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Research Methodology and
Evidence Based Healthcare (EBHC481)
QUALITATIVE
RESEARCH
WRITTEN AND COMPILED BY COURSE COMMITTEE
1
Lecture 8
Level 8
Year 4
Research Methodology and
Evidence Based Healthcare (EBHC481)
OUTLINE
1. What is qualitative research? Aims & uses
a) What is qualitative research?
b) When to use qualitative methods
2. How to develop qualitative research designs
a) The research question
b) The research protocol
c) Qualitative sampling
3. How to generate data
(i) Individual interviews
(ii) Group interviews
(iii) Contextual data
WRITTEN AND COMPILED BY COURSE COMMITTEE
2
Research Methodology and
Evidence Based Healthcare (EBHC481)
ACKNOWLEDGMENT
• THIS LECTURES IS BASED
ON
• A Guide to Using
Qualitative Research
Methodology, MSF
WRITTEN AND COMPILED BY COURSE COMMITTEE
3
Research Methodology and
Evidence Based Healthcare (EBHC481)
(a) What is qualitative research?
Qualitative research is characterised by its aims, which relate to
understanding some aspect of social life, and its methods which (in
general) generate words, rather than numbers, as data for analysis.
Qualitative research examines events or experiences in context
from the perspective of the individuals experiencing the
phenomena.
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
EXAMPLE
For instance, if the MOH introduced user fees to some health
services in an area. You might first undertake a cross-sectional
survey which will tell you that 16.5% of your population does not
have access to care.
This is essential information, but you might also have a number of
other questions that the survey can’t answer very well, such as:
what are people’s experiences of user fees?
what other barriers exist to accessing health care?
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
b) When to use qualitative methods?
What, how, and why?
Qualitative methods generally aim to understand the experiences and
attitudes of patients, the community or health care worker.
These methods aim to answer questions about the ‘what’, ‘how’ or
‘why’ of a phenomenon “What is going on here? How can I explain it?” ,
or to describe how people live or cope with particular experiences
rather than ‘how many’ or ‘how much’, which are answered by
quantitative methods. .
When an investigator seeks to generate new theory or reformulate
ideas about a known phenomenon or process when some indication
exists that current knowledge or theories may be incomplete or biased.
To identify questions and develop instruments for quantitative research.
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
b) When to use qualitative methods?
Examples of topics that qualitative methodologies can address:
• People’s experiences of health needs, health care, accessing care
and keeping healthy.
• Understanding different perspectives, such as those of
professionals and patients.
• How experiences, attitudes and life circumstances affect health
needs and behaviours
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Research Methodology and
Evidence Based Healthcare (EBHC481)
WRITTEN AND COMPILED BY COURSE COMMITTEE
8
Research Methodology and
Evidence Based Healthcare (EBHC481)
Unique features of Qualitative research
WRITTEN AND COMPILED BY COURSE COMMITTEE
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1. In qualitative studies, people who agree to take part are considered
‘participants’ in the research process rather than “subjects.”
2. Both the interaction be tween researcher and participant and the
reactions and ideas of the researcher recorded as field notes and
memos become part of the study data.
3. Sampling: Participants in qualitative studies are selected because
they are knowledgeable about or have experienced the phenomenon
of interest and are able to share that knowledge with the researcher. In
some approaches (e.g., grounded theory), ongoing participant
selection is guided by information emerging from concurrent data
analysis as part of the interviewing process and its analysis. The
researcher may increase the sample based on theoretical purpose
Research Methodology and
Evidence Based Healthcare (EBHC481)
Sampling in qualitative research
WRITTEN AND COMPILED BY COURSE COMMITTEE
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• Participants are selected for having specific characteristics (e.g. who can
assist the researcher either by explaining activities and behavior that the
researcher may have observed or by suggesting further informants who can
provide the explanations the researcher seeks.
• Because any qualitative approach generates enormous amounts of primarily
verbal data, large sample sizes usually are not feasible.
• The number of participants needed can be estimated only just before data
collection.
• As data collection progresses, sample size is determined by the criterion of
“saturation,” the point at which the researcher is obtaining the same data
over and over again and obtaining new information is unlikely.
• The fact that saturation does occur supports the social/psychologic position
that, although each individual is unique, patterns do exist and that people tend
to make sense of their experiences in similar ways.
Research Methodology and
Evidence Based Healthcare (EBHC481)
Type of qualitative sampling Purpose Example
Stratified purposeful
sampling
To illustrate characteristics of
particular subgroups of interest;
to facilitate comparisons
Interviewing different types of service provider
(police, social workers, doctors, clergy) to compare
their attitudes toward and treatment of drug abuse
victims
Snowball or chain sampling
(locate one or two key
individuals, and then ask them
to name other likely
informants)
To facilitate the identification of
hard-to-find cases
Finding people of unusual sexual orientation interview
about experiences of childhood sexual abuse by
getting cases referred through friendship networks
Convenience sampling
(Select whoever is easiest,
closest, etc.)
To save time, money and effort.
Information collected generally
has very low credibility
Forming focus groups based on who is available
that day at the local community centre, rather
than according to clear criteria
Criterion sampling
To investigate in depth a par
ticular “type” of case; identify all
sources of variation
Specifically interviewing only abused women
who have left their partners within the last year in
order to better understand the variety of factors
that spur women to leave
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
3. How to generate data
a) Interviews - What are they?
Interviews resemble everyday conversations, although they are focused (to a greater or lesser extent) on the
researcher’s needs for data.
• They should be done to ensure reliability and validity (i.e. ‘trustworthiness’).
• Should aim to be:
• Reproducible: that is, someone else could use the same topic guide to generate similar information;
• Systematic: to ensure that we are not just picking interviewees or data that support our pre-existing ideas
about the answers;
• Credible: the questions we ask, for instance, and the ways in which we ask them should be reasonable
ones for generating valid (or ‘truthful’) accounts of phenomena.
• Transparent: methods should be written up so that readers can see exactly how the data were collected
and analysed.
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
• Semi-structured
These are conducted on the basis of a loose structure made up of open-ended
questions defining the area to be explored.
• In-depth (also referred to as qualitative or unstructured)
In-depth interviews are less structured than semi-structured ones
• May cover only one or two issues (a topic guide may not be used, or may just
have a few broad questions on it). This type of interview is used to explore in
detail the respondent’s own perceptions and accounts.
• This method is used on topics for which little is known and where it is
important to
gain an in-depth understanding. They might start with very open questions
such as ‘Tell me about how you came to be here’
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
(d) Interviewing skills
• Access
How are you going to gain access to the people you need to interview? As a medical
organisation, it might be possible to get a doctor to ask patients whether they want to be
interviewed; you could also use key informants (community leaders, teacher).
• Ethical issues – make sure the informant is not persuading or coercing people to take part.
Also, community leaders may not invite certain ‘marginal’ members of the community – if
you want their voices included, you may need other methods of access.
• Bias – Health care workers will only have access to patients, not to those not cessing
services. Teachers or community leaders might favour the ‘high status’ respondents, or
those they think will give you the answers you want.
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
(d) Interviewing skills
• Setting
Remember that the place where you will do the interview will have an impact on the
answers that you will get: is there enough privacy for the interviewee to feel comfortable
in giving honest answers? Is there too much privacy, making the interviewee
uncomfortable? How can you organise the space and people to make sure the interviewee
is relaxed?
• Rapport
All qualitative researchers need to consider how they are perceived by interviewees and
the effects of personal characteristics such as ethnicity, status, gender and social distance.
It might be sensible, for instance, not to conduct interviews with your own patients if you
are their doctor.
• Think about what you are wearing and how you present yourself – is it appropriate for
the context? Wearing a lot of expensive jewellery and clothes could be intimidating,
but a scruffy appearance
WRITTEN AND COMPILED BY COURSE COMMITTEE
16
Research Methodology and
Evidence Based Healthcare (EBHC481)
GROUP INTERVIEWS
• (a) What is a group interview?
• A group interview is any discussion with a group of people. This
could include informal, spontaneous ‘chats’ with groups as they
are waiting for services, or meeting at a social event.
• These are discussed under contextual information (below); here
we discuss more formal groups, which are organised on purpose.
It is helpful to think about two different kinds of formal group
interview: the focus group and the natural group interview.
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
WRITTEN AND COMPILED BY COURSE COMMITTEE
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Research Methodology and
Evidence Based Healthcare (EBHC481)
WRITTEN AND COMPILED BY COURSE COMMITTEE
19
• (b) Advantages of group interviews
• To have access to how people talk to each other. For example, in a study of clinic
health workers, it was noticed that in a mixed group, nurses said very little, and
tended to agree with what doctors said.
• If we notice these kinds of power relationships, they can inform our work – for
instance, in this setting, it would not be a good idea to rely on nurses to
implement changes in treatment protocols.
• Bear in mind for focus groups what you will get is a measure of the interaction
between people and your analysis will be done at the group level rather than the
individual.
• If you want to gain access to the perspective of vulnerable or marginal
people, then group interviews will not be the best way, as they may not be
comfortable or able to speak in a mixed group.
Research Methodology and
Evidence Based Healthcare (EBHC481)
GROUP INTERVIEWS
•
WRITTEN AND COMPILED BY COURSE COMMITTEE
20
Group interview
type
Features Typical use
Focus groups
Participants selected to meet sampling criteria
Seeks broad range of ideas on open-ended
topic
Formal, controlled pre-arranged time and
place
Usually audio-taped and transcribed for
analysis
Testing health promotion
materials, exploring
service users’ views
Natural group
Group exists independently of the research
study
Formal or informal format
Interview guide loosely followed
Often recorded by written notes
Ethnographic data collection
(informal) social research
(formal)
Project planning, programme
evaluation
Research Methodology and
Evidence Based Healthcare (EBHC481)
REFERENCE BOOK
WRITTEN AND COMPILED BY COURSE COMMITTEE
21

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Introduction to qualitative research methods

  • 1. Research Methodology and Evidence Based Healthcare (EBHC481) QUALITATIVE RESEARCH WRITTEN AND COMPILED BY COURSE COMMITTEE 1 Lecture 8 Level 8 Year 4
  • 2. Research Methodology and Evidence Based Healthcare (EBHC481) OUTLINE 1. What is qualitative research? Aims & uses a) What is qualitative research? b) When to use qualitative methods 2. How to develop qualitative research designs a) The research question b) The research protocol c) Qualitative sampling 3. How to generate data (i) Individual interviews (ii) Group interviews (iii) Contextual data WRITTEN AND COMPILED BY COURSE COMMITTEE 2
  • 3. Research Methodology and Evidence Based Healthcare (EBHC481) ACKNOWLEDGMENT • THIS LECTURES IS BASED ON • A Guide to Using Qualitative Research Methodology, MSF WRITTEN AND COMPILED BY COURSE COMMITTEE 3
  • 4. Research Methodology and Evidence Based Healthcare (EBHC481) (a) What is qualitative research? Qualitative research is characterised by its aims, which relate to understanding some aspect of social life, and its methods which (in general) generate words, rather than numbers, as data for analysis. Qualitative research examines events or experiences in context from the perspective of the individuals experiencing the phenomena. WRITTEN AND COMPILED BY COURSE COMMITTEE 4
  • 5. Research Methodology and Evidence Based Healthcare (EBHC481) EXAMPLE For instance, if the MOH introduced user fees to some health services in an area. You might first undertake a cross-sectional survey which will tell you that 16.5% of your population does not have access to care. This is essential information, but you might also have a number of other questions that the survey can’t answer very well, such as: what are people’s experiences of user fees? what other barriers exist to accessing health care? WRITTEN AND COMPILED BY COURSE COMMITTEE 5
  • 6. Research Methodology and Evidence Based Healthcare (EBHC481) b) When to use qualitative methods? What, how, and why? Qualitative methods generally aim to understand the experiences and attitudes of patients, the community or health care worker. These methods aim to answer questions about the ‘what’, ‘how’ or ‘why’ of a phenomenon “What is going on here? How can I explain it?” , or to describe how people live or cope with particular experiences rather than ‘how many’ or ‘how much’, which are answered by quantitative methods. . When an investigator seeks to generate new theory or reformulate ideas about a known phenomenon or process when some indication exists that current knowledge or theories may be incomplete or biased. To identify questions and develop instruments for quantitative research. WRITTEN AND COMPILED BY COURSE COMMITTEE 6
  • 7. Research Methodology and Evidence Based Healthcare (EBHC481) b) When to use qualitative methods? Examples of topics that qualitative methodologies can address: • People’s experiences of health needs, health care, accessing care and keeping healthy. • Understanding different perspectives, such as those of professionals and patients. • How experiences, attitudes and life circumstances affect health needs and behaviours WRITTEN AND COMPILED BY COURSE COMMITTEE 7
  • 8. Research Methodology and Evidence Based Healthcare (EBHC481) WRITTEN AND COMPILED BY COURSE COMMITTEE 8
  • 9. Research Methodology and Evidence Based Healthcare (EBHC481) Unique features of Qualitative research WRITTEN AND COMPILED BY COURSE COMMITTEE 9 1. In qualitative studies, people who agree to take part are considered ‘participants’ in the research process rather than “subjects.” 2. Both the interaction be tween researcher and participant and the reactions and ideas of the researcher recorded as field notes and memos become part of the study data. 3. Sampling: Participants in qualitative studies are selected because they are knowledgeable about or have experienced the phenomenon of interest and are able to share that knowledge with the researcher. In some approaches (e.g., grounded theory), ongoing participant selection is guided by information emerging from concurrent data analysis as part of the interviewing process and its analysis. The researcher may increase the sample based on theoretical purpose
  • 10. Research Methodology and Evidence Based Healthcare (EBHC481) Sampling in qualitative research WRITTEN AND COMPILED BY COURSE COMMITTEE 10 • Participants are selected for having specific characteristics (e.g. who can assist the researcher either by explaining activities and behavior that the researcher may have observed or by suggesting further informants who can provide the explanations the researcher seeks. • Because any qualitative approach generates enormous amounts of primarily verbal data, large sample sizes usually are not feasible. • The number of participants needed can be estimated only just before data collection. • As data collection progresses, sample size is determined by the criterion of “saturation,” the point at which the researcher is obtaining the same data over and over again and obtaining new information is unlikely. • The fact that saturation does occur supports the social/psychologic position that, although each individual is unique, patterns do exist and that people tend to make sense of their experiences in similar ways.
  • 11. Research Methodology and Evidence Based Healthcare (EBHC481) Type of qualitative sampling Purpose Example Stratified purposeful sampling To illustrate characteristics of particular subgroups of interest; to facilitate comparisons Interviewing different types of service provider (police, social workers, doctors, clergy) to compare their attitudes toward and treatment of drug abuse victims Snowball or chain sampling (locate one or two key individuals, and then ask them to name other likely informants) To facilitate the identification of hard-to-find cases Finding people of unusual sexual orientation interview about experiences of childhood sexual abuse by getting cases referred through friendship networks Convenience sampling (Select whoever is easiest, closest, etc.) To save time, money and effort. Information collected generally has very low credibility Forming focus groups based on who is available that day at the local community centre, rather than according to clear criteria Criterion sampling To investigate in depth a par ticular “type” of case; identify all sources of variation Specifically interviewing only abused women who have left their partners within the last year in order to better understand the variety of factors that spur women to leave WRITTEN AND COMPILED BY COURSE COMMITTEE 11
  • 12. Research Methodology and Evidence Based Healthcare (EBHC481) 3. How to generate data a) Interviews - What are they? Interviews resemble everyday conversations, although they are focused (to a greater or lesser extent) on the researcher’s needs for data. • They should be done to ensure reliability and validity (i.e. ‘trustworthiness’). • Should aim to be: • Reproducible: that is, someone else could use the same topic guide to generate similar information; • Systematic: to ensure that we are not just picking interviewees or data that support our pre-existing ideas about the answers; • Credible: the questions we ask, for instance, and the ways in which we ask them should be reasonable ones for generating valid (or ‘truthful’) accounts of phenomena. • Transparent: methods should be written up so that readers can see exactly how the data were collected and analysed. WRITTEN AND COMPILED BY COURSE COMMITTEE 12
  • 13. Research Methodology and Evidence Based Healthcare (EBHC481) • Semi-structured These are conducted on the basis of a loose structure made up of open-ended questions defining the area to be explored. • In-depth (also referred to as qualitative or unstructured) In-depth interviews are less structured than semi-structured ones • May cover only one or two issues (a topic guide may not be used, or may just have a few broad questions on it). This type of interview is used to explore in detail the respondent’s own perceptions and accounts. • This method is used on topics for which little is known and where it is important to gain an in-depth understanding. They might start with very open questions such as ‘Tell me about how you came to be here’ WRITTEN AND COMPILED BY COURSE COMMITTEE 13
  • 14. Research Methodology and Evidence Based Healthcare (EBHC481) WRITTEN AND COMPILED BY COURSE COMMITTEE 14
  • 15. Research Methodology and Evidence Based Healthcare (EBHC481) (d) Interviewing skills • Access How are you going to gain access to the people you need to interview? As a medical organisation, it might be possible to get a doctor to ask patients whether they want to be interviewed; you could also use key informants (community leaders, teacher). • Ethical issues – make sure the informant is not persuading or coercing people to take part. Also, community leaders may not invite certain ‘marginal’ members of the community – if you want their voices included, you may need other methods of access. • Bias – Health care workers will only have access to patients, not to those not cessing services. Teachers or community leaders might favour the ‘high status’ respondents, or those they think will give you the answers you want. WRITTEN AND COMPILED BY COURSE COMMITTEE 15
  • 16. Research Methodology and Evidence Based Healthcare (EBHC481) (d) Interviewing skills • Setting Remember that the place where you will do the interview will have an impact on the answers that you will get: is there enough privacy for the interviewee to feel comfortable in giving honest answers? Is there too much privacy, making the interviewee uncomfortable? How can you organise the space and people to make sure the interviewee is relaxed? • Rapport All qualitative researchers need to consider how they are perceived by interviewees and the effects of personal characteristics such as ethnicity, status, gender and social distance. It might be sensible, for instance, not to conduct interviews with your own patients if you are their doctor. • Think about what you are wearing and how you present yourself – is it appropriate for the context? Wearing a lot of expensive jewellery and clothes could be intimidating, but a scruffy appearance WRITTEN AND COMPILED BY COURSE COMMITTEE 16
  • 17. Research Methodology and Evidence Based Healthcare (EBHC481) GROUP INTERVIEWS • (a) What is a group interview? • A group interview is any discussion with a group of people. This could include informal, spontaneous ‘chats’ with groups as they are waiting for services, or meeting at a social event. • These are discussed under contextual information (below); here we discuss more formal groups, which are organised on purpose. It is helpful to think about two different kinds of formal group interview: the focus group and the natural group interview. WRITTEN AND COMPILED BY COURSE COMMITTEE 17
  • 18. Research Methodology and Evidence Based Healthcare (EBHC481) WRITTEN AND COMPILED BY COURSE COMMITTEE 18
  • 19. Research Methodology and Evidence Based Healthcare (EBHC481) WRITTEN AND COMPILED BY COURSE COMMITTEE 19 • (b) Advantages of group interviews • To have access to how people talk to each other. For example, in a study of clinic health workers, it was noticed that in a mixed group, nurses said very little, and tended to agree with what doctors said. • If we notice these kinds of power relationships, they can inform our work – for instance, in this setting, it would not be a good idea to rely on nurses to implement changes in treatment protocols. • Bear in mind for focus groups what you will get is a measure of the interaction between people and your analysis will be done at the group level rather than the individual. • If you want to gain access to the perspective of vulnerable or marginal people, then group interviews will not be the best way, as they may not be comfortable or able to speak in a mixed group.
  • 20. Research Methodology and Evidence Based Healthcare (EBHC481) GROUP INTERVIEWS • WRITTEN AND COMPILED BY COURSE COMMITTEE 20 Group interview type Features Typical use Focus groups Participants selected to meet sampling criteria Seeks broad range of ideas on open-ended topic Formal, controlled pre-arranged time and place Usually audio-taped and transcribed for analysis Testing health promotion materials, exploring service users’ views Natural group Group exists independently of the research study Formal or informal format Interview guide loosely followed Often recorded by written notes Ethnographic data collection (informal) social research (formal) Project planning, programme evaluation
  • 21. Research Methodology and Evidence Based Healthcare (EBHC481) REFERENCE BOOK WRITTEN AND COMPILED BY COURSE COMMITTEE 21