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Qualitative Research – Methods, Analysis Types and Guide

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Qualitative research is a method of inquiry that seeks to understand human experiences, behaviors, and interactions by exploring them in-depth. Unlike quantitative research, which focuses on numerical data, qualitative research delves into meanings, perceptions, and subjective experiences. It is widely used in fields such as sociology, psychology, education, healthcare, and business to uncover insights that are difficult to capture through numerical data.

This article explores the methods of qualitative research, types of qualitative analysis, and a comprehensive guide to conducting a qualitative study.

Qualitative Research

Qualitative research is a non-numerical method of data collection and analysis that focuses on understanding phenomena from the perspective of participants. It prioritizes depth over breadth and aims to explore the “why” and “how” behind human behaviors and social phenomena.

For example, qualitative research might examine how individuals cope with chronic illness by conducting interviews to explore their experiences and emotions in detail.

Characteristics of Qualitative Research

• Exploratory Nature: Focuses on exploring new areas of study or understanding complex phenomena.
• Contextual Understanding: Emphasizes the importance of context in interpreting findings.
• Subjectivity: Values participants’ perspectives and experiences as central to the research.
• Flexibility: Allows for adjustments to research design based on emerging insights.
• Rich Data: Produces detailed and nuanced descriptions rather than numerical summaries.

Methods of Qualitative Research

1. interviews.

Interviews involve one-on-one conversations between the researcher and participants to gather in-depth insights.

• Types: Structured, semi-structured, or unstructured interviews.
• Example: Interviewing teachers to understand their experiences with online education.

2. Focus Groups

Focus groups consist of facilitated discussions with small groups of participants to explore shared experiences or perspectives.

• Example: Conducting a focus group with patients to understand their satisfaction with healthcare services.

3. Observation

Observation involves studying participants in their natural environment to capture behaviors, interactions, and contexts.

• Types: Participant observation (researcher participates) and non-participant observation (researcher observes without involvement).
• Example: Observing interactions in a classroom to understand teaching dynamics.

4. Case Studies

Case studies provide an in-depth examination of a single individual, group, event, or organization.

• Example: Analyzing the impact of a leadership change within a specific company.

5. Ethnography

Ethnography focuses on studying cultural practices and social norms by immersing the researcher in the community.

• Example: Exploring the cultural traditions of an indigenous group through prolonged fieldwork.

6. Document Analysis

Document analysis involves analyzing written or visual materials, such as reports, diaries, photographs, or social media posts.

• Example: Reviewing company policies to understand workplace diversity practices.

7. Narrative Research

Narrative research examines personal stories and experiences to understand individual perspectives.

• Example: Analyzing the life stories of refugees to explore their resilience and adaptation processes.

Types of Qualitative Data Analysis

1. thematic analysis.

Thematic analysis involves identifying, analyzing, and reporting patterns (themes) within qualitative data.

• Steps: Familiarization, coding, theme identification, and interpretation.
• Example: Analyzing interview transcripts to uncover themes related to work-life balance.

2. Content Analysis

Content analysis systematically categorizes textual or visual data to identify patterns and themes.

• Example: Analyzing social media comments to explore public opinions on environmental policies.

3. Grounded Theory

Grounded theory focuses on developing a theory grounded in the data collected.

• Steps: Open coding, axial coding, and selective coding.
• Example: Developing a theory about customer satisfaction based on retail feedback.

4. Narrative Analysis

Narrative analysis examines the structure and content of personal stories to uncover meaning.

• Example: Analyzing interviews with survivors of natural disasters to understand coping strategies.

5. Discourse Analysis

Discourse analysis explores how language is used in specific contexts to construct meaning and social realities.

• Example: Analyzing political speeches to identify persuasive strategies.

6. Framework Analysis

Framework analysis uses a structured approach to analyze data within a thematic framework.

• Example: Evaluating healthcare professionals’ experiences with new policies using predefined themes.

7. Phenomenological Analysis

Phenomenological analysis focuses on understanding the lived experiences of participants.

• Example: Exploring the experiences of first-time parents to understand emotional transitions.

Guide to Conducting Qualitative Research

Step 1: define the research problem.

Clearly articulate the purpose of your study and the research questions you aim to address.

• Example: “What are the experiences of remote workers during the COVID-19 pandemic?”

Step 2: Choose a Research Method

Select a method that aligns with your research objectives and the nature of the phenomenon.

• Example: Conducting semi-structured interviews to gather personal insights.

Step 3: Identify Participants

Choose participants who can provide rich and relevant data for your study.

• Example: Selecting remote workers from diverse industries to capture varied perspectives.

Step 4: Collect Data

Use the chosen method to gather detailed and context-rich data.

• Example: Conducting interviews via video calls and recording responses for analysis.

Step 5: Analyze Data

Apply an appropriate qualitative analysis method to identify patterns, themes, or insights.

• Example: Using thematic analysis to group common challenges faced by remote workers.

Step 6: Interpret Findings

Contextualize your findings within the existing literature and draw meaningful conclusions.

• Example: Comparing your findings on remote work challenges with studies conducted pre-pandemic.

Step 7: Present Results

Communicate your results clearly, using direct quotes, narratives, or visualizations to support your findings.

Advantages of Qualitative Research

• Rich Insights: Provides deep understanding of complex phenomena.
• Flexibility: Adapts to the research context and emerging findings.
• Contextual Detail: Captures the nuances of participants’ experiences and environments.
• Exploratory Nature: Ideal for exploring new or poorly understood topics.

Challenges of Qualitative Research

• Time-Intensive: Data collection and analysis can be lengthy processes.
• Subjectivity: Risk of researcher bias influencing data interpretation.
• Generalizability: Findings are context-specific and may not apply universally.
• Data Management: Handling and analyzing large volumes of qualitative data can be challenging.

Applications of Qualitative Research

• Healthcare: Understanding patient experiences with chronic illnesses.
• Education: Exploring teacher perceptions of new classroom technologies.
• Marketing: Investigating consumer attitudes toward a brand.
• Social Work: Analyzing community responses to social programs.
• Psychology: Examining coping mechanisms among individuals facing trauma.

Qualitative research is a powerful method for exploring the human experience and understanding complex social phenomena. By employing diverse methods such as interviews, focus groups, and ethnography, and using robust analytical techniques, qualitative researchers uncover rich, detailed insights that are essential for addressing real-world challenges. Although it requires careful planning, execution, and interpretation, qualitative research offers unparalleled depth and contextual understanding, making it indispensable across disciplines.

• Creswell, J. W., & Poth, C. N. (2018). Qualitative Inquiry and Research Design: Choosing Among Five Approaches . Sage Publications.
• Flick, U. (2018). An Introduction to Qualitative Research . Sage Publications.
• Denzin, N. K., & Lincoln, Y. S. (2017). The Sage Handbook of Qualitative Research . Sage Publications.
• Merriam, S. B. (2009). Qualitative Research: A Guide to Design and Implementation . Jossey-Bass.
• Braun, V., & Clarke, V. (2006). Using Thematic Analysis in Psychology . Qualitative Research in Psychology.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Table of Contents

• गुणात्मक अनुसंधान क्या है?

Why is Qualitative Research Important?

5 key types of qualitative research, examples of qualitative research, qualitative research methods: the top 4 techniques, qualitative research best practices.

Qualitative research is an essential method in understanding the nuances of human behavior, opinions, and experiences. While quantitative research focuses on numbers and statistics, qualitative research dives deep into the “why” and “how” behind the data. In this blog, we will explore the core principles of qualitative research, its design, and why it plays a critical role in uncovering meaningful insights.

What is Qualitative Research?

Qualitative research is a scientific method used to gather non-numerical data. Rather than focusing on measurements or metrics, qualitative research seeks to understand concepts, experiences, or phenomena by exploring participant perspectives. This method is often employed in fields like psychology, sociology, and marketing to gain deeper insights into consumer behavior, motivations, and cultural trends.

Qualitative research is defined as a method of inquiry that focuses on understanding the meaning of human experiences and social phenomena through interviews, observations, and analysis of text and visual data. Unlike its counterpart, quantitative research , which seeks to quantify data, qualitative research prioritizes depth over breadth.

Here are the key characteristics of Qualitative Research:

• Subjectivity : Qualitative research acknowledges the subjective nature of human experiences and perceptions. It recognizes that individuals interpret and construct meaning based on their unique perspectives, cultural backgrounds, and social contexts. Researchers using qualitative methods aim to capture this subjectivity by engaging in detailed qualitative observations , interviews, and analyses that capture the nuances and complexities of human behavior.
• Contextualization : Qualitative research places a strong emphasis on the context in which social phenomena occur. It seeks to understand the interconnectedness between individuals, their environments, and the broader social structures that shape their experiences. Researchers delve into the specific settings and circumstances that influence the behavior and attitudes of participants, aiming to unravel the intricate relationships between different variables.
• Flexibility : Qualitative research is characterized by its flexibility and adaptability. Researchers have the freedom to modify their research design and methods during the course of the study based on emerging insights and new directions. This flexibility allows for iterative and exploratory research, enabling researchers to delve deeper into the subject matter and capture unexpected findings.
• Interpretation and meaning-making : Qualitative research recognizes that meaning is not fixed but constructed through social interactions and interpretations. Researchers engage in a process of interpretation and meaning-making to make sense of the data collected. This interpretive approach allows researchers to explore multiple perspectives, cultural influences, and social constructions that shape participants’ experiences and behaviors.
• Richness and depth : One of the key strengths of qualitative research is its ability to generate rich and in-depth data. Through methods such as interviews, focus groups , and participant observation, researchers can gather detailed narratives and descriptions that go beyond surface-level information. This depth of data enables a comprehensive understanding of the research topic, including the underlying motivations, emotions, and social dynamics at play.
• Inductive reasoning : Qualitative research often employs an inductive reasoning approach. Instead of starting with preconceived hypotheses or theories, researchers allow patterns and themes to emerge from the data. They engage in iterative cycles of data collection and analysis to develop theories or conceptual frameworks grounded in the empirical evidence gathered. This inductive process allows for new insights and discoveries that may challenge existing theories or offer alternative explanations.
• Naturalistic setting : Qualitative research frequently takes place in naturalistic settings, where participants are observed and studied in their everyday environments. This setting enhances the ecological validity of the research, as it allows researchers to capture authentic behaviors, interactions, and experiences. By observing individuals in their natural contexts, researchers can gain a deeper understanding of how social phenomena unfold in real-world situations.

Qualitative research provides unique insights that quantitative research cannot. By exploring why people behave in a certain way or how they feel about a product or service, businesses can tailor their innovations to meet real-world demands. For example, in IdeaScale’s innovation management platform , qualitative research can help organizations crowdsource ideas and gain valuable feedback on new products or services.

Learn more: What is Qualitative Observation?

Here are the 5 key qualitative research types that are employed in studies:

1. Phenomenology : This type of research focuses on understanding the essence and meaning of a particular phenomenon or experience as perceived by individuals who have lived through it. It seeks to capture the subjective experiences and perspectives of participants.

2. Ethnography : Ethnographic research involves immersing oneself in a specific cultural or social group to observe and understand its practices, customs, beliefs, and values. Researchers spend extended periods of time within the community to gain a holistic view of its way of life.

3. Grounded Theory: Grounded theory aims to generate new theories or conceptual frameworks based on the analysis of data collected from interviews, observations, or documents. It involves systematically coding and categorizing data to identify patterns and develop theoretical explanations.

4. Case Study : In a case study, researchers conduct an in-depth examination of a single individual, group, or event to gain a detailed understanding of the subject of study. This approach allows for rich contextual information and can be particularly useful in exploring complex and unique cases.

5. Narrative Research: Narrative research focuses on analyzing the stories and personal narratives of individuals to gain insights into their experiences, identities, and sense-making processes. It emphasizes the power of storytelling in constructing meaning.

1. In-depth Interviews in Marketing

A company wants to launch a new product and conducts in-depth interviews with potential customers. By asking open-ended questions about their preferences, needs, and experiences, the researchers gain rich insights into consumer expectations and sentiments. This data helps shape the product’s features and marketing strategy.

2. Focus Groups in Product Development

A tech firm conducts focus groups to discuss a new app. Participants share their opinions about features, usability, and design. The qualitative data gathered informs the development team about what users truly value, leading to a more user-friendly final product.

3. Ethnographic Studies in Healthcare

Researchers observe patients and healthcare providers in a hospital setting to understand the dynamics of care delivery. This ethnographic study reveals barriers to communication and identifies opportunities for improving patient experiences, ultimately guiding policy changes.

4. Content Analysis in Social Research

A study examines social media posts about a specific event or trend. By analyzing the content, researchers gain insights into public sentiment, social dynamics, and cultural attitudes. This qualitative analysis helps organizations understand how their messaging aligns with public perception.

5. Case Studies in Education

An education researcher conducts a case study on a particular school implementing a new teaching methodology. Through interviews and classroom observations, the researcher documents the effects on student engagement and learning outcomes. These findings can inform future educational strategies.

Example of Qualitative Research: A Comprehensive Case Study

One compelling example of qualitative research is a case study conducted by a nonprofit organization to explore the impact of its community programs. Researchers interviewed program participants, staff, and community stakeholders to gather their insights on the program’s effectiveness.

The findings revealed:

• Enhanced Community Engagement : Participants reported a sense of belonging and increased involvement in community activities.
• Skill Development : Many individuals highlighted how the programs helped them acquire new skills, boosting their confidence and employability.
• Suggestions for Improvement : Qualitative feedback offered specific suggestions for program enhancements, guiding future initiatives.

By utilizing qualitative methods, the nonprofit could better understand its impact and areas for growth, ultimately improving its offerings and community support.

Learn more: What is Qualitative Market Research?

Here are the best qualitative research methods that offer unique advantages in capturing rich data, facilitating in-depth analysis, and generating comprehensive findings:

1. In-Depth Interviews

One of the most widely used qualitative research techniques is in-depth interviews. This method involves conducting one-on-one interviews with participants to gather rich, detailed information about their experiences, perspectives, and opinions. In-depth interviews allow researchers to explore a participant’s thoughts, emotions, and motivations, providing deep insights into their behavior and decision-making processes. The flexibility of this method allows for the exploration of individual experiences in great detail, making it particularly suitable for sensitive topics or complex phenomena. Through careful probing and open-ended questioning, researchers can develop a comprehensive understanding of the participant’s worldview, uncovering hidden patterns, and generating new hypotheses.

2. Focus Groups

Focus group research involves the gathering of a small group of individuals (typically 6-10) who share common characteristics or experiences. This method encourages participants to engage in open discussions facilitated by a skilled moderator. Focus groups offer a dynamic environment that allows participants to interact, share their perspectives, and build upon each other’s ideas. This method is particularly useful for exploring group dynamics, collective opinions, and societal norms. By observing interactions within the group, researchers can gain valuable insights into how social influences shape individual attitudes and behaviors. Focus groups also allow for the exploration of diverse viewpoints, enabling researchers to identify patterns, contradictions, and shared experiences.

3. Observational Research

Observational research involves systematically observing and documenting participants’ behaviors and interactions within their natural environments. This method provides researchers with a direct window into real-life contexts, allowing for a comprehensive understanding of social interactions, cultural practices, and behavioral patterns. Whether conducted through participant observation or unobtrusive observation, this method eliminates the potential biases associated with self-reporting, as participants’ actions speak louder than words. Observational research is especially valuable in studying nonverbal communication, contextual factors, and complex social systems. It can also provide insights into unarticulated behaviors or experiences that may be difficult to capture through other methods. However, careful planning, ethical considerations, and the need for prolonged engagement are crucial for conducting successful observational research .

4. Case Studies

Case studies involve an in-depth examination of a specific individual, group, organization, or event. Researchers collect data through various sources, such as interviews, observations, documents, and artifacts, to construct a holistic understanding of the case under investigation. This method allows for an exploration of complex social phenomena in their real-life context, uncovering rich, detailed insights that may not be accessible through other methods. Case studies provide an opportunity to examine unique or rare cases, delve into historical contexts, and generate context-specific knowledge. The findings from case studies are often highly detailed and context-bound, offering rich descriptions and contributing to theory development or refinement.

Qualitative research methods offer a range of powerful tools for exploring subjective experiences, meanings, and interpretations. In-depth interviews allow for the exploration of individual perspectives, while focus groups illuminate group dynamics. Observational research provides a direct view of participants’ behaviors, and case studies offer a holistic understanding of specific cases. By leveraging these qualitative methods, researchers can unveil deep insights, capture complex phenomena, and generate context-specific knowledge.

• Clear Research Objectives: Clearly define the qualitative research objectives, questions, or hypotheses that guide the study. This helps maintain focus and ensures that data collection and analysis are aligned with the research goals.
• Sampling Strategy: Select participants or cases that are relevant to the qualitative research questions and provide diverse perspectives. Purposeful sampling techniques, such as maximum variation or snowball sampling, can help ensure the inclusion of a wide range of experiences and viewpoints.
• Data Collection Rigor: Employ rigorous qualitative data collection techniques to ensure the accuracy, credibility, and depth of the findings. This may involve conducting multiple interviews or qualitative observations , using multiple sources of data, and taking detailed field notes.
• Ethical Considerations: Adhere to ethical guidelines and obtain informed consent from participants. Protect the privacy, confidentiality, and anonymity of participants and ensure their voluntary participation throughout the qualitative research process.
• Data Analysis: Utilize systematic and rigorous approaches to analyze qualitative research data. This may involve coding, categorizing, and identifying patterns or themes within the data. Software tools like NVivo or ATLAS.ti can assist in organizing and analyzing large datasets.
• Triangulation: Enhance the validity and reliability of the findings by employing triangulation. Triangulation involves using multiple data sources, methods, or researchers to corroborate and validate the results, reducing the impact of researcher bias.
• Member Checking: Share the preliminary findings with participants to verify the accuracy and interpretation of their data. Member checking allows participants to provide feedback and corrections, enhancing the trustworthiness of the research.
• Reflexive Journaling: Maintain a reflexive journal throughout the research process to record reflections, insights, and decisions made during data collection and analysis. This journal can serve as a valuable tool for ensuring transparency and traceability in the research process.
• Clear and Transparent Reporting: Present the research findings in a clear, coherent, and transparent manner. Clearly describe the research methodology, data collection, and analysis processes. Provide rich and thick descriptions of the findings, supported by direct quotations and examples from the data.

By following these best practices, qualitative researchers can enhance the rigor, credibility, and trustworthiness of their research, leading to valuable and meaningful insights into the complex phenomena under investigation.

Learn more: What is Customer Experience (CX) Research?

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• 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 intervening or introducing treatments just like in quantitative research, qualitative research helps generate hypothenar to 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 standalone study, purely relying on qualitative data, or part of mixed-methods research that combines qualitative and quantitative data. This review introduces the readers to some basic concepts, definitions, terminology, and applications of qualitative research.

Qualitative research, at its core, asks 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, qualitative research design is often not linear like quantitative design. [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 complex to capture accurately and quantitatively. In contrast, a qualitative approach allows participants themselves to explain how, why, or what they were thinking, feeling, and experiencing at a particular 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 essential 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 other, qualitative and quantitative work are neither necessarily opposites, nor are they incompatible. [4] While qualitative and quantitative approaches are different, they are not necessarily opposites and 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 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.

Qualitative Research Approaches

Ethnography

Ethnography as a research design originates 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 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] Unlike quantitative research, which is deductive and tests or verifies an existing theory, grounded theory research is inductive and, therefore, lends itself to research aimed at social interactions or experiences. [3] [2] In essence, Grounded Theory’s goal is to explain 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 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 pretty similar, but the differences can be seen upon careful examination. At its core, phenomenology looks to investigate experiences from the individual's perspective. [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. In contrast, Phenomenology focuses on describing and explaining an event or phenomenon 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 a "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, hoping to create 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 underpinning different research approaches. Essentially, research paradigms are the "worldviews" that inform research. [4] It is valuable for qualitative and quantitative researchers 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 ontologies 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 researchers' work. [2] It is essential to understand the ontological and epistemological foundations of the research paradigm researchers are working within to allow for a complete understanding of the approach being used and the assumptions that underpin the approach as a whole. Further, researchers must 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 versus postpositivist

To further understand qualitative research, we must discuss positivist and postpositivist frameworks. Positivism is a philosophy that the scientific method can and should be applied to social and natural sciences. [4] Essentially, positivist thinking insists that the social sciences should use natural science methods in their research. It stems from positivist ontology, that there is an objective reality that exists that is wholly 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 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 also constructivist, meaning they think there is no objective external reality that exists but instead 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]  constructivist thought focuses on how "reality" is not a fixed certainty and how experiences, interactions, and backgrounds give people a unique view of the world. Constructivism contends, unlike positivist views, that there is not necessarily an "objective"reality we all experience. This is the ‘relativist’ ontological view that reality and our world 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. It can even change the role of the researchers. [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, as in postpositivist qualitative work? Understanding the philosophical base of the study undertaken allows researchers to fully understand the implications of their work and their role within the research and reflect on their 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. The following are examples of participant sampling and selection: [7]

• Purposive sampling- selection based on the researcher’s rationale for 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 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 participant-observers to share the experiences of the subject or non-participants or detached observers.

While quantitative research design prescribes a controlled environment for data collection, qualitative data collection may be in a central location or the participants' environment, 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 using 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 could also be in the form of themes and theory or model development.

Dissemination

The healthcare team can use two reporting standards to standardize and facilitate the dissemination of qualitative research outcomes. 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 more comprehensive range of qualitative research. [13]

Applications

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 to better understand what the numbers truly mean and their implications. The qualitative techniques can then help clarify the quantitative data and also help refine the hypothesis for future research. Furthermore, with qualitative research, researchers can explore poorly studied subjects with quantitative methods. These include opinions, individual actions, and social science research.

An excellent 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 no omissions of part of the target population. A proper collection method should be selected that will help obtain the desired information without overly limiting the collected data because, often, the information sought is not well categorized 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 why teens start to smoke and 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 nonsmokers). This survey provides specific numbers (ranked importance of each factor) and is thus a quantitative research tool.

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

The researcher can conduct interviews and focus groups (qualitative research) about what types and forms of peer pressure are commonly encountered, where the peer pressure comes from, and where smoking starts. The researcher hypothetically finds that peer pressure often occurs after school at the local teen hangouts, mostly in 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 to smoke. The researcher finds a local park where many local teenagers hang out and sees that the smokers tend to hang out in a shady, overgrown area of the park. The researcher notes that 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, 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 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 populations their perceptions of the changes and what factors are still at play, and quantitative research that includes teen smoking rates in the community and the incidence of new teen smokers, among others. [14] [15]

Qualitative research functions as a standalone research design or combined with quantitative research to enhance our understanding of the world. Qualitative research uses techniques including structured and unstructured interviews, focus groups, and participant observation not only to help generate hypotheses that 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 allows researchers 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 ways, including the evaluation criteria. There are four well-established criteria for evaluating quantitative data: internal validity, external validity, reliability, and objectivity. Credibility, transferability, dependability, and confirmability are the correlating concepts in qualitative research. [4] [11] The corresponding quantitative and qualitative concepts can be seen below, with the quantitative concept on the left and the qualitative concept 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, qualitative researchers should 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 data collection methods to increase the likelihood of getting a reliable and accurate result. In our above magic example, the result would be more reliable if we interviewed the magician, backstage hand, and the person who "vanished." In qualitative research, triangulation can include telephone surveys, in-person surveys, focus groups, and interviews and surveying an adequate cross-section of the target demographic.
• Peer examination: A peer can review results to ensure the data is consistent with the findings.

A "thick" or "rich" description can be used to evaluate the transferability of qualitative research, whereas an indicator such as an audit trail might help evaluate the dependability and confirmability.

• Thick or rich description:  This 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 conducted. Thick descriptions are detailed enough to allow readers to draw conclusions and interpret the data, 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 information records should also be kept (eg, surveys, notes, recordings).

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

• Hawthorne effect: The effect is the change in participant behavior when they know they are being observed. Suppose a researcher wanted to identify factors that contribute to employee theft and tell the employees they will watch them to see what factors affect employee theft. In that case, one would suspect employee behavior would change when they know they are being protected.
• Observer-expectancy effect: Some participants change their behavior or responses to satisfy the researcher's desired effect. This happens unconsciously for the participant, so it is essential to eliminate or limit the transmission of the researcher's views.
• Artificial scenario effect: Some qualitative research occurs in contrived scenarios 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 or 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 is not an island apart from quantitative research but an integral part of research methods to understand the world around us. [17]

• Enhancing Healthcare Team Outcomes

Qualitative research is essential for all healthcare team members 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 workers, 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, healthcare 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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