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What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on January 30, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

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While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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Research Method

Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

Case Study Research

Case study is a research method that involves an in-depth, detailed examination of a single unit, such as an individual, family, group, organization, community, or event. Case studies are usually conducted by sociologists, psychologists, historians, anthropologists, or researchers from other social science disciplines.

Case studies are used to provide a rich and detailed account of a particular social phenomenon. They are often used to generate new hypotheses or to test existing theories. In some cases, case studies are also used to evaluate programs or interventions.

Types of Case Study

There are three types of case study research:

Exploratory Case Studies

Descriptive case studies, explanatory case studies.

Exploratory case studies are conducted when little is known about a phenomenon. They are used to generate hypotheses and gather preliminary data.

Descriptive case studies describe a phenomenon in detail. They are used to develop an understanding of a complex issue.

Explanatory case studies explain why or how something happens. They are used to test theories and identify cause-and-effect relationships.

Case Study Data Collection Methods

There are a variety of case study data collection methods, including:

Observations

Interviews are perhaps the most common type of data collection in case studies. They allow researchers to collect detailed information about individuals’ experiences and perspectives.

Observations can also be useful in case studies, particularly if the researcher is interested in studying how people interact with their environment.

Document Analysis

Document analysis is another common data collection method in case studies; it involves examining documents such as policy records, media reports, and demographic data.

How to conduct Case Study Research

Conducting case study research is a complex process that requires both scientific and methodological rigor. Follow the steps below:

Advantages of Case Study Research

There are several advantages of using case study research.

Also see Focus Groups in Qualitative Research

Disadvantages of Case Study Research

There are also a number of drawbacks to using this approach.

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Case Study Research: Methods and Designs

Case study research is a type of qualitative research design. It’s often used in the social sciences because it involves…

Case Study Method

Case study research is a type of qualitative research design. It’s often used in the social sciences because it involves observing subjects, or cases, in their natural setting, with minimal interference from the researcher.

In the case study method , researchers pose a specific question about an individual or group to test their theories or hypothesis. This can be done by gathering data from interviews with key informants.

Here’s what you need to know about case study research design .

What Is The Case Study Method?

Main approaches to data collection, case study research methods, how case studies are used, case study model.

Case study research is a great way to understand the nuances of a matter that can get lost in quantitative research methods. A case study is distinct from other qualitative studies in the following ways:

Here are the primary features of case study research:

They commonly use the case study method in business, management, psychology, sociology, political science and other related fields.

A fundamental requirement of qualitative research is recording observations that provide an understanding of reality. When it comes to the case study method, there are two major approaches that can be used to collect data: document review and fieldwork.

A case study in research methodology also includes literature review, the process by which the researcher collects all data available through historical documents. These might include books, newspapers, journals, videos, photographs and other written material. The researcher may also record information using video cameras to capture events as they occur. The researcher can also go through materials produced by people involved in the case study to gain an insight into their lives and experiences.

Field research involves participating in interviews and observations directly. Observation can be done during telephone interviews, events or public meetings, visits to homes or workplaces, or by shadowing someone for a period of time. The researcher can conduct one-on-one interviews with individuals or group interviews where several people are interviewed at once.

Let’s look now at case study methodology.

The case study method can be divided into three stages: formulation of objectives; collection of data; and analysis and interpretation. The researcher first makes a judgment about what should be studied based on their knowledge. Next, they gather data through observations and interviews. Here are some of the common case study research methods:

One of the most basic methods is the survey. Respondents are asked to complete a questionnaire with open-ended and predetermined questions. It usually takes place through face-to-face interviews, mailed questionnaires or telephone interviews. It can even be done by an online survey.

2. Semi-structured Interview

For case study research a more complex method is the semi-structured interview. This involves the researcher learning about the topic by listening to what others have to say. This usually occurs through one-on-one interviews with the sample. Semi-structured interviews allow for greater flexibility and can obtain information that structured questionnaires can’t.

3. Focus Group Interview

Another method is the focus group interview, where the researcher asks a few people to take part in an open-ended discussion on certain themes or topics. The typical group size is 5–15 people. This method allows researchers to delve deeper into people’s opinions, views and experiences.

4. Participant Observation

Participant observation is another method that involves the researcher gaining insight into an experience by joining in and taking part in normal events. The people involved don’t always know they’re being studied, but the researcher observes and records what happens through field notes.

Case study research design can use one or several of these methods depending on the context.

Case studies are widely used in the social sciences. To understand the impact of socio-economic forces, interpersonal dynamics and other human conditions, sometimes there’s no other way than to study one case at a time and look for patterns and data afterward.

It’s for the same reasons that case studies are used in business. Here are a few uses:

And that’s not all. Case studies are incredibly versatile, which is why they’re used so widely.

Human beings are complex and they interact with each other in their everyday life in various ways. The researcher observes a case and tries to find out how the patterns of behavior are created, including their causal relations. Case studies help understand one or more specific events that have been observed. Here are some common methods:

1. Illustrative case study

This is where the researcher observes a group of people doing something. Studying an event or phenomenon this way can show cause-and-effect relationships between various variables.

2. Cumulative case study

A cumulative case study is one that involves observing the same set of phenomena over a period. Cumulative case studies can be very helpful in understanding processes, which are things that happen over time. For example, if there are behavioral changes in people who move from one place to another, the researcher might want to know why these changes occurred.

3. Exploratory case study

An exploratory case study collects information that will answer a question. It can help researchers better understand social, economic, political or other social phenomena.

There are several other ways to categorize case studies. They may be chronological case studies, where a researcher observes events over time. In the comparative case study, the researcher compares one or more groups of people, places, or things to draw conclusions about them. In an intervention case study, the researcher intervenes to change the behavior of the subjects. The study method depends on the needs of the research team.

Deciding how to analyze the information at our disposal is an important part of effective management. An understanding of the case study model can help. With Harappa’s Thinking Critically course, managers and young professionals receive input and training on how to level up their analytic skills. Knowledge of frameworks, reading real-life examples and lived wisdom of faculty come together to create a dynamic and exciting course that helps teams leap to the next level.

Explore Harappa Diaries to learn more about topics such as Objectives Of Research , What are Qualitative Research Methods , How To Make A Problem Statement and How To Improve your Cognitive Skills to upgrade your knowledge and skills.

What Is a Case Study?

An in-depth study of one person, group, or event

Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.

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research case study method

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Benefits and Limitations

Types of case studies, how to write a case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.

The purpose of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, it is important to follow the rules of APA format .  

A case study can have both strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult to impossible to replicate in a lab. Some other benefits of a case study:

On the negative side, a case study:

Researchers may choose to perform a case study if they are interested in exploring a unique or recently discovered phenomenon. The insights gained from such research can help the researchers develop additional ideas and study questions that might be explored in future studies.

However, it is important to remember that the insights gained from case studies cannot be used to determine cause and effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through the use of individual case studies. Some great examples of case studies in psychology include:

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse had denied her the opportunity to learn language at critical points in her development.

This is clearly not something that researchers could ethically replicate, but conducting a case study on Genie allowed researchers the chance to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might utilize:

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers utilize depends on the unique characteristics of the situation as well as the case itself.

There are also different methods that can be used to conduct a case study, including prospective and retrospective case study methods.

Prospective case study methods are those in which an individual or group of people is observed in order to determine outcomes. For example, a group of individuals might be watched over an extended period of time to observe the progression of a particular disease.

Retrospective case study methods involve looking at historical information. For example, researchers might start with an outcome, such as a disease, and then work their way backward to look at information about the individual's life to determine risk factors that may have contributed to the onset of the illness.

Where to Find Data

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Here are a few additional pointers to keep in mind when formatting your case study:

A Word From Verywell

Case studies can be a useful research tool, but they need to be used wisely. In many cases, they are best utilized in situations where conducting an experiment would be difficult or impossible. They are helpful for looking at unique situations and allow researchers to gather a great deal of information about a specific individual or group of people.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines that you are required to follow. If you are writing your case study for professional publication, be sure to check with the publisher for their specific guidelines for submitting a case study.

Simply Psychology. Case Study Method .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.

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Case Study Research Method in Psychology

Saul Mcleod, PhD

Educator, Researcher

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, Ph.D., is a qualified psychology teacher with over 18 years experience of working in further and higher education.

Learn about our Editorial Process

Olivia Guy-Evans

Associate Editor for Simply Psychology

BSc (Hons), Psychology, MSc, Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

Case studies are in-depth investigations of a single person, group, event, or community. Typically, data is gathered from various sources and by using several different methods (e.g., observations & interviews ).

What are Case Studies?

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events which are currently occurring in his or her everyday life.

The case study is not itself a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Case studies are widely used in psychology, and amongst the best known were the ones carried out by Sigmund Freud, including Anna O and Little Hans .

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses. Even today, case histories are one of the main methods of investigation in abnormal psychology and psychiatry.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

The procedure used in a case study means that the researcher provides a description of the behavior. This comes from interviews and other sources, such as observation.

The client also reports detail of events from his or her point of view. The researcher then writes up the information from both sources above as the case study and interprets the information.

The research may also continue for an extended period of time, so processes and developments can be studied as they happen.

Amongst the sources of data the psychologist is likely to turn to when carrying out a case study are observations of a person’s daily routine, unstructured interviews with the participant herself (and with people who know her), diaries, personal notes (e.g., letters, photographs, notes) or official document (e.g., case notes, clinical notes, appraisal reports).

The case study method often involves simply observing what happens to or reconstructing ‘the case history’ of a single participant or group of individuals (such as a school class or a specific social group), i.e., the idiographic approach .

The interview is also an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.

Most of this information is likely to be qualitative (i.e., verbal description rather than measurement), but the psychologist might collect numerical data as well.

The data collected can be analyzed using different theories (e.g., grounded theory, interpretative phenomenological analysis, text interpretation, e.g., thematic coding).

All the approaches mentioned here use preconceived categories in the analysis, and they are ideographic in their approach, i.e., they focus on the individual case without reference to a comparison group.

Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data, a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for observer bias, and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

How to reference this article:

McLeod, S. A. (2019, August 03). Case study method . Simply Psychology. simplypsychology.org/case-study.html

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Further Information

Case Study Approach Case Study Method

Enhancing the Quality of Case Studies in Health Services Research

“We do things together” A case study of “couplehood” in dementia

Using mixed methods for evaluating an integrative approach to cancer care: a case study

Freud’s Case Studies

Little Hans – Freudian Case Study

H.M. Case Study

Anna O – Freudian Case Study

Genie Case Study – Curtiss (1977)

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Case Study Research – Everything You Wanted to Know

Case study research remains a controversial data collection approach. However, it is recognized widely in different social studies. That’s because it enables researchers to provide in-depth explanations of different social behaviors.

case study research

Perhaps, you’re wondering, what is a case study research? Maybe you want to know what it involves. Well, this is a research method that utilizes reports from past studies. It allows researchers to explore and understand complex issues using those reports. This research method may be considered robust, especially when researchers require holistic, in-depth investigation.

Most social sciences recognize case study research design and methods and their roles have become more prominent. This approach is used to research and write about topics in education, sociology, and community-based issues like drug addiction, poverty, and unemployment.

What is Case Study Research?

In social studies, the case study is a research method in which a phenomenon is investigated in its real-life context. It’s an empirical inquiry and research strategy that is based on an in-depth investigation of a group, event, or individual to explore the underlying principles causes.

Essentially, this study can be defined as an exploratory and descriptive analysis of a case. But, what is a case study in research? Well, a case can be anything that a researcher wants to investigate. This can include a person, a group, an event, a decision, a policy, period, institution, or any other system that can be studied historically.

Methods Used in Case Study Research

This type of research uses the same study methodology with other research types. But, the most common case study research method starts with the definition of a single case. It can also be a group comprising similar cases. These can be incorporated for a multiple-case study.

This is followed by a search to determine what is already known about the case or cases. This search can involve a review of grey literature, reports, and media content. This review plays a critical role in enabling the researchers to understand the case. It also informs researchers when it comes to developing case study research questions.

In most case studies, data is often qualitative, though not exclusively. Thus, researchers engage in case study qualitative research. When researchers use multiple cases, they analyze each case separately. Themes can arise from assertions or analysis about the entire case.

Case study research methodology can include: Personal interviews Archival records Psychometric tests Direct observation

Case studies are more in-depth when compared to observational research. That’s because they use several records or measures while focusing on a single subject. In some cases, a multiple-case design can be used. What’s more, a case study can be retrospective or prospective. A retrospective case study uses criteria to choose cases from historical records. Prospective case studies, on the other hand, uses established criteria while including extra cases as long as they meet the set criteria.

Because case studies use qualitative data like the one collected from interviews, they tend to be more liable. However, quantitative data and questionnaires can also be used. For instance, a case study can be used in clinical research to monitor and determine the effectiveness of treatment.

Types of Case Study Research

When you research case study, you explore causation to identify the underlying principles. But, they can’t be generalized to a larger population the way researchers do when conducting experimental research. They also can’t provide predictive power the same way correlational research can do. Rather, they provide extensive data that can be used to develop new hypotheses that can be used for further research. It can also be used to study rare conditions or events that are hard-to-study.

A case study research paper can fall into any of these categories:

People may define case study research differently based on these major types of this investigation. Nevertheless, it’s an intensive and systematic investigation of a group, community, individuals, or other units where the researchers examine in-depth data that relate to several variables.

Example of Case Study Research

Case study definition in research may vary. However, students should be keen to choose topics they are comfortable researching and writing about. Here are case study research question examples that be used for this kind of investigation.

Different data collection methods can be used to assess and understand each case separately. This can lead to a better understanding of the phenomenon under investigation. The goal of the case study research design is to provide a framework that can be used to evaluate and analyze complex issues. For instance, in the last two examples above, a case study can be used to shed light on the nursing practice as a holistic approach. It can also provide a perspective that will inform the nurses to give improved care to their patients.

How to Do Case Study Research

When writing a case study paper, follow these steps, suggested by our writing professionals :

In a nutshell, a case study entails collecting data that leads to a better understanding of a phenomenon. The methodology of a case study provides a framework that is used to analyze and evaluate more complex issues.

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What the Case Study Method Really Teaches

research case study method

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

Alumni responses varied but tended to follow a pattern. Almost no one referred to a specific business concept they learned. Many mentioned close friendships or the classmate who became a business or life partner. Most often, though, alumni highlighted a personal quality or skill like “increased self-confidence” or “the ability to advocate for a point of view” or “knowing how to work closely with others to solve problems.” And when I asked how they developed these capabilities, they inevitably mentioned the magic of the case method.

Harvard Business School pioneered the use of case studies to teach management in 1921. As we commemorate 100 years of case teaching, much has been  written  about the effectiveness of this method. I agree with many of these observations. Cases expose students to real business dilemmas and decisions. Cases teach students to size up business problems quickly while considering the broader organizational, industry, and societal context. Students recall concepts better when they are set in a case, much as people remember words better when used in context. Cases teach students how to apply theory in practice and how to induce theory from practice. The case method cultivates the capacity for critical analysis, judgment, decision-making, and action.

There is a word that aptly captures the broader set of capabilities our alumni reported they learned from the case method. That word is meta-skills, and these meta-skills are a benefit of case study instruction that those who’ve never been exposed to the method may undervalue.

Educators define meta-skills as a group of long-lasting abilities that allow someone to learn new things more quickly. When parents encourage a child to learn to play a musical instrument, for instance, beyond the hope of instilling musical skills (which some children will master and others may not), they may also appreciate the benefit the child derives from deliberate, consistent practice. This meta-skill is valuable for learning many other things beyond music.

In the same vein, let me suggest seven vital meta-skills students gain from the case method:

1. Preparation

There is no place for students to hide in the moments before the famed “cold call”— when the teacher can ask any student at random to open the case discussion. Decades after they graduate, students will vividly remember cold calls when they, or someone else, froze with fear, or when they rose to nail the case even in the face of a fierce grilling by the professor.

The case method creates high-powered incentives for students to prepare. Students typically spend several hours reading, highlighting, and debating cases before class, sometimes alone and sometimes in groups. The number of cases to be prepared can be overwhelming by design.

Learning to be prepared — to read materials in advance, prioritize, identify the key issues, and have an initial point of view — is a meta-skill that helps people succeed in a broad range of professions and work situations. We have all seen how the prepared person, who knows what they are talking about, can gain the trust and confidence of others in a business meeting. The habits of preparing for a case discussion can transform a student into that person.

2. Discernment

Many cases are long. A typical case may include history, industry background, a cast of characters, dialogue, financial statements, source documents, or other exhibits. Some material may be digressive or inessential. Cases often have holes — critical pieces of information that are missing.

The case method forces students to identify and focus on what’s essential, ignore the noise, skim when possible, and concentrate on what matters, meta-skills required for every busy executive confronted with the paradox of simultaneous information overload and information paucity. As one alumnus pithily put it, “The case method helped me learn how to separate the wheat from the chaff.”

3. Bias Recognition

Students often have an initial reaction to a case stemming from their background or earlier work and life experiences. For instance, people who have worked in finance may be biased to view cases through a financial lens. However, effective general managers must understand and empathize with various stakeholders, and if someone has a natural tendency to favor one viewpoint over another, discussing dozens of cases will help reveal that bias. Armed with this self-understanding, students can correct that bias or learn to listen more carefully to classmates whose different viewpoints may help them see beyond their own biases.

Recognizing and correcting personal bias can be an invaluable meta-skill in business settings when leaders inevitably have to work with people from different functions, backgrounds, and perspectives.

4. Judgment

Cases put students into the role of the case protagonist and force them to make and defend a decision. The format leaves room for nuanced discussion, but not for waffling: Teachers push students to choose an option, knowing full well that there is rarely one correct answer.

Indeed, most cases are meant to stimulate a discussion rather than highlight effective or ineffective management practice. Across the cases they study, students get feedback from their classmates and their teachers about when their decisions are more or less compelling. It enables them to develop the judgment of making decisions under uncertainty, communicating that decision to others, and gaining their buy-in — all essential leadership skills. Leaders earn respect for their judgment. It is something students in the case method get lots of practice honing.

5. Collaboration

It is better to make business decisions after extended give-and-take, debate, and deliberation. As in any team sport, people get better at working collaboratively with practice. Discussing cases in small study groups, and then in the classroom, helps students practice the meta-skill of collaborating with others. Our alumni often say they came away from the case method with better skills to participate in meetings and lead them.

Orchestrating a good collaborative discussion in which everyone contributes, every viewpoint is carefully considered, yet a thoughtful decision is made in the end is the arc of any good case discussion. Although teachers play the primary role in this collaborative process during their time at the school, it is an art that students of the case method internalize and get better at when they get to lead discussions.

6. Curiosity

Cases expose students to lots of different situations and roles. Across cases, they get to assume the role of entrepreneur, investor, functional leader, or CEO, in a range of different industries and sectors. Each case offers an opportunity for students to see what resonates with them, what excites them, what bores them, which role they could imagine inhabiting in their careers.

Cases stimulate curiosity about the range of opportunities in the world and the many ways that students can make a difference as leaders. This curiosity serves them well throughout their lives. It makes them more agile, more adaptive, and more open to doing a wider range of things in their careers.

7. Self-Confidence

Students must inhabit roles during a case study that far outstrip their prior experience or capability, often as leaders of teams or entire organizations in unfamiliar settings. “What would you do if you were the case protagonist?” is the most common question in a case discussion. Even though they are imaginary and temporary, these “stretch” assignments increase students’ self-confidence that they can rise to the challenge.

In our program, students can study 500 cases over two years, and the range of roles they are asked to assume increases the range of situations they believe they can tackle. Speaking up in front of 90 classmates feels risky at first, but students become more comfortable taking that risk over time. Knowing that they can hold their own in a highly curated group of competitive peers enhances student confidence. Often, alumni describe how discussing cases made them feel prepared for much bigger roles or challenges than they’d imagined they could handle before their MBA studies. Self-confidence is difficult to teach or coach, but the case study method seems to instill it in people.

There may well be other ways of learning these meta-skills, such as the repeated experience gained through practice or guidance from a gifted coach. However, under the direction of a masterful teacher, the case method can engage students and help them develop powerful meta-skills like no other form of teaching. This quickly became apparent when case teaching was introduced in 1921 — and it’s even truer today.

For educators and students, recognizing the value of these meta-skills can offer perspective on the broader goals of their work together. Returning to the example of piano lessons, it may be natural for a music teacher or their students to judge success by a simple measure: Does the student learn to play the instrument well? But when everyone involved recognizes the broader meta-skills that instrumental instruction can instill — and that even those who bumble their way through Bach may still derive lifelong benefits from their instruction — it may lead to a deeper appreciation of this work.

For recruiters and employers, recognizing the long-lasting set of benefits that accrue from studying via the case method can be a valuable perspective in assessing candidates and plotting their potential career trajectories.

And while we must certainly use the case method’s centennial to imagine yet more powerful ways of educating students in the future, let us be sure to assess these innovations for the meta-skills they might instill, as much as the subject matter mastery they might enable.

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Case Study Research Design

The case study research design have evolved over the past few years as a useful tool for investigating trends and specific situations in many scientific disciplines.

This article is a part of the guide:

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The case study has been especially used in social science, psychology, anthropology and ecology.

This method of study is especially useful for trying to test theoretical models by using them in real world situations. For example, if an anthropologist were to live amongst a remote tribe, whilst their observations might produce no quantitative data, they are still useful to science.

research case study method

What is a Case Study?

Basically, a case study is an in depth study of a particular situation rather than a sweeping statistical survey . It is a method used to narrow down a very broad field of research into one easily researchable topic.

Whilst it will not answer a question completely, it will give some indications and allow further elaboration and hypothesis creation on a subject.

The case study research design is also useful for testing whether scientific theories and models actually work in the real world. You may come out with a great computer model for describing how the ecosystem of a rock pool works but it is only by trying it out on a real life pool that you can see if it is a realistic simulation.

For psychologists, anthropologists and social scientists they have been regarded as a valid method of research for many years. Scientists are sometimes guilty of becoming bogged down in the general picture and it is sometimes important to understand specific cases and ensure a more holistic approach to research .

H.M.: An example of a study using the case study research design.

Case Study

The Argument for and Against the Case Study Research Design

Some argue that because a case study is such a narrow field that its results cannot be extrapolated to fit an entire question and that they show only one narrow example. On the other hand, it is argued that a case study provides more realistic responses than a purely statistical survey.

The truth probably lies between the two and it is probably best to try and synergize the two approaches. It is valid to conduct case studies but they should be tied in with more general statistical processes.

For example, a statistical survey might show how much time people spend talking on mobile phones, but it is case studies of a narrow group that will determine why this is so.

The other main thing to remember during case studies is their flexibility. Whilst a pure scientist is trying to prove or disprove a hypothesis , a case study might introduce new and unexpected results during its course, and lead to research taking new directions.

The argument between case study and statistical method also appears to be one of scale. Whilst many 'physical' scientists avoid case studies, for psychology, anthropology and ecology they are an essential tool. It is important to ensure that you realize that a case study cannot be generalized to fit a whole population or ecosystem.

Finally, one peripheral point is that, when informing others of your results, case studies make more interesting topics than purely statistical surveys, something that has been realized by teachers and magazine editors for many years. The general public has little interest in pages of statistical calculations but some well placed case studies can have a strong impact.

How to Design and Conduct a Case Study

The advantage of the case study research design is that you can focus on specific and interesting cases. This may be an attempt to test a theory with a typical case or it can be a specific topic that is of interest. Research should be thorough and note taking should be meticulous and systematic.

The first foundation of the case study is the subject and relevance. In a case study, you are deliberately trying to isolate a small study group, one individual case or one particular population.

For example, statistical analysis may have shown that birthrates in African countries are increasing. A case study on one or two specific countries becomes a powerful and focused tool for determining the social and economic pressures driving this.

In the design of a case study, it is important to plan and design how you are going to address the study and make sure that all collected data is relevant. Unlike a scientific report, there is no strict set of rules so the most important part is making sure that the study is focused and concise; otherwise you will end up having to wade through a lot of irrelevant information.

It is best if you make yourself a short list of 4 or 5 bullet points that you are going to try and address during the study. If you make sure that all research refers back to these then you will not be far wrong.

With a case study, even more than a questionnaire or survey , it is important to be passive in your research. You are much more of an observer than an experimenter and you must remember that, even in a multi-subject case, each case must be treated individually and then cross case conclusions can be drawn .

How to Analyze the Results

Analyzing results for a case study tends to be more opinion based than statistical methods. The usual idea is to try and collate your data into a manageable form and construct a narrative around it.

Use examples in your narrative whilst keeping things concise and interesting. It is useful to show some numerical data but remember that you are only trying to judge trends and not analyze every last piece of data. Constantly refer back to your bullet points so that you do not lose focus.

It is always a good idea to assume that a person reading your research may not possess a lot of knowledge of the subject so try to write accordingly.

In addition, unlike a scientific study which deals with facts, a case study is based on opinion and is very much designed to provoke reasoned debate. There really is no right or wrong answer in a case study.

Martyn Shuttleworth (Apr 1, 2008). Case Study Research Design. Retrieved Mar 06, 2023 from Explorable.com: https://explorable.com/case-study-research-design

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Qualitative Research Guide

What are Case Studies?

Books about case studies, resources on case studies, case studies in the literature.

According to the book Understanding Case Study Research , case studies are "small scale research with meaning" that generally involve the following:

The following books are available as ebooks through the UCSF Library unless otherwise noted

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What is it?

Case study is a research methodology, typically seen in social and life sciences. There is no one definition of case study research. 1 However, very simply… ‘a case study can be defined as an intensive study about a person, a group of people or a unit, which is aimed to generalize over several units’. 1 A case study has also been described as an intensive, systematic investigation of a single individual, group, community or some other unit in which the researcher examines in-depth data relating to several variables. 2

Often there are several similar cases to consider such as educational or social service programmes that are delivered from a number of locations. Although similar, they are complex and have unique features. In these circumstances, the evaluation of several, similar cases will provide a better answer to a research question than if only one case is examined, hence the multiple-case study. Stake asserts that the cases are grouped and viewed as one entity, called the quintain . 6  ‘We study what is similar and different about the cases to understand the quintain better’. 6

The steps when using case study methodology are the same as for other types of research. 6 The first step is defining the single case or identifying a group of similar cases that can then be incorporated into a multiple-case study. A search to determine what is known about the case(s) is typically conducted. This may include a review of the literature, grey literature, media, reports and more, which serves to establish a basic understanding of the cases and informs the development of research questions. Data in case studies are often, but not exclusively, qualitative in nature. In multiple-case studies, analysis within cases and across cases is conducted. Themes arise from the analyses and assertions about the cases as a whole, or the quintain, emerge. 6

Benefits and limitations of case studies

If a researcher wants to study a specific phenomenon arising from a particular entity, then a single-case study is warranted and will allow for a in-depth understanding of the single phenomenon and, as discussed above, would involve collecting several different types of data. This is illustrated in example 1 below.

Using a multiple-case research study allows for a more in-depth understanding of the cases as a unit, through comparison of similarities and differences of the individual cases embedded within the quintain. Evidence arising from multiple-case studies is often stronger and more reliable than from single-case research. Multiple-case studies allow for more comprehensive exploration of research questions and theory development. 6

Despite the advantages of case studies, there are limitations. The sheer volume of data is difficult to organise and data analysis and integration strategies need to be carefully thought through. There is also sometimes a temptation to veer away from the research focus. 2 Reporting of findings from multiple-case research studies is also challenging at times, 1 particularly in relation to the word limits for some journal papers.

Examples of case studies

Example 1: nurses’ paediatric pain management practices.

One of the authors of this paper (AT) has used a case study approach to explore nurses’ paediatric pain management practices. This involved collecting several datasets:

Observational data to gain a picture about actual pain management practices.

Questionnaire data about nurses’ knowledge about paediatric pain management practices and how well they felt they managed pain in children.

Questionnaire data about how critical nurses perceived pain management tasks to be.

These datasets were analysed separately and then compared 7–9 and demonstrated that nurses’ level of theoretical did not impact on the quality of their pain management practices. 7 Nor did individual nurse’s perceptions of how critical a task was effect the likelihood of them carrying out this task in practice. 8 There was also a difference in self-reported and observed practices 9 ; actual (observed) practices did not confirm to best practice guidelines, whereas self-reported practices tended to.

Example 2: quality of care for complex patients at Nurse Practitioner-Led Clinics (NPLCs)

The other author of this paper (RH) has conducted a multiple-case study to determine the quality of care for patients with complex clinical presentations in NPLCs in Ontario, Canada. 10 Five NPLCs served as individual cases that, together, represented the quatrain. Three types of data were collected including:

Review of documentation related to the NPLC model (media, annual reports, research articles, grey literature and regulatory legislation).

Interviews with nurse practitioners (NPs) practising at the five NPLCs to determine their perceptions of the impact of the NPLC model on the quality of care provided to patients with multimorbidity.

Chart audits conducted at the five NPLCs to determine the extent to which evidence-based guidelines were followed for patients with diabetes and at least one other chronic condition.

The three sources of data collected from the five NPLCs were analysed and themes arose related to the quality of care for complex patients at NPLCs. The multiple-case study confirmed that nurse practitioners are the primary care providers at the NPLCs, and this positively impacts the quality of care for patients with multimorbidity. Healthcare policy, such as lack of an increase in salary for NPs for 10 years, has resulted in issues in recruitment and retention of NPs at NPLCs. This, along with insufficient resources in the communities where NPLCs are located and high patient vulnerability at NPLCs, have a negative impact on the quality of care. 10

These examples illustrate how collecting data about a single case or multiple cases helps us to better understand the phenomenon in question. Case study methodology serves to provide a framework for evaluation and analysis of complex issues. It shines a light on the holistic nature of nursing practice and offers a perspective that informs improved patient care.

Competing interests None declared.

Provenance and peer review Commissioned; internally peer reviewed.

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Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

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While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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Case Study Examples

This post was originally posted as part of the February 2021Methodspace focus on Choosing Methodology and Methods .

Open-Access Articles Using Case Study Methodology

As you can see from this collection, case study methods are used in both qualitative and quantitative research.

Ang, C.-S., Lee, K.-F., & Dipolog-Ubanan, G. F. (2019). Determinants of First-Year Student Identity and Satisfaction in Higher Education: A Quantitative Case Study. SAGE Open. https://doi.org/10.1177/2158244019846689

Abstract. First-year undergraduates’ expectations and experience of university and student engagement variables were investigated to determine how these perceptions influence their student identity and overall course satisfaction. Data collected from 554 first-year undergraduates at a large private university were analyzed. Participants were given the adapted version of the Melbourne Centre for the Study of Higher Education Survey to self-report their learning experience and engagement in the university community. The results showed that, in general, the students’ reasons of pursuing tertiary education were to open the door to career opportunities and skill development. Moreover, students’ views on their learning and university engagement were at the moderate level. In relation to student identity and overall student satisfaction, it is encouraging to state that their perceptions of studentship and course satisfaction were rather positive. After controlling for demographics, student engagement appeared to explain more variance in student identity, whereas students’ expectations and experience explained greater variance in students’ overall course satisfaction. Implications for practice, limitations, and recommendation of this study are addressed.

Baker, A. J. (2017). Algorithms to Assess Music Cities: Case Study—Melbourne as a Music Capital. SAGE Open. https://doi.org/10.1177/2158244017691801

Abstract. The global  Mastering of a Music City  report in 2015 notes that the concept of music cities has penetrated the global political vernacular because it delivers “significant economic, employment, cultural and social benefits.” This article highlights that no empirical study has combined all these values and offers a relevant and comprehensive definition of a music city. Drawing on industry research,1 the article assesses how mathematical flowcharts, such as Algorithm A (Economics), Algorithm B (Four T’s creative index), and Algorithm C (Heritage), have contributed to the definition of a music city. Taking Melbourne as a case study, it illustrates how Algorithms A and B are used as disputed evidence about whether the city is touted as Australia’s music capital. The article connects the three algorithms to an academic framework from musicology, urban studies, cultural economics, and sociology, and proposes a benchmark Algorithm D (Music Cities definition), which offers a more holistic assessment of music activity in any urban context. The article concludes by arguing that Algorithm D offers a much-needed definition of what comprises a music city because it builds on the popular political economy focus and includes the social importance of space and cultural practices.

Brown, K., & Mondon, A. (2020). Populism, the media, and the mainstreaming of the far right: The Guardian’s coverage of populism as a case study. Politics. https://doi.org/10.1177/0263395720955036

Abstract. Populism seems to define our current political age. The term is splashed across the headlines, brandished in political speeches and commentaries, and applied extensively in numerous academic publications and conferences. This pervasive usage, or populist hype, has serious implications for our understanding of the meaning of populism itself and for our interpretation of the phenomena to which it is applied. In particular, we argue that its common conflation with far-right politics, as well as its breadth of application to other phenomena, has contributed to the mainstreaming of the far right in three main ways: (1) agenda-setting power and deflection, (2) euphemisation and trivialisation, and (3) amplification. Through a mixed-methods approach to discourse analysis, this article uses  The Guardian  newspaper as a case study to explore the development of the populist hype and the detrimental effects of the logics that it has pushed in public discourse.

Droy, L. T., Goodwin, J., & O’Connor, H. (2020). Methodological Uncertainty and Multi-Strategy Analysis: Case Study of the Long-Term Effects of Government Sponsored Youth Training on Occupational Mobility. Bulletin of Sociological Methodology/Bulletin de Méthodologie Sociologique, 147–148(1–2), 200–230. https://doi.org/10.1177/0759106320939893

Abstract. Sociological practitioners often face considerable methodological uncertainty when undertaking a quantitative analysis. This methodological uncertainty encompasses both data construction (e.g. defining variables) and analysis (e.g. selecting and specifying a modelling procedure). Methodological uncertainty can lead to results that are fragile and arbitrary. Yet, many practitioners may be unaware of the potential scale of methodological uncertainty in quantitative analysis, and the recent emergence of techniques for addressing it. Recent proposals for ‘multi-strategy’ approaches seek to identify and manage methodological uncertainty in quantitative analysis. We present a case-study of a multi-strategy analysis, applied to the problem of estimating the long-term impact of 1980s UK government-sponsored youth training. We use this case study to further highlight the problem of cumulative methodological fragilities in applied quantitative sociology and to discuss and help develop multi-strategy analysis as a tool to address them.

Ebneyamini, S., & Sadeghi Moghadam, M. R. (2018). Toward Developing a Framework for Conducting Case Study Research .  International Journal of Qualitative Methods .  https://doi.org/10.1177/1609406918817954

Abstract. This article reviews the use of case study research for both practical and theoretical issues especially in management field with the emphasis on management of technology and innovation. Many researchers commented on the methodological issues of the case study research from their point of view thus, presenting a comprehensive framework was missing. We try representing a general framework with methodological and analytical perspective to design, develop, and conduct case study research. To test the coverage of our framework, we have analyzed articles in three major journals related to the management of technology and innovation to approve our framework. This study represents a general structure to guide, design, and fulfill a case study research with levels and steps necessary for researchers to use in their research.

Lynch, R., Young, J. C., Boakye-Achampong, S., Jowaisas, C., Sam, J., & Norlander, B. (2020). Benefits of crowdsourcing for libraries: A case study from Africa . IFLA Journal. https://doi.org/10.1177/0340035220944940

Abstract. Many libraries in the Global South do not collect comprehensive data about themselves, which creates challenges in terms of local and international visibility. Crowdsourcing is an effective tool that engages the public to collect missing data, and it has proven to be particularly valuable in countries where governments collect little public data. Whereas crowdsourcing is often used within fields that have high levels of development funding, such as health, the authors believe that this approach would have many benefits for the library field as well. They present qualitative and quantitative evidence from 23 African countries involved in a crowdsourcing project to map libraries. The authors find benefits in terms of increased connections between stakeholders, capacity-building, and increased local visibility. These findings demonstrate the potential of crowdsourced approaches for tasks such as mapping to benefit libraries and similarly positioned institutions in the Global South in multifaceted ways.

Rashid, Y., Rashid, A., Warraich, M. A., Sabir, S. S., & Waseem, A. (2019). Case Study Method: A Step-by-Step Guide for Business Researchers .  International Journal of Qualitative Methods .  https://doi.org/10.1177/1609406919862424

Abstract. Qualitative case study methodology enables researchers to conduct an in-depth exploration of intricate phenomena within some specific context. By keeping in mind research students, this article presents a systematic step-by-step guide to conduct a case study in the business discipline. Research students belonging to said discipline face issues in terms of clarity, selection, and operationalization of qualitative case study while doing their final dissertation. These issues often lead to confusion, wastage of valuable time, and wrong decisions that affect the overall outcome of the research. This article presents a checklist comprised of four phases, that is, foundation phase, prefield phase, field phase, and reporting phase. The objective of this article is to provide novice researchers with practical application of this checklist by linking all its four phases with the authors’ experiences and learning from recently conducted in-depth multiple case studies in the organizations of New Zealand. Rather than discussing case study in general, a targeted step-by-step plan with real-time research examples to conduct a case study is given.

VanWynsberghe, R., & Khan, S. (2007). Redefining Case Study. International Journal of Qualitative Methods, 80–94. https://doi.org/10.1177/160940690700600208

Abstract. In this paper the authors propose a more precise and encompassing definition of case study than is usually found. They support their definition by clarifying that case study is neither a method nor a methodology nor a research design as suggested by others. They use a case study prototype of their own design to propose common properties of case study and demonstrate how these properties support their definition. Next, they present several living myths about case study and refute them in relation to their definition. Finally, they discuss the interplay between the terms case study and unit of analysis to further delineate their definition of case study. The target audiences for this paper include case study researchers, research design and methods instructors, and graduate students interested in case study research.

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Types of Research Designs

by EPR Staff · Published 2023-02-28 · Updated 2023-02-07

Research design is a crucial aspect of any research project, as it outlines the methods and procedures that will be used to gather and analyze data. It helps companies in learning more about audiences and markets. There are several different types of research designs. Each type has its own strengths and limitations, and choosing the right design for a particular project can be challenging.

Experimental Design

Experimental design is a type of research design that involves manipulating one or more independent variables to observe their effect on a dependent variable. The goal of experimental design is to establish causality. That means companies have to determine if changes in the independent variable cause changes in the dependent variable. Experimental design is often used in scientific research. This research design type can also be applied to other fields, such as marketing and social sciences.

Quasi-Experimental Design

A quasi-experimental design is similar to an experimental design. The main difference is that it doesn’t involve the random assignment of participants to conditions. This type of design is often used when it is not possible or practical to randomly assign participants to conditions. That’s the case with studies of natural phenomena or human behavior. Quasi-experimental design can provide valuable insights. This research design type is often limited by the potential for confounding variables, or variables that may affect the results.

Survey Design

Survey design involves collecting data from a sample of individuals. That’s done by using a questionnaire or survey instrument. Surveys can be used to gather information about a variety of topics. That includes attitudes, beliefs, behaviors, and demographic information. Survey design is a flexible research method. This method can be applied to a wide range of subjects. It tends to be used in fields such as marketing, social sciences, and public health.

Case Study Design

Case study design involves a detailed investigation of a single case or a small number of cases. The goal of case study design is to gain an in-depth understanding of a particular phenomenon or event. Case studies are often used in fields such as business, education, and psychology. This research design type can provide valuable insights into complex problems.

Cross-Sectional Design

Cross-sectional design involves collecting data from a sample of individuals at a single point in time. This type of design is often used to gather information about a specific population or to compare different groups. The cross-sectional design is a useful method for gaining a snapshot of a population. It’s limited by its inability to capture changes over a longer period of time.

Longitudinal Design

Longitudinal design involves collecting data from a sample of individuals over an extended period of time. This type of design allows researchers to track changes in the population and to examine patterns over time. A longitudinal design is often used in fields such as psychology, sociology, and epidemiology. It’s a powerful tool for understanding complex phenomena.

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Case Studies

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Imagine it's your birthday and you come home to find your family has bought you your favourite cake, as they do every year.

Now imagine that your neighbour, on their birthday, cuts into a large apple pie instead of a cake. Everyone on your street gets cakes on their birthday except this one neighbour. This intrigues you and you start researching this unusual tradition. Why not a birthday cake? Is there some cultural or historical significance behind celebrating with a pie? If so, why is it an apple pie? Would having a cherry pie, for example, hold the same meaning?

The point of this (seemingly random) scenario is to understand why researchers may choose to use case studies in their research. To give you a good understanding of case studies, we will be looking at:

Definition of case study research

Case studies are a research method sometimes used by sociologists. Research that takes the form of a case study can also be called a case study design. Let's examine the definition of a case study.

Description of case studies

Case studies are used in a wide range of academic research areas. For instance, they can be used to study the intricacies of a particular medical phenomenon or to investigate a certain historical event.

In social research, such as in sociology, case studies are a good way to investigate social phenomena or to understand how certain processes and groups within society operate.

A researcher could study the details of a serial killer's deviance (focusing on one individual) or explore the integration of asylum seekers and refugees in a particular neighbourhood (focusing on a specific group of people).

Let's consider some common features or characteristics of case studies.

Methodology of case studies

Case studies can use methodological pluralism (using a wide range of research methods) to achieve triangulation (cross-checking of data to increase validity).

Due to the use of methodological pluralism, case studies can produce both quantitative and qualitative data.

Case studies can sometimes also be longitudinal studies (researchers studying the data at regular intervals over a long period of time).

The sample of the case study (the person, group, event, etc that is being studied) is often chosen because they are unique or exceptional in some way, and researchers want to learn more. For instance, researchers may choose to study a group of 15 delinquent children in a certain school because they deviate from behavioural norms.

Data found from case studies can be used to formulate new social theories or to test the validity of existing theories.

Check out Longitudinal Studies for more information.

Because case studies have a narrow focus , they are not used to make wider claims about populations. However, although the focus is narrow, the scope of the project can be very extensive, e.g. if a researcher is studying a person's social development throughout childhood and adolescence.

Using case studies with other research methods

Case studies can be used to follow up on a survey to provide more depth to the investigation. A case study can also precede a survey to establish whether a phenomenon merits further research.

Methodological pluralism in case studies

Researchers can use methodological pluralism in case studies to obtain a wide range of data using a wide range of research methods. Although the research methods used vary from case to case, they may include the following:

Questionnaires

Observations

Examining videos and photos

Studying documents such as historical records or letters

Examples of case studies

Case studies are relevant not only to sociology but to many different fields, including history, politics, economics, law, and the media . Some well-known examples of case studies include research on:

A community

Karen O'Reilly's (2000) and Michaela Benson's (2011) research of expatriate Briton communities in Costa del Sol, Spain. They examined groups of British people in Spain, who were notorious for being drunkards.

Researchers dove behind the stereotypes of British expatriates in Costa del Sol and studied their everyday experiences. They also studied expats' reasons for migrating to Spain and found complex accounts of expatriate life through interviews .

Stephen Ball's (1981) study into underperforming working-class students at Beachside Comprehensive examined in detail why working-class students were not performing well in school. Ball carried out participant observation at the school for three years. Upon observing two groups of students, he found there was some differentiation between students, which harmed working-class students' education.

An organisation

Simon Holdaway's (1982, 1983) study of police service, w hilst serving as a sergeant. Holdaway carried out a covert ethnographic study of police work in the London Metropolitan Police Service.

The study is considered ground-breaking. Holdaway is referred to by some sociologists as a police research pioneer.

Graham Allison's (1971) study of the Cuban Missile Crisis. He wrote the ' Essence of Decision: Explaining the Cuban Missile Crisis ', analysing the historical events of 1962.

It was used as a case study to study governmental and political decision-making in further detail. The book is well-known in the study of international relations.

Advantages and disadvantages of case study method in sociology

Gauging the suitability of a case study for a research project depends on several considerations.

Case Studies, Hand ticking an option on a survey, StudySmarter

Advantages of case studies

Interpretivist sociologists favour case studies because they generate detailed, qualitative data and bring in-depth insights to the investigation.

Case studies that use methodological pluralism are highly valid as they have achieved triangulation.

Researchers can gather both qualitative and quantitative data.

It is comparably cheaper to study a small sample compared to researching a large sample.

Disadvantages of case studies

Case studies are criticised by positivists for small and unrepresentative sample sizes, meaning that findings cannot be generalised to the wider population.

Positivists also state case studies are difficult to replicate because of the unique circumstances of each case study.

Researcher bias and influence may affect the validity of the findings.

It can still be expensive and time-consuming to carry out a case study.

Depending on the nature of the case study, there may be ethical concerns , especially around sensitive information.

Case Studies - Key takeaways

Frequently Asked Questions about Case Studies

--> what is a case study.

A case study is an in-depth investigation focused on an individual person, group, community, organisation, situation, or event. 

--> What is the purpose of case study research?

Case studies are used in a wide range of academic research areas. For instance, they can be used to study the intricacies of a particular medical phenomenon or to investigate a certain historical event. 

--> What is case study research?

Case study research is research obtained through the case study design. A case study design is a research method.

--> Why is the case study method used in sociology?

--> how do you write a case study.

To write a case study, one must choose a topic, pick a methodology, choose a sample, conduct the study, analyse their data, and write up their findings.

Final Case Studies Quiz

What are case studies?

Show answer

Case studies are in-depth investigations focused on an individual person, group, community, organisation, situation, or event.  

Show question

Research that takes the form of a case study can also be called a _____.

Case study design

What is methodological pluralism?

Methodological pluralism is the use of a wide range of research methods.

Why do case studies use methodological pluralism?

To achieve triangulation.

Case studies can only produce qualitative data. True or false?

How can data from case studies be used?

Data found from case studies can be used to formulate new social theories of to test the validity of existing theories.

Case studies have a ____ focus but ____ scope.

Narrow, extensive.

A researcher wants to study 100 delinquent schoolchildren. Why might it not be a good idea to use a case study design?

Any of the following:

Which kind of sociologists favour case studies and why?

Interpretivist sociologists favour case studies because they generate detailed, qualitative data and bring in-depth insights into the investigation. 

Case studies that use methodological pluralism are high in _____ as they have achieved triangulation.

It is often comparably cheaper to study a small sample compared to a large sample. True or false?

What kind of sociologists criticise case studies and why?

Case studies are criticised by positivists for small and unrepresentative sample sizes, meaning that findings cannot be generalised to the wider population. 

According to positivists, why are case studies difficult to replicate?

Positivists state case studies are difficult to replicate because of the unique circumstances of each case study.

What can affect the validity of the findings of a case study?

Researcher bias and influence.

In sociology, what are case studies good for?

Case studies are a good way to investigate social phenomena or to understand how certain processes and groups within society operate.

of the users don't pass the Case Studies quiz! Will you pass the quiz?

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Analysis of students’ online learning engagement during the covid-19 pandemic: a case study of a spoc-based geography education undergraduate course.

research case study method

1. Introduction

2. literature review, 2.1. online learning, 2.2. small-scale private online course (spoc), 2.3. online learning engagement, 3. research method, 3.1. online learning engagement model dimensions, 3.1.1. cognitive engagement dimension, 3.1.2. behavioral engagement dimension, 3.1.3. emotional engagement dimension, 3.1.4. social engagement dimension, 3.2. online learning engagement model construction, 3.2.1. cognitive engagement based on content analysis, 3.2.2. behavioral engagement based on learning platform data analysis, 3.2.3. emotional engagement based on self-report analysis, 3.2.4. social engagement based on social networking analysis, 4. data sources, 5.1. descriptive analysis of online learning engagements, 5.2. the relationship between online learning engagements and learning performance, 6. discussion, 6.1. engagement in higher-order cognitive learning is obviously insufficient, 6.2. knowledge reprocessing behavior promotes learning performance, 6.3. positive emotional engagement is beneficial to learning, 6.4. social engagement has great potential to improve learning performance, author contributions, institutional review board statement, informed consent statement, data availability statement, conflicts of interest.

Share and Cite

Zhu, X.; Gong, Q.; Wang, Q.; He, Y.; Sun, Z.; Liu, F. Analysis of Students’ Online Learning Engagement during the COVID-19 Pandemic: A Case Study of a SPOC-Based Geography Education Undergraduate Course. Sustainability 2023 , 15 , 4544. https://doi.org/10.3390/su15054544

Zhu X, Gong Q, Wang Q, He Y, Sun Z, Liu F. Analysis of Students’ Online Learning Engagement during the COVID-19 Pandemic: A Case Study of a SPOC-Based Geography Education Undergraduate Course. Sustainability . 2023; 15(5):4544. https://doi.org/10.3390/su15054544

Zhu, Xuemei, Qian Gong, Qi Wang, Yongjie He, Ziqi Sun, and Feifei Liu. 2023. "Analysis of Students’ Online Learning Engagement during the COVID-19 Pandemic: A Case Study of a SPOC-Based Geography Education Undergraduate Course" Sustainability 15, no. 5: 4544. https://doi.org/10.3390/su15054544

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COMMENTS

  1. What Is a Case Study?

    Step 1: Select a case Step 2: Build a theoretical framework Step 3: Collect your data Step 4: Describe and analyze the case When to do a case study A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject.

  2. Case Study

    Case study is a research method that involves an in-depth, detailed examination of a single unit, such as an individual, family, group, organization, community, or event. Case studies are usually conducted by sociologists, psychologists, historians, anthropologists, or researchers from other social science disciplines.

  3. (PDF) Case study as a research method

    One of the reasons for the recognition of the case study as a research method arises from the researchers' concern to study social problems through a holistic view, thus achieving deeper...

  4. Case Study Method: A Step-by-Step Guide for Business Researchers

    Case study method is the most widely used method in academia for researchers interested in qualitative research (Baskarada, 2014).Research students select the case study as a method without understanding array of factors that can affect the outcome of their research.

  5. Case Study Research: Methods and Designs

    The case study method can be divided into three stages: formulation of objectives; collection of data; and analysis and interpretation. The researcher first makes a judgment about what should be studied based on their knowledge. Next, they gather data through observations and interviews. Here are some of the common case study research methods: 1.

  6. PDF A (VERY) BRIEF REFRESHER ON THE CASE STUDY METHOD

    CHAPTER 1. A (VERY) BRIEF REFRESHER ON THE CASE STUDY METHOD 5 different research methods, including the case study method, can be determined by the kind of research question that a study is trying to address (e.g., Shavelson & Towne, 2002, pp. 99-106). Accordingly, case studies are pertinent when your

  7. Case Study Methodology of Qualitative Research: Key Attributes and

    The following key attributes of the case study methodology can be underlined. 1. Case study is a research strategy, and not just a method/technique/process of data collection. 2. A case study involves a detailed study of the concerned unit of analysis within its natural setting. A de-contextualised study has no relevance in a case study research.

  8. Case Study: Definition, Examples, Types, and How to Write

    A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.

  9. Case Study Research Method in Psychology

    The case study is not itself a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies. Example Case studies are widely used in psychology, and amongst the best known were the ones carried out by Sigmund Freud, including Anna O and Little Hans.

  10. Case Study Research: Design and Methods

    Providing a complete portal to the world of case study research, the Fourth Edition of Robert K. Yin's bestselling text Case Study Research offers comprehensive coverage of the design and use of the case study method as a valid research tool.This thoroughly revised text now covers more than 50 case studies (approximately 25% new), gives fresh attention to quantitative analyses, discusses ...

  11. Case Study Research

    In social studies, the case study is a research method in which a phenomenon is investigated in its real-life context. It's an empirical inquiry and research strategy that is based on an in-depth investigation of a group, event, or individual to explore the underlying principles causes.

  12. (PDF) The case study as a type of qualitative research

    A case study occurs when a researcher investigates an entity or phenomenon (case) using various data collection techniques and collects detailed information during the period (Starman, 2013;...

  13. What the Case Study Method Really Teaches

    Summary. It's been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in ...

  14. (PDF) Case Study Method

    (PDF) Case Study Method Home Pediatrics Case Reports Case Study Method October 2020 Publisher: e-PG Pathshala INFLIBNET Centre Authors: Ksh Beliya Luxmi Devi Manipur University Abstract and...

  15. Case Study Research Design

    The other main thing to remember during case studies is their flexibility. Whilst a pure scientist is trying to prove or disprove a hypothesis, a case study might introduce new and unexpected results during its course, and lead to research taking new directions. The argument between case study and statistical method also appears to be one of ...

  16. (PDF) Development Method For Determining The Law Of Indonesian Ulama

    Indonesian Ulama Council law-making method in the case of f atwas in the legal and. ... Studies of this research focuses on texts fatwa issued by MUI on Ahmadiyya sect in 1980 and 2005. This study ...

  17. PDF Case Study Research Design And Methods Yin Pdf ; Full PDF

    Case Study Research Design And Methods Yin Pdf is universally compatible past any devices to read. yin robert k case study research design and methods web case study research yin carefully distinguishes between single and multiple case stu dies comparing a single case study with an experiment yin maintains that single case studies are relevant ...

  18. Case Study Research & Examples

    A case study is a method that investigates an occurrence, or case, in a real-life setting. The purpose of conducting a case study is to understand the participant's experience or to...

  19. UCSF Guides: Qualitative Research Guide: Case Studies

    According to the book Understanding Case Study Research, case studies are "small scale research with meaning" that generally involve the following: The study of a particular case, or a number of cases. ... This article defends case study methodology as an appropriate methodology, giving a description, the process and its strengths and weaknesses.

  20. Patient care, integration and collaboration of physician associates in

    2.3 Study design. A mixed method convergent parallel (Creswell, 2011) case study design (Yin, 2009) was chosen. The study was informed by a pragmatic realist approach to understand how people perform within their work system (Robson, 2002). 2.3.1 Setting. Three NHS acute hospitals in a rural area of the UK where PAs have been employed since 2018.

  21. What is a case study?

    Case study is a research methodology, typically seen in social and life sciences. There is no one definition of case study research.1 However, very simply… 'a case study can be defined as an intensive study about a person, a group of people or a unit, which is aimed to generalize over several units'.1 A case study has also been described as an intensive, systematic investigation of a ...

  22. Case Study

    A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research. A case study research design usually involves qualitative methods, but quantitative methods are sometimes also used.

  23. Case Study Examples

    Case study methods are used by researchers in many disciplines. Here are some open-access articles about multimodal qualitative or mixed methods designs that include both qualitative and quantitative elements. Q1, January 2023, Case Methods Designing research with case study methods Case study methodology is both unique, and uniquely confusing.

  24. Types of Research Designs

    Survey design is a flexible research method. This method can be applied to a wide range of subjects. It tends to be used in fields such as marketing, social sciences, and public health. Case Study ...

  25. Case Studies: Definition, Methodology & Examples

    Case studies are a research method sometimes used by sociologists. Research that takes the form of a case study can also be called a case study design. Let's examine the definition of a case study. Case studies are in-depth investigations focused on an individual person, group, community, organisation, situation, or event.

  26. Sustainability

    With the long-lasting impact of the COVID-19 pandemic, online learning has gradually become one of the mainstream learning methods in Chinese universities. The effectiveness of online learning is significantly influenced by learning engagement, and studies into this topic can help learners by providing them with process-based learning support and focused teaching interventions. Based on the ...