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Descriptive Research Design – Types, Methods and Examples

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Descriptive Research Design

Descriptive Research Design

Definition:

Descriptive research design is a type of research methodology that aims to describe or document the characteristics, behaviors, attitudes, opinions, or perceptions of a group or population being studied.

Descriptive research design does not attempt to establish cause-and-effect relationships between variables or make predictions about future outcomes. Instead, it focuses on providing a detailed and accurate representation of the data collected, which can be useful for generating hypotheses, exploring trends, and identifying patterns in the data.

Types of Descriptive Research Design

Types of Descriptive Research Design are as follows:

Cross-sectional Study

This involves collecting data at a single point in time from a sample or population to describe their characteristics or behaviors. For example, a researcher may conduct a cross-sectional study to investigate the prevalence of certain health conditions among a population, or to describe the attitudes and beliefs of a particular group.

Longitudinal Study

This involves collecting data over an extended period of time, often through repeated observations or surveys of the same group or population. Longitudinal studies can be used to track changes in attitudes, behaviors, or outcomes over time, or to investigate the effects of interventions or treatments.

This involves an in-depth examination of a single individual, group, or situation to gain a detailed understanding of its characteristics or dynamics. Case studies are often used in psychology, sociology, and business to explore complex phenomena or to generate hypotheses for further research.

Survey Research

This involves collecting data from a sample or population through standardized questionnaires or interviews. Surveys can be used to describe attitudes, opinions, behaviors, or demographic characteristics of a group, and can be conducted in person, by phone, or online.

Observational Research

This involves observing and documenting the behavior or interactions of individuals or groups in a natural or controlled setting. Observational studies can be used to describe social, cultural, or environmental phenomena, or to investigate the effects of interventions or treatments.

Correlational Research

This involves examining the relationships between two or more variables to describe their patterns or associations. Correlational studies can be used to identify potential causal relationships or to explore the strength and direction of relationships between variables.

Data Analysis Methods

Descriptive research design data analysis methods depend on the type of data collected and the research question being addressed. Here are some common methods of data analysis for descriptive research:

Descriptive Statistics

This method involves analyzing data to summarize and describe the key features of a sample or population. Descriptive statistics can include measures of central tendency (e.g., mean, median, mode) and measures of variability (e.g., range, standard deviation).

Cross-tabulation

This method involves analyzing data by creating a table that shows the frequency of two or more variables together. Cross-tabulation can help identify patterns or relationships between variables.

Content Analysis

This method involves analyzing qualitative data (e.g., text, images, audio) to identify themes, patterns, or trends. Content analysis can be used to describe the characteristics of a sample or population, or to identify factors that influence attitudes or behaviors.

Qualitative Coding

This method involves analyzing qualitative data by assigning codes to segments of data based on their meaning or content. Qualitative coding can be used to identify common themes, patterns, or categories within the data.

Visualization

This method involves creating graphs or charts to represent data visually. Visualization can help identify patterns or relationships between variables and make it easier to communicate findings to others.

Comparative Analysis

This method involves comparing data across different groups or time periods to identify similarities and differences. Comparative analysis can help describe changes in attitudes or behaviors over time or differences between subgroups within a population.

Applications of Descriptive Research Design

Descriptive research design has numerous applications in various fields. Some of the common applications of descriptive research design are:

  • Market research: Descriptive research design is widely used in market research to understand consumer preferences, behavior, and attitudes. This helps companies to develop new products and services, improve marketing strategies, and increase customer satisfaction.
  • Health research: Descriptive research design is used in health research to describe the prevalence and distribution of a disease or health condition in a population. This helps healthcare providers to develop prevention and treatment strategies.
  • Educational research: Descriptive research design is used in educational research to describe the performance of students, schools, or educational programs. This helps educators to improve teaching methods and develop effective educational programs.
  • Social science research: Descriptive research design is used in social science research to describe social phenomena such as cultural norms, values, and beliefs. This helps researchers to understand social behavior and develop effective policies.
  • Public opinion research: Descriptive research design is used in public opinion research to understand the opinions and attitudes of the general public on various issues. This helps policymakers to develop effective policies that are aligned with public opinion.
  • Environmental research: Descriptive research design is used in environmental research to describe the environmental conditions of a particular region or ecosystem. This helps policymakers and environmentalists to develop effective conservation and preservation strategies.

Descriptive Research Design Examples

Here are some real-time examples of descriptive research designs:

  • A restaurant chain wants to understand the demographics and attitudes of its customers. They conduct a survey asking customers about their age, gender, income, frequency of visits, favorite menu items, and overall satisfaction. The survey data is analyzed using descriptive statistics and cross-tabulation to describe the characteristics of their customer base.
  • A medical researcher wants to describe the prevalence and risk factors of a particular disease in a population. They conduct a cross-sectional study in which they collect data from a sample of individuals using a standardized questionnaire. The data is analyzed using descriptive statistics and cross-tabulation to identify patterns in the prevalence and risk factors of the disease.
  • An education researcher wants to describe the learning outcomes of students in a particular school district. They collect test scores from a representative sample of students in the district and use descriptive statistics to calculate the mean, median, and standard deviation of the scores. They also create visualizations such as histograms and box plots to show the distribution of scores.
  • A marketing team wants to understand the attitudes and behaviors of consumers towards a new product. They conduct a series of focus groups and use qualitative coding to identify common themes and patterns in the data. They also create visualizations such as word clouds to show the most frequently mentioned topics.
  • An environmental scientist wants to describe the biodiversity of a particular ecosystem. They conduct an observational study in which they collect data on the species and abundance of plants and animals in the ecosystem. The data is analyzed using descriptive statistics to describe the diversity and richness of the ecosystem.

How to Conduct Descriptive Research Design

To conduct a descriptive research design, you can follow these general steps:

  • Define your research question: Clearly define the research question or problem that you want to address. Your research question should be specific and focused to guide your data collection and analysis.
  • Choose your research method: Select the most appropriate research method for your research question. As discussed earlier, common research methods for descriptive research include surveys, case studies, observational studies, cross-sectional studies, and longitudinal studies.
  • Design your study: Plan the details of your study, including the sampling strategy, data collection methods, and data analysis plan. Determine the sample size and sampling method, decide on the data collection tools (such as questionnaires, interviews, or observations), and outline your data analysis plan.
  • Collect data: Collect data from your sample or population using the data collection tools you have chosen. Ensure that you follow ethical guidelines for research and obtain informed consent from participants.
  • Analyze data: Use appropriate statistical or qualitative analysis methods to analyze your data. As discussed earlier, common data analysis methods for descriptive research include descriptive statistics, cross-tabulation, content analysis, qualitative coding, visualization, and comparative analysis.
  • I nterpret results: Interpret your findings in light of your research question and objectives. Identify patterns, trends, and relationships in the data, and describe the characteristics of your sample or population.
  • Draw conclusions and report results: Draw conclusions based on your analysis and interpretation of the data. Report your results in a clear and concise manner, using appropriate tables, graphs, or figures to present your findings. Ensure that your report follows accepted research standards and guidelines.

When to Use Descriptive Research Design

Descriptive research design is used in situations where the researcher wants to describe a population or phenomenon in detail. It is used to gather information about the current status or condition of a group or phenomenon without making any causal inferences. Descriptive research design is useful in the following situations:

  • Exploratory research: Descriptive research design is often used in exploratory research to gain an initial understanding of a phenomenon or population.
  • Identifying trends: Descriptive research design can be used to identify trends or patterns in a population, such as changes in consumer behavior or attitudes over time.
  • Market research: Descriptive research design is commonly used in market research to understand consumer preferences, behavior, and attitudes.
  • Health research: Descriptive research design is useful in health research to describe the prevalence and distribution of a disease or health condition in a population.
  • Social science research: Descriptive research design is used in social science research to describe social phenomena such as cultural norms, values, and beliefs.
  • Educational research: Descriptive research design is used in educational research to describe the performance of students, schools, or educational programs.

Purpose of Descriptive Research Design

The main purpose of descriptive research design is to describe and measure the characteristics of a population or phenomenon in a systematic and objective manner. It involves collecting data that describe the current status or condition of the population or phenomenon of interest, without manipulating or altering any variables.

The purpose of descriptive research design can be summarized as follows:

  • To provide an accurate description of a population or phenomenon: Descriptive research design aims to provide a comprehensive and accurate description of a population or phenomenon of interest. This can help researchers to develop a better understanding of the characteristics of the population or phenomenon.
  • To identify trends and patterns: Descriptive research design can help researchers to identify trends and patterns in the data, such as changes in behavior or attitudes over time. This can be useful for making predictions and developing strategies.
  • To generate hypotheses: Descriptive research design can be used to generate hypotheses or research questions that can be tested in future studies. For example, if a descriptive study finds a correlation between two variables, this could lead to the development of a hypothesis about the causal relationship between the variables.
  • To establish a baseline: Descriptive research design can establish a baseline or starting point for future research. This can be useful for comparing data from different time periods or populations.

Characteristics of Descriptive Research Design

Descriptive research design has several key characteristics that distinguish it from other research designs. Some of the main characteristics of descriptive research design are:

  • Objective : Descriptive research design is objective in nature, which means that it focuses on collecting factual and accurate data without any personal bias. The researcher aims to report the data objectively without any personal interpretation.
  • Non-experimental: Descriptive research design is non-experimental, which means that the researcher does not manipulate any variables. The researcher simply observes and records the behavior or characteristics of the population or phenomenon of interest.
  • Quantitative : Descriptive research design is quantitative in nature, which means that it involves collecting numerical data that can be analyzed using statistical techniques. This helps to provide a more precise and accurate description of the population or phenomenon.
  • Cross-sectional: Descriptive research design is often cross-sectional, which means that the data is collected at a single point in time. This can be useful for understanding the current state of the population or phenomenon, but it may not provide information about changes over time.
  • Large sample size: Descriptive research design typically involves a large sample size, which helps to ensure that the data is representative of the population of interest. A large sample size also helps to increase the reliability and validity of the data.
  • Systematic and structured: Descriptive research design involves a systematic and structured approach to data collection, which helps to ensure that the data is accurate and reliable. This involves using standardized procedures for data collection, such as surveys, questionnaires, or observation checklists.

Advantages of Descriptive Research Design

Descriptive research design has several advantages that make it a popular choice for researchers. Some of the main advantages of descriptive research design are:

  • Provides an accurate description: Descriptive research design is focused on accurately describing the characteristics of a population or phenomenon. This can help researchers to develop a better understanding of the subject of interest.
  • Easy to conduct: Descriptive research design is relatively easy to conduct and requires minimal resources compared to other research designs. It can be conducted quickly and efficiently, and data can be collected through surveys, questionnaires, or observations.
  • Useful for generating hypotheses: Descriptive research design can be used to generate hypotheses or research questions that can be tested in future studies. For example, if a descriptive study finds a correlation between two variables, this could lead to the development of a hypothesis about the causal relationship between the variables.
  • Large sample size : Descriptive research design typically involves a large sample size, which helps to ensure that the data is representative of the population of interest. A large sample size also helps to increase the reliability and validity of the data.
  • Can be used to monitor changes : Descriptive research design can be used to monitor changes over time in a population or phenomenon. This can be useful for identifying trends and patterns, and for making predictions about future behavior or attitudes.
  • Can be used in a variety of fields : Descriptive research design can be used in a variety of fields, including social sciences, healthcare, business, and education.

Limitation of Descriptive Research Design

Descriptive research design also has some limitations that researchers should consider before using this design. Some of the main limitations of descriptive research design are:

  • Cannot establish cause and effect: Descriptive research design cannot establish cause and effect relationships between variables. It only provides a description of the characteristics of the population or phenomenon of interest.
  • Limited generalizability: The results of a descriptive study may not be generalizable to other populations or situations. This is because descriptive research design often involves a specific sample or situation, which may not be representative of the broader population.
  • Potential for bias: Descriptive research design can be subject to bias, particularly if the researcher is not objective in their data collection or interpretation. This can lead to inaccurate or incomplete descriptions of the population or phenomenon of interest.
  • Limited depth: Descriptive research design may provide a superficial description of the population or phenomenon of interest. It does not delve into the underlying causes or mechanisms behind the observed behavior or characteristics.
  • Limited utility for theory development: Descriptive research design may not be useful for developing theories about the relationship between variables. It only provides a description of the variables themselves.
  • Relies on self-report data: Descriptive research design often relies on self-report data, such as surveys or questionnaires. This type of data may be subject to biases, such as social desirability bias or recall bias.

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  • Descriptive Research | Definition, Types, Methods & Examples

Descriptive Research | Definition, Types, Methods & Examples

Published on May 15, 2019 by Shona McCombes . Revised on June 22, 2023.

Descriptive research aims to accurately and systematically describe a population, situation or phenomenon. It can answer what , where , when and how   questions , but not why questions.

A descriptive research design can use a wide variety of research methods  to investigate one or more variables . Unlike in experimental research , the researcher does not control or manipulate any of the variables, but only observes and measures them.

Table of contents

When to use a descriptive research design, descriptive research methods, other interesting articles.

Descriptive research is an appropriate choice when the research aim is to identify characteristics, frequencies, trends, and categories.

It is useful when not much is known yet about the topic or problem. Before you can research why something happens, you need to understand how, when and where it happens.

Descriptive research question examples

  • How has the Amsterdam housing market changed over the past 20 years?
  • Do customers of company X prefer product X or product Y?
  • What are the main genetic, behavioural and morphological differences between European wildcats and domestic cats?
  • What are the most popular online news sources among under-18s?
  • How prevalent is disease A in population B?

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Descriptive research is usually defined as a type of quantitative research , though qualitative research can also be used for descriptive purposes. The research design should be carefully developed to ensure that the results are valid and reliable .

Survey research allows you to gather large volumes of data that can be analyzed for frequencies, averages and patterns. Common uses of surveys include:

  • Describing the demographics of a country or region
  • Gauging public opinion on political and social topics
  • Evaluating satisfaction with a company’s products or an organization’s services

Observations

Observations allow you to gather data on behaviours and phenomena without having to rely on the honesty and accuracy of respondents. This method is often used by psychological, social and market researchers to understand how people act in real-life situations.

Observation of physical entities and phenomena is also an important part of research in the natural sciences. Before you can develop testable hypotheses , models or theories, it’s necessary to observe and systematically describe the subject under investigation.

Case studies

A case study can be used to describe the characteristics of a specific subject (such as a person, group, event or organization). Instead of gathering a large volume of data to identify patterns across time or location, case studies gather detailed data to identify the characteristics of a narrowly defined subject.

Rather than aiming to describe generalizable facts, case studies often focus on unusual or interesting cases that challenge assumptions, add complexity, or reveal something new about a research problem .

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Normal distribution
  • Degrees of freedom
  • Null hypothesis
  • Discourse analysis
  • Control groups
  • Mixed methods research
  • Non-probability sampling
  • Quantitative research
  • Ecological validity

Research bias

  • Rosenthal effect
  • Implicit bias
  • Cognitive bias
  • Selection bias
  • Negativity bias
  • Status quo bias

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What is Descriptive Research? Definition, Methods, Types and Examples

What is Descriptive Research? Definition, Methods, Types and Examples

Descriptive research is a methodological approach that seeks to depict the characteristics of a phenomenon or subject under investigation. In scientific inquiry, it serves as a foundational tool for researchers aiming to observe, record, and analyze the intricate details of a particular topic. This method provides a rich and detailed account that aids in understanding, categorizing, and interpreting the subject matter.

Descriptive research design is widely employed across diverse fields, and its primary objective is to systematically observe and document all variables and conditions influencing the phenomenon.

After this descriptive research definition, let’s look at this example. Consider a researcher working on climate change adaptation, who wants to understand water management trends in an arid village in a specific study area. She must conduct a demographic survey of the region, gather population data, and then conduct descriptive research on this demographic segment. The study will then uncover details on “what are the water management practices and trends in village X.” Note, however, that it will not cover any investigative information about “why” the patterns exist.

Table of Contents

What is descriptive research?

If you’ve been wondering “What is descriptive research,” we’ve got you covered in this post! In a nutshell, descriptive research is an exploratory research method that helps a researcher describe a population, circumstance, or phenomenon. It can help answer what , where , when and how questions, but not why questions. In other words, it does not involve changing the study variables and does not seek to establish cause-and-effect relationships.

descriptive research design paper

Importance of descriptive research

Now, let’s delve into the importance of descriptive research. This research method acts as the cornerstone for various academic and applied disciplines. Its primary significance lies in its ability to provide a comprehensive overview of a phenomenon, enabling researchers to gain a nuanced understanding of the variables at play. This method aids in forming hypotheses, generating insights, and laying the groundwork for further in-depth investigations. The following points further illustrate its importance:

Provides insights into a population or phenomenon: Descriptive research furnishes a comprehensive overview of the characteristics and behaviors of a specific population or phenomenon, thereby guiding and shaping the research project.

Offers baseline data: The data acquired through this type of research acts as a reference for subsequent investigations, laying the groundwork for further studies.

Allows validation of sampling methods: Descriptive research validates sampling methods, aiding in the selection of the most effective approach for the study.

Helps reduce time and costs: It is cost-effective and time-efficient, making this an economical means of gathering information about a specific population or phenomenon.

Ensures replicability: Descriptive research is easily replicable, ensuring a reliable way to collect and compare information from various sources.

When to use descriptive research design?

Determining when to use descriptive research depends on the nature of the research question. Before diving into the reasons behind an occurrence, understanding the how, when, and where aspects is essential. Descriptive research design is a suitable option when the research objective is to discern characteristics, frequencies, trends, and categories without manipulating variables. It is therefore often employed in the initial stages of a study before progressing to more complex research designs. To put it in another way, descriptive research precedes the hypotheses of explanatory research. It is particularly valuable when there is limited existing knowledge about the subject.

Some examples are as follows, highlighting that these questions would arise before a clear outline of the research plan is established:

  • In the last two decades, what changes have occurred in patterns of urban gardening in Mumbai?
  • What are the differences in climate change perceptions of farmers in coastal versus inland villages in the Philippines?

Characteristics of descriptive research

Coming to the characteristics of descriptive research, this approach is characterized by its focus on observing and documenting the features of a subject. Specific characteristics are as below.

  • Quantitative nature: Some descriptive research types involve quantitative research methods to gather quantifiable information for statistical analysis of the population sample.
  • Qualitative nature: Some descriptive research examples include those using the qualitative research method to describe or explain the research problem.
  • Observational nature: This approach is non-invasive and observational because the study variables remain untouched. Researchers merely observe and report, without introducing interventions that could impact the subject(s).
  • Cross-sectional nature: In descriptive research, different sections belonging to the same group are studied, providing a “snapshot” of sorts.
  • Springboard for further research: The data collected are further studied and analyzed using different research techniques. This approach helps guide the suitable research methods to be employed.

Types of descriptive research

There are various descriptive research types, each suited to different research objectives. Take a look at the different types below.

  • Surveys: This involves collecting data through questionnaires or interviews to gather qualitative and quantitative data.
  • Observational studies: This involves observing and collecting data on a particular population or phenomenon without influencing the study variables or manipulating the conditions. These may be further divided into cohort studies, case studies, and cross-sectional studies:
  • Cohort studies: Also known as longitudinal studies, these studies involve the collection of data over an extended period, allowing researchers to track changes and trends.
  • Case studies: These deal with a single individual, group, or event, which might be rare or unusual.
  • Cross-sectional studies : A researcher collects data at a single point in time, in order to obtain a snapshot of a specific moment.
  • Focus groups: In this approach, a small group of people are brought together to discuss a topic. The researcher moderates and records the group discussion. This can also be considered a “participatory” observational method.
  • Descriptive classification: Relevant to the biological sciences, this type of approach may be used to classify living organisms.

Descriptive research methods

Several descriptive research methods can be employed, and these are more or less similar to the types of approaches mentioned above.

  • Surveys: This method involves the collection of data through questionnaires or interviews. Surveys may be done online or offline, and the target subjects might be hyper-local, regional, or global.
  • Observational studies: These entail the direct observation of subjects in their natural environment. These include case studies, dealing with a single case or individual, as well as cross-sectional and longitudinal studies, for a glimpse into a population or changes in trends over time, respectively. Participatory observational studies such as focus group discussions may also fall under this method.

Researchers must carefully consider descriptive research methods, types, and examples to harness their full potential in contributing to scientific knowledge.

Examples of descriptive research

Now, let’s consider some descriptive research examples.

  • In social sciences, an example could be a study analyzing the demographics of a specific community to understand its socio-economic characteristics.
  • In business, a market research survey aiming to describe consumer preferences would be a descriptive study.
  • In ecology, a researcher might undertake a survey of all the types of monocots naturally occurring in a region and classify them up to species level.

These examples showcase the versatility of descriptive research across diverse fields.

Advantages of descriptive research

There are several advantages to this approach, which every researcher must be aware of. These are as follows:

  • Owing to the numerous descriptive research methods and types, primary data can be obtained in diverse ways and be used for developing a research hypothesis .
  • It is a versatile research method and allows flexibility.
  • Detailed and comprehensive information can be obtained because the data collected can be qualitative or quantitative.
  • It is carried out in the natural environment, which greatly minimizes certain types of bias and ethical concerns.
  • It is an inexpensive and efficient approach, even with large sample sizes

Disadvantages of descriptive research

On the other hand, this design has some drawbacks as well:

  • It is limited in its scope as it does not determine cause-and-effect relationships.
  • The approach does not generate new information and simply depends on existing data.
  • Study variables are not manipulated or controlled, and this limits the conclusions to be drawn.
  • Descriptive research findings may not be generalizable to other populations.
  • Finally, it offers a preliminary understanding rather than an in-depth understanding.

To reiterate, the advantages of descriptive research lie in its ability to provide a comprehensive overview, aid hypothesis generation, and serve as a preliminary step in the research process. However, its limitations include a potential lack of depth, inability to establish cause-and-effect relationships, and susceptibility to bias.

Frequently asked questions

When should researchers conduct descriptive research.

Descriptive research is most appropriate when researchers aim to portray and understand the characteristics of a phenomenon without manipulating variables. It is particularly valuable in the early stages of a study.

What is the difference between descriptive and exploratory research?

Descriptive research focuses on providing a detailed depiction of a phenomenon, while exploratory research aims to explore and generate insights into an issue where little is known.

What is the difference between descriptive and experimental research?

Descriptive research observes and documents without manipulating variables, whereas experimental research involves intentional interventions to establish cause-and-effect relationships.

Is descriptive research only for social sciences?

No, various descriptive research types may be applicable to all fields of study, including social science, humanities, physical science, and biological science.

How important is descriptive research?

The importance of descriptive research lies in its ability to provide a glimpse of the current state of a phenomenon, offering valuable insights and establishing a basic understanding. Further, the advantages of descriptive research include its capacity to offer a straightforward depiction of a situation or phenomenon, facilitate the identification of patterns or trends, and serve as a useful starting point for more in-depth investigations. Additionally, descriptive research can contribute to the development of hypotheses and guide the formulation of research questions for subsequent studies.

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Understanding Descriptive Research Designs and Methods

Siedlecki, Sandra L. PhD, RN, APRN-CNS, FAAN

Author Affiliation: Senior Nurse Scientist and Clinical Nurse Specialist, Office of Nursing Research & Innovation, Nursing Institute, Cleveland Clinic, Ohio.

The author reports no conflicts of interest.

Correspondence: Sandra L. Siedlecki, PhD, RN, APRN-CNS, 3271 Stillwater Dr, Medina, OH 44256 ( [email protected] ).

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Introduction

Before beginning your paper, you need to decide how you plan to design the study .

The research design refers to the overall strategy and analytical approach that you have chosen in order to integrate, in a coherent and logical way, the different components of the study, thus ensuring that the research problem will be thoroughly investigated. It constitutes the blueprint for the collection, measurement, and interpretation of information and data. Note that the research problem determines the type of design you choose, not the other way around!

De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Trochim, William M.K. Research Methods Knowledge Base. 2006.

General Structure and Writing Style

The function of a research design is to ensure that the evidence obtained enables you to effectively address the research problem logically and as unambiguously as possible . In social sciences research, obtaining information relevant to the research problem generally entails specifying the type of evidence needed to test the underlying assumptions of a theory, to evaluate a program, or to accurately describe and assess meaning related to an observable phenomenon.

With this in mind, a common mistake made by researchers is that they begin their investigations before they have thought critically about what information is required to address the research problem. Without attending to these design issues beforehand, the overall research problem will not be adequately addressed and any conclusions drawn will run the risk of being weak and unconvincing. As a consequence, the overall validity of the study will be undermined.

The length and complexity of describing the research design in your paper can vary considerably, but any well-developed description will achieve the following :

  • Identify the research problem clearly and justify its selection, particularly in relation to any valid alternative designs that could have been used,
  • Review and synthesize previously published literature associated with the research problem,
  • Clearly and explicitly specify hypotheses [i.e., research questions] central to the problem,
  • Effectively describe the information and/or data which will be necessary for an adequate testing of the hypotheses and explain how such information and/or data will be obtained, and
  • Describe the methods of analysis to be applied to the data in determining whether or not the hypotheses are true or false.

The research design is usually incorporated into the introduction of your paper . You can obtain an overall sense of what to do by reviewing studies that have utilized the same research design [e.g., using a case study approach]. This can help you develop an outline to follow for your own paper.

NOTE: Use the SAGE Research Methods Online and Cases and the SAGE Research Methods Videos databases to search for scholarly resources on how to apply specific research designs and methods . The Research Methods Online database contains links to more than 175,000 pages of SAGE publisher's book, journal, and reference content on quantitative, qualitative, and mixed research methodologies. Also included is a collection of case studies of social research projects that can be used to help you better understand abstract or complex methodological concepts. The Research Methods Videos database contains hours of tutorials, interviews, video case studies, and mini-documentaries covering the entire research process.

Creswell, John W. and J. David Creswell. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 5th edition. Thousand Oaks, CA: Sage, 2018; De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Leedy, Paul D. and Jeanne Ellis Ormrod. Practical Research: Planning and Design . Tenth edition. Boston, MA: Pearson, 2013; Vogt, W. Paul, Dianna C. Gardner, and Lynne M. Haeffele. When to Use What Research Design . New York: Guilford, 2012.

Action Research Design

Definition and Purpose

The essentials of action research design follow a characteristic cycle whereby initially an exploratory stance is adopted, where an understanding of a problem is developed and plans are made for some form of interventionary strategy. Then the intervention is carried out [the "action" in action research] during which time, pertinent observations are collected in various forms. The new interventional strategies are carried out, and this cyclic process repeats, continuing until a sufficient understanding of [or a valid implementation solution for] the problem is achieved. The protocol is iterative or cyclical in nature and is intended to foster deeper understanding of a given situation, starting with conceptualizing and particularizing the problem and moving through several interventions and evaluations.

What do these studies tell you ?

  • This is a collaborative and adaptive research design that lends itself to use in work or community situations.
  • Design focuses on pragmatic and solution-driven research outcomes rather than testing theories.
  • When practitioners use action research, it has the potential to increase the amount they learn consciously from their experience; the action research cycle can be regarded as a learning cycle.
  • Action research studies often have direct and obvious relevance to improving practice and advocating for change.
  • There are no hidden controls or preemption of direction by the researcher.

What these studies don't tell you ?

  • It is harder to do than conducting conventional research because the researcher takes on responsibilities of advocating for change as well as for researching the topic.
  • Action research is much harder to write up because it is less likely that you can use a standard format to report your findings effectively [i.e., data is often in the form of stories or observation].
  • Personal over-involvement of the researcher may bias research results.
  • The cyclic nature of action research to achieve its twin outcomes of action [e.g. change] and research [e.g. understanding] is time-consuming and complex to conduct.
  • Advocating for change usually requires buy-in from study participants.

Coghlan, David and Mary Brydon-Miller. The Sage Encyclopedia of Action Research . Thousand Oaks, CA:  Sage, 2014; Efron, Sara Efrat and Ruth Ravid. Action Research in Education: A Practical Guide . New York: Guilford, 2013; Gall, Meredith. Educational Research: An Introduction . Chapter 18, Action Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Kemmis, Stephen and Robin McTaggart. “Participatory Action Research.” In Handbook of Qualitative Research . Norman Denzin and Yvonna S. Lincoln, eds. 2nd ed. (Thousand Oaks, CA: SAGE, 2000), pp. 567-605; McNiff, Jean. Writing and Doing Action Research . London: Sage, 2014; Reason, Peter and Hilary Bradbury. Handbook of Action Research: Participative Inquiry and Practice . Thousand Oaks, CA: SAGE, 2001.

Case Study Design

A case study is an in-depth study of a particular research problem rather than a sweeping statistical survey or comprehensive comparative inquiry. It is often used to narrow down a very broad field of research into one or a few easily researchable examples. The case study research design is also useful for testing whether a specific theory and model actually applies to phenomena in the real world. It is a useful design when not much is known about an issue or phenomenon.

  • Approach excels at bringing us to an understanding of a complex issue through detailed contextual analysis of a limited number of events or conditions and their relationships.
  • A researcher using a case study design can apply a variety of methodologies and rely on a variety of sources to investigate a research problem.
  • Design can extend experience or add strength to what is already known through previous research.
  • Social scientists, in particular, make wide use of this research design to examine contemporary real-life situations and provide the basis for the application of concepts and theories and the extension of methodologies.
  • The design can provide detailed descriptions of specific and rare cases.
  • A single or small number of cases offers little basis for establishing reliability or to generalize the findings to a wider population of people, places, or things.
  • Intense exposure to the study of a case may bias a researcher's interpretation of the findings.
  • Design does not facilitate assessment of cause and effect relationships.
  • Vital information may be missing, making the case hard to interpret.
  • The case may not be representative or typical of the larger problem being investigated.
  • If the criteria for selecting a case is because it represents a very unusual or unique phenomenon or problem for study, then your interpretation of the findings can only apply to that particular case.

Case Studies. Writing@CSU. Colorado State University; Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 4, Flexible Methods: Case Study Design. 2nd ed. New York: Columbia University Press, 1999; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Greenhalgh, Trisha, editor. Case Study Evaluation: Past, Present and Future Challenges . Bingley, UK: Emerald Group Publishing, 2015; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Stake, Robert E. The Art of Case Study Research . Thousand Oaks, CA: SAGE, 1995; Yin, Robert K. Case Study Research: Design and Theory . Applied Social Research Methods Series, no. 5. 3rd ed. Thousand Oaks, CA: SAGE, 2003.

Causal Design

Causality studies may be thought of as understanding a phenomenon in terms of conditional statements in the form, “If X, then Y.” This type of research is used to measure what impact a specific change will have on existing norms and assumptions. Most social scientists seek causal explanations that reflect tests of hypotheses. Causal effect (nomothetic perspective) occurs when variation in one phenomenon, an independent variable, leads to or results, on average, in variation in another phenomenon, the dependent variable.

Conditions necessary for determining causality:

  • Empirical association -- a valid conclusion is based on finding an association between the independent variable and the dependent variable.
  • Appropriate time order -- to conclude that causation was involved, one must see that cases were exposed to variation in the independent variable before variation in the dependent variable.
  • Nonspuriousness -- a relationship between two variables that is not due to variation in a third variable.
  • Causality research designs assist researchers in understanding why the world works the way it does through the process of proving a causal link between variables and by the process of eliminating other possibilities.
  • Replication is possible.
  • There is greater confidence the study has internal validity due to the systematic subject selection and equity of groups being compared.
  • Not all relationships are causal! The possibility always exists that, by sheer coincidence, two unrelated events appear to be related [e.g., Punxatawney Phil could accurately predict the duration of Winter for five consecutive years but, the fact remains, he's just a big, furry rodent].
  • Conclusions about causal relationships are difficult to determine due to a variety of extraneous and confounding variables that exist in a social environment. This means causality can only be inferred, never proven.
  • If two variables are correlated, the cause must come before the effect. However, even though two variables might be causally related, it can sometimes be difficult to determine which variable comes first and, therefore, to establish which variable is the actual cause and which is the  actual effect.

Beach, Derek and Rasmus Brun Pedersen. Causal Case Study Methods: Foundations and Guidelines for Comparing, Matching, and Tracing . Ann Arbor, MI: University of Michigan Press, 2016; Bachman, Ronet. The Practice of Research in Criminology and Criminal Justice . Chapter 5, Causation and Research Designs. 3rd ed. Thousand Oaks, CA: Pine Forge Press, 2007; Brewer, Ernest W. and Jennifer Kubn. “Causal-Comparative Design.” In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 125-132; Causal Research Design: Experimentation. Anonymous SlideShare Presentation; Gall, Meredith. Educational Research: An Introduction . Chapter 11, Nonexperimental Research: Correlational Designs. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Trochim, William M.K. Research Methods Knowledge Base. 2006.

Cohort Design

Often used in the medical sciences, but also found in the applied social sciences, a cohort study generally refers to a study conducted over a period of time involving members of a population which the subject or representative member comes from, and who are united by some commonality or similarity. Using a quantitative framework, a cohort study makes note of statistical occurrence within a specialized subgroup, united by same or similar characteristics that are relevant to the research problem being investigated, rather than studying statistical occurrence within the general population. Using a qualitative framework, cohort studies generally gather data using methods of observation. Cohorts can be either "open" or "closed."

  • Open Cohort Studies [dynamic populations, such as the population of Los Angeles] involve a population that is defined just by the state of being a part of the study in question (and being monitored for the outcome). Date of entry and exit from the study is individually defined, therefore, the size of the study population is not constant. In open cohort studies, researchers can only calculate rate based data, such as, incidence rates and variants thereof.
  • Closed Cohort Studies [static populations, such as patients entered into a clinical trial] involve participants who enter into the study at one defining point in time and where it is presumed that no new participants can enter the cohort. Given this, the number of study participants remains constant (or can only decrease).
  • The use of cohorts is often mandatory because a randomized control study may be unethical. For example, you cannot deliberately expose people to asbestos, you can only study its effects on those who have already been exposed. Research that measures risk factors often relies upon cohort designs.
  • Because cohort studies measure potential causes before the outcome has occurred, they can demonstrate that these “causes” preceded the outcome, thereby avoiding the debate as to which is the cause and which is the effect.
  • Cohort analysis is highly flexible and can provide insight into effects over time and related to a variety of different types of changes [e.g., social, cultural, political, economic, etc.].
  • Either original data or secondary data can be used in this design.
  • In cases where a comparative analysis of two cohorts is made [e.g., studying the effects of one group exposed to asbestos and one that has not], a researcher cannot control for all other factors that might differ between the two groups. These factors are known as confounding variables.
  • Cohort studies can end up taking a long time to complete if the researcher must wait for the conditions of interest to develop within the group. This also increases the chance that key variables change during the course of the study, potentially impacting the validity of the findings.
  • Due to the lack of randominization in the cohort design, its external validity is lower than that of study designs where the researcher randomly assigns participants.

Healy P, Devane D. “Methodological Considerations in Cohort Study Designs.” Nurse Researcher 18 (2011): 32-36; Glenn, Norval D, editor. Cohort Analysis . 2nd edition. Thousand Oaks, CA: Sage, 2005; Levin, Kate Ann. Study Design IV: Cohort Studies. Evidence-Based Dentistry 7 (2003): 51–52; Payne, Geoff. “Cohort Study.” In The SAGE Dictionary of Social Research Methods . Victor Jupp, editor. (Thousand Oaks, CA: Sage, 2006), pp. 31-33; Study Design 101. Himmelfarb Health Sciences Library. George Washington University, November 2011; Cohort Study. Wikipedia.

Cross-Sectional Design

Cross-sectional research designs have three distinctive features: no time dimension; a reliance on existing differences rather than change following intervention; and, groups are selected based on existing differences rather than random allocation. The cross-sectional design can only measure differences between or from among a variety of people, subjects, or phenomena rather than a process of change. As such, researchers using this design can only employ a relatively passive approach to making causal inferences based on findings.

  • Cross-sectional studies provide a clear 'snapshot' of the outcome and the characteristics associated with it, at a specific point in time.
  • Unlike an experimental design, where there is an active intervention by the researcher to produce and measure change or to create differences, cross-sectional designs focus on studying and drawing inferences from existing differences between people, subjects, or phenomena.
  • Entails collecting data at and concerning one point in time. While longitudinal studies involve taking multiple measures over an extended period of time, cross-sectional research is focused on finding relationships between variables at one moment in time.
  • Groups identified for study are purposely selected based upon existing differences in the sample rather than seeking random sampling.
  • Cross-section studies are capable of using data from a large number of subjects and, unlike observational studies, is not geographically bound.
  • Can estimate prevalence of an outcome of interest because the sample is usually taken from the whole population.
  • Because cross-sectional designs generally use survey techniques to gather data, they are relatively inexpensive and take up little time to conduct.
  • Finding people, subjects, or phenomena to study that are very similar except in one specific variable can be difficult.
  • Results are static and time bound and, therefore, give no indication of a sequence of events or reveal historical or temporal contexts.
  • Studies cannot be utilized to establish cause and effect relationships.
  • This design only provides a snapshot of analysis so there is always the possibility that a study could have differing results if another time-frame had been chosen.
  • There is no follow up to the findings.

Bethlehem, Jelke. "7: Cross-sectional Research." In Research Methodology in the Social, Behavioural and Life Sciences . Herman J Adèr and Gideon J Mellenbergh, editors. (London, England: Sage, 1999), pp. 110-43; Bourque, Linda B. “Cross-Sectional Design.” In  The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman, and Tim Futing Liao. (Thousand Oaks, CA: 2004), pp. 230-231; Hall, John. “Cross-Sectional Survey Design.” In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 173-174; Helen Barratt, Maria Kirwan. Cross-Sectional Studies: Design Application, Strengths and Weaknesses of Cross-Sectional Studies. Healthknowledge, 2009. Cross-Sectional Study. Wikipedia.

Descriptive Design

Descriptive research designs help provide answers to the questions of who, what, when, where, and how associated with a particular research problem; a descriptive study cannot conclusively ascertain answers to why. Descriptive research is used to obtain information concerning the current status of the phenomena and to describe "what exists" with respect to variables or conditions in a situation.

  • The subject is being observed in a completely natural and unchanged natural environment. True experiments, whilst giving analyzable data, often adversely influence the normal behavior of the subject [a.k.a., the Heisenberg effect whereby measurements of certain systems cannot be made without affecting the systems].
  • Descriptive research is often used as a pre-cursor to more quantitative research designs with the general overview giving some valuable pointers as to what variables are worth testing quantitatively.
  • If the limitations are understood, they can be a useful tool in developing a more focused study.
  • Descriptive studies can yield rich data that lead to important recommendations in practice.
  • Appoach collects a large amount of data for detailed analysis.
  • The results from a descriptive research cannot be used to discover a definitive answer or to disprove a hypothesis.
  • Because descriptive designs often utilize observational methods [as opposed to quantitative methods], the results cannot be replicated.
  • The descriptive function of research is heavily dependent on instrumentation for measurement and observation.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 5, Flexible Methods: Descriptive Research. 2nd ed. New York: Columbia University Press, 1999; Given, Lisa M. "Descriptive Research." In Encyclopedia of Measurement and Statistics . Neil J. Salkind and Kristin Rasmussen, editors. (Thousand Oaks, CA: Sage, 2007), pp. 251-254; McNabb, Connie. Descriptive Research Methodologies. Powerpoint Presentation; Shuttleworth, Martyn. Descriptive Research Design, September 26, 2008; Erickson, G. Scott. "Descriptive Research Design." In New Methods of Market Research and Analysis . (Northampton, MA: Edward Elgar Publishing, 2017), pp. 51-77; Sahin, Sagufta, and Jayanta Mete. "A Brief Study on Descriptive Research: Its Nature and Application in Social Science." International Journal of Research and Analysis in Humanities 1 (2021): 11; K. Swatzell and P. Jennings. “Descriptive Research: The Nuts and Bolts.” Journal of the American Academy of Physician Assistants 20 (2007), pp. 55-56; Kane, E. Doing Your Own Research: Basic Descriptive Research in the Social Sciences and Humanities . London: Marion Boyars, 1985.

Experimental Design

A blueprint of the procedure that enables the researcher to maintain control over all factors that may affect the result of an experiment. In doing this, the researcher attempts to determine or predict what may occur. Experimental research is often used where there is time priority in a causal relationship (cause precedes effect), there is consistency in a causal relationship (a cause will always lead to the same effect), and the magnitude of the correlation is great. The classic experimental design specifies an experimental group and a control group. The independent variable is administered to the experimental group and not to the control group, and both groups are measured on the same dependent variable. Subsequent experimental designs have used more groups and more measurements over longer periods. True experiments must have control, randomization, and manipulation.

  • Experimental research allows the researcher to control the situation. In so doing, it allows researchers to answer the question, “What causes something to occur?”
  • Permits the researcher to identify cause and effect relationships between variables and to distinguish placebo effects from treatment effects.
  • Experimental research designs support the ability to limit alternative explanations and to infer direct causal relationships in the study.
  • Approach provides the highest level of evidence for single studies.
  • The design is artificial, and results may not generalize well to the real world.
  • The artificial settings of experiments may alter the behaviors or responses of participants.
  • Experimental designs can be costly if special equipment or facilities are needed.
  • Some research problems cannot be studied using an experiment because of ethical or technical reasons.
  • Difficult to apply ethnographic and other qualitative methods to experimentally designed studies.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 7, Flexible Methods: Experimental Research. 2nd ed. New York: Columbia University Press, 1999; Chapter 2: Research Design, Experimental Designs. School of Psychology, University of New England, 2000; Chow, Siu L. "Experimental Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 448-453; "Experimental Design." In Social Research Methods . Nicholas Walliman, editor. (London, England: Sage, 2006), pp, 101-110; Experimental Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Kirk, Roger E. Experimental Design: Procedures for the Behavioral Sciences . 4th edition. Thousand Oaks, CA: Sage, 2013; Trochim, William M.K. Experimental Design. Research Methods Knowledge Base. 2006; Rasool, Shafqat. Experimental Research. Slideshare presentation.

Exploratory Design

An exploratory design is conducted about a research problem when there are few or no earlier studies to refer to or rely upon to predict an outcome . The focus is on gaining insights and familiarity for later investigation or undertaken when research problems are in a preliminary stage of investigation. Exploratory designs are often used to establish an understanding of how best to proceed in studying an issue or what methodology would effectively apply to gathering information about the issue.

The goals of exploratory research are intended to produce the following possible insights:

  • Familiarity with basic details, settings, and concerns.
  • Well grounded picture of the situation being developed.
  • Generation of new ideas and assumptions.
  • Development of tentative theories or hypotheses.
  • Determination about whether a study is feasible in the future.
  • Issues get refined for more systematic investigation and formulation of new research questions.
  • Direction for future research and techniques get developed.
  • Design is a useful approach for gaining background information on a particular topic.
  • Exploratory research is flexible and can address research questions of all types (what, why, how).
  • Provides an opportunity to define new terms and clarify existing concepts.
  • Exploratory research is often used to generate formal hypotheses and develop more precise research problems.
  • In the policy arena or applied to practice, exploratory studies help establish research priorities and where resources should be allocated.
  • Exploratory research generally utilizes small sample sizes and, thus, findings are typically not generalizable to the population at large.
  • The exploratory nature of the research inhibits an ability to make definitive conclusions about the findings. They provide insight but not definitive conclusions.
  • The research process underpinning exploratory studies is flexible but often unstructured, leading to only tentative results that have limited value to decision-makers.
  • Design lacks rigorous standards applied to methods of data gathering and analysis because one of the areas for exploration could be to determine what method or methodologies could best fit the research problem.

Cuthill, Michael. “Exploratory Research: Citizen Participation, Local Government, and Sustainable Development in Australia.” Sustainable Development 10 (2002): 79-89; Streb, Christoph K. "Exploratory Case Study." In Encyclopedia of Case Study Research . Albert J. Mills, Gabrielle Durepos and Eiden Wiebe, editors. (Thousand Oaks, CA: Sage, 2010), pp. 372-374; Taylor, P. J., G. Catalano, and D.R.F. Walker. “Exploratory Analysis of the World City Network.” Urban Studies 39 (December 2002): 2377-2394; Exploratory Research. Wikipedia.

Field Research Design

Sometimes referred to as ethnography or participant observation, designs around field research encompass a variety of interpretative procedures [e.g., observation and interviews] rooted in qualitative approaches to studying people individually or in groups while inhabiting their natural environment as opposed to using survey instruments or other forms of impersonal methods of data gathering. Information acquired from observational research takes the form of “ field notes ” that involves documenting what the researcher actually sees and hears while in the field. Findings do not consist of conclusive statements derived from numbers and statistics because field research involves analysis of words and observations of behavior. Conclusions, therefore, are developed from an interpretation of findings that reveal overriding themes, concepts, and ideas. More information can be found HERE .

  • Field research is often necessary to fill gaps in understanding the research problem applied to local conditions or to specific groups of people that cannot be ascertained from existing data.
  • The research helps contextualize already known information about a research problem, thereby facilitating ways to assess the origins, scope, and scale of a problem and to gage the causes, consequences, and means to resolve an issue based on deliberate interaction with people in their natural inhabited spaces.
  • Enables the researcher to corroborate or confirm data by gathering additional information that supports or refutes findings reported in prior studies of the topic.
  • Because the researcher in embedded in the field, they are better able to make observations or ask questions that reflect the specific cultural context of the setting being investigated.
  • Observing the local reality offers the opportunity to gain new perspectives or obtain unique data that challenges existing theoretical propositions or long-standing assumptions found in the literature.

What these studies don't tell you

  • A field research study requires extensive time and resources to carry out the multiple steps involved with preparing for the gathering of information, including for example, examining background information about the study site, obtaining permission to access the study site, and building trust and rapport with subjects.
  • Requires a commitment to staying engaged in the field to ensure that you can adequately document events and behaviors as they unfold.
  • The unpredictable nature of fieldwork means that researchers can never fully control the process of data gathering. They must maintain a flexible approach to studying the setting because events and circumstances can change quickly or unexpectedly.
  • Findings can be difficult to interpret and verify without access to documents and other source materials that help to enhance the credibility of information obtained from the field  [i.e., the act of triangulating the data].
  • Linking the research problem to the selection of study participants inhabiting their natural environment is critical. However, this specificity limits the ability to generalize findings to different situations or in other contexts or to infer courses of action applied to other settings or groups of people.
  • The reporting of findings must take into account how the researcher themselves may have inadvertently affected respondents and their behaviors.

Historical Design

The purpose of a historical research design is to collect, verify, and synthesize evidence from the past to establish facts that defend or refute a hypothesis. It uses secondary sources and a variety of primary documentary evidence, such as, diaries, official records, reports, archives, and non-textual information [maps, pictures, audio and visual recordings]. The limitation is that the sources must be both authentic and valid.

  • The historical research design is unobtrusive; the act of research does not affect the results of the study.
  • The historical approach is well suited for trend analysis.
  • Historical records can add important contextual background required to more fully understand and interpret a research problem.
  • There is often no possibility of researcher-subject interaction that could affect the findings.
  • Historical sources can be used over and over to study different research problems or to replicate a previous study.
  • The ability to fulfill the aims of your research are directly related to the amount and quality of documentation available to understand the research problem.
  • Since historical research relies on data from the past, there is no way to manipulate it to control for contemporary contexts.
  • Interpreting historical sources can be very time consuming.
  • The sources of historical materials must be archived consistently to ensure access. This may especially challenging for digital or online-only sources.
  • Original authors bring their own perspectives and biases to the interpretation of past events and these biases are more difficult to ascertain in historical resources.
  • Due to the lack of control over external variables, historical research is very weak with regard to the demands of internal validity.
  • It is rare that the entirety of historical documentation needed to fully address a research problem is available for interpretation, therefore, gaps need to be acknowledged.

Howell, Martha C. and Walter Prevenier. From Reliable Sources: An Introduction to Historical Methods . Ithaca, NY: Cornell University Press, 2001; Lundy, Karen Saucier. "Historical Research." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor. (Thousand Oaks, CA: Sage, 2008), pp. 396-400; Marius, Richard. and Melvin E. Page. A Short Guide to Writing about History . 9th edition. Boston, MA: Pearson, 2015; Savitt, Ronald. “Historical Research in Marketing.” Journal of Marketing 44 (Autumn, 1980): 52-58;  Gall, Meredith. Educational Research: An Introduction . Chapter 16, Historical Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007.

Longitudinal Design

A longitudinal study follows the same sample over time and makes repeated observations. For example, with longitudinal surveys, the same group of people is interviewed at regular intervals, enabling researchers to track changes over time and to relate them to variables that might explain why the changes occur. Longitudinal research designs describe patterns of change and help establish the direction and magnitude of causal relationships. Measurements are taken on each variable over two or more distinct time periods. This allows the researcher to measure change in variables over time. It is a type of observational study sometimes referred to as a panel study.

  • Longitudinal data facilitate the analysis of the duration of a particular phenomenon.
  • Enables survey researchers to get close to the kinds of causal explanations usually attainable only with experiments.
  • The design permits the measurement of differences or change in a variable from one period to another [i.e., the description of patterns of change over time].
  • Longitudinal studies facilitate the prediction of future outcomes based upon earlier factors.
  • The data collection method may change over time.
  • Maintaining the integrity of the original sample can be difficult over an extended period of time.
  • It can be difficult to show more than one variable at a time.
  • This design often needs qualitative research data to explain fluctuations in the results.
  • A longitudinal research design assumes present trends will continue unchanged.
  • It can take a long period of time to gather results.
  • There is a need to have a large sample size and accurate sampling to reach representativness.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 6, Flexible Methods: Relational and Longitudinal Research. 2nd ed. New York: Columbia University Press, 1999; Forgues, Bernard, and Isabelle Vandangeon-Derumez. "Longitudinal Analyses." In Doing Management Research . Raymond-Alain Thiétart and Samantha Wauchope, editors. (London, England: Sage, 2001), pp. 332-351; Kalaian, Sema A. and Rafa M. Kasim. "Longitudinal Studies." In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 440-441; Menard, Scott, editor. Longitudinal Research . Thousand Oaks, CA: Sage, 2002; Ployhart, Robert E. and Robert J. Vandenberg. "Longitudinal Research: The Theory, Design, and Analysis of Change.” Journal of Management 36 (January 2010): 94-120; Longitudinal Study. Wikipedia.

Meta-Analysis Design

Meta-analysis is an analytical methodology designed to systematically evaluate and summarize the results from a number of individual studies, thereby, increasing the overall sample size and the ability of the researcher to study effects of interest. The purpose is to not simply summarize existing knowledge, but to develop a new understanding of a research problem using synoptic reasoning. The main objectives of meta-analysis include analyzing differences in the results among studies and increasing the precision by which effects are estimated. A well-designed meta-analysis depends upon strict adherence to the criteria used for selecting studies and the availability of information in each study to properly analyze their findings. Lack of information can severely limit the type of analyzes and conclusions that can be reached. In addition, the more dissimilarity there is in the results among individual studies [heterogeneity], the more difficult it is to justify interpretations that govern a valid synopsis of results. A meta-analysis needs to fulfill the following requirements to ensure the validity of your findings:

  • Clearly defined description of objectives, including precise definitions of the variables and outcomes that are being evaluated;
  • A well-reasoned and well-documented justification for identification and selection of the studies;
  • Assessment and explicit acknowledgment of any researcher bias in the identification and selection of those studies;
  • Description and evaluation of the degree of heterogeneity among the sample size of studies reviewed; and,
  • Justification of the techniques used to evaluate the studies.
  • Can be an effective strategy for determining gaps in the literature.
  • Provides a means of reviewing research published about a particular topic over an extended period of time and from a variety of sources.
  • Is useful in clarifying what policy or programmatic actions can be justified on the basis of analyzing research results from multiple studies.
  • Provides a method for overcoming small sample sizes in individual studies that previously may have had little relationship to each other.
  • Can be used to generate new hypotheses or highlight research problems for future studies.
  • Small violations in defining the criteria used for content analysis can lead to difficult to interpret and/or meaningless findings.
  • A large sample size can yield reliable, but not necessarily valid, results.
  • A lack of uniformity regarding, for example, the type of literature reviewed, how methods are applied, and how findings are measured within the sample of studies you are analyzing, can make the process of synthesis difficult to perform.
  • Depending on the sample size, the process of reviewing and synthesizing multiple studies can be very time consuming.

Beck, Lewis W. "The Synoptic Method." The Journal of Philosophy 36 (1939): 337-345; Cooper, Harris, Larry V. Hedges, and Jeffrey C. Valentine, eds. The Handbook of Research Synthesis and Meta-Analysis . 2nd edition. New York: Russell Sage Foundation, 2009; Guzzo, Richard A., Susan E. Jackson and Raymond A. Katzell. “Meta-Analysis Analysis.” In Research in Organizational Behavior , Volume 9. (Greenwich, CT: JAI Press, 1987), pp 407-442; Lipsey, Mark W. and David B. Wilson. Practical Meta-Analysis . Thousand Oaks, CA: Sage Publications, 2001; Study Design 101. Meta-Analysis. The Himmelfarb Health Sciences Library, George Washington University; Timulak, Ladislav. “Qualitative Meta-Analysis.” In The SAGE Handbook of Qualitative Data Analysis . Uwe Flick, editor. (Los Angeles, CA: Sage, 2013), pp. 481-495; Walker, Esteban, Adrian V. Hernandez, and Micheal W. Kattan. "Meta-Analysis: It's Strengths and Limitations." Cleveland Clinic Journal of Medicine 75 (June 2008): 431-439.

Mixed-Method Design

  • Narrative and non-textual information can add meaning to numeric data, while numeric data can add precision to narrative and non-textual information.
  • Can utilize existing data while at the same time generating and testing a grounded theory approach to describe and explain the phenomenon under study.
  • A broader, more complex research problem can be investigated because the researcher is not constrained by using only one method.
  • The strengths of one method can be used to overcome the inherent weaknesses of another method.
  • Can provide stronger, more robust evidence to support a conclusion or set of recommendations.
  • May generate new knowledge new insights or uncover hidden insights, patterns, or relationships that a single methodological approach might not reveal.
  • Produces more complete knowledge and understanding of the research problem that can be used to increase the generalizability of findings applied to theory or practice.
  • A researcher must be proficient in understanding how to apply multiple methods to investigating a research problem as well as be proficient in optimizing how to design a study that coherently melds them together.
  • Can increase the likelihood of conflicting results or ambiguous findings that inhibit drawing a valid conclusion or setting forth a recommended course of action [e.g., sample interview responses do not support existing statistical data].
  • Because the research design can be very complex, reporting the findings requires a well-organized narrative, clear writing style, and precise word choice.
  • Design invites collaboration among experts. However, merging different investigative approaches and writing styles requires more attention to the overall research process than studies conducted using only one methodological paradigm.
  • Concurrent merging of quantitative and qualitative research requires greater attention to having adequate sample sizes, using comparable samples, and applying a consistent unit of analysis. For sequential designs where one phase of qualitative research builds on the quantitative phase or vice versa, decisions about what results from the first phase to use in the next phase, the choice of samples and estimating reasonable sample sizes for both phases, and the interpretation of results from both phases can be difficult.
  • Due to multiple forms of data being collected and analyzed, this design requires extensive time and resources to carry out the multiple steps involved in data gathering and interpretation.

Burch, Patricia and Carolyn J. Heinrich. Mixed Methods for Policy Research and Program Evaluation . Thousand Oaks, CA: Sage, 2016; Creswell, John w. et al. Best Practices for Mixed Methods Research in the Health Sciences . Bethesda, MD: Office of Behavioral and Social Sciences Research, National Institutes of Health, 2010Creswell, John W. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 4th edition. Thousand Oaks, CA: Sage Publications, 2014; Domínguez, Silvia, editor. Mixed Methods Social Networks Research . Cambridge, UK: Cambridge University Press, 2014; Hesse-Biber, Sharlene Nagy. Mixed Methods Research: Merging Theory with Practice . New York: Guilford Press, 2010; Niglas, Katrin. “How the Novice Researcher Can Make Sense of Mixed Methods Designs.” International Journal of Multiple Research Approaches 3 (2009): 34-46; Onwuegbuzie, Anthony J. and Nancy L. Leech. “Linking Research Questions to Mixed Methods Data Analysis Procedures.” The Qualitative Report 11 (September 2006): 474-498; Tashakorri, Abbas and John W. Creswell. “The New Era of Mixed Methods.” Journal of Mixed Methods Research 1 (January 2007): 3-7; Zhanga, Wanqing. “Mixed Methods Application in Health Intervention Research: A Multiple Case Study.” International Journal of Multiple Research Approaches 8 (2014): 24-35 .

Observational Design

This type of research design draws a conclusion by comparing subjects against a control group, in cases where the researcher has no control over the experiment. There are two general types of observational designs. In direct observations, people know that you are watching them. Unobtrusive measures involve any method for studying behavior where individuals do not know they are being observed. An observational study allows a useful insight into a phenomenon and avoids the ethical and practical difficulties of setting up a large and cumbersome research project.

  • Observational studies are usually flexible and do not necessarily need to be structured around a hypothesis about what you expect to observe [data is emergent rather than pre-existing].
  • The researcher is able to collect in-depth information about a particular behavior.
  • Can reveal interrelationships among multifaceted dimensions of group interactions.
  • You can generalize your results to real life situations.
  • Observational research is useful for discovering what variables may be important before applying other methods like experiments.
  • Observation research designs account for the complexity of group behaviors.
  • Reliability of data is low because seeing behaviors occur over and over again may be a time consuming task and are difficult to replicate.
  • In observational research, findings may only reflect a unique sample population and, thus, cannot be generalized to other groups.
  • There can be problems with bias as the researcher may only "see what they want to see."
  • There is no possibility to determine "cause and effect" relationships since nothing is manipulated.
  • Sources or subjects may not all be equally credible.
  • Any group that is knowingly studied is altered to some degree by the presence of the researcher, therefore, potentially skewing any data collected.

Atkinson, Paul and Martyn Hammersley. “Ethnography and Participant Observation.” In Handbook of Qualitative Research . Norman K. Denzin and Yvonna S. Lincoln, eds. (Thousand Oaks, CA: Sage, 1994), pp. 248-261; Observational Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Patton Michael Quinn. Qualitiative Research and Evaluation Methods . Chapter 6, Fieldwork Strategies and Observational Methods. 3rd ed. Thousand Oaks, CA: Sage, 2002; Payne, Geoff and Judy Payne. "Observation." In Key Concepts in Social Research . The SAGE Key Concepts series. (London, England: Sage, 2004), pp. 158-162; Rosenbaum, Paul R. Design of Observational Studies . New York: Springer, 2010;Williams, J. Patrick. "Nonparticipant Observation." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor.(Thousand Oaks, CA: Sage, 2008), pp. 562-563.

Philosophical Design

Understood more as an broad approach to examining a research problem than a methodological design, philosophical analysis and argumentation is intended to challenge deeply embedded, often intractable, assumptions underpinning an area of study. This approach uses the tools of argumentation derived from philosophical traditions, concepts, models, and theories to critically explore and challenge, for example, the relevance of logic and evidence in academic debates, to analyze arguments about fundamental issues, or to discuss the root of existing discourse about a research problem. These overarching tools of analysis can be framed in three ways:

  • Ontology -- the study that describes the nature of reality; for example, what is real and what is not, what is fundamental and what is derivative?
  • Epistemology -- the study that explores the nature of knowledge; for example, by what means does knowledge and understanding depend upon and how can we be certain of what we know?
  • Axiology -- the study of values; for example, what values does an individual or group hold and why? How are values related to interest, desire, will, experience, and means-to-end? And, what is the difference between a matter of fact and a matter of value?
  • Can provide a basis for applying ethical decision-making to practice.
  • Functions as a means of gaining greater self-understanding and self-knowledge about the purposes of research.
  • Brings clarity to general guiding practices and principles of an individual or group.
  • Philosophy informs methodology.
  • Refine concepts and theories that are invoked in relatively unreflective modes of thought and discourse.
  • Beyond methodology, philosophy also informs critical thinking about epistemology and the structure of reality (metaphysics).
  • Offers clarity and definition to the practical and theoretical uses of terms, concepts, and ideas.
  • Limited application to specific research problems [answering the "So What?" question in social science research].
  • Analysis can be abstract, argumentative, and limited in its practical application to real-life issues.
  • While a philosophical analysis may render problematic that which was once simple or taken-for-granted, the writing can be dense and subject to unnecessary jargon, overstatement, and/or excessive quotation and documentation.
  • There are limitations in the use of metaphor as a vehicle of philosophical analysis.
  • There can be analytical difficulties in moving from philosophy to advocacy and between abstract thought and application to the phenomenal world.

Burton, Dawn. "Part I, Philosophy of the Social Sciences." In Research Training for Social Scientists . (London, England: Sage, 2000), pp. 1-5; Chapter 4, Research Methodology and Design. Unisa Institutional Repository (UnisaIR), University of South Africa; Jarvie, Ian C., and Jesús Zamora-Bonilla, editors. The SAGE Handbook of the Philosophy of Social Sciences . London: Sage, 2011; Labaree, Robert V. and Ross Scimeca. “The Philosophical Problem of Truth in Librarianship.” The Library Quarterly 78 (January 2008): 43-70; Maykut, Pamela S. Beginning Qualitative Research: A Philosophic and Practical Guide . Washington, DC: Falmer Press, 1994; McLaughlin, Hugh. "The Philosophy of Social Research." In Understanding Social Work Research . 2nd edition. (London: SAGE Publications Ltd., 2012), pp. 24-47; Stanford Encyclopedia of Philosophy . Metaphysics Research Lab, CSLI, Stanford University, 2013.

Sequential Design

  • The researcher has a limitless option when it comes to sample size and the sampling schedule.
  • Due to the repetitive nature of this research design, minor changes and adjustments can be done during the initial parts of the study to correct and hone the research method.
  • This is a useful design for exploratory studies.
  • There is very little effort on the part of the researcher when performing this technique. It is generally not expensive, time consuming, or workforce intensive.
  • Because the study is conducted serially, the results of one sample are known before the next sample is taken and analyzed. This provides opportunities for continuous improvement of sampling and methods of analysis.
  • The sampling method is not representative of the entire population. The only possibility of approaching representativeness is when the researcher chooses to use a very large sample size significant enough to represent a significant portion of the entire population. In this case, moving on to study a second or more specific sample can be difficult.
  • The design cannot be used to create conclusions and interpretations that pertain to an entire population because the sampling technique is not randomized. Generalizability from findings is, therefore, limited.
  • Difficult to account for and interpret variation from one sample to another over time, particularly when using qualitative methods of data collection.

Betensky, Rebecca. Harvard University, Course Lecture Note slides; Bovaird, James A. and Kevin A. Kupzyk. "Sequential Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 1347-1352; Cresswell, John W. Et al. “Advanced Mixed-Methods Research Designs.” In Handbook of Mixed Methods in Social and Behavioral Research . Abbas Tashakkori and Charles Teddle, eds. (Thousand Oaks, CA: Sage, 2003), pp. 209-240; Henry, Gary T. "Sequential Sampling." In The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman and Tim Futing Liao, editors. (Thousand Oaks, CA: Sage, 2004), pp. 1027-1028; Nataliya V. Ivankova. “Using Mixed-Methods Sequential Explanatory Design: From Theory to Practice.” Field Methods 18 (February 2006): 3-20; Bovaird, James A. and Kevin A. Kupzyk. “Sequential Design.” In Encyclopedia of Research Design . Neil J. Salkind, ed. Thousand Oaks, CA: Sage, 2010; Sequential Analysis. Wikipedia.

Systematic Review

  • A systematic review synthesizes the findings of multiple studies related to each other by incorporating strategies of analysis and interpretation intended to reduce biases and random errors.
  • The application of critical exploration, evaluation, and synthesis methods separates insignificant, unsound, or redundant research from the most salient and relevant studies worthy of reflection.
  • They can be use to identify, justify, and refine hypotheses, recognize and avoid hidden problems in prior studies, and explain data inconsistencies and conflicts in data.
  • Systematic reviews can be used to help policy makers formulate evidence-based guidelines and regulations.
  • The use of strict, explicit, and pre-determined methods of synthesis, when applied appropriately, provide reliable estimates about the effects of interventions, evaluations, and effects related to the overarching research problem investigated by each study under review.
  • Systematic reviews illuminate where knowledge or thorough understanding of a research problem is lacking and, therefore, can then be used to guide future research.
  • The accepted inclusion of unpublished studies [i.e., grey literature] ensures the broadest possible way to analyze and interpret research on a topic.
  • Results of the synthesis can be generalized and the findings extrapolated into the general population with more validity than most other types of studies .
  • Systematic reviews do not create new knowledge per se; they are a method for synthesizing existing studies about a research problem in order to gain new insights and determine gaps in the literature.
  • The way researchers have carried out their investigations [e.g., the period of time covered, number of participants, sources of data analyzed, etc.] can make it difficult to effectively synthesize studies.
  • The inclusion of unpublished studies can introduce bias into the review because they may not have undergone a rigorous peer-review process prior to publication. Examples may include conference presentations or proceedings, publications from government agencies, white papers, working papers, and internal documents from organizations, and doctoral dissertations and Master's theses.

Denyer, David and David Tranfield. "Producing a Systematic Review." In The Sage Handbook of Organizational Research Methods .  David A. Buchanan and Alan Bryman, editors. ( Thousand Oaks, CA: Sage Publications, 2009), pp. 671-689; Foster, Margaret J. and Sarah T. Jewell, editors. Assembling the Pieces of a Systematic Review: A Guide for Librarians . Lanham, MD: Rowman and Littlefield, 2017; Gough, David, Sandy Oliver, James Thomas, editors. Introduction to Systematic Reviews . 2nd edition. Los Angeles, CA: Sage Publications, 2017; Gopalakrishnan, S. and P. Ganeshkumar. “Systematic Reviews and Meta-analysis: Understanding the Best Evidence in Primary Healthcare.” Journal of Family Medicine and Primary Care 2 (2013): 9-14; Gough, David, James Thomas, and Sandy Oliver. "Clarifying Differences between Review Designs and Methods." Systematic Reviews 1 (2012): 1-9; Khan, Khalid S., Regina Kunz, Jos Kleijnen, and Gerd Antes. “Five Steps to Conducting a Systematic Review.” Journal of the Royal Society of Medicine 96 (2003): 118-121; Mulrow, C. D. “Systematic Reviews: Rationale for Systematic Reviews.” BMJ 309:597 (September 1994); O'Dwyer, Linda C., and Q. Eileen Wafford. "Addressing Challenges with Systematic Review Teams through Effective Communication: A Case Report." Journal of the Medical Library Association 109 (October 2021): 643-647; Okoli, Chitu, and Kira Schabram. "A Guide to Conducting a Systematic Literature Review of Information Systems Research."  Sprouts: Working Papers on Information Systems 10 (2010); Siddaway, Andy P., Alex M. Wood, and Larry V. Hedges. "How to Do a Systematic Review: A Best Practice Guide for Conducting and Reporting Narrative Reviews, Meta-analyses, and Meta-syntheses." Annual Review of Psychology 70 (2019): 747-770; Torgerson, Carole J. “Publication Bias: The Achilles’ Heel of Systematic Reviews?” British Journal of Educational Studies 54 (March 2006): 89-102; Torgerson, Carole. Systematic Reviews . New York: Continuum, 2003.

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Descriptive Research Design and Its Myriad Uses

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Table of Contents

The design of a research study can be of two broad types—observational or interventional. In interventional studies, at least one variable can be controlled by the researcher. For example, drug trials that examine the efficacy of novel medicines are interventional studies. Observational studies, on the other hand, simply examine and describe uncontrollable variables¹ .   

What is descriptive research design?¹

Descriptive design is one of the simplest forms of observational study design. It can either quantify the distribution of certain variables (quantitative descriptive research) or simply report the qualities of these variables without quantifying them (qualitative descriptive research).   

When can descriptive research design be used?¹

It is useful when you wish to examine the occurrence of a phenomenon, delineate trends or patterns within the phenomenon, or describe the relationship between variables. As such, descriptive design is great for¹ :  

  • A survey conducted to measure the changes in the levels of customer satisfaction among shoppers in the US is the perfect example of quantitative descriptive research.  
  • Conversely, a case report detailing the experiences and perspectives of individuals living with a particular rare disease is a good example of qualitative descriptive research.  
  • Cross-sectional studies : Descriptive research is ideal for cross-sectional studies that capture a snapshot of a population at a specific point in time. This approach can be used to observe the variations in risk factors and diseases in a population. Take the following examples:   
  • In quantitative descriptive research: A study that measures the prevalence of heart disease among college students in the current academic year.  
  • In qualitative descriptive research: A cross-sectional study exploring the cultural perceptions of mental health across different communities.  
  • Ecological studies : Descriptive research design is also well-suited for studies that seek to understand relationships between variables and outcomes in specific populations. For example:  
  • A study that measures the relationship between the number of police personnel and homicides in India can use quantitative descriptive research design  
  • A study describing the impact of deforestation on indigenous communities’ cultural practices and beliefs can use qualitative descriptive research design.  
  • Focus group discussion reports : Descriptive research can help in capturing diverse perspectives and understanding the nuances of participants’ experiences.   
  • First, an example of quantitative descriptive research: A study that uses two focus groups to explore the perceptions of mental health among immigrants in London.  
  • Next, an example of qualitative descriptive research: A focus group report analyzing the themes and emotions associated with different advertising campaigns.  

Benefits of descriptive research design¹  

  • Easy to conduct: Due to its simplicity, descriptive research design can be employed by researchers of all experience levels.  
  • Economical: Descriptive research design is not resource intensive. It is a budget-friendly approach to studying many phenomena without costly equipment.   
  • Provides comprehensive and useful information: Descriptive research is a more thorough approach that can capture many different aspects of a phenomena, facilitating a wholistic understanding.  
  • Aids planning of major projects or future research: As a tool for preliminary exploration, descriptive research guides can guide strategic decision-making and guide major projects.  

The Bottom Line  

Descriptive research plays a crucial role in improving our lives. Surveys help create better policies and cross-sectional studies help us understand problems affecting different populations including diseases. Used in the right context, descriptive research can advance knowledge and inform decision making¹ .  

We, at Elsevier Language Services, understand the value of your descriptive research, as well as the importance of communicating it correctly. If you have a manuscript based on a descriptive study, our experienced editors can help improve its myriad aspects. By improving the logical flow, tone, and accuracy of your writing, we ensure that your descriptive research gets published in a top tier journal and makes maximum impact in academia and beyond. Contact us for a comprehensive list of services!   

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References 

  • Aggarwal, R., & Ranganathan, P. (2019). Study designs: Part 2 – Descriptive studies. Perspectives in Clinical Research , 10 (1), 34. https://doi.org/10.4103/picr.picr_154_18 .  

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  • Descriptive Research Design | Definition, Methods & Examples

Descriptive Research Design | Definition, Methods & Examples

Published on 5 May 2022 by Shona McCombes . Revised on 10 October 2022.

Descriptive research aims to accurately and systematically describe a population, situation or phenomenon. It can answer what , where , when , and how   questions , but not why questions.

A descriptive research design can use a wide variety of research methods  to investigate one or more variables . Unlike in experimental research , the researcher does not control or manipulate any of the variables, but only observes and measures them.

Table of contents

When to use a descriptive research design, descriptive research methods.

Descriptive research is an appropriate choice when the research aim is to identify characteristics, frequencies, trends, and categories.

It is useful when not much is known yet about the topic or problem. Before you can research why something happens, you need to understand how, when, and where it happens.

  • How has the London housing market changed over the past 20 years?
  • Do customers of company X prefer product Y or product Z?
  • What are the main genetic, behavioural, and morphological differences between European wildcats and domestic cats?
  • What are the most popular online news sources among under-18s?
  • How prevalent is disease A in population B?

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Descriptive research is usually defined as a type of quantitative research , though qualitative research can also be used for descriptive purposes. The research design should be carefully developed to ensure that the results are valid and reliable .

Survey research allows you to gather large volumes of data that can be analysed for frequencies, averages, and patterns. Common uses of surveys include:

  • Describing the demographics of a country or region
  • Gauging public opinion on political and social topics
  • Evaluating satisfaction with a company’s products or an organisation’s services

Observations

Observations allow you to gather data on behaviours and phenomena without having to rely on the honesty and accuracy of respondents. This method is often used by psychological, social, and market researchers to understand how people act in real-life situations.

Observation of physical entities and phenomena is also an important part of research in the natural sciences. Before you can develop testable hypotheses , models, or theories, it’s necessary to observe and systematically describe the subject under investigation.

Case studies

A case study can be used to describe the characteristics of a specific subject (such as a person, group, event, or organisation). Instead of gathering a large volume of data to identify patterns across time or location, case studies gather detailed data to identify the characteristics of a narrowly defined subject.

Rather than aiming to describe generalisable facts, case studies often focus on unusual or interesting cases that challenge assumptions, add complexity, or reveal something new about a research problem .

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  • Descriptive Research Designs: Types, Examples & Methods

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One of the components of research is getting enough information about the research problem—the what, how, when and where answers, which is why descriptive research is an important type of research. It is very useful when conducting research whose aim is to identify characteristics, frequencies, trends, correlations, and categories.

This research method takes a problem with little to no relevant information and gives it a befitting description using qualitative and quantitative research method s. Descriptive research aims to accurately describe a research problem.

In the subsequent sections, we will be explaining what descriptive research means, its types, examples, and data collection methods.

What is Descriptive Research?

Descriptive research is a type of research that describes a population, situation, or phenomenon that is being studied. It focuses on answering the how, what, when, and where questions If a research problem, rather than the why.

This is mainly because it is important to have a proper understanding of what a research problem is about before investigating why it exists in the first place. 

For example, an investor considering an investment in the ever-changing Amsterdam housing market needs to understand what the current state of the market is, how it changes (increasing or decreasing), and when it changes (time of the year) before asking for the why. This is where descriptive research comes in.

What Are The Types of Descriptive Research?

Descriptive research is classified into different types according to the kind of approach that is used in conducting descriptive research. The different types of descriptive research are highlighted below:

  • Descriptive-survey

Descriptive survey research uses surveys to gather data about varying subjects. This data aims to know the extent to which different conditions can be obtained among these subjects.

For example, a researcher wants to determine the qualification of employed professionals in Maryland. He uses a survey as his research instrument , and each item on the survey related to qualifications is subjected to a Yes/No answer. 

This way, the researcher can describe the qualifications possessed by the employed demographics of this community. 

  • Descriptive-normative survey

This is an extension of the descriptive survey, with the addition being the normative element. In the descriptive-normative survey, the results of the study should be compared with the norm.

For example, an organization that wishes to test the skills of its employees by a team may have them take a skills test. The skills tests are the evaluation tool in this case, and the result of this test is compared with the norm of each role.

If the score of the team is one standard deviation above the mean, it is very satisfactory, if within the mean, satisfactory, and one standard deviation below the mean is unsatisfactory.

  • Descriptive-status

This is a quantitative description technique that seeks to answer questions about real-life situations. For example, a researcher researching the income of the employees in a company, and the relationship with their performance.

A survey will be carried out to gather enough data about the income of the employees, then their performance will be evaluated and compared to their income. This will help determine whether a higher income means better performance and low income means lower performance or vice versa.

  • Descriptive-analysis

The descriptive-analysis method of research describes a subject by further analyzing it, which in this case involves dividing it into 2 parts. For example, the HR personnel of a company that wishes to analyze the job role of each employee of the company may divide the employees into the people that work at the Headquarters in the US and those that work from Oslo, Norway office.

A questionnaire is devised to analyze the job role of employees with similar salaries and who work in similar positions.

  • Descriptive classification

This method is employed in biological sciences for the classification of plants and animals. A researcher who wishes to classify the sea animals into different species will collect samples from various search stations, then classify them accordingly.

  • Descriptive-comparative

In descriptive-comparative research, the researcher considers 2 variables that are not manipulated, and establish a formal procedure to conclude that one is better than the other. For example, an examination body wants to determine the better method of conducting tests between paper-based and computer-based tests.

A random sample of potential participants of the test may be asked to use the 2 different methods, and factors like failure rates, time factors, and others will be evaluated to arrive at the best method.

  • Correlative Survey

Correlative surveys are used to determine whether the relationship between 2 variables is positive, negative, or neutral. That is, if 2 variables say X and Y are directly proportional, inversely proportional or are not related to each other.

Examples of Descriptive Research

There are different examples of descriptive research, that may be highlighted from its types, uses, and applications. However, we will be restricting ourselves to only 3 distinct examples in this article.

  • Comparing Student Performance:

An academic institution may wish 2 compare the performance of its junior high school students in English language and Mathematics. This may be used to classify students based on 2 major groups, with one group going ahead to study while courses, while the other study courses in the Arts & Humanities field.

Students who are more proficient in mathematics will be encouraged to go into STEM and vice versa. Institutions may also use this data to identify students’ weak points and work on ways to assist them.

  • Scientific Classification

During the major scientific classification of plants, animals, and periodic table elements, the characteristics and components of each subject are evaluated and used to determine how they are classified.

For example, living things may be classified into kingdom Plantae or kingdom animal is depending on their nature. Further classification may group animals into mammals, pieces, vertebrae, invertebrae, etc. 

All these classifications are made a result of descriptive research which describes what they are.

  • Human Behavior

When studying human behaviour based on a factor or event, the researcher observes the characteristics, behaviour, and reaction, then use it to conclude. A company willing to sell to its target market needs to first study the behaviour of the market.

This may be done by observing how its target reacts to a competitor’s product, then use it to determine their behaviour.

What are the Characteristics of Descriptive Research?  

The characteristics of descriptive research can be highlighted from its definition, applications, data collection methods, and examples. Some characteristics of descriptive research are:

  • Quantitativeness

Descriptive research uses a quantitative research method by collecting quantifiable information to be used for statistical analysis of the population sample. This is very common when dealing with research in the physical sciences.

  • Qualitativeness

It can also be carried out using the qualitative research method, to properly describe the research problem. This is because descriptive research is more explanatory than exploratory or experimental.

  • Uncontrolled variables

In descriptive research, researchers cannot control the variables like they do in experimental research.

  • The basis for further research

The results of descriptive research can be further analyzed and used in other research methods. It can also inform the next line of research, including the research method that should be used.

This is because it provides basic information about the research problem, which may give birth to other questions like why a particular thing is the way it is.

Why Use Descriptive Research Design?  

Descriptive research can be used to investigate the background of a research problem and get the required information needed to carry out further research. It is used in multiple ways by different organizations, and especially when getting the required information about their target audience.

  • Define subject characteristics :

It is used to determine the characteristics of the subjects, including their traits, behaviour, opinion, etc. This information may be gathered with the use of surveys, which are shared with the respondents who in this case, are the research subjects.

For example, a survey evaluating the number of hours millennials in a community spends on the internet weekly, will help a service provider make informed business decisions regarding the market potential of the community.

  • Measure Data Trends

It helps to measure the changes in data over some time through statistical methods. Consider the case of individuals who want to invest in stock markets, so they evaluate the changes in prices of the available stocks to make a decision investment decision.

Brokerage companies are however the ones who carry out the descriptive research process, while individuals can view the data trends and make decisions.

Descriptive research is also used to compare how different demographics respond to certain variables. For example, an organization may study how people with different income levels react to the launch of a new Apple phone.

This kind of research may take a survey that will help determine which group of individuals are purchasing the new Apple phone. Do the low-income earners also purchase the phone, or only the high-income earners do?

Further research using another technique will explain why low-income earners are purchasing the phone even though they can barely afford it. This will help inform strategies that will lure other low-income earners and increase company sales.

  • Validate existing conditions

When you are not sure about the validity of an existing condition, you can use descriptive research to ascertain the underlying patterns of the research object. This is because descriptive research methods make an in-depth analysis of each variable before making conclusions.

  • Conducted Overtime

Descriptive research is conducted over some time to ascertain the changes observed at each point in time. The higher the number of times it is conducted, the more authentic the conclusion will be.

What are the Disadvantages of Descriptive Research?  

  • Response and Non-response Bias

Respondents may either decide not to respond to questions or give incorrect responses if they feel the questions are too confidential. When researchers use observational methods, respondents may also decide to behave in a particular manner because they feel they are being watched.

  • The researcher may decide to influence the result of the research due to personal opinion or bias towards a particular subject. For example, a stockbroker who also has a business of his own may try to lure investors into investing in his own company by manipulating results.
  • A case-study or sample taken from a large population is not representative of the whole population.
  • Limited scope:The scope of descriptive research is limited to the what of research, with no information on why thereby limiting the scope of the research.

What are the Data Collection Methods in Descriptive Research?  

There are 3 main data collection methods in descriptive research, namely; observational method, case study method, and survey research.

1. Observational Method

The observational method allows researchers to collect data based on their view of the behaviour and characteristics of the respondent, with the respondents themselves not directly having an input. It is often used in market research, psychology, and some other social science research to understand human behaviour.

It is also an important aspect of physical scientific research, with it being one of the most effective methods of conducting descriptive research . This process can be said to be either quantitative or qualitative.

Quantitative observation involved the objective collection of numerical data , whose results can be analyzed using numerical and statistical methods. 

Qualitative observation, on the other hand, involves the monitoring of characteristics and not the measurement of numbers. The researcher makes his observation from a distance, records it, and is used to inform conclusions.

2. Case Study Method

A case study is a sample group (an individual, a group of people, organizations, events, etc.) whose characteristics are used to describe the characteristics of a larger group in which the case study is a subgroup. The information gathered from investigating a case study may be generalized to serve the larger group.

This generalization, may, however, be risky because case studies are not sufficient to make accurate predictions about larger groups. Case studies are a poor case of generalization.

3. Survey Research

This is a very popular data collection method in research designs. In survey research, researchers create a survey or questionnaire and distribute it to respondents who give answers.

Generally, it is used to obtain quick information directly from the primary source and also conducting rigorous quantitative and qualitative research. In some cases, survey research uses a blend of both qualitative and quantitative strategies.

Survey research can be carried out both online and offline using the following methods

  • Online Surveys: This is a cheap method of carrying out surveys and getting enough responses. It can be carried out using Formplus, an online survey builder. Formplus has amazing tools and features that will help increase response rates.
  • Offline Surveys: This includes paper forms, mobile offline forms , and SMS-based forms.

What Are The Differences Between Descriptive and Correlational Research?  

Before going into the differences between descriptive and correlation research, we need to have a proper understanding of what correlation research is about. Therefore, we will be giving a summary of the correlation research below.

Correlational research is a type of descriptive research, which is used to measure the relationship between 2 variables, with the researcher having no control over them. It aims to find whether there is; positive correlation (both variables change in the same direction), negative correlation (the variables change in the opposite direction), or zero correlation (there is no relationship between the variables).

Correlational research may be used in 2 situations;

(i) when trying to find out if there is a relationship between two variables, and

(ii) when a causal relationship is suspected between two variables, but it is impractical or unethical to conduct experimental research that manipulates one of the variables. 

Below are some of the differences between correlational and descriptive research:

  • Definitions :

Descriptive research aims is a type of research that provides an in-depth understanding of the study population, while correlational research is the type of research that measures the relationship between 2 variables. 

  • Characteristics :

Descriptive research provides descriptive data explaining what the research subject is about, while correlation research explores the relationship between data and not their description.

  • Predictions :

 Predictions cannot be made in descriptive research while correlation research accommodates the possibility of making predictions.

Descriptive Research vs. Causal Research

Descriptive research and causal research are both research methodologies, however, one focuses on a subject’s behaviors while the latter focuses on a relationship’s cause-and-effect. To buttress the above point, descriptive research aims to describe and document the characteristics, behaviors, or phenomena of a particular or specific population or situation. 

It focuses on providing an accurate and detailed account of an already existing state of affairs between variables. Descriptive research answers the questions of “what,” “where,” “when,” and “how” without attempting to establish any causal relationships or explain any underlying factors that might have caused the behavior.

Causal research, on the other hand, seeks to determine cause-and-effect relationships between variables. It aims to point out the factors that influence or cause a particular result or behavior. Causal research involves manipulating variables, controlling conditions or a subgroup, and observing the resulting effects. The primary objective of causal research is to establish a cause-effect relationship and provide insights into why certain phenomena happen the way they do.

Descriptive Research vs. Analytical Research

Descriptive research provides a detailed and comprehensive account of a specific situation or phenomenon. It focuses on describing and summarizing data without making inferences or attempting to explain underlying factors or the cause of the factor. 

It is primarily concerned with providing an accurate and objective representation of the subject of research. While analytical research goes beyond the description of the phenomena and seeks to analyze and interpret data to discover if there are patterns, relationships, or any underlying factors. 

It examines the data critically, applies statistical techniques or other analytical methods, and draws conclusions based on the discovery. Analytical research also aims to explore the relationships between variables and understand the underlying mechanisms or processes involved.

Descriptive Research vs. Exploratory Research

Descriptive research is a research method that focuses on providing a detailed and accurate account of a specific situation, group, or phenomenon. This type of research describes the characteristics, behaviors, or relationships within the given context without looking for an underlying cause. 

Descriptive research typically involves collecting and analyzing quantitative or qualitative data to generate descriptive statistics or narratives. Exploratory research differs from descriptive research because it aims to explore and gain firsthand insights or knowledge into a relatively unexplored or poorly understood topic. 

It focuses on generating ideas, hypotheses, or theories rather than providing definitive answers. Exploratory research is often conducted at the early stages of a research project to gather preliminary information and identify key variables or factors for further investigation. It involves open-ended interviews, observations, or small-scale surveys to gather qualitative data.

Read More – Exploratory Research: What are its Method & Examples?

Descriptive Research vs. Experimental Research

Descriptive research aims to describe and document the characteristics, behaviors, or phenomena of a particular population or situation. It focuses on providing an accurate and detailed account of the existing state of affairs. 

Descriptive research typically involves collecting data through surveys, observations, or existing records and analyzing the data to generate descriptive statistics or narratives. It does not involve manipulating variables or establishing cause-and-effect relationships.

Experimental research, on the other hand, involves manipulating variables and controlling conditions to investigate cause-and-effect relationships. It aims to establish causal relationships by introducing an intervention or treatment and observing the resulting effects. 

Experimental research typically involves randomly assigning participants to different groups, such as control and experimental groups, and measuring the outcomes. It allows researchers to control for confounding variables and draw causal conclusions.

Related – Experimental vs Non-Experimental Research: 15 Key Differences

Descriptive Research vs. Explanatory Research

Descriptive research focuses on providing a detailed and accurate account of a specific situation, group, or phenomenon. It aims to describe the characteristics, behaviors, or relationships within the given context. 

Descriptive research is primarily concerned with providing an objective representation of the subject of study without explaining underlying causes or mechanisms. Explanatory research seeks to explain the relationships between variables and uncover the underlying causes or mechanisms. 

It goes beyond description and aims to understand the reasons or factors that influence a particular outcome or behavior. Explanatory research involves analyzing data, conducting statistical analyses, and developing theories or models to explain the observed relationships.

Descriptive Research vs. Inferential Research

Descriptive research focuses on describing and summarizing data without making inferences or generalizations beyond the specific sample or population being studied. It aims to provide an accurate and objective representation of the subject of study. 

Descriptive research typically involves analyzing data to generate descriptive statistics, such as means, frequencies, or percentages, to describe the characteristics or behaviors observed.

Inferential research, however, involves making inferences or generalizations about a larger population based on a smaller sample. 

It aims to draw conclusions about the population characteristics or relationships by analyzing the sample data. Inferential research uses statistical techniques to estimate population parameters, test hypotheses, and determine the level of confidence or significance in the findings.

Related – Inferential Statistics: Definition, Types + Examples

Conclusion  

The uniqueness of descriptive research partly lies in its ability to explore both quantitative and qualitative research methods. Therefore, when conducting descriptive research, researchers have the opportunity to use a wide variety of techniques that aids the research process.

Descriptive research explores research problems in-depth, beyond the surface level thereby giving a detailed description of the research subject. That way, it can aid further research in the field, including other research methods .

It is also very useful in solving real-life problems in various fields of social science, physical science, and education.

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Descriptive Research and Qualitative Research

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descriptive research design paper

  • Eunsook T. Koh 2 &
  • Willis L. Owen 2  

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Descriptive research is a study of status and is widely used in education, nutrition, epidemiology, and the behavioral sciences. Its value is based on the premise that problems can be solved and practices improved through observation, analysis, and description. The most common descriptive research method is the survey, which includes questionnaires, personal interviews, phone surveys, and normative surveys. Developmental research is also descriptive. Through cross-sectional and longitudinal studies, researchers investigate the interaction of diet (e.g., fat and its sources, fiber and its sources, etc.) and life styles (e.g., smoking, alcohol drinking, etc.) and of disease (e.g., cancer, coronary heart disease) development. Observational research and correlational studies constitute other forms of descriptive research. Correlational studies determine and analyze relationships between variables as well as generate predictions. Descriptive research generates data, both qualitative and quantitative, that define the state of nature at a point in time. This chapter discusses some characteristics and basic procedures of the various types of descriptive research.

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Descriptive research: what it is and how to use it.

8 min read Understanding the who, what and where of a situation or target group is an essential part of effective research and making informed business decisions.

For example you might want to understand what percentage of CEOs have a bachelor’s degree or higher. Or you might want to understand what percentage of low income families receive government support – or what kind of support they receive.

Descriptive research is what will be used in these types of studies.

In this guide we’ll look through the main issues relating to descriptive research to give you a better understanding of what it is, and how and why you can use it.

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What is descriptive research?

Descriptive research is a research method used to try and determine the characteristics of a population or particular phenomenon.

Using descriptive research you can identify patterns in the characteristics of a group to essentially establish everything you need to understand apart from why something has happened.

Market researchers use descriptive research for a range of commercial purposes to guide key decisions.

For example you could use descriptive research to understand fashion trends in a given city when planning your clothing collection for the year. Using descriptive research you can conduct in depth analysis on the demographic makeup of your target area and use the data analysis to establish buying patterns.

Conducting descriptive research wouldn’t, however, tell you why shoppers are buying a particular type of fashion item.

Descriptive research design

Descriptive research design uses a range of both qualitative research and quantitative data (although quantitative research is the primary research method) to gather information to make accurate predictions about a particular problem or hypothesis.

As a survey method, descriptive research designs will help researchers identify characteristics in their target market or particular population.

These characteristics in the population sample can be identified, observed and measured to guide decisions.

Descriptive research characteristics

While there are a number of descriptive research methods you can deploy for data collection, descriptive research does have a number of predictable characteristics.

Here are a few of the things to consider:

Measure data trends with statistical outcomes

Descriptive research is often popular for survey research because it generates answers in a statistical form, which makes it easy for researchers to carry out a simple statistical analysis to interpret what the data is saying.

Descriptive research design is ideal for further research

Because the data collection for descriptive research produces statistical outcomes, it can also be used as secondary data for another research study.

Plus, the data collected from descriptive research can be subjected to other types of data analysis .

Uncontrolled variables

A key component of the descriptive research method is that it uses random variables that are not controlled by the researchers. This is because descriptive research aims to understand the natural behavior of the research subject.

It’s carried out in a natural environment

Descriptive research is often carried out in a natural environment. This is because researchers aim to gather data in a natural setting to avoid swaying respondents.

Data can be gathered using survey questions or online surveys.

For example, if you want to understand the fashion trends we mentioned earlier, you would set up a study in which a researcher observes people in the respondent’s natural environment to understand their habits and preferences.

Descriptive research allows for cross sectional study

Because of the nature of descriptive research design and the randomness of the sample group being observed, descriptive research is ideal for cross sectional studies – essentially the demographics of the group can vary widely and your aim is to gain insights from within the group.

This can be highly beneficial when you’re looking to understand the behaviors or preferences of a wider population.

Descriptive research advantages

There are many advantages to using descriptive research, some of them include:

Cost effectiveness

Because the elements needed for descriptive research design are not specific or highly targeted (and occur within the respondent’s natural environment) this type of study is relatively cheap to carry out.

Multiple types of data can be collected

A big advantage of this research type, is that you can use it to collect both quantitative and qualitative data. This means you can use the stats gathered to easily identify underlying patterns in your respondents’ behavior.

Descriptive research disadvantages

Potential reliability issues.

When conducting descriptive research it’s important that the initial survey questions are properly formulated.

If not, it could make the answers unreliable and risk the credibility of your study.

Potential limitations

As we’ve mentioned, descriptive research design is ideal for understanding the what, who or where of a situation or phenomenon.

However, it can’t help you understand the cause or effect of the behavior. This means you’ll need to conduct further research to get a more complete picture of a situation.

Descriptive research methods

Because descriptive research methods include a range of quantitative and qualitative research, there are several research methods you can use.

Use case studies

Case studies in descriptive research involve conducting in-depth and detailed studies in which researchers get a specific person or case to answer questions.

Case studies shouldn’t be used to generate results, rather it should be used to build or establish hypothesis that you can expand into further market research .

For example you could gather detailed data about a specific business phenomenon, and then use this deeper understanding of that specific case.

Use observational methods

This type of study uses qualitative observations to understand human behavior within a particular group.

By understanding how the different demographics respond within your sample you can identify patterns and trends.

As an observational method, descriptive research will not tell you the cause of any particular behaviors, but that could be established with further research.

Use survey research

Surveys are one of the most cost effective ways to gather descriptive data.

An online survey or questionnaire can be used in descriptive studies to gather quantitative information about a particular problem.

Survey research is ideal if you’re using descriptive research as your primary research.

Descriptive research examples

Descriptive research is used for a number of commercial purposes or when organizations need to understand the behaviors or opinions of a population.

One of the biggest examples of descriptive research that is used in every democratic country, is during elections.

Using descriptive research, researchers will use surveys to understand who voters are more likely to choose out of the parties or candidates available.

Using the data provided, researchers can analyze the data to understand what the election result will be.

In a commercial setting, retailers often use descriptive research to figure out trends in shopping and buying decisions.

By gathering information on the habits of shoppers, retailers can get a better understanding of the purchases being made.

Another example that is widely used around the world, is the national census that takes place to understand the population.

The research will provide a more accurate picture of a population’s demographic makeup and help to understand changes over time in areas like population age, health and education level.

Where Qualtrics helps with descriptive research

Whatever type of research you want to carry out, there’s a survey type that will work.

Qualtrics can help you determine the appropriate method and ensure you design a study that will deliver the insights you need.

Our experts can help you with your market research needs , ensuring you get the most out of Qualtrics market research software to design, launch and analyze your data to guide better, more accurate decisions for your organization.

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Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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Descriptive Research: Definition, Characteristics, Methods + Examples

Descriptive Research

Suppose an apparel brand wants to understand the fashion purchasing trends among New York’s buyers, then it must conduct a demographic survey of the specific region, gather population data, and then conduct descriptive research on this demographic segment.

The study will then uncover details on “what is the purchasing pattern of New York buyers,” but will not cover any investigative information about “ why ” the patterns exist. Because for the apparel brand trying to break into this market, understanding the nature of their market is the study’s main goal. Let’s talk about it.

What is descriptive research?

Descriptive research is a research method describing the characteristics of the population or phenomenon studied. This descriptive methodology focuses more on the “what” of the research subject than the “why” of the research subject.

The method primarily focuses on describing the nature of a demographic segment without focusing on “why” a particular phenomenon occurs. In other words, it “describes” the research subject without covering “why” it happens.

Characteristics of descriptive research

The term descriptive research then refers to research questions, the design of the study, and data analysis conducted on that topic. We call it an observational research method because none of the research study variables are influenced in any capacity.

Some distinctive characteristics of descriptive research are:

  • Quantitative research: It is a quantitative research method that attempts to collect quantifiable information for statistical analysis of the population sample. It is a popular market research tool that allows us to collect and describe the demographic segment’s nature.
  • Uncontrolled variables: In it, none of the variables are influenced in any way. This uses observational methods to conduct the research. Hence, the nature of the variables or their behavior is not in the hands of the researcher.
  • Cross-sectional studies: It is generally a cross-sectional study where different sections belonging to the same group are studied.
  • The basis for further research: Researchers further research the data collected and analyzed from descriptive research using different research techniques. The data can also help point towards the types of research methods used for the subsequent research.

Applications of descriptive research with examples

A descriptive research method can be used in multiple ways and for various reasons. Before getting into any survey , though, the survey goals and survey design are crucial. Despite following these steps, there is no way to know if one will meet the research outcome. How to use descriptive research? To understand the end objective of research goals, below are some ways organizations currently use descriptive research today:

  • Define respondent characteristics: The aim of using close-ended questions is to draw concrete conclusions about the respondents. This could be the need to derive patterns, traits, and behaviors of the respondents. It could also be to understand from a respondent their attitude, or opinion about the phenomenon. For example, understand millennials and the hours per week they spend browsing the internet. All this information helps the organization researching to make informed business decisions.
  • Measure data trends: Researchers measure data trends over time with a descriptive research design’s statistical capabilities. Consider if an apparel company researches different demographics like age groups from 24-35 and 36-45 on a new range launch of autumn wear. If one of those groups doesn’t take too well to the new launch, it provides insight into what clothes are like and what is not. The brand drops the clothes and apparel that customers don’t like.
  • Conduct comparisons: Organizations also use a descriptive research design to understand how different groups respond to a specific product or service. For example, an apparel brand creates a survey asking general questions that measure the brand’s image. The same study also asks demographic questions like age, income, gender, geographical location, geographic segmentation , etc. This consumer research helps the organization understand what aspects of the brand appeal to the population and what aspects do not. It also helps make product or marketing fixes or even create a new product line to cater to high-growth potential groups.
  • Validate existing conditions: Researchers widely use descriptive research to help ascertain the research object’s prevailing conditions and underlying patterns. Due to the non-invasive research method and the use of quantitative observation and some aspects of qualitative observation , researchers observe each variable and conduct an in-depth analysis . Researchers also use it to validate any existing conditions that may be prevalent in a population.
  • Conduct research at different times: The analysis can be conducted at different periods to ascertain any similarities or differences. This also allows any number of variables to be evaluated. For verification, studies on prevailing conditions can also be repeated to draw trends.

Advantages of descriptive research

Some of the significant advantages of descriptive research are:

Advantages of descriptive research

  • Data collection: A researcher can conduct descriptive research using specific methods like observational method, case study method, and survey method. Between these three, all primary data collection methods are covered, which provides a lot of information. This can be used for future research or even for developing a hypothesis for your research object.
  • Varied: Since the data collected is qualitative and quantitative, it gives a holistic understanding of a research topic. The information is varied, diverse, and thorough.
  • Natural environment: Descriptive research allows for the research to be conducted in the respondent’s natural environment, which ensures that high-quality and honest data is collected.
  • Quick to perform and cheap: As the sample size is generally large in descriptive research, the data collection is quick to conduct and is inexpensive.

Descriptive research methods

There are three distinctive methods to conduct descriptive research. They are:

Observational method

The observational method is the most effective method to conduct this research, and researchers make use of both quantitative and qualitative observations.

A quantitative observation is the objective collection of data primarily focused on numbers and values. It suggests “associated with, of or depicted in terms of a quantity.” Results of quantitative observation are derived using statistical and numerical analysis methods. It implies observation of any entity associated with a numeric value such as age, shape, weight, volume, scale, etc. For example, the researcher can track if current customers will refer the brand using a simple Net Promoter Score question .

Qualitative observation doesn’t involve measurements or numbers but instead just monitoring characteristics. In this case, the researcher observes the respondents from a distance. Since the respondents are in a comfortable environment, the characteristics observed are natural and effective. In a descriptive research design, the researcher can choose to be either a complete observer, an observer as a participant, a participant as an observer, or a full participant. For example, in a supermarket, a researcher can from afar monitor and track the customers’ selection and purchasing trends. This offers a more in-depth insight into the purchasing experience of the customer.

Case study method

Case studies involve in-depth research and study of individuals or groups. Case studies lead to a hypothesis and widen a further scope of studying a phenomenon. However, case studies should not be used to determine cause and effect as they can’t make accurate predictions because there could be a bias on the researcher’s part. The other reason why case studies are not a reliable way of conducting descriptive research is that there could be an atypical respondent in the survey. Describing them leads to weak generalizations and moving away from external validity.

Survey research

In survey research, respondents answer through surveys or questionnaires or polls . They are a popular market research tool to collect feedback from respondents. A study to gather useful data should have the right survey questions. It should be a balanced mix of open-ended questions and close ended-questions . The survey method can be conducted online or offline, making it the go-to option for descriptive research where the sample size is enormous.

Examples of descriptive research

Some examples of descriptive research are:

  • A specialty food group launching a new range of barbecue rubs would like to understand what flavors of rubs are favored by different people. To understand the preferred flavor palette, they conduct this type of research study using various methods like observational methods in supermarkets. By also surveying while collecting in-depth demographic information, offers insights about the preference of different markets. This can also help tailor make the rubs and spreads to various preferred meats in that demographic. Conducting this type of research helps the organization tweak their business model and amplify marketing in core markets.
  • Another example of where this research can be used is if a school district wishes to evaluate teachers’ attitudes about using technology in the classroom. By conducting surveys and observing their comfortableness using technology through observational methods, the researcher can gauge what they can help understand if a full-fledged implementation can face an issue. This also helps in understanding if the students are impacted in any way with this change.

Some other research problems and research questions that can lead to descriptive research are:

  • Market researchers want to observe the habits of consumers.
  • A company wants to evaluate the morale of its staff.
  • A school district wants to understand if students will access online lessons rather than textbooks.
  • To understand if its wellness questionnaire programs enhance the overall health of the employees.

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18 Descriptive Research Examples

18 Descriptive Research Examples

Dave Cornell (PhD)

Dr. Cornell has worked in education for more than 20 years. His work has involved designing teacher certification for Trinity College in London and in-service training for state governments in the United States. He has trained kindergarten teachers in 8 countries and helped businessmen and women open baby centers and kindergartens in 3 countries.

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18 Descriptive Research Examples

Chris Drew (PhD)

This article was peer-reviewed and edited by Chris Drew (PhD). The review process on Helpful Professor involves having a PhD level expert fact check, edit, and contribute to articles. Reviewers ensure all content reflects expert academic consensus and is backed up with reference to academic studies. Dr. Drew has published over 20 academic articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education and holds a PhD in Education from ACU.

descriptive research design paper

Descriptive research involves gathering data to provide a detailed account or depiction of a phenomenon without manipulating variables or conducting experiments.

A scholarly definition is:

“Descriptive research is defined as a research approach that describes the characteristics of the population, sample or phenomenon studied. This method focuses more on the “what” rather than the “why” of the research subject.” (Matanda, 2022, p. 63)

The key feature of descriptive research is that it merely describes phenomena and does not attempt to manipulate variables nor determine cause and effect .

To determine cause and effect , a researcher would need to use an alternate methodology, such as experimental research design .

Common approaches to descriptive research include:

  • Cross-sectional research : A cross-sectional study gathers data on a population at a specific time to get descriptive data that could include categories (e.g. age or income brackets) to get a better understanding of the makeup of a population.
  • Longitudinal research : Longitudinal studies return to a population to collect data at several different points in time, allowing for description of changes in categories over time. However, as it’s descriptive, it cannot infer cause and effect (Erickson, 2017).

Methods that could be used include:

  • Surveys: For example, sending out a census survey to be completed at the exact same date and time by everyone in a population.
  • Case Study : For example, an in-depth description of a specific person or group of people to gain in-depth qualitative information that can describe a phenomenon but cannot be generalized to other cases.
  • Observational Method : For example, a researcher taking field notes in an ethnographic study. (Siedlecki, 2020)

Descriptive Research Examples

1. Understanding Autism Spectrum Disorder (Psychology): Researchers analyze various behavior patterns, cognitive skills, and social interaction abilities specific to children with Autism Spectrum Disorder to comprehensively describe the disorder’s symptom spectrum. This detailed description classifies it as descriptive research, rather than analytical or experimental, as it merely records what is observed without altering any variables or trying to establish causality.

2. Consumer Purchase Decision Process in E-commerce Marketplaces (Marketing): By documenting and describing all the factors that influence consumer decisions on online marketplaces, researchers don’t attempt to predict future behavior or establish causes—just describe observed behavior—making it descriptive research.

3. Impacts of Climate Change on Agricultural Practices (Environmental Studies): Descriptive research is seen as scientists outline how climate changes influence various agricultural practices by observing and then meticulously categorizing the impacts on crop variability, farming seasons, and pest infestations without manipulating any variables in real-time.

4. Work Environment and Employee Performance (Human Resources Management): A study of this nature, describing the correlation between various workplace elements and employee performance, falls under descriptive research as it merely narrates the observed patterns without altering any conditions or testing hypotheses.

5. Factors Influencing Student Performance (Education): Researchers describe various factors affecting students’ academic performance, such as studying techniques, parental involvement, and peer influence. The study is categorized as descriptive research because its principal aim is to depict facts as they stand without trying to infer causal relationships.

6. Technological Advances in Healthcare (Healthcare): This research describes and categorizes different technological advances (such as telemedicine, AI-enabled tools, digital collaboration) in healthcare without testing or modifying any parameters, making it an example of descriptive research.

7. Urbanization and Biodiversity Loss (Ecology): By describing the impact of rapid urban expansion on biodiversity loss, this study serves as a descriptive research example. It observes the ongoing situation without manipulating it, offering a comprehensive depiction of the existing scenario rather than investigating the cause-effect relationship.

8. Architectural Styles across Centuries (Art History): A study documenting and describing various architectural styles throughout centuries essentially represents descriptive research. It aims to narrate and categorize facts without exploring the underlying reasons or predicting future trends.

9. Media Usage Patterns among Teenagers (Sociology): When researchers document and describe the media consumption habits among teenagers, they are performing a descriptive research study. Their main intention is to observe and report the prevailing trends rather than establish causes or predict future behaviors.

10. Dietary Habits and Lifestyle Diseases (Nutrition Science): By describing the dietary patterns of different population groups and correlating them with the prevalence of lifestyle diseases, researchers perform descriptive research. They merely describe observed connections without altering any diet plans or lifestyles.

11. Shifts in Global Energy Consumption (Environmental Economics): When researchers describe the global patterns of energy consumption and how they’ve shifted over the years, they conduct descriptive research. The focus is on recording and portraying the current state without attempting to infer causes or predict the future.

12. Literacy and Employment Rates in Rural Areas (Sociology): A study aims at describing the literacy rates in rural areas and correlating it with employment levels. It falls under descriptive research because it maps the scenario without manipulating parameters or proving a hypothesis.

13. Women Representation in Tech Industry (Gender Studies): A detailed description of the presence and roles of women across various sectors of the tech industry is a typical case of descriptive research. It merely observes and records the status quo without establishing causality or making predictions.

14. Impact of Urban Green Spaces on Mental Health (Environmental Psychology): When researchers document and describe the influence of green urban spaces on residents’ mental health, they are undertaking descriptive research. They seek purely to understand the current state rather than exploring cause-effect relationships.

15. Trends in Smartphone usage among Elderly (Gerontology): Research describing how the elderly population utilizes smartphones, including popular features and challenges encountered, serves as descriptive research. Researcher’s aim is merely to capture what is happening without manipulating variables or posing predictions.

16. Shifts in Voter Preferences (Political Science): A study describing the shift in voter preferences during a particular electoral cycle is descriptive research. It simply records the preferences revealed without drawing causal inferences or suggesting future voting patterns.

17. Understanding Trust in Autonomous Vehicles (Transportation Psychology): This comprises research describing public attitudes and trust levels when it comes to autonomous vehicles. By merely depicting observed sentiments, without engineering any situations or offering predictions, it’s considered descriptive research.

18. The Impact of Social Media on Body Image (Psychology): Descriptive research to outline the experiences and perceptions of individuals relating to body image in the era of social media. Observing these elements without altering any variables qualifies it as descriptive research.

Descriptive vs Experimental Research

Descriptive research merely observes, records, and presents the actual state of affairs without manipulating any variables, while experimental research involves deliberately changing one or more variables to determine their effect on a particular outcome.

De Vaus (2001) succinctly explains that descriptive studies find out what is going on , but experimental research finds out why it’s going on /

Simple definitions are below:

  • Descriptive research is primarily about describing the characteristics or behaviors in a population, often through surveys or observational methods. It provides rich detail about a specific phenomenon but does not allow for conclusive causal statements; however, it can offer essential leads or ideas for further experimental research (Ivey, 2016).
  • Experimental research , often conducted in controlled environments, aims to establish causal relationships by manipulating one or more independent variables and observing the effects on dependent variables (Devi, 2017; Mukherjee, 2019).

Experimental designs often involve a control group and random assignment . While it can provide compelling evidence for cause and effect, its artificial setting might not perfectly mirror real-worldly conditions, potentially affecting the generalizability of its findings.

These two types of research are complementary, with descriptive studies often leading to hypotheses that are then tested experimentally (Devi, 2017; Zhao et al., 2021).

ParameterDescriptive ResearchExperimental Research
To describe and explore phenomena without influencing variables (Monsen & Van Horn, 2007).To investigate cause-and-effect relationships by manipulating variables.
Observational and non-intrusive.Manipulative and controlled.
Typically not aimed at testing a hypothesis.Generally tests a hypothesis (Mukherjee, 2019).
No variables are manipulated (Erickson, 2017).Involves manipulation of one or more variables (independent variables).
No control over variables and environment.Strict control over variables and environment.
Does not establish causal relationships.Aims to establish causal relationships.
Not focused on predicting outcomes.Often seeks to predict outcomes based on variable manipulation (Zhao et al., 2021).
Uses surveys, observations, and case studies (Ivey, 2016).Employs controlled experiments often with experimental and control groups.
Typically fewer ethical concerns due to non-interference.Potential ethical considerations due to manipulation and intervention (Devi, 2017).

Benefits and Limitations of Descriptive Research

Descriptive research offers several benefits: it allows researchers to gather a vast amount of data and present a complete picture of the situation or phenomenon under study, even within large groups or over long time periods.

It’s also flexible in terms of the variety of methods used, such as surveys, observations, and case studies, and it can be instrumental in identifying patterns or trends and generating hypotheses (Erickson, 2017).

However, it also has its limitations.

The primary drawback is that it can’t establish cause-effect relationships, as no variables are manipulated. This lack of control over variables also opens up possibilities for bias, as researchers might inadvertently influence responses during data collection (De Vaus, 2001).

Additionally, the findings of descriptive research are often not generalizable since they are heavily reliant on the chosen sample’s characteristics.

Provides a comprehensive and detailed profile of the subject or issue through rich data, offering a thorough understanding (Gresham, 2016). Cannot or external factors, potentially influencing the accuracy and reliability of the data.
Helps to identify patterns, trends, and variables for subsequent experimental or correlational research – Krishnaswamy et al. (2009) call it “fact finding” research, setting the groundwork for future experimental studies. Cannot establish causal relationships due to its observational nature, limiting the explanatory power.

See More Types of Research Design Here

De Vaus, D. A. (2001). Research Design in Social Research . SAGE Publications.

Devi, P. S. (2017). Research Methodology: A Handbook for Beginners . Notion Press.

Erickson, G. S. (2017). Descriptive research design. In  New Methods of Market Research and Analysis  (pp. 51-77). Edward Elgar Publishing.

Gresham, B. B. (2016). Concepts of Evidence-based Practice for the Physical Therapist Assistant . F.A. Davis Company.

Ivey, J. (2016). Is descriptive research worth doing?.  Pediatric nursing ,  42 (4), 189. ( Source )

Krishnaswamy, K. N., Sivakumar, A. I., & Mathirajan, M. (2009). Management Research Methodology: Integration of Principles, Methods and Techniques . Pearson Education.

Matanda, E. (2022). Research Methods and Statistics for Cross-Cutting Research: Handbook for Multidisciplinary Research . Langaa RPCIG.

Monsen, E. R., & Van Horn, L. (2007). Research: Successful Approaches . American Dietetic Association.

Mukherjee, S. P. (2019). A Guide to Research Methodology: An Overview of Research Problems, Tasks and Methods . CRC Press.

Siedlecki, S. L. (2020). Understanding descriptive research designs and methods.  Clinical Nurse Specialist ,  34 (1), 8-12. ( Source )

Zhao, P., Ross, K., Li, P., & Dennis, B. (2021). Making Sense of Social Research Methodology: A Student and Practitioner Centered Approach . SAGE Publications.

Dave

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Chris

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Bridging the Gap: Overcome these 7 flaws in descriptive research design

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Descriptive research design is a powerful tool used by scientists and researchers to gather information about a particular group or phenomenon. This type of research provides a detailed and accurate picture of the characteristics and behaviors of a particular population or subject. By observing and collecting data on a given topic, descriptive research helps researchers gain a deeper understanding of a specific issue and provides valuable insights that can inform future studies.

In this blog, we will explore the definition, characteristics, and common flaws in descriptive research design, and provide tips on how to avoid these pitfalls to produce high-quality results. Whether you are a seasoned researcher or a student just starting, understanding the fundamentals of descriptive research design is essential to conducting successful scientific studies.

Table of Contents

What Is Descriptive Research Design?

The descriptive research design involves observing and collecting data on a given topic without attempting to infer cause-and-effect relationships. The goal of descriptive research is to provide a comprehensive and accurate picture of the population or phenomenon being studied and to describe the relationships, patterns, and trends that exist within the data.

Descriptive research methods can include surveys, observational studies , and case studies, and the data collected can be qualitative or quantitative . The findings from descriptive research provide valuable insights and inform future research, but do not establish cause-and-effect relationships.

Importance of Descriptive Research in Scientific Studies

1. understanding of a population or phenomenon.

Descriptive research provides a comprehensive picture of the characteristics and behaviors of a particular population or phenomenon, allowing researchers to gain a deeper understanding of the topic.

2. Baseline Information

The information gathered through descriptive research can serve as a baseline for future research and provide a foundation for further studies.

3. Informative Data

Descriptive research can provide valuable information and insights into a particular topic, which can inform future research, policy decisions, and programs.

4. Sampling Validation

Descriptive research can be used to validate sampling methods and to help researchers determine the best approach for their study.

5. Cost Effective

Descriptive research is often less expensive and less time-consuming than other research methods , making it a cost-effective way to gather information about a particular population or phenomenon.

6. Easy to Replicate

Descriptive research is straightforward to replicate, making it a reliable way to gather and compare information from multiple sources.

Key Characteristics of Descriptive Research Design

The primary purpose of descriptive research is to describe the characteristics, behaviors, and attributes of a particular population or phenomenon.

2. Participants and Sampling

Descriptive research studies a particular population or sample that is representative of the larger population being studied. Furthermore, sampling methods can include convenience, stratified, or random sampling.

3. Data Collection Techniques

Descriptive research typically involves the collection of both qualitative and quantitative data through methods such as surveys, observational studies, case studies, or focus groups.

4. Data Analysis

Descriptive research data is analyzed to identify patterns, relationships, and trends within the data. Statistical techniques , such as frequency distributions and descriptive statistics, are commonly used to summarize and describe the data.

5. Focus on Description

Descriptive research is focused on describing and summarizing the characteristics of a particular population or phenomenon. It does not make causal inferences.

6. Non-Experimental

Descriptive research is non-experimental, meaning that the researcher does not manipulate variables or control conditions. The researcher simply observes and collects data on the population or phenomenon being studied.

When Can a Researcher Conduct Descriptive Research?

A researcher can conduct descriptive research in the following situations:

  • To better understand a particular population or phenomenon
  • To describe the relationships between variables
  • To describe patterns and trends
  • To validate sampling methods and determine the best approach for a study
  • To compare data from multiple sources.

Types of Descriptive Research Design

1. survey research.

Surveys are a type of descriptive research that involves collecting data through self-administered or interviewer-administered questionnaires. Additionally, they can be administered in-person, by mail, or online, and can collect both qualitative and quantitative data.

2. Observational Research

Observational research involves observing and collecting data on a particular population or phenomenon without manipulating variables or controlling conditions. It can be conducted in naturalistic settings or controlled laboratory settings.

3. Case Study Research

Case study research is a type of descriptive research that focuses on a single individual, group, or event. It involves collecting detailed information on the subject through a variety of methods, including interviews, observations, and examination of documents.

4. Focus Group Research

Focus group research involves bringing together a small group of people to discuss a particular topic or product. Furthermore, the group is usually moderated by a researcher and the discussion is recorded for later analysis.

5. Ethnographic Research

Ethnographic research involves conducting detailed observations of a particular culture or community. It is often used to gain a deep understanding of the beliefs, behaviors, and practices of a particular group.

Advantages of Descriptive Research Design

1. provides a comprehensive understanding.

Descriptive research provides a comprehensive picture of the characteristics, behaviors, and attributes of a particular population or phenomenon, which can be useful in informing future research and policy decisions.

2. Non-invasive

Descriptive research is non-invasive and does not manipulate variables or control conditions, making it a suitable method for sensitive or ethical concerns.

3. Flexibility

Descriptive research allows for a wide range of data collection methods , including surveys, observational studies, case studies, and focus groups, making it a flexible and versatile research method.

4. Cost-effective

Descriptive research is often less expensive and less time-consuming than other research methods. Moreover, it gives a cost-effective option to many researchers.

5. Easy to Replicate

Descriptive research is easy to replicate, making it a reliable way to gather and compare information from multiple sources.

6. Informs Future Research

The insights gained from a descriptive research can inform future research and inform policy decisions and programs.

Disadvantages of Descriptive Research Design

1. limited scope.

Descriptive research only provides a snapshot of the current situation and cannot establish cause-and-effect relationships.

2. Dependence on Existing Data

Descriptive research relies on existing data, which may not always be comprehensive or accurate.

3. Lack of Control

Researchers have no control over the variables in descriptive research, which can limit the conclusions that can be drawn.

The researcher’s own biases and preconceptions can influence the interpretation of the data.

5. Lack of Generalizability

Descriptive research findings may not be applicable to other populations or situations.

6. Lack of Depth

Descriptive research provides a surface-level understanding of a phenomenon, rather than a deep understanding.

7. Time-consuming

Descriptive research often requires a large amount of data collection and analysis, which can be time-consuming and resource-intensive.

7 Ways to Avoid Common Flaws While Designing Descriptive Research

descriptive research design paper

1. Clearly define the research question

A clearly defined research question is the foundation of any research study, and it is important to ensure that the question is both specific and relevant to the topic being studied.

2. Choose the appropriate research design

Choosing the appropriate research design for a study is crucial to the success of the study. Moreover, researchers should choose a design that best fits the research question and the type of data needed to answer it.

3. Select a representative sample

Selecting a representative sample is important to ensure that the findings of the study are generalizable to the population being studied. Researchers should use a sampling method that provides a random and representative sample of the population.

4. Use valid and reliable data collection methods

Using valid and reliable data collection methods is important to ensure that the data collected is accurate and can be used to answer the research question. Researchers should choose methods that are appropriate for the study and that can be administered consistently and systematically.

5. Minimize bias

Bias can significantly impact the validity and reliability of research findings.  Furthermore, it is important to minimize bias in all aspects of the study, from the selection of participants to the analysis of data.

6. Ensure adequate sample size

An adequate sample size is important to ensure that the results of the study are statistically significant and can be generalized to the population being studied.

7. Use appropriate data analysis techniques

The appropriate data analysis technique depends on the type of data collected and the research question being asked. Researchers should choose techniques that are appropriate for the data and the question being asked.

Have you worked on descriptive research designs? How was your experience creating a descriptive design? What challenges did you face? Do write to us or leave a comment below and share your insights on descriptive research designs!

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extremely very educative

Indeed very educative and useful. Well explained. Thank you

Simple,easy to understand

Excellent and easy to understand queries and questions get answered easily. Its rather clear than any confusion. Thanks a million Shritika Sirisilla.

Easy to understand. Well written , educative and informative

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Design and Analysis for Quantitative Research in Music Education

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Design and Analysis for Quantitative Research in Music Education

3 Descriptive Research Design

  • Published: March 2018
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This chapter presents two of the most prominent approaches to the design of descriptive research in music education. Simply creating depictions of music teaching and learning experiences that are organized and illustrative of the variation that can exist in any given setting is a worthwhile scientific endeavor in and of itself. Descriptive research is most typically an exploration of what is, what exists, and/or the status of any given topic of interest. The first section deals with basic steps in observational research designs, and the second section outlines critical features of survey designs. These fundamental research design options are excellent entry points for emerging scholars and when employed imaginatively can yield many benefits for the profession.

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Understanding Descriptive Research Designs and Methods

Profile image of Sandra Siedlecki

2020, Clinical Nurse Specialist

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In conducting research, the things that must be considered are as follows: 1. What objects do you want to examine? Generally, the object studied related to health is a person, place and time related to his behavior. 2. Define the purpose of this research? Just to describe the situation or explore a cause-andeffect relationship. 3. Determine the type of research? This type of research is in the form of a description / descriptive or analyzing the relationship between one variable and another. 4. Determine the theoretical framework and research framework (framework of theory and practice)? From this framework, it is transformed into tools, the form of data collection tools, and the types of analysis.

Gerardo Munck

ResearchGate

Joyzy P Egunjobi

Research Method Vs Research Design Students are usually confused about research methods and research designs. These may appear the same, but they are different. Research Methods Research methods can be conceived as various processes, procedures, and tools employed to collect and analyze research data. They are approaches used to execute research plans. A research method is a research paradigm or philosophical framework that research is based. There are three commonest methods in research namely, quantitative, qualitative, and mixed methods. These methods are an umbrella for various research designs. Research Designs Research designs are the overall research structure of a study which help to ensure that the data collected effectively answers the research question(s). Research designs can be Descriptive (e.g., case-study, naturalistic observation, survey), Correlational (e.g., case-control study, observational study), Experimental (e.g., field experiment, controlled experiment, quasiexperiment), Review (literature review, systematic review), and Meta-analytic (meta-analysis) in nature. They can, however, be grouped under research methods. Note that the nature of the research will determine the research method as well as the appropriate research design.

qualitative research designs. Phenomenological, ground theory, ethnography, narrative inquiry, and other related qualitative-related research methodologies are described. In addition, the importance of qualitative research as groundwork for quantitative studies is discussed. This link between qualitative and quantitative research is fundamental to promote evidence-based nursing practice. DESCRIPTORS: nursing research; qualitative analysis; methodology; nursing REVISIÓN DE DISEÑOS RELEVANTES PARA ENFERMERÍA:

Lova Rakotoarison

Osei Yeboah Emmanuel

This paper compares the research approaches; Qualitative and quantitative research, by outlining the difference and similarities between them.

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Characteristics of Qualitative Descriptive Studies: A Systematic Review

MSN, CRNP, Doctoral Candidate, University of Pennsylvania School of Nursing

Justine S. Sefcik

MS, RN, Doctoral Candidate, University of Pennsylvania School of Nursing

Christine Bradway

PhD, CRNP, FAAN, Associate Professor of Gerontological Nursing, University of Pennsylvania School of Nursing

Qualitative description (QD) is a term that is widely used to describe qualitative studies of health care and nursing-related phenomena. However, limited discussions regarding QD are found in the existing literature. In this systematic review, we identified characteristics of methods and findings reported in research articles published in 2014 whose authors identified the work as QD. After searching and screening, data were extracted from the sample of 55 QD articles and examined to characterize research objectives, design justification, theoretical/philosophical frameworks, sampling and sample size, data collection and sources, data analysis, and presentation of findings. In this review, three primary findings were identified. First, despite inconsistencies, most articles included characteristics consistent with limited, available QD definitions and descriptions. Next, flexibility or variability of methods was common and desirable for obtaining rich data and achieving understanding of a phenomenon. Finally, justification for how a QD approach was chosen and why it would be an appropriate fit for a particular study was limited in the sample and, therefore, in need of increased attention. Based on these findings, recommendations include encouragement to researchers to provide as many details as possible regarding the methods of their QD study so that readers can determine whether the methods used were reasonable and effective in producing useful findings.

Qualitative description (QD) is a label used in qualitative research for studies which are descriptive in nature, particularly for examining health care and nursing-related phenomena ( Polit & Beck, 2009 , 2014 ). QD is a widely cited research tradition and has been identified as important and appropriate for research questions focused on discovering the who, what, and where of events or experiences and gaining insights from informants regarding a poorly understood phenomenon. It is also the label of choice when a straight description of a phenomenon is desired or information is sought to develop and refine questionnaires or interventions ( Neergaard et al., 2009 ; Sullivan-Bolyai et al., 2005 ).

Despite many strengths and frequent citations of its use, limited discussions regarding QD are found in qualitative research textbooks and publications. To the best of our knowledge, only seven articles include specific guidance on how to design, implement, analyze, or report the results of a QD study ( Milne & Oberle, 2005 ; Neergaard, Olesen, Andersen, & Sondergaard, 2009 ; Sandelowski, 2000 , 2010 ; Sullivan-Bolyai, Bova, & Harper, 2005 ; Vaismoradi, Turunen, & Bondas, 2013 ; Willis, Sullivan-Bolyai, Knafl, & Zichi-Cohen, 2016 ). Furthermore, little is known about characteristics of QD as reported in journal-published, nursing-related, qualitative studies. Therefore, the purpose of this systematic review was to describe specific characteristics of methods and findings of studies reported in journal articles (published in 2014) self-labeled as QD. In this review, we did not have a goal to judge whether QD was done correctly but rather to report on the features of the methods and findings.

Features of QD

Several QD design features and techniques have been described in the literature. First, researchers generally draw from a naturalistic perspective and examine a phenomenon in its natural state ( Sandelowski, 2000 ). Second, QD has been described as less theoretical compared to other qualitative approaches ( Neergaard et al., 2009 ), facilitating flexibility in commitment to a theory or framework when designing and conducting a study ( Sandelowski, 2000 , 2010 ). For example, researchers may or may not decide to begin with a theory of the targeted phenomenon and do not need to stay committed to a theory or framework if their investigations take them down another path ( Sandelowski, 2010 ). Third, data collection strategies typically involve individual and/or focus group interviews with minimal to semi-structured interview guides ( Neergaard et al., 2009 ; Sandelowski, 2000 ). Fourth, researchers commonly employ purposeful sampling techniques such as maximum variation sampling which has been described as being useful for obtaining broad insights and rich information ( Neergaard et al., 2009 ; Sandelowski, 2000 ). Fifth, content analysis (and in many cases, supplemented by descriptive quantitative data to describe the study sample) is considered a primary strategy for data analysis ( Neergaard et al., 2009 ; Sandelowski, 2000 ). In some instances thematic analysis may also be used to analyze data; however, experts suggest care should be taken that this type of analysis is not confused with content analysis ( Vaismoradi et al., 2013 ). These data analysis approaches allow researchers to stay close to the data and as such, interpretation is of low-inference ( Neergaard et al., 2009 ), meaning that different researchers will agree more readily on the same findings even if they do not choose to present the findings in the same way ( Sandelowski, 2000 ). Finally, representation of study findings in published reports is expected to be straightforward, including comprehensive descriptive summaries and accurate details of the data collected, and presented in a way that makes sense to the reader ( Neergaard et al., 2009 ; Sandelowski, 2000 ).

It is also important to acknowledge that variations in methods or techniques may be appropriate across QD studies ( Sandelowski, 2010 ). For example, when consistent with the study goals, decisions may be made to use techniques from other qualitative traditions, such as employing a constant comparative analytic approach typically associated with grounded theory ( Sandelowski, 2000 ).

Search Strategy and Study Screening

The PubMed electronic database was searched for articles written in English and published from January 1, 2014 to December 31, 2014, using the terms, “qualitative descriptive study,” “qualitative descriptive design,” and “qualitative description,” combined with “nursing.” This specific publication year, “2014,” was chosen because it was the most recent full year at the time of beginning this systematic review. As we did not intend to identify trends in QD approaches over time, it seemed reasonable to focus on the nursing QD studies published in a certain year. The inclusion criterion for this review was data-based, nursing-related, research articles in which authors used the terms QD, qualitative descriptive study, or qualitative descriptive design in their titles or abstracts as well as in the main texts of the publication.

All articles yielded through an initial search in PubMed were exported into EndNote X7 ( Thomson Reuters, 2014 ), a reference management software, and duplicates were removed. Next, titles and abstracts were reviewed to determine if the publication met inclusion criteria; all articles meeting inclusion criteria were then read independently in full by two authors (HK and JS) to determine if the terms – QD or qualitative descriptive study/design – were clearly stated in the main texts. Any articles in which researchers did not specifically state these key terms in the main text were then excluded, even if the terms had been used in the study title or abstract. In one article, for example, although “qualitative descriptive study” was reported in the published abstract, the researchers reported a “qualitative exploratory design” in the main text of the article ( Sundqvist & Carlsson, 2014 ); therefore, this article was excluded from our review. Despite the possibility that there may be other QD studies published in 2014 that were not labeled as such, to facilitate our screening process we only included articles where the researchers clearly used our search terms for their approach. Finally, the two authors compared, discussed, and reconciled their lists of articles with a third author (CB).

Study Selection

Initially, although the year 2014 was specifically requested, 95 articles were identified (due to ahead of print/Epub) and exported into the EndNote program. Three duplicate publications were removed and the 20 articles with final publication dates of 2015 were also excluded. The remaining 72 articles were then screened by examining titles, abstracts, and full-texts. Based on our inclusion criteria, 15 (of 72) were then excluded because QD or QD design/study was not identified in the main text. We then re-examined the remaining 57 articles and excluded two additional articles that did not meet inclusion criteria (e.g., QD was only reported as an analytic approach in the data analysis section). The remaining 55 publications met inclusion criteria and comprised the sample for our systematic review (see Figure 1 ).

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Flow Diagram of Study Selection

Of the 55 publications, 23 originated from North America (17 in the United States; 6 in Canada), 12 from Asia, 11 from Europe, 7 from Australia and New Zealand, and 2 from South America. Eleven studies were part of larger research projects and two of them were reported as part of larger mixed-methods studies. Four were described as a secondary analysis.

Quality Appraisal Process

Following the identification of the 55 publications, two authors (HK and JS) independently examined each article using the Critical Appraisal Skills Programme (CASP) qualitative checklist ( CASP, 2013 ). The CASP was chosen to determine the general adequacy (or rigor) of the qualitative studies included in this review as the CASP criteria are generic and intend to be applied to qualitative studies in general. In addition, the CASP was useful because we were able to examine the internal consistency between study aims and methods and between study aims and findings as well as the usefulness of findings ( CASP, 2013 ). The CASP consists of 10 main questions with several sub-questions to consider when making a decision about the main question ( CASP, 2013 ). The first two questions have reviewers examine the clarity of study aims and appropriateness of using qualitative research to achieve the aims. With the next eight questions, reviewers assess study design, sampling, data collection, and analysis as well as the clarity of the study’s results statement and the value of the research. We used the seven questions and 17 sub-questions related to methods and statement of findings to evaluate the articles. The results of this process are presented in Table 1 .

CASP Questions and Quality Appraisal Results (N = 55)

CASP Questions
• CASP Subquestions
Results
YesNoCan’t tell
Was the research design appropriate to address the aims of the research?
• Did the researcher justify the research design?2647.32850.911.8
Was the recruitment strategy appropriate to the aims of the research?
• Did the researcher explain how the participants were selected?4480610.959.1
Was the data collected in a way that addressed the research issue?
• Was the setting for data collection justified?3156.42138.235.4
• Was it clear how data were collected e.g., focus group, semistructured interview etc.?5510000.000.0
• Did the researcher justify the methods chosen?1323.64174.511.8
• Did the researcher make the methods explicit e.g., for the interview method, was there an indication of how interviews were conducted, or did they use a topic guide?5192.747.300.0
• Was the form of data clear e.g., tape recordings, video materials, notes, etc.?5498.200.011.8
• Did the researcher discuss saturation of data?2036.43563.600.0
Has the relationship between researcher and participants been adequately considered?
• Did the researcher critically examine their own role, potential bias, and influence during data collection, including sample recruitment and choice of location47.35090.911.8
Have ethical issues been taken into consideration?
• Was there sufficient detail about how the research was explained to participants for the reader to assess whether ethical standards were maintained?4989.147.323.6
• Was approval sought from an ethics committee?5192.747.300.0
Was the data analysis sufficiently rigorous?
• Was there an in-depth description of the analysis process?4683.6916.400.0
• Was thematic or content analysis used. If so, was it clear how the categories/themes derived from the data?5192.735.511.8
• Did the researcher critically examine their own role, potential bias and influence during analysis and selection of data for presentation?2036.43054.559.1
Was there a clear statement of findings?
• Were the findings explicit?551000000
• Did the researcher discuss the credibility of their findings (e.g., triangulation)4683.6814.511.8
• Were the findings discussed in relation to the original research question?551000000

Note . The CASP questions are adapted from “10 questions to help you make sense of qualitative research,” by Critical Appraisal Skills Programme, 2013, retrieved from http://media.wix.com/ugd/dded87_29c5b002d99342f788c6ac670e49f274.pdf . Its license can be found at http://creativecommons.org/licenses/by-nc-sa/3.0/

Once articles were assessed by the two authors independently, all three authors discussed and reconciled our assessment. No articles were excluded based on CASP results; rather, results were used to depict the general adequacy (or rigor) of all 55 articles meeting inclusion criteria for our systematic review. In addition, the CASP was included to enhance our examination of the relationship between the methods and the usefulness of the findings documented in each of the QD articles included in this review.

Process for Data Extraction and Analysis

To further assess each of the 55 articles, data were extracted on: (a) research objectives, (b) design justification, (c) theoretical or philosophical framework, (d) sampling and sample size, (e) data collection and data sources, (f) data analysis, and (g) presentation of findings (see Table 2 ). We discussed extracted data and identified common and unique features in the articles included in our systematic review. Findings are described in detail below and in Table 3 .

Elements for Data Extraction

ElementsData Extraction
Research objectives• Verbs used in objectives or aims
• Focuses of study
Design justification• If the article cited references for qualitative description
• If the article offered rationale to choose qualitative description
• References cited
• Rationale reported
Theoretical or philosophical
frameworks
• If the article has theoretical or philosophical frameworks for study
• Theoretical or philosophical frameworks reported
• How the frameworks were used in data collection and analysis
Sampling and sample sizes• Sampling strategies (e.g., purposeful sampling, maximum variation)
• Sample size
Data collection and sources• Data collection techniques (e.g., individual or focus-group interviews, interview guide, surveys, field notes)
Data analysis• Data analysis techniques (e.g., qualitative content analysis, thematic analysis, constant comparison)
• If data saturation was achieved
Presentation of findings• Statement of findings
• Consistency with research objectives

Data Extraction and Analysis Results

Authors
Country
Research
Objectives
Design
justification
Theoretical/
philosophical
frameworks
Sampling/
sample size
Data collection
and data sources
Data analysisFindings

• USA
• Explore
• Responses to
communication
strategies
• (-) Reference
• (-) Rationale
Not reported
(NR)
• Purposive
sampling/
maximum
variation
• 32 family
members
• Interviews
• Observations
• Review of
daily flow sheet
• Demographics
• Inductive and
deductive
qualitative content
analysis
• (-) Data saturation
Five themes about
family members’
perceptions of
nursing
communication
approaches

• Sweden
• Describe
• Experiences of
using guidelines
in daily practice
• (-) Reference
• (+) Rationale
• Part of a
research
program
NR• Unspecified
• 8 care
providers
• Semistructured,
individual
interviews
• Interview guide
• Qualitative content
analysis
• (-) Data saturation
One theme and
seven subthemes
about care
providers’
experiences of
using guidelines in
daily practice

• USA
• Examine
• Culturally
specific views of
processes and
causes of midlife
weight gain
• (-) Reference
• (-) Rationale
Health belief
model and
Kleiman’s
explanatory
model
• Unspecified
• 19 adults
• Semistructured,
individual
interview
• Conventional
content analysis
• (-) Data saturation
Three main
categories (from the
model) and eight
subthemes about
causes of weight
gain in midlife

• Iran
• Explore
• Factors initiating
responsibility
among medical
trainees
• (-) Reference
• (+) Rationale
NR• Convenience,
snowball, and
maximum
variation
sampling
• 15 trainees
and other
professionals
• Semistructured,
individual
interview
• Interview guide
• Conventional
content analysis
• Constant
comparison
• (+) Data saturation
Two themes and
individual and non-
individual-based
factors per theme

• Iran
• Explore
• Factors related
to job satisfaction
and dissatisfaction
• (-) Reference
• (-) Rationale
NR• Convenience
sampling
• 85 nurses
• Semistructured
focus group
interviews
• Interview guide
• Thematic analysis
• (+) Data saturation
Three main themes
and associated
factors regarding
job satisfaction and
dissatisfaction

• Norway
• Describe
• Perceptions on
simulation-based
team training
• (-) Reference
• (-) Rationale
NR• Strategic
sampling
• 18 registered
nurses
• Semistructured
individual
interviews
• Inductive content
analysis
• (-) Data saturation
One main category,
three categories,
and six sub-
categories
regarding nurses’
perceptions on
simulation-based
team training

• USA
• Determine
• Barriers and
supports for
attending college
and nursing
school
• (-) Reference
• (-) Rationale
NR• Unspecified
• 45 students
• Focus-group
interviews
• Using
Photovoice and
SHOWeD
• Constant
comparison
• (-) Data saturation
Five themes about
facilitators and
barriers

• USA
• Explore
• Reasons for
choosing home
birth and birth
experiences
• (-) Reference
• (-) Rationale
NR• Purposeful
sampling
• 20 women
• Semistructured
focus-group
interviews
• Interview guide
• Field notes
• Qualitative content
analysis
• (+) Data saturation
Five common themes
and concepts about
reasons for choosing
home birth based on
their birth
experiences

• New Zealand
• Explore
• Normal fetal
activity related to
hunger and
satiation
• (+) Reference
• (+) Rationale

• Denzin & Lincoln (2011)
NR• Purposive
sampling
• 19 pregnant
women
• Semistructured
individual
interviews
• Open-ended
questions
• Inductive
qualitative content
analysis
• Descriptive
statistical analysis
• (+) Data saturation
Four patterns
regarding fetal
activities in
relation to meal
anticipation,
maternal hunger,
maternal meal
consummation,
and maternal
satiety

• Italy
• Explore,
describe, and
compare
• perceptions of
nursing caring
• (+) Reference
• (-) Rationale
NR• Purposive
sampling
• 20 nurses and
20 patients
• Semistructured
individual
interviews
• Interview guide
• Field notes
during
interviews
• Unspecified
various analytic
strategies including
constant comparison
• (-) Data saturation
Nursing caring
from both patients’
and nurses’
perspectives – a
summary of data in
visible caring and
invisible caring

• Hong Kong
• Address
• How to reduce
coronary heart
disease risks
• (+) Reference
• (+) Rationale
• Secondary
analysis

NR• Convenience
and snowball
sampling
• 105 patients
• Focus-group
interviews
• Interview guide
• Content analysis
• (+) Data saturation
Four categories about
patients’ abilities to
reduce coronary heart
disease

• Taiwan
• Explore
• Reasons for
young–old people
not killing
themselves
• (-) Reference
• (-) Rationale
NR• Convenience
sampling
• 31 older
adults
• Semistructured
individual
interviews
• Interview guide
• Observation
with
memos/reflective
journal
• Content analysis
• (+) Data saturation
Six themes regarding
reasons for not
committing to suicide

• USA
• Explore
• Neonatal
intensive care unit
experiences
• (+) Reference
• (+) Rationale
NR• Purposive
sampling and
convenience
sample
• 15 mothers
• Semistructured
individual
interviews
• Interview guide
• Qualitative content
analysis
• (+) Data saturation
Four themes about
participants’
experiences of
neonatal intensive
care unit

• Colombia
• Investigate
• Barriers/facilitators
to implementing
evidence-based
nursing
• (+) Reference
• (-) Rationale
Ottawa model
for research
use:
knowledge
translation
framework
• Convenience
sampling
• 13 nursing
professionals
• Semistructured
individual
interviews
• Interview guide
• Inductive
qualitative content
analysis
• Constant
comparison
• (-) Data saturation
Four main barriers
and potential
facilitators to
evidence-based
nursing

• Australia
• Explore
• Perceptions and
utilization of
diaries
• (+) Reference
• (-) Rationale
NR• Unspecified
• 19 patients
and families
• Responses to
open-ended
questions on
survey
• Unspecified
analysis strategy
• (-) Data saturation
Five themes
regarding perceptions
on use of diaries and
descriptive statistics
using frequencies of
utilization

• USA
• Explore
• Knowledge,
attitudes, and
beliefs about
sexual consent
• (-) Reference
• (-) Rationale
• Part of a larger
mixed-method
study
Theory of
planned
behavior
• Purposive
sampling
• snowball
sampling
• 26 women
• Semistructured
focus-group
interviews
• Interview guide
• Content analysis
• (+) Data saturation
Three main
categories and
subthemes regarding
sexual consent

• Sweden
• Describe
• Experiences of
knowledge
development in
wound
management
• (+) Reference
• (+) Rationale:
weak
NR• Purposive
sampling
• 16 district
nurses
• Individual
interviews
• Interview guide
• Qualitative content
analysis
• (-) Data saturation
Three categories and
eleven sub-categories
about knowledge
development
experiences in wound
management

• USA
• Describe
• Parental-pain
journey, beliefs
about pain, and
attitudes/behaviors
related to
children’s
responses
• (+) Reference
• (+) Rationale


• Part of a larger
mixed methods
study
NR• Purposive
sampling
• 9 parents
• Individual
interviews
• One open-
ended question
• Qualitative content
analysis
• (+) Data saturation
Two main themes,
categories, and
subcategories about
parents’ experiences
of observing
children’s pain

• USA
• Describe
• Challenges and
barriers in
providing
culturally
competent care
• (+) Reference
• (+) Rationale

• Secondary
analysis
NR• Stratified
sampling
• 253 nurses
• Written
responses to 2
open-ended
questions on
survey
• Thematic analysis
• (-) Data saturation
Three themes
regarding
challenges/barriers

• Denmark
• Describe
• Experiences of
childbirth
• (-) Reference
• (-) Rationale
• A substudy
NR• Purposive
sampling with
maximum
variation
• Partners of 10
women
• Semistructured,
individual
interviews
• Interview guide
• Thematic analysis
• (+) Data saturation
Three themes and
four subthemes about
partners’ experiences
of women’s
childbirth

• Australia
• Explore
• Perceptions
about medical
nutrition and
hydration at the
end of life
• (+) Reference
• (+) Rationale
NR• Purposeful
sampling
• 10 nurses
• Focus-group
interviews
• “analyzed
thematically”
• (-) Data saturation
One main theme and
four subthemes
regarding nurses’
perceptions on EOL-
related medical
nutrition and
hydration

• USA
• Describe
• Reasons for
leaving a home
visiting program
early
• (-) Reference
• (-) Rationale
NR• Convenience
sample
• 32 mothers,
nurses, and
nurse
supervisors
• Semistructured,
individual
interviews
• Focus-group
interviews
• Interview guide
• Inductive content
analysis
• Constant
comparison
approach
• (+) Data saturation
Three sets of reasons
for leaving a home
visiting program

• Sweden
• Explore and
describe
• Beliefs and
attitudes around
the decision for a
caesarean section
• (+) Reference
• (+) Rationale

NR• Unspecified
• 21 males
• Individual
telephone
interviews
• Thematic analysis
• Constant
comparison
approach
• (-) Data saturation
Two themes and
subthemes in relation
to the research
objective

• Taiwan
• Explore
• Illness
experiences of
early onset of
knee osteoarthritis
• (+) Reference
• (+) Rationale


• Part of a large
research series
NR• Purposive
sampling
• 17 adults
• Semistructured,
Individual
interviews
• Interview guide
• Memo/field
notes
(observations)
• Inductive content
analysis
• (+) Data saturation
Three major themes
and nine subthemes
regarding
experiences of early
onset-knee
osteoarthritis

• Australia
• Explore
• Perceptions
about bedside
handover (new
model) by nurses
• (+) Reference
• (+) Rationale

NR• Purposive
sampling
• 30 patients
• Semistructured,
individual
interviews
• Interview guide
• Thematic content
analysis
• (-) Data analysis
Two dominant
themes and related
subthemes regarding
patients’ thoughts
about nurses’ bedside
handover

• Sweden
• Identify
• Patterns in
learning when
living with
diabetes
• (-) Reference
• (-) Rationale
NR• Purposive
sampling with
variations in
age and sex
• 13
participants
• Semistructured,
individual interviews (3
times over 3
years)

analysis process
• Inductive
qualitative content
analysis
• (-) Data saturation
Five main patterns of
learning when living
with diabetes for
three years following
diagnosis

• Canada
• Evaluate
• Book chat
intervention based
on a novel
• (-) Reference
• (-) Rationale
• Part of a larger
research project
NR• Unspecified
• 11 long-term-
care staff
• Questionnaire
with two open-
ended questions
• Thematic content
analysis
• (-) Data saturation
Five themes (positive
comments) about the
book chat with brief
description

• Taiwan
• Explore
• Facilitators and
barriers to
implementing
smoking-
cessation
counseling
services
• (-) Reference
• (-) Rationale
NR• Unspecified
• 16 nurse-
counselors
• Semistructured
individual
interviews
• Interview guide
• Inductive content
analysis
• Constant
comparison
• (-) Data saturation
Two themes and
eight subthemes
about facilitators and
barriers described
using 2-4 quotations
per subtheme

• USA
• Identify
• Educational
strategies to
manage disruptive
behavior
• (-) Reference
• (-) Rationale
• Part of a larger
study
NR• Unspecified
• 9 nurses
• Semistructured,
individual
interviews
• Interview guide
• Content analysis
procedures
• (-) Data saturation
Two main themes
regarding education
strategies for nurse
educators

• USA
• Explore
• Experiences of
difficulty
resolving patient-
related concerns
• (-) Reference
• (-) Rationale
• Secondary
analysis
NR• Unspecified
• 1932
physician,
nursing, and
midwifery
professionals
• E-mail survey
with multiple-
choice and free-
text responses
• Inductive thematic
analysis
• Descriptive
statistics
• (-) Data saturation
One overarching
theme and four
subthemes about
professionals’
experiences of
difficulty resolving
patient-related
concerns

• Singapore
• Explicate
• Experience of
quality of life for
older adults
• (+) Reference
• (+) Rationale
Parse’s human
becoming
paradigm
• Unspecified
• 10 elderly
residents
• Individual
interviews
• Interview
questions
presented (Parse)
• Unspecified
analysis techniques
• (-) Data saturation
Three themes
presented using both
participants’
language and the
researcher’s language

• China
• Explore
• Perspectives on
learning about
caring
• (-) Reference
• (-) Rationale
NR• Purposeful
sampling
• 20 nursing
students
• Focus-group
interviews
• Interview guide
• Conventional
content analysis
• (-) Data saturation
Four categories and
associated
subcategories about
facilitators and
challenges to learning
about caring

• Poland
• Describe and
assess
• Components of
the patient–nurse
relationship and
pediatric-ward
amenities
• (+) Reference
• (-) Rationale
NR• Purposeful,
maximum
variation
sampling
• 26 parents or
caregivers and
22 children
• Individual
interviews
• Qualitative content
analysis
• (-) Data saturation
Five main topics
described from the
perspectives of
children and parents

• Canada
• Evaluate
• Acceptability
and feasibility of
hand-massage
therapy
• (-) Reference
• (-) Rationale
• Secondary to a
RCT
Focused on
feasibility and
acceptability
• Unspecified
• 40 patients
• Semistructured,
individual
interviews
• Field notes
• Video
recording
• Thematic analysis
for acceptability
• Quantitative
ratings of video
items for feasibility
• (-) Data analysis
Summary of data
focusing on
predetermined
indicators of
acceptability and
descriptive statistics
to present feasibility

• USA
• Understand
• Challenges
occurring during
transitions of care
• (+) Reference
• (+) Rationale

• Part of a larger study
NR• Convenience
sample
• 22 nurses
• Focus groups
• Interview guide
• Qualitative content
analysis methods
• (+) Data analysis
Three themes about
challenges regarding
transitions of care:

• Canada
• Understand
• Factors that
influence nurses’
retention in their
current job
• (-) Reference
• (-) Rationale
NR• Purposeful
sampling
• 41 nurses
• Focus-group
interviews
• Interview guide
• Directed content
analysis
• (+) Data saturation
Nurses’ reasons to
stay and leave their
current job

• Australia
• Extend
• Understanding
of caregivers’
views on advance
care planning
• (+) Reference
• (+) Rationale

• Grounded
theory overtone
NR• Theoretical
sampling
• 18 caregivers
• Semistructured
focus group and
individual
interviews
• Interview guide
• Vignette
technique
• Inductive, cyclic,
and constant
comparative
analysis
• (-) Data analysis
Three themes
regarding caregivers’
perceptions on
advance care
planning

• USA
• Describe
• Outcomes older
adults with
epilepsy hope to
achieve in
management
• (-) Reference
• (-) Rationale
NR• Unspecified
• 20 patients
• Individual
interview
• Conventional
content analysis
• (-) Data saturation
Six main themes and
associated subthemes
regarding what older
adults hoped to
achieve in
management of their
epilepsy

• The Netherlands
• Gain
• Experience of
personal dignity
and factors
influencing it
• (+) Reference
• (-) Rationale
Model of
dignity in
illness
• Maximum
variation
sampling
• 30 nursing
home residents
• Individual
interviews
• Interview guide
• Thematic analysis
• Constant
comparison
• (+) Data saturation
The threatening
effect of illness and
three domains being
threatened by illness
in relation to
participants’
experiences of
personal dignity

• USA
• Identify and
describe
• Needs in mental
health services
and “ideal”
program
• (+) Reference
• (+) Rationale

• There is a
primary study
NR• Unspecified
• 52 family
members
• Semistructured,
individual and
focus-group
interviews
• “Standard content
analytic procedures”
with case-ordered
meta-matrix
• (-) Data saturation
Two main topics –
(a) intervention
modalities that would
fit family members’
needs in mental
health services and
(b) topics that
programs should
address

• USA
• “What are the
perceptions of
staff nurses
regarding
palliative
care…?”
• (-) Reference
• (-) Rationale
NR• Purposive,
convenience
sampling
• 18 nurses
• Semistructured
and focus-group
interviews
• Interview guide
• Ritchie and
Spencer’s
framework for data
analysis
• (-) Data saturation
Five thematic
categories and
associated
subcategories about
nurses’ perceptions
of palliative care

• Canada
• Describe
• Experience of
caring for a
relative with
dementia
• (+) Reference
• (+) Rationale
• Sandelowski ( ; )
• Secondary
analysis
• Phenomenological
overtone
NR• Purposive
sampling
• 11 bereaved
family
members
• Individual
interviews
• 27 transcripts
from the primary
study
• Unspecified
• (-) Data saturation
Five major themes
regarding the journey
with dementia from
the time prior to
diagnosis and into
bereavement

• Canada
• Describe
Experience of
fetal fibronectin
testing
• (+) Reference
• (+) Rationale

NR• Unspecified
• 17 women
• Semistructured
individual
interviews
• Interview guide
• Conventional
content analysis
• (+) Data saturation
One overarching
theme, three themes,
and six subthemes
about women’s
experiences of fetal
fibronectin testing

• New Zealand
• Explore
• Role of nurses in
providing
palliative and
end-of-life care
• (+) Reference
• (+) Rationale

• Part of a larger study
NR• Purposeful
sampling
• 21 nurses
• Semistructured
individual
interviews
• Thematic analysis
• (-) Data saturation
Three themes about
practice nurses’
experiences in
providing palliative
and end-of-life care

• Brazil
• Understand
• Experience with
postnatal
depression
• (+) Reference
• (-) Rationale
NR• Purposeful,
criterion
sampling
• 15 women
with postnatal
depression
• Minimally
structured,
individual
interviews
• Thematic analysis
• (+) Data saturation
Two themes –
women’s “bad
thoughts” and their
four types of
responses to fear of
harm (with
frequencies)

• Australia
• Understand
• Experience of
peripherally
inserted central
catheter insertion
• (+) Reference
• (+) Rationale
NR• Purposeful
sampling
• 10 patients
• Semistructured,
individual
interviews
• Interview guide
• Thematic analysis
• (+) Data saturation
Four themes
regarding patients’
experiences of
peripherally inserted
central catheter
insertion

• USA
• Discover
• Context, values,
and background
meaning of
cultural
competency
• (+) Reference
• (+) Rationale
Focused on
cultural
competence
• Purposive,
maximum
variation, and
network
• 20 experts
• Semistructured,
individual
interviews
• Within-case and
across-case analysis
• (-) Data saturation
Three themes
regarding cultural
competency

• USA
• Explore and
describe
• Cancer experience
• (+) Reference
• (+) Rationale
NR• Unspecified
• 15 patients
• Longitudinal
individual
interviews (4
time points)
• 40 interviews
• Inductive content
analysis
• (-) Data saturation
Processes and themes
about adolescent
identify work and
cancer identify work
across the illness
trajectory

• Sweden
• Explore
• Experiences of
giving support to
patients during
the transition
• (-) Reference
• (-) Rationale
Focused on
support and
transition
• Unspecified
(but likely
purposeful
sampling)
• 8 nurses
• Semistructured
Individual
interviews
• Interview guide
• Content analysis
• (-) Data saturation
One theme, three
main categories, and
eight associated
categories

• Taiwan
• Describe
• Process of
women’s recovery
from stillbirth
• (+) Reference
• (+) Rationale
NR• Purposeful
sampling
• 21 women
• Individual
interview
techniques
• Inductive analytic
approaches ( )
• (+) Data saturation
Three stages (themes)
regarding the
recovery process of
Taiwanese women
with stillbirth

• Iran
• Describe
• Perspectives of
causes of
medication errors
• (+) Reference
• (+) Rationale
NR• Purposeful
sampling
• 24 nursing
students
• Focus-group
interviews
• Observations
with notes
• Content analysis
• (-) Data saturation
Two main themes
about nursing
students’ perceptions
on causes of
medication errors

• Iran
• Explore
• Image of nursing
• (-) Reference
• (-) Rationale
NR• Purposeful
sampling
• 18 male
nurses
• Semistructured
individual,
interviews
• Field notes
• Content analysis
• (-) Data saturation
Two main views
(themes) on nursing
presented with
subthemes per view

• Spain
• Ascertain
• Barriers to
sexual expression
• (-) Reference
• (-) Rationale
NR• Maximum
variation
• 100 staff and
residents
• Semistructured,
individual
interview
• Content analysis
• (-) Data saturation
40% of participants
without identification
of barriers and 60%
with seven most cited
barriers to sexual
expression in the
long-term care setting

• Canada
• Explore
• Perceptions of
empowerment in
academic nursing
environments
• (+) Reference
• (+) Rationale
• Sandelowski ( , )
Theories of
structural
power in
organizations
and
psychological
empowerment
• Unspecified
• 8 clinical
instructors
• Semistructured,
individual
• interview guide
• Unspecified (but
used pre-determined
concepts)
• (+) Data saturation
Structural
empowerment and
psychological
empowerment
described using
predetermined
concepts

• China
• Investigate
• Meaning of life
and health
experience with
chronic illness
• (+) Reference
• (+) Rationale
• Sandelowski ( , )
Positive health
philosophy
• Purposive,
convenience
sampling
• 11 patients
• Individual
interviews
• Observations
of daily behavior
with field notes
• Thematic analysis
• (-) Data saturation
Four themes
regarding the
meaning of life and
health when living
with chronic illnesses

Note . NR = not reported

Quality Appraisal Results

Justification for use of a QD design was evident in close to half (47.3%) of the 55 publications. While most researchers clearly described recruitment strategies (80%) and data collection methods (100%), justification for how the study setting was selected was only identified in 38.2% of the articles and almost 75% of the articles did not include any reason for the choice of data collection methods (e.g., focus-group interviews). In the vast majority (90.9%) of the articles, researchers did not explain their involvement and positionality during the process of recruitment and data collection or during data analysis (63.6%). Ethical standards were reported in greater than 89% of all articles and most articles included an in-depth description of data analysis (83.6%) and development of categories or themes (92.7%). Finally, all researchers clearly stated their findings in relation to research questions/objectives. Researchers of 83.3% of the articles discussed the credibility of their findings (see Table 1 ).

Research Objectives

In statements of study objectives and/or questions, the most frequently used verbs were “explore” ( n = 22) and “describe” ( n = 17). Researchers also used “identify” ( n = 3), “understand” ( n = 4), or “investigate” ( n = 2). Most articles focused on participants’ experiences related to certain phenomena ( n = 18), facilitators/challenges/factors/reasons ( n = 14), perceptions about specific care/nursing practice/interventions ( n = 11), and knowledge/attitudes/beliefs ( n = 3).

Design Justification

A total of 30 articles included references for QD. The most frequently cited references ( n = 23) were “Whatever happened to qualitative description?” ( Sandelowski, 2000 ) and “What’s in a name? Qualitative description revisited” ( Sandelowski, 2010 ). Other references cited included “Qualitative description – the poor cousin of health research?” ( Neergaard et al., 2009 ), “Reaching the parts other methods cannot reach: an introduction to qualitative methods in health and health services research” ( Pope & Mays, 1995 ), and general research textbooks ( Polit & Beck, 2004 , 2012 ).

In 26 articles (and not necessarily the same as those citing specific references to QD), researchers provided a rationale for selecting QD. Most researchers chose QD because this approach aims to produce a straight description and comprehensive summary of the phenomenon of interest using participants’ language and staying close to the data (or using low inference).

Authors of two articles distinctly stated a QD design, yet also acknowledged grounded-theory or phenomenological overtones by adopting some techniques from these qualitative traditions ( Michael, O'Callaghan, Baird, Hiscock, & Clayton, 2014 ; Peacock, Hammond-Collins, & Forbes, 2014 ). For example, Michael et al. (2014 , p. 1066) reported:

The research used a qualitative descriptive design with grounded theory overtones ( Sandelowski, 2000 ). We sought to provide a comprehensive summary of participants’ views through theoretical sampling; multiple data sources (focus groups [FGs] and interviews); inductive, cyclic, and constant comparative analysis; and condensation of data into thematic representations ( Corbin & Strauss, 1990 , 2008 ).

Authors of four additional articles included language suggestive of a grounded-theory or phenomenological tradition, e.g., by employing a constant comparison technique or translating themes stated in participants’ language into the primary language of the researchers during data analysis ( Asemani et al., 2014 ; Li, Lee, Chen, Jeng, & Chen, 2014 ; Ma, 2014 ; Soule, 2014 ). Additionally, Li et al. (2014) specifically reported use of a grounded-theory approach.

Theoretical or Philosophical Framework

In most (n = 48) articles, researchers did not specify any theoretical or philosophical framework. Of those articles in which a framework or philosophical stance was included, the authors of five articles described the framework as guiding the development of an interview guide ( Al-Zadjali, Keller, Larkey, & Evans, 2014 ; DeBruyn, Ochoa-Marin, & Semenic, 2014 ; Fantasia, Sutherland, Fontenot, & Ierardi, 2014 ; Ma, 2014 ; Wiens, Babenko-Mould, & Iwasiw, 2014 ). In two articles, data analysis was described as including key concepts of a framework being used as pre-determined codes or categories ( Al-Zadjali et al., 2014 ; Wiens et al., 2014 ). Oosterveld-Vlug et al. (2014) and Zhang, Shan, and Jiang (2014) discussed a conceptual model and underlying philosophy in detail in the background or discussion section, although the model and philosophy were not described as being used in developing interview questions or analyzing data.

Sampling and Sample Size

In 38 of the 55 articles, researchers reported ‘purposeful sampling’ or some derivation of purposeful sampling such as convenience ( n = 10), maximum variation ( n = 8), snowball ( n = 3), and theoretical sampling ( n = 1). In three instances ( Asemani et al., 2014 ; Chan & Lopez, 2014 ; Soule, 2014 ), multiple sampling strategies were described, for example, a combination of snowball, convenience, and maximum variation sampling. In articles where maximum variation sampling was employed, “variation” referred to seeking diversity in participants’ demographics ( n = 7; e.g., age, gender, and education level), while one article did not include details regarding how their maximum variation sampling strategy was operationalized ( Marcinowicz, Abramowicz, Zarzycka, Abramowicz, & Konstantynowicz, 2014 ). Authors of 17 articles did not specify their sampling techniques.

Sample sizes ranged from 8 to 1,932 with nine studies in the 8–10 participant range and 24 studies in the 11–20 participant range. The participant range of 21–30 and 31–50 was reported in eight articles each. Six studies included more than 50 participants. Two of these articles depicted quite large sample sizes (N=253, Hart & Mareno, 2014 ; N=1,932, Lyndon et al., 2014 ) and the authors of these articles described the use of survey instruments and analysis of responses to open-ended questions. This was in contrast to studies with smaller sample sizes where individual interviews and focus groups were more commonly employed.

Data Collection and Data Sources

In a majority of studies, researchers collected data through individual ( n = 39) and/or focus-group ( n = 14) interviews that were semistructured. Most researchers reported that interviews were audiotaped ( n = 51) and interview guides were described as the primary data collection tool in 29 of the 51 studies. In some cases, researchers also described additional data sources, for example, taking memos or field notes during participant observation sessions or as a way to reflect their thoughts about interviews ( n = 10). Written responses to open-ended questions in survey questionnaires were another type of data source in a small number of studies ( n = 4).

Data Analysis

The analysis strategy most commonly used in the QD studies included in this review was qualitative content analysis ( n = 30). Among the studies where this technique was used, most researchers described an inductive approach; researchers of two studies analyzed data both inductively and deductively. Thematic analysis was adopted in 14 studies and the constant comparison technique in 10 studies. In nine studies, researchers employed multiple techniques to analyze data including qualitative content analysis with constant comparison ( Asemani et al., 2014 ; DeBruyn et al., 2014 ; Holland, Christensen, Shone, Kearney, & Kitzman, 2014 ; Li et al., 2014 ) and thematic analysis with constant comparison ( Johansson, Hildingsson, & Fenwick, 2014 ; Oosterveld-Vlug et al., 2014 ). In addition, five teams conducted descriptive statistical analysis using both quantitative and qualitative data and counting the frequencies of codes/themes ( Ewens, Chapman, Tulloch, & Hendricks, 2014 ; Miller, 2014 ; Santos, Sandelowski, & Gualda, 2014 ; Villar, Celdran, Faba, & Serrat, 2014 ) or targeted events through video monitoring ( Martorella, Boitor, Michaud, & Gelinas, 2014 ). Tseng, Chen, and Wang (2014) cited Thorne, Reimer Kirkham, and O’Flynn-Magee (2004)’s interpretive description as the inductive analytic approach. In five out of 55 articles, researchers did not specifically name their analysis strategies, despite including descriptions about procedural aspects of data analysis. Researchers of 20 studies reported that data saturation for their themes was achieved.

Presentation of Findings

Researchers described participants’ experiences of health care, interventions, or illnesses in 18 articles and presented straightforward, focused, detailed descriptions of facilitators, challenges, factors, reasons, and causes in 15 articles. Participants’ perceptions of specific care, interventions, or programs were described in detail in 11 articles. All researchers presented their findings with extensive descriptions including themes or categories. In 25 of 55 articles, figures or tables were also presented to illustrate or summarize the findings. In addition, the authors of three articles summarized, organized, and described their data using key concepts of conceptual models ( Al-Zadjali et al., 2014 ; Oosterveld-Vlug et al., 2014 ; Wiens et al., 2014 ). Martorella et al. (2014) assessed acceptability and feasibility of hand massage therapy and arranged their findings in relation to pre-determined indicators of acceptability and feasibility. In one longitudinal QD study ( Kneck, Fagerberg, Eriksson, & Lundman, 2014 ), the researchers presented the findings as several key patterns of learning for persons living with diabetes; in another longitudinal QD study ( Stegenga & Macpherson, 2014 ), findings were presented as processes and themes regarding patients’ identity work across the cancer trajectory. In another two studies, the researchers described and compared themes or categories from two different perspectives, such as patients and nurses ( Canzan, Heilemann, Saiani, Mortari, & Ambrosi, 2014 ) or parents and children ( Marcinowicz et al., 2014 ). Additionally, Ma (2014) reported themes using both participants’ language and the researcher’s language.

In this systematic review, we examined and reported specific characteristics of methods and findings reported in journal articles self-identified as QD and published during one calendar year. To accomplish this we identified 55 articles that met inclusion criteria, performed a quality appraisal following CASP guidelines, and extracted and analyzed data focusing on QD features. In general, three primary findings emerged. First, despite inconsistencies, most QD publications had the characteristics that were originally observed by Sandelowski (2000) and summarized by other limited available QD literature. Next, there are no clear boundaries in methods used in the QD studies included in this review; in a number of studies, researchers adopted and combined techniques originating from other qualitative traditions to obtain rich data and increase their understanding of the phenomenon under investigation. Finally, justification for how QD was chosen and why it would be an appropriate fit for a particular study is an area in need of increased attention.

In general, the overall characteristics were consistent with design features of QD studies described in the literature ( Neergaard et al., 2009 ; Sandelowski, 2000 , 2010 ; Vaismoradi et al., 2013 ). For example, many authors reported that study objectives were to describe or explore participants’ experiences and factors related to certain phenomena, events, or interventions. In most cases, these authors cited Sandelowski (2000) as a reference for this particular characteristic. It was rare that theoretical or philosophical frameworks were identified, which also is consistent with descriptions of QD. In most studies, researchers used purposeful sampling and its derivative sampling techniques, collected data through interviews, and analyzed data using qualitative content analysis or thematic analysis. Moreover, all researchers presented focused or comprehensive, descriptive summaries of data including themes or categories answering their research questions. These characteristics do not indicate that there are correct ways to do QD studies; rather, they demonstrate how others designed and produced QD studies.

In several studies, researchers combined techniques that originated from other qualitative traditions for sampling, data collection, and analysis. This flexibility or variability, a key feature of recently published QD studies, may indicate that there are no clear boundaries in designing QD studies. Sandelowski (2010) articulated: “in the actual world of research practice, methods bleed into each other; they are so much messier than textbook depictions” (p. 81). Hammersley (2007) also observed:

“We are not so much faced with a set of clearly differentiated qualitative approaches as with a complex landscape of variable practice in which the inhabitants use a range of labels (‘ethnography’, ‘discourse analysis’, ‘life history work’, narrative study’, ……, and so on) in diverse and open-ended ways in order to characterize their orientation, and probably do this somewhat differently across audiences and occasions” (p. 293).

This concept of having no clear boundaries in methods when designing a QD study should enable researchers to obtain rich data and produce a comprehensive summary of data through various data collection and analysis approaches to answer their research questions. For example, using an ethnographical approach (e.g., participant observation) in data collection for a QD study may facilitate an in-depth description of participants’ nonverbal expressions and interactions with others and their environment as well as situations or events in which researchers are interested ( Kawulich, 2005 ). One example found in our review is that Adams et al. (2014) explored family members’ responses to nursing communication strategies for patients in intensive care units (ICUs). In this study, researchers conducted interviews with family members, observed interactions between healthcare providers, patients, and family members in ICUs, attended ICU rounds and family meetings, and took field notes about their observations and reflections. Accordingly, the variability in methods provided Adams and colleagues (2014) with many different aspects of data that were then used to complement participants’ interviews (i.e., data triangulation). Moreover, by using a constant comparison technique in addition to qualitative content analysis or thematic analysis in QD studies, researchers compare each case with others looking for similarities and differences as well as reasoning why differences exist, to generate more general understanding of phenomena of interest ( Thorne, 2000 ). In fact, this constant comparison analysis is compatible with qualitative content analysis and thematic analysis and we found several examples of using this approach in studies we reviewed ( Asemani et al., 2014 ; DeBruyn et al., 2014 ; Holland et al., 2014 ; Johansson et al., 2014 ; Li et al., 2014 ; Oosterveld-Vlug et al., 2014 ).

However, this flexibility or variability in methods of QD studies may cause readers’ as well as researchers’ confusion in designing and often labeling qualitative studies ( Neergaard et al., 2009 ). Especially, it could be difficult for scholars unfamiliar with qualitative studies to differentiate QD studies with “hues, tones, and textures” of qualitative traditions ( Sandelowski, 2000 , p. 337) from grounded theory, phenomenological, and ethnographical research. In fact, the major difference is in the presentation of the findings (or outcomes of qualitative research) ( Neergaard et al., 2009 ; Sandelowski, 2000 ). The final products of grounded theory, phenomenological, and ethnographical research are a generation of a theory, a description of the meaning or essence of people’s lived experience, and an in-depth, narrative description about certain culture, respectively, through researchers’ intensive/deep interpretations, reflections, and/or transformation of data ( Streubert & Carpenter, 2011 ). In contrast, QD studies result in “a rich, straight description” of experiences, perceptions, or events using language from the collected data ( Neergaard et al., 2009 ) through low-inference (or data-near) interpretations during data analysis ( Sandelowski, 2000 , 2010 ). This feature is consistent with our finding regarding presentation of findings: in all QD articles included in this systematic review, the researchers presented focused or comprehensive, descriptive summaries to their research questions.

Finally, an explanation or justification of why a QD approach was chosen or appropriate for the study aims was not found in more than half of studies in the sample. While other qualitative approaches, including grounded theory, phenomenology, ethnography, and narrative analysis, are used to better understand people’s thoughts, behaviors, and situations regarding certain phenomena ( Sullivan-Bolyai et al., 2005 ), as noted above, the results will likely read differently than those for a QD study ( Carter & Little, 2007 ). Therefore, it is important that researchers accurately label and justify their choices of approach, particularly for studies focused on participants’ experiences, which could be addressed with other qualitative traditions. Justifying one’s research epistemology, methodology, and methods allows readers to evaluate these choices for internal consistency, provides context to assist in understanding the findings, and contributes to the transparency of choices, all of which enhance the rigor of the study ( Carter & Little, 2007 ; Wu, Thompson, Aroian, McQuaid, & Deatrick, 2016 ).

Use of the CASP tool drew our attention to the credibility and usefulness of the findings of the QD studies included in this review. Although justification for study design and methods was lacking in many articles, most authors reported techniques of recruitment, data collection, and analysis that appeared. Internal consistencies among study objectives, methods, and findings were achieved in most studies, increasing readers’ confidence that the findings of these studies are credible and useful in understanding under-explored phenomenon of interest.

In summary, our findings support the notion that many scholars employ QD and include a variety of commonly observed characteristics in their study design and subsequent publications. Based on our review, we found that QD as a scholarly approach allows flexibility as research questions and study findings emerge. We encourage authors to provide as many details as possible regarding how QD was chosen for a particular study as well as details regarding methods to facilitate readers’ understanding and evaluation of the study design and rigor. We acknowledge the challenge of strict word limitation with submissions to print journals; potential solutions include collaboration with journal editors and staff to consider creative use of charts or tables, or using more citations and less text in background sections so that methods sections are robust.

Limitations

Several limitations of this review deserve mention. First, only articles where researchers explicitly stated in the main body of the article that a QD design was employed were included. In contrast, articles labeled as QD in only the title or abstract, or without their research design named were not examined due to the lack of certainty that the researchers actually carried out a QD study. As a result, we may have excluded some studies where a QD design was followed. Second, only one database was searched and therefore we did not identify or describe potential studies following a QD approach that were published in non-PubMed databases. Third, our review is limited by reliance on what was included in the published version of a study. In some cases, this may have been a result of word limits or specific styles imposed by journals, or inconsistent reporting preferences of authors and may have limited our ability to appraise the general adequacy with the CASP tool and examine specific characteristics of these studies.

Conclusions

A systematic review was conducted by examining QD research articles focused on nursing-related phenomena and published in one calendar year. Current patterns include some characteristics of QD studies consistent with the previous observations described in the literature, a focus on the flexibility or variability of methods in QD studies, and a need for increased explanations of why QD was an appropriate label for a particular study. Based on these findings, recommendations include encouragement to authors to provide as many details as possible regarding the methods of their QD study. In this way, readers can thoroughly consider and examine if the methods used were effective and reasonable in producing credible and useful findings.

Acknowledgments

This work was supported in part by the John A. Hartford Foundation’s National Hartford Centers of Gerontological Nursing Excellence Award Program.

Hyejin Kim is a Ruth L. Kirschstein NRSA Predoctoral Fellow (F31NR015702) and 2013–2015 National Hartford Centers of Gerontological Nursing Excellence Patricia G. Archbold Scholar. Justine Sefcik is a Ruth L. Kirschstein Predoctoral Fellow (F31NR015693) through the National Institutes of Health, National Institute of Nursing Research.

Conflict of Interest Statement

The Authors declare that there is no conflict of interest.

Contributor Information

Hyejin Kim, MSN, CRNP, Doctoral Candidate, University of Pennsylvania School of Nursing.

Justine S. Sefcik, MS, RN, Doctoral Candidate, University of Pennsylvania School of Nursing.

Christine Bradway, PhD, CRNP, FAAN, Associate Professor of Gerontological Nursing, University of Pennsylvania School of Nursing.

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Research Article

Physical activity in adult users of inpatient mental health services: A scoping review

Roles Conceptualization, Data curation, Formal analysis, Funding acquisition, Investigation, Methodology, Project administration, Resources, Software, Supervision, Validation, Visualization, Writing – original draft, Writing – review & editing

* E-mail: [email protected]

Affiliation Institute for Health and Care Improvement, York St John University, York, United Kingdom

Roles Conceptualization, Data curation, Formal analysis, Funding acquisition, Investigation, Methodology, Software, Supervision, Writing – original draft, Writing – review & editing

Affiliation School of Medical and Health Sciences, Bangor University, Bangor, United Kingdom

ORCID logo

Roles Conceptualization, Data curation, Funding acquisition, Investigation, Writing – review & editing

Affiliation Tees Esk and Wear Valleys NHS Foundation Trust, Darlington, United Kingdom

Roles Conceptualization, Data curation, Funding acquisition, Investigation, Methodology, Writing – review & editing

Affiliations Institute for Health and Care Improvement, York St John University, York, United Kingdom, Tees Esk and Wear Valleys NHS Foundation Trust, Darlington, United Kingdom

Roles Data curation, Investigation, Writing – original draft, Writing – review & editing

Affiliation College of Health, Wellbeing and Life Sciences, Sheffield Hallam University, Sheffield, United Kingdom

Roles Data curation, Investigation, Writing – review & editing

  • Garry A. Tew, 
  • Emily Peckham, 
  • Suzy Ker, 
  • Jo Smith, 
  • Philip Hodgson, 
  • Katarzyna K. Machaczek, 
  • Matthew Faires

PLOS

  • Published: August 19, 2024
  • https://doi.org/10.1371/journal.pone.0301857
  • Peer Review
  • Reader Comments

Fig 1

People with severe mental illness engage in considerably less physical activity than those without. They also experience premature mortality of around 10–25 years. A large proportion of these premature deaths are attributed to modifiable behaviours, including physical activity. The inpatient environment provides an opportunity to support people to become more physically active; however, there is limited evidence on which interventions are most successful and what contextual factors affect their delivery. A scoping review was conducted to help understand the extent and type of evidence in this area and identify research gaps. We included studies of physical activity correlates and interventions in adult inpatient mental health services published in peer-reviewed journals. Reviews, meta-analyses, and papers focusing on eating disorder populations were excluded. We searched the MEDLINE, CINAHL, PsycINFO, ASSIA and Web of Science databases for relevant studies published in English. We extracted data on study design, participant characteristics, intervention and control conditions, key findings, and research recommendations. We used a descriptive analytical approach and results are presented in tables and figures. Of 27,286 unique records screened, 210 reports from 182 studies were included. Sixty-one studies reported on correlates of physical activity, and 139 studies reported on physical activity interventions. Most intervention studies used a single-group, pre-post design (40%) and included fewer than 100 participants (86%). Ninety percent of interventions delivered physical activity directly to participants, and 50% included group-based sessions. The duration, type, frequency and intensity of sessions varied. Mental health was the most commonly reported outcome (64%), whereas physical activity was rarely an outcome (13%). Overall, there is a modest but growing body of research on physical activity in adult users of inpatient mental health services. More high-quality trials are needed to advance the field, and future research should target neglected intervention types, outcomes, populations and settings.

Citation: Tew GA, Peckham E, Ker S, Smith J, Hodgson P, Machaczek KK, et al. (2024) Physical activity in adult users of inpatient mental health services: A scoping review. PLoS ONE 19(8): e0301857. https://doi.org/10.1371/journal.pone.0301857

Editor: Maher Abdelraheim Titi, King Saud University Medical City, SAUDI ARABIA

Received: November 4, 2023; Accepted: March 22, 2024; Published: August 19, 2024

Copyright: © 2024 Tew et al. This is an open access article distributed under the terms of the Creative Commons Attribution License , which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.

Data Availability: All relevant data are within the paper and its Supporting information files.

Funding: This study was supported by Research Capability Funding from Tees Esk and Wear Valleys NHS Trust The funders had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.

Competing interests: The authors have declared that no competing interests exist.

Introduction

People who use mental health services, including people with severe mental illness (SMI), depression, anxiety or stress disorders and people with alcohol and substance use disorders, experience worse health outcomes and a shortened life expectancy when compared to people without these disorders (10–25 years for SMI, 7–20 years for anxiety/stress disorders and alcohol and substance use disorders) [ 1 – 4 ]. Much of this reduced life expectancy is due to modifiable risk factors such as engaging in health risk behaviours, one of which is physical inactivity [ 5 – 7 ]; and it has been reported that between 70 and 75% of people with schizophrenia do not meet public health targets for physical activity [ 8 ]. Yet, physical activity interventions have been shown to improve cardiometabolic health outcomes in people with mental illnesses and improve symptoms of depression, cognitive function, feelings of isolation, and quality of life [ 9 – 11 ].

Insufficient physical activity and excessive sedentary behaviour in people receiving care for SMI have been observed in both community and inpatient settings [ 12 , 13 ]. However, the majority of intervention studies have recruited people receiving care in community and outpatient settings, and less research has been done in inpatient settings [ 14 ]. While some of the reasons for insufficient physical activity and excessive sedentary behaviour are common across both inpatient and community settings, such as the sedative effects of psychotropic medicine [ 15 ] and mental health symptoms (lack of motivation, anhedonia, fatigue and negative body image) [ 13 ], there are some unique barriers presented by inpatient settings. For example, lack of appropriate facilities, lack of suitably trained staff to support physical activity, and restrictions on leave for people detained under mental health legislation all contribute to decreased opportunities for physical activity in inpatient settings [ 16 – 19 ]. However, inpatient physical activity programmes provide an opportunity to improve patients’ physical and mental health. For this reason, it is important to have an up-to-date understanding of the literature on this topic.

The scope of inpatient physical activity research is broad, including quantitative or qualitative research such as randomised controlled trials (RCTs) of physical activity interventions or interviews with service users exploring their perceptions of physical activity. Studies have also explored correlates of physical activity or been more intervention focused. Qualitative studies have examined the views of patients, carers or healthcare professionals, or a particular subpopulation of patients. Recent reviews regarding inpatient physical activity have focused on tightly defined inclusion criteria leading to the inclusion of specific sets of studies, such as RCTs. One systematic review and meta-analysis [ 14 ] explored the benefits of, adherence to, and safety of physical activity interventions delivered in inpatient mental health settings. This review and meta-analysis also investigated trials that supported sustaining physical activity after patient discharge and discussed patient feedback on physical activity interventions [ 14 ]. In addition, two reviews focused on physical activity interventions for inpatients in secure forensic settings. The first of these reviews investigated the effectiveness of physical activity programmes for inpatients in secure forensic settings on various health outcomes [ 20 ]. The second paper used the scoping review methodology to explore and synthesise the literature on physical activity interventions for inpatients in secure mental health settings [ 21 ]. [ 14 , 20 , 21 ] A broader review of inpatient physical activity research, that considers all inpatient settings and quantitative and qualitative evidence would be advantageous to understand the current state of the literature and inform future research. A scoping review is a suitable way of achieving this [ 22 ]. Understanding and mapping the available evidence on physical activity in inpatient settings, including qualitative and quantitative research, is important due to their complementary nature. They answer different questions about physical activity. For example, quantitative research can shed light on cause-and-effect relationships between various factors associated with physical activity, while qualitative research can tell us why this is the case. A scoping review also provides a means to determine whether there is scope and a need for a systematic review of a particular type or in a specific area of literature, and to identify gaps in the existing research base that could be filled by future primary research [ 22 ]. The overall aim of this scoping review was therefore to understand the extent and type of evidence regarding physical activity in adult users of inpatient mental health services. This included study designs used, primary conditions of participants, types of outcomes assessed, correlates of physical activity explored, intervention characteristics, outcomes, and research recommendations.

This scoping review was conducted in accordance with the Joanna Briggs Institute (JBI) methodology for scoping reviews [ 23 ] and reported in accordance with the PRISMA Extension for Scoping Reviews (PRISMAScR) [ 24 ]. A protocol was prepared in advance and published in the Open Science Framework [ 25 ].

Participants/Context

We included studies pertaining to adult (≥18 years) users of inpatient mental health services. This included studies where psychiatric inpatients were the participants and studies where other stakeholders were involved (e.g., healthcare professionals giving their views regarding services for psychiatric inpatients). Studies focusing on learning disability populations were included whereas those focusing on eating disorder populations were excluded because of the unique requirement to carefully manage energy input/output in these populations. “Inpatient Setting” was defined as mental health care facilities which provide continuous care for a period of over 24 hours. This included psychiatric hospitals, separate inpatient units of a general hospital, residential treatment centres, and the prison service. Outpatient and community living participant-based studies were not included. There were no limits on the country of origin.

The phenomenon of interest was physical activity. Physical activity has been defined as any bodily movement produced by skeletal muscles and requiring energy expenditure [ 26 ]. Exercise is a subset of physical activity that has been defined as any structured and repetitive physical activity that has an objective of improving or maintaining physical fitness [ 26 ]. To address the aims of the review we took a broad view of physical activity and included studies that had focused on supervised exercise or promotion of self-managed physical activity.

Types of sources

This scoping review included experimental and quasi-experimental study designs such as RCTs, non-randomised controlled trials, before and after studies and interrupted time-series studies. In addition, analytical observational studies including prospective and retrospective cohort studies, case-control studies and analytical cross-sectional studies were included. This review also considered descriptive observational study designs including case series, individual case reports and descriptive cross-sectional studies for inclusion. Qualitative studies that utilised various methodologies (e.g., phenomenology, grounded theory, ethnography, action research) were also considered. Literature reviews and meta-analyses were used to identify primary studies, but were excluded from data analysis. Conference abstracts and opinion papers were also excluded.

Search strategy

The search strategy targeted peer-reviewed publications. A pilot search of the MEDLINE database was undertaken to identify articles on the topic. The text words contained in the titles and abstracts of relevant articles, and the index terms used to describe them were employed to develop a full search strategy for the MEDLINE, CINAHL, PsycINFO, ASSIA and Web of Science databases ( S1 File ). The search strategy, including all identified keywords and index terms, was adapted for each included database and/or information source. The database searches were conducted on October 31, 2022 and updated on October 24, 2023. The reference list of all included sources of evidence, and those of any review articles or meta-analyses, were screened for additional studies. We also conducted forward citation tracking of included studies using Google Scholar. We only included studies that were published in English language from 2007 onwards. The latter relates to amendments in the 1983 Mental Health Act that were made in 2007; prior studies may have employed different clinical practices and patient populations.

Study selection

Following the search, all identified citations were collated and uploaded into Covidence [ 27 ], and duplicates were removed. After a pilot test, the titles and abstracts were screened by pairs of independent reviewers against the eligibility criteria for the review. Potentially relevant sources were retrieved in full and assessed in detail against the eligibility criteria by pairs of independent reviewers. The reasons for excluding sources of evidence in full text that did not meet the eligibility criteria were documented. Any disagreements that arose between the reviewers at each stage of the selection process were resolved through discussion or with the aid of additional reviewers.

Data extraction

Data were extracted from papers included in the scoping review by pairs of independent reviewers using a data extraction form ( S2 File ) developed by the reviewers in Covidence [ 27 ], which was based on the JBI template extraction tool [ 28 ]. The form was piloted on twenty papers to ensure it was fit for purpose.

The extracted data encompassed specific details about the participants, concept, context, study methods, key findings relevant to the review questions, and research recommendations. Any disagreements between the reviewers were resolved through discussion or with the aid of an additional reviewer. Due to limited timescales and resources, we did not contact any authors to request missing or additional data.

Data analysis and presentation

A descriptive analytical approach was used to summarise the included studies’ contextual, process and outcome-related data [ 29 , 30 ]. This approach was undertaken to map the key concepts and available evidence, synthesise existing research findings, and identify research gaps. Extracted data were organised in Microsoft Excel. Physical activity correlates were categorised based on the Socio-Ecological Model [ 31 – 33 ]. This model was chosen as it considers the multifaceted and interactive effects of various factors (e.g., interpersonal, organisational and community), which characterise the delivery of physical activity interventions for people with SMI. Themes for research recommendations were derived inductively following review of original quotes by two independent reviewers. The analysis was reported in accordance with the synthesis without meta-analysis (SWiM) guideline [ 34 ], with data presented in tables and figures where appropriate.

Fig 1 shows the PRISMA flow diagram. The database searches yielded 35,278 records. After removing duplicates, we screened 27,040 records, from which we reviewed 280 full-text reports, and finally included 132 reports. Later, we reviewed a further 246 full-text reports that were identified from review articles or the forward and backward citations of included reports. This resulted in a further 78 reports being included. Together, 210 reports from 182 studies were included in the review. The complete reference list of included reports can be found in S3 File .

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Descriptive characteristics and methodological information of included articles

Sixty-one (34%) studies reported on correlates of physical activity, 139 (76%) studies reported on physical activity interventions, and 19 (10%) studies reported on both physical activity correlates and interventions.

Of the 61 studies on correlates of physical activity, 43 (70%) studies reported on quantitative data (28 observational studies, 15 interventional studies) and 22 (36%) studies reported on qualitative data (14 observational studies, 8 interventional studies) ( Table 1 ). Sample sizes varied by study type, with observational quantitative studies including the largest samples. The majority of studies were conducted in Europe (62%), with most of the remainder originating from Australasia (16%) and Asia (11%). The three most common settings were psychiatric hospitals (39%), forensic/secure settings (23%), and ‘mixed’ settings (16%).

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Of the 139 studies on interventions ( Table 2 ), 57 (41%) studies used a single-group, pre-post design and 57 (41%) studies were RCTs. The majority of studies included fewer than 100 participants (86%) and were conducted in Europe (47%) and within a psychiatric hospital (45%). The most common study populations included people with schizophrenia or related psychotic disorders (35%) and a mixture of diagnoses (20%). Mental health was the most commonly reported outcome (64%), whereas physical activity (13%) and quality of life (16%) were rarely reported outcomes ( Table 2 ).

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Fourteen (10%) of the intervention studies were qualitative studies. All 14 studies collected qualitative data from service users who had participated in the intervention; seven studies (50%) also collected data from healthcare staff, and one study (7%) also collected data from family members. Most studies (71%) used one-to-one interviews to collect data. Other methods included observations (n = 2), evaluation forms (n = 2), document analysis (n = 1) and focus groups (n = 1).

Correlates of physical activity

Tables 3 and 4 summarise the physical activity correlates examined or highlighted in quantitative and qualitative studies, respectively. A broad range of individual, interpersonal, environmental and organisational correlates was reported regarding inpatient physical activity, whereas no wider societal factors were highlighted. ‘Health status’ and ‘medication side effects’ were the most commonly reported demographic and biological factors in both quantitative (23% and 21%, respectively) and qualitative (55% and 23%, respectively) studies. ‘Self-motivation’ was the most common factor in the ‘psychological, cognitive and emotional’ category (37% quantitative, 45% qualitative). Factors were less frequently reported in the ‘behavioural’ and ‘social and cultural’ categories, but ‘physical activity enjoyment’ (7% quantitative, 5% qualitative) and ‘social support’ (26% quantitative, 41% qualitative) were the most common factors, respectively. ‘Access to equipment and facilities’ (28% quantitative) and ‘environment restrictions’ (23% quantitative, 32% qualitative) were commonly cited physical environment factors. ‘Staff capacity’ (33% quantitative, 82% qualitative) and ‘staff capability’ (51% quantitative, 59% qualitative) were among the top-ranking organisational factors.

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https://doi.org/10.1371/journal.pone.0301857.t004

Table 5 summarises the themes of research recommendations from the studies of physical activity correlates. Twenty-two (36%) of the 61 studies included research recommendations, which we grouped according to whether they were related to the research topic, research methods, or patient involvement.

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https://doi.org/10.1371/journal.pone.0301857.t005

Physical activity interventions

The components of physical activity interventions are summarised in Table 2 . Most interventions delivered physical activity directly to participants (90%) and in group-based sessions (50%). Most physical activity interventions included structured exercise (34.5%) such as aerobic and/or resistance training, or a variety of physical activities (24%). Fewer studies considered sport- or dance-based interventions (7% and 6%, respectively). The duration, frequency and intensity of sessions varied (see Table 2 ). Most interventions were delivered by health and/or exercise professionals, but few studies assessed interventions for staff. There was also very little evidence on environmental interventions with only one study exploring an environmental intervention.

Table 6 summarises the themes of the findings from the 14 qualitative studies, which we grouped under the headings of ‘perceptions of the intervention’ and ‘factors influencing intervention delivery and participation’. Beneficial psychosocial effects of interventions were reported in most studies (79%), such as participants feeling more relaxed, happier and calmer. Several studies reported on a range of personal and environmental factors that might influence participation in physical activity. Examples of personal factors included perceived health benefits, social support, medication side effects, confinement in a locked facility, and the availability of trained staff. Environmental factors included physical space and facilities.

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https://doi.org/10.1371/journal.pone.0301857.t006

Table 7 summarises the themes of research recommendations from the studies of physical activity interventions. Forty-nine (35%) of the 139 studies included research recommendations, which we grouped according to whether they were related to the research topic or research methods. The most commonly reported research topic-related recommendation was to investigate other physical activity interventions (11.5%), such as different modes of exercise or different behaviour change strategies. The most commonly reported research methods-related recommendations were longer follow-up periods (12%), investigating other outcomes (11.5%), and larger sample sizes (11%).

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https://doi.org/10.1371/journal.pone.0301857.t007

Summary of evidence

This scoping review shows that a wide range of research has been published regarding physical activity and adult users of inpatient mental health services since 2007.

Forty-three quantitative studies explored correlates of physical activity. Organisational factors and psychological, cognitive and emotional factors were the top two domains cited ( Table 3 ). Within these, four out of the top five factors were organisational factors: staff capability, staff capacity, staff attitudes to physical activity, and access to equipment, while self-motivation was the second most highly cited correlate of physical activity overall. Similar findings were observed among the 22 qualitative studies that reported on correlates, with the addition of social support. There was also more emphasis on stigma, health, value of health and funding for physical activity programmes in the qualitative studies. Overall, a broad range of correlates have been reported.

One hundred and thirty-nine interventional studies were identified; only eight of these were larger-scale RCTs with 100 or more participants, and long-term follow-up was rare with only six out of the 57 RCTs (11%) having a follow up of 6 months or more. We did not identify any studies that included an economic evaluation, and there were few replications, suggesting that it would be challenging to evaluate the clinical and cost-effectiveness of physical activity interventions within the current evidence.

In terms of intervention design, the majority of studies explored an intervention that involved delivering physical activity (81%) rather than promoting physical activity (8%); 9% used a mixed model of both delivering and promoting physical activity. Interventions were mainly limited to the period of inpatient stay. The type of physical activity delivered was generally some form of structured exercise or physical recreation targeting individuals. However, descriptions of the interventions were often incomplete, and interventions appeared to lack systematic development. For example, within the 57 RCTs, only two interventions were described as being based on a specific theory [ 70 , 71 ], and only one [ 72 ]made reference to the Medical Research Council’s guidance on developing and evaluating complex interventions [ 73 ]. There was a notable lack of research on environmental interventions and interventions targeting healthcare professionals. In the current review, and elsewhere [ 74 ], we have observed that the reporting of interventions is often inadequate. Since adequate reporting of interventions is central to interpreting study findings and translating effective interventions into practice, we recommend that researchers use relevant reporting guidelines, such as TIDieR [ 75 ], when writing study reports.

Research has been conducted in a wide range of countries, including both high-income and low- and middle-income countries. However, the majority of studies were conducted in European psychiatric inpatient settings. Given the fact that forensic settings are likely to have a more stable population, in terms of patients’ length of stay, than some other inpatient settings, where patients may stay only a few days, surprisingly few RCTs have been conducted in forensic settings (n = 1).

Outcomes collected were mainly mental or physical health-related and the primary outcome was often not clearly stated. In many studies more than one mental or physical health outcome was examined, with some of the outcomes being positive and others neutral or negative, leading to difficulty interpreting the study results. It is important that studies, especially RCTs, clearly state their primary outcome from the outset to avoid cherry-picking results. Physical activity and health-related quality of life were rarely included as outcomes; the lack of physical activity outcomes suggests that increasing levels of physical activity was not the primary objective of many of the studies.

This current review differed in scope from the earlier papers [ 14 , 20 , 21 ] in that it encompassed varied settings (all adult inpatient mental health settings) and clinical populations (not only patients with serious mental illness but also those who receive care on inpatient mental health wards, e.g., those with dementia). In this way, it offered a systematically developed map of research available on physical activity interventions in adult users of inpatient mental health services. It also differed in its purpose and methods from previous studies [ 14 , 20 ]. For example, it included qualitative studies, which facilitated the identification of contextual factors that may influence the implementation and delivery of physical activity interventions in adult inpatient mental health settings.

Strengths and limitations

This review encompasses a wide range of articles and was conducted rigorously and systematically following a predefined protocol and existing guidance for scoping reviews. It provides a comprehensive overview of the extent and type of research on physical activity in inpatient mental health services and identifies important gaps in the literature.

Although a systematic search was conducted, some eligible articles might have been missed. The review is also limited to English language articles and does not include grey literature. Although a scoping review was appropriate to meet the objectives of this study, it is subject to limitations that are typical of this approach. For example, it did not permit a quality assessment of the included studies. It was also limited in its capacity to conclude what factors affect participation in physical activity among adult users of inpatient mental health services, what interventions are effective, and what themes recur in the qualitative literature.

Recommendations for future research

A 2018 meta-review of the evidence on physical activity as a treatment for SMI made several research recommendations [ 9 ], the following of which are relevant for research in relation to the inpatient context:

  • More research is needed to establish pragmatic, scalable methods for delivering physical activity with the ultimate goal of optimising treatment ‘reach’.
  • More research is required to ascertain the optimal frequency, intensity, time and type of physical activity interventions in each inpatient sub-population, acknowledging that these might vary according to individual needs, preferences and characteristics.
  • More research is needed to explore how specific individual, interpersonal, environmental, and organisational factors influence the uptake and maintenance of physical activity interventions when they are implemented in clinical practice.
  • More research is needed to investigate whether sedentary behaviours can be reduced in inpatients and tease out the importance of reducing sedentary behaviours in structured exercise interventions.
  • Economic evaluations are required to establish the cost-effectiveness of specific physical activity interventions.

In addition, we believe that more research is needed to develop and test interventions that span the transition from inpatient to community settings. For example, it would be useful to study longer-term outcomes, such as the impact of physical activity programmes on rates of readmission to inpatient mental health facilities. Finally, this scoping review has identified sets of articles that could be collated for quantitative or qualitative systematic reviews of physical activity in inpatient mental health services. Researchers conducting such reviews should consider the quality of the studies, which was beyond the scope of this review, and to consider the variety of populations represented in these studies.

Conclusions

In conclusion, this scoping review summarised the extent and type of research on physical activity in adult users of inpatient mental health services. We identified a modest volume of evidence regarding correlates of physical activity. A broad range of individual, interpersonal, environmental and organisational correlates have been reported, but more studies with a longitudinal design are needed to determine how these and other factors are associated. We also found a large number of studies reporting on the outcomes of specific physical activity interventions. Most interventions targeted service users and involved the delivery of physical activity sessions rather than self-management interventions. There were very few large-scale RCTs and most studies did not include physical activity or quality of life outcomes. The findings of this review will help guide further primary research that is needed to guide clinical practice and policy.

Supporting information

S1 file. search strategy..

https://doi.org/10.1371/journal.pone.0301857.s001

S2 File. Data extraction form.

https://doi.org/10.1371/journal.pone.0301857.s002

S3 File. Reference list of included reports.

https://doi.org/10.1371/journal.pone.0301857.s003

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  • 27. Veritas Health Innovation. Covidence systematic review software. Melbourne, Australia; 2022.
  • 28. JBI template source of evidence details, characteristics and results extraction instrument. In: https://jbi-global-wiki.refined.site/space/MANUAL/4687579 . 20 Sep 2022.

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