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Case Study – Methods, Examples and Guide

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

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

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

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

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

Multiple-Case Study

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

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

Exploratory Case Study

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

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

Descriptive Case Study

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

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

Instrumental Case Study

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

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

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

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

Observations

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

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

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

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

How to conduct Case Study Research

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

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

Examples of Case Study

Here are some examples of case study research:

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

Application of Case Study

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

Business and Management

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

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

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

Social Sciences

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

Law and Ethics

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

Purpose of Case Study

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

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

Case studies can also serve other purposes, including:

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

Advantages of Case Study Research

There are several advantages of case study research, including:

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

Limitations of Case Study Research

There are several limitations of case study research, including:

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

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Research Aims, Objectives & Questions

The “Golden Thread” Explained Simply (+ Examples)

By: David Phair (PhD) and Alexandra Shaeffer (PhD) | June 2022

The research aims , objectives and research questions (collectively called the “golden thread”) are arguably the most important thing you need to get right when you’re crafting a research proposal , dissertation or thesis . We receive questions almost every day about this “holy trinity” of research and there’s certainly a lot of confusion out there, so we’ve crafted this post to help you navigate your way through the fog.

Overview: The Golden Thread

What is the golden thread
What are research aims ( examples )
What are research objectives ( examples )
What are research questions ( examples )
The importance of alignment in the golden thread

What is the “golden thread”?

The golden thread simply refers to the collective research aims , research objectives , and research questions for any given project (i.e., a dissertation, thesis, or research paper ). These three elements are bundled together because it’s extremely important that they align with each other, and that the entire research project aligns with them.

Importantly, the golden thread needs to weave its way through the entirety of any research project , from start to end. In other words, it needs to be very clearly defined right at the beginning of the project (the topic ideation and proposal stage) and it needs to inform almost every decision throughout the rest of the project. For example, your research design and methodology will be heavily influenced by the golden thread (we’ll explain this in more detail later), as well as your literature review.

The research aims, objectives and research questions (the golden thread) define the focus and scope ( the delimitations ) of your research project. In other words, they help ringfence your dissertation or thesis to a relatively narrow domain, so that you can “go deep” and really dig into a specific problem or opportunity. They also help keep you on track , as they act as a litmus test for relevance. In other words, if you’re ever unsure whether to include something in your document, simply ask yourself the question, “does this contribute toward my research aims, objectives or questions?”. If it doesn’t, chances are you can drop it.

Alright, enough of the fluffy, conceptual stuff. Let’s get down to business and look at what exactly the research aims, objectives and questions are and outline a few examples to bring these concepts to life.

Free Webinar: How To Find A Dissertation Research Topic

Research Aims: What are they?

Simply put, the research aim(s) is a statement that reflects the broad overarching goal (s) of the research project. Research aims are fairly high-level (low resolution) as they outline the general direction of the research and what it’s trying to achieve .

Research Aims: Examples

True to the name, research aims usually start with the wording “this research aims to…”, “this research seeks to…”, and so on. For example:

“This research aims to explore employee experiences of digital transformation in retail HR.” “This study sets out to assess the interaction between student support and self-care on well-being in engineering graduate students”

As you can see, these research aims provide a high-level description of what the study is about and what it seeks to achieve. They’re not hyper-specific or action-oriented, but they’re clear about what the study’s focus is and what is being investigated.

Need a helping hand?

Research Objectives: What are they?

The research objectives take the research aims and make them more practical and actionable . In other words, the research objectives showcase the steps that the researcher will take to achieve the research aims.

The research objectives need to be far more specific (higher resolution) and actionable than the research aims. In fact, it’s always a good idea to craft your research objectives using the “SMART” criteria. In other words, they should be specific, measurable, achievable, relevant and time-bound”.

Research Objectives: Examples

Let’s look at two examples of research objectives. We’ll stick with the topic and research aims we mentioned previously.

For the digital transformation topic:

To observe the retail HR employees throughout the digital transformation. To assess employee perceptions of digital transformation in retail HR. To identify the barriers and facilitators of digital transformation in retail HR.

And for the student wellness topic:

To determine whether student self-care predicts the well-being score of engineering graduate students. To determine whether student support predicts the well-being score of engineering students. To assess the interaction between student self-care and student support when predicting well-being in engineering graduate students.

As you can see, these research objectives clearly align with the previously mentioned research aims and effectively translate the low-resolution aims into (comparatively) higher-resolution objectives and action points . They give the research project a clear focus and present something that resembles a research-based “to-do” list.

The research objectives detail the specific steps that you, as the researcher, will take to achieve the research aims you laid out.

Research Questions: What are they?

Finally, we arrive at the all-important research questions. The research questions are, as the name suggests, the key questions that your study will seek to answer . Simply put, they are the core purpose of your dissertation, thesis, or research project. You’ll present them at the beginning of your document (either in the introduction chapter or literature review chapter) and you’ll answer them at the end of your document (typically in the discussion and conclusion chapters).

The research questions will be the driving force throughout the research process. For example, in the literature review chapter, you’ll assess the relevance of any given resource based on whether it helps you move towards answering your research questions. Similarly, your methodology and research design will be heavily influenced by the nature of your research questions. For instance, research questions that are exploratory in nature will usually make use of a qualitative approach, whereas questions that relate to measurement or relationship testing will make use of a quantitative approach.

Let’s look at some examples of research questions to make this more tangible.

Research Questions: Examples

Again, we’ll stick with the research aims and research objectives we mentioned previously.

For the digital transformation topic (which would be qualitative in nature):

How do employees perceive digital transformation in retail HR? What are the barriers and facilitators of digital transformation in retail HR?

And for the student wellness topic (which would be quantitative in nature):

Does student self-care predict the well-being scores of engineering graduate students? Does student support predict the well-being scores of engineering students? Do student self-care and student support interact when predicting well-being in engineering graduate students?

You’ll probably notice that there’s quite a formulaic approach to this. In other words, the research questions are basically the research objectives “converted” into question format. While that is true most of the time, it’s not always the case. For example, the first research objective for the digital transformation topic was more or less a step on the path toward the other objectives, and as such, it didn’t warrant its own research question.

So, don’t rush your research questions and sloppily reword your objectives as questions. Carefully think about what exactly you’re trying to achieve (i.e. your research aim) and the objectives you’ve set out, then craft a set of well-aligned research questions . Also, keep in mind that this can be a somewhat iterative process , where you go back and tweak research objectives and aims to ensure tight alignment throughout the golden thread.

The importance of strong alignment

Alignment is the keyword here and we have to stress its importance . Simply put, you need to make sure that there is a very tight alignment between all three pieces of the golden thread. If your research aims and research questions don’t align, for example, your project will be pulling in different directions and will lack focus . This is a common problem students face and can cause many headaches (and tears), so be warned.

Take the time to carefully craft your research aims, objectives and research questions before you run off down the research path. Ideally, get your research supervisor/advisor to review and comment on your golden thread before you invest significant time into your project, and certainly before you start collecting data .

Recap: The golden thread

In this post, we unpacked the golden thread of research, consisting of the research aims , research objectives and research questions . You can jump back to any section using the links below.

As always, feel free to leave a comment below – we always love to hear from you. Also, if you’re interested in 1-on-1 support, take a look at our private coaching service here.

Psst… there’s more (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project.

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37 Comments

Thank you very much for your great effort put. As an Undergraduate taking Demographic Research & Methodology, I’ve been trying so hard to understand clearly what is a Research Question, Research Aim and the Objectives in a research and the relationship between them etc. But as for now I’m thankful that you’ve solved my problem.

Well appreciated. This has helped me greatly in doing my dissertation.

An so delighted with this wonderful information thank you a lot.

so impressive i have benefited a lot looking forward to learn more on research.

I am very happy to have carefully gone through this well researched article.

Infact,I used to be phobia about anything research, because of my poor understanding of the concepts.

Now,I get to know that my research question is the same as my research objective(s) rephrased in question format.

I please I would need a follow up on the subject,as I intends to join the team of researchers. Thanks once again.

Thanks so much. This was really helpful.

i found this document so useful towards my study in research methods. thanks so much.

This is my 2nd read topic in your course and I should commend the simplified explanations of each part. I’m beginning to understand and absorb the use of each part of a dissertation/thesis. I’ll keep on reading your free course and might be able to avail the training course! Kudos!

Thank you! Better put that my lecture and helped to easily understand the basics which I feel often get brushed over when beginning dissertation work.

This is quite helpful. I like how the Golden thread has been explained and the needed alignment.

This is quite helpful. I really appreciate!

The article made it simple for researcher students to differentiate between three concepts.

Very innovative and educational in approach to conducting research.

I am very impressed with all these terminology, as I am a fresh student for post graduate, I am highly guided and I promised to continue making consultation when the need arise. Thanks a lot.

A very helpful piece. thanks, I really appreciate it .

Very well explained, and it might be helpful to many people like me.

Wish i had found this (and other) resource(s) at the beginning of my PhD journey… not in my writing up year… 😩 Anyways… just a quick question as i’m having some issues ordering my “golden thread”…. does it matter in what order you mention them? i.e., is it always first aims, then objectives, and finally the questions? or can you first mention the research questions and then the aims and objectives?

Thank you for a very simple explanation that builds upon the concepts in a very logical manner. Just prior to this, I read the research hypothesis article, which was equally very good. This met my primary objective.

My secondary objective was to understand the difference between research questions and research hypothesis, and in which context to use which one. However, I am still not clear on this. Can you kindly please guide?

In research, a research question is a clear and specific inquiry that the researcher wants to answer, while a research hypothesis is a tentative statement or prediction about the relationship between variables or the expected outcome of the study. Research questions are broader and guide the overall study, while hypotheses are specific and testable statements used in quantitative research. Research questions identify the problem, while hypotheses provide a focus for testing in the study.

Exactly what I need in this research journey, I look forward to more of your coaching videos.

This helped a lot. Thanks so much for the effort put into explaining it.

What data source in writing dissertation/Thesis requires?

What is data source covers when writing dessertation/thesis

This is quite useful thanks

I’m excited and thankful. I got so much value which will help me progress in my thesis.

where are the locations of the reserch statement, research objective and research question in a reserach paper? Can you write an ouline that defines their places in the researh paper?

Very helpful and important tips on Aims, Objectives and Questions.

Thank you so much for making research aim, research objectives and research question so clear. This will be helpful to me as i continue with my thesis.

Thanks much for this content. I learned a lot. And I am inspired to learn more. I am still struggling with my preparation for dissertation outline/proposal. But I consistently follow contents and tutorials and the new FB of GRAD Coach. Hope to really become confident in writing my dissertation and successfully defend it.

As a researcher and lecturer, I find splitting research goals into research aims, objectives, and questions is unnecessarily bureaucratic and confusing for students. For most biomedical research projects, including ‘real research’, 1-3 research questions will suffice (numbers may differ by discipline).

Awesome! Very important resources and presented in an informative way to easily understand the golden thread. Indeed, thank you so much.

Well explained

The blog article on research aims, objectives, and questions by Grad Coach is a clear and insightful guide that aligns with my experiences in academic research. The article effectively breaks down the often complex concepts of research aims and objectives, providing a straightforward and accessible explanation. Drawing from my own research endeavors, I appreciate the practical tips offered, such as the need for specificity and clarity when formulating research questions. The article serves as a valuable resource for students and researchers, offering a concise roadmap for crafting well-defined research goals and objectives. Whether you’re a novice or an experienced researcher, this article provides practical insights that contribute to the foundational aspects of a successful research endeavor.

A great thanks for you. it is really amazing explanation. I grasp a lot and one step up to research knowledge.

I really found these tips helpful. Thank you very much Grad Coach.

I found this article helpful. Thanks for sharing this.

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What is case study research?

Last updated

8 February 2023

Reviewed by

Cathy Heath

Suppose a company receives a spike in the number of customer complaints, or medical experts discover an outbreak of illness affecting children but are not quite sure of the reason. In both cases, carrying out a case study could be the best way to get answers.

Organization

Case studies can be carried out across different disciplines, including education, medicine, sociology, and business.

Most case studies employ qualitative methods, but quantitative methods can also be used. Researchers can then describe, compare, evaluate, and identify patterns or cause-and-effect relationships between the various variables under study. They can then use this knowledge to decide what action to take.

Another thing to note is that case studies are generally singular in their focus. This means they narrow focus to a particular area, making them highly subjective. You cannot always generalize the results of a case study and apply them to a larger population. However, they are valuable tools to illustrate a principle or develop a thesis.

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What are the different types of case study designs?

Researchers can choose from a variety of case study designs. The design they choose is dependent on what questions they need to answer, the context of the research environment, how much data they already have, and what resources are available.

Here are the common types of case study design:

Explanatory

An explanatory case study is an initial explanation of the how or why that is behind something. This design is commonly used when studying a real-life phenomenon or event. Once the organization understands the reasons behind a phenomenon, it can then make changes to enhance or eliminate the variables causing it.

Here is an example: How is co-teaching implemented in elementary schools? The title for a case study of this subject could be “Case Study of the Implementation of Co-Teaching in Elementary Schools.”

Descriptive

An illustrative or descriptive case study helps researchers shed light on an unfamiliar object or subject after a period of time. The case study provides an in-depth review of the issue at hand and adds real-world examples in the area the researcher wants the audience to understand.

The researcher makes no inferences or causal statements about the object or subject under review. This type of design is often used to understand cultural shifts.

Here is an example: How did people cope with the 2004 Indian Ocean Tsunami? This case study could be titled "A Case Study of the 2004 Indian Ocean Tsunami and its Effect on the Indonesian Population."

Exploratory

Exploratory research is also called a pilot case study. It is usually the first step within a larger research project, often relying on questionnaires and surveys . Researchers use exploratory research to help narrow down their focus, define parameters, draft a specific research question , and/or identify variables in a larger study. This research design usually covers a wider area than others, and focuses on the ‘what’ and ‘who’ of a topic.

Here is an example: How do nutrition and socialization in early childhood affect learning in children? The title of the exploratory study may be “Case Study of the Effects of Nutrition and Socialization on Learning in Early Childhood.”

An intrinsic case study is specifically designed to look at a unique and special phenomenon. At the start of the study, the researcher defines the phenomenon and the uniqueness that differentiates it from others.

In this case, researchers do not attempt to generalize, compare, or challenge the existing assumptions. Instead, they explore the unique variables to enhance understanding. Here is an example: “Case Study of Volcanic Lightning.”

This design can also be identified as a cumulative case study. It uses information from past studies or observations of groups of people in certain settings as the foundation of the new study. Given that it takes multiple areas into account, it allows for greater generalization than a single case study.

The researchers also get an in-depth look at a particular subject from different viewpoints. Here is an example: “Case Study of how PTSD affected Vietnam and Gulf War Veterans Differently Due to Advances in Military Technology.”

Critical instance

A critical case study incorporates both explanatory and intrinsic study designs. It does not have predetermined purposes beyond an investigation of the said subject. It can be used for a deeper explanation of the cause-and-effect relationship. It can also be used to question a common assumption or myth.

The findings can then be used further to generalize whether they would also apply in a different environment. Here is an example: “What Effect Does Prolonged Use of Social Media Have on the Mind of American Youth?”

Instrumental

Instrumental research attempts to achieve goals beyond understanding the object at hand. Researchers explore a larger subject through different, separate studies and use the findings to understand its relationship to another subject. This type of design also provides insight into an issue or helps refine a theory.

For example, you may want to determine if violent behavior in children predisposes them to crime later in life. The focus is on the relationship between children and violent behavior, and why certain children do become violent. Here is an example: “Violence Breeds Violence: Childhood Exposure and Participation in Adult Crime.”

Evaluation case study design is employed to research the effects of a program, policy, or intervention, and assess its effectiveness and impact on future decision-making.

For example, you might want to see whether children learn times tables quicker through an educational game on their iPad versus a more teacher-led intervention. Here is an example: “An Investigation of the Impact of an iPad Multiplication Game for Primary School Children.”

When do you use case studies?

Case studies are ideal when you want to gain a contextual, concrete, or in-depth understanding of a particular subject. It helps you understand the characteristics, implications, and meanings of the subject.

They are also an excellent choice for those writing a thesis or dissertation, as they help keep the project focused on a particular area when resources or time may be too limited to cover a wider one. You may have to conduct several case studies to explore different aspects of the subject in question and understand the problem.

What are the steps to follow when conducting a case study?

1. Select a case

Once you identify the problem at hand and come up with questions, identify the case you will focus on. The study can provide insights into the subject at hand, challenge existing assumptions, propose a course of action, and/or open up new areas for further research.

2. Create a theoretical framework

While you will be focusing on a specific detail, the case study design you choose should be linked to existing knowledge on the topic. This prevents it from becoming an isolated description and allows for enhancing the existing information.

It may expand the current theory by bringing up new ideas or concepts, challenge established assumptions, or exemplify a theory by exploring how it answers the problem at hand. A theoretical framework starts with a literature review of the sources relevant to the topic in focus. This helps in identifying key concepts to guide analysis and interpretation.

3. Collect the data

Case studies are frequently supplemented with qualitative data such as observations, interviews, and a review of both primary and secondary sources such as official records, news articles, and photographs. There may also be quantitative data —this data assists in understanding the case thoroughly.

4. Analyze your case

The results of the research depend on the research design. Most case studies are structured with chapters or topic headings for easy explanation and presentation. Others may be written as narratives to allow researchers to explore various angles of the topic and analyze its meanings and implications.

In all areas, always give a detailed contextual understanding of the case and connect it to the existing theory and literature before discussing how it fits into your problem area.

What are some case study examples?

What are the best approaches for introducing our product into the Kenyan market?

How does the change in marketing strategy aid in increasing the sales volumes of product Y?

How can teachers enhance student participation in classrooms?

How does poverty affect literacy levels in children?

Case study topics

Case study of product marketing strategies in the Kenyan market

Case study of the effects of a marketing strategy change on product Y sales volumes

Case study of X school teachers that encourage active student participation in the classroom

Case study of the effects of poverty on literacy levels in children

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An introduction to different types of study design

Posted on 6th April 2021 by Hadi Abbas

Study designs are the set of methods and procedures used to collect and analyze data in a study.

Broadly speaking, there are 2 types of study designs: descriptive studies and analytical studies.

Descriptive studies

Describes specific characteristics in a population of interest
The most common forms are case reports and case series
In a case report, we discuss our experience with the patient’s symptoms, signs, diagnosis, and treatment
In a case series, several patients with similar experiences are grouped.

Analytical Studies

Analytical studies are of 2 types: observational and experimental.

Observational studies are studies that we conduct without any intervention or experiment. In those studies, we purely observe the outcomes. On the other hand, in experimental studies, we conduct experiments and interventions.

Observational studies

Observational studies include many subtypes. Below, I will discuss the most common designs.

Cross-sectional study:

This design is transverse where we take a specific sample at a specific time without any follow-up
It allows us to calculate the frequency of disease ( p revalence ) or the frequency of a risk factor
This design is easy to conduct
For example – if we want to know the prevalence of migraine in a population, we can conduct a cross-sectional study whereby we take a sample from the population and calculate the number of patients with migraine headaches.

Cohort study:

We conduct this study by comparing two samples from the population: one sample with a risk factor while the other lacks this risk factor
It shows us the risk of developing the disease in individuals with the risk factor compared to those without the risk factor ( RR = relative risk )
Prospective : we follow the individuals in the future to know who will develop the disease
Retrospective : we look to the past to know who developed the disease (e.g. using medical records)
This design is the strongest among the observational studies
For example – to find out the relative risk of developing chronic obstructive pulmonary disease (COPD) among smokers, we take a sample including smokers and non-smokers. Then, we calculate the number of individuals with COPD among both.

Case-Control Study:

We conduct this study by comparing 2 groups: one group with the disease (cases) and another group without the disease (controls)
This design is always retrospective
We aim to find out the odds of having a risk factor or an exposure if an individual has a specific disease (Odds ratio)
Relatively easy to conduct
For example – we want to study the odds of being a smoker among hypertensive patients compared to normotensive ones. To do so, we choose a group of patients diagnosed with hypertension and another group that serves as the control (normal blood pressure). Then we study their smoking history to find out if there is a correlation.

Experimental Studies

Also known as interventional studies
Can involve animals and humans
Pre-clinical trials involve animals
Clinical trials are experimental studies involving humans
In clinical trials, we study the effect of an intervention compared to another intervention or placebo. As an example, I have listed the four phases of a drug trial:

I: We aim to assess the safety of the drug ( is it safe ? )

II: We aim to assess the efficacy of the drug ( does it work ? )

III: We want to know if this drug is better than the old treatment ( is it better ? )

IV: We follow-up to detect long-term side effects ( can it stay in the market ? )

In randomized controlled trials, one group of participants receives the control, while the other receives the tested drug/intervention. Those studies are the best way to evaluate the efficacy of a treatment.

Finally, the figure below will help you with your understanding of different types of study designs.

A visual diagram describing the following. Two types of epidemiological studies are descriptive and analytical. Types of descriptive studies are case reports, case series, descriptive surveys. Types of analytical studies are observational or experimental. Observational studies can be cross-sectional, case-control or cohort studies. Types of experimental studies can be lab trials or field trials.

References (pdf)

You may also be interested in the following blogs for further reading:

An introduction to randomized controlled trials

Case-control and cohort studies: a brief overview

Cohort studies: prospective and retrospective designs

Prevalence vs Incidence: what is the difference?

No Comments on An introduction to different types of study design

you are amazing one!! if I get you I’m working with you! I’m student from Ethiopian higher education. health sciences student

Very informative and easy understandable

You are my kind of doctor. Do not lose sight of your objective.

Wow very erll explained and easy to understand

I’m Khamisu Habibu community health officer student from Abubakar Tafawa Balewa university teaching hospital Bauchi, Nigeria, I really appreciate your write up and you have make it clear for the learner. thank you

well understood,thank you so much

Well understood…thanks

Simply explained. Thank You.

Thanks a lot for this nice informative article which help me to understand different study designs that I felt difficult before

That’s lovely to hear, Mona, thank you for letting the author know how useful this was. If there are any other particular topics you think would be useful to you, and are not already on the website, please do let us know.

it is very informative and useful.

thank you statistician

Fabulous to hear, thank you John.

Thanks for this information

Thanks so much for this information….I have clearly known the types of study design Thanks

That’s so good to hear, Mirembe, thank you for letting the author know.

Very helpful article!! U have simplified everything for easy understanding

I’m a health science major currently taking statistics for health care workers…this is a challenging class…thanks for the simified feedback.

That’s good to hear this has helped you. Hopefully you will find some of the other blogs useful too. If you see any topics that are missing from the website, please do let us know!

Hello. I liked your presentation, the fact that you ranked them clearly is very helpful to understand for people like me who is a novelist researcher. However, I was expecting to read much more about the Experimental studies. So please direct me if you already have or will one day. Thank you

Dear Ay. My sincere apologies for not responding to your comment sooner. You may find it useful to filter the blogs by the topic of ‘Study design and research methods’ – here is a link to that filter: https://s4be.cochrane.org/blog/topic/study-design/ This will cover more detail about experimental studies. Or have a look on our library page for further resources there – you’ll find that on the ‘Resources’ drop down from the home page.

However, if there are specific things you feel you would like to learn about experimental studies, that are missing from the website, it would be great if you could let me know too. Thank you, and best of luck. Emma

Great job Mr Hadi. I advise you to prepare and study for the Australian Medical Board Exams as soon as you finish your undergrad study in Lebanon. Good luck and hope we can meet sometime in the future. Regards ;)

You have give a good explaination of what am looking for. However, references am not sure of where to get them from.

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Cluster Randomized Trials: Concepts

This blog summarizes the concepts of cluster randomization, and the logistical and statistical considerations while designing a cluster randomized controlled trial.

Expertise-based Randomized Controlled Trials

This blog summarizes the concepts of Expertise-based randomized controlled trials with a focus on the advantages and challenges associated with this type of study.

A well-designed cohort study can provide powerful results. This blog introduces prospective and retrospective cohort studies, discussing the advantages, disadvantages and use of these type of study designs.

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Qualitative study.

Steven Tenny ; Janelle M. Brannan ; Grace D. Brannan .

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Last Update: September 18, 2022 .

Introduction

Qualitative research is a type of research that explores and provides deeper insights into real-world problems. [1] Instead of collecting numerical data points or intervene or introduce treatments just like in quantitative research, qualitative research helps generate hypotheses as well as further investigate and understand quantitative data. Qualitative research gathers participants' experiences, perceptions, and behavior. It answers the hows and whys instead of how many or how much. It could be structured as a stand-alone study, purely relying on qualitative data or it could be part of mixed-methods research that combines qualitative and quantitative data. This review introduces the readers to some basic concepts, definitions, terminology, and application of qualitative research.

Qualitative research at its core, ask open-ended questions whose answers are not easily put into numbers such as ‘how’ and ‘why’. [2] Due to the open-ended nature of the research questions at hand, qualitative research design is often not linear in the same way quantitative design is. [2] One of the strengths of qualitative research is its ability to explain processes and patterns of human behavior that can be difficult to quantify. [3] Phenomena such as experiences, attitudes, and behaviors can be difficult to accurately capture quantitatively, whereas a qualitative approach allows participants themselves to explain how, why, or what they were thinking, feeling, and experiencing at a certain time or during an event of interest. Quantifying qualitative data certainly is possible, but at its core, qualitative data is looking for themes and patterns that can be difficult to quantify and it is important to ensure that the context and narrative of qualitative work are not lost by trying to quantify something that is not meant to be quantified.

However, while qualitative research is sometimes placed in opposition to quantitative research, where they are necessarily opposites and therefore ‘compete’ against each other and the philosophical paradigms associated with each, qualitative and quantitative work are not necessarily opposites nor are they incompatible. [4] While qualitative and quantitative approaches are different, they are not necessarily opposites, and they are certainly not mutually exclusive. For instance, qualitative research can help expand and deepen understanding of data or results obtained from quantitative analysis. For example, say a quantitative analysis has determined that there is a correlation between length of stay and level of patient satisfaction, but why does this correlation exist? This dual-focus scenario shows one way in which qualitative and quantitative research could be integrated together.

Examples of Qualitative Research Approaches

Ethnography

Ethnography as a research design has its origins in social and cultural anthropology, and involves the researcher being directly immersed in the participant’s environment. [2] Through this immersion, the ethnographer can use a variety of data collection techniques with the aim of being able to produce a comprehensive account of the social phenomena that occurred during the research period. [2] That is to say, the researcher’s aim with ethnography is to immerse themselves into the research population and come out of it with accounts of actions, behaviors, events, etc. through the eyes of someone involved in the population. Direct involvement of the researcher with the target population is one benefit of ethnographic research because it can then be possible to find data that is otherwise very difficult to extract and record.

Grounded Theory

Grounded Theory is the “generation of a theoretical model through the experience of observing a study population and developing a comparative analysis of their speech and behavior.” [5] As opposed to quantitative research which is deductive and tests or verifies an existing theory, grounded theory research is inductive and therefore lends itself to research that is aiming to study social interactions or experiences. [3] [2] In essence, Grounded Theory’s goal is to explain for example how and why an event occurs or how and why people might behave a certain way. Through observing the population, a researcher using the Grounded Theory approach can then develop a theory to explain the phenomena of interest.

Phenomenology

Phenomenology is defined as the “study of the meaning of phenomena or the study of the particular”. [5] At first glance, it might seem that Grounded Theory and Phenomenology are quite similar, but upon careful examination, the differences can be seen. At its core, phenomenology looks to investigate experiences from the perspective of the individual. [2] Phenomenology is essentially looking into the ‘lived experiences’ of the participants and aims to examine how and why participants behaved a certain way, from their perspective . Herein lies one of the main differences between Grounded Theory and Phenomenology. Grounded Theory aims to develop a theory for social phenomena through an examination of various data sources whereas Phenomenology focuses on describing and explaining an event or phenomena from the perspective of those who have experienced it.

Narrative Research

One of qualitative research’s strengths lies in its ability to tell a story, often from the perspective of those directly involved in it. Reporting on qualitative research involves including details and descriptions of the setting involved and quotes from participants. This detail is called ‘thick’ or ‘rich’ description and is a strength of qualitative research. Narrative research is rife with the possibilities of ‘thick’ description as this approach weaves together a sequence of events, usually from just one or two individuals, in the hopes of creating a cohesive story, or narrative. [2] While it might seem like a waste of time to focus on such a specific, individual level, understanding one or two people’s narratives for an event or phenomenon can help to inform researchers about the influences that helped shape that narrative. The tension or conflict of differing narratives can be “opportunities for innovation”. [2]

Research Paradigm

Research paradigms are the assumptions, norms, and standards that underpin different approaches to research. Essentially, research paradigms are the ‘worldview’ that inform research. [4] It is valuable for researchers, both qualitative and quantitative, to understand what paradigm they are working within because understanding the theoretical basis of research paradigms allows researchers to understand the strengths and weaknesses of the approach being used and adjust accordingly. Different paradigms have different ontology and epistemologies . Ontology is defined as the "assumptions about the nature of reality” whereas epistemology is defined as the “assumptions about the nature of knowledge” that inform the work researchers do. [2] It is important to understand the ontological and epistemological foundations of the research paradigm researchers are working within to allow for a full understanding of the approach being used and the assumptions that underpin the approach as a whole. Further, it is crucial that researchers understand their own ontological and epistemological assumptions about the world in general because their assumptions about the world will necessarily impact how they interact with research. A discussion of the research paradigm is not complete without describing positivist, postpositivist, and constructivist philosophies.

Positivist vs Postpositivist

To further understand qualitative research, we need to discuss positivist and postpositivist frameworks. Positivism is a philosophy that the scientific method can and should be applied to social as well as natural sciences. [4] Essentially, positivist thinking insists that the social sciences should use natural science methods in its research which stems from positivist ontology that there is an objective reality that exists that is fully independent of our perception of the world as individuals. Quantitative research is rooted in positivist philosophy, which can be seen in the value it places on concepts such as causality, generalizability, and replicability.

Conversely, postpositivists argue that social reality can never be one hundred percent explained but it could be approximated. [4] Indeed, qualitative researchers have been insisting that there are “fundamental limits to the extent to which the methods and procedures of the natural sciences could be applied to the social world” and therefore postpositivist philosophy is often associated with qualitative research. [4] An example of positivist versus postpositivist values in research might be that positivist philosophies value hypothesis-testing, whereas postpositivist philosophies value the ability to formulate a substantive theory.

Constructivist

Constructivism is a subcategory of postpositivism. Most researchers invested in postpositivist research are constructivist as well, meaning they think there is no objective external reality that exists but rather that reality is constructed. Constructivism is a theoretical lens that emphasizes the dynamic nature of our world. “Constructivism contends that individuals’ views are directly influenced by their experiences, and it is these individual experiences and views that shape their perspective of reality”. [6] Essentially, Constructivist thought focuses on how ‘reality’ is not a fixed certainty and experiences, interactions, and backgrounds give people a unique view of the world. Constructivism contends, unlike in positivist views, that there is not necessarily an ‘objective’ reality we all experience. This is the ‘relativist’ ontological view that reality and the world we live in are dynamic and socially constructed. Therefore, qualitative scientific knowledge can be inductive as well as deductive.” [4]

So why is it important to understand the differences in assumptions that different philosophies and approaches to research have? Fundamentally, the assumptions underpinning the research tools a researcher selects provide an overall base for the assumptions the rest of the research will have and can even change the role of the researcher themselves. [2] For example, is the researcher an ‘objective’ observer such as in positivist quantitative work? Or is the researcher an active participant in the research itself, as in postpositivist qualitative work? Understanding the philosophical base of the research undertaken allows researchers to fully understand the implications of their work and their role within the research, as well as reflect on their own positionality and bias as it pertains to the research they are conducting.

Data Sampling

The better the sample represents the intended study population, the more likely the researcher is to encompass the varying factors at play. The following are examples of participant sampling and selection: [7]

Purposive sampling- selection based on the researcher’s rationale in terms of being the most informative.
Criterion sampling-selection based on pre-identified factors.
Convenience sampling- selection based on availability.
Snowball sampling- the selection is by referral from other participants or people who know potential participants.
Extreme case sampling- targeted selection of rare cases.
Typical case sampling-selection based on regular or average participants.

Data Collection and Analysis

Qualitative research uses several techniques including interviews, focus groups, and observation. [1] [2] [3] Interviews may be unstructured, with open-ended questions on a topic and the interviewer adapts to the responses. Structured interviews have a predetermined number of questions that every participant is asked. It is usually one on one and is appropriate for sensitive topics or topics needing an in-depth exploration. Focus groups are often held with 8-12 target participants and are used when group dynamics and collective views on a topic are desired. Researchers can be a participant-observer to share the experiences of the subject or a non-participant or detached observer.

While quantitative research design prescribes a controlled environment for data collection, qualitative data collection may be in a central location or in the environment of the participants, depending on the study goals and design. Qualitative research could amount to a large amount of data. Data is transcribed which may then be coded manually or with the use of Computer Assisted Qualitative Data Analysis Software or CAQDAS such as ATLAS.ti or NVivo. [8] [9] [10]

After the coding process, qualitative research results could be in various formats. It could be a synthesis and interpretation presented with excerpts from the data. [11] Results also could be in the form of themes and theory or model development.

Dissemination

To standardize and facilitate the dissemination of qualitative research outcomes, the healthcare team can use two reporting standards. The Consolidated Criteria for Reporting Qualitative Research or COREQ is a 32-item checklist for interviews and focus groups. [12] The Standards for Reporting Qualitative Research (SRQR) is a checklist covering a wider range of qualitative research. [13]

Examples of Application

Many times a research question will start with qualitative research. The qualitative research will help generate the research hypothesis which can be tested with quantitative methods. After the data is collected and analyzed with quantitative methods, a set of qualitative methods can be used to dive deeper into the data for a better understanding of what the numbers truly mean and their implications. The qualitative methods can then help clarify the quantitative data and also help refine the hypothesis for future research. Furthermore, with qualitative research researchers can explore subjects that are poorly studied with quantitative methods. These include opinions, individual's actions, and social science research.

A good qualitative study design starts with a goal or objective. This should be clearly defined or stated. The target population needs to be specified. A method for obtaining information from the study population must be carefully detailed to ensure there are no omissions of part of the target population. A proper collection method should be selected which will help obtain the desired information without overly limiting the collected data because many times, the information sought is not well compartmentalized or obtained. Finally, the design should ensure adequate methods for analyzing the data. An example may help better clarify some of the various aspects of qualitative research.

A researcher wants to decrease the number of teenagers who smoke in their community. The researcher could begin by asking current teen smokers why they started smoking through structured or unstructured interviews (qualitative research). The researcher can also get together a group of current teenage smokers and conduct a focus group to help brainstorm factors that may have prevented them from starting to smoke (qualitative research).

In this example, the researcher has used qualitative research methods (interviews and focus groups) to generate a list of ideas of both why teens start to smoke as well as factors that may have prevented them from starting to smoke. Next, the researcher compiles this data. The research found that, hypothetically, peer pressure, health issues, cost, being considered “cool,” and rebellious behavior all might increase or decrease the likelihood of teens starting to smoke.

The researcher creates a survey asking teen participants to rank how important each of the above factors is in either starting smoking (for current smokers) or not smoking (for current non-smokers). This survey provides specific numbers (ranked importance of each factor) and is thus a quantitative research tool.

The researcher can use the results of the survey to focus efforts on the one or two highest-ranked factors. Let us say the researcher found that health was the major factor that keeps teens from starting to smoke, and peer pressure was the major factor that contributed to teens to start smoking. The researcher can go back to qualitative research methods to dive deeper into each of these for more information. The researcher wants to focus on how to keep teens from starting to smoke, so they focus on the peer pressure aspect.

The researcher can conduct interviews and/or focus groups (qualitative research) about what types and forms of peer pressure are commonly encountered, where the peer pressure comes from, and where smoking first starts. The researcher hypothetically finds that peer pressure often occurs after school at the local teen hangouts, mostly the local park. The researcher also hypothetically finds that peer pressure comes from older, current smokers who provide the cigarettes.

The researcher could further explore this observation made at the local teen hangouts (qualitative research) and take notes regarding who is smoking, who is not, and what observable factors are at play for peer pressure of smoking. The researcher finds a local park where many local teenagers hang out and see that a shady, overgrown area of the park is where the smokers tend to hang out. The researcher notes the smoking teenagers buy their cigarettes from a local convenience store adjacent to the park where the clerk does not check identification before selling cigarettes. These observations fall under qualitative research.

If the researcher returns to the park and counts how many individuals smoke in each region of the park, this numerical data would be quantitative research. Based on the researcher's efforts thus far, they conclude that local teen smoking and teenagers who start to smoke may decrease if there are fewer overgrown areas of the park and the local convenience store does not sell cigarettes to underage individuals.

The researcher could try to have the parks department reassess the shady areas to make them less conducive to the smokers or identify how to limit the sales of cigarettes to underage individuals by the convenience store. The researcher would then cycle back to qualitative methods of asking at-risk population their perceptions of the changes, what factors are still at play, as well as quantitative research that includes teen smoking rates in the community, the incidence of new teen smokers, among others. [14] [15]

Qualitative research functions as a standalone research design or in combination with quantitative research to enhance our understanding of the world. Qualitative research uses techniques including structured and unstructured interviews, focus groups, and participant observation to not only help generate hypotheses which can be more rigorously tested with quantitative research but also to help researchers delve deeper into the quantitative research numbers, understand what they mean, and understand what the implications are. Qualitative research provides researchers with a way to understand what is going on, especially when things are not easily categorized. [16]

Issues of Concern

As discussed in the sections above, quantitative and qualitative work differ in many different ways, including the criteria for evaluating them. There are four well-established criteria for evaluating quantitative data: internal validity, external validity, reliability, and objectivity. The correlating concepts in qualitative research are credibility, transferability, dependability, and confirmability. [4] [11] The corresponding quantitative and qualitative concepts can be seen below, with the quantitative concept is on the left, and the qualitative concept is on the right:

Internal validity--- Credibility
External validity---Transferability
Reliability---Dependability
Objectivity---Confirmability

In conducting qualitative research, ensuring these concepts are satisfied and well thought out can mitigate potential issues from arising. For example, just as a researcher will ensure that their quantitative study is internally valid so should qualitative researchers ensure that their work has credibility.

Indicators such as triangulation and peer examination can help evaluate the credibility of qualitative work.

Triangulation: Triangulation involves using multiple methods of data collection to increase the likelihood of getting a reliable and accurate result. In our above magic example, the result would be more reliable by also interviewing the magician, back-stage hand, and the person who "vanished." In qualitative research, triangulation can include using telephone surveys, in-person surveys, focus groups, and interviews as well as surveying an adequate cross-section of the target demographic.
Peer examination: Results can be reviewed by a peer to ensure the data is consistent with the findings.

‘Thick’ or ‘rich’ description can be used to evaluate the transferability of qualitative research whereas using an indicator such as an audit trail might help with evaluating the dependability and confirmability.

Thick or rich description is a detailed and thorough description of details, the setting, and quotes from participants in the research. [5] Thick descriptions will include a detailed explanation of how the study was carried out. Thick descriptions are detailed enough to allow readers to draw conclusions and interpret the data themselves, which can help with transferability and replicability.
Audit trail: An audit trail provides a documented set of steps of how the participants were selected and the data was collected. The original records of information should also be kept (e.g., surveys, notes, recordings).

One issue of concern that qualitative researchers should take into consideration is observation bias. Here are a few examples:

Hawthorne effect: The Hawthorne effect is the change in participant behavior when they know they are being observed. If a researcher was wanting to identify factors that contribute to employee theft and tells the employees they are going to watch them to see what factors affect employee theft, one would suspect employee behavior would change when they know they are being watched.
Observer-expectancy effect: Some participants change their behavior or responses to satisfy the researcher's desired effect. This happens in an unconscious manner for the participant so it is important to eliminate or limit transmitting the researcher's views.
Artificial scenario effect: Some qualitative research occurs in artificial scenarios and/or with preset goals. In such situations, the information may not be accurate because of the artificial nature of the scenario. The preset goals may limit the qualitative information obtained.
Clinical Significance

Qualitative research by itself or combined with quantitative research helps healthcare providers understand patients and the impact and challenges of the care they deliver. Qualitative research provides an opportunity to generate and refine hypotheses and delve deeper into the data generated by quantitative research. Qualitative research does not exist as an island apart from quantitative research, but as an integral part of research methods to be used for the understanding of the world around us. [17]

Enhancing Healthcare Team Outcomes

Qualitative research is important for all members of the health care team as all are affected by qualitative research. Qualitative research may help develop a theory or a model for health research that can be further explored by quantitative research. Much of the qualitative research data acquisition is completed by numerous team members including social works, scientists, nurses, etc. Within each area of the medical field, there is copious ongoing qualitative research including physician-patient interactions, nursing-patient interactions, patient-environment interactions, health care team function, patient information delivery, etc.

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Disclosure: Steven Tenny declares no relevant financial relationships with ineligible companies.

Disclosure: Janelle Brannan declares no relevant financial relationships with ineligible companies.

Disclosure: Grace Brannan declares no relevant financial relationships with ineligible companies.

This book is distributed under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International (CC BY-NC-ND 4.0) ( http://creativecommons.org/licenses/by-nc-nd/4.0/ ), which permits others to distribute the work, provided that the article is not altered or used commercially. You are not required to obtain permission to distribute this article, provided that you credit the author and journal.

Cite this Page Tenny S, Brannan JM, Brannan GD. Qualitative Study. [Updated 2022 Sep 18]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2024 Jan-.

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4 Examples of Academic Writing

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Written by Scribendi

The best way to understand what effective academic writing looks like is to review academic writing examples.

Let's begin with four of the most common types of academic writing: research proposals, dissertations, abstracts, and academic articles. We'll be examining each type of writing and providing academic writing samples of each.

Whether you aim to earn funding for a passion project or are stymied by how to format an abstract, these academic writing examples will help you nail your next undertaking.

Academic Writing Example 1: Research Proposals

A research proposal is an outline of the proposed research of a PhD candidate, a private researcher, or someone hoping to obtain a research grant .

Your proposal should put your best foot forward: It details your intended research question and how it relates to existing research, makes an argument for why your research should be chosen for advancement or funding, and explains the deliverables you hope to achieve with your research.

A more detailed look at what proposal writing is and what goes into a research proposal may also be beneficial. Every proposal is different because every project is different. Proposal requirements also differ according to the university or funding agency that reviews the proposal.

Research Proposal Structure

A cover letter summarizing your proposal and showcasing why you should be chosen

An introduction or abstract

An explanation of the background, purpose, and significance of your research

A research plan or methodology that includes a timeline (a Gantt chart may be beneficial)

A projected budget, if applicable

Academic Writing Sample: Research Proposal Excerpt

Building on the work of the three foundational sociological theorists—Marx, Weber, and Durkheim—and Mark Traugott's theory of the "insurgent barricade," this proposed research will analyze the appearance, use, and disappearance of barricade warfare as an effective battle strategy.

Focusing on these three theorists, this research will determine which theory or theories best explain the life cycle of barricade warfare, focusing in particular on its disappearance. A brief but comprehensive history of barricade warfare will be provided in addition to the theoretical explanations of barricade warfare's utility.

Research Proposal Writing Tips

Before you format your proposal, contact your targeted university, private organization, or funding agency to confirm what they require for proposals. Then, try to follow this format as closely as possible.

Be detailed when outlining your goals and your funding needs. Connect the objectives of the research to the resources you're requesting.

Be realistic in what you ask for as far as resources—don't ask for more or less than you need, and show evidence to justify your choices.

Don't dedicate too much text in your proposal to describing past research. A summary of key points, arguments, theories, and how your research will build on them should suffice.

Remember that no matter how good your proposal is, it might be rejected. You're likely up against dozens or even hundreds of other candidates who have equally sound proposals. Don't be discouraged if this happens. See it as a learning opportunity for your next proposal.

Academic Writing Example 2: Dissertations

A dissertation is a body of writing that represents original research and is generally written as part of a PhD or master's program.

Typically, it builds on previous research in the field to make a significant contribution or advancement. You may benefit from more detailed information on what a dissertation is , how to write a dissertation , and how to edit a dissertation .

Dissertation Structure

Introduction/background and the significance of the study

Literature review

Methodology

Results/findings

Conclusion/contribution to the body of research

Academic Writing Sample: Dissertation Excerpt

There are two options for choosing a unit of analysis for this phenomenon: the social artifact (erected barricades) or the social interaction (the collaboration of insurgents engaged in barricade warfare). The best choice is social interaction.

Most individual occurrences of barricade warfare involve the construction of more than one barricade, and the number of barricades is not necessarily a valid indicator of the sociological magnitude of an insurgence. The most relevant choice is an insurgence, the event of a conflict involving barricade warfare.

Dissertation Writing Tips

Remember to bear in mind the significance of your study. It doesn't have to be paradigm shifting, but you want to infuse the dissertation with reminders of why your research is important.

Don't get bogged down in trying to show that your research is one of a kind or uniquely contributive to the body of research. It likely isn't, and it's more effective to show how you are building on previous research .

Remember to check with your college or university to ensure that you're formatting your dissertation according to the school's expectations.

Ask your advisor questions when you need to.

Be prepared to make alterations to your dissertation according to your thesis committee's suggestions. This doesn't mean you did a bad job—it just means there's room for improvement.

Academic Writing Example 3: Abstracts

The abstract is actually a component of other forms of academic writing, such as scholarly articles and dissertations. The abstract acts as a comprehensive outline of your paper in paragraph form.

Abstract Structure

Results

You may want to read more about what abstracts are and why they are important in preparing yourself for writing one.

Academic Writing Sample: Abstract

Barricade warfare has occurred across several spectra, but most notably, it occurred almost exclusively in a 300-year period between the 16th and 19th centuries. Each instance had an inciting incident, but a common thread was the culture of revolution: a revolutionary tradition based on the belief that injustice was being carried out and that, in this case, barricade insurgence was the way to resolve it.

This study uses the theories of Karl Marx and Emile Durkheim to analyze barricade warfare, its appearance, and its disappearance. Ultimately, neither theory can independently explain this phenomenon.

Marx offers a reasonable explanation for why barricade warfare may have died, but his theory is difficult to test empirically and fails to explain the absence of recurrences. Conversely, Durkheim's theory is much easier to observe and can explain why barricade warfare has not experienced a renaissance. However, he offered no reason as to why it died in the first place.

These two theoretical orientations complement each other nicely and, ultimately, neither can stand alone.

Notice that this abstract comes in at under 200 words (a common limit) but nevertheless covers the background of the study, how it was approached, and the results and conclusions of the research.

If you are struggling to meet a word count, check out 10 Academic Phrases Your Writing Doesn't Need .

Abstract Writing Tips

Be conscious of your word count. Stay under the limit.

Check with your school or target journal to make sure special formatting is not required.

Don't use abbreviations or citations in the abstract.

Don't simply restate your thesis or copy your introduction. Neither of these is an abstract.

Remember that your abstract often gives readers their first impressions of your work. Despite its short length, it deserves a lot of attention.

Academic Writing Example 4: Articles

Academic articles are pieces of writing intended for publication in academic journals or other scholarly sources. They may be original research studies, literature analyses, critiques , or other forms of scholarly writing.

Article Structure

Abstract and keywords

Introduction

Materials and methods

References and appendices

Academic Writing Sample: Article Excerpt

"Those great revolutionary barricades were places where heroes came together" (Hugo, 2008). This description by Victor Hugo of the 1832 June Rebellion in Paris comes from his seminal work of fiction, Les Miserables.

Although the account is fictionalized, it is deeply representative of what historian Mark Traugott (2010, p. 225) terms the "culture of revolution." This spirit of heroic response to social injustice swept across Europe during the second half of the millennium and was characterized in part by barricade warfare.

The phenomenon of the insurgent barricade has essentially disappeared, however, leaving no trace of its short-lived but intense epoch, and the question of why this happened remains a mystery. The theories of Karl Marx and Emile Durkheim, when taken together, provide a compelling explanation for the disappearance of barricade warfare, and the tenets of each theory will be examined to explain this phenomenon.

Article Writing Tips

Follow these detailed steps for writing an article and publishing it in a journal .

Make sure that you follow all of your target journal's guidelines.

Have a second set of educated eyes look over your article to correct typos, confusing language, and unclear arguments.

Don't be discouraged if your article is not chosen for publication. As with proposal writing, you are up against countless others with equally compelling research.

Don't be discouraged if the journal asks you to make changes to your article. This is common. It means they see value in your article, as well as room for improvement.

Whether you're applying for funding, earning an advanced degree, aiming to publish in a journal, or just trying to cram your 4,000-word study into a 150-word abstract, hopefully these academic writing examples have helped get your creative juices flowing.

Go out there and write! With these academic writing samples at your side, you are sure to model your academic writing appropriately.

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Original research article, learning scientific observation with worked examples in a digital learning environment.

1 Department Educational Sciences, Chair for Formal and Informal Learning, Technical University Munich School of Social Sciences and Technology, Munich, Germany
2 Aquatic Systems Biology Unit, TUM School of Life Sciences, Technical University of Munich, Freising, Germany

Science education often aims to increase learners’ acquisition of fundamental principles, such as learning the basic steps of scientific methods. Worked examples (WE) have proven particularly useful for supporting the development of such cognitive schemas and successive actions in order to avoid using up more cognitive resources than are necessary. Therefore, we investigated the extent to which heuristic WE are beneficial for supporting the acquisition of a basic scientific methodological skill—conducting scientific observation. The current study has a one-factorial, quasi-experimental, comparative research design and was conducted as a field experiment. Sixty two students of a German University learned about scientific observation steps during a course on applying a fluvial audit, in which several sections of a river were classified based on specific morphological characteristics. In the two experimental groups scientific observation was supported either via faded WE or via non-faded WE both presented as short videos. The control group did not receive support via WE. We assessed factual and applied knowledge acquisition regarding scientific observation, motivational aspects and cognitive load. The results suggest that WE promoted knowledge application: Learners from both experimental groups were able to perform the individual steps of scientific observation more accurately. Fading of WE did not show any additional advantage compared to the non-faded version in this regard. Furthermore, the descriptive results reveal higher motivation and reduced extraneous cognitive load within the experimental groups, but none of these differences were statistically significant. Our findings add to existing evidence that WE may be useful to establish scientific competences.

1 Introduction

Learning in science education frequently involves the acquisition of basic principles or generalities, whether of domain-specific topics (e.g., applying a mathematical multiplication rule) or of rather universal scientific methodologies (e.g., performing the steps of scientific observation) ( Lunetta et al., 2007 ). Previous research has shown that worked examples (WE) can be considered particularly useful for developing such cognitive schemata during learning to avoid using more cognitive resources than necessary for learning successive actions ( Renkl et al., 2004 ; Renkl, 2017 ). WE consist of the presentation of a problem, consecutive solution steps and the solution itself. This is especially advantageous in initial cognitive skill acquisition, i.e., for novice learners with low prior knowledge ( Kalyuga et al., 2001 ). With growing knowledge, fading WE can lead from example-based learning to independent problem-solving ( Renkl et al., 2002 ). Preliminary work has shown the advantage of WE in specific STEM domains like mathematics ( Booth et al., 2015 ; Barbieri et al., 2021 ), but less studies have investigated their impact on the acquisition of basic scientific competencies that involve heuristic problem-solving processes (scientific argumentation, Schworm and Renkl, 2007 ; Hefter et al., 2014 ; Koenen et al., 2017 ). In the realm of natural sciences, various basic scientific methodologies are employed to acquire knowledge, such as experimentation or scientific observation ( Wellnitz and Mayer, 2013 ). During the pursuit of knowledge through scientific inquiry activities, learners may encounter several challenges and difficulties. Similar to the hurdles faced in experimentation, where understanding the criteria for appropriate experimental design, including the development, measurement, and evaluation of results, is crucial ( Sirum and Humburg, 2011 ; Brownell et al., 2014 ; Dasgupta et al., 2014 ; Deane et al., 2014 ), scientific observation additionally presents its own set of issues. In scientific observation, e.g., the acquisition of new insights may be somewhat incidental due to spontaneous and uncoordinated observations ( Jensen, 2014 ). To address these challenges, it is crucial to provide instructional support, including the use of WE, particularly when observations are carried out in a more self-directed manner.

For this reason, the aim of the present study was to determine the usefulness of digitally presented WE to support the acquisition of a basic scientific methodological skill—conducting scientific observations—using a digital learning environment. In this regard, this study examined the effects of different forms of digitally presented WE (non-faded vs. faded) on students’ cognitive and motivational outcomes and compared them to a control group without WE. Furthermore, the combined perspective of factual and applied knowledge, as well as motivational and cognitive aspects, represent further value added to the study.

2 Theoretical background

2.1 worked examples.

WE have been commonly used in the fields of STEM education (science, technology, engineering, and mathematics) ( Booth et al., 2015 ). They consist of a problem statement, the steps to solve the problem, and the solution itself ( Atkinson et al., 2000 ; Renkl et al., 2002 ; Renkl, 2014 ). The success of WE can be explained by their impact on cognitive load (CL) during learning, based on assumptions from Cognitive Load Theory ( Sweller, 2006 ).

Learning with WE is considered time-efficient, effective, and superior to problem-based learning (presentation of the problem without demonstration of solution steps) when it comes to knowledge acquisition and transfer (WE-effect, Atkinson et al., 2000 ; Van Gog et al., 2011 ). Especially WE can help by reducing the extraneous load (presentation and design of the learning material) and, in turn, can lead to an increase in germane load (effort of the learner to understand the learning material) ( Paas et al., 2003 ; Renkl, 2014 ). With regard to intrinsic load (difficulty and complexity of the learning material), it is still controversially discussed if it can be altered by instructional design, e.g., WE ( Gerjets et al., 2004 ). WE have a positive effect on learning and knowledge transfer, especially for novices, as the step-by-step presentation of the solution requires less extraneous mental effort compared to problem-based learning ( Sweller et al., 1998 ; Atkinson et al., 2000 ; Bokosmaty et al., 2015 ). With growing knowledge, WE can lose their advantages (due to the expertise-reversal effect), and scaffolding learning via faded WE might be more successful for knowledge gain and transfer ( Renkl, 2014 ). Faded WE are similar to complete WE, but fade out solution steps as knowledge and competencies grow. Faded WE enhance near-knowledge transfer and reduce errors compared to non-faded WE ( Renkl et al., 2000 ).

In addition, the reduction of intrinsic and extraneous CL by WE also has an impact on learner motivation, such as interest ( Van Gog and Paas, 2006 ). Um et al. (2012) showed that there is a strong positive correlation between germane CL and the motivational aspects of learning, like satisfaction and emotion. Gupta (2019) mentions a positive correlation between CL and interest. Van Harsel et al. (2019) found that WE positively affect learning motivation, while no such effect was found for problem-solving. Furthermore, learning with WE increases the learners’ belief in their competence in completing a task. In addition, fading WE can lead to higher motivation for more experienced learners, while non-faded WE can be particularly motivating for learners without prior knowledge ( Paas et al., 2005 ). In general, fundamental motivational aspects during the learning process, such as situational interest ( Lewalter and Knogler, 2014 ) or motivation-relevant experiences, like basic needs, are influenced by learning environments. At the same time, their use also depends on motivational characteristics of the learning process, such as self-determined motivation ( Deci and Ryan, 2012 ). Therefore, we assume that learning with WE as a relevant component of a learning environment might also influence situational interest and basic needs.

2.1.1 Presentation of worked examples

WE are frequently used in digital learning scenarios ( Renkl, 2014 ). When designing WE, the application via digital learning media can be helpful, as their content can be presented in different ways (video, audio, text, and images), tailored to the needs of the learners, so that individual use is possible according to their own prior knowledge or learning pace ( Mayer, 2001 ). Also, digital media can present relevant information in a timely, motivating, appealing and individualized way and support learning in an effective and needs-oriented way ( Mayer, 2001 ). The advantages of using digital media in designing WE have already been shown in previous studies. Dart et al. (2020) presented WE as short videos (WEV). They report that the use of WEV leads to increased student satisfaction and more positive attitudes. Approximately 90% of the students indicated an active learning approach when learning with the WEV. Furthermore, the results show that students improved their content knowledge through WEV and that they found WEV useful for other courses as well.

Another study ( Kay and Edwards, 2012 ) presented WE as video podcasts. Here, the advantages of WE regarding self-determined learning in terms of learning location, learning time, and learning speed were shown. Learning performance improved significantly after use. The step-by-step, easy-to-understand explanations, the diagrams, and the ability to determine the learning pace by oneself were seen as beneficial.

Multimedia WE can also be enhanced with self-explanation prompts ( Berthold et al., 2009 ). Learning from WE with self-explanation prompts was shown to be superior to other learning methods, such as hypertext learning and observational learning.

In addition to presenting WE in different medial ways, WE can also comprise different content domains.

2.1.2 Content and context of worked examples

Regarding the content of WE, algorithmic and heuristic WE, as well as single-content and double-content WE, can be distinguished ( Reiss et al., 2008 ; Koenen et al., 2017 ; Renkl, 2017 ). Algorithmic WE are traditionally used in the very structured mathematical–physical field. Here, an algorithm with very specific solution steps is to learn, for example, in probability calculation ( Koenen et al., 2017 ). In this study, however, we focus on heuristic double-content WE. Heuristic WE in science education comprise fundamental scientific working methods, e.g., conducting experiments ( Koenen et al., 2017 ). Furthermore, double-content WE contain two learning domains that are relevant for the learning process: (1) the learning domain describes the primarily to be learned abstract process or concept, e.g., scientific methodologies like observation (see section 2.2), while (2) the exemplifying domain consists of the content that is necessary to teach this process or concept, e.g., mapping of river structure ( Renkl et al., 2009 ).

Depending on the WE content to be learned, it may be necessary for learning to take place in different settings. This can be in a formal or informal learning setting or a non-formal field setting. In this study, the focus is on learning scientific observation (learning domain) through river structure mapping (exemplary domain), which takes place with the support of digital media in a formal (university) setting, but in an informal context (nature).

2.2 Scientific observation

Scientific observation is fundamental to all scientific activities and disciplines ( Kohlhauf et al., 2011 ). Scientific observation must be clearly distinguished from everyday observation, where observation is purely a matter of noticing and describing specific characteristics ( Chinn and Malhotra, 2001 ). In contrast to this everyday observation, scientific observation as a method of knowledge acquisition can be described as a rather complex activity, defined as the theory-based, systematic and selective perception of concrete systems and processes without any fundamental manipulation ( Wellnitz and Mayer, 2013 ). Wellnitz and Mayer (2013) described the scientific observation process via six steps: (1) formulation of the research question (s), (2) deduction of the null hypothesis and the alternative hypothesis, (3) planning of the research design, (4) conducting the observation, (5) analyzing the data, and (6) answering the research question(s) on this basis. Only through reliable and qualified observation, valid data can be obtained that provide solid scientific evidence ( Wellnitz and Mayer, 2013 ).

Since observation activities are not trivial and learners often observe without generating new knowledge or connecting their observations to scientific explanations and thoughts, it is important to provide support at the related cognitive level, so that observation activities can be conducted in a structured way according to pre-defined criteria ( Ford, 2005 ; Eberbach and Crowley, 2009 ). Especially during field-learning experiences, scientific observation is often spontaneous and uncoordinated, whereby random discoveries result in knowledge gain ( Jensen, 2014 ).

To promote successful observing in rather unstructured settings like field trips, instructional support for the observation process seems useful. To guide observation activities, digitally presented WE seem to be an appropriate way to introduce learners to the individual steps of scientific observation using concrete examples.

2.3 Research questions and hypothesis

The present study investigates the effect of digitally presented double-content WE that supports the mapping of a small Bavarian river by demonstrating the steps of scientific observation. In this analysis, we focus on the learning domain of the WE and do not investigate the exemplifying domain in detail. Distinct ways of integrating WE in the digital learning environment (faded WE vs. non-faded WE) are compared with each other and with a control group (no WE). The aim is to examine to what extent differences between those conditions exist with regard to (RQ1) learners’ competence acquisition [acquisition of factual knowledge about the scientific observation method (quantitative data) and practical application of the scientific observation method (quantified qualitative data)], (RQ2) learners’ motivation (situational interest and basic needs), and (RQ3) CL. It is assumed that (Hypothesis 1), the integration of WE (faded and non-faded) leads to significantly higher competence acquisition (factual and applied knowledge), significantly higher motivation and significantly lower extraneous CL as well as higher germane CL during the learning process compared to a learning environment without WE. No differences between the conditions are expected regarding intrinsic CL. Furthermore, it is assumed (Hypothesis 2) that the integration of faded WE leads to significantly higher competence acquisition, significantly higher motivation, and lower extraneous CL as well as higher germane CL during the learning processes compared to non-faded WE. No differences between the conditions are expected with regard to intrinsic CL.

The study took place during the field trips of a university course on the application of a fluvial audit (FA) using the German working aid for mapping the morphology of rivers and their floodplains ( Bayerisches Landesamt für Umwelt, 2019 ). FA is the leading fluvial geomorphological tool for application to data collection contiguously along all watercourses of interest ( Walker et al., 2007 ). It is widely used because it is a key example of environmental conservation and monitoring that needs to be taught to students of selected study programs; thus, knowing about the most effective ways of learning is of high practical relevance.

3.1 Sample and design

3.1.1 sample.

The study was conducted with 62 science students and doctoral students of a German University (age M = 24.03 years; SD = 4.20; 36 females; 26 males). A total of 37 participants had already conducted a scientific observation and would rate their knowledge in this regard at a medium level ( M = 3.32 out of 5; SD = 0.88). Seven participants had already conducted an FA and would rate their knowledge in this regard at a medium level ( M = 3.14 out of 5; SD = 0.90). A total of 25 participants had no experience at all. Two participants had to be excluded from the sample afterward because no posttest results were available.

3.1.2 Design

The study has a 1-factorial quasi-experimental comparative research design and is conducted as a field experiment using a pre/posttest design. Participants were randomly assigned to one of three conditions: no WE ( n = 20), faded WE ( n = 20), and non-faded WE ( n = 20).

3.2 Implementation and material

3.2.1 implementation.

The study started with an online kick-off meeting where two lecturers informed all students within an hour about the basics regarding the assessment of the structural integrity of the study river and the course of the field trip days to conduct an FA. Afterward, within 2 weeks, students self-studied via Moodle the FA following the German standard method according to the scoresheets of Bayerisches Landesamt für Umwelt (2019) . This independent preparation using the online presented documents was a necessary prerequisite for participation in the field days and was checked in the pre-testing. The preparatory online documents included six short videos and four PDF files on the content, guidance on the German protocol of the FA, general information on river landscapes, information about anthropogenic changes in stream morphology and the scoresheets for applying the FA. In these sheets, the river and its floodplain are subdivided into sections of 100 m in length. Each of these sections is evaluated by assessing 21 habitat factors related to flow characteristics and structural variability. The findings are then transferred into a scoring system for the description of structural integrity from 1 (natural) to 7 (highly modified). Habitat factors have a decisive influence on the living conditions of animals and plants in and around rivers. They included, e.g., variability in water depth, stream width, substratum diversity, or diversity of flow velocities.

3.2.2 Materials

On the field trip days, participants were handed a tablet and a paper-based FA worksheet (last accessed 21st September 2022). 1 This four-page assessment sheet was accompanied by a digital learning environment presented on Moodle that instructed the participants on mapping the water body structure and guided the scientific observation method. All three Moodle courses were identical in structure and design; the only difference was the implementation of the WE. Below, the course without WE are described first. The other two courses have an identical structure, but contain additional WE in the form of learning videos.

3.2.3 No worked example

After a short welcome and introduction to the course navigation, the FA started with the description of a short hypothetical scenario: Participants should take the role of an employee of an urban planning office that assesses the ecomorphological status of a small river near a Bavarian city. The river was divided into five sections that had to be mapped separately. The course was structured accordingly. At the beginning of each section, participants had to formulate and write down a research question, and according to hypotheses regarding the ecomorphological status of the river’s section, they had to collect data in this regard via the mapping sheet and then evaluate their data and draw a conclusion. Since this course serves as a control group, no WE videos supporting the scientific observation method were integrated. The layout of the course is structured like a book, where it is not possible to scroll back. This is important insofar as the participants do not have the possibility to revisit information in order to keep the conditions comparable as well as distinguishable.

3.2.4 Non-faded worked example

In the course with no-faded WE, three instructional videos are shown for each of the five sections. In each of the three videos, two steps of the scientific observation method are presented so that, finally, all six steps of scientific observation are demonstrated. The mapping of the first section starts after the general introduction (as described above) with the instruction to work on the first two steps of scientific observation: the formulation of a research question and hypotheses. To support this, a video of about 4 min explains the features of scientific sound research questions and hypotheses. To this aim, a practical example, including explanations and tips, is given regarding the formulation of research questions and hypotheses for this section (e.g., “To what extent does the building development and the closeness of the path to the water body have an influence on the structure of the water body?” Alternative hypothesis: It is assumed that the housing development and the closeness of the path to the water body have a negative influence on the water body structure. Null hypothesis: It is assumed that the housing development and the closeness of the path to the watercourse have no negative influence on the watercourse structure.). Participants should now formulate their own research questions and hypotheses, write them down in a text field at the end of the page, and then skip to the next page. The next two steps of scientific observation, planning and conducting, are explained in a short 4-min video. To this aim, a practical example including explanations and tips is given regarding planning and conducting scientific for this section (e.g., “It’s best to go through each evaluation category carefully one by one that way you are sure not to forget anything!”). Now, participants were asked to collect data for the first section using their paper-based FA worksheet. Participants individually surveyed the river and reported their results in the mapping sheet by ticking the respective boxes in it. After collecting this data, they returned to the digital learning environment to learn how to use these data by studying the last two steps of scientific observation, evaluation, and conclusion. The third 4-min video explained how to evaluate and interpret collected data. For this purpose, a practical example with explanations and tips is given regarding evaluating and interpreting data for this section (e.g., “What were the individual points that led to the assessment? Have there been points that were weighted more than others? Remember the introduction video!”). At the end of the page, participants could answer their before-stated research questions and hypotheses by evaluating their collected data and drawing a conclusion. This brings participants to the end of the first mapping section. Afterward, the cycle begins again with the second section of the river that has to be mapped. Again, participants had to conduct the steps of scientific observation, guided by WE videos, explaining the steps in slightly different wording or with different examples. A total of five sections are mapped, in which the structure of the learning environment and the videos follow the same procedure.

3.2.5 Faded worked example

The digital learning environment with the faded WE follow the same structure as the version with the non-faded WE. However, in this version, the information in the WE videos is successively reduced. In the first section, all three videos are identical to the version with the non-faded WE. In the second section, faded content was presented as follows: the tip at the end was omitted in all three videos. In the third section, the tip and the practical example were omitted. In the fourth and fifth sections, no more videos were presented, only the work instructions.

3.3 Procedure

The data collection took place on four continuous days on the university campus, with a maximum group size of 15 participants on each day. The students were randomly assigned to one of the three conditions (no WE vs. faded WE vs. non-faded WE). After a short introduction to the procedure, the participants were handed the paper-based FA worksheet and one tablet per person. Students scanned the QR code on the first page of the worksheet that opened the pretest questionnaire, which took about 20 min to complete. After completing the questionnaire, the group walked for about 15 min to the nearby small river that was to be mapped. Upon arrival, there was first a short introduction to the digital learning environment and a check that the login (via university account on Moodle) worked. During the next 4 h, the participants individually mapped five segments of the river using the cartography worksheet. They were guided through the steps of scientific observation using the digital learning environment on the tablet. The results of their scientific observation were logged within the digital learning environment. At the end of the digital learning environment, participants were directed to the posttest via a link. After completing the test, the tablets and mapping sheets were returned. Overall, the study took about 5 h per group each day.

3.4 Instruments

In the pretest, sociodemographic data (age and gender), the study domain and the number of study semesters were collected. Additionally, the previous scientific observation experience and the estimation of one’s own ability in this regard were assessed. For example, it was asked whether scientific observation had already been conducted and, if so, how the abilities were rated on a 5-point scale from very low to very high. Preparation for the FA on the basis of the learning material was assessed: Participants were asked whether they had studied all six videos and all four PDF documents, with the response options not at all, partially, and completely. Furthermore, a factual knowledge test about scientific observation and questions about self-determination theory was administered. The posttest used the same knowledge test, and additional questions on basic needs, situational interest, measures of CL and questions about the usefulness of the WE. All scales were presented online, and participants reached the questionnaire via QR code.

3.4.1 Scientific observation competence acquisition

For the factual knowledge (quantitative assessment of the scientific observation competence), a single-choice knowledge test with 12 questions was developed and used as pre- and posttest with a maximum score of 12 points. It assesses the learners’ knowledge of the scientific observation method regarding the steps of scientific observation, e.g., formulating research questions and hypotheses or developing a research design. The questions are based on Wahser (2008 , adapted by Koenen, 2014 ) and adapted to scientific observation: “Although you are sure that you have conducted the scientific observation correctly, an unexpected result turns up. What conclusion can you draw?” Each question has four answer options (one of which is correct) and, in addition, one “I do not know” option.

For the applied knowledge (quantified qualitative assessment of the scientific observation competence), students’ scientific observations written in the digital learning environment were analyzed. A coding scheme was used with the following codes: 0 = insufficient (text field is empty or includes only insufficient key points), 1 = sufficient (a research question and no hypotheses or research question and inappropriate hypotheses are stated), 2 = comprehensive (research question and appropriate hypothesis or research question and hypotheses are stated, but, e.g., incorrect null hypothesis), 3 = very comprehensive (correct research question, hypothesis and null hypothesis are stated). One example of a very comprehensive answer regarding the research question and hypothesis is: To what extent does the lack of riparian vegetation have an impact on water body structure? Hypothesis: The lack of shore vegetation has a negative influence on the water body structure. Null hypothesis: The lack of shore vegetation has no influence on the water body structure. Afterward, a sum score was calculated for each participant. Five times, a research question and hypotheses (steps 1 and 2 in the observation process) had to be formulated (5 × max. 3 points = 15 points), and five times, the research questions and hypotheses had to be answered (steps 5 and 6 in the observation process: evaluation and conclusion) (5 × max. 3 points = 15 points). Overall, participants could reach up to 30 points. Since the observation and evaluation criteria in data collection and analysis were strongly predetermined by the scoresheet, steps 3 and 4 of the observation process (planning and conducting) were not included in the analysis.

All 600 cases (60 participants, each 10 responses to code) were coded by the first author. For verification, 240 cases (24 randomly selected participants, eight from each course) were cross-coded by an external coder. In 206 of the coded cases, the raters agreed. The cases in which the raters did not agree were discussed together, and a solution was found. This results in Cohen’s κ = 0.858, indicating a high to very high level of agreement. This indicates that the category system is clearly formulated and that the individual units of analysis could be correctly assigned.

3.4.2 Self-determination index

For the calculation of the self-determination index (SDI-index), Thomas and Müller (2011) scale for self-determination was used in the pretest. The scale consists of four subscales: intrinsic motivation (five items; e.g., I engage with the workshop content because I enjoy it; reliability of alpha = 0.87), identified motivation (four items; e.g., I engage with the workshop content because it gives me more options when choosing a career; alpha = 0.84), introjected motivation (five items; e.g., I engage with the workshop content because otherwise I would have a guilty feeling; alpha = 0.79), and external motivation (three items, e.g., I engage with the workshop content because I simply have to learn it; alpha = 0.74). Participants could indicate their answers on a 5-point Likert scale ranging from 1 = completely disagree to 5 = completely agree. To calculate the SDI-index, the sum of the self-determined regulation styles (intrinsic and identified) is subtracted from the sum of the external regulation styles (introjected and external), where intrinsic and external regulation are scored two times ( Thomas and Müller, 2011 ).

3.4.3 Motivation

Basic needs were measured in the posttest with the scale by Willems and Lewalter (2011) . The scale consists of three subscales: perceived competence (four items; e.g., during the workshop, I felt that I could meet the requirements; alpha = 0.90), perceived autonomy (five items; e.g., during the workshop, I felt that I had a lot of freedom; alpha = 0.75), and perceived autonomy regarding personal wishes and goals (APWG) (four items; e.g., during the workshop, I felt that the workshop was how I wish it would be; alpha = 0.93). We added all three subscales to one overall basic needs scale (alpha = 0.90). Participants could indicate their answers on a 5-point Likert scale ranging from 1 = completely disagree to 5 = completely agree.

Situational interest was measured in the posttest with the 12-item scale by Lewalter and Knogler (2014 ; Knogler et al., 2015 ; Lewalter, 2020 ; alpha = 0.84). The scale consists of two subscales: catch (six items; e.g., I found the workshop exciting; alpha = 0.81) and hold (six items; e.g., I would like to learn more about parts of the workshop; alpha = 0.80). Participants could indicate their answers on a 5-point Likert scale ranging from 1 = completely disagree to 5 = completely agree.

3.4.4 Cognitive load

In the posttest, CL was used to examine the mental load during the learning process. The intrinsic CL (three items; e.g., this task was very complex; alpha = 0.70) and extraneous CL (three items; e.g., in this task, it is difficult to identify the most important information; alpha = 0.61) are measured with the scales from Klepsch et al. (2017) . The germane CL (two items; e.g., the learning session contained elements that supported me to better understand the learning material; alpha = 0.72) is measured with the scale from Leppink et al. (2013) . Participants could indicate their answers on a 5-point Likert scale ranging from 1 = completely disagree to 5 = completely agree.

3.4.5 Attitudes toward worked examples

To measure how effective participants rated the WE, we used two scales related to the WE videos as instructional support. The first scale from Renkl (2001) relates to the usefulness of WE. The scale consists of four items (e.g., the explanations were helpful; alpha = 0.71). Two items were recoded because they were formulated negatively. The second scale is from Wachsmuth (2020) and relates to the participant’s evaluation of the WE. The scale consists of nine items (e.g., I always did what was explained in the learning videos; alpha = 0.76). Four items were recoded because they were formulated negatively. Participants could indicate their answers on a 5-point Likert scale ranging from 1 = completely disagree to 5 = completely agree.

3.5 Data analysis

An ANOVA was used to calculate if the variable’s prior knowledge and SDI index differed between the three groups. However, as no significant differences between the conditions were found [prior factual knowledge: F (2, 59) = 0.15, p = 0.865, η 2 = 0.00 self-determination index: F (2, 59) = 0.19, p = 0.829, η 2 = 0.00], they were not included as covariates in subsequent analyses.

Furthermore, a repeated measure, one-way analysis of variance (ANOVA), was conducted to compare the three treatment groups (no WE vs. faded WE vs. non-faded WE) regarding the increase in factual knowledge about the scientific observation method from pretest to posttest.

A MANOVA (multivariate analysis) was calculated with the three groups (no WE vs. non-faded WE vs. faded WE) as a fixed factor and the dependent variables being the practical application of the scientific observation method (first research question), situational interest, basic needs (second research question), and CL (third research question).

Additionally, to determine differences in applied knowledge even among the three groups, Bonferroni-adjusted post-hoc analyses were conducted.

The descriptive statistics between the three groups in terms of prior factual knowledge about the scientific observation method and the self-determination index are shown in Table 1 . The descriptive statistics revealed only small, non-significant differences between the three groups in terms of factual knowledge.

Table 1 . Means (standard deviations) of factual knowledge tests (pre- and posttest) and self-determination index for the three different groups.

The results of the ANOVA revealed that the overall increase in factual knowledge from pre- to posttest just misses significance [ F (1, 57) = 3.68, p = 0.060, η 2 = 0 0.06]. Furthermore, no significant differences between the groups were found regarding the acquisition of factual knowledge from pre- to posttest [ F (2, 57) = 2.93, p = 0.062, η 2 = 0.09].

An analysis of the descriptive statistics showed that the largest differences between the groups were found in applied knowledge (qualitative evaluation) and extraneous load (see Table 2 ).

Table 2 . Means (standard deviations) of dependent variables with the three different groups.

Results of the MANOVA revealed significant overall differences between the three groups [ F (12, 106) = 2.59, p = 0.005, η 2 = 0.23]. Significant effects were found for the application of knowledge [ F (2, 57) = 13.26, p = <0.001, η 2 = 0.32]. Extraneous CL just missed significance [ F (2, 57) = 2.68, p = 0.065, η 2 = 0.09]. There were no significant effects for situational interest [ F (2, 57) = 0.44, p = 0.644, η 2 = 0.02], basic needs [ F (2, 57) = 1.22, p = 0.302, η 2 = 0.04], germane CL [ F (2, 57) = 2.68, p = 0.077, η 2 = 0.09], and intrinsic CL [ F (2, 57) = 0.28, p = 0.757, η 2 = 0.01].

Bonferroni-adjusted post hoc analysis revealed that the group without WE had significantly lower scores in the evaluation of the applied knowledge than the group with non-faded WE ( p = <0.001, M diff = −8.90, 95% CI [−13.47, −4.33]) and then the group with faded WE ( p = <0.001, M diff = −7.40, 95% CI [−11.97, −2.83]). No difference was found between the groups with faded and non-faded WE ( p = 1.00, M diff = −1.50, 95% CI [−6.07, 3.07]).

The descriptive statistics regarding the perceived usefulness of WE and participants’ evaluation of the WE revealed that the group with the faded WE rated usefulness slightly higher than the participants with non-faded WE and also reported a more positive evaluation. However, the results of a MANOVA revealed no significant overall differences [ F (2, 37) = 0.32, p = 0.732, η 2 = 0 0.02] (see Table 3 ).

Table 3 . Means (standard deviations) of dependent variables with the three different groups.

5 Discussion

This study investigated the use of WE to support students’ acquisition of science observation. Below, the research questions are answered, and the implications and limitations of the study are discussed.

5.1 Results on factual and applied knowledge

In terms of knowledge gain (RQ1), our findings revealed no significant differences in participants’ results of the factual knowledge test both across all three groups and specifically between the two experimental groups. These results are in contradiction with related literature where WE had a positive impact on knowledge acquisition ( Renkl, 2014 ) and faded WE are considered to be more effective in knowledge acquisition and transfer, in contrast to non-faded WE ( Renkl et al., 2000 ; Renkl, 2014 ). A limitation of the study is the fact that the participants already scored very high on the pretest, so participation in the intervention would likely not yield significant knowledge gains due to ceiling effects ( Staus et al., 2021 ). Yet, nearly half of the students reported being novices in the field prior to the study, suggesting that the difficulty of some test items might have been too low. Here, it would be important to revise the factual knowledge test, e.g., the difficulty of the distractors in further study.

Nevertheless, with regard to application knowledge, the results revealed large significant differences: Participants of the two experimental groups performed better in conducting scientific observation steps than participants of the control group. In the experimental groups, the non-faded WE group performed better than the faded WE group. However, the absence of significant differences between the two experimental groups suggests that faded and non-faded WE used as double-content WE are suitable to teach applied knowledge about scientific observation in the learning domain ( Koenen, 2014 ). Furthermore, our results differ from the findings of Renkl et al. (2000) , in which the faded version led to the highest knowledge transfer. Despite the fact that the non-faded WE performed best in our study, the faded version of the WE was also appropriate to improve learning, confirming the findings of Renkl (2014) and Hesser and Gregory (2015) .

5.2 Results on learners’ motivation

Regarding participants’ motivation (RQ2; situational interest and basic needs), no significant differences were found across all three groups or between the two experimental groups. However, descriptive results reveal slightly higher motivation in the two experimental groups than in the control group. In this regard, our results confirm existing literature on a descriptive level showing that WE lead to higher learning-relevant motivation ( Paas et al., 2005 ; Van Harsel et al., 2019 ). Additionally, both experimental groups rated the usefulness of the WE as high and reported a positive evaluation of the WE. Therefore, we assume that even non-faded WE do not lead to over-instruction. Regarding the descriptive tendency, a larger sample might yield significant results and detect even small effects in future investigations. However, because this study also focused on comprehensive qualitative data analysis, it was not possible to evaluate a larger sample in this study.

5.3 Results on cognitive load

Finally, CL did not vary significantly across all three groups (RQ3). However, differences in extraneous CL just slightly missed significance. In descriptive values, the control group reported the highest extrinsic and lowest germane CL. The faded WE group showed the lowest extrinsic CL and a similar germane CL as the non-faded WE group. These results are consistent with Paas et al. (2003) and Renkl (2014) , reporting that WE can help to reduce the extraneous CL and, in return, lead to an increase in germane CL. Again, these differences were just above the significance level, and it would be advantageous to retest with a larger sample to detect even small effects.

Taken together, our results only partially confirm H1: the integration of WE (both faded and non-faded WE) led to a higher acquisition of application knowledge than the control group without WE, but higher factual knowledge was not found. Furthermore, higher motivation or different CL was found on a descriptive level only. The control group provided the basis for comparison with the treatment in order to investigate if there is an effect at all and, if so, how large the effect is. This is an important point to assess whether the effort of implementing WE is justified. Additionally, regarding H2, our results reveal no significant differences between the two WE conditions. We assume that the high complexity of the FA could play a role in this regard, which might be hard to handle, especially for beginners, so learners could benefit from support throughout (i.e., non-faded WE).

In addition to the limitations already mentioned, it must be noted that only one exemplary topic was investigated, and the sample only consisted of students. Since only the learning domain of the double-content WE was investigated, the exemplifying domain could also be analyzed, or further variables like motivation could be included in further studies. Furthermore, the influence of learners’ prior knowledge on learning with WE could be investigated, as studies have found that WE are particularly beneficial in the initial acquisition of cognitive skills ( Kalyuga et al., 2001 ).

6 Conclusion

Overall, the results of the current study suggest a beneficial role for WE in supporting the application of scientific observation steps. A major implication of these findings is that both faded and non-faded WE should be considered, as no general advantage of faded WE over non-faded WE was found. This information can be used to develop targeted interventions aimed at the support of scientific observation skills.

Data availability statement

The raw data supporting the conclusions of this article will be made available by the authors, without undue reservation.

Ethics statement

Ethical approval was not required for the study involving human participants in accordance with the local legislation and institutional requirements. Written informed consent to participate in this study was not required from the participants in accordance with the national legislation and the institutional requirements.

Author contributions

ML: Writing – original draft. SM: Writing – review & editing. JP: Writing – review & editing. JG: Writing – review & editing. DL: Writing – review & editing.

The author(s) declare that no financial support was received for the research, authorship, and/or publication of this article.

Conflict of interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

Publisher’s note

All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article, or claim that may be made by its manufacturer, is not guaranteed or endorsed by the publisher.

Supplementary material

The Supplementary material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/feduc.2024.1293516/full#supplementary-material

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Keywords: digital media, worked examples, scientific observation, motivation, cognitive load

Citation: Lechner M, Moser S, Pander J, Geist J and Lewalter D (2024) Learning scientific observation with worked examples in a digital learning environment. Front. Educ . 9:1293516. doi: 10.3389/feduc.2024.1293516

Received: 13 September 2023; Accepted: 29 February 2024; Published: 18 March 2024.

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Copyright © 2024 Lechner, Moser, Pander, Geist and Lewalter. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Miriam Lechner, [email protected]

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Validation of a Multivariable Model to Predict Suicide Attempt in a Mental Health Intake Sample

1 Division of Research, Kaiser Permanente Division of Research, Oakland, California
2 Department of Psychology, University of Hawaiʻi at Mānoa, Honolulu
3 The Permanente Medical Group, Kaiser Permanente, San Jose, California

Question Can a model predicting suicide attempts accurately stratify suicide risk among individuals scheduled for an intake visit to outpatient mental health care?

Findings In this prognostic study testing a previously validated model of suicide attempts using a sample of 1 623 232 mental health intake appointments scheduled during the past decade, the model showed good overall classification performance. The 10% of appointments at the highest risk level accounted for 48.8% of the appointments followed by a suicide attempt within 90 days.

Meaning These findings suggest that risk for suicidal behavior may be accurately stratified for mental health care intake appointments to facilitate targeted preventive interventions for individuals who are seeking to initiate an episode of care.

Importance Given that suicide rates have been increasing over the past decade and the demand for mental health care is at an all-time high, targeted prevention efforts are needed to identify individuals seeking to initiate mental health outpatient services who are at high risk for suicide. Suicide prediction models have been developed using outpatient mental health encounters, but their performance among intake appointments has not been directly examined.

Objective To assess the performance of a predictive model of suicide attempts among individuals seeking to initiate an episode of outpatient mental health care.

Design, Setting, and Participants This prognostic study tested the performance of a previously developed machine learning model designed to predict suicide attempts within 90 days of any mental health outpatient visit. All mental health intake appointments scheduled between January 1, 2012, and April 1, 2022, at Kaiser Permanente Northern California, a large integrated health care delivery system serving over 4.5 million patients, were included. Data were extracted and analyzed from August 9, 2022, to July 31, 2023.

Main Outcome and Measures Suicide attempts (including completed suicides) within 90 days of the appointment, determined by diagnostic codes and government databases. All predictors were extracted from electronic health records.

Results The study included 1 623 232 scheduled appointments from 835 616 unique patients. There were 2800 scheduled appointments (0.17%) followed by a suicide attempt within 90 days. The mean (SD) age across appointments was 39.7 (15.8) years, and most appointments were for women (1 103 184 [68.0%]). The model had an area under the receiver operating characteristic curve of 0.77 (95% CI, 0.76-0.78), an area under the precision-recall curve of 0.02 (95% CI, 0.02-0.02), an expected calibration error of 0.0012 (95% CI, 0.0011-0.0013), and sensitivities of 37.2% (95% CI, 35.5%-38.9%) and 18.8% (95% CI, 17.3%-20.2%) at specificities of 95% and 99%, respectively. The 10% of appointments at the highest risk level accounted for 48.8% (95% CI, 47.0%-50.6%) of the appointments followed by a suicide attempt.

Conclusions and Relevance In this prognostic study involving mental health intakes, a previously developed machine learning model of suicide attempts showed good overall classification performance. Implementation research is needed to determine appropriate thresholds and interventions for applying the model in an intake setting to target high-risk cases in a manner that is acceptable to patients and clinicians.

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There is unequivocal evidence that Earth is warming at an unprecedented rate. Human activity is the principal cause.

While Earth’s climate has changed throughout its history , the current warming is happening at a rate not seen in the past 10,000 years.
According to the Intergovernmental Panel on Climate Change ( IPCC ), "Since systematic scientific assessments began in the 1970s, the influence of human activity on the warming of the climate system has evolved from theory to established fact." 1
Scientific information taken from natural sources (such as ice cores, rocks, and tree rings) and from modern equipment (like satellites and instruments) all show the signs of a changing climate.
From global temperature rise to melting ice sheets, the evidence of a warming planet abounds.

The rate of change since the mid-20th century is unprecedented over millennia.

Earth's climate has changed throughout history. Just in the last 800,000 years, there have been eight cycles of ice ages and warmer periods, with the end of the last ice age about 11,700 years ago marking the beginning of the modern climate era — and of human civilization. Most of these climate changes are attributed to very small variations in Earth’s orbit that change the amount of solar energy our planet receives.

The current warming trend is different because it is clearly the result of human activities since the mid-1800s, and is proceeding at a rate not seen over many recent millennia. 1 It is undeniable that human activities have produced the atmospheric gases that have trapped more of the Sun’s energy in the Earth system. This extra energy has warmed the atmosphere, ocean, and land, and widespread and rapid changes in the atmosphere, ocean, cryosphere, and biosphere have occurred.

Earth-orbiting satellites and new technologies have helped scientists see the big picture, collecting many different types of information about our planet and its climate all over the world. These data, collected over many years, reveal the signs and patterns of a changing climate.

Scientists demonstrated the heat-trapping nature of carbon dioxide and other gases in the mid-19th century. 2 Many of the science instruments NASA uses to study our climate focus on how these gases affect the movement of infrared radiation through the atmosphere. From the measured impacts of increases in these gases, there is no question that increased greenhouse gas levels warm Earth in response.

Scientific evidence for warming of the climate system is unequivocal.

Intergovernmental Panel on Climate Change

Ice cores drawn from Greenland, Antarctica, and tropical mountain glaciers show that Earth’s climate responds to changes in greenhouse gas levels. Ancient evidence can also be found in tree rings, ocean sediments, coral reefs, and layers of sedimentary rocks. This ancient, or paleoclimate, evidence reveals that current warming is occurring roughly 10 times faster than the average rate of warming after an ice age. Carbon dioxide from human activities is increasing about 250 times faster than it did from natural sources after the last Ice Age. 3

The Evidence for Rapid Climate Change Is Compelling:

Global Temperature Is Rising

The planet's average surface temperature has risen about 2 degrees Fahrenheit (1 degrees Celsius) since the late 19th century, a change driven largely by increased carbon dioxide emissions into the atmosphere and other human activities. 4 Most of the warming occurred in the past 40 years, with the seven most recent years being the warmest. The years 2016 and 2020 are tied for the warmest year on record. 5 Image credit: Ashwin Kumar, Creative Commons Attribution-Share Alike 2.0 Generic.

Colonies of “blade fire coral” that have lost their symbiotic algae, or “bleached,” on a reef off of Islamorada, Florida.

The Ocean Is Getting Warmer

The ocean has absorbed much of this increased heat, with the top 100 meters (about 328 feet) of ocean showing warming of 0.67 degrees Fahrenheit (0.33 degrees Celsius) since 1969. 6 Earth stores 90% of the extra energy in the ocean. Image credit: Kelsey Roberts/USGS

The Ice Sheets Are Shrinking

The Greenland and Antarctic ice sheets have decreased in mass. Data from NASA's Gravity Recovery and Climate Experiment show Greenland lost an average of 279 billion tons of ice per year between 1993 and 2019, while Antarctica lost about 148 billion tons of ice per year. 7 Image: The Antarctic Peninsula, Credit: NASA

Glaciers Are Retreating

Glaciers are retreating almost everywhere around the world — including in the Alps, Himalayas, Andes, Rockies, Alaska, and Africa. 8 Image: Miles Glacier, Alaska Image credit: NASA

Snow Cover Is Decreasing

Satellite observations reveal that the amount of spring snow cover in the Northern Hemisphere has decreased over the past five decades and the snow is melting earlier. 9 Image credit: NASA/JPL-Caltech

Sea Level Is Rising

Global sea level rose about 8 inches (20 centimeters) in the last century. The rate in the last two decades, however, is nearly double that of the last century and accelerating slightly every year. 10 Image credit: U.S. Army Corps of Engineers Norfolk District

Arctic Sea Ice Is Declining

Both the extent and thickness of Arctic sea ice has declined rapidly over the last several decades. 11 Credit: NASA's Scientific Visualization Studio

Extreme Events Are Increasing in Frequency

The number of record high temperature events in the United States has been increasing, while the number of record low temperature events has been decreasing, since 1950. The U.S. has also witnessed increasing numbers of intense rainfall events. 12 Image credit: Régine Fabri, CC BY-SA 4.0 , via Wikimedia Commons

Ocean Acidification Is Increasing

Since the beginning of the Industrial Revolution, the acidity of surface ocean waters has increased by about 30%. 13 , 14 This increase is due to humans emitting more carbon dioxide into the atmosphere and hence more being absorbed into the ocean. The ocean has absorbed between 20% and 30% of total anthropogenic carbon dioxide emissions in recent decades (7.2 to 10.8 billion metric tons per year). 1 5 , 16 Image credit: NOAA

1. IPCC Sixth Assessment Report, WGI, Technical Summary . B.D. Santer et.al., “A search for human influences on the thermal structure of the atmosphere.” Nature 382 (04 July 1996): 39-46. https://doi.org/10.1038/382039a0. Gabriele C. Hegerl et al., “Detecting Greenhouse-Gas-Induced Climate Change with an Optimal Fingerprint Method.” Journal of Climate 9 (October 1996): 2281-2306. https://doi.org/10.1175/1520-0442(1996)009<2281:DGGICC>2.0.CO;2. V. Ramaswamy, et al., “Anthropogenic and Natural Influences in the Evolution of Lower Stratospheric Cooling.” Science 311 (24 February 2006): 1138-1141. https://doi.org/10.1126/science.1122587. B.D. Santer et al., “Contributions of Anthropogenic and Natural Forcing to Recent Tropopause Height Changes.” Science 301 (25 July 2003): 479-483. https://doi.org/10.1126/science.1084123. T. Westerhold et al., "An astronomically dated record of Earth’s climate and its predictability over the last 66 million years." Science 369 (11 Sept. 2020): 1383-1387. https://doi.org/10.1126/science.1094123

2. In 1824, Joseph Fourier calculated that an Earth-sized planet, at our distance from the Sun, ought to be much colder. He suggested something in the atmosphere must be acting like an insulating blanket. In 1856, Eunice Foote discovered that blanket, showing that carbon dioxide and water vapor in Earth's atmosphere trap escaping infrared (heat) radiation. In the 1860s, physicist John Tyndall recognized Earth's natural greenhouse effect and suggested that slight changes in the atmospheric composition could bring about climatic variations. In 1896, a seminal paper by Swedish scientist Svante Arrhenius first predicted that changes in atmospheric carbon dioxide levels could substantially alter the surface temperature through the greenhouse effect. In 1938, Guy Callendar connected carbon dioxide increases in Earth’s atmosphere to global warming. In 1941, Milutin Milankovic linked ice ages to Earth’s orbital characteristics. Gilbert Plass formulated the Carbon Dioxide Theory of Climate Change in 1956.

3. IPCC Sixth Assessment Report, WG1, Chapter 2 Vostok ice core data; NOAA Mauna Loa CO2 record O. Gaffney, W. Steffen, "The Anthropocene Equation." The Anthropocene Review 4, issue 1 (April 2017): 53-61. https://doi.org/abs/10.1177/2053019616688022.

4. https://www.ncei.noaa.gov/monitoring https://crudata.uea.ac.uk/cru/data/temperature/ http://data.giss.nasa.gov/gistemp

5. https://www.giss.nasa.gov/research/news/20170118/

6. S. Levitus, J. Antonov, T. Boyer, O Baranova, H. Garcia, R. Locarnini, A. Mishonov, J. Reagan, D. Seidov, E. Yarosh, M. Zweng, " NCEI ocean heat content, temperature anomalies, salinity anomalies, thermosteric sea level anomalies, halosteric sea level anomalies, and total steric sea level anomalies from 1955 to present calculated from in situ oceanographic subsurface profile data (NCEI Accession 0164586), Version 4.4. (2017) NOAA National Centers for Environmental Information. https://www.nodc.noaa.gov/OC5/3M_HEAT_CONTENT/index3.html K. von Schuckmann, L. Cheng, L,. D. Palmer, J. Hansen, C. Tassone, V. Aich, S. Adusumilli, H. Beltrami, H., T. Boyer, F. Cuesta-Valero, D. Desbruyeres, C. Domingues, A. Garcia-Garcia, P. Gentine, J. Gilson, M. Gorfer, L. Haimberger, M. Ishii, M., G. Johnson, R. Killick, B. King, G. Kirchengast, N. Kolodziejczyk, J. Lyman, B. Marzeion, M. Mayer, M. Monier, D. Monselesan, S. Purkey, D. Roemmich, A. Schweiger, S. Seneviratne, A. Shepherd, D. Slater, A. Steiner, F. Straneo, M.L. Timmermans, S. Wijffels. "Heat stored in the Earth system: where does the energy go?" Earth System Science Data 12, Issue 3 (07 September 2020): 2013-2041. https://doi.org/10.5194/essd-12-2013-2020.

7. I. Velicogna, Yara Mohajerani, A. Geruo, F. Landerer, J. Mouginot, B. Noel, E. Rignot, T. Sutterly, M. van den Broeke, M. Wessem, D. Wiese, "Continuity of Ice Sheet Mass Loss in Greenland and Antarctica From the GRACE and GRACE Follow-On Missions." Geophysical Research Letters 47, Issue 8 (28 April 2020): e2020GL087291. https://doi.org/10.1029/2020GL087291.

8. National Snow and Ice Data Center World Glacier Monitoring Service

9. National Snow and Ice Data Center D.A. Robinson, D. K. Hall, and T. L. Mote, "MEaSUREs Northern Hemisphere Terrestrial Snow Cover Extent Daily 25km EASE-Grid 2.0, Version 1 (2017). Boulder, Colorado USA. NASA National Snow and Ice Data Center Distributed Active Archive Center. doi: https://doi.org/10.5067/MEASURES/CRYOSPHERE/nsidc-0530.001 . http://nsidc.org/cryosphere/sotc/snow_extent.html Rutgers University Global Snow Lab. Data History

10. R.S. Nerem, B.D. Beckley, J. T. Fasullo, B.D. Hamlington, D. Masters, and G.T. Mitchum, "Climate-change–driven accelerated sea-level rise detected in the altimeter era." PNAS 15, no. 9 (12 Feb. 2018): 2022-2025. https://doi.org/10.1073/pnas.1717312115.

11. https://nsidc.org/cryosphere/sotc/sea_ice.html Pan-Arctic Ice Ocean Modeling and Assimilation System (PIOMAS, Zhang and Rothrock, 2003) http://psc.apl.washington.edu/research/projects/arctic-sea-ice-volume-anomaly/ http://psc.apl.uw.edu/research/projects/projections-of-an-ice-diminished-arctic-ocean/

12. USGCRP, 2017: Climate Science Special Report: Fourth National Climate Assessment, Volume I [Wuebbles, D.J., D.W. Fahey, K.A. Hibbard, D.J. Dokken, B.C. Stewart, and T.K. Maycock (eds.)]. U.S. Global Change Research Program, Washington, DC, USA, 470 pp, https://doi.org/10.7930/j0j964j6 .

13. http://www.pmel.noaa.gov/co2/story/What+is+Ocean+Acidification%3F

14. http://www.pmel.noaa.gov/co2/story/Ocean+Acidification

15. C.L. Sabine, et al., “The Oceanic Sink for Anthropogenic CO2.” Science 305 (16 July 2004): 367-371. https://doi.org/10.1126/science.1097403.

16. Special Report on the Ocean and Cryosphere in a Changing Climate , Technical Summary, Chapter TS.5, Changing Ocean, Marine Ecosystems, and Dependent Communities, Section 5.2.2.3. https://www.ipcc.ch/srocc/chapter/technical-summary/

Header image shows clouds imitating mountains as the sun sets after midnight as seen from Denali's backcountry Unit 13 on June 14, 2019. Credit: NPS/Emily Mesner Image credit in list of evidence: Ashwin Kumar, Creative Commons Attribution-Share Alike 2.0 Generic.

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Creating a Corporate Social Responsibility Program with Real Impact

Emilio Marti,
David Risi,
Eva Schlindwein,
Andromachi Athanasopoulou

Lessons from multinational companies that adapted their CSR practices based on local feedback and knowledge.

Exploring the critical role of experimentation in Corporate Social Responsibility (CSR), research on four multinational companies reveals a stark difference in CSR effectiveness. Successful companies integrate an experimental approach, constantly adapting their CSR practices based on local feedback and knowledge. This strategy fosters genuine community engagement and responsive initiatives, as seen in a mining company’s impactful HIV/AIDS program. Conversely, companies that rely on standardized, inflexible CSR methods often fail to achieve their goals, demonstrated by a failed partnership due to local corruption in another mining company. The study recommends encouraging broad employee participation in CSR and fostering a culture that values CSR’s long-term business benefits. It also suggests that sustainable investors and ESG rating agencies should focus on assessing companies’ experimental approaches to CSR, going beyond current practices to examine the involvement of diverse employees in both developing and adapting CSR initiatives. Overall, embracing a dynamic, data-driven approach to CSR is essential for meaningful social and environmental impact.

By now, almost all large companies are engaged in corporate social responsibility (CSR): they have CSR policies, employ CSR staff, engage in activities that aim to have a positive impact on the environment and society, and write CSR reports. However, the evolution of CSR has brought forth new challenges. A stark contrast to two decades ago, when the primary concern was the sheer neglect of CSR, the current issue lies in the ineffective execution of these practices. Why do some companies implement CSR in ways that create a positive impact on the environment and society, while others fail to do so? Our research reveals that experimentation is critical for impactful CSR, which has implications for both companies that implement CSR and companies that externally monitor these CSR activities, such as sustainable investors and ESG rating agencies.

EM Emilio Marti is an assistant professor at the Rotterdam School of Management (RSM) at Erasmus University Rotterdam.
DR David Risi is a professor at the Bern University of Applied Sciences and a habilitated lecturer at the University of St. Gallen. His research focuses on how companies organize CSR and sustainability.
ES Eva Schlindwein is a professor at the Bern University of Applied Sciences and a postdoctoral fellow at the University of Oxford. Her research focuses on how organizations navigate tensions between business and society.
AA Andromachi Athanasopoulou is an associate professor at Queen Mary University of London and an associate fellow at the University of Oxford. Her research focuses on how individuals manage their leadership careers and make ethically charged decisions.

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No, you’re not just getting old — song lyrics really are getting worse, according to new research

He may live at the top of the charts, but nobody’s putting The Weeknd up for a Nobel Prize for literature.

A new study showing a steep decline in songwriting skills over the last 40 years used folk crooner Bob Dylan’s award from the sainted Swedish institution of an example of how much music has changed.

To draw their conclusions, a team of researchers from Europe pored over the words to roughly 12,000 songs in English across a variety of genres from rap to rock to R&B, written between 1980 and 2020, The Guardian reported.

Their findings were exactly as anyone over the age of 40 might have suspected — lyrics have become simpler, more repetitive, angrier and more self-obsessed.

“What we have also been witnessing in the last 40 years is a drastic change in the music landscape — from how music is sold to how music is produced,” said senior study author Eva Zangerle, recommendations systems expert at the University of Innsbruck.

The study declined to name and shame any newer artists, but instead spoke of how lyrics can be a “mirror of society,” reflecting a culture’s shifting values and preoccupations.

The study, published in Scientific Reports , concentrated on emotions expressed, repetitiveness and word choice, particularly to see how often difficult or unusual words were used.

“Across all genres, lyrics had a tendency to become more simple and more repetitive,” Zangerle said.

The period studied saw great change in the way we relate and listen to music, the experts noted, ranging from vinyl records at the beginning of the 1980s to today’s streaming platforms and their algorithms.

Study results reinforced previous research that suggested a decline in the number of upbeat and positive lyrics over time, giving way to a rise in anger, disgust or sadness.

“Rap music has become more angry than the other genres,” Zangerle noted.

Songwriting has also come to celebrate self-obsession, the pros pointed out — words like “mine” and “me” are far more popular today.

No, you’re not just getting old — song lyrics really are getting worse, according to new research

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Case Study
A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation. It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied.
Research Design
In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you'll actually collect data from. Defining the population A population can be made up of anything you want to study - plants, animals, organisations, texts, countries, etc.
Research Methods
To analyze data collected in a statistically valid manner (e.g. from experiments, surveys, and observations). Meta-analysis. Quantitative. To statistically analyze the results of a large collection of studies. Can only be applied to studies that collected data in a statistically valid manner. Thematic analysis.
What Is a Research Design
In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you'll actually collect data from. Defining the population A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc.
What Is Research Design? 8 Types + Examples
Research design refers to the overall plan, structure or strategy that guides a research project, from its conception to the final analysis of data. Research designs for quantitative studies include descriptive, correlational, experimental and quasi-experimenta l designs. Research designs for qualitative studies include phenomenological ...
What Is Research Methodology? Definition + Examples
As we mentioned, research methodology refers to the collection of practical decisions regarding what data you'll collect, from who, how you'll collect it and how you'll analyse it. Research design, on the other hand, is more about the overall strategy you'll adopt in your study. For example, whether you'll use an experimental design ...
A Practical Guide to Writing Quantitative and Qualitative Research
INTRODUCTION. Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses.1,2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results.3,4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the ...
Research Questions, Objectives & Aims (+ Examples)
Research Aims: Examples. True to the name, research aims usually start with the wording "this research aims to…", "this research seeks to…", and so on. For example: "This research aims to explore employee experiences of digital transformation in retail HR.". "This study sets out to assess the interaction between student ...
What Is Qualitative Research?
Qualitative research involves collecting and analyzing non-numerical data (e.g., text, video, or audio) to understand concepts, opinions, or experiences. It can be used to gather in-depth insights into a problem or generate new ideas for research. Qualitative research is the opposite of quantitative research, which involves collecting and ...
Study designs: Part 1
The study design used to answer a particular research question depends on the nature of the question and the availability of resources. In this article, which is the first part of a series on "study designs," we provide an overview of research study designs and their classification. The subsequent articles will focus on individual designs.
How to Use Case Studies in Research: Guide and Examples
1. Select a case. Once you identify the problem at hand and come up with questions, identify the case you will focus on. The study can provide insights into the subject at hand, challenge existing assumptions, propose a course of action, and/or open up new areas for further research. 2.
Study designs in biomedical research: an introduction to the different
We may approach this study by 2 longitudinal designs: Prospective: we follow the individuals in the future to know who will develop the disease. Retrospective: we look to the past to know who developed the disease (e.g. using medical records) This design is the strongest among the observational studies. For example - to find out the relative ...
6 Basic Types of Research Studies (Plus Pros and Cons)
Here are six common types of research studies, along with examples that help explain the advantages and disadvantages of each: 1. Meta-analysis. A meta-analysis study helps researchers compile the quantitative data available from previous studies. It's an observational study in which the researchers don't manipulate variables.
What is a Research Paradigm? Types and Examples
The research paradigm is the framework into which the theories and practices of your discipline fit to create the research plan. This foundation guides all areas of your research plan, including the aim of the study, research question, instruments or measurements used, and analysis methods. Most research paradigms are based on one of two model ...
Qualitative Study
Qualitative research is a type of research that explores and provides deeper insights into real-world problems.[1] Instead of collecting numerical data points or intervene or introduce treatments just like in quantitative research, qualitative research helps generate hypotheses as well as further investigate and understand quantitative data. Qualitative research gathers participants ...
Types of Research Designs Compared
Types of Research Designs Compared | Guide & Examples. Published on June 20, 2019 by Shona McCombes.Revised on June 22, 2023. When you start planning a research project, developing research questions and creating a research design, you will have to make various decisions about the type of research you want to do.. There are many ways to categorize different types of research.
Case Study Methodology of Qualitative Research: Key Attributes and
A case study is one of the most commonly used methodologies of social research. This article attempts to look into the various dimensions of a case study research strategy, the different epistemological strands which determine the particular case study type and approach adopted in the field, discusses the factors which can enhance the effectiveness of a case study research, and the debate ...
4 Examples of Academic Writing
Written by Scribendi. The best way to understand what effective academic writing looks like is to review academic writing examples. Let's begin with four of the most common types of academic writing: research proposals, dissertations, abstracts, and academic articles. We'll be examining each type of writing and providing academic writing ...
Frontiers
The current study has a one-factorial, quasi-experimental, comparative research design and was conducted as a field experiment. 62 students of a German University learned about scientific observation steps during a course on applying a fluvial audit, in which several sections of a river were classified based on specific morphological ...
Plan-Do-Study-Act Worksheet, Directions, and Examples
Plan-Do-Study-Act Directions and Examples. The Plan-Do-Study-Act (PDSA) method is a way to test a change that is implemented. Going through the prescribed four steps guides the thinking process into breaking down the task into steps and then evaluating the outcome, improving on it, and testing again. Most of us go through some or all of these ...
Validation of a Multivariable Model to Predict Suicide Attempt in a
Key Points. Question Can a model predicting suicide attempts accurately stratify suicide risk among individuals scheduled for an intake visit to outpatient mental health care?. Findings In this prognostic study testing a previously validated model of suicide attempts using a sample of 1 623 232 mental health intake appointments scheduled during the past decade, the model showed good overall ...
10 Research Question Examples to Guide your Research Project
The first question asks for a ready-made solution, and is not focused or researchable. The second question is a clearer comparative question, but note that it may not be practically feasible. For a smaller research project or thesis, it could be narrowed down further to focus on the effectiveness of drunk driving laws in just one or two countries.
Evidence
The planet's average surface temperature has risen about 2 degrees Fahrenheit (1 degrees Celsius) since the late 19th century, a change driven largely by increased carbon dioxide emissions into the atmosphere and other human activities. 4 Most of the warming occurred in the past 40 years, with the seven most recent years being the warmest.
Creating a Corporate Social Responsibility Program with Real Impact
Summary. Exploring the critical role of experimentation in Corporate Social Responsibility (CSR), research on four multinational companies reveals a stark difference in CSR effectiveness ...
How to Write a Research Proposal
Research proposal examples. Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We've included a few for you below. Example research proposal #1: "A Conceptual Framework for Scheduling Constraint Management" Example research proposal #2: "Medical Students as Mediators of ...
No, you're not just getting old
A new study showing a steep decline in songwriting skills over the last 40 years used folk crooner Bob Dylan's award from the sainted Swedish institution of an example of how much music has changed.