals or groups in a particular context. Unlike quantitative research, which focuses on numerical data and statistical analysis, qualitative research aims to provide in-depth, descriptive information that can help researchers develop insights and theories about complex social phenomena.

Qualitative research can serve multiple purposes, including:

• Exploring new or emerging phenomena : Qualitative research can be useful for exploring new or emerging phenomena, such as new technologies or social trends. This type of research can help researchers develop a deeper understanding of these phenomena and identify potential areas for further study.
• Understanding complex social phenomena : Qualitative research can be useful for exploring complex social phenomena, such as cultural beliefs, social norms, or political processes. This type of research can help researchers develop a more nuanced understanding of these phenomena and identify factors that may influence them.
• Generating new theories or hypotheses: Qualitative research can be useful for generating new theories or hypotheses about social phenomena. By gathering rich, detailed data about individuals’ experiences and perspectives, researchers can develop insights that may challenge existing theories or lead to new lines of inquiry.
• Providing context for quantitative data: Qualitative research can be useful for providing context for quantitative data. By gathering qualitative data alongside quantitative data, researchers can develop a more complete understanding of complex social phenomena and identify potential explanations for quantitative findings.

When to use Qualitative Research

Here are some situations where qualitative research may be appropriate:

• Exploring a new area: If little is known about a particular topic, qualitative research can help to identify key issues, generate hypotheses, and develop new theories.
• Understanding complex phenomena: Qualitative research can be used to investigate complex social, cultural, or organizational phenomena that are difficult to measure quantitatively.
• Investigating subjective experiences: Qualitative research is particularly useful for investigating the subjective experiences of individuals or groups, such as their attitudes, beliefs, values, or emotions.
• Conducting formative research: Qualitative research can be used in the early stages of a research project to develop research questions, identify potential research participants, and refine research methods.
• Evaluating interventions or programs: Qualitative research can be used to evaluate the effectiveness of interventions or programs by collecting data on participants’ experiences, attitudes, and behaviors.

Characteristics of Qualitative Research

Qualitative research is characterized by several key features, including:

• Focus on subjective experience: Qualitative research is concerned with understanding the subjective experiences, beliefs, and perspectives of individuals or groups in a particular context. Researchers aim to explore the meanings that people attach to their experiences and to understand the social and cultural factors that shape these meanings.
• Use of open-ended questions: Qualitative research relies on open-ended questions that allow participants to provide detailed, in-depth responses. Researchers seek to elicit rich, descriptive data that can provide insights into participants’ experiences and perspectives.
• Sampling-based on purpose and diversity: Qualitative research often involves purposive sampling, in which participants are selected based on specific criteria related to the research question. Researchers may also seek to include participants with diverse experiences and perspectives to capture a range of viewpoints.
• Data collection through multiple methods: Qualitative research typically involves the use of multiple data collection methods, such as in-depth interviews, focus groups, and observation. This allows researchers to gather rich, detailed data from multiple sources, which can provide a more complete picture of participants’ experiences and perspectives.
• Inductive data analysis: Qualitative research relies on inductive data analysis, in which researchers develop theories and insights based on the data rather than testing pre-existing hypotheses. Researchers use coding and thematic analysis to identify patterns and themes in the data and to develop theories and explanations based on these patterns.
• Emphasis on researcher reflexivity: Qualitative research recognizes the importance of the researcher’s role in shaping the research process and outcomes. Researchers are encouraged to reflect on their own biases and assumptions and to be transparent about their role in the research process.

Advantages of Qualitative Research

Qualitative research offers several advantages over other research methods, including:

• Depth and detail: Qualitative research allows researchers to gather rich, detailed data that provides a deeper understanding of complex social phenomena. Through in-depth interviews, focus groups, and observation, researchers can gather detailed information about participants’ experiences and perspectives that may be missed by other research methods.
• Flexibility : Qualitative research is a flexible approach that allows researchers to adapt their methods to the research question and context. Researchers can adjust their research methods in real-time to gather more information or explore unexpected findings.
• Contextual understanding: Qualitative research is well-suited to exploring the social and cultural context in which individuals or groups are situated. Researchers can gather information about cultural norms, social structures, and historical events that may influence participants’ experiences and perspectives.
• Participant perspective : Qualitative research prioritizes the perspective of participants, allowing researchers to explore subjective experiences and understand the meanings that participants attach to their experiences.
• Theory development: Qualitative research can contribute to the development of new theories and insights about complex social phenomena. By gathering rich, detailed data and using inductive data analysis, researchers can develop new theories and explanations that may challenge existing understandings.
• Validity : Qualitative research can offer high validity by using multiple data collection methods, purposive and diverse sampling, and researcher reflexivity. This can help ensure that findings are credible and trustworthy.

Limitations of Qualitative Research

Qualitative research also has some limitations, including:

• Subjectivity : Qualitative research relies on the subjective interpretation of researchers, which can introduce bias into the research process. The researcher’s perspective, beliefs, and experiences can influence the way data is collected, analyzed, and interpreted.
• Limited generalizability: Qualitative research typically involves small, purposive samples that may not be representative of larger populations. This limits the generalizability of findings to other contexts or populations.
• Time-consuming: Qualitative research can be a time-consuming process, requiring significant resources for data collection, analysis, and interpretation.
• Resource-intensive: Qualitative research may require more resources than other research methods, including specialized training for researchers, specialized software for data analysis, and transcription services.
• Limited reliability: Qualitative research may be less reliable than quantitative research, as it relies on the subjective interpretation of researchers. This can make it difficult to replicate findings or compare results across different studies.
• Ethics and confidentiality: Qualitative research involves collecting sensitive information from participants, which raises ethical concerns about confidentiality and informed consent. Researchers must take care to protect the privacy and confidentiality of participants and obtain informed consent.

Also see Research Methods

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

You may also like

Questionnaire – Definition, Types, and Examples

Case Study – Methods, Examples and Guide

Observational Research – Methods and Guide

Quantitative Research – Methods, Types and...

Qualitative Research Methods

Explanatory Research – Types, Methods, Guide

Qualitative Research : Definition

Qualitative research is the naturalistic study of social meanings and processes, using interviews, observations, and the analysis of texts and images.  In contrast to quantitative researchers, whose statistical methods enable broad generalizations about populations (for example, comparisons of the percentages of U.S. demographic groups who vote in particular ways), qualitative researchers use in-depth studies of the social world to analyze how and why groups think and act in particular ways (for instance, case studies of the experiences that shape political views).   

Events and Workshops

• Introduction to NVivo Have you just collected your data and wondered what to do next? Come join us for an introductory session on utilizing NVivo to support your analytical process. This session will only cover features of the software and how to import your records. Please feel free to attend any of the following sessions below: April 25th, 2024 12:30 pm - 1:45 pm Green Library - SVA Conference Room 125 May 9th, 2024 12:30 pm - 1:45 pm Green Library - SVA Conference Room 125 May 30th, 2024 12:30 pm - 1:45 pm Green Library - SVA Conference Room 125
• Next: Choose an approach >>
• Choose an approach
• Find studies
• Learn methods
• Get software
• Get data for secondary analysis
• Network with researchers

• Last Updated: Apr 2, 2024 10:41 AM
• URL: https://guides.library.stanford.edu/qualitative_research

Identifying Barriers and Facilitators to Accessing Care for Historically Marginalized Communities Affected by Parkinson Disease: A Qualitative Study

• Published: 08 May 2024

Cite this article

• Danielle Kipnis 1 ,
• Michele Lin 1 ,
• Alissa Pacheco 1 ,
• Nia Mensah 1 , 5 , 6 ,
• Chelsea E. Macpherson 1 ,
• Kelsey Kempner 1 ,
• Anita Parker 3 ,
• R. Bernard Coley 4 ,
• Denise Coley 4 ,
• Hiral Shah 2 &
• Lori Quinn   ORCID: orcid.org/0000-0002-2982-923X 1  

73 Accesses

Explore all metrics

Introduction

Parkinson disease (PD) is the second most common neurodegenerative disease. Members of the Black Diaspora (MBD) and Hispanic/Latinx people are less likely to receive a timely diagnosis following the onset of symptoms and more likely to experience greater disease severity due to late diagnosis. Historically marginalized populations (i.e., MBD, Hispanic, and Latinx communities) are not accurately represented in research; this, along with many other barriers, compounds underreporting and lack of recognition of PD. It is important to understand barriers to early diagnosis and healthcare access for these historically marginalized populations from the community’s perspective.

Our team conducted two focus groups to identify barriers and facilitators to PD healthcare-seeking behavior. We sought to identify which barriers are modifiable to ultimately improve engagement in neurological care for MBD and Hispanic individuals affected by PD.

We enrolled 15 participants (13 female; African/African American/Black n  = 10, Hispanic/Puerto Rican n  = 3, other n  = 2) for two focus groups. Discussions revealed sources of barriers to healthcare-seeking behavior in three main domains: legacy of racism in the United States, ancestral cultural environment, and healthcare system access. These sources influenced individuals’ PD knowledge and familiarity. Additionally, participants expressed a desire to know more about PD and called for increased community-based programming for education and awareness.

This paper uses a community-based participatory research approach to describe the experiences of MBD, Hispanic, and Latinx people in Manhattan and the surrounding areas in relation to possible sources of healthcare disparities and delayed PD diagnosis. These sources have broad implications and should be addressed through collaborative community programming.

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

Access this article

Price includes VAT (Russian Federation)

Instant access to the full article PDF.

Rent this article via DeepDyve

Institutional subscriptions

Similar content being viewed by others

Transforming Parkinson's Care in Africa (TraPCAf): protocol for a multimethodology National Institute for Health and Care Research Global Health Research Group project

The lived experience of stigma and parkinson’s disease in Kenya: a public health challenge

Rationale and design to evaluate the PRIME Parkinson care model: a prospective observational evaluation of proactive, integrated and patient-centred Parkinson care in The Netherlands (PRIME-NL)

Data availability.

De-identified data is available upon request to the authors.

Code Availability

Not applicable.

This term was decided on with our community partners. It is defined as the collection of individuals without regard to actual ethnicity or country of origin who share in the US Black experience, treatment, or targeting which results in inequitable or disparate treatment from the perceived normal treatment or experience.

When referring to the specific participants in our study, we will use this term to best reflect that participants in our study identified as Hispanic and Puerto Rican. We will use the term Hispanic or Latinx when referring to the population generally or to prior research reporting on those ethnicities.

LaHue SC, Comella CL, Tanner CM. The best medicine? The influence of physical activity and inactivity on Parkinson’s disease. Mov Disord. 2016;31:1444–54. https://doi.org/10.1002/mds.26728 .

Article   PubMed   PubMed Central   Google Scholar  

Wright Willis A, Evanoff BA, Lian M, Criswell SR, Racette BA. Geographic and ethnic variation in Parkinson disease: a population-based study of US Medicare beneficiaries. Neuroepidemiology. 2010;34:143–51. https://doi.org/10.1159/000275491 .

Dahodwala N, Karlawish J, Siderowf A, Duda JE, Mandell DS. Delayed Parkinson’s disease diagnosis among African-Americans: the role of reporting of disability. Neuroepidemiology. 2011;36:150–4. https://doi.org/10.1159/000324935 .

Ben-Joseph A, Marshall CR, Lees AJ, Noyce AJ. Ethnic variation in the manifestation of Parkinson’s disease: a narrative review. JPD. 2020;10:31–45. https://doi.org/10.3233/JPD-191763 .

Article   PubMed   Google Scholar  

Cheng EM, Siderowf AD, Swarztrauber K, Lee M, Vassar S, Jacob E, Eisa MS, Vickrey BG. Disparities of care in veterans with Parkinson’s disease. Parkinsonism Relat Disord. 2008;14:8–14. https://doi.org/10.1016/j.parkreldis.2007.05.001 .

Article   CAS   PubMed   Google Scholar  

Rhee TG, Marottoli RA, Van Ness PH, Levy BR. Impact of perceived racism on healthcare access among older minority adults. Am J Prev Med. 2019;56:580–5. https://doi.org/10.1016/j.amepre.2018.10.010 .

Turner BE, Steinberg JR, Weeks BT, Rodriguez F, Cullen MR. Race/ethnicity reporting and representation in US clinical trials: a cohort study. Lancet Reg Health - Am. 2022;11:100252. https://doi.org/10.1016/j.lana.2022.100252 .

Kipnis D, Pacheco A, Delfing D, Toomer-Mensah N, Macpherson CE, Rieger J, Parker A, Coley RB, Coley D, Shah H, Quinn L. Community-based participatory research approach to address healthcare disparities confronting members of the Black Diaspora with Parkinson’s disease. Parkinsonism Relat Disord. 2024;119:105936. https://doi.org/10.1016/j.parkreldis.2023.105936 .

Heffernan ME, Barrera L, Guzman ZR, Golbeck E, Jedraszko AM, Hays PT, Herzog KA, D’Aquila RT, Ison MG, McColley SA. Barriers and facilitators to recruitment of underrepresented research participants: perspectives of clinical research coordinators. J Clin Trans Sci. 2023;7:e193. https://doi.org/10.1017/cts.2023.611 .

Article   Google Scholar  

Nuytemans K, Manrique CP, Uhlenberg A, Scott WK, Cuccaro ML, Luca CC, Singer C, Vance JM. Motivations for participation in Parkinson disease genetic research among Hispanics versus non-Hispanics. Front Genet. 2019;10:658. https://doi.org/10.3389/fgene.2019.00658 .

Saadi A, Himmelstein DU, Woolhandler S, Mejia NI. Racial disparities in neurologic health care access and utilization in the United States. Neurology. 2017;88:2268–75. https://doi.org/10.1212/WNL.0000000000004025 .

Berkman ND, Sheridan SL, Donahue KE, Halpern DJ, Crotty K. Low health literacy and health outcomes: an updated systematic review. Ann Intern Med. 2011;155:97. https://doi.org/10.7326/0003-4819-155-2-201107190-00005 .

Kim R, Kim H-J, Jeon B. The good, the bad, and the ugly of medical information on the Internet. Mov Disord. 2018;33:754–7. https://doi.org/10.1002/mds.27324 .

Fitzsimmons P, Michael B, Hulley J, Scott G. A readability assessment of online Parkinson’s disease information. JRCPE. 2010;40:292–6. https://doi.org/10.4997/JRCPE.2010.401 .

Article   CAS   Google Scholar  

Chapman EN, Kaatz A, Carnes M. Physicians and implicit bias: how doctors may unwittingly perpetuate health care disparities. J Gen Intern Med. 2013;28:1504–10. https://doi.org/10.1007/s11606-013-2441-1 .

Hall WJ, Chapman MV, Lee KM, Merino YM, Thomas TW, Payne BK, Eng E, Day SH, Coyne-Beasley T. Implicit racial/ethnic bias among health care professionals and its influence on health care outcomes: a systematic review. Am J Public Health. 2015;105:e60–76. https://doi.org/10.2105/AJPH.2015.302903 .

Dahodwala N, Xie M, Noll E, Siderowf A, Mandell DS. Treatment disparities in Parkinson’s disease. Ann Neurol. 2009;66:142–5. https://doi.org/10.1002/ana.21774 .

Pan S, Stutzbach J, Reichwein S, Lee BK, Dahodwala N. Knowledge and attitudes about Parkinson’s disease among a diverse group of older adults. J Cross Cult Gerontol. 2014;29:339–52. https://doi.org/10.1007/s10823-014-9233-x .

Xia R, Stone JR, Hoffman JE, Klappa SG. Promoting community health and eliminating health disparities through community-based participatory research. Phys Ther. 2016;96:410–7. https://doi.org/10.2522/ptj.20140529 .

Neubauer BE, Witkop CT, Varpio L. How phenomenology can help us learn from the experiences of others, Perspect. Med Educ. 2019;8:90–7. https://doi.org/10.1007/s40037-019-0509-2 .

Betancourt JR, Green AR, Carrillo JE, Ananeh-Firempong O. Defining cultural competence: a practical framework for addressing racial/ethnic disparities in health and health care. Public Health Rep. 2003;118:293–302. https://doi.org/10.1016/S0033-3549(04)50253-4 .

Yacoubian TA, Howard G, Kissela B, Sands CD, Standaert DG. Racial differences in Parkinson’s disease medication use in the reasons for geographic and racial differences in stroke cohort: a cross-sectional study. Neuroepidemiology. 2009;33:329–34. https://doi.org/10.1159/000254568 .

Social Determinants of Health - Healthy People 2030 health.gov. 2023. https://health.gov/healthypeople/priority-areas/social-determinants-health . Accessed 22 Jun 2023.

Canizares M, Gignac M, Hogg-Johnson S, Glazier RH, Badley EM. Do baby boomers use more healthcare services than other generations? Longitudinal trajectories of physician service use across five birth cohorts. BMJ Open. 2016;6:e013276. https://doi.org/10.1136/bmjopen-2016-013276 .

Lopez De Coca T, Moreno L, Alacreu M, Sebastian-Morello M. Bridging the generational digital divide in the healthcare environment. JPM. 2022;12:1214. https://doi.org/10.3390/jpm12081214 .

Ferdinand KC. Novel interventions in addressing racial disparities in blood pressure control: potential utilization of barbershops in Black men. Circulation. 2018;138:339–41. https://doi.org/10.1161/CIRCULATIONAHA.118.034869 .

Campbell MK, Hudson MA, Resnicow K, Blakeney N, Paxton A, Baskin M. Church-based health promotion interventions: evidence and lessons learned. Annu Rev Public Health. 2007;28:213–34. https://doi.org/10.1146/annurev.publhealth.28.021406.144016 .

Bernard Coley R, Coley D. Utilizing a variation of the train the trainer model to create best practice guidelines and to build a culturally sensitive and community educated team of ambassadors to increase diverse enrollment in clinical trial research studies. Barcelona, Spain: World Parkinson Congress; 2023;.

Download references

Acknowledgements

We would like to acknowledge Ms. Norma Husband, RN, who was a partner in our community-based participatory research project from 2018 to 2021. We would also like to acknowledge Elizabeth Delaney, MSW, LCSW, and Dr. Glenn Stebbins [GS], PhD, for their consultation throughout this project and Ashrita Satchida, MA, for her contributions to the literature review.

This publication was supported by the National Center for Advancing Translational Sciences, National Institutes of Health, through Grant Number UL1TR001873.

Author information

Authors and affiliations.

Department of Biobehavioral Sciences, Teachers College, Columbia University, New York, USA

Danielle Kipnis, Michele Lin, Alissa Pacheco, Nia Mensah, Yu Gu, Chelsea E. Macpherson, Kelsey Kempner & Lori Quinn

Department of Neurology, Columbia University Irving Medical Center, New York, USA

St. Luke A.M.E. Church, New York, USA

Anita Parker

SIG-Black Diaspora, Morgan Hill, CA, USA

R. Bernard Coley & Denise Coley

Long Island University, Brooklyn, NY, USA

Kusudi International, New York, USA

You can also search for this author in PubMed   Google Scholar

Contributions

Research project: A. conception, B. organization, C. execution.

Statistical analysis: A. design, B. execution, C. review and critique

Manuscript preparation: A. writing of the first draft, B. review and critique

Danielle Kipnis: 1A, 1B, 1C, 2A, 2B, 2C, 3A, 3B

Michele Lin: 2A, 2B, 2C, 3A, 3B

Alissa Pacheco: 1A, 1B, 1C, 2C, 3B

Nia Mensah: 1A, 1B, 2C, 3B

Yu Gu: 1A, 1B, 1C, 2C, 3B

Chelsea Macpherson: 1A, 1B, 2C, 3B

Kelsey Kempner: 3A, 3B

Bernard Coley: 2C, 3B

Denise Coley: 2C, 3B

Anita Parker: 1A, 1B, 1C, 2C, 3B

Hiral Shah: 1A, 1B, 1C, 2A, 2C, 3B

Lori Quinn: 1A, 1B, 1C, 2A, 2C, 3B

Corresponding author

Correspondence to Lori Quinn .

Ethics declarations

Ethics approval.

We obtained ethical approval to conduct research from the Teachers College and Columbia University Institutional Review Boards (IRB # 21–265 and IRB-AAAT5742).

Consent to Participate

Informed consent was obtained from all participants to participate in the study.

Consent for Publication

Consent for publication was obtained from all participants in the signed informed consent document.

Competing Interests

The authors declare no competing to disclose.

The content is solely the responsibility of the authors and does not necessarily represent the official views of the NIH.

Additional information

Publisher's note.

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

Rights and permissions

Springer Nature or its licensor (e.g. a society or other partner) holds exclusive rights to this article under a publishing agreement with the author(s) or other rightsholder(s); author self-archiving of the accepted manuscript version of this article is solely governed by the terms of such publishing agreement and applicable law.

Reprints and permissions

About this article

Kipnis, D., Lin, M., Pacheco, A. et al. Identifying Barriers and Facilitators to Accessing Care for Historically Marginalized Communities Affected by Parkinson Disease: A Qualitative Study. J. Racial and Ethnic Health Disparities (2024). https://doi.org/10.1007/s40615-024-02011-2

Download citation

Received : 18 October 2023

Revised : 07 April 2024

Accepted : 18 April 2024

Published : 08 May 2024

DOI : https://doi.org/10.1007/s40615-024-02011-2

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

• Parkinson disease
• Healthcare disparities
• Community-based participatory research
• Members of the Black Diaspora
• Hispanic people
• Puerto Rican people
• Qualitative research
• Find a journal
• Publish with us
• Track your research

This paper is in the following e-collection/theme issue:

Published on 17.5.2024 in Vol 26 (2024)

Reporting of Ethical Considerations in Qualitative Research Utilizing Social Media Data on Public Health Care: Scoping Review

Authors of this article:

Yujie Zhang   1, 2 * , MD ;   Jiaqi Fu   1, 2 * , MD ;   Jie Lai   1, 2 * , MD ;   Shisi Deng   1, 2 , MD ;   Zihan Guo   1, 2 , MD ;   Chuhan Zhong   1, 2 , MD ;   Jianyao Tang   1, 2 , MD ;   Wenqiong Cao   2 , BSc ;   Yanni Wu   2 , PhD

1 School of Nursing, Southern Medical University, Guangzhou, China

2 Nanfang Hospital, Southern Medical University, Guangzhou, China

*these authors contributed equally

Corresponding Author:

• Yanni Wu , PhD
• Nanfang Hospital
• Southern Medical University
• No 1838 Guangzhou Avenue North
• Baiyun District, Guangdong Province
• Guangzhou , 510515
• Phone: 86 02061641192
• Email: [email protected]

An official website of the United States government

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

• Publications
• Account settings

Preview improvements coming to the PMC website in October 2024. Learn More or Try it out now .

• Advanced Search
• Journal List
• Can J Hosp Pharm
• v.68(3); May-Jun 2015

Qualitative Research: Data Collection, Analysis, and Management

Introduction.

In an earlier paper, 1 we presented an introduction to using qualitative research methods in pharmacy practice. In this article, we review some principles of the collection, analysis, and management of qualitative data to help pharmacists interested in doing research in their practice to continue their learning in this area. Qualitative research can help researchers to access the thoughts and feelings of research participants, which can enable development of an understanding of the meaning that people ascribe to their experiences. Whereas quantitative research methods can be used to determine how many people undertake particular behaviours, qualitative methods can help researchers to understand how and why such behaviours take place. Within the context of pharmacy practice research, qualitative approaches have been used to examine a diverse array of topics, including the perceptions of key stakeholders regarding prescribing by pharmacists and the postgraduation employment experiences of young pharmacists (see “Further Reading” section at the end of this article).

In the previous paper, 1 we outlined 3 commonly used methodologies: ethnography 2 , grounded theory 3 , and phenomenology. 4 Briefly, ethnography involves researchers using direct observation to study participants in their “real life” environment, sometimes over extended periods. Grounded theory and its later modified versions (e.g., Strauss and Corbin 5 ) use face-to-face interviews and interactions such as focus groups to explore a particular research phenomenon and may help in clarifying a less-well-understood problem, situation, or context. Phenomenology shares some features with grounded theory (such as an exploration of participants’ behaviour) and uses similar techniques to collect data, but it focuses on understanding how human beings experience their world. It gives researchers the opportunity to put themselves in another person’s shoes and to understand the subjective experiences of participants. 6 Some researchers use qualitative methodologies but adopt a different standpoint, and an example of this appears in the work of Thurston and others, 7 discussed later in this paper.

Qualitative work requires reflection on the part of researchers, both before and during the research process, as a way of providing context and understanding for readers. When being reflexive, researchers should not try to simply ignore or avoid their own biases (as this would likely be impossible); instead, reflexivity requires researchers to reflect upon and clearly articulate their position and subjectivities (world view, perspectives, biases), so that readers can better understand the filters through which questions were asked, data were gathered and analyzed, and findings were reported. From this perspective, bias and subjectivity are not inherently negative but they are unavoidable; as a result, it is best that they be articulated up-front in a manner that is clear and coherent for readers.

THE PARTICIPANT’S VIEWPOINT

What qualitative study seeks to convey is why people have thoughts and feelings that might affect the way they behave. Such study may occur in any number of contexts, but here, we focus on pharmacy practice and the way people behave with regard to medicines use (e.g., to understand patients’ reasons for nonadherence with medication therapy or to explore physicians’ resistance to pharmacists’ clinical suggestions). As we suggested in our earlier article, 1 an important point about qualitative research is that there is no attempt to generalize the findings to a wider population. Qualitative research is used to gain insights into people’s feelings and thoughts, which may provide the basis for a future stand-alone qualitative study or may help researchers to map out survey instruments for use in a quantitative study. It is also possible to use different types of research in the same study, an approach known as “mixed methods” research, and further reading on this topic may be found at the end of this paper.

The role of the researcher in qualitative research is to attempt to access the thoughts and feelings of study participants. This is not an easy task, as it involves asking people to talk about things that may be very personal to them. Sometimes the experiences being explored are fresh in the participant’s mind, whereas on other occasions reliving past experiences may be difficult. However the data are being collected, a primary responsibility of the researcher is to safeguard participants and their data. Mechanisms for such safeguarding must be clearly articulated to participants and must be approved by a relevant research ethics review board before the research begins. Researchers and practitioners new to qualitative research should seek advice from an experienced qualitative researcher before embarking on their project.

DATA COLLECTION

Whatever philosophical standpoint the researcher is taking and whatever the data collection method (e.g., focus group, one-to-one interviews), the process will involve the generation of large amounts of data. In addition to the variety of study methodologies available, there are also different ways of making a record of what is said and done during an interview or focus group, such as taking handwritten notes or video-recording. If the researcher is audio- or video-recording data collection, then the recordings must be transcribed verbatim before data analysis can begin. As a rough guide, it can take an experienced researcher/transcriber 8 hours to transcribe one 45-minute audio-recorded interview, a process than will generate 20–30 pages of written dialogue.

Many researchers will also maintain a folder of “field notes” to complement audio-taped interviews. Field notes allow the researcher to maintain and comment upon impressions, environmental contexts, behaviours, and nonverbal cues that may not be adequately captured through the audio-recording; they are typically handwritten in a small notebook at the same time the interview takes place. Field notes can provide important context to the interpretation of audio-taped data and can help remind the researcher of situational factors that may be important during data analysis. Such notes need not be formal, but they should be maintained and secured in a similar manner to audio tapes and transcripts, as they contain sensitive information and are relevant to the research. For more information about collecting qualitative data, please see the “Further Reading” section at the end of this paper.

DATA ANALYSIS AND MANAGEMENT

If, as suggested earlier, doing qualitative research is about putting oneself in another person’s shoes and seeing the world from that person’s perspective, the most important part of data analysis and management is to be true to the participants. It is their voices that the researcher is trying to hear, so that they can be interpreted and reported on for others to read and learn from. To illustrate this point, consider the anonymized transcript excerpt presented in Appendix 1 , which is taken from a research interview conducted by one of the authors (J.S.). We refer to this excerpt throughout the remainder of this paper to illustrate how data can be managed, analyzed, and presented.

Interpretation of Data

Interpretation of the data will depend on the theoretical standpoint taken by researchers. For example, the title of the research report by Thurston and others, 7 “Discordant indigenous and provider frames explain challenges in improving access to arthritis care: a qualitative study using constructivist grounded theory,” indicates at least 2 theoretical standpoints. The first is the culture of the indigenous population of Canada and the place of this population in society, and the second is the social constructivist theory used in the constructivist grounded theory method. With regard to the first standpoint, it can be surmised that, to have decided to conduct the research, the researchers must have felt that there was anecdotal evidence of differences in access to arthritis care for patients from indigenous and non-indigenous backgrounds. With regard to the second standpoint, it can be surmised that the researchers used social constructivist theory because it assumes that behaviour is socially constructed; in other words, people do things because of the expectations of those in their personal world or in the wider society in which they live. (Please see the “Further Reading” section for resources providing more information about social constructivist theory and reflexivity.) Thus, these 2 standpoints (and there may have been others relevant to the research of Thurston and others 7 ) will have affected the way in which these researchers interpreted the experiences of the indigenous population participants and those providing their care. Another standpoint is feminist standpoint theory which, among other things, focuses on marginalized groups in society. Such theories are helpful to researchers, as they enable us to think about things from a different perspective. Being aware of the standpoints you are taking in your own research is one of the foundations of qualitative work. Without such awareness, it is easy to slip into interpreting other people’s narratives from your own viewpoint, rather than that of the participants.

To analyze the example in Appendix 1 , we will adopt a phenomenological approach because we want to understand how the participant experienced the illness and we want to try to see the experience from that person’s perspective. It is important for the researcher to reflect upon and articulate his or her starting point for such analysis; for example, in the example, the coder could reflect upon her own experience as a female of a majority ethnocultural group who has lived within middle class and upper middle class settings. This personal history therefore forms the filter through which the data will be examined. This filter does not diminish the quality or significance of the analysis, since every researcher has his or her own filters; however, by explicitly stating and acknowledging what these filters are, the researcher makes it easer for readers to contextualize the work.

Transcribing and Checking

For the purposes of this paper it is assumed that interviews or focus groups have been audio-recorded. As mentioned above, transcribing is an arduous process, even for the most experienced transcribers, but it must be done to convert the spoken word to the written word to facilitate analysis. For anyone new to conducting qualitative research, it is beneficial to transcribe at least one interview and one focus group. It is only by doing this that researchers realize how difficult the task is, and this realization affects their expectations when asking others to transcribe. If the research project has sufficient funding, then a professional transcriber can be hired to do the work. If this is the case, then it is a good idea to sit down with the transcriber, if possible, and talk through the research and what the participants were talking about. This background knowledge for the transcriber is especially important in research in which people are using jargon or medical terms (as in pharmacy practice). Involving your transcriber in this way makes the work both easier and more rewarding, as he or she will feel part of the team. Transcription editing software is also available, but it is expensive. For example, ELAN (more formally known as EUDICO Linguistic Annotator, developed at the Technical University of Berlin) 8 is a tool that can help keep data organized by linking media and data files (particularly valuable if, for example, video-taping of interviews is complemented by transcriptions). It can also be helpful in searching complex data sets. Products such as ELAN do not actually automatically transcribe interviews or complete analyses, and they do require some time and effort to learn; nonetheless, for some research applications, it may be a valuable to consider such software tools.

All audio recordings should be transcribed verbatim, regardless of how intelligible the transcript may be when it is read back. Lines of text should be numbered. Once the transcription is complete, the researcher should read it while listening to the recording and do the following: correct any spelling or other errors; anonymize the transcript so that the participant cannot be identified from anything that is said (e.g., names, places, significant events); insert notations for pauses, laughter, looks of discomfort; insert any punctuation, such as commas and full stops (periods) (see Appendix 1 for examples of inserted punctuation), and include any other contextual information that might have affected the participant (e.g., temperature or comfort of the room).

Dealing with the transcription of a focus group is slightly more difficult, as multiple voices are involved. One way of transcribing such data is to “tag” each voice (e.g., Voice A, Voice B). In addition, the focus group will usually have 2 facilitators, whose respective roles will help in making sense of the data. While one facilitator guides participants through the topic, the other can make notes about context and group dynamics. More information about group dynamics and focus groups can be found in resources listed in the “Further Reading” section.

Reading between the Lines

During the process outlined above, the researcher can begin to get a feel for the participant’s experience of the phenomenon in question and can start to think about things that could be pursued in subsequent interviews or focus groups (if appropriate). In this way, one participant’s narrative informs the next, and the researcher can continue to interview until nothing new is being heard or, as it says in the text books, “saturation is reached”. While continuing with the processes of coding and theming (described in the next 2 sections), it is important to consider not just what the person is saying but also what they are not saying. For example, is a lengthy pause an indication that the participant is finding the subject difficult, or is the person simply deciding what to say? The aim of the whole process from data collection to presentation is to tell the participants’ stories using exemplars from their own narratives, thus grounding the research findings in the participants’ lived experiences.

Smith 9 suggested a qualitative research method known as interpretative phenomenological analysis, which has 2 basic tenets: first, that it is rooted in phenomenology, attempting to understand the meaning that individuals ascribe to their lived experiences, and second, that the researcher must attempt to interpret this meaning in the context of the research. That the researcher has some knowledge and expertise in the subject of the research means that he or she can have considerable scope in interpreting the participant’s experiences. Larkin and others 10 discussed the importance of not just providing a description of what participants say. Rather, interpretative phenomenological analysis is about getting underneath what a person is saying to try to truly understand the world from his or her perspective.

Once all of the research interviews have been transcribed and checked, it is time to begin coding. Field notes compiled during an interview can be a useful complementary source of information to facilitate this process, as the gap in time between an interview, transcribing, and coding can result in memory bias regarding nonverbal or environmental context issues that may affect interpretation of data.

Coding refers to the identification of topics, issues, similarities, and differences that are revealed through the participants’ narratives and interpreted by the researcher. This process enables the researcher to begin to understand the world from each participant’s perspective. Coding can be done by hand on a hard copy of the transcript, by making notes in the margin or by highlighting and naming sections of text. More commonly, researchers use qualitative research software (e.g., NVivo, QSR International Pty Ltd; www.qsrinternational.com/products_nvivo.aspx ) to help manage their transcriptions. It is advised that researchers undertake a formal course in the use of such software or seek supervision from a researcher experienced in these tools.

Returning to Appendix 1 and reading from lines 8–11, a code for this section might be “diagnosis of mental health condition”, but this would just be a description of what the participant is talking about at that point. If we read a little more deeply, we can ask ourselves how the participant might have come to feel that the doctor assumed he or she was aware of the diagnosis or indeed that they had only just been told the diagnosis. There are a number of pauses in the narrative that might suggest the participant is finding it difficult to recall that experience. Later in the text, the participant says “nobody asked me any questions about my life” (line 19). This could be coded simply as “health care professionals’ consultation skills”, but that would not reflect how the participant must have felt never to be asked anything about his or her personal life, about the participant as a human being. At the end of this excerpt, the participant just trails off, recalling that no-one showed any interest, which makes for very moving reading. For practitioners in pharmacy, it might also be pertinent to explore the participant’s experience of akathisia and why this was left untreated for 20 years.

One of the questions that arises about qualitative research relates to the reliability of the interpretation and representation of the participants’ narratives. There are no statistical tests that can be used to check reliability and validity as there are in quantitative research. However, work by Lincoln and Guba 11 suggests that there are other ways to “establish confidence in the ‘truth’ of the findings” (p. 218). They call this confidence “trustworthiness” and suggest that there are 4 criteria of trustworthiness: credibility (confidence in the “truth” of the findings), transferability (showing that the findings have applicability in other contexts), dependability (showing that the findings are consistent and could be repeated), and confirmability (the extent to which the findings of a study are shaped by the respondents and not researcher bias, motivation, or interest).

One way of establishing the “credibility” of the coding is to ask another researcher to code the same transcript and then to discuss any similarities and differences in the 2 resulting sets of codes. This simple act can result in revisions to the codes and can help to clarify and confirm the research findings.

Theming refers to the drawing together of codes from one or more transcripts to present the findings of qualitative research in a coherent and meaningful way. For example, there may be examples across participants’ narratives of the way in which they were treated in hospital, such as “not being listened to” or “lack of interest in personal experiences” (see Appendix 1 ). These may be drawn together as a theme running through the narratives that could be named “the patient’s experience of hospital care”. The importance of going through this process is that at its conclusion, it will be possible to present the data from the interviews using quotations from the individual transcripts to illustrate the source of the researchers’ interpretations. Thus, when the findings are organized for presentation, each theme can become the heading of a section in the report or presentation. Underneath each theme will be the codes, examples from the transcripts, and the researcher’s own interpretation of what the themes mean. Implications for real life (e.g., the treatment of people with chronic mental health problems) should also be given.

DATA SYNTHESIS

In this final section of this paper, we describe some ways of drawing together or “synthesizing” research findings to represent, as faithfully as possible, the meaning that participants ascribe to their life experiences. This synthesis is the aim of the final stage of qualitative research. For most readers, the synthesis of data presented by the researcher is of crucial significance—this is usually where “the story” of the participants can be distilled, summarized, and told in a manner that is both respectful to those participants and meaningful to readers. There are a number of ways in which researchers can synthesize and present their findings, but any conclusions drawn by the researchers must be supported by direct quotations from the participants. In this way, it is made clear to the reader that the themes under discussion have emerged from the participants’ interviews and not the mind of the researcher. The work of Latif and others 12 gives an example of how qualitative research findings might be presented.

Planning and Writing the Report

As has been suggested above, if researchers code and theme their material appropriately, they will naturally find the headings for sections of their report. Qualitative researchers tend to report “findings” rather than “results”, as the latter term typically implies that the data have come from a quantitative source. The final presentation of the research will usually be in the form of a report or a paper and so should follow accepted academic guidelines. In particular, the article should begin with an introduction, including a literature review and rationale for the research. There should be a section on the chosen methodology and a brief discussion about why qualitative methodology was most appropriate for the study question and why one particular methodology (e.g., interpretative phenomenological analysis rather than grounded theory) was selected to guide the research. The method itself should then be described, including ethics approval, choice of participants, mode of recruitment, and method of data collection (e.g., semistructured interviews or focus groups), followed by the research findings, which will be the main body of the report or paper. The findings should be written as if a story is being told; as such, it is not necessary to have a lengthy discussion section at the end. This is because much of the discussion will take place around the participants’ quotes, such that all that is needed to close the report or paper is a summary, limitations of the research, and the implications that the research has for practice. As stated earlier, it is not the intention of qualitative research to allow the findings to be generalized, and therefore this is not, in itself, a limitation.

Planning out the way that findings are to be presented is helpful. It is useful to insert the headings of the sections (the themes) and then make a note of the codes that exemplify the thoughts and feelings of your participants. It is generally advisable to put in the quotations that you want to use for each theme, using each quotation only once. After all this is done, the telling of the story can begin as you give your voice to the experiences of the participants, writing around their quotations. Do not be afraid to draw assumptions from the participants’ narratives, as this is necessary to give an in-depth account of the phenomena in question. Discuss these assumptions, drawing on your participants’ words to support you as you move from one code to another and from one theme to the next. Finally, as appropriate, it is possible to include examples from literature or policy documents that add support for your findings. As an exercise, you may wish to code and theme the sample excerpt in Appendix 1 and tell the participant’s story in your own way. Further reading about “doing” qualitative research can be found at the end of this paper.

CONCLUSIONS

Qualitative research can help researchers to access the thoughts and feelings of research participants, which can enable development of an understanding of the meaning that people ascribe to their experiences. It can be used in pharmacy practice research to explore how patients feel about their health and their treatment. Qualitative research has been used by pharmacists to explore a variety of questions and problems (see the “Further Reading” section for examples). An understanding of these issues can help pharmacists and other health care professionals to tailor health care to match the individual needs of patients and to develop a concordant relationship. Doing qualitative research is not easy and may require a complete rethink of how research is conducted, particularly for researchers who are more familiar with quantitative approaches. There are many ways of conducting qualitative research, and this paper has covered some of the practical issues regarding data collection, analysis, and management. Further reading around the subject will be essential to truly understand this method of accessing peoples’ thoughts and feelings to enable researchers to tell participants’ stories.

Appendix 1. Excerpt from a sample transcript

The participant (age late 50s) had suffered from a chronic mental health illness for 30 years. The participant had become a “revolving door patient,” someone who is frequently in and out of hospital. As the participant talked about past experiences, the researcher asked:

• What was treatment like 30 years ago?
• Umm—well it was pretty much they could do what they wanted with you because I was put into the er, the er kind of system er, I was just on
• endless section threes.
• Really…
• But what I didn’t realize until later was that if you haven’t actually posed a threat to someone or yourself they can’t really do that but I didn’t know
• that. So wh-when I first went into hospital they put me on the forensic ward ’cause they said, “We don’t think you’ll stay here we think you’ll just
• run-run away.” So they put me then onto the acute admissions ward and – er – I can remember one of the first things I recall when I got onto that
• ward was sitting down with a er a Dr XXX. He had a book this thick [gestures] and on each page it was like three questions and he went through
• all these questions and I answered all these questions. So we’re there for I don’t maybe two hours doing all that and he asked me he said “well
• when did somebody tell you then that you have schizophrenia” I said “well nobody’s told me that” so he seemed very surprised but nobody had
• actually [pause] whe-when I first went up there under police escort erm the senior kind of consultants people I’d been to where I was staying and
• ermm so er [pause] I . . . the, I can remember the very first night that I was there and given this injection in this muscle here [gestures] and just
• having dreadful side effects the next day I woke up [pause]
• . . . and I suffered that akathesia I swear to you, every minute of every day for about 20 years.
• Oh how awful.
• And that side of it just makes life impossible so the care on the wards [pause] umm I don’t know it’s kind of, it’s kind of hard to put into words
• [pause]. Because I’m not saying they were sort of like not friendly or interested but then nobody ever seemed to want to talk about your life [pause]
• nobody asked me any questions about my life. The only questions that came into was they asked me if I’d be a volunteer for these student exams
• and things and I said “yeah” so all the questions were like “oh what jobs have you done,” er about your relationships and things and er but
• nobody actually sat down and had a talk and showed some interest in you as a person you were just there basically [pause] um labelled and you
• know there was there was [pause] but umm [pause] yeah . . .

This article is the 10th in the CJHP Research Primer Series, an initiative of the CJHP Editorial Board and the CSHP Research Committee. The planned 2-year series is intended to appeal to relatively inexperienced researchers, with the goal of building research capacity among practising pharmacists. The articles, presenting simple but rigorous guidance to encourage and support novice researchers, are being solicited from authors with appropriate expertise.

Previous articles in this series:

Bond CM. The research jigsaw: how to get started. Can J Hosp Pharm . 2014;67(1):28–30.

Tully MP. Research: articulating questions, generating hypotheses, and choosing study designs. Can J Hosp Pharm . 2014;67(1):31–4.

Loewen P. Ethical issues in pharmacy practice research: an introductory guide. Can J Hosp Pharm. 2014;67(2):133–7.

Tsuyuki RT. Designing pharmacy practice research trials. Can J Hosp Pharm . 2014;67(3):226–9.

Bresee LC. An introduction to developing surveys for pharmacy practice research. Can J Hosp Pharm . 2014;67(4):286–91.

Gamble JM. An introduction to the fundamentals of cohort and case–control studies. Can J Hosp Pharm . 2014;67(5):366–72.

Austin Z, Sutton J. Qualitative research: getting started. C an J Hosp Pharm . 2014;67(6):436–40.

Houle S. An introduction to the fundamentals of randomized controlled trials in pharmacy research. Can J Hosp Pharm . 2014; 68(1):28–32.

Charrois TL. Systematic reviews: What do you need to know to get started? Can J Hosp Pharm . 2014;68(2):144–8.

Competing interests: None declared.

Further Reading

Examples of qualitative research in pharmacy practice.

• Farrell B, Pottie K, Woodend K, Yao V, Dolovich L, Kennie N, et al. Shifts in expectations: evaluating physicians’ perceptions as pharmacists integrated into family practice. J Interprof Care. 2010; 24 (1):80–9. [ PubMed ] [ Google Scholar ]
• Gregory P, Austin Z. Postgraduation employment experiences of new pharmacists in Ontario in 2012–2013. Can Pharm J. 2014; 147 (5):290–9. [ PMC free article ] [ PubMed ] [ Google Scholar ]
• Marks PZ, Jennnings B, Farrell B, Kennie-Kaulbach N, Jorgenson D, Pearson-Sharpe J, et al. “I gained a skill and a change in attitude”: a case study describing how an online continuing professional education course for pharmacists supported achievement of its transfer to practice outcomes. Can J Univ Contin Educ. 2014; 40 (2):1–18. [ Google Scholar ]
• Nair KM, Dolovich L, Brazil K, Raina P. It’s all about relationships: a qualitative study of health researchers’ perspectives on interdisciplinary research. BMC Health Serv Res. 2008; 8 :110. [ PMC free article ] [ PubMed ] [ Google Scholar ]
• Pojskic N, MacKeigan L, Boon H, Austin Z. Initial perceptions of key stakeholders in Ontario regarding independent prescriptive authority for pharmacists. Res Soc Adm Pharm. 2014; 10 (2):341–54. [ PubMed ] [ Google Scholar ]

Qualitative Research in General

• Breakwell GM, Hammond S, Fife-Schaw C. Research methods in psychology. Thousand Oaks (CA): Sage Publications; 1995. [ Google Scholar ]
• Given LM. 100 questions (and answers) about qualitative research. Thousand Oaks (CA): Sage Publications; 2015. [ Google Scholar ]
• Miles B, Huberman AM. Qualitative data analysis. Thousand Oaks (CA): Sage Publications; 2009. [ Google Scholar ]
• Patton M. Qualitative research and evaluation methods. Thousand Oaks (CA): Sage Publications; 2002. [ Google Scholar ]
• Willig C. Introducing qualitative research in psychology. Buckingham (UK): Open University Press; 2001. [ Google Scholar ]

Group Dynamics in Focus Groups

• Farnsworth J, Boon B. Analysing group dynamics within the focus group. Qual Res. 2010; 10 (5):605–24. [ Google Scholar ]

Social Constructivism

• Social constructivism. Berkeley (CA): University of California, Berkeley, Berkeley Graduate Division, Graduate Student Instruction Teaching & Resource Center; [cited 2015 June 4]. Available from: http://gsi.berkeley.edu/gsi-guide-contents/learning-theory-research/social-constructivism/ [ Google Scholar ]

Mixed Methods

• Creswell J. Research design: qualitative, quantitative, and mixed methods approaches. Thousand Oaks (CA): Sage Publications; 2009. [ Google Scholar ]

Collecting Qualitative Data

• Arksey H, Knight P. Interviewing for social scientists: an introductory resource with examples. Thousand Oaks (CA): Sage Publications; 1999. [ Google Scholar ]
• Guest G, Namey EE, Mitchel ML. Collecting qualitative data: a field manual for applied research. Thousand Oaks (CA): Sage Publications; 2013. [ Google Scholar ]

Constructivist Grounded Theory

• Charmaz K. Grounded theory: objectivist and constructivist methods. In: Denzin N, Lincoln Y, editors. Handbook of qualitative research. 2nd ed. Thousand Oaks (CA): Sage Publications; 2000. pp. 509–35. [ Google Scholar ]

Not all data are created equal; some are structured, but most of them are unstructured. Structured and unstructured data are sourced, collected and scaled in different ways and each one resides in a different type of database.

In this article, we will take a deep dive into both types so that you can get the most out of your data.

Structured data—typically categorized as quantitative data—is highly organized and easily decipherable by  machine learning algorithms .  Developed by IBM® in 1974 , structured query language (SQL) is the programming language used to manage structured data. By using a  relational (SQL) database , business users can quickly input, search and manipulate structured data.

Examples of structured data include dates, names, addresses, credit card numbers, among others. Their benefits are tied to ease of use and access, while liabilities revolve around data inflexibility:

• Easily used by machine learning (ML) algorithms:  The specific and organized architecture of structured data eases the manipulation and querying of ML data.
• Easily used by business users:  Structured data do not require an in-depth understanding of different types of data and how they function. With a basic understanding of the topic relative to the data, users can easily access and interpret the data.
• Accessible by more tools:  Since structured data predates unstructured data, there are more tools available for using and analyzing structured data.
• Limited usage:  Data with a predefined structure can only be used for its intended purpose, which limits its flexibility and usability.
• Limited storage options:  Structured data are usually stored in data storage systems with rigid schemas (for example, “ data warehouses ”). Therefore, changes in data requirements necessitate an update of all structured data, which leads to a massive expenditure of time and resources.
• OLAP :  Performs high-speed, multidimensional data analysis from unified, centralized data stores.
• SQLite : (link resides outside ibm.com)  Implements a self-contained,  serverless , zero-configuration, transactional relational database engine.
• MySQL :  Embeds data into mass-deployed software, particularly mission-critical, heavy-load production system.
• PostgreSQL :  Supports SQL and JSON querying as well as high-tier programming languages (C/C+, Java,  Python , among others.).
• Customer relationship management (CRM):  CRM software runs structured data through analytical tools to create datasets that reveal customer behavior patterns and trends.
• Online booking:  Hotel and ticket reservation data (for example, dates, prices, destinations, among others.) fits the “rows and columns” format indicative of the pre-defined data model.
• Accounting:  Accounting firms or departments use structured data to process and record financial transactions.

Unstructured data, typically categorized as qualitative data, cannot be processed and analyzed through conventional data tools and methods. Since unstructured data does not have a predefined data model, it is best managed in  non-relational (NoSQL) databases . Another way to manage unstructured data is to use  data lakes  to preserve it in raw form.

The importance of unstructured data is rapidly increasing.  Recent projections  (link resides outside ibm.com) indicate that unstructured data is over 80% of all enterprise data, while 95% of businesses prioritize unstructured data management.

Examples of unstructured data include text, mobile activity, social media posts, Internet of Things (IoT) sensor data, among others. Their benefits involve advantages in format, speed and storage, while liabilities revolve around expertise and available resources:

• Native format:  Unstructured data, stored in its native format, remains undefined until needed. Its adaptability increases file formats in the database, which widens the data pool and enables data scientists to prepare and analyze only the data they need.
• Fast accumulation rates:  Since there is no need to predefine the data, it can be collected quickly and easily.
• Data lake storage:  Allows for massive storage and pay-as-you-use pricing, which cuts costs and eases scalability.
• Requires expertise:  Due to its undefined or non-formatted nature, data science expertise is required to prepare and analyze unstructured data. This is beneficial to data analysts but alienates unspecialized business users who might not fully understand specialized data topics or how to utilize their data.
• Specialized tools:  Specialized tools are required to manipulate unstructured data, which limits product choices for data managers.
• MongoDB :  Uses flexible documents to process data for cross-platform applications and services.
• DynamoDB :  (link resides outside ibm.com) Delivers single-digit millisecond performance at any scale through built-in security, in-memory caching and backup and restore.
• Hadoop :  Provides distributed processing of large data sets using simple programming models and no formatting requirements.
• Azure :  Enables agile cloud computing for creating and managing apps through Microsoft’s data centers.
• Data mining :  Enables businesses to use unstructured data to identify consumer behavior, product sentiment and purchasing patterns to better accommodate their customer base.
• Predictive data analytics :  Alert businesses of important activity ahead of time so they can properly plan and accordingly adjust to significant market shifts.
• Chatbots :  Perform text analysis to route customer questions to the appropriate answer sources.

While structured (quantitative) data gives a “birds-eye view” of customers, unstructured (qualitative) data provides a deeper understanding of customer behavior and intent. Let’s explore some of the key areas of difference and their implications:

• Sources:  Structured data is sourced from GPS sensors, online forms, network logs, web server logs,  OLTP systems , among others; whereas unstructured data sources include email messages, word-processing documents, PDF files, and others.
• Forms:  Structured data consists of numbers and values, whereas unstructured data consists of sensors, text files, audio and video files, among others.
• Models:  Structured data has a predefined data model and is formatted to a set data structure before being placed in data storage (for example, schema-on-write), whereas unstructured data is stored in its native format and not processed until it is used (for example, schema-on-read).
• Storage:  Structured data is stored in tabular formats (for example, excel sheets or SQL databases) that require less storage space. It can be stored in data warehouses, which makes it highly scalable. Unstructured data, on the other hand, is stored as media files or NoSQL databases, which require more space. It can be stored in data lakes, which makes it difficult to scale.
• Uses:  Structured data is used in machine learning (ML) and drives its algorithms, whereas unstructured data is used in  natural language processing  (NLP) and text mining.

Semi-structured data (for example, JSON, CSV, XML) is the “bridge” between structured and unstructured data. It does not have a predefined data model and is more complex than structured data, yet easier to store than unstructured data.

Semi-structured data uses “metadata” (for example, tags and semantic markers) to identify specific data characteristics and scale data into records and preset fields. Metadata ultimately enables semi-structured data to be better cataloged, searched and analyzed than unstructured data.

• Example of metadata usage:  An online article displays a headline, a snippet, a featured image, image alt-text, slug, among others, which helps differentiate one piece of web content from similar pieces.
• Example of semi-structured data vs. structured data:  A tab-delimited file containing customer data versus a database containing CRM tables.
• Example of semi-structured data vs. unstructured data:  A tab-delimited file versus a list of comments from a customer’s Instagram.

Recent developments in  artificial intelligence  (AI) and machine learning (ML) are driving the future wave of data, which is enhancing business intelligence and advancing industrial innovation. In particular, the data formats and models that are covered in this article are helping business users to do the following:

• Analyze digital communications for compliance:  Pattern recognition and email threading analysis software that can search email and chat data for potential noncompliance.
• Track high-volume customer conversations in social media:  Text analytics and sentiment analysis that enables monitoring of marketing campaign results and identifying online threats.
• Gain new marketing intelligence:  ML analytics tools that can quickly cover massive amounts of data to help businesses analyze customer behavior.

Furthermore, smart and efficient usage of data formats and models can help you with the following:

• Understand customer needs at a deeper level to better serve them
• Create more focused and targeted marketing campaigns
• Track current metrics and create new ones
• Create better product opportunities and offerings
• Reduce operational costs

Whether you are a seasoned data expert or a novice business owner, being able to handle all forms of data is conducive to your success. By using structured, semi-structured and unstructured data options, you can perform optimal data management that will ultimately benefit your mission.

Get the latest tech insights and expert thought leadership in your inbox.

To better understand data storage options for whatever kind of data best serves you, check out IBM Cloud Databases

Get our newsletters and topic updates that deliver the latest thought leadership and insights on emerging trends.