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  • Independent and Dependent Variables
  • Glossary of Research Terms
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  • Extending the Timeliness of a Topic Idea
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  • Choosing a Title
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  • Background Information
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  • Evaluating Sources
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Quantitative methods emphasize objective measurements and the statistical, mathematical, or numerical analysis of data collected through polls, questionnaires, and surveys, or by manipulating pre-existing statistical data using computational techniques . Quantitative research focuses on gathering numerical data and generalizing it across groups of people or to explain a particular phenomenon.

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010; Muijs, Daniel. Doing Quantitative Research in Education with SPSS . 2nd edition. London: SAGE Publications, 2010.

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Characteristics of Quantitative Research

Your goal in conducting quantitative research study is to determine the relationship between one thing [an independent variable] and another [a dependent or outcome variable] within a population. Quantitative research designs are either descriptive [subjects usually measured once] or experimental [subjects measured before and after a treatment]. A descriptive study establishes only associations between variables; an experimental study establishes causality.

Quantitative research deals in numbers, logic, and an objective stance. Quantitative research focuses on numeric and unchanging data and detailed, convergent reasoning rather than divergent reasoning [i.e., the generation of a variety of ideas about a research problem in a spontaneous, free-flowing manner].

Its main characteristics are :

  • The data is usually gathered using structured research instruments.
  • The results are based on larger sample sizes that are representative of the population.
  • The research study can usually be replicated or repeated, given its high reliability.
  • Researcher has a clearly defined research question to which objective answers are sought.
  • All aspects of the study are carefully designed before data is collected.
  • Data are in the form of numbers and statistics, often arranged in tables, charts, figures, or other non-textual forms.
  • Project can be used to generalize concepts more widely, predict future results, or investigate causal relationships.
  • Researcher uses tools, such as questionnaires or computer software, to collect numerical data.

The overarching aim of a quantitative research study is to classify features, count them, and construct statistical models in an attempt to explain what is observed.

  Things to keep in mind when reporting the results of a study using quantitative methods :

  • Explain the data collected and their statistical treatment as well as all relevant results in relation to the research problem you are investigating. Interpretation of results is not appropriate in this section.
  • Report unanticipated events that occurred during your data collection. Explain how the actual analysis differs from the planned analysis. Explain your handling of missing data and why any missing data does not undermine the validity of your analysis.
  • Explain the techniques you used to "clean" your data set.
  • Choose a minimally sufficient statistical procedure ; provide a rationale for its use and a reference for it. Specify any computer programs used.
  • Describe the assumptions for each procedure and the steps you took to ensure that they were not violated.
  • When using inferential statistics , provide the descriptive statistics, confidence intervals, and sample sizes for each variable as well as the value of the test statistic, its direction, the degrees of freedom, and the significance level [report the actual p value].
  • Avoid inferring causality , particularly in nonrandomized designs or without further experimentation.
  • Use tables to provide exact values ; use figures to convey global effects. Keep figures small in size; include graphic representations of confidence intervals whenever possible.
  • Always tell the reader what to look for in tables and figures .

NOTE:   When using pre-existing statistical data gathered and made available by anyone other than yourself [e.g., government agency], you still must report on the methods that were used to gather the data and describe any missing data that exists and, if there is any, provide a clear explanation why the missing data does not undermine the validity of your final analysis.

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010; Brians, Craig Leonard et al. Empirical Political Analysis: Quantitative and Qualitative Research Methods . 8th ed. Boston, MA: Longman, 2011; McNabb, David E. Research Methods in Public Administration and Nonprofit Management: Quantitative and Qualitative Approaches . 2nd ed. Armonk, NY: M.E. Sharpe, 2008; Quantitative Research Methods. Writing@CSU. Colorado State University; Singh, Kultar. Quantitative Social Research Methods . Los Angeles, CA: Sage, 2007.

Basic Research Design for Quantitative Studies

Before designing a quantitative research study, you must decide whether it will be descriptive or experimental because this will dictate how you gather, analyze, and interpret the results. A descriptive study is governed by the following rules: subjects are generally measured once; the intention is to only establish associations between variables; and, the study may include a sample population of hundreds or thousands of subjects to ensure that a valid estimate of a generalized relationship between variables has been obtained. An experimental design includes subjects measured before and after a particular treatment, the sample population may be very small and purposefully chosen, and it is intended to establish causality between variables. Introduction The introduction to a quantitative study is usually written in the present tense and from the third person point of view. It covers the following information:

  • Identifies the research problem -- as with any academic study, you must state clearly and concisely the research problem being investigated.
  • Reviews the literature -- review scholarship on the topic, synthesizing key themes and, if necessary, noting studies that have used similar methods of inquiry and analysis. Note where key gaps exist and how your study helps to fill these gaps or clarifies existing knowledge.
  • Describes the theoretical framework -- provide an outline of the theory or hypothesis underpinning your study. If necessary, define unfamiliar or complex terms, concepts, or ideas and provide the appropriate background information to place the research problem in proper context [e.g., historical, cultural, economic, etc.].

Methodology The methods section of a quantitative study should describe how each objective of your study will be achieved. Be sure to provide enough detail to enable the reader can make an informed assessment of the methods being used to obtain results associated with the research problem. The methods section should be presented in the past tense.

  • Study population and sampling -- where did the data come from; how robust is it; note where gaps exist or what was excluded. Note the procedures used for their selection;
  • Data collection – describe the tools and methods used to collect information and identify the variables being measured; describe the methods used to obtain the data; and, note if the data was pre-existing [i.e., government data] or you gathered it yourself. If you gathered it yourself, describe what type of instrument you used and why. Note that no data set is perfect--describe any limitations in methods of gathering data.
  • Data analysis -- describe the procedures for processing and analyzing the data. If appropriate, describe the specific instruments of analysis used to study each research objective, including mathematical techniques and the type of computer software used to manipulate the data.

Results The finding of your study should be written objectively and in a succinct and precise format. In quantitative studies, it is common to use graphs, tables, charts, and other non-textual elements to help the reader understand the data. Make sure that non-textual elements do not stand in isolation from the text but are being used to supplement the overall description of the results and to help clarify key points being made. Further information about how to effectively present data using charts and graphs can be found here .

  • Statistical analysis -- how did you analyze the data? What were the key findings from the data? The findings should be present in a logical, sequential order. Describe but do not interpret these trends or negative results; save that for the discussion section. The results should be presented in the past tense.

Discussion Discussions should be analytic, logical, and comprehensive. The discussion should meld together your findings in relation to those identified in the literature review, and placed within the context of the theoretical framework underpinning the study. The discussion should be presented in the present tense.

  • Interpretation of results -- reiterate the research problem being investigated and compare and contrast the findings with the research questions underlying the study. Did they affirm predicted outcomes or did the data refute it?
  • Description of trends, comparison of groups, or relationships among variables -- describe any trends that emerged from your analysis and explain all unanticipated and statistical insignificant findings.
  • Discussion of implications – what is the meaning of your results? Highlight key findings based on the overall results and note findings that you believe are important. How have the results helped fill gaps in understanding the research problem?
  • Limitations -- describe any limitations or unavoidable bias in your study and, if necessary, note why these limitations did not inhibit effective interpretation of the results.

Conclusion End your study by to summarizing the topic and provide a final comment and assessment of the study.

  • Summary of findings – synthesize the answers to your research questions. Do not report any statistical data here; just provide a narrative summary of the key findings and describe what was learned that you did not know before conducting the study.
  • Recommendations – if appropriate to the aim of the assignment, tie key findings with policy recommendations or actions to be taken in practice.
  • Future research – note the need for future research linked to your study’s limitations or to any remaining gaps in the literature that were not addressed in your study.

Black, Thomas R. Doing Quantitative Research in the Social Sciences: An Integrated Approach to Research Design, Measurement and Statistics . London: Sage, 1999; Gay,L. R. and Peter Airasain. Educational Research: Competencies for Analysis and Applications . 7th edition. Upper Saddle River, NJ: Merril Prentice Hall, 2003; Hector, Anestine. An Overview of Quantitative Research in Composition and TESOL . Department of English, Indiana University of Pennsylvania; Hopkins, Will G. “Quantitative Research Design.” Sportscience 4, 1 (2000); "A Strategy for Writing Up Research Results. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper." Department of Biology. Bates College; Nenty, H. Johnson. "Writing a Quantitative Research Thesis." International Journal of Educational Science 1 (2009): 19-32; Ouyang, Ronghua (John). Basic Inquiry of Quantitative Research . Kennesaw State University.

Strengths of Using Quantitative Methods

Quantitative researchers try to recognize and isolate specific variables contained within the study framework, seek correlation, relationships and causality, and attempt to control the environment in which the data is collected to avoid the risk of variables, other than the one being studied, accounting for the relationships identified.

Among the specific strengths of using quantitative methods to study social science research problems:

  • Allows for a broader study, involving a greater number of subjects, and enhancing the generalization of the results;
  • Allows for greater objectivity and accuracy of results. Generally, quantitative methods are designed to provide summaries of data that support generalizations about the phenomenon under study. In order to accomplish this, quantitative research usually involves few variables and many cases, and employs prescribed procedures to ensure validity and reliability;
  • Applying well established standards means that the research can be replicated, and then analyzed and compared with similar studies;
  • You can summarize vast sources of information and make comparisons across categories and over time; and,
  • Personal bias can be avoided by keeping a 'distance' from participating subjects and using accepted computational techniques .

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010; Brians, Craig Leonard et al. Empirical Political Analysis: Quantitative and Qualitative Research Methods . 8th ed. Boston, MA: Longman, 2011; McNabb, David E. Research Methods in Public Administration and Nonprofit Management: Quantitative and Qualitative Approaches . 2nd ed. Armonk, NY: M.E. Sharpe, 2008; Singh, Kultar. Quantitative Social Research Methods . Los Angeles, CA: Sage, 2007.

Limitations of Using Quantitative Methods

Quantitative methods presume to have an objective approach to studying research problems, where data is controlled and measured, to address the accumulation of facts, and to determine the causes of behavior. As a consequence, the results of quantitative research may be statistically significant but are often humanly insignificant.

Some specific limitations associated with using quantitative methods to study research problems in the social sciences include:

  • Quantitative data is more efficient and able to test hypotheses, but may miss contextual detail;
  • Uses a static and rigid approach and so employs an inflexible process of discovery;
  • The development of standard questions by researchers can lead to "structural bias" and false representation, where the data actually reflects the view of the researcher instead of the participating subject;
  • Results provide less detail on behavior, attitudes, and motivation;
  • Researcher may collect a much narrower and sometimes superficial dataset;
  • Results are limited as they provide numerical descriptions rather than detailed narrative and generally provide less elaborate accounts of human perception;
  • The research is often carried out in an unnatural, artificial environment so that a level of control can be applied to the exercise. This level of control might not normally be in place in the real world thus yielding "laboratory results" as opposed to "real world results"; and,
  • Preset answers will not necessarily reflect how people really feel about a subject and, in some cases, might just be the closest match to the preconceived hypothesis.

Research Tip

Finding Examples of How to Apply Different Types of Research Methods

SAGE publications is a major publisher of studies about how to design and conduct research in the social and behavioral sciences. Their SAGE Research Methods Online and Cases database includes contents from books, articles, encyclopedias, handbooks, and videos covering social science research design and methods including the complete Little Green Book Series of Quantitative Applications in the Social Sciences and the Little Blue Book Series of Qualitative Research techniques. The database also includes case studies outlining the research methods used in real research projects. This is an excellent source for finding definitions of key terms and descriptions of research design and practice, techniques of data gathering, analysis, and reporting, and information about theories of research [e.g., grounded theory]. The database covers both qualitative and quantitative research methods as well as mixed methods approaches to conducting research.

SAGE Research Methods Online and Cases

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What Is Quantitative Research? | Definition & Methods

Published on 4 April 2022 by Pritha Bhandari . Revised on 10 October 2022.

Quantitative research is the process of collecting and analysing numerical data. It can be used to find patterns and averages, make predictions, test causal relationships, and generalise results to wider populations.

Quantitative research is the opposite of qualitative research , which involves collecting and analysing non-numerical data (e.g. text, video, or audio).

Quantitative research is widely used in the natural and social sciences: biology, chemistry, psychology, economics, sociology, marketing, etc.

  • What is the demographic makeup of Singapore in 2020?
  • How has the average temperature changed globally over the last century?
  • Does environmental pollution affect the prevalence of honey bees?
  • Does working from home increase productivity for people with long commutes?

Table of contents

Quantitative research methods, quantitative data analysis, advantages of quantitative research, disadvantages of quantitative research, frequently asked questions about quantitative research.

You can use quantitative research methods for descriptive, correlational or experimental research.

  • In descriptive research , you simply seek an overall summary of your study variables.
  • In correlational research , you investigate relationships between your study variables.
  • In experimental research , you systematically examine whether there is a cause-and-effect relationship between variables.

Correlational and experimental research can both be used to formally test hypotheses , or predictions, using statistics. The results may be generalised to broader populations based on the sampling method used.

To collect quantitative data, you will often need to use operational definitions that translate abstract concepts (e.g., mood) into observable and quantifiable measures (e.g., self-ratings of feelings and energy levels).

Quantitative research methods
Research method How to use Example
Control or manipulate an to measure its effect on a dependent variable. To test whether an intervention can reduce procrastination in college students, you give equal-sized groups either a procrastination intervention or a comparable task. You compare self-ratings of procrastination behaviors between the groups after the intervention.
Ask questions of a group of people in-person, over-the-phone or online. You distribute with rating scales to first-year international college students to investigate their experiences of culture shock.
(Systematic) observation Identify a behavior or occurrence of interest and monitor it in its natural setting. To study college classroom participation, you sit in on classes to observe them, counting and recording the prevalence of active and passive behaviors by students from different backgrounds.
Secondary research Collect data that has been gathered for other purposes e.g., national surveys or historical records. To assess whether attitudes towards climate change have changed since the 1980s, you collect relevant questionnaire data from widely available .

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Once data is collected, you may need to process it before it can be analysed. For example, survey and test data may need to be transformed from words to numbers. Then, you can use statistical analysis to answer your research questions .

Descriptive statistics will give you a summary of your data and include measures of averages and variability. You can also use graphs, scatter plots and frequency tables to visualise your data and check for any trends or outliers.

Using inferential statistics , you can make predictions or generalisations based on your data. You can test your hypothesis or use your sample data to estimate the population parameter .

You can also assess the reliability and validity of your data collection methods to indicate how consistently and accurately your methods actually measured what you wanted them to.

Quantitative research is often used to standardise data collection and generalise findings . Strengths of this approach include:

  • Replication

Repeating the study is possible because of standardised data collection protocols and tangible definitions of abstract concepts.

  • Direct comparisons of results

The study can be reproduced in other cultural settings, times or with different groups of participants. Results can be compared statistically.

  • Large samples

Data from large samples can be processed and analysed using reliable and consistent procedures through quantitative data analysis.

  • Hypothesis testing

Using formalised and established hypothesis testing procedures means that you have to carefully consider and report your research variables, predictions, data collection and testing methods before coming to a conclusion.

Despite the benefits of quantitative research, it is sometimes inadequate in explaining complex research topics. Its limitations include:

  • Superficiality

Using precise and restrictive operational definitions may inadequately represent complex concepts. For example, the concept of mood may be represented with just a number in quantitative research, but explained with elaboration in qualitative research.

  • Narrow focus

Predetermined variables and measurement procedures can mean that you ignore other relevant observations.

  • Structural bias

Despite standardised procedures, structural biases can still affect quantitative research. Missing data , imprecise measurements or inappropriate sampling methods are biases that can lead to the wrong conclusions.

  • Lack of context

Quantitative research often uses unnatural settings like laboratories or fails to consider historical and cultural contexts that may affect data collection and results.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

Data collection is the systematic process by which observations or measurements are gathered in research. It is used in many different contexts by academics, governments, businesses, and other organisations.

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

Reliability and validity are both about how well a method measures something:

  • Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
  • Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research , you also have to consider the internal and external validity of your experiment.

Hypothesis testing is a formal procedure for investigating our ideas about the world using statistics. It is used by scientists to test specific predictions, called hypotheses , by calculating how likely it is that a pattern or relationship between variables could have arisen by chance.

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Writing About Quantitative Research

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  • Melissa Whatley   ORCID: orcid.org/0000-0002-7073-6772 2  

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This chapter focuses on how to communicate the results of quantitative research. The first section of this chapter focuses on writing for scholarly audiences, as in the context of a research paper or an academic conference presentation. The second section of this chapter focuses on writing for policymaker or practitioner audiences.

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A full treatment of when and why researchers log variables is beyond the scope of this book, but interested readers are referred to Gujarati and Porter, 2010, Chap. 4 for additional information.

While a full discussion on different approaches to handling missing data in quantitative research is beyond the scope of this book, interested readers can refer to Cox et al. (2014) (Working with missing data in higher education research: A primer and real-world example) and Manly and Wells (2015) (Reporting the use of multiple imputation for missing data in higher education research) for in-depth discussions of some of the more common ways to address missing data.

See Footnote 1 in this chapter regarding logged outcome variables.

Note that it is also good practice to report estimates and measures of uncertainty that go into any test statistic. These might not be written in the main results, but at least in the appendix it is a good idea to report such information. In a case like this, the sample means that were compared and the associated standard error used to calculate t should be available to the well-versed reader.

I am especially grateful to my Twitter followers, who helped me crowdsource many of these recommendations.

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Whatley, M. (2022). Writing About Quantitative Research. In: Introduction to Quantitative Analysis for International Educators. Springer Texts in Education. Springer, Cham. https://doi.org/10.1007/978-3-030-93831-4_10

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Research Method

Home » Quantitative Research – Methods, Types and Analysis

Quantitative Research – Methods, Types and Analysis

Table of Contents

What is Quantitative Research

Quantitative Research

Quantitative research is a type of research that collects and analyzes numerical data to test hypotheses and answer research questions . This research typically involves a large sample size and uses statistical analysis to make inferences about a population based on the data collected. It often involves the use of surveys, experiments, or other structured data collection methods to gather quantitative data.

Quantitative Research Methods

Quantitative Research Methods

Quantitative Research Methods are as follows:

Descriptive Research Design

Descriptive research design is used to describe the characteristics of a population or phenomenon being studied. This research method is used to answer the questions of what, where, when, and how. Descriptive research designs use a variety of methods such as observation, case studies, and surveys to collect data. The data is then analyzed using statistical tools to identify patterns and relationships.

Correlational Research Design

Correlational research design is used to investigate the relationship between two or more variables. Researchers use correlational research to determine whether a relationship exists between variables and to what extent they are related. This research method involves collecting data from a sample and analyzing it using statistical tools such as correlation coefficients.

Quasi-experimental Research Design

Quasi-experimental research design is used to investigate cause-and-effect relationships between variables. This research method is similar to experimental research design, but it lacks full control over the independent variable. Researchers use quasi-experimental research designs when it is not feasible or ethical to manipulate the independent variable.

Experimental Research Design

Experimental research design is used to investigate cause-and-effect relationships between variables. This research method involves manipulating the independent variable and observing the effects on the dependent variable. Researchers use experimental research designs to test hypotheses and establish cause-and-effect relationships.

Survey Research

Survey research involves collecting data from a sample of individuals using a standardized questionnaire. This research method is used to gather information on attitudes, beliefs, and behaviors of individuals. Researchers use survey research to collect data quickly and efficiently from a large sample size. Survey research can be conducted through various methods such as online, phone, mail, or in-person interviews.

Quantitative Research Analysis Methods

Here are some commonly used quantitative research analysis methods:

Statistical Analysis

Statistical analysis is the most common quantitative research analysis method. It involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis can be used to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.

Regression Analysis

Regression analysis is a statistical technique used to analyze the relationship between one dependent variable and one or more independent variables. Researchers use regression analysis to identify and quantify the impact of independent variables on the dependent variable.

Factor Analysis

Factor analysis is a statistical technique used to identify underlying factors that explain the correlations among a set of variables. Researchers use factor analysis to reduce a large number of variables to a smaller set of factors that capture the most important information.

Structural Equation Modeling

Structural equation modeling is a statistical technique used to test complex relationships between variables. It involves specifying a model that includes both observed and unobserved variables, and then using statistical methods to test the fit of the model to the data.

Time Series Analysis

Time series analysis is a statistical technique used to analyze data that is collected over time. It involves identifying patterns and trends in the data, as well as any seasonal or cyclical variations.

Multilevel Modeling

Multilevel modeling is a statistical technique used to analyze data that is nested within multiple levels. For example, researchers might use multilevel modeling to analyze data that is collected from individuals who are nested within groups, such as students nested within schools.

Applications of Quantitative Research

Quantitative research has many applications across a wide range of fields. Here are some common examples:

  • Market Research : Quantitative research is used extensively in market research to understand consumer behavior, preferences, and trends. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform marketing strategies, product development, and pricing decisions.
  • Health Research: Quantitative research is used in health research to study the effectiveness of medical treatments, identify risk factors for diseases, and track health outcomes over time. Researchers use statistical methods to analyze data from clinical trials, surveys, and other sources to inform medical practice and policy.
  • Social Science Research: Quantitative research is used in social science research to study human behavior, attitudes, and social structures. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform social policies, educational programs, and community interventions.
  • Education Research: Quantitative research is used in education research to study the effectiveness of teaching methods, assess student learning outcomes, and identify factors that influence student success. Researchers use experimental and quasi-experimental designs, as well as surveys and other quantitative methods, to collect and analyze data.
  • Environmental Research: Quantitative research is used in environmental research to study the impact of human activities on the environment, assess the effectiveness of conservation strategies, and identify ways to reduce environmental risks. Researchers use statistical methods to analyze data from field studies, experiments, and other sources.

Characteristics of Quantitative Research

Here are some key characteristics of quantitative research:

  • Numerical data : Quantitative research involves collecting numerical data through standardized methods such as surveys, experiments, and observational studies. This data is analyzed using statistical methods to identify patterns and relationships.
  • Large sample size: Quantitative research often involves collecting data from a large sample of individuals or groups in order to increase the reliability and generalizability of the findings.
  • Objective approach: Quantitative research aims to be objective and impartial in its approach, focusing on the collection and analysis of data rather than personal beliefs, opinions, or experiences.
  • Control over variables: Quantitative research often involves manipulating variables to test hypotheses and establish cause-and-effect relationships. Researchers aim to control for extraneous variables that may impact the results.
  • Replicable : Quantitative research aims to be replicable, meaning that other researchers should be able to conduct similar studies and obtain similar results using the same methods.
  • Statistical analysis: Quantitative research involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis allows researchers to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.
  • Generalizability: Quantitative research aims to produce findings that can be generalized to larger populations beyond the specific sample studied. This is achieved through the use of random sampling methods and statistical inference.

Examples of Quantitative Research

Here are some examples of quantitative research in different fields:

  • Market Research: A company conducts a survey of 1000 consumers to determine their brand awareness and preferences. The data is analyzed using statistical methods to identify trends and patterns that can inform marketing strategies.
  • Health Research : A researcher conducts a randomized controlled trial to test the effectiveness of a new drug for treating a particular medical condition. The study involves collecting data from a large sample of patients and analyzing the results using statistical methods.
  • Social Science Research : A sociologist conducts a survey of 500 people to study attitudes toward immigration in a particular country. The data is analyzed using statistical methods to identify factors that influence these attitudes.
  • Education Research: A researcher conducts an experiment to compare the effectiveness of two different teaching methods for improving student learning outcomes. The study involves randomly assigning students to different groups and collecting data on their performance on standardized tests.
  • Environmental Research : A team of researchers conduct a study to investigate the impact of climate change on the distribution and abundance of a particular species of plant or animal. The study involves collecting data on environmental factors and population sizes over time and analyzing the results using statistical methods.
  • Psychology : A researcher conducts a survey of 500 college students to investigate the relationship between social media use and mental health. The data is analyzed using statistical methods to identify correlations and potential causal relationships.
  • Political Science: A team of researchers conducts a study to investigate voter behavior during an election. They use survey methods to collect data on voting patterns, demographics, and political attitudes, and analyze the results using statistical methods.

How to Conduct Quantitative Research

Here is a general overview of how to conduct quantitative research:

  • Develop a research question: The first step in conducting quantitative research is to develop a clear and specific research question. This question should be based on a gap in existing knowledge, and should be answerable using quantitative methods.
  • Develop a research design: Once you have a research question, you will need to develop a research design. This involves deciding on the appropriate methods to collect data, such as surveys, experiments, or observational studies. You will also need to determine the appropriate sample size, data collection instruments, and data analysis techniques.
  • Collect data: The next step is to collect data. This may involve administering surveys or questionnaires, conducting experiments, or gathering data from existing sources. It is important to use standardized methods to ensure that the data is reliable and valid.
  • Analyze data : Once the data has been collected, it is time to analyze it. This involves using statistical methods to identify patterns, trends, and relationships between variables. Common statistical techniques include correlation analysis, regression analysis, and hypothesis testing.
  • Interpret results: After analyzing the data, you will need to interpret the results. This involves identifying the key findings, determining their significance, and drawing conclusions based on the data.
  • Communicate findings: Finally, you will need to communicate your findings. This may involve writing a research report, presenting at a conference, or publishing in a peer-reviewed journal. It is important to clearly communicate the research question, methods, results, and conclusions to ensure that others can understand and replicate your research.

When to use Quantitative Research

Here are some situations when quantitative research can be appropriate:

  • To test a hypothesis: Quantitative research is often used to test a hypothesis or a theory. It involves collecting numerical data and using statistical analysis to determine if the data supports or refutes the hypothesis.
  • To generalize findings: If you want to generalize the findings of your study to a larger population, quantitative research can be useful. This is because it allows you to collect numerical data from a representative sample of the population and use statistical analysis to make inferences about the population as a whole.
  • To measure relationships between variables: If you want to measure the relationship between two or more variables, such as the relationship between age and income, or between education level and job satisfaction, quantitative research can be useful. It allows you to collect numerical data on both variables and use statistical analysis to determine the strength and direction of the relationship.
  • To identify patterns or trends: Quantitative research can be useful for identifying patterns or trends in data. For example, you can use quantitative research to identify trends in consumer behavior or to identify patterns in stock market data.
  • To quantify attitudes or opinions : If you want to measure attitudes or opinions on a particular topic, quantitative research can be useful. It allows you to collect numerical data using surveys or questionnaires and analyze the data using statistical methods to determine the prevalence of certain attitudes or opinions.

Purpose of Quantitative Research

The purpose of quantitative research is to systematically investigate and measure the relationships between variables or phenomena using numerical data and statistical analysis. The main objectives of quantitative research include:

  • Description : To provide a detailed and accurate description of a particular phenomenon or population.
  • Explanation : To explain the reasons for the occurrence of a particular phenomenon, such as identifying the factors that influence a behavior or attitude.
  • Prediction : To predict future trends or behaviors based on past patterns and relationships between variables.
  • Control : To identify the best strategies for controlling or influencing a particular outcome or behavior.

Quantitative research is used in many different fields, including social sciences, business, engineering, and health sciences. It can be used to investigate a wide range of phenomena, from human behavior and attitudes to physical and biological processes. The purpose of quantitative research is to provide reliable and valid data that can be used to inform decision-making and improve understanding of the world around us.

Advantages of Quantitative Research

There are several advantages of quantitative research, including:

  • Objectivity : Quantitative research is based on objective data and statistical analysis, which reduces the potential for bias or subjectivity in the research process.
  • Reproducibility : Because quantitative research involves standardized methods and measurements, it is more likely to be reproducible and reliable.
  • Generalizability : Quantitative research allows for generalizations to be made about a population based on a representative sample, which can inform decision-making and policy development.
  • Precision : Quantitative research allows for precise measurement and analysis of data, which can provide a more accurate understanding of phenomena and relationships between variables.
  • Efficiency : Quantitative research can be conducted relatively quickly and efficiently, especially when compared to qualitative research, which may involve lengthy data collection and analysis.
  • Large sample sizes : Quantitative research can accommodate large sample sizes, which can increase the representativeness and generalizability of the results.

Limitations of Quantitative Research

There are several limitations of quantitative research, including:

  • Limited understanding of context: Quantitative research typically focuses on numerical data and statistical analysis, which may not provide a comprehensive understanding of the context or underlying factors that influence a phenomenon.
  • Simplification of complex phenomena: Quantitative research often involves simplifying complex phenomena into measurable variables, which may not capture the full complexity of the phenomenon being studied.
  • Potential for researcher bias: Although quantitative research aims to be objective, there is still the potential for researcher bias in areas such as sampling, data collection, and data analysis.
  • Limited ability to explore new ideas: Quantitative research is often based on pre-determined research questions and hypotheses, which may limit the ability to explore new ideas or unexpected findings.
  • Limited ability to capture subjective experiences : Quantitative research is typically focused on objective data and may not capture the subjective experiences of individuals or groups being studied.
  • Ethical concerns : Quantitative research may raise ethical concerns, such as invasion of privacy or the potential for harm to participants.

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Synthesising quantitative and qualitative evidence to inform guidelines on complex interventions: clarifying the purposes, designs and outlining some methods

1 School of Social Sciences, Bangor University, Wales, UK

Andrew Booth

2 School of Health and Related Research (ScHARR), University of Sheffield, Sheffield, UK

Graham Moore

3 School of Social Sciences, Cardiff University, Wales, UK

Kate Flemming

4 Department of Health Sciences, The University of York, York, UK

Özge Tunçalp

5 Department of Reproductive Health and Research including UNDP/UNFPA/UNICEF/WHO/World Bank Special Programme of Research, Development and Research Training in Human Reproduction (HRP), World Health Organization, Geneva, Switzerland

Elham Shakibazadeh

6 Department of Health Education and Promotion, School of Public Health, Tehran University of Medical Sciences, Tehran, Iran

Associated Data

bmjgh-2018-000893supp001.pdf

bmjgh-2018-000893supp002.pdf

bmjgh-2018-000893supp003.pdf

bmjgh-2018-000893supp005.pdf

bmjgh-2018-000893supp004.pdf

Guideline developers are increasingly dealing with more difficult decisions concerning whether to recommend complex interventions in complex and highly variable health systems. There is greater recognition that both quantitative and qualitative evidence can be combined in a mixed-method synthesis and that this can be helpful in understanding how complexity impacts on interventions in specific contexts. This paper aims to clarify the different purposes, review designs, questions, synthesis methods and opportunities to combine quantitative and qualitative evidence to explore the complexity of complex interventions and health systems. Three case studies of guidelines developed by WHO, which incorporated quantitative and qualitative evidence, are used to illustrate possible uses of mixed-method reviews and evidence. Additional examples of methods that can be used or may have potential for use in a guideline process are outlined. Consideration is given to the opportunities for potential integration of quantitative and qualitative evidence at different stages of the review and guideline process. Encouragement is given to guideline commissioners and developers and review authors to consider including quantitative and qualitative evidence. Recommendations are made concerning the future development of methods to better address questions in systematic reviews and guidelines that adopt a complexity perspective.

Summary box

  • When combined in a mixed-method synthesis, quantitative and qualitative evidence can potentially contribute to understanding how complex interventions work and for whom, and how the complex health systems into which they are implemented respond and adapt.
  • The different purposes and designs for combining quantitative and qualitative evidence in a mixed-method synthesis for a guideline process are described.
  • Questions relevant to gaining an understanding of the complexity of complex interventions and the wider health systems within which they are implemented that can be addressed by mixed-method syntheses are presented.
  • The practical methodological guidance in this paper is intended to help guideline producers and review authors commission and conduct mixed-method syntheses where appropriate.
  • If more mixed-method syntheses are conducted, guideline developers will have greater opportunities to access this evidence to inform decision-making.

Introduction

Recognition has grown that while quantitative methods remain vital, they are usually insufficient to address complex health systems related research questions. 1 Quantitative methods rely on an ability to anticipate what must be measured in advance. Introducing change into a complex health system gives rise to emergent reactions, which cannot be fully predicted in advance. Emergent reactions can often only be understood through combining quantitative methods with a more flexible qualitative lens. 2 Adopting a more pluralist position enables a diverse range of research options to the researcher depending on the research question being investigated. 3–5 As a consequence, where a research study sits within the multitude of methods available is driven by the question being asked, rather than any particular methodological or philosophical stance. 6

Publication of guidance on designing complex intervention process evaluations and other works advocating mixed-methods approaches to intervention research have stimulated better quality evidence for synthesis. 1 7–13 Methods for synthesising qualitative 14 and mixed-method evidence have been developed or are in development. Mixed-method research and review definitions are outlined in box 1 .

Defining mixed-method research and reviews

Pluye and Hong 52 define mixed-methods research as “a research approach in which a researcher integrates (a) qualitative and quantitative research questions, (b) qualitative research methods* and quantitative research designs, (c) techniques for collecting and analyzing qualitative and quantitative evidence, and (d) qualitative findings and quantitative results”.A mixed-method synthesis can integrate quantitative, qualitative and mixed-method evidence or data from primary studies.† Mixed-method primary studies are usually disaggregated into quantitative and qualitative evidence and data for the purposes of synthesis. Thomas and Harden further define three ways in which reviews are mixed. 53

  • The types of studies included and hence the type of findings to be synthesised (ie, qualitative/textual and quantitative/numerical).
  • The types of synthesis method used (eg, statistical meta-analysis and qualitative synthesis).
  • The mode of analysis: theory testing AND theory building.

*A qualitative study is one that uses qualitative methods of data collection and analysis to produce a narrative understanding of the phenomena of interest. Qualitative methods of data collection may include, for example, interviews, focus groups, observations and analysis of documents.

†The Cochrane Qualitative and Implementation Methods group coined the term ‘qualitative evidence synthesis’ to mean that the synthesis could also include qualitative data. For example, qualitative data from case studies, grey literature reports and open-ended questions from surveys. ‘Evidence’ and ‘data’ are used interchangeably in this paper.

This paper is one of a series that aims to explore the implications of complexity for systematic reviews and guideline development, commissioned by WHO. This paper is concerned with the methodological implications of including quantitative and qualitative evidence in mixed-method systematic reviews and guideline development for complex interventions. The guidance was developed through a process of bringing together experts in the field, literature searching and consensus building with end users (guideline developers, clinicians and reviewers). We clarify the different purposes, review designs, questions and synthesis methods that may be applicable to combine quantitative and qualitative evidence to explore the complexity of complex interventions and health systems. Three case studies of WHO guidelines that incorporated quantitative and qualitative evidence are used to illustrate possible uses of mixed-method reviews and mechanisms of integration ( table 1 , online supplementary files 1–3 ). Additional examples of methods that can be used or may have potential for use in a guideline process are outlined. Opportunities for potential integration of quantitative and qualitative evidence at different stages of the review and guideline process are presented. Specific considerations when using an evidence to decision framework such as the Developing and Evaluating Communication strategies to support Informed Decisions and practice based on Evidence (DECIDE) framework 15 or the new WHO-INTEGRATE evidence to decision framework 16 at the review design and evidence to decision stage are outlined. See online supplementary file 4 for an example of a health systems DECIDE framework and Rehfuess et al 16 for the new WHO-INTEGRATE framework. Encouragement is given to guideline commissioners and developers and review authors to consider including quantitative and qualitative evidence in guidelines of complex interventions that take a complexity perspective and health systems focus.

Designs and methods and their use or applicability in guidelines and systematic reviews taking a complexity perspective

Case study examples and referencesComplexity-related questions of interest in the guidelineTypes of synthesis used in the guidelineMixed-method review design and integration mechanismsObservations, concerns and considerations
A. Mixed-method review designs used in WHO guideline development
Antenatal Care (ANC) guidelines ( )
What do women in high-income, medium-income and low-income countries want and expect from antenatal care (ANC), based on their own accounts of their beliefs, views, expectations and experiences of pregnancy?Qualitative synthesis
Framework synthesis
Meta-ethnography

Quantitative and qualitative reviews undertaken separately (segregated), an initial scoping review of qualitative evidence established women’s preferences and outcomes for ANC, which informed design of the quantitative intervention review (contingent)
A second qualitative evidence synthesis was undertaken to look at implementation factors (sequential)
Integration: quantitative and qualitative findings were brought together in a series of DECIDE frameworks Tools included:
Psychological theory
SURE framework conceptual framework for implementing policy options
Conceptual framework for analysing integration of targeted health interventions into health systems to analyse contextual health system factors
An innovative approach to guideline development
No formal cross-study synthesis process and limited testing of theory. The hypothetical nature of meta-ethnography findings may be challenging for guideline panel members to process without additional training
See Flemming for considerations when selecting meta-ethnography
What are the evidence-based practices during ANC that improved outcomes and lead to positive pregnancy experience and how should these practices be delivered?Quantitative review of trials
Factors that influence the uptake of routine antenatal services by pregnant women
Views and experiences of maternity care providers
Qualitative synthesis
Framework synthesis
Meta-ethnography
Task shifting guidelines ( ) What are the effects of lay health worker interventions in primary and community healthcare on maternal and child health and the management of infectious diseases?Quantitative review of trials
Several published quantitative reviews were used (eg, Cochrane review of lay health worker interventions)
Additional new qualitative evidence syntheses were commissioned (segregated)

Integration: quantitative and qualitative review findings on lay health workers were brought together in several DECIDE frameworks. Tools included adapted SURE Framework and post hoc logic model
An innovative approach to guideline development
The post hoc logic model was developed after the guideline was completed
What factors affect the implementation of lay health worker programmes for maternal and child health?Qualitative evidence synthesis
Framework synthesis
Risk communication guideline ( ) Quantitative review of quantitative evidence (descriptive)
Qualitative using framework synthesis

A knowledge map of studies was produced to identify the method, topic and geographical spread of evidence. Reviews first organised and synthesised evidence by method-specific streams and reported method-specific findings. Then similar findings across method-specific streams were grouped and further developed using all the relevant evidence
Integration: where possible, quantitative and qualitative evidence for the same intervention and question was mapped against core DECIDE domains. Tools included framework using public health emergency model and disaster phases
Very few trials were identified. Quantitative and qualitative evidence was used to construct a high level view of what appeared to work and what happened when similar broad groups of interventions or strategies were implemented in different contexts
Example of a fully integrated mixed-method synthesis.
Without evidence of effect, it was highly challenging to populate a DECIDE framework
B. Mixed-method review designs that can be used in guideline development
Factors influencing children’s optimal fruit and vegetable consumption Potential to explore theoretical, intervention and implementation complexity issues
New question(s) of interest are developed and tested in a cross-study synthesis
Mixed-methods synthesis
Each review typically has three syntheses:
Statistical meta-analysis
Qualitative thematic synthesis
Cross-study synthesis

Aim is to generate and test theory from diverse body of literature
Integration: used integrative matrix based on programme theory
Can be used in a guideline process as it fits with the current model of conducting method specific reviews separately then bringing the review products together
C. Mixed-method review designs with the potential for use in guideline development
Interventions to promote smoke alarm ownership and function
Intervention effect and/or intervention implementation related questions within a systemNarrative synthesis (specifically Popay’s methodology)
Four stage approach to integrate quantitative (trials) with qualitative evidence
Integration: initial theory and logic model used to integrate evidence of effect with qualitative case summaries. Tools used included tabulation, groupings and clusters, transforming data: constructing a common rubric, vote-counting as a descriptive tool, moderator variables and subgroup analyses, idea webbing/conceptual mapping, creating qualitative case descriptions, visual representation of relationship between study characteristics and results
Few published examples with the exception of Rodgers, who reinterpreted a Cochrane review on the same topic with narrative synthesis methodology.
Methodology is complex. Most subsequent examples have only partially operationalised the methodology
An intervention effect review will still be required to feed into the guideline process
Factors affecting childhood immunisation
What factors explain complexity and causal pathways?Bayesian synthesis of qualitative and quantitative evidence
Aim is theory-testing by fusing findings from qualitative and quantitative research
Produces a set of weighted factors associated with/predicting the phenomenon under review
Not yet used in a guideline context.
Complex methodology.
Undergoing development and testing for a health context. The end product may not easily ‘fit’ into an evidence to decision framework and an effect review will still be required
Providing effective and preferred care closer to home: a realist review of intermediate care. Developing and testing theories of change underpinning complex policy interventions
What works for whom in what contexts and how?
Realist synthesis
NB. Other theory-informed synthesis methods follow similar processes

Development of a theory from the literature, analysis of quantitative and qualitative evidence against the theory leads to development of context, mechanism and outcome chains that explain how outcomes come about
Integration: programme theory and assembling mixed-method evidence to create Context, Mechanism and Outcome (CMO) configurations
May be useful where there are few trials. The hypothetical nature of findings may be challenging for guideline panel members to process without additional training. The end product may not easily ‘fit’ into an evidence to decision framework and an effect review will still be required
Use of morphine to treat cancer-related pain Any aspect of complexity could potentially be explored
How does the context of morphine use affect the established effectiveness of morphine?
Critical interpretive synthesis
Aims to generate theory from large and diverse body of literature
Segregated sequential design
Integration: integrative grid
There are few examples and the methodology is complex.
The hypothetical nature of findings may be challenging for guideline panel members to process without additional training.
The end product would need to be designed to feed into an evidence to decision framework and an intervention effect review will still be required
Food sovereignty, food security and health equity Examples have examined health system complexity
To understand the state of knowledge on relationships between health equity—ie, health inequalities that are socially produced—and food systems, where the concepts of 'food security' and 'food sovereignty' are prominent
Focused on eight pathways to health (in)equity through the food system: (1) Multi-Scalar Environmental, Social Context; (2) Occupational Exposures; (3) Environmental Change; (4) Traditional Livelihoods, Cultural Continuity; (5) Intake of Contaminants; (6) Nutrition; (7) Social Determinants of Health; (8) Political, Economic and Regulatory context
Meta-narrativeAim is to review research on diffusion of innovation to inform healthcare policy
Which research (or epistemic) traditions have considered this broad topic area?; How has each tradition conceptualised the topic (for example, including assumptions about the nature of reality, preferred study designs and ways of knowing)?; What theoretical approaches and methods did they use?; What are the main empirical findings?; and What insights can be drawn by combining and comparing findings from different traditions?
Integration: analysis leads to production of a set of meta-narratives (‘storylines of research’)
Not yet used in a guideline context. The originators are calling for meta-narrative reviews to be used in a guideline process.
Potential to provide a contextual overview within which to interpret other types of reviews in a guideline process. The meta-narrative review findings may require tailoring to ‘fit’ into an evidence to decision framework and an intervention effect review will still be required
Few published examples and the methodology is complex

Supplementary data

Taking a complexity perspective.

The first paper in this series 17 outlines aspects of complexity associated with complex interventions and health systems that can potentially be explored by different types of evidence, including synthesis of quantitative and qualitative evidence. Petticrew et al 17 distinguish between a complex interventions perspective and a complex systems perspective. A complex interventions perspective defines interventions as having “implicit conceptual boundaries, representing a flexible, but common set of practices, often linked by an explicit or implicit theory about how they work”. A complex systems perspective differs in that “ complexity arises from the relationships and interactions between a system’s agents (eg, people, or groups that interact with each other and their environment), and its context. A system perspective conceives the intervention as being part of the system, and emphasises changes and interconnections within the system itself”. Aspects of complexity associated with implementation of complex interventions in health systems that could potentially be addressed with a synthesis of quantitative and qualitative evidence are summarised in table 2 . Another paper in the series outlines criteria used in a new evidence to decision framework for making decisions about complex interventions implemented in complex systems, against which the need for quantitative and qualitative evidence can be mapped. 16 A further paper 18 that explores how context is dealt with in guidelines and reviews taking a complexity perspective also recommends using both quantitative and qualitative evidence to better understand context as a source of complexity. Mixed-method syntheses of quantitative and qualitative evidence can also help with understanding of whether there has been theory failure and or implementation failure. The Cochrane Qualitative and Implementation Methods Group provide additional guidance on exploring implementation and theory failure that can be adapted to address aspects of complexity of complex interventions when implemented in health systems. 19

Health-system complexity-related questions that a synthesis of quantitative and qualitative evidence could address (derived from Petticrew et al 17 )

Aspect of complexity of interestExamples of potential research question(s) that a synthesis of qualitative and quantitative evidence could addressTypes of studies or data that could contribute to a review of qualitative and quantitative evidence
What ‘is’ the system? How can it be described?What are the main influences on the health problem? How are they created and maintained? How do these influences interconnect? Where might one intervene in the system?Quantitative: previous systematic reviews of the causes of the problem); epidemiological studies (eg, cohort studies examining risk factors of obesity); network analysis studies showing the nature of social and other systems
Qualitative data: theoretical papers; policy documents
Interactions of interventions with context and adaptation Qualitative: (1) eg, qualitative studies; case studies
Quantitative: (2) trials or other effectiveness studies from different contexts; multicentre trials, with stratified reporting of findings; other quantitative studies that provide evidence of moderating effects of context
System adaptivity (how does the system change?)(How) does the system change when the intervention is introduced? Which aspects of the system are affected? Does this potentiate or dampen its effects?Quantitative: longitudinal data; possibly historical data; effectiveness studies providing evidence of differential effects across different contexts; system modelling (eg, agent-based modelling)
Qualitative: qualitative studies; case studies
Emergent propertiesWhat are the effects (anticipated and unanticipated) which follow from this system change?Quantitative: prospective quantitative evaluations; retrospective studies (eg, case–control studies, surveys) may also help identify less common effects; dose–response evaluations of impacts at aggregate level in individual studies or across studies included with systematic reviews (see suggested examples)
Qualitative: qualitative studies
Positive (reinforcing) and negative (balancing) feedback loopsWhat explains change in the effectiveness of the intervention over time?
Are the effects of an intervention are damped/suppressed by other aspects of the system (eg, contextual influences?)
Quantitative: studies of moderators of effectiveness; long-term longitudinal studies
Qualitative: studies of factors that enable or inhibit implementation of interventions
Multiple (health and non-health) outcomesWhat changes in processes and outcomes follow the introduction of this system change? At what levels in the system are they experienced?Quantitative: studies tracking change in the system over time
Qualitative: studies exploring effects of the change in individuals, families, communities (including equity considerations and factors that affect engagement and participation in change)

It may not be apparent which aspects of complexity or which elements of the complex intervention or health system can be explored in a guideline process, or whether combining qualitative and quantitative evidence in a mixed-method synthesis will be useful, until the available evidence is scoped and mapped. 17 20 A more extensive lead in phase is typically required to scope the available evidence, engage with stakeholders and to refine the review parameters and questions that can then be mapped against potential review designs and methods of synthesis. 20 At the scoping stage, it is also common to decide on a theoretical perspective 21 or undertake further work to refine a theoretical perspective. 22 This is also the stage to begin articulating the programme theory of the complex intervention that may be further developed to refine an understanding of complexity and show how the intervention is implemented in and impacts on the wider health system. 17 23 24 In practice, this process can be lengthy, iterative and fluid with multiple revisions to the review scope, often developing and adapting a logic model 17 as the available evidence becomes known and the potential to incorporate different types of review designs and syntheses of quantitative and qualitative evidence becomes better understood. 25 Further questions, propositions or hypotheses may emerge as the reviews progress and therefore the protocols generally need to be developed iteratively over time rather than a priori.

Following a scoping exercise and definition of key questions, the next step in the guideline development process is to identify existing or commission new systematic reviews to locate and summarise the best available evidence in relation to each question. For example, case study 2, ‘Optimising health worker roles for maternal and newborn health through task shifting’, included quantitative reviews that did and did not take an additional complexity perspective, and qualitative evidence syntheses that were able to explain how specific elements of complexity impacted on intervention outcomes within the wider health system. Further understanding of health system complexity was facilitated through the conduct of additional country-level case studies that contributed to an overall understanding of what worked and what happened when lay health worker interventions were implemented. See table 1 online supplementary file 2 .

There are a few existing examples, which we draw on in this paper, but integrating quantitative and qualitative evidence in a mixed-method synthesis is relatively uncommon in a guideline process. Box 2 includes a set of key questions that guideline developers and review authors contemplating combining quantitative and qualitative evidence in mixed-methods design might ask. Subsequent sections provide more information and signposting to further reading to help address these key questions.

Key questions that guideline developers and review authors contemplating combining quantitative and qualitative evidence in a mixed-methods design might ask

Compound questions requiring both quantitative and qualitative evidence?

Questions requiring mixed-methods studies?

Separate quantitative and qualitative questions?

Separate quantitative and qualitative research studies?

Related quantitative and qualitative research studies?

Mixed-methods studies?

Quantitative unpublished data and/or qualitative unpublished data, eg, narrative survey data?

Throughout the review?

Following separate reviews?

At the question point?

At the synthesis point?

At the evidence to recommendations stage?

Or a combination?

Narrative synthesis or summary?

Quantitising approach, eg, frequency analysis?

Qualitising approach, eg, thematic synthesis?

Tabulation?

Logic model?

Conceptual model/framework?

Graphical approach?

  • WHICH: Which mixed-method designs, methodologies and methods best fit into a guideline process to inform recommendations?

Complexity-related questions that a synthesis of quantitative and qualitative evidence can potentially address

Petticrew et al 17 define the different aspects of complexity and examples of complexity-related questions that can potentially be explored in guidelines and systematic reviews taking a complexity perspective. Relevant aspects of complexity outlined by Petticrew et al 17 are summarised in table 2 below, together with the corresponding questions that could be addressed in a synthesis combining qualitative and quantitative evidence. Importantly, the aspects of complexity and their associated concepts of interest have however yet to be translated fully in primary health research or systematic reviews. There are few known examples where selected complexity concepts have been used to analyse or reanalyse a primary intervention study. Most notable is Chandler et al 26 who specifically set out to identify and translate a set of relevant complexity theory concepts for application in health systems research. Chandler then reanalysed a trial process evaluation using selected complexity theory concepts to better understand the complex causal pathway in the health system that explains some aspects of complexity in table 2 .

Rehfeuss et al 16 also recommends upfront consideration of the WHO-INTEGRATE evidence to decision criteria when planning a guideline and formulating questions. The criteria reflect WHO norms and values and take account of a complexity perspective. The framework can be used by guideline development groups as a menu to decide which criteria to prioritise, and which study types and synthesis methods can be used to collect evidence for each criterion. Many of the criteria and their related questions can be addressed using a synthesis of quantitative and qualitative evidence: the balance of benefits and harms, human rights and sociocultural acceptability, health equity, societal implications and feasibility (see table 3 ). Similar aspects in the DECIDE framework 15 could also be addressed using synthesis of qualitative and quantitative evidence.

Integrate evidence to decision framework criteria, example questions and types of studies to potentially address these questions (derived from Rehfeuss et al 16 )

Domains of the WHO-INTEGRATE EtD frameworkExamples of potential research question(s) that a synthesis of qualitative and/or quantitative evidence could addressTypes of studies that could contribute to a review of qualitative and quantitative evidence
Balance of benefits and harmsTo what extent do patients/beneficiaries different health outcomes?Qualitative: studies of views and experiences
Quantitative: Questionnaire surveys
Human rights and sociocultural acceptabilityIs the intervention to patients/beneficiaries as well as to those implementing it?
To what extent do patients/beneficiaries different non-health outcomes?
How does the intervention affect an individual’s, population group’s or organisation’s , that is, their ability to make a competent, informed and voluntary decision?
Qualitative: discourse analysis, qualitative studies (ideally longitudinal to examine changes over time)
Quantitative: pro et contra analysis, discrete choice experiments, longitudinal quantitative studies (to examine changes over time), cross-sectional studies
Mixed-method studies; case studies
Health equity, equality and non-discriminationHow is the intervention for individuals, households or communities?
How —in terms of physical as well as informational access—is the intervention across different population groups?
Qualitative: studies of views and experiences
Quantitative: cross-sectional or longitudinal observational studies, discrete choice experiments, health expenditure studies; health system barrier studies, cross-sectional or longitudinal observational studies, discrete choice experiments, ethical analysis, GIS-based studies
Societal implicationsWhat is the of the intervention: are there features of the intervention that increase or reduce stigma and that lead to social consequences? Does the intervention enhance or limit social goals, such as education, social cohesion and the attainment of various human rights beyond health? Does it change social norms at individual or population level?
What is the of the intervention? Does it contribute to or limit the achievement of goals to protect the environment and efforts to mitigate or adapt to climate change?
Qualitative: studies of views and experiences
Quantitative: RCTs, quasi-experimental studies, comparative observational studies, longitudinal implementation studies, case studies, power analyses, environmental impact assessments, modelling studies
Feasibility and health system considerationsAre there any that impact on implementation of the intervention?
How might , such as past decisions and strategic considerations, positively or negatively impact the implementation of the intervention?
How does the intervention ? Is it likely to fit well or not, is it likely to impact on it in positive or negative ways?
How does the intervention interact with the need for and usage of the existing , at national and subnational levels?
How does the intervention interact with the need for and usage of the as well as other relevant infrastructure, at national and subnational levels?
Non-research: policy and regulatory frameworks
Qualitative: studies of views and experiences
Mixed-method: health systems research, situation analysis, case studies
Quantitative: cross-sectional studies

GIS, Geographical Information System; RCT, randomised controlled trial.

Questions as anchors or compasses

Questions can serve as an ‘anchor’ by articulating the specific aspects of complexity to be explored (eg, Is successful implementation of the intervention context dependent?). 27 Anchor questions such as “How does intervention x impact on socioeconomic inequalities in health behaviour/outcome x” are the kind of health system question that requires a synthesis of both quantitative and qualitative evidence and hence a mixed-method synthesis. Quantitative evidence can quantify the difference in effect, but does not answer the question of how . The ‘how’ question can be partly answered with quantitative and qualitative evidence. For example, quantitative evidence may reveal where socioeconomic status and inequality emerges in the health system (an emergent property) by exploring questions such as “ Does patterning emerge during uptake because fewer people from certain groups come into contact with an intervention in the first place? ” or “ are people from certain backgrounds more likely to drop out, or to maintain effects beyond an intervention differently? ” Qualitative evidence may help understand the reasons behind all of these mechanisms. Alternatively, questions can act as ‘compasses’ where a question sets out a starting point from which to explore further and to potentially ask further questions or develop propositions or hypotheses to explore through a complexity perspective (eg, What factors enhance or hinder implementation?). 27 Other papers in this series provide further guidance on developing questions for qualitative evidence syntheses and guidance on question formulation. 14 28

For anchor and compass questions, additional application of a theory (eg, complexity theory) can help focus evidence synthesis and presentation to explore and explain complexity issues. 17 21 Development of a review specific logic model(s) can help to further refine an initial understanding of any complexity-related issues of interest associated with a specific intervention, and if appropriate the health system or section of the health system within which to contextualise the review question and analyse data. 17 23–25 Specific tools are available to help clarify context and complex interventions. 17 18

If a complexity perspective, and certain criteria within evidence to decision frameworks, is deemed relevant and desirable by guideline developers, it is only possible to pursue a complexity perspective if the evidence is available. Careful scoping using knowledge maps or scoping reviews will help inform development of questions that are answerable with available evidence. 20 If evidence of effect is not available, then a different approach to develop questions leading to a more general narrative understanding of what happened when complex interventions were implemented in a health system will be required (such as in case study 3—risk communication guideline). This should not mean that the original questions developed for which no evidence was found when scoping the literature were not important. An important function of creating a knowledge map is also to identify gaps to inform a future research agenda.

Table 2 and online supplementary files 1–3 outline examples of questions in the three case studies, which were all ‘COMPASS’ questions for the qualitative evidence syntheses.

Types of integration and synthesis designs in mixed-method reviews

The shift towards integration of qualitative and quantitative evidence in primary research has, in recent years, begun to be mirrored within research synthesis. 29–31 The natural extension to undertaking quantitative or qualitative reviews has been the development of methods for integrating qualitative and quantitative evidence within reviews, and within the guideline process using evidence to decision-frameworks. Advocating the integration of quantitative and qualitative evidence assumes a complementarity between research methodologies, and a need for both types of evidence to inform policy and practice. Below, we briefly outline the current designs for integrating qualitative and quantitative evidence within a mixed-method review or synthesis.

One of the early approaches to integrating qualitative and quantitative evidence detailed by Sandelowski et al 32 advocated three basic review designs: segregated, integrated and contingent designs, which have been further developed by Heyvaert et al 33 ( box 3 ).

Segregated, integrated and contingent designs 32 33

Segregated design.

Conventional separate distinction between quantitative and qualitative approaches based on the assumption they are different entities and should be treated separately; can be distinguished from each other; their findings warrant separate analyses and syntheses. Ultimately, the separate synthesis results can themselves be synthesised.

Integrated design

The methodological differences between qualitative and quantitative studies are minimised as both are viewed as producing findings that can be readily synthesised into one another because they address the same research purposed and questions. Transformation involves either turning qualitative data into quantitative (quantitising) or quantitative findings are turned into qualitative (qualitising) to facilitate their integration.

Contingent design

Takes a cyclical approach to synthesis, with the findings from one synthesis informing the focus of the next synthesis, until all the research objectives have been addressed. Studies are not necessarily grouped and categorised as qualitative or quantitative.

A recent review of more than 400 systematic reviews 34 combining quantitative and qualitative evidence identified two main synthesis designs—convergent and sequential. In a convergent design, qualitative and quantitative evidence is collated and analysed in a parallel or complementary manner, whereas in a sequential synthesis, the collation and analysis of quantitative and qualitative evidence takes place in a sequence with one synthesis informing the other ( box 4 ). 6 These designs can be seen to build on the work of Sandelowski et al , 32 35 particularly in relation to the transformation of data from qualitative to quantitative (and vice versa) and the sequential synthesis design, with a cyclical approach to reviewing that evokes Sandelowski’s contingent design.

Convergent and sequential synthesis designs 34

Convergent synthesis design.

Qualitative and quantitative research is collected and analysed at the same time in a parallel or complementary manner. Integration can occur at three points:

a. Data-based convergent synthesis design

All included studies are analysed using the same methods and results presented together. As only one synthesis method is used, data transformation occurs (qualitised or quantised). Usually addressed one review question.

b. Results-based convergent synthesis design

Qualitative and quantitative data are analysed and presented separately but integrated using a further synthesis method; eg, narratively, tables, matrices or reanalysing evidence. The results of both syntheses are combined in a third synthesis. Usually addresses an overall review question with subquestions.

c. Parallel-results convergent synthesis design

Qualitative and quantitative data are analysed and presented separately with integration occurring in the interpretation of results in the discussion section. Usually addresses two or more complimentary review questions.

Sequential synthesis design

A two-phase approach, data collection and analysis of one type of evidence (eg, qualitative), occurs after and is informed by the collection and analysis of the other type (eg, quantitative). Usually addresses an overall question with subquestions with both syntheses complementing each other.

The three case studies ( table 1 , online supplementary files 1–3 ) illustrate the diverse combination of review designs and synthesis methods that were considered the most appropriate for specific guidelines.

Methods for conducting mixed-method reviews in the context of guidelines for complex interventions

In this section, we draw on examples where specific review designs and methods have been or can be used to explore selected aspects of complexity in guidelines or systematic reviews. We also identify other review methods that could potentially be used to explore aspects of complexity. Of particular note, we could not find any specific examples of systematic methods to synthesise highly diverse research designs as advocated by Petticrew et al 17 and summarised in tables 2 and 3 . For example, we could not find examples of methods to synthesise qualitative studies, case studies, quantitative longitudinal data, possibly historical data, effectiveness studies providing evidence of differential effects across different contexts, and system modelling studies (eg, agent-based modelling) to explore system adaptivity.

There are different ways that quantitative and qualitative evidence can be integrated into a review and then into a guideline development process. In practice, some methods enable integration of different types of evidence in a single synthesis, while in other methods, the single systematic review may include a series of stand-alone reviews or syntheses that are then combined in a cross-study synthesis. Table 1 provides an overview of the characteristics of different review designs and methods and guidance on their applicability for a guideline process. Designs and methods that have already been used in WHO guideline development are described in part A of the table. Part B outlines a design and method that can be used in a guideline process, and part C covers those that have the potential to integrate quantitative, qualitative and mixed-method evidence in a single review design (such as meta-narrative reviews and Bayesian syntheses), but their application in a guideline context has yet to be demonstrated.

Points of integration when integrating quantitative and qualitative evidence in guideline development

Depending on the review design (see boxes 3 and 4 ), integration can potentially take place at a review team and design level, and more commonly at several key points of the review or guideline process. The following sections outline potential points of integration and associated practical considerations when integrating quantitative and qualitative evidence in guideline development.

Review team level

In a guideline process, it is common for syntheses of quantitative and qualitative evidence to be done separately by different teams and then to integrate the evidence. A practical consideration relates to the organisation, composition and expertise of the review teams and ways of working. If the quantitative and qualitative reviews are being conducted separately and then brought together by the same team members, who are equally comfortable operating within both paradigms, then a consistent approach across both paradigms becomes possible. If, however, a team is being split between the quantitative and qualitative reviews, then the strengths of specialisation can be harnessed, for example, in quality assessment or synthesis. Optimally, at least one, if not more, of the team members should be involved in both quantitative and qualitative reviews to offer the possibility of making connexions throughout the review and not simply at re-agreed junctures. This mirrors O’Cathain’s conclusion that mixed-methods primary research tends to work only when there is a principal investigator who values and is able to oversee integration. 9 10 While the above decisions have been articulated in the context of two types of evidence, variously quantitative and qualitative, they equally apply when considering how to handle studies reporting a mixed-method study design, where data are usually disaggregated into quantitative and qualitative for the purposes of synthesis (see case study 3—risk communication in humanitarian disasters).

Question formulation

Clearly specified key question(s), derived from a scoping or consultation exercise, will make it clear if quantitative and qualitative evidence is required in a guideline development process and which aspects will be addressed by which types of evidence. For the remaining stages of the process, as documented below, a review team faces challenges as to whether to handle each type of evidence separately, regardless of whether sequentially or in parallel, with a view to joining the two products on completion or to attempt integration throughout the review process. In each case, the underlying choice is of efficiencies and potential comparability vs sensitivity to the underlying paradigm.

Once key questions are clearly defined, the guideline development group typically needs to consider whether to conduct a single sensitive search to address all potential subtopics (lumping) or whether to conduct specific searches for each subtopic (splitting). 36 A related consideration is whether to search separately for qualitative, quantitative and mixed-method evidence ‘streams’ or whether to conduct a single search and then identify specific study types at the subsequent sifting stage. These two considerations often mean a trade-off between a single search process involving very large numbers of records or a more protracted search process retrieving smaller numbers of records. Both approaches have advantages and choice may depend on the respective availability of resources for searching and sifting.

Screening and selecting studies

Closely related to decisions around searching are considerations relating to screening and selecting studies for inclusion in a systematic review. An important consideration here is whether the review team will screen records for all review types, regardless of their subsequent involvement (‘altruistic sifting’), or specialise in screening for the study type with which they are most familiar. The risk of missing relevant reports might be minimised by whole team screening for empirical reports in the first instance and then coding them for a specific quantitative, qualitative or mixed-methods report at a subsequent stage.

Assessment of methodological limitations in primary studies

Within a guideline process, review teams may be more limited in their choice of instruments to assess methodological limitations of primary studies as there are mandatory requirements to use the Cochrane risk of bias tool 37 to feed into Grading of Recommendations Assessment, Development and Evaluation (GRADE) 38 or to select from a small pool of qualitative appraisal instruments in order to apply GRADE; Confidence in the Evidence from Reviews of Qualitative Research (GRADE-CERQual) 39 to assess the overall certainty or confidence in findings. The Cochrane Qualitative and Implementation Methods Group has recently issued guidance on the selection of appraisal instruments and core assessment criteria. 40 The Mixed-Methods Appraisal Tool, which is currently undergoing further development, offers a single quality assessment instrument for quantitative, qualitative and mixed-methods studies. 41 Other options include using corresponding instruments from within the same ‘stable’, for example, using different Critical Appraisal Skills Programme instruments. 42 While using instruments developed by the same team or organisation may achieve a degree of epistemological consonance, benefits may come more from consistency of approach and reporting rather than from a shared view of quality. Alternatively, a more paradigm-sensitive approach would involve selecting the best instrument for each respective review while deferring challenges from later heterogeneity of reporting.

Data extraction

The way in which data and evidence are extracted from primary research studies for review will be influenced by the type of integrated synthesis being undertaken and the review purpose. Initially, decisions need to be made regarding the nature and type of data and evidence that are to be extracted from the included studies. Method-specific reporting guidelines 43 44 provide a good template as to what quantitative and qualitative data it is potentially possible to extract from different types of method-specific study reports, although in practice reporting quality varies. Online supplementary file 5 provides a hypothetical example of the different types of studies from which quantitative and qualitative evidence could potentially be extracted for synthesis.

The decisions around what data or evidence to extract will be guided by how ‘integrated’ the mixed-method review will be. For those reviews where the quantitative and qualitative findings of studies are synthesised separately and integrated at the point of findings (eg, segregated or contingent approaches or sequential synthesis design), separate data extraction approaches will likely be used.

Where integration occurs during the process of the review (eg, integrated approach or convergent synthesis design), an integrated approach to data extraction may be considered, depending on the purpose of the review. This may involve the use of a data extraction framework, the choice of which needs to be congruent with the approach to synthesis chosen for the review. 40 45 The integrative or theoretical framework may be decided on a priori if a pre-developed theoretical or conceptual framework is available in the literature. 27 The development of a framework may alternatively arise from the reading of the included studies, in relation to the purpose of the review, early in the process. The Cochrane Qualitative and Implementation Methods Group provide further guidance on extraction of qualitative data, including use of software. 40

Synthesis and integration

Relatively few synthesis methods start off being integrated from the beginning, and these methods have generally been subject to less testing and evaluation particularly in a guideline context (see table 1 ). A review design that started off being integrated from the beginning may be suitable for some guideline contexts (such as in case study 3—risk communication in humanitarian disasters—where there was little evidence of effect), but in general if there are sufficient trials then a separate systematic review and meta-analysis will be required for a guideline. Other papers in this series offer guidance on methods for synthesising quantitative 46 and qualitative evidence 14 in reviews that take a complexity perspective. Further guidance on integrating quantitative and qualitative evidence in a systematic review is provided by the Cochrane Qualitative and Implementation Methods Group. 19 27 29 40 47

Types of findings produced by specific methods

It is highly likely (unless there are well-designed process evaluations) that the primary studies may not themselves seek to address the complexity-related questions required for a guideline process. In which case, review authors will need to configure the available evidence and transform the evidence through the synthesis process to produce explanations, propositions and hypotheses (ie, findings) that were not obvious at primary study level. It is important that guideline commissioners, developers and review authors are aware that specific methods are intended to produce a type of finding with a specific purpose (such as developing new theory in the case of meta-ethnography). 48 Case study 1 (antenatal care guideline) provides an example of how a meta-ethnography was used to develop a new theory as an end product, 48 49 as well as framework synthesis which produced descriptive and explanatory findings that were more easily incorporated into the guideline process. 27 The definitions ( box 5 ) may be helpful when defining the different types of findings.

Different levels of findings

Descriptive findings —qualitative evidence-driven translated descriptive themes that do not move beyond the primary studies.

Explanatory findings —may either be at a descriptive or theoretical level. At the descriptive level, qualitative evidence is used to explain phenomena observed in quantitative results, such as why implementation failed in specific circumstances. At the theoretical level, the transformed and interpreted findings that go beyond the primary studies can be used to explain the descriptive findings. The latter description is generally the accepted definition in the wider qualitative community.

Hypothetical or theoretical finding —qualitative evidence-driven transformed themes (or lines of argument) that go beyond the primary studies. Although similar, Thomas and Harden 56 make a distinction in the purposes between two types of theoretical findings: analytical themes and the product of meta-ethnographies, third-order interpretations. 48

Analytical themes are a product of interrogating descriptive themes by placing the synthesis within an external theoretical framework (such as the review question and subquestions) and are considered more appropriate when a specific review question is being addressed (eg, in a guideline or to inform policy). 56

Third-order interpretations come from translating studies into one another while preserving the original context and are more appropriate when a body of literature is being explored in and of itself with broader or emergent review questions. 48

Bringing mixed-method evidence together in evidence to decision (EtD) frameworks

A critical element of guideline development is the formulation of recommendations by the Guideline Development Group, and EtD frameworks help to facilitate this process. 16 The EtD framework can also be used as a mechanism to integrate and display quantitative and qualitative evidence and findings mapped against the EtD framework domains with hyperlinks to more detailed evidence summaries from contributing reviews (see table 1 ). It is commonly the EtD framework that enables the findings of the separate quantitative and qualitative reviews to be brought together in a guideline process. Specific challenges when populating the DECIDE evidence to decision framework 15 were noted in case study 3 (risk communication in humanitarian disasters) as there was an absence of intervention effect data and the interventions to communicate public health risks were context specific and varied. These problems would not, however, have been addressed by substitution of the DECIDE framework with the new INTEGRATE 16 evidence to decision framework. A d ifferent type of EtD framework needs to be developed for reviews that do not include sufficient evidence of intervention effect.

Mixed-method review and synthesis methods are generally the least developed of all systematic review methods. It is acknowledged that methods for combining quantitative and qualitative evidence are generally poorly articulated. 29 50 There are however some fairly well-established methods for using qualitative evidence to explore aspects of complexity (such as contextual, implementation and outcome complexity), which can be combined with evidence of effect (see sections A and B of table 1 ). 14 There are good examples of systematic reviews that use these methods to combine quantitative and qualitative evidence, and examples of guideline recommendations that were informed by evidence from both quantitative and qualitative reviews (eg, case studies 1–3). With the exception of case study 3 (risk communication), the quantitative and qualitative reviews for these specific guidelines have been conducted separately, and the findings subsequently brought together in an EtD framework to inform recommendations.

Other mixed-method review designs have potential to contribute to understanding of complex interventions and to explore aspects of wider health systems complexity but have not been sufficiently developed and tested for this specific purpose, or used in a guideline process (section C of table 1 ). Some methods such as meta-narrative reviews also explore different questions to those usually asked in a guideline process. Methods for processing (eg, quality appraisal) and synthesising the highly diverse evidence suggested in tables 2 and 3 that are required to explore specific aspects of health systems complexity (such as system adaptivity) and to populate some sections of the INTEGRATE EtD framework remain underdeveloped or in need of development.

In addition to the required methodological development mentioned above, there is no GRADE approach 38 for assessing confidence in findings developed from combined quantitative and qualitative evidence. Another paper in this series outlines how to deal with complexity and grading different types of quantitative evidence, 51 and the GRADE CERQual approach for qualitative findings is described elsewhere, 39 but both these approaches are applied to method-specific and not mixed-method findings. An unofficial adaptation of GRADE was used in the risk communication guideline that reported mixed-method findings. Nor is there a reporting guideline for mixed-method reviews, 47 and for now reports will need to conform to the relevant reporting requirements of the respective method-specific guideline. There is a need to further adapt and test DECIDE, 15 WHO-INTEGRATE 16 and other types of evidence to decision frameworks to accommodate evidence from mixed-method syntheses which do not set out to determine the statistical effects of interventions and in circumstances where there are no trials.

When conducting quantitative and qualitative reviews that will subsequently be combined, there are specific considerations for managing and integrating the different types of evidence throughout the review process. We have summarised different options for combining qualitative and quantitative evidence in mixed-method syntheses that guideline developers and systematic reviewers can choose from, as well as outlining the opportunities to integrate evidence at different stages of the review and guideline development process.

Review commissioners, authors and guideline developers generally have less experience of combining qualitative and evidence in mixed-methods reviews. In particular, there is a relatively small group of reviewers who are skilled at undertaking fully integrated mixed-method reviews. Commissioning additional qualitative and mixed-method reviews creates an additional cost. Large complex mixed-method reviews generally take more time to complete. Careful consideration needs to be given as to which guidelines would benefit most from additional qualitative and mixed-method syntheses. More training is required to develop capacity and there is a need to develop processes for preparing the guideline panel to consider and use mixed-method evidence in their decision-making.

This paper has presented how qualitative and quantitative evidence, combined in mixed-method reviews, can help understand aspects of complex interventions and the systems within which they are implemented. There are further opportunities to use these methods, and to further develop the methods, to look more widely at additional aspects of complexity. There is a range of review designs and synthesis methods to choose from depending on the question being asked or the questions that may emerge during the conduct of the synthesis. Additional methods need to be developed (or existing methods further adapted) in order to synthesise the full range of diverse evidence that is desirable to explore the complexity-related questions when complex interventions are implemented into health systems. We encourage review commissioners and authors, and guideline developers to consider using mixed-methods reviews and synthesis in guidelines and to report on their usefulness in the guideline development process.

Handling editor: Soumyadeep Bhaumik

Contributors: JN, AB, GM, KF, ÖT and ES drafted the manuscript. All authors contributed to paper development and writing and agreed the final manuscript. Anayda Portela and Susan Norris from WHO managed the series. Helen Smith was series Editor. We thank all those who provided feedback on various iterations.

Funding: Funding provided by the World Health Organization Department of Maternal, Newborn, Child and Adolescent Health through grants received from the United States Agency for International Development and the Norwegian Agency for Development Cooperation.

Disclaimer: ÖT is a staff member of WHO. The author alone is responsible for the views expressed in this publication and they do not necessarily represent the decisions or policies of WHO.

Competing interests: No financial interests declared. JN, AB and ÖT have an intellectual interest in GRADE CERQual; and JN has an intellectual interest in the iCAT_SR tool.

Patient consent: Not required.

Provenance and peer review: Not commissioned; externally peer reviewed.

Data sharing statement: No additional data are available.

Supplemental material: This content has been supplied by the author(s). It has not been vetted by BMJ Publishing Group Limited (BMJ) and may not have been peer-reviewed. Any opinions or recommendations discussed are solely those of the author(s) and are not endorsed by BMJ. BMJ disclaims all liability and responsibility arising from any reliance placed on the content. Where the content includes any translated material, BMJ does not warrant the accuracy and reliability of the translations (including but not limited to local regulations, clinical guidelines, terminology, drug names and drug dosages), and is not responsible for any error and/or omissions arising from translation and adaptation or otherwise.

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Example of a Quantitative Research Paper for Students & Researchers

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This example of a quantitative research paper is designed to help students and other r esearchers who are learning how to write about their work. The reported research obs erves the behaviour of restaurant customers, and example paragraphs are combined with instructions for logical argumentation. Authors are encouraged to observe a traditional structure for organising quantitative research papers, to formulate research que stions, working hypotheses and investigative tools, to report results accurately and thor oughly, and to present thoughtful interpretation and logical discussion of evidence.

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Important Research Papers for Quants

A list of foundational research papers that every aspiring and practicing quant should read., why research papers.

Unlike many other disciplines within the umbrella of finance, quantitative finance tends to be very academic in nature . This means that a majority of the modern techniques and practices used within this field have arisen from innovations in research labs at universities and other academic institutions. Therefore, reading research papers that have been published by the premier quantitative finance universities is a worthwhile pursuit.

If you're just interested in finding out the most recent quant research papers that have been published you can find a great list of them on arxiv or srrn . However, if you're looking for a curated list of some of the most important quant finance research papers to start, that's what we'll cover in this article. We'll share the most seminal papers in the field, including those that introduced the French Fama model all the way to the Black Scholes model.

Paper #1 - What Happened To The Quants in August 2007?

This paper covers the remarkable events that unfolded during the week of August 6th that shook up the hedge fund industry. During this week, many quantitative hedge funds experienced unprecedented losses, which could be attributed to their use of long/short equity strategies (the use of short-selling). During this week, there was hypothesized to be a sudden liquidation of a series of quantitative portfolios which in return caused increased pressure on the long/short strategies. Further research of this event revealed that systemic risk associated with the quant industry may be increasing over recent years.

Paper #2 - The Cross-Section of Expected Stock Returns

In this paper, Fama reveals how leveraging size and book-to-market equity can capture the cross-sectional variation in average stock returns. This is demonstrated through the use of multiple linear regressions, which highlight that stock risks are multidimensional. The significance of this is that it can be leveraged by investors to understand how varying characteristics can be used to estimate a stock's expected return.

Paper #3 - A Five-Factor Asset Pricing Model

In this paper, Fama reveals a new financial model that aims to be an improvement on the three-factor model introduced in 1993. This model aims to capture size, value, quality, profitability, and investment patterns in average stock returns . The overall model not only better explains stock return but also decreases the unexplained variance of the predictions. While the model is an improvement over its predecessor, its minor flaw is that it fails to capture the low average returns on small stocks. Overall, this paper was very important because it gave future quants a framework for approaching average return modeling.

Paper #4 - The Statistics of Sharpe Ratios

The Sharpe ratio is a popular metric used to evaluate the performance of a portfolio. In essence, the Sharpe ratio compares the return on investment with its underlying risk. In this paper, Lo analyzes the statistical distribution of Sharpe ratios to see whether they are being measured accurately. In doing so, Lo finds that the annual Sharpe ratio for a hedge fund can be overstated by as much as 65 percent because of autocorrelation with monthly returns. Furthermore, adjusting the calculation of the Sharpe ratio can significantly alter the rankings of various portfolio strategies.

Paper #5 - Optimal Execution of Portfolio Transactions

This paper showcases one of the preliminary attempts at portfolio optimization . In it, Almgren and Chriss highlight the execution of portfolio transactions that aim to minimize volatility risk and transaction costs that arise from market impact. Portfolio transactions refer to transactions that move a portfolio from a given state to a new state over a defined period of time. This strategy is also commonly associated with minimizing Value at Risk (VAR) and maximizing the expected revenue of trading.

Paper #6 - The Pricing of Options and Corporate Liabilities

This paper first introduced the famous Black-Scholes model - a mathematical model for estimating the underlying price of an option based on other investment instruments and factors. The idea for this model comes from the observation that if options are being correctly priced, it should not be possible for long/short positions to be profitable. The model takes in five inputs: strike price, current stock price, time to expiration, risk-free rate, and volatility.

Paper #7 - Drift‐Independent Volatility Estimation Based on High, Low, Open, and Close Prices

This paper introduced the GARCH model - a volatility estimator that factors in periods of high, low, open, and close prices in historical time series. One of the great aspects of this model is that it allows the user to factor in more real-world context when predicting the expected return for a financial instrument. Not only has this model been demonstrated to improve the accuracy of predictions in comparison to classical estimators, but has also been shown to have the smallest variance in its predictions.

Thanks for reading this article! You can check out our blog for more articles on quantitative finance topics. Also, if you're currently looking for jobs in quantitative finance make sure to check out OpenQuant .

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Writing a Research Paper Introduction | Step-by-Step Guide

Published on September 24, 2022 by Jack Caulfield . Revised on March 27, 2023.

Writing a Research Paper Introduction

The introduction to a research paper is where you set up your topic and approach for the reader. It has several key goals:

  • Present your topic and get the reader interested
  • Provide background or summarize existing research
  • Position your own approach
  • Detail your specific research problem and problem statement
  • Give an overview of the paper’s structure

The introduction looks slightly different depending on whether your paper presents the results of original empirical research or constructs an argument by engaging with a variety of sources.

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Table of contents

Step 1: introduce your topic, step 2: describe the background, step 3: establish your research problem, step 4: specify your objective(s), step 5: map out your paper, research paper introduction examples, frequently asked questions about the research paper introduction.

The first job of the introduction is to tell the reader what your topic is and why it’s interesting or important. This is generally accomplished with a strong opening hook.

The hook is a striking opening sentence that clearly conveys the relevance of your topic. Think of an interesting fact or statistic, a strong statement, a question, or a brief anecdote that will get the reader wondering about your topic.

For example, the following could be an effective hook for an argumentative paper about the environmental impact of cattle farming:

A more empirical paper investigating the relationship of Instagram use with body image issues in adolescent girls might use the following hook:

Don’t feel that your hook necessarily has to be deeply impressive or creative. Clarity and relevance are still more important than catchiness. The key thing is to guide the reader into your topic and situate your ideas.

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quantitative research academic paper

This part of the introduction differs depending on what approach your paper is taking.

In a more argumentative paper, you’ll explore some general background here. In a more empirical paper, this is the place to review previous research and establish how yours fits in.

Argumentative paper: Background information

After you’ve caught your reader’s attention, specify a bit more, providing context and narrowing down your topic.

Provide only the most relevant background information. The introduction isn’t the place to get too in-depth; if more background is essential to your paper, it can appear in the body .

Empirical paper: Describing previous research

For a paper describing original research, you’ll instead provide an overview of the most relevant research that has already been conducted. This is a sort of miniature literature review —a sketch of the current state of research into your topic, boiled down to a few sentences.

This should be informed by genuine engagement with the literature. Your search can be less extensive than in a full literature review, but a clear sense of the relevant research is crucial to inform your own work.

Begin by establishing the kinds of research that have been done, and end with limitations or gaps in the research that you intend to respond to.

The next step is to clarify how your own research fits in and what problem it addresses.

Argumentative paper: Emphasize importance

In an argumentative research paper, you can simply state the problem you intend to discuss, and what is original or important about your argument.

Empirical paper: Relate to the literature

In an empirical research paper, try to lead into the problem on the basis of your discussion of the literature. Think in terms of these questions:

  • What research gap is your work intended to fill?
  • What limitations in previous work does it address?
  • What contribution to knowledge does it make?

You can make the connection between your problem and the existing research using phrases like the following.

Although has been studied in detail, insufficient attention has been paid to . You will address a previously overlooked aspect of your topic.
The implications of study deserve to be explored further. You will build on something suggested by a previous study, exploring it in greater depth.
It is generally assumed that . However, this paper suggests that … You will depart from the consensus on your topic, establishing a new position.

Now you’ll get into the specifics of what you intend to find out or express in your research paper.

The way you frame your research objectives varies. An argumentative paper presents a thesis statement, while an empirical paper generally poses a research question (sometimes with a hypothesis as to the answer).

Argumentative paper: Thesis statement

The thesis statement expresses the position that the rest of the paper will present evidence and arguments for. It can be presented in one or two sentences, and should state your position clearly and directly, without providing specific arguments for it at this point.

Empirical paper: Research question and hypothesis

The research question is the question you want to answer in an empirical research paper.

Present your research question clearly and directly, with a minimum of discussion at this point. The rest of the paper will be taken up with discussing and investigating this question; here you just need to express it.

A research question can be framed either directly or indirectly.

  • This study set out to answer the following question: What effects does daily use of Instagram have on the prevalence of body image issues among adolescent girls?
  • We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls.

If your research involved testing hypotheses , these should be stated along with your research question. They are usually presented in the past tense, since the hypothesis will already have been tested by the time you are writing up your paper.

For example, the following hypothesis might respond to the research question above:

Prevent plagiarism. Run a free check.

The final part of the introduction is often dedicated to a brief overview of the rest of the paper.

In a paper structured using the standard scientific “introduction, methods, results, discussion” format, this isn’t always necessary. But if your paper is structured in a less predictable way, it’s important to describe the shape of it for the reader.

If included, the overview should be concise, direct, and written in the present tense.

  • This paper will first discuss several examples of survey-based research into adolescent social media use, then will go on to …
  • This paper first discusses several examples of survey-based research into adolescent social media use, then goes on to …

Full examples of research paper introductions are shown in the tabs below: one for an argumentative paper, the other for an empirical paper.

  • Argumentative paper
  • Empirical paper

Are cows responsible for climate change? A recent study (RIVM, 2019) shows that cattle farmers account for two thirds of agricultural nitrogen emissions in the Netherlands. These emissions result from nitrogen in manure, which can degrade into ammonia and enter the atmosphere. The study’s calculations show that agriculture is the main source of nitrogen pollution, accounting for 46% of the country’s total emissions. By comparison, road traffic and households are responsible for 6.1% each, the industrial sector for 1%. While efforts are being made to mitigate these emissions, policymakers are reluctant to reckon with the scale of the problem. The approach presented here is a radical one, but commensurate with the issue. This paper argues that the Dutch government must stimulate and subsidize livestock farmers, especially cattle farmers, to transition to sustainable vegetable farming. It first establishes the inadequacy of current mitigation measures, then discusses the various advantages of the results proposed, and finally addresses potential objections to the plan on economic grounds.

The rise of social media has been accompanied by a sharp increase in the prevalence of body image issues among women and girls. This correlation has received significant academic attention: Various empirical studies have been conducted into Facebook usage among adolescent girls (Tiggermann & Slater, 2013; Meier & Gray, 2014). These studies have consistently found that the visual and interactive aspects of the platform have the greatest influence on body image issues. Despite this, highly visual social media (HVSM) such as Instagram have yet to be robustly researched. This paper sets out to address this research gap. We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls. It was hypothesized that daily Instagram use would be associated with an increase in body image concerns and a decrease in self-esteem ratings.

The introduction of a research paper includes several key elements:

  • A hook to catch the reader’s interest
  • Relevant background on the topic
  • Details of your research problem

and your problem statement

  • A thesis statement or research question
  • Sometimes an overview of the paper

Don’t feel that you have to write the introduction first. The introduction is often one of the last parts of the research paper you’ll write, along with the conclusion.

This is because it can be easier to introduce your paper once you’ve already written the body ; you may not have the clearest idea of your arguments until you’ve written them, and things can change during the writing process .

The way you present your research problem in your introduction varies depending on the nature of your research paper . A research paper that presents a sustained argument will usually encapsulate this argument in a thesis statement .

A research paper designed to present the results of empirical research tends to present a research question that it seeks to answer. It may also include a hypothesis —a prediction that will be confirmed or disproved by your research.

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Quantitative Methods in Research Evaluation Citation Indicators, Altmetrics, and Artificial Intelligence

  • Thelwall, Mike

This book critically analyses the value of citation data, altmetrics, and artificial intelligence to support the research evaluation of articles, scholars, departments, universities, countries, and funders. It introduces and discusses indicators that can support research evaluation and analyses their strengths and weaknesses as well as the generic strengths and weaknesses of the use of indicators for research assessment. The book includes evidence of the comparative value of citations and altmetrics in all broad academic fields primarily through comparisons against article level human expert judgements from the UK Research Excellence Framework 2021. It also discusses the potential applications of traditional artificial intelligence and large language models for research evaluation, with large scale evidence for the former. The book concludes that citation data can be informative and helpful in some research fields for some research evaluation purposes but that indicators are never accurate enough to be described as research quality measures. It also argues that AI may be helpful in limited circumstances for some types of research evaluation.

  • Computer Science - Digital Libraries

Sacred Heart University Library

Organizing Academic Research Papers: Quantitative Methods

  • Purpose of Guide
  • Design Flaws to Avoid
  • Glossary of Research Terms
  • Narrowing a Topic Idea
  • Broadening a Topic Idea
  • Extending the Timeliness of a Topic Idea
  • Academic Writing Style
  • Choosing a Title
  • Making an Outline
  • Paragraph Development
  • Executive Summary
  • Background Information
  • The Research Problem/Question
  • Theoretical Framework
  • Citation Tracking
  • Content Alert Services
  • Evaluating Sources
  • Primary Sources
  • Secondary Sources
  • Tertiary Sources
  • What Is Scholarly vs. Popular?
  • Qualitative Methods
  • Quantitative Methods
  • Using Non-Textual Elements
  • Limitations of the Study
  • Common Grammar Mistakes
  • Avoiding Plagiarism
  • Footnotes or Endnotes?
  • Further Readings
  • Annotated Bibliography
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • How to Manage Group Projects
  • Multiple Book Review Essay
  • Reviewing Collected Essays
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Research Proposal
  • Acknowledgements

Quantitative methods emphasise on objective measurements and numerical analysis of data collected through polls, questionnaires or surveys. Quantitative research focuses on gathering numerical data and generalizing it across groups of people.

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010.

Characteristics of Quantitative Research

In quantitative research, your goal is to determine the relationship between one thing (an independent variable) and another (a dependent or outcome variable) in a population. Quantitative research designs are either descriptive (subjects usually measured once) or experimental (subjects measured before and after a treatment). A descriptive study establishes only associations between variables. An experiment establishes causality.

Quantitative research deals in numbers, logic and the objective, focusing on logic, numbers, and unchanging static data and detailed, convergent reasoning rather than divergent reasoning.

Its main characteristics are :

  • The data is usually gathered using more structured research instruments.
  • The results are based on larger sample sizes that are representative of the population.
  • The research study can usually be replicated or repeated, given its high reliability.
  • Researcher has a clearly defined research question to which objective answers are sought.
  • All aspects of the study are carefully designed before data is collected.
  • Data are in the form of numbers and statistics.
  • Project can be used to generalize concepts more widely, predict future results, or investigate causal relationships.
  • Researcher uses tools, such as questionnaires or equipment to collect numerical data.

The overarching aim of a quantitative research study is to classify features, count them, and construct statistical models in an attempt to explain what is observed.

Things to keep in mind when reporting the results of a study using quantitative methods :

  • Explain the data collected and their statistical treatment as well as all relevant results in relation to the research problem you are investigating. Interpretation of results is not appropriate in this section.
  • Report unanticipated events that occurred during your data collection. Explain how the actual analysis differs from the planned analysis. Explain your handling of missing data.
  • Explain the techniques you used to "clean" your data set.
  • Choose a minimally sufficient statistical procedure ; provide a rationale for its use and a reference for it. Specify any computer programs used.
  • Describe the assumptions for each procedure and the steps you took to ensure that they were not violated.
  • When using inferential statistics , provide the descriptive statistics, confidence intervals, and sample sizes for each variable as well as the value of the test statistic, its direction, the degrees of freedom, and the significance level (report the actual p value).
  • Avoid inferring causality , particularly in nonrandomized designs or without further experimentation.
  • Use tables to provide exact values ; use figures to convey global effects. Keep figures small in size; include graphic representations of confidence intervals whenever possible.
  • Always tell the reader what to look for in tables and figures .

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010; Brians, Craig Leonard et al. Empirical Political Analysis: Quantitative and Qualitative Research Methods . 8th ed. Boston, MA: Longman, 2011; McNabb, David E. Research Methods in Public Administration and Nonprofit Management: Quantitative and Qualitative Approaches . 2nd ed. Armonk, NY: M.E. Sharpe, 2008; Quantitative Research Methods . Writing@CSU. Colorado State University; Singh, Kultar. Quantitative Social Research Methods . Los Angeles, CA: Sage, 2007.

Basic Research Design for Quantitative Studies

Before designing a quantitative research study, you must decide whether it will be descriptive or experimental because this will dictate how you gather, analyze, and interpret the results. A descriptive study is governed by the following rules: subjects are generally measured once; the intention is to only establish associations between variables; and, the study may include a sample population of hundreds or thousands of subjects to ensure that a valid estimate of a generalized relationship between variables has been obtained. An experimental design includes subjects measured before and after a particular treatment, the sample population may be very small and purposefully chosen, and it is intended to establish causality between variables. Introduction The introduction to a quantitative study is usually written from the third person point of view and covers the following information:

  • Identify the research problem -- as with any academic study, you must state clearly and concisely the research problem being investigated.
  • Review the literature -- review scholarship on the topic, synthesizing key themes and, if necessary, noting studies that have used similar methods of inquiry and analysis. Note where key gaps exist and how your study helps to fill those gaps.
  • Describe the theoretical framework -- provide an outline of the theory or hypothesis underpinning your study. If necessary, define unfamiliar or complex terms, concepts, or ideas and provide background information to place the research problem in proper context [e.g., historical, cultural, economic, etc.].

Methodology The methods section of a quantitative study should describe how each objective of your study  will be achieved. Be sure to provide enough detail to enable that the reader can make an informed assessment of the method being used to obtain results associated with the research problem.

  • Study population and sampling -- where did the data come from; how robust is it; note where gaps exist or what was excluded. Note the procedures used for their selection;
  • Data collection – describe the tools and methods used to collect information and identify the variables being measured; Describe the methods used to obtain the data; Note if the data was pre-existing [i.e., government data] or you gathered it yourself. If you gathered it, describe what type of instrument you used and why. Note that no data set is perfect--describe any limitations in methodology.
  • Data analysis -- describe the procedures for processing and analyzing the data. If appropriate, describe the specific instruments of analysis used to study each research objective.

Results The finding of your study should be written objectively and in a succinct and precise format. In quantitative studies, it is common to use graphs, tables, charts and other non-textual elements to help the reader understand the data. Make sure that non-textual elements do not stand in isolation from the text but are used to supplement the overall description of the results and to help clarify key points being made. Further information about how to effectively present data using charts and graphs can be found here .

  • Statistical analysis -- how did you analyze the data? What were the key findings from the data? The findings should be present in a logical, sequential order. Describe but do not interpret these trends or negative results; save that for the discussion section. The results should be presented in the past tense.

Discussion Discussions should be analytic, logical and comprehensive. The discussion should meld together your findings in relation to those identified in the literature review, and placed within the context of the theoretical framework underpinning the study.

  • Interpretation of results -- reiterate the research problem being investigated and compare and contrast the findings with the research questions underlying the study. Did they affirm predicted outcomes or did the data refute it?
  • Description of trends, comparison of groups, or relationships among variables -- describe any trends that emerged from your analysis and highlight all unanticipated and statistical insignificant findings.
  • Discussion of implications – what is the meaning of your results? Highlight key findings based on the overall results and note you believe them to be important. How have the results helped fill gaps in understanding the research problem?
  • Limitations -- describe any limitations or unavoidable bias in your study and, if necessary, note why these limitations did not inhibit effective interpretation of the results.

Conclusion End your study by to summarizing the topic and provide a final comment and assessment of the study.

  • Summary of findings – synthesize the answers to your research questions. Do not report any statistical data here; just provide a narrative summary of the key findings and describe what learned that you did not know before conducting your study.
  • Recommendations – if appropriate to the aim of the assignment, tie key findings with policy recommendations.
  • Future research – note the need for future research linked to your study’s limitations or to any remaining gaps in the literature that were not addressed.

Black, Thomas R. Doing Quantitative Research in the Social Sciences: An Integrated Approach to Research Design, Measurement and Statistics . London: Sage, 1999; Gay,L. R. and Peter Airasain. Educational Research: Competencies for Analysis and Applications . 7th edition. Upper Saddle River, NJ: Merril Prentice Hall, 2003; Hector, Anestine. An Overview of Quantitative Research in Compostion and TESOL. Department of English, Indiana University of Pennsylvania; Hopkins, Will G. “Quantitative Research Design.” Sportscience 4, 1 (2000); A Strategy for Writing Up Research Results . The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College; Nenty, H. Johnson. "Writing a Quantitative Research Thesis." International Journal of Educational Science 1 (2009): 19-32; Ouyang, Ronghua (John). Basic Inquiry of Quantitative Research. Kennesaw State University.

Strengths of Using Quantitative Methods

Quantitative researchers try to recognize and isolate specific variables contained within the study framework, seek correlation, relationships and causality, and attempt to control the environment in which the data is collected to avoid the risk of variables, other than the one being study, accounting for the relationships identified.

Among the specific strengths of using quantitative methods to study social science research problems:

  • Allows for a broader study, involving a greater number of subjects, and enhancing the generalization of the results;
  • Allows for greater objectivity and accuracy of results. Generally, quantitative methods are designed to provide summaries of data that support generalizations about the phenomenon under study. In order to accomplish this, quantitative research usually involves few variables and many cases, and employs prescribed procedures to ensure validity and reliability;
  • Applying well-established standards means that the research can be replicated, and then analyzed and compared with similar studies;
  • You can summarize vast sources of information and make comparisons across categories and over time; and,
  • Personal bias can be avoided by researchers by keeping a 'distance' from participating subjects and employing subjects unknown to them.

Babbie, Earl R. The Practice of Social Research . 12th ed. Belmont, CA: Wadsworth Cengage, 2010; Brians, Craig Leonard et al. Empirical Political Analysis: Quantitative and Qualitative Research Methods . 8th ed. Boston, MA: Longman, 2011; McNabb, David E. Research Methods in Public Administration and Nonprofit Management: Quantitative and Qualitative Approaches . 2nd ed. Armonk, NY: M.E. Sharpe, 2008; Singh, Kultar. Quantitative Social Research Methods . Los Angeles, CA: Sage, 2007.

Limitations of Using Quantiative Methods

Quantitative methods presume to have an objective approach to studying research problems, where data is controlled and measured, to address the accumulation of facts, and to determine the causes of behavior. As a consequence, the results of quantitative research may be statistically significant but are often humanly insignificant.

Some specific limitations associated with using quantitative methods to study research problems in the social sciences include:

  • Quantitative data is more efficient and able to test hypotheses, but may miss contextual detail;
  • Uses a static and rigid approach and so employs an inflexible process of discovery;
  • The development of standard questions by researchers can lead to "structural bias" and false representation, where the data actually reflects the view of the researcher instead of the participating subject;
  • Results provide less detail on behavior, attitudes, and motivation;
  • Researcher may collect a much narrower and sometimes superficial dataset;
  • Results are limited as they provide numerical descriptions rather than detailed narrative and generally provide less elaborate accounts of human perception;
  • The research is often carried out in an unnatural, artificial environment so that a level of control can be applied to the exercise. This level of control might not normally be in place in the real world thus yielding "laboratory results" as opposed to "real world results"; and,
  • Preset answers will not necessarily reflect how people really feel about a subject and in some cases might just be the closest match to preconceived hypothesis.
  • << Previous: Qualitative Methods
  • Next: 7. The Results >>
  • Last Updated: Jul 18, 2023 11:58 AM
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  • DOI: 10.59365/amsj.2(2).2024.94
  • Corpus ID: 270874213

Exploring Collaborative Practices: A Survey of Library Cooperation within University Networks

  • Bashir Ahmad , Ahsan Ullah , +1 author Muhammad Siddique
  • Published in Administrative and Management… 30 June 2024
  • Administrative and Management Sciences Journal

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Perceived risks of social media in the university libraries of pakistan: an empirical investigation, interlibrary cooperation and resource sharing: fiction or reality, resource sharing in university libraries: a tool for information interchange, borrow direct: a case study of patron-initiated interlibrary borrowing service., resource sharing among agricultural libraries in malaysia, impact of digital technology on library resource sharing: revisiting labelnet in the digital age, related papers.

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Why students choose the european project semester program for academic mobility: a case study at an engineering school.

quantitative research academic paper

1. Introduction

2. materials and methods, 2.1. the european project semester (eps), 2.2. theoretical framework: push–pull factors of international academic mobility, 2.3. research methodology, 3.1. sample, 3.2. survey study, 3.3. focus group study, 4. discussion and conclusions, 4.1. implications for practice, 4.2. limitations and future research, author contributions, institutional review board statement, informed consent statement, data availability statement, acknowledgments, conflicts of interest.

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Click here to enlarge figure

%
18–2139.7
22–2551.3
26–297.7
More than 301.3
Male51.3
Female47.4
Another1.3
%
First cycle (Bachelor or equivalent)75.6
Second cycle (Master or equivalent)24.4
3 months25.6
6 months66.7
Full Bachelor study6.4
Erasmus+88.5
Erasmus Mundus5.1
Other6.4
MeanSD
EU study grants3.621.57
Contribution from parents/family3.381.37
Own income from previous job3.321.24
Study grants/loans from host country2.771.57
Support by home state grant (non-repayable)2.401.64
Support by home state loan (repayable)1.851.38
By working during my studies abroad1.721.23
MeanSD
Country of origin official language4.960.19
English4.260.67
Portuguese1.631.23
MeanSD
Q1—For leisure/fun/travel4.400.79
Q4—Make new friends, create an international social network4.370.87
Q6—Learn a different culture and tradition4.230.84
Q5—Be challenged4.101.01
Q2—Acquire more knowledge and develop skills4.090.91
Q3—Improve foreign language skills4.011.23
Q7—Improve the CV3.811.21
Q8—Have an international career3.711.03
Q9—Seek better job opportunities3.461.20
Q10—Facilitate inclusion in the labour market3.271.04
Q11—Study at a recognised engineering school2.831.33
Q12—Have less workload concluding the course units2.601.13
MeanSD
Personal motivations4.220.98
Professional motivations3.561.12
Academic motivations3.441.05
MeanSD
Q14—Environment (good climate, political and economic environment)3.991.01
Q13—Financial issues (lower travel cost, lower cost of living)3.421.32
Q16—Overall level of knowledge and awareness (available information on country, quality of education)3.351.07
Q17—Personal recommendations (friends and family that have been to the host country)3.101.39
Q15—Geographical proximity (distance from home country)2.501.42
Q18—Social links (friends and family that live in the host country)2.241.51
MeanSD
Q21—International learning environment3.961.10
Q19—Attractive and historical city3.861.07
Q20—Favourable geographical location3.851.07
Q25—The city has a low cost of living3.241.25
Q22—Qualifications of the institution are internationally recognised2.941.21
Q24—The institution has a good reputation2.821.30
Q23—Personal recommendations (friends who studied in the institution)2.121.41
Q1. English is the official language in EPS. How relevant was this fact for your decision to apply?
“It was extremely important.” “…was essential”15
“I would have applied anyway. If it wasn’t in English…it would be a huge challenge.”1
“I only understand basic words in Portuguese….”4
“Portuguese is a very complex language. We wouldn’t learn enough …Portuguese.”1
Q2. Being the EPS entirely in English, are you interested in learning Portuguese?
What are your aims, what is its usefulness for you?
“…for greeting when entering the room. I really love to say, good morning!”18
“It’s useful to communicate in the grocery, to ask for a coffee, it’s nice to ask in Portuguese.”7
“I like understanding the local slang.”3
“learning new languages”4
Q3. What were you expecting or planning to do while in Porto?
“Just be in Porto.” “Definitely, enjoy the city centre.”8
“Friends told me how nice and friendly Portuguese people are.”4
“I wanted to know the country.” “…a nice place with sun…”3
“I didn’t plan…I just wanted to go with the flow”2
4. Which were the skills you expected to improve by attending the EPS Programme?
“Working in team—so…teamwork, cooperation.”18
“Being able to interact with other cultures.”18
“…learn by doing, a practical course, get more than theory…”18
“I was looking forward to developing communication skills in a large team.”16
“acquire programming skills…”2
5. Which were the foreign languages you expected to improve? Portuguese?
“Improve my English-speaking skills.” “Not really, Portuguese.”18
“Learn Portuguese, the basics.”2
“And learn a few words in the other EPS students’ languages, for example. Not the language.”1
6. What exactly do you consider a favourable geographical location to be?
What were the characteristics of the city of Porto and Portugal that influenced your decision?
“Being close to the ocean.” “Good weather with no snow…”18
“A strategic place to travel from, it has an airport with good flight connections.”“…Ryanair…”17
“My girlfriend was also in Porto.” “My boyfriend also…” “Some of my friends…”5
“I’ve heard great things about Porto.”5
“…almost everyone speaks English.”5
“A place where the cost is lower: cheaper to live in, and to travel to.”3
“I had already been in Porto and really wanted to get back.”1
“For me, it’s also the landscapes and architecture.”1
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Sousa, M.; Fontão, E.; Barata, A. Why Students Choose the European Project Semester Program for Academic Mobility: A Case Study at an Engineering School. Educ. Sci. 2024 , 14 , 735. https://doi.org/10.3390/educsci14070735

Sousa M, Fontão E, Barata A. Why Students Choose the European Project Semester Program for Academic Mobility: A Case Study at an Engineering School. Education Sciences . 2024; 14(7):735. https://doi.org/10.3390/educsci14070735

Sousa, Marina, Eunice Fontão, and Ana Barata. 2024. "Why Students Choose the European Project Semester Program for Academic Mobility: A Case Study at an Engineering School" Education Sciences 14, no. 7: 735. https://doi.org/10.3390/educsci14070735

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