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Chapter 5: Qualitative descriptive research

Darshini Ayton

Learning outcomes

Upon completion of this chapter, you should be able to:

  • Identify the key terms and concepts used in qualitative descriptive research.
  • Discuss the advantages and disadvantages of qualitative descriptive research.

What is a qualitative descriptive study?

The key concept of the qualitative descriptive study is description.

Qualitative descriptive studies (also known as ‘exploratory studies’ and ‘qualitative description approaches’) are relatively new in the qualitative research landscape. They emerged predominantly in the field of nursing and midwifery over the past two decades. 1 The design of qualitative descriptive studies evolved as a means to define aspects of qualitative research that did not resemble qualitative research designs to date, despite including elements of those other study designs. 2

Qualitative descriptive studies  describe  phenomena rather than explain them. Phenomenological studies, ethnographic studies and those using grounded theory seek to explain a phenomenon. Qualitative descriptive studies aim to provide a comprehensive summary of events. The approach to this study design is journalistic, with the aim being to answer the questions who, what, where and how. 3

A qualitative descriptive study is an important and appropriate design for research questions that are focused on gaining insights about a poorly understood research area, rather than on a specific phenomenon. Since qualitative descriptive study design seeks to describe rather than explain, explanatory frameworks and theories are not required to explain or ‘ground’ a study and its results. 4 The researcher may decide that a framework or theory adds value to their interpretations, and in that case, it is perfectly acceptable to use them. However, the hallmark of genuine curiosity (naturalistic enquiry) is that the researcher does not know in advance what they will be observing or describing. 4 Because a phenomenon is being described, the qualitative descriptive analysis is more categorical and less conceptual than other methods. Qualitative content analysis is usually the main approach to data analysis in qualitative descriptive studies. 4 This has led to criticism of descriptive research being less sophisticated because less interpretation is required than with other qualitative study designs in which interpretation and explanation are key characteristics (e.g. phenomenology, grounded theory, case studies).

Diverse approaches to data collection can be utilised in qualitative description studies. However, most qualitative descriptive studies use semi-structured interviews (see Chapter 13) because they provide a reliable way to collect data. 3 The technique applied to data analysis is generally categorical and less conceptual when compared to other qualitative research designs (see Section 4). 2,3 Hence, this study design is well suited to research by practitioners, student researchers and policymakers. Its straightforward approach enables these studies to be conducted in shorter timeframes than other study designs. 3 Descriptive studies are common as the qualitative component in mixed-methods research ( see Chapter 11 ) and evaluations ( see Chapter 12 ), 1 because qualitative descriptive studies can provide information to help develop and refine questionnaires or interventions.

For example, in our research to develop a patient-reported outcome measure for people who had undergone a percutaneous coronary intervention (PCI), which is a common cardiac procedure to treat heart disease, we started by conducting a qualitative descriptive study. 5 This project was a large, mixed-methods study funded by a private health insurer. The entire research process needed to be straightforward and achievable within a year, as we had engaged an undergraduate student to undertake the research tasks. The aim of the qualitative component of the mixed-methods study was to identify and explore patients’ perceptions following PCI. We used inductive approaches to collect and analyse the data. The study was guided by the following domains for the development of patient-reported outcomes, according to US Food and Drug Administration (FDA) guidelines, which included:

  • Feeling: How the patient feels physically and psychologically after medical intervention
  • Function: The patient’s mobility and ability to maintain their regular routine
  • Evaluation: The patient’s overall perception of the success or failure of their procedure and their perception of what contributed to it. 5(p458)

We conducted focus groups and interviews, and asked participants three questions related to the FDA outcome domains:

  • From your perspective, what would be considered a successful outcome of the procedure?

Probing questions: Did the procedure meet your expectations? How do you define whether the procedure was successful?

  • How did you feel after the procedure?

Probing question: How did you feel one week after and how does that compare with how you feel now?

  • After your procedure, tell me about your ability to do your daily activities?

Prompt for activities including gardening, housework, personal care, work-related and family-related tasks.

Probing questions: Did you attend cardiac rehabilitation? Can you tell us about your experience of cardiac rehabilitation? What impact has medication had on your recovery?

  • What, if any, lifestyle changes have you made since your procedure? 5(p459)

Data collection was conducted with 32 participants. The themes were mapped to the FDA patient-reported outcome domains, with the results confirming previous research and also highlighting new areas for exploration in the development of a new patient-reported outcome measure. For example, participants reported a lack of confidence following PCI and the importance of patient and doctor communication. Women, in particular, reported that they wanted doctors to recognise how their experiences of cardiac symptoms were different to those of men.

The study described phenomena and resulted in the development of a patient-reported outcome measure that was tested and refined using a discrete-choice experiment survey, 6 a pilot of the measure in the Victorian Cardiac Outcomes Registry and a Rasch analysis to validate the measurement’s properties. 7

Advantages and disadvantages of qualitative descriptive studies

A qualitative descriptive study is an effective design for research by practitioners, policymakers and students, due to their relatively short timeframes and low costs. The researchers can remain close to the data and the events described, and this can enable the process of analysis to be relatively simple. Qualitative descriptive studies are also useful in mixed-methods research studies. Some of the advantages of qualitative descriptive studies have led to criticism of the design approach, due to a lack of engagement with theory and the lack of interpretation and explanation of the data. 2

Table 5.1. Examples of qualitative descriptive studies

Hiller, 2021 Backman, 2019
'To explore the experiences of these young people within the care system, particularly in relation to support-seeking and coping with emotional needs, to better understand feasible and acceptable ways to improve outcomes for these young people.' [abstract]

'To describe patients’ and informal caregivers’ perspectives on how to improve and monitor care during transitions from hospital to home in Ottawa Canada' [abstract]
'1) where do young people in care seek support for emotional difficulties, both in terms of social support and professional services?

(2) what do they view as barriers to seeking help? and

(3) what coping strategies do they use when experiencing emotional difficulties?'
Not stated
Young people in out-of-home care represent an under-researched group. A qualitative descriptive approach enabled exploration of their views, coping and wellbeing to inform approaches to improve formal and informal support. Part of a larger study that aimed to prioritise components that most influence the development of successful interventions in care transition.
Two local authorities in England Canada
Opportunity sampling was used used to invite participants from a large quantitative study to participate in an interview.

Semi-structured interviews with 25 young people.
Semi-structured telephone interviews with 8 participants (2 patients; 6 family members) recruited by convenience sampling.

Interviews ranged from 45–60 minutes were audio recorded.
Reflexive thematic analysis Thematic analysis
Broader experience of being in care

Centrality of social support to wellbeing, and mixed views on professional help

Use of both adaptive and maladaptive day-to-day coping strategies
Need for effective communication between providers and patients or informal caregivers

Need for improving key aspects of the discharge process

Increasing patient and family involvement

Suggestions on how to best monitor care transitions

Qualitative descriptive studies are gaining popularity in health and social care due to their utility, from a resource and time perspective, for research by practitioners, policymakers and researchers. Descriptive studies can be conducted as stand-alone studies or as part of larger, mixed-methods studies.

  • Bradshaw C, Atkinson S, Doody O. Employing a qualitative description approach in health care research. Glob Qual Nurs Res. 2017;4. doi:10.1177/2333393617742282
  • Lambert VA, Lambert CE. Qualitative descriptive research: an acceptable design. Pac Rim Int J Nurs Res Thail. 2012;16(4):255-256. Accessed June 6, 2023. https://he02.tci-thaijo.org/index.php/PRIJNR/article/download/5805/5064
  • Doyle L et al. An overview of the qualitative descriptive design within nursing research. J Res Nurs. 2020;25(5):443-455. doi:10.1177/174498711988023
  • Kim H, Sefcik JS, Bradway C. Characteristics of qualitative descriptive studies: a systematic review. Res Nurs Health. 2017;40(1):23-42. doi:10.1002/nur.21768
  • Ayton DR et al. Exploring patient-reported outcomes following percutaneous coronary intervention: a qualitative study. Health Expect. 2018;21(2):457-465. doi:10.1111/hex.1263
  • Barker AL et al. Symptoms and feelings valued by patients after a percutaneous coronary intervention: a discrete-choice experiment to inform development of a new patient-reported outcome. BMJ Open. 2018;8:e023141. doi:10.1136/bmjopen-2018-023141
  • Soh SE et al. What matters most to patients following percutaneous coronary interventions? a new patient-reported outcome measure developed using Rasch analysis. PLoS One. 2019;14(9):e0222185. doi:10.1371/journal.pone.0222185
  • Hiller RM et al. Coping and support-seeking in out-of-home care: a qualitative study of the views of young people in care in England. BMJ Open. 2021;11:e038461. doi:10.1136/bmjopen-2020-038461
  • Backman C, Cho-Young D. Engaging patients and informal caregivers to improve safety and facilitate person- and family-centered care during transitions from hospital to home – a qualitative descriptive study. Patient Prefer Adherence. 2019;13:617-626. doi:10.2147/PPA.S201054

Qualitative Research – a practical guide for health and social care researchers and practitioners Copyright © 2023 by Darshini Ayton is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Qualitative Descriptive Methods in Health Science Research

Karen jiggins colorafi.

1 College of Nursing & Health Innovation, Arizona State University, Phoenix, AZ, USA

Bronwynne Evans

The purpose of this methodology paper is to describe an approach to qualitative design known as qualitative descriptive that is well suited to junior health sciences researchers because it can be used with a variety of theoretical approaches, sampling techniques, and data collection strategies.

Background:

It is often difficult for junior qualitative researchers to pull together the tools and resources they need to embark on a high-quality qualitative research study and to manage the volumes of data they collect during qualitative studies. This paper seeks to pull together much needed resources and provide an overview of methods.

A step-by-step guide to planning a qualitative descriptive study and analyzing the data is provided, utilizing exemplars from the authors’ research.

This paper presents steps to conducting a qualitative descriptive study under the following headings: describing the qualitative descriptive approach, designing a qualitative descriptive study, steps to data analysis, and ensuring rigor of findings.

Conclusions:

The qualitative descriptive approach results in a summary in everyday, factual language that facilitates understanding of a selected phenomenon across disciplines of health science researchers.

There is an explosion in qualitative methodologies among health science researchers because social problems lend themselves toward thoughtful exploration, such as when issues of interest are complex, have variables or concepts that are not easily measured, or involve listening to populations who have traditionally been silenced ( Creswell, 2013 ). Creswell (2013 , p. 48) suggests qualitative research is preferred when health science researchers seek to (a) share individual stories, (b) write in a literary, flexible style, (c) understand the context or setting of issues, (d) explain mechanisms or linkages in causal theories, (e) develop theories, and (f) when traditional quantitative statistical analyses do not fit the problem at hand. Typically, qualitative textbooks present learners with five approaches for qualitative inquiry: narrative, phenomenological, grounded theory, case study, and ethnography. Yet eminent researcher Margarete Sandelowski argues that in “the now vast qualitative methods literature, there is no comprehensive description of qualitative description as a distinctive method of equal standing with other qualitative methods, although it is one of the most frequently employed methodological approaches in the practice disciplines” ( Sandelowski, 2000 ). Qualitative description is especially amenable to health environments research because it provides factual responses to questions about how people feel about a particular space, what reasons they have for using features of the space, who is using particular services or functions of a space, and the factors that facilitate or hinder use.

The purpose of this methodology article is to define and outline qualitative description for health science researchers, providing a starter guide containing important primary sources for those who wish to become better acquainted with this methodological approach.

Describing the Qualitative Descriptive Approach

In two seminal articles, Sandelowski promotes the mainstream use of qualitative description ( Sandelowski, 2000 , 2010 ) as a well-developed but unacknowledged method which provides a “comprehensive summary of an event in the every day terms of those events” ( Sandelowski, 2000 , p. 336). Such studies are characterized by lower levels of interpretation than are high-inference qualitative approaches such as phenomenology or grounded theory and require a less “conceptual or otherwise highly abstract rendering of data” ( Sandelowski, 2000 , p. 335). Researchers using qualitative description “stay closer to their data and to the surface of words and events” ( Sandelowski, 2000 , p. 336) than many other methodological approaches. Qualitative descriptive studies focus on low-inference description, which increases the likelihood of agreement among multiple researchers. The difference between high and low inference approaches is not one of rigor but refers to the amount of logical reasoning required to move from a data-based premise to a conclusion. Researchers who use qualitative description may choose to use the lens of an associated interpretive theory or conceptual framework to guide their studies, but they are prepared to alter that framework as necessary during the course of the study ( Sandelowski, 2010 ). These theories and frameworks serve as conceptual hooks upon which hang study procedures, analysis, and re-presentation. Findings are presented in straightforward language that clearly describes the phenomena of interest.

Other cardinal features of the qualitative descriptive approach include (a) a broad range of choices for theoretical or philosophical orientations, (b) the use of virtually any purposive sampling technique (e.g., maximum variation, homogenous, typical case, criterion), (c) the use of observations, document review, or minimally to moderately structured interview or focus group questions, (d) content analysis and descriptive statistical analysis as data analysis techniques, and (e) the provision of a descriptive summary of the informational contents of the data organized in a way that best fits the data ( Neergaard, Olesen, Andersen, & Sondergaard, 2009 ; Sandelowski, 2000 , 2001 , 2010 ).

Designing a Qualitative Descriptive Study

Methodology.

Unlike traditional qualitative methodologies such as grounded theory, which are built upon a particular, prescribed constellation of procedures and techniques, qualitative description is grounded in the general principles of naturalistic inquiry. Lincoln and Guba suggest that naturalistic inquiry deals with the concept of truth, whereby truth is “a systematic set of beliefs, together with their accompanying methods” ( Lincoln & Guba, 1985 , p. 16). Using an often eclectic compilation of sampling, data collection, and data analysis techniques, the researcher studies something in its natural state and does not attempt to manipulate or interfere with the ordinary unfolding of events. Taken together, these practices lead to “true understanding” or “ultimate truth.” Table 1 describes design elements in two exemplar qualitative descriptive studies and serves as guide to the following discussion.

Example of Study Design Elements for Two Studies.

Design ElementPatient engagement with the plan of care Mexican American caregivers
TheoryIndividual and family self-management theoryLife course perspective
Sampling strategyMultiple case purposive samplingStratified purposeful sampling
Data collection40 Observations with semistructured interviews/standardized instruments at clinical encounter6 Semistructured interviews/standardized instruments at 10-week intervals for 15 months
Data analysisDirected content analysis, descriptive statisticsConventional content analysis, descriptive and inferential statistics
Data re-presentationIdeas derived from interviews and observations lead to the creation of recommendations, written in the voice of the patient, and presented according to the theoretical frameworkSeveral data cuts and secondary analyses using verbatim data, its relationship with the theoretical framework, and a primarily qualitative format

Theoretical Framework

Theoretical frameworks serve as organizing structures for research design: sampling, data collection, analysis, and interpretation, including coding schemes, and formatting hypothesis for further testing ( Evans, Coon, & Ume, 2011 ; Miles, Huberman, & Saldana, 2014 ; Sandelowski, 2010 ). Such frameworks affect the way in which data are ultimately viewed; qualitative description supports and allows for the use of virtually any theory ( Sandelowski, 2010 ). Creswell’s chapter on “Philosophical Assumptions and Interpretative Frameworks” (2013) is a useful place to gain understanding about how to embed a theory into a study.

Sampling choices place a boundary around the conclusions you can draw from your qualitative study and influence the confidence you and others place in them ( Miles et al., 2014 ). A hallmark of the qualitative descriptive approach is the acceptability of virtually any sampling technique (e.g., maximum variation where you aim to collect as many different cases as possible or homogenous whereby participants are mostly the same). See Miles, Huberman, and Saldana’s (2014 , p. 30) “Bounding the Collection of Data” discussion to select an appropriate and congruent purposive sampling strategy for your qualitative study.

Data Collection

In qualitative descriptive studies, data collection attempts to discover “the who, what and where of events” or experiences ( Sandelowski, 2000 , p.339). This includes, but is not limited to focus groups, individual interviews, observation, and the examination of documents or artifacts.

Data Analysis

Content analysis refers to a technique commonly used in qualitative research to analyze words or phrases in text documents. Hsieh and Shannon (2005) present three types of content analysis, any of which could be used in a qualitative descriptive study. Conventional content analysis is used in studies that aim to describe a phenomenon where exiting research and theory are limited. Data are collected from open-ended questions, read word for word, and then coded. Notes are made and codes are categorized. Directed content analysis is used in studies where existing theory or research exists: it can be used to further describe phenomena that are incomplete or would benefit from further description. Initial codes are created from theory or research and applied to data and unlabeled portions of text are given new codes. Summative content analysis is used to quantify and interpret words in context, exploring their usage. Data sources are typically seminal texts or electronic word searches.

Quantitative data can be included in qualitative descriptive studies if they aim to more adequately or fully describe the participants or phenomenon of interest. Counting is conceptualized as a “means to and end, not the end itself” by Sandelowski (2000 , p. 338) who emphasizes that careful descriptive statistical analysis is an effort to understand the content of data, not simply the means and frequencies, and results in a highly nuanced description of the patterns or regularities of the phenomenon of interest ( Sandelowski, 2000 , 2010 ). The use of validated measures can assist with generating dependable and meaningful findings, especially when the instrument (e.g., survey, questionnaire, or list of questions) used in your study has been used in others, helping to build theory, improve predictions, or make recommendations ( Miles et al., 2014 ).

Data Re-Presentation

In clear and simple terms, the “expected outcome of qualitative descriptive studies is a straight forward descriptive summary of the informational contents of data organized in a way that best fits the data” ( Sandelowski, 2000 , p. 339). Data re-presentation techniques allow for tremendous creativity and variation among researchers and studies. Several good resources are provided to spur imagination ( Miles et al., 2014 ; Munhall & Chenail, 2008 ; Wolcott, 2009 ).

Steps to Data Analysis

It is often difficult for junior health science researchers to know what to do with the volumes of data collected during a qualitative study and formal course work in traditional qualitative methods courses are typically sparse regarding the specifics of data management. It is for those reasons that this section of our article will provide a detailed description of the data analysis techniques used in qualitative descriptive methodology. The following steps are case examples of a study undertaken by one author (K.J.C.) after completing a data management course offered by another author (B.E.). Examples are offered from the two studies noted in Table 1 . It is offered in list format for general readability, but the qualitative researcher should recognize that qualitative analyses are iterative and recursive by nature.

Example of a Coding Manual.

1. Cultural expectation (values, beliefs, and activities seen as normative by members of the culture who learn, share, and transmit this knowledge to others) ^ is a result of ^
1A : Expressing strong support and intergenerational reliance (family is main source of social interaction; transcends SES or gender)We were raised to take care of …. We don’t put them in a nursing home facility. Like a lot of my gringo friends have done that. It’s so sad. I couldn’t live if I did that. It’s not in me. SabanaTI/2, p. 5
Her mother took care of her grandmother, and my mother took care of my grandmother and both took care of her mother, both had some help taking care of my dad when he was sick, and I know that it was inbred in me, not really inbred, but something I saw; you follow suit by example. SalTI, p. 9
1 B : Feeling strong familial and moral obligation to unconditionally help and care for elders who cared for youWhen you were little, your parents changed your diapers. Now that they are older it’s up to you take care of them, Honor Your Father and Mother by taking care of them, now that they need from you because you needed from them when you were growing up. CalandriaT1, p. 10
1C : Acting with saintliness and goodness of Virgin Mary; a sense of nobility and dignity; self-sacrifice, faithfulness, and subordination to husband (father, brothers)My wife fell right in along beside me [for caregiving}, yes. SalTI, p. 8 This is the mother of my husband, and the grandmother of my children. So this is the message that I give. Because it is the saddest thing for a person to become a senior and find themselves forgotten, abandoned, uncared for, hungry, dirty, exiled. This is most grievous … NevaTI, p. 4

Note . SES = socioeconomic status.

Reading from the left in Table 2 , codes were given a number and letter for use in marking sections of text. Next, the code name indicating a theme was entered in boldface type with a definition in the code immediately under it. The second column provided an exemplar of each code, along with a notation indicating where it was found in the data, so that coders could recognize instances of that particular code when they saw them.

The coding manual was tested against data gathered in a preliminary study and was revised as codes found to overlap or be missing entirely. We continued to revise it iteratively during the study as data collection and analysis proceeded and then used it to recode previously coded data. Using this procedure, it was used to revisit the data several times.

  • Each transcribed document was formatted with wide right margins that allowed the investigator to apply codes and generate marginal remarks by hand. Marginal remarks are handwritten comments entered by the investigator. They represent an attempt to stay “alert” about analysis, forming ideas and recording reactions to the meaning of what is seen in the data. Marginal remarks often suggest new interpretations, leads, and connections or distinctions with other parts of the data ( Miles et al., 2014 ). Such remarks are preanalytic and add meaning and clarity to transcripts.

Level 1 Coding With Meaning Units.

Original text (meaning unit highlighted in relation to applied code)Code(s) applied to meaning unit
I try to eat well. My wife seems to do a good job with that stuff and everything. I am fairly active around the house and stuff
I’ve recently become semi-retired, so even though retirement means like relaxation, it really hasn’t. It has just given me more work to do around the house and stuff, and again, having children of my own, basically, I not only have a honey-do list from wife, I have a honey-do list for my two charming daughters
Again too, I’d like to be around as long as possible. I enjoy life. I try to enjoy it to the fullest. I’d like to be—I want to live life. I don’t want survive, I guess is what I’d say. I’ve seen too many instances of this. My mother-in-law is a prime example. She is in an assisted-living facility, and I really think she’s just about, I don’t want to say given up and stuff, but she’s not living. She is surviving. I think that’s sad. I really do. I think you are going to get out of life what you put into life. I think if she would put a little more effort into life, her life would be a lot more fulfilling and rewarding to her and basically to people around her

  • Conceptually similar codes were organized into categories (coding groups of coded themes that were increasingly abstract) through revisiting the theory framing the study (asking, “does this system of coding make sense according to the chosen theory?”). Miles et al. (2014) provide many examples for creating, categorizing, and revising codes, including highlighting a technique used by Corbin and Strauss ( Corbin & Strauss, 2015 ) that includes growing a list of codes and then applying a slightly more abstract label to the code, creating new categories of codes with each revision. This is often referred to as second-level or pattern coding, a way of grouping data into a smaller number of sets, themes, or constructs. During the analysis of data, patterns were generated and the researcher spent significant amounts of time with different categorizations, asking questions, checking relationships, and generally resisting the urge to be “locked too quickly into naming a pattern” ( Miles et al., 2014 , p. 69).
  • During this phase of analysis, pattern codes were revised and redefined in the coding manual and exemplars were used to clarify the understanding of each code. Miles et al. (2014) suggest that software can be helpful during this categorization (counting) step, so lists of observed engagement behaviors were also recorded in Dedoose software ( Dedoose, 2015 ) by code so that frequencies could be captured and analyzed. Despite the assistance of Dedoose, the researcher found that hand sorting codes into themes and categories was best done on paper.

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Example of an analytic memo used in qualitative description analysis.

Data Matrix.

CaseCLOX-CGCLOX-CRCG Vigilance ScaleCG StrainCG Gain
15 ( )1 ( )20 hr/wk ( )Moderate: fatigue and moderate anxietyModerate: Giving back to mom
23 ( )1 ( )30 hr/wk ( )High: debilitating fatigue, high anxiety, feels depressed, and sleeplessnessLow: Unable to see positive aspects

Note . The CLOX is an executive clock drawing task that tests cognition and was used in this study with the caregiver (CG) and the care recipient (CR). The CG Strain and the CG Gain scores were derived by the researcher through a qualitative content analysis ( Evans, Coon, & Belyea, 2006 ).

  • Finally, the data are re-presented in a creative but rigorous way that are judged to best fit the findings ( Miles et al., 2014 ; Sandelowski & Leeman, 2012 ; Stake, 2010 ; Wolcott, 2009 ).

Strategies for Ensuring Rigor of Findings

Many qualitative researchers do not provide enough information in their reports about the analytic strategies used to ensure verisimilitude or the “ring of truth” for the conclusions. Miles, Huberman, and Saldana (2014) outline 13 tactics for generating meaning from data and another 13 for testing or confirming findings. They also provide five standards for assessing the quality of conclusions. The techniques relied upon most heavily during a qualitative descriptive study ought to be addressed within the research report. It is important to establish “trustworthiness” and “authenticity” in qualitative research that are similar to the terms validity and reliability in quantitative research. The five standards (objectivity, dependability, credibility, transferability, and application) typically used in qualitative descriptive studies to assess quality and legitimacy (trustworthiness and authenticity) of the conclusions are discussed in the next sections ( Lincoln & Guba, 1985 ; Miles et al., 2014 ).

Objectivity

First, objectivity (confirmability) is conceptualized as relative neutrality and reasonable freedom from researcher bias and can be addressed by (a) describing the study’s methods and procedures in explicit detail, (b) sharing the sequence of data collection, analysis, and presentation methods to create an audit trail, (c) being aware of and reporting personal assumptions and potential bias, (d) retaining study data and making it available to collaborators for evaluation.

Dependability

Second, dependability (reliability or auditability) can be fostered by consistency in procedures across participants over time through various methods, including the use of semistructured interview questions and an observation data collection worksheet. Quality control ( Miles et al., 2014 ) can be fostered by:

  • deriving study procedures from clearly outlined research questions and conceptual theory, so that data analysis could be linked back to theoretical constructs;
  • clearly describing the investigator’s role and status at the research site;
  • demonstrating parallelism in findings across sources (i.e., interview vs. observation, etc.);
  • triangulation through the use of observations, interviews, and standardized measures to more adequately describe various characteristics of the sample population ( Denzin & Lincoln, 1994 );
  • demonstrating consistency in data collection for all participants (i.e., using the same investigator and preprinted worksheets, asking the same questions in the same order);
  • developing interview questions and observation techniques based on theory, revised, and tested during preliminary work;
  • developing a coding manual a priori to guide data analysis, containing a “start list” of codes derived from the theoretical framework and relevant literature ( Fonteyn et al., 2008 ; Hsieh & Shannon, 2005 ; Miles et al., 2014 ); and
  • developing a monitoring plan (fidelity) to ensure that junior researchers, especially do not go “beyond the data” ( Sandelowski, 2000 ) in interpretation. In keeping with the qualitative tradition, data analysis and collection should occur simultaneously, giving the investigator the opportunity to correct errors or make revisions.

Credibility

Third, credibility or verisimilitude (internal validity) is defined as the truth value of data: Do the findings of the study make sense ( Miles et al., 2014 , p. 312). Credibility in qualitative work promotes descriptive and evaluative understanding, which can be addressed by (a) providing context-rich “thick descriptions,” that is, the work of interpretation based on data ( Sandelowski, 2004 ), (b) checking with other practitioners or researchers that the findings “ring true,” (c) providing a comprehensive account, (d) using triangulation strategies, (e) searching for negative evidence, and (f) linking findings to a theoretical framework.

Transferability

Fourth, transferability (external validity or “fittingness”) speaks to whether the findings of your study have larger import and application to other settings or studies. This includes a discussion of generalizability. Sample to population generalizability is important to quantitative researchers and less helpful to qualitative researchers who seek more of an analytic or case-to-case transfer ( Miles et al., 2014 ). Nonetheless, transferability can be aided by (a) describing the characteristics of the participants fully so that comparisons with other groups may be made, (b) adequately describing potential threats to generalizability through sample and setting sections, (c) using theoretical sampling, (d) presenting findings that are congruent with theory, and (e) suggesting ways that findings from your study could be tested further by other researchers.

Application

Finally, Miles et al. (2014) speak to the utilization, application, or action orientation of the data. “Even if we know that a study’s findings are valid and transferable,” they write, “we still need to know what the study does for its participants and its consumers” ( Miles et al., 2014 , p. 314). To address application, findings of qualitative descriptive studies are typically made accessible to potential consumers of information through the publication of manuscripts, poster presentations, and summary reports written for consumers. In addition, qualitative descriptive study findings may stimulate further research, promote policy discussions, or suggest actual changes to a product or environment.

Implications for Practice

The qualitative description clarified and advocated by Sandelowski (2000 , 2010 ) is an excellent methodological choice for the healthcare environments designer, practitioner, or health sciences researcher because it provides rich descriptive content from the subjects’ perspective. Qualitative description allows the investigator to select from any number of theoretical frameworks, sampling strategies, and data collection techniques. The various content analysis strategies described in this paper serve to introduce the investigator to methods for data analysis that promote staying “close” to the data, thereby avoiding high-inference techniques likely challenging to the novice investigator. Finally, the devotion to thick description (interpretation based on data) and flexibility in the re-presentation of study findings is likely to produce meaningful information to designers and healthcare leaders. The practical, step-by-step nature of this article should serve as a starting guide to researchers interested in this technique as a way to answer their own burning questions.

Acknowledgments

The author would like to recognize the other members of her dissertation committee for their contributions to the study: Gerri Lamb, Karen Dorman Marek, and Robert Greenes.

The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: Research assistance for data analysis and manuscript development was supported by training funds from the National Institutes of Health/National Institute on Nursing Research (NIH/NINR), award T32 1T32NR012718-01 Transdisciplinary Training in Health Disparities Science (C. Keller, P.I.). The content is solely the responsibility of the authors and does not necessarily represent the official views of the NIH or the NINR. This research was supported through the Hartford Center of Gerontological Nursing Excellence at Arizona State University College of Nursing & Health Innovation.

Declaration of Conflicting Interests

The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.

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Essentials of Descriptive-Interpretive Qualitative Research

Available formats, also available from.

  • Table of contents
  • Contributor bios
  • Book details
  • Additional Resources

The brief, practical texts in the Essentials of Qualitative Methods series introduce social science and psychology researchers to key approaches to capturing phenomena not easily measured quantitatively, offering exciting, nimble opportunities to gather in-depth qualitative data.

This book offers a no-nonsense, step-by-step approach to qualitative research in psychology and related fields, presenting principles for using a generic approach to descriptive-interpretive qualitative research. Based on more than 50 years of combined experience doing qualitative research on psychotherapy, the authors offer an overarching framework of best research practices common to a wide range of approaches.

About the Essentials of Qualitative Methods book series

Even for experienced researchers, selecting and correctly applying the right method can be challenging. In this groundbreaking series, leading experts in qualitative methods provide clear, crisp, and comprehensive descriptions of their approach, including its methodological integrity, and its benefits and limitations.

Each book includes numerous examples to enable readers to quickly and thoroughly grasp how to leverage these valuable methods.

Series Foreword by Clara E. Hill and Sarah Knox

  • Why a Generic Descriptive-Interpretive Approach to Qualitative Research?
  • Designing the Study
  • Data Collection
  • A Framework of Key Modes of Qualitative Data Analysis
  • Writing the Manuscript
  • Methodological Integrity
  • Summary and Conclusions

Appendix. Example Studies

Robert Elliott, PhD, is professor of counselling at the University of Strathclyde. He received his doctorate in clinical psychology from the University of California, Los Angeles, and is professor emeritus of psychology at the University of Toledo (Ohio). He has spent most of his career as a psychotherapy researcher trying out and inventing different research methods.

He is co-author of Facilitating Emotional Change (1993), Learning Process-Experiential Psychotherapy (2004), Research Methods in Clinical Psychology (3rd ed., 2015), as well as more than 170 journal articles and book chapters.

He is past president of the Society for Psychotherapy Research and previously co-edited the journals Psychotherapy Research and Person-Centered and Experiential Psychotherapies .

Ladislav Timulak, PhD, is an associate professor at Trinity College Dublin, Ireland. He is course director of the Doctorate in Counselling Psychology course. Ladislav (or Laco for short; read Latso) is involved in the training of counselling psychologists and various psychotherapy trainings in Ireland and internationally. Laco is both an academic and a practitioner.

He is interested in research methodology and psychotherapy research, particularly the development of emotion-focused therapy. He has written six books, over 80 peer-reviewed papers, and various chapters in both his native language, Slovak, and in English.

He serves on various editorial boards and in the past served as a co-editor of Counselling Psychology Quarterly .

Sign up for the upcoming webinars presented by the series authors walking you through the basics of their approach.

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  6. Understanding Descriptive Statistics

COMMENTS

  1. Chapter 5: Qualitative descriptive research – Qualitative ...

    A qualitative descriptive study is an important and appropriate design for research questions that are focused on gaining insights about a poorly understood research area, rather than on a specific phenomenon.

  2. An overview of the qualitative descriptive design within ...

    This paper reports how within qualitative descriptive research, the analysis of data and presentation of findings in a way that is easily understood and recognised is important to contribute to the utilisation of research findings in nursing practice.

  3. Characteristics of Qualitative Descriptive Studies: A ...

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

  4. Essentials of Descriptive-Interpretive Qualitative Research ...

    interpretive qualitative research is particularly rich in analyzing data at both the descriptive (surface) and interpretive (deeper) levels and telling a coherent story that weaves in historical context and theory.

  5. Qualitative and descriptive research: Data type versus data ...

    Qualitative research collects data qualitatively, and the method of analysis is also primarily qualitative. This often involves an inductive exploration of the data to identify recurring themes, patterns, or concepts and then describing and interpreting those categories.

  6. Qualitative Description as an Introductory Method to ...

    Qualitative description (QD) offers an accessible entry point for master’s-level students and research trainees embarking on a qualitative research learning journey, emphasizing direct, rich descriptions of experiences and events without extensive theorization or abstraction.

  7. Descriptive analysis in education: A guide for researchers

    Whether the goal is to identify and describe trends and variation in populations, create new measures of key phenomena, or describe samples in studies aimed at identifying causal effects, description plays a critical role in the scientific pro- cess in general and education research in particular.

  8. Qualitative Descriptive Methods in Health Science Research

    This paper presents steps to conducting a qualitative descriptive study under the following headings: describing the qualitative descriptive approach, designing a qualitative descriptive study, steps to data analysis, and ensuring rigor of findings.

  9. Essentials of Descriptive-Interpretive Qualitative Research

    The brief, practical texts in the Essentials of Qualitative Methods series introduce social science and psychology researchers to key approaches to capturing phenomena not easily measured quantitatively, offering exciting, nimble opportunities to gather in-depth qualitative data.

  10. An overview of the qualitative descriptive design within ...

    This paper provides an overview of qualitative descriptive research, orientates to the underlying philosophical perspectives and key characteristics that define this approach and identifies the implications for healthcare practice and policy.