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

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

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

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

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

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

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

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

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

Case study examples
Research question	Case study
What are the ecological effects of wolf reintroduction?	Case study of wolf reintroduction in Yellowstone National Park
How do populist politicians use narratives about history to gain support?	Case studies of Hungarian prime minister Viktor Orbán and US president Donald Trump
How can teachers implement active learning strategies in mixed-level classrooms?	Case study of a local school that promotes active learning
What are the main advantages and disadvantages of wind farms for rural communities?	Case studies of three rural wind farm development projects in different parts of the country
How are viral marketing strategies changing the relationship between companies and consumers?	Case study of the iPhone X marketing campaign
How do experiences of work in the gig economy differ by gender, race and age?	Case studies of Deliveroo and Uber drivers in London

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

Provide new or unexpected insights into the subject
Challenge or complicate existing assumptions and theories
Propose practical courses of action to resolve a problem
Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

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

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

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

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

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

Exemplify a theory by showing how it explains the case under investigation
Expand on a theory by uncovering new concepts and ideas that need to be incorporated
Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

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

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

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

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

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

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

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

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

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

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

Research bias

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

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Perspectives from Researchers on Case Study Design

by Janet Salmons, PhD, Research Community Manager for SAGE Methodspace

Research design is the focus for the first quarter of 2023. Find a post about case study design , and read the unfolding series of posts here .

What is a “case study” research design?

Linda Bloomberg describes a case study as:

An in-depth exploration from multiple perspectives of the richness and complexity of a particular social unit, system, or phenomenon. Its primary purpose is to generate understanding and insights in order to gain knowledge and inform professional practice, policy development, and community or social action. Case study research is typically extensive; it draws on multiple methods of data collection and involves multiple data sources.

The researcher begins by identifying a specific case or set of cases to be studied. Each case is an entity that is described within certain parameters, such as a specific time frame, place, event, and process. Hence, the case becomes a bounded system . Typically, case study researchers analyze the real-life cases that are currently in progress so that they can gather accurate information that is not lost by time.

This method culminates in the production of a detailed description of a setting and its participants, accompanied by an analysis of the data for themes, patterns, and issues. A case study is therefore both a process of inquiry about the case at hand and the product of that inquiry. (Bloomberg, 2018, p. 276)

Case studies use more than one form of data either within a research paradigm (multimodal ), or more than one form of data from different paradigms (mixed methods). As Bloomberg notes, the case study method is employed across disciplines, including education, health care, social work, history, sociology, management studies, and organizational studies. When you look at lists of most-read and most-cited articles you will find that this flexible approach is widely used and published. Here are some open-access articles about multimodal qualitative or mixed methods designs that include both qualitative and quantitative elements.

Qualitative Research with Case Studies

Brannen, J., & Nilsen, A. (2011). Comparative Biographies in Case-based Cross-national Research: Methodological Considerations. Sociology, 45(4), 603–618. https://doi.org/10.1177/0038038511406602

Abstract. This article examines some methodological issues relating to an embedded case study design adopted in a comparative cross-national study of working parents covering three levels of social context: the macro level; the workplace level; and the individual level. It addresses issues of generalizability, in particular the importance of criteria for the selection of cases in the research design and analysis phases. To illustrate the benefits of the design the article focuses on the level of individual biographies. Three exemplars of biographical trajectories and experiences are presented and discussed. It is argued that a multi-tiered design and a comparative biographical approach can add to the understanding of individual experience by placing it in context and thus yield knowledge that is of general sociological relevance by demonstrating the interrelatedness of agency and structure.

Ebneyamini, S., & Sadeghi Moghadam, M. R. (2018). Toward Developing a Framework for Conducting Case Study Research. International Journal of Qualitative Methods, 17(1). https://doi.org/10.1177/1609406918817954

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

Flyvbjerg, B. (2006). Five Misunderstandings About Case-Study Research. Qualitative Inquiry, 12(2), 219–245. https://doi.org/10.1177/1077800405284363

Abstract. This article examines five common misunderstandings about case-study research: (a) theoretical knowledge is more valuable than practical knowledge; (b) one cannot generalize from a single case, therefore, the single-case study cannot contribute to scientific development; (c) the case study is most useful for generating hypotheses, whereas other methods are more suitable for hypotheses testing and theory building; (d) the case study contains a bias toward verification; and (e) it is often difficult to summarize specific case studies. This article explains and corrects these misunderstandings one by one and concludes with the Kuhnian insight that a scientific discipline without a large number of thoroughly executed case studies is a discipline without systematic production of exemplars, and a discipline without exemplars is an ineffective one. Social science may be strengthened by the execution of a greater number of good case studies.

Morgan SJ, Pullon SRH, Macdonald LM, McKinlay EM, Gray BV. Case Study Observational Research: A Framework for Conducting Case Study Research Where Observation Data Are the Focus. Qualitative Health Research. 2017;27(7):1060-1068. doi:10.1177/1049732316649160

Abstract. Case study research is a comprehensive method that incorporates multiple sources of data to provide detailed accounts of complex research phenomena in real-life contexts. However, current models of case study research do not particularly distinguish the unique contribution observation data can make. Observation methods have the potential to reach beyond other methods that rely largely or solely on self-report. This article describes the distinctive characteristics of case study observational research, a modified form of Yin’s 2014 model of case study research the authors used in a study exploring interprofessional collaboration in primary care. In this approach, observation data are positioned as the central component of the research design. Case study observational research offers a promising approach for researchers in a wide range of health care settings seeking more complete understandings of complex topics, where contextual influences are of primary concern. Future research is needed to refine and evaluate the approach.

Rule, P., & John, V. M. (2015). A Necessary Dialogue: Theory in Case Study Research. International Journal of Qualitative Methods , 14 (4). https://doi.org/10.1177/1609406915611575

Abstract. This article is premised on the understanding that there are multiple dimensions of the case–theory relation and examines four of these: theory of the case, theory for the case, theory from the case, and a dialogical relation between theory and case. This fourth dimension is the article’s key contribution to theorizing case study. Dialogic engagement between theory and case study creates rich potential for mutual formation and generative tension. The article argues that the process of constructing and conducting the case is theory laden, while the outcomes of the study might also have theoretical implications. Case study research that is contextually sensitive and theoretically astute can contribute not only to the application and revision of existing theory but also to the development of new theory. The case thus provides a potentially generative nexus for the engagement of theory, context, and research.

Thomas, G. (2011). A Typology for the Case Study in Social Science Following a Review of Definition, Discourse, and Structure. Qualitative Inquiry, 17(6), 511–521. https://doi.org/10.1177/1077800411409884

Abstract. The author proposes a typology for the case study following a definition wherein various layers of classificatory principle are disaggregated. First, a clear distinction is drawn between two parts: (1) the subject of the study, which is the case itself, and (2) the object, which is the analytical frame or theory through which the subject is viewed and which the subject explicates. Beyond this distinction the case study is presented as classifiable by its purposes and the approaches adopted— principally with a distinction drawn between theory-centered and illustrative study. Beyond this, there are distinctions to be drawn among various operational structures that concern comparative versus noncomparative versions of the form and the ways that the study may employ time. The typology reveals that there are numerous valid permutations of these dimensions and many trajectories, therefore, open to the case inquirer.

VanWynsberghe, R., & Khan, S. (2007). Redefining Case Study. International Journal of Qualitative Methods , 6 (2), 80–94. https://doi.org/10.1177/160940690700600208

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

Mixed Methods Research with Case Studies

Guetterman, T. C., & Fetters, M. D. (2018). Two Methodological Approaches to the Integration of Mixed Methods and Case Study Designs: A Systematic Review. American Behavioral Scientist, 62(7), 900–918. https://doi.org/10.1177/0002764218772641

Abstract. Case study has a tradition of collecting multiple forms of data—qualitative and quantitative—to gain a more complete understanding of the case. Case study integrates well with mixed methods, which seeks a more complete understanding through the integration of qualitative and quantitative research. We identify and characterize “mixed methods–case study designs” as mixed methods studies with a nested case study and “case study–mixed methods designs” as case studies with nested mixed methods. Based on a review of published research integrating mixed methods and case study designs, we describe key methodological features and discuss four exemplar interdisciplinary studies.

Luyt, R. (2012). A Framework for Mixing Methods in Quantitative Measurement Development, Validation, and Revision: A Case Study. Journal of Mixed Methods Research, 6(4), 294–316. https://doi.org/10.1177/1558689811427912

Abstract. A framework for quantitative measurement development, validation, and revision that incorporates both qualitative and quantitative methods is introduced. It extends and adapts Adcock and Collier’s work, and thus, facilitates understanding of quantitative measurement development, validation, and revision as an integrated and cyclical set of procedures best achieved through mixed methods research. It also offers a systematic guide concerning how these procedures may be undertaken through detailing key “stages,” “levels,” and practical “tasks.” A case study illustrates how qualitative and quantitative methods may be mixed through the use of the proposed framework in the cross-cultural content- and construct-related validation and subsequent revision of a quantitative measure. The contribution of this article to mixed methods research literature is briefly discussed.

Mason, W., Morris, K., Webb, C., Daniels, B., Featherstone, B., Bywaters, P., Mirza, N., Hooper, J., Brady, G., Bunting, L., & Scourfield, J. (2020). Toward Full Integration of Quantitative and Qualitative Methods in Case Study Research: Insights From Investigating Child Welfare Inequalities. Journal of Mixed Methods Research, 14(2), 164–183. https://doi.org/10.1177/1558689819857972

Abstract. Delineation of the full integration of quantitative and qualitative methods throughout all stages of multisite mixed methods case study projects remains a gap in the methodological literature. This article offers advances to the field of mixed methods by detailing the application and integration of mixed methods throughout all stages of one such project; a study of child welfare inequalities. By offering a critical discussion of site selection and the management of confirmatory, expansionary and discordant data, this article contributes to the limited body of mixed methods exemplars specific to this field. We propose that our mixed methods approach provided distinctive insights into a complex social problem, offering expanded understandings of the relationship between poverty, child abuse, and neglect.

Onghena, P., Maes, B., & Heyvaert, M. (2019). Mixed Methods Single Case Research: State of the Art and Future Directions. Journal of Mixed Methods Research, 13(4), 461–480. https://doi.org/10.1177/1558689818789530

Abstract. Mixed methods single case research (MMSCR) is research in which single case experimental and qualitative case study methodologies, and their accompanying sets of methods and techniques, are integrated to answer research questions that concern a single case. This article discusses the historical roots and the distinct nature of MMSCR, the kinds of knowledge MMSCR produces, its philosophical underpinnings, examples of MMSCR, and the trustworthiness and validity of MMSCR. Methodological challenges relate to the development of a critical appraisal tool for MMSCR, to the team work that is involved in designing and conducting MMSCR studies, and to the application of mixed methods research synthesis for multiple case studies and single case experiments.

Sharp, J. L., Mobley, C., Hammond, C., Withington, C., Drew, S., Stringfield, S., & Stipanovic, N. (2012). A Mixed Methods Sampling Methodology for a Multisite Case Study. Journal of Mixed Methods Research, 6(1), 34–54. https://doi.org/10.1177/1558689811417133

Abstract. The flexibility of mixed methods research strategies makes such approaches especially suitable for multisite case studies. Yet the utilization of mixed methods to select sites for these studies is rarely reported. The authors describe their pragmatic mixed methods approach to select a sample for their multisite mixed methods case study of a statewide education policy initiative in the United States. The authors designed a four-stage sequential mixed methods site selection strategy to select eight sites in order to capture the broader context of the research, as well as any contextual nuances that shape policy implementation. The authors anticipate that their experience would provide guidance to other mixed methods researchers seeking to maximize the rigor of their multisite case study sampling designs.

Bloomberg, L. (2018). Case study. In B. B. Frey (Ed.), The SAGE encyclopedia of educational research, measurement, and evaluation . https://doi.org/10.4135/9781506326139

Designing Survey Research

Designing research with case study methods.

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The case study approach

Affiliation.

1 Division of Primary Care, The University of Nottingham, Nottingham, UK. [email protected]
PMID: 21707982
PMCID: PMC3141799
DOI: 10.1186/1471-2288-11-100

The case study approach allows in-depth, multi-faceted explorations of complex issues in their real-life settings. The value of the case study approach is well recognised in the fields of business, law and policy, but somewhat less so in health services research. Based on our experiences of conducting several health-related case studies, we reflect on the different types of case study design, the specific research questions this approach can help answer, the data sources that tend to be used, and the particular advantages and disadvantages of employing this methodological approach. The paper concludes with key pointers to aid those designing and appraising proposals for conducting case study research, and a checklist to help readers assess the quality of case study reports.

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What the Case Study Method Really Teaches

Nitin Nohria

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

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

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

Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

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

The study of a particular case, or a number of cases.
That the case will be complex and bounded.
That it will be studied in its context.
That the analysis undertaken will seek to be holistic.

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

Case Studies A tutorial on case study research from Colorado State University.
Case Study: A Strategic Research Methodology An article from the American Journal of Applied Sciences by Khairul Baharein Mohd Noor. This article defends case study methodology as an appropriate methodology, giving a description, the process and its strengths and weaknesses.
The Case Study Approach This article by Crowe et al gives a nice overview of case studies and includes several examples from health science research
Five Misunderstandings About Case-Study Research This article examines five common misunderstandings about case-study research
How to do Case Study Research This article from Donna Zucker at the University of Massachusetts College of Nursing describes how to design and write about case study research

This RSS feed contains the latest 5 articles for the Pubmed search: case stud*[Title]

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Published: 27 June 2011

The case study approach

Sarah Crowe 1 ,
Kathrin Cresswell 2 ,
Ann Robertson 2 ,
Guro Huby 3 ,
Anthony Avery 1 &
Aziz Sheikh 2

BMC Medical Research Methodology volume 11 , Article number: 100 ( 2011 ) Cite this article

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Introduction

The case study approach is particularly useful to employ when there is a need to obtain an in-depth appreciation of an issue, event or phenomenon of interest, in its natural real-life context. Our aim in writing this piece is to provide insights into when to consider employing this approach and an overview of key methodological considerations in relation to the design, planning, analysis, interpretation and reporting of case studies.

The illustrative 'grand round', 'case report' and 'case series' have a long tradition in clinical practice and research. Presenting detailed critiques, typically of one or more patients, aims to provide insights into aspects of the clinical case and, in doing so, illustrate broader lessons that may be learnt. In research, the conceptually-related case study approach can be used, for example, to describe in detail a patient's episode of care, explore professional attitudes to and experiences of a new policy initiative or service development or more generally to 'investigate contemporary phenomena within its real-life context' [ 1 ]. Based on our experiences of conducting a range of case studies, we reflect on when to consider using this approach, discuss the key steps involved and illustrate, with examples, some of the practical challenges of attaining an in-depth understanding of a 'case' as an integrated whole. In keeping with previously published work, we acknowledge the importance of theory to underpin the design, selection, conduct and interpretation of case studies[ 2 ]. In so doing, we make passing reference to the different epistemological approaches used in case study research by key theoreticians and methodologists in this field of enquiry.

This paper is structured around the following main questions: What is a case study? What are case studies used for? How are case studies conducted? What are the potential pitfalls and how can these be avoided? We draw in particular on four of our own recently published examples of case studies (see Tables 1 , 2 , 3 and 4 ) and those of others to illustrate our discussion[ 3 – 7 ].

What is a case study?

A case study is a research approach that is used to generate an in-depth, multi-faceted understanding of a complex issue in its real-life context. It is an established research design that is used extensively in a wide variety of disciplines, particularly in the social sciences. A case study can be defined in a variety of ways (Table 5 ), the central tenet being the need to explore an event or phenomenon in depth and in its natural context. It is for this reason sometimes referred to as a "naturalistic" design; this is in contrast to an "experimental" design (such as a randomised controlled trial) in which the investigator seeks to exert control over and manipulate the variable(s) of interest.

Stake's work has been particularly influential in defining the case study approach to scientific enquiry. He has helpfully characterised three main types of case study: intrinsic , instrumental and collective [ 8 ]. An intrinsic case study is typically undertaken to learn about a unique phenomenon. The researcher should define the uniqueness of the phenomenon, which distinguishes it from all others. In contrast, the instrumental case study uses a particular case (some of which may be better than others) to gain a broader appreciation of an issue or phenomenon. The collective case study involves studying multiple cases simultaneously or sequentially in an attempt to generate a still broader appreciation of a particular issue.

These are however not necessarily mutually exclusive categories. In the first of our examples (Table 1 ), we undertook an intrinsic case study to investigate the issue of recruitment of minority ethnic people into the specific context of asthma research studies, but it developed into a instrumental case study through seeking to understand the issue of recruitment of these marginalised populations more generally, generating a number of the findings that are potentially transferable to other disease contexts[ 3 ]. In contrast, the other three examples (see Tables 2 , 3 and 4 ) employed collective case study designs to study the introduction of workforce reconfiguration in primary care, the implementation of electronic health records into hospitals, and to understand the ways in which healthcare students learn about patient safety considerations[ 4 – 6 ]. Although our study focusing on the introduction of General Practitioners with Specialist Interests (Table 2 ) was explicitly collective in design (four contrasting primary care organisations were studied), is was also instrumental in that this particular professional group was studied as an exemplar of the more general phenomenon of workforce redesign[ 4 ].

What are case studies used for?

According to Yin, case studies can be used to explain, describe or explore events or phenomena in the everyday contexts in which they occur[ 1 ]. These can, for example, help to understand and explain causal links and pathways resulting from a new policy initiative or service development (see Tables 2 and 3 , for example)[ 1 ]. In contrast to experimental designs, which seek to test a specific hypothesis through deliberately manipulating the environment (like, for example, in a randomised controlled trial giving a new drug to randomly selected individuals and then comparing outcomes with controls),[ 9 ] the case study approach lends itself well to capturing information on more explanatory ' how ', 'what' and ' why ' questions, such as ' how is the intervention being implemented and received on the ground?'. The case study approach can offer additional insights into what gaps exist in its delivery or why one implementation strategy might be chosen over another. This in turn can help develop or refine theory, as shown in our study of the teaching of patient safety in undergraduate curricula (Table 4 )[ 6 , 10 ]. Key questions to consider when selecting the most appropriate study design are whether it is desirable or indeed possible to undertake a formal experimental investigation in which individuals and/or organisations are allocated to an intervention or control arm? Or whether the wish is to obtain a more naturalistic understanding of an issue? The former is ideally studied using a controlled experimental design, whereas the latter is more appropriately studied using a case study design.

Case studies may be approached in different ways depending on the epistemological standpoint of the researcher, that is, whether they take a critical (questioning one's own and others' assumptions), interpretivist (trying to understand individual and shared social meanings) or positivist approach (orientating towards the criteria of natural sciences, such as focusing on generalisability considerations) (Table 6 ). Whilst such a schema can be conceptually helpful, it may be appropriate to draw on more than one approach in any case study, particularly in the context of conducting health services research. Doolin has, for example, noted that in the context of undertaking interpretative case studies, researchers can usefully draw on a critical, reflective perspective which seeks to take into account the wider social and political environment that has shaped the case[ 11 ].

How are case studies conducted?

Here, we focus on the main stages of research activity when planning and undertaking a case study; the crucial stages are: defining the case; selecting the case(s); collecting and analysing the data; interpreting data; and reporting the findings.

Defining the case

Carefully formulated research question(s), informed by the existing literature and a prior appreciation of the theoretical issues and setting(s), are all important in appropriately and succinctly defining the case[ 8 , 12 ]. Crucially, each case should have a pre-defined boundary which clarifies the nature and time period covered by the case study (i.e. its scope, beginning and end), the relevant social group, organisation or geographical area of interest to the investigator, the types of evidence to be collected, and the priorities for data collection and analysis (see Table 7 )[ 1 ]. A theory driven approach to defining the case may help generate knowledge that is potentially transferable to a range of clinical contexts and behaviours; using theory is also likely to result in a more informed appreciation of, for example, how and why interventions have succeeded or failed[ 13 ].

For example, in our evaluation of the introduction of electronic health records in English hospitals (Table 3 ), we defined our cases as the NHS Trusts that were receiving the new technology[ 5 ]. Our focus was on how the technology was being implemented. However, if the primary research interest had been on the social and organisational dimensions of implementation, we might have defined our case differently as a grouping of healthcare professionals (e.g. doctors and/or nurses). The precise beginning and end of the case may however prove difficult to define. Pursuing this same example, when does the process of implementation and adoption of an electronic health record system really begin or end? Such judgements will inevitably be influenced by a range of factors, including the research question, theory of interest, the scope and richness of the gathered data and the resources available to the research team.

Selecting the case(s)

The decision on how to select the case(s) to study is a very important one that merits some reflection. In an intrinsic case study, the case is selected on its own merits[ 8 ]. The case is selected not because it is representative of other cases, but because of its uniqueness, which is of genuine interest to the researchers. This was, for example, the case in our study of the recruitment of minority ethnic participants into asthma research (Table 1 ) as our earlier work had demonstrated the marginalisation of minority ethnic people with asthma, despite evidence of disproportionate asthma morbidity[ 14 , 15 ]. In another example of an intrinsic case study, Hellstrom et al.[ 16 ] studied an elderly married couple living with dementia to explore how dementia had impacted on their understanding of home, their everyday life and their relationships.

For an instrumental case study, selecting a "typical" case can work well[ 8 ]. In contrast to the intrinsic case study, the particular case which is chosen is of less importance than selecting a case that allows the researcher to investigate an issue or phenomenon. For example, in order to gain an understanding of doctors' responses to health policy initiatives, Som undertook an instrumental case study interviewing clinicians who had a range of responsibilities for clinical governance in one NHS acute hospital trust[ 17 ]. Sampling a "deviant" or "atypical" case may however prove even more informative, potentially enabling the researcher to identify causal processes, generate hypotheses and develop theory.

In collective or multiple case studies, a number of cases are carefully selected. This offers the advantage of allowing comparisons to be made across several cases and/or replication. Choosing a "typical" case may enable the findings to be generalised to theory (i.e. analytical generalisation) or to test theory by replicating the findings in a second or even a third case (i.e. replication logic)[ 1 ]. Yin suggests two or three literal replications (i.e. predicting similar results) if the theory is straightforward and five or more if the theory is more subtle. However, critics might argue that selecting 'cases' in this way is insufficiently reflexive and ill-suited to the complexities of contemporary healthcare organisations.

The selected case study site(s) should allow the research team access to the group of individuals, the organisation, the processes or whatever else constitutes the chosen unit of analysis for the study. Access is therefore a central consideration; the researcher needs to come to know the case study site(s) well and to work cooperatively with them. Selected cases need to be not only interesting but also hospitable to the inquiry [ 8 ] if they are to be informative and answer the research question(s). Case study sites may also be pre-selected for the researcher, with decisions being influenced by key stakeholders. For example, our selection of case study sites in the evaluation of the implementation and adoption of electronic health record systems (see Table 3 ) was heavily influenced by NHS Connecting for Health, the government agency that was responsible for overseeing the National Programme for Information Technology (NPfIT)[ 5 ]. This prominent stakeholder had already selected the NHS sites (through a competitive bidding process) to be early adopters of the electronic health record systems and had negotiated contracts that detailed the deployment timelines.

It is also important to consider in advance the likely burden and risks associated with participation for those who (or the site(s) which) comprise the case study. Of particular importance is the obligation for the researcher to think through the ethical implications of the study (e.g. the risk of inadvertently breaching anonymity or confidentiality) and to ensure that potential participants/participating sites are provided with sufficient information to make an informed choice about joining the study. The outcome of providing this information might be that the emotive burden associated with participation, or the organisational disruption associated with supporting the fieldwork, is considered so high that the individuals or sites decide against participation.

In our example of evaluating implementations of electronic health record systems, given the restricted number of early adopter sites available to us, we sought purposively to select a diverse range of implementation cases among those that were available[ 5 ]. We chose a mixture of teaching, non-teaching and Foundation Trust hospitals, and examples of each of the three electronic health record systems procured centrally by the NPfIT. At one recruited site, it quickly became apparent that access was problematic because of competing demands on that organisation. Recognising the importance of full access and co-operative working for generating rich data, the research team decided not to pursue work at that site and instead to focus on other recruited sites.

Collecting the data

In order to develop a thorough understanding of the case, the case study approach usually involves the collection of multiple sources of evidence, using a range of quantitative (e.g. questionnaires, audits and analysis of routinely collected healthcare data) and more commonly qualitative techniques (e.g. interviews, focus groups and observations). The use of multiple sources of data (data triangulation) has been advocated as a way of increasing the internal validity of a study (i.e. the extent to which the method is appropriate to answer the research question)[ 8 , 18 – 21 ]. An underlying assumption is that data collected in different ways should lead to similar conclusions, and approaching the same issue from different angles can help develop a holistic picture of the phenomenon (Table 2 )[ 4 ].

Brazier and colleagues used a mixed-methods case study approach to investigate the impact of a cancer care programme[ 22 ]. Here, quantitative measures were collected with questionnaires before, and five months after, the start of the intervention which did not yield any statistically significant results. Qualitative interviews with patients however helped provide an insight into potentially beneficial process-related aspects of the programme, such as greater, perceived patient involvement in care. The authors reported how this case study approach provided a number of contextual factors likely to influence the effectiveness of the intervention and which were not likely to have been obtained from quantitative methods alone.

In collective or multiple case studies, data collection needs to be flexible enough to allow a detailed description of each individual case to be developed (e.g. the nature of different cancer care programmes), before considering the emerging similarities and differences in cross-case comparisons (e.g. to explore why one programme is more effective than another). It is important that data sources from different cases are, where possible, broadly comparable for this purpose even though they may vary in nature and depth.

Analysing, interpreting and reporting case studies

Making sense and offering a coherent interpretation of the typically disparate sources of data (whether qualitative alone or together with quantitative) is far from straightforward. Repeated reviewing and sorting of the voluminous and detail-rich data are integral to the process of analysis. In collective case studies, it is helpful to analyse data relating to the individual component cases first, before making comparisons across cases. Attention needs to be paid to variations within each case and, where relevant, the relationship between different causes, effects and outcomes[ 23 ]. Data will need to be organised and coded to allow the key issues, both derived from the literature and emerging from the dataset, to be easily retrieved at a later stage. An initial coding frame can help capture these issues and can be applied systematically to the whole dataset with the aid of a qualitative data analysis software package.

The Framework approach is a practical approach, comprising of five stages (familiarisation; identifying a thematic framework; indexing; charting; mapping and interpretation) , to managing and analysing large datasets particularly if time is limited, as was the case in our study of recruitment of South Asians into asthma research (Table 1 )[ 3 , 24 ]. Theoretical frameworks may also play an important role in integrating different sources of data and examining emerging themes. For example, we drew on a socio-technical framework to help explain the connections between different elements - technology; people; and the organisational settings within which they worked - in our study of the introduction of electronic health record systems (Table 3 )[ 5 ]. Our study of patient safety in undergraduate curricula drew on an evaluation-based approach to design and analysis, which emphasised the importance of the academic, organisational and practice contexts through which students learn (Table 4 )[ 6 ].

Case study findings can have implications both for theory development and theory testing. They may establish, strengthen or weaken historical explanations of a case and, in certain circumstances, allow theoretical (as opposed to statistical) generalisation beyond the particular cases studied[ 12 ]. These theoretical lenses should not, however, constitute a strait-jacket and the cases should not be "forced to fit" the particular theoretical framework that is being employed.

When reporting findings, it is important to provide the reader with enough contextual information to understand the processes that were followed and how the conclusions were reached. In a collective case study, researchers may choose to present the findings from individual cases separately before amalgamating across cases. Care must be taken to ensure the anonymity of both case sites and individual participants (if agreed in advance) by allocating appropriate codes or withholding descriptors. In the example given in Table 3 , we decided against providing detailed information on the NHS sites and individual participants in order to avoid the risk of inadvertent disclosure of identities[ 5 , 25 ].

What are the potential pitfalls and how can these be avoided?

The case study approach is, as with all research, not without its limitations. When investigating the formal and informal ways undergraduate students learn about patient safety (Table 4 ), for example, we rapidly accumulated a large quantity of data. The volume of data, together with the time restrictions in place, impacted on the depth of analysis that was possible within the available resources. This highlights a more general point of the importance of avoiding the temptation to collect as much data as possible; adequate time also needs to be set aside for data analysis and interpretation of what are often highly complex datasets.

Case study research has sometimes been criticised for lacking scientific rigour and providing little basis for generalisation (i.e. producing findings that may be transferable to other settings)[ 1 ]. There are several ways to address these concerns, including: the use of theoretical sampling (i.e. drawing on a particular conceptual framework); respondent validation (i.e. participants checking emerging findings and the researcher's interpretation, and providing an opinion as to whether they feel these are accurate); and transparency throughout the research process (see Table 8 )[ 8 , 18 – 21 , 23 , 26 ]. Transparency can be achieved by describing in detail the steps involved in case selection, data collection, the reasons for the particular methods chosen, and the researcher's background and level of involvement (i.e. being explicit about how the researcher has influenced data collection and interpretation). Seeking potential, alternative explanations, and being explicit about how interpretations and conclusions were reached, help readers to judge the trustworthiness of the case study report. Stake provides a critique checklist for a case study report (Table 9 )[ 8 ].

Conclusions

The case study approach allows, amongst other things, critical events, interventions, policy developments and programme-based service reforms to be studied in detail in a real-life context. It should therefore be considered when an experimental design is either inappropriate to answer the research questions posed or impossible to undertake. Considering the frequency with which implementations of innovations are now taking place in healthcare settings and how well the case study approach lends itself to in-depth, complex health service research, we believe this approach should be more widely considered by researchers. Though inherently challenging, the research case study can, if carefully conceptualised and thoughtfully undertaken and reported, yield powerful insights into many important aspects of health and healthcare delivery.

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Acknowledgements

We are grateful to the participants and colleagues who contributed to the individual case studies that we have drawn on. This work received no direct funding, but it has been informed by projects funded by Asthma UK, the NHS Service Delivery Organisation, NHS Connecting for Health Evaluation Programme, and Patient Safety Research Portfolio. We would also like to thank the expert reviewers for their insightful and constructive feedback. Our thanks are also due to Dr. Allison Worth who commented on an earlier draft of this manuscript.

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AS conceived this article. SC, KC and AR wrote this paper with GH, AA and AS all commenting on various drafts. SC and AS are guarantors.

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10 Case Study Advantages and Disadvantages

A case study in academic research is a detailed and in-depth examination of a specific instance or event, generally conducted through a qualitative approach to data.

The most common case study definition that I come across is is Robert K. Yin’s (2003, p. 13) quote provided below:

“An empirical inquiry that investigates a contemporary phenomenon within its real-life context, especially when the boundaries between phenomenon and context are not clearly evident.”

Researchers conduct case studies for a number of reasons, such as to explore complex phenomena within their real-life context, to look at a particularly interesting instance of a situation, or to dig deeper into something of interest identified in a wider-scale project.

While case studies render extremely interesting data, they have many limitations and are not suitable for all studies. One key limitation is that a case study’s findings are not usually generalizable to broader populations because one instance cannot be used to infer trends across populations.

Case Study Advantages and Disadvantages

1. in-depth analysis of complex phenomena.

Case study design allows researchers to delve deeply into intricate issues and situations.

By focusing on a specific instance or event, researchers can uncover nuanced details and layers of understanding that might be missed with other research methods, especially large-scale survey studies.

As Lee and Saunders (2017) argue,

“It allows that particular event to be studies in detail so that its unique qualities may be identified.”

This depth of analysis can provide rich insights into the underlying factors and dynamics of the studied phenomenon.

2. Holistic Understanding

Building on the above point, case studies can help us to understand a topic holistically and from multiple angles.

This means the researcher isn’t restricted to just examining a topic by using a pre-determined set of questions, as with questionnaires. Instead, researchers can use qualitative methods to delve into the many different angles, perspectives, and contextual factors related to the case study.

We can turn to Lee and Saunders (2017) again, who notes that case study researchers “develop a deep, holistic understanding of a particular phenomenon” with the intent of deeply understanding the phenomenon.

3. Examination of rare and Unusual Phenomena

We need to use case study methods when we stumble upon “rare and unusual” (Lee & Saunders, 2017) phenomena that would tend to be seen as mere outliers in population studies.

Take, for example, a child genius. A population study of all children of that child’s age would merely see this child as an outlier in the dataset, and this child may even be removed in order to predict overall trends.

So, to truly come to an understanding of this child and get insights into the environmental conditions that led to this child’s remarkable cognitive development, we need to do an in-depth study of this child specifically – so, we’d use a case study.

4. Helps Reveal the Experiences of Marginalzied Groups

Just as rare and unsual cases can be overlooked in population studies, so too can the experiences, beliefs, and perspectives of marginalized groups.

As Lee and Saunders (2017) argue, “case studies are also extremely useful in helping the expression of the voices of people whose interests are often ignored.”

Take, for example, the experiences of minority populations as they navigate healthcare systems. This was for many years a “hidden” phenomenon, not examined by researchers. It took case study designs to truly reveal this phenomenon, which helped to raise practitioners’ awareness of the importance of cultural sensitivity in medicine.

5. Ideal in Situations where Researchers cannot Control the Variables

Experimental designs – where a study takes place in a lab or controlled environment – are excellent for determining cause and effect . But not all studies can take place in controlled environments (Tetnowski, 2015).

When we’re out in the field doing observational studies or similar fieldwork, we don’t have the freedom to isolate dependent and independent variables. We need to use alternate methods.

Case studies are ideal in such situations.

A case study design will allow researchers to deeply immerse themselves in a setting (potentially combining it with methods such as ethnography or researcher observation) in order to see how phenomena take place in real-life settings.

6. Supports the generation of new theories or hypotheses

While large-scale quantitative studies such as cross-sectional designs and population surveys are excellent at testing theories and hypotheses on a large scale, they need a hypothesis to start off with!

This is where case studies – in the form of grounded research – come in. Often, a case study doesn’t start with a hypothesis. Instead, it ends with a hypothesis based upon the findings within a singular setting.

The deep analysis allows for hypotheses to emerge, which can then be taken to larger-scale studies in order to conduct further, more generalizable, testing of the hypothesis or theory.

7. Reveals the Unexpected

When a largescale quantitative research project has a clear hypothesis that it will test, it often becomes very rigid and has tunnel-vision on just exploring the hypothesis.

Of course, a structured scientific examination of the effects of specific interventions targeted at specific variables is extermely valuable.

But narrowly-focused studies often fail to shine a spotlight on unexpected and emergent data. Here, case studies come in very useful. Oftentimes, researchers set their eyes on a phenomenon and, when examining it closely with case studies, identify data and come to conclusions that are unprecedented, unforeseen, and outright surprising.

As Lars Meier (2009, p. 975) marvels, “where else can we become a part of foreign social worlds and have the chance to become aware of the unexpected?”

Disadvantages

1. not usually generalizable.

Case studies are not generalizable because they tend not to look at a broad enough corpus of data to be able to infer that there is a trend across a population.

As Yang (2022) argues, “by definition, case studies can make no claims to be typical.”

Case studies focus on one specific instance of a phenomenon. They explore the context, nuances, and situational factors that have come to bear on the case study. This is really useful for bringing to light important, new, and surprising information, as I’ve already covered.

But , it’s not often useful for generating data that has validity beyond the specific case study being examined.

2. Subjectivity in interpretation

Case studies usually (but not always) use qualitative data which helps to get deep into a topic and explain it in human terms, finding insights unattainable by quantitative data.

But qualitative data in case studies relies heavily on researcher interpretation. While researchers can be trained and work hard to focus on minimizing subjectivity (through methods like triangulation), it often emerges – some might argue it’s innevitable in qualitative studies.

So, a criticism of case studies could be that they’re more prone to subjectivity – and researchers need to take strides to address this in their studies.

3. Difficulty in replicating results

Case study research is often non-replicable because the study takes place in complex real-world settings where variables are not controlled.

So, when returning to a setting to re-do or attempt to replicate a study, we often find that the variables have changed to such an extent that replication is difficult. Furthermore, new researchers (with new subjective eyes) may catch things that the other readers overlooked.

Replication is even harder when researchers attempt to replicate a case study design in a new setting or with different participants.

Comprehension Quiz for Students

Question 1: What benefit do case studies offer when exploring the experiences of marginalized groups?

a) They provide generalizable data. b) They help express the voices of often-ignored individuals. c) They control all variables for the study. d) They always start with a clear hypothesis.

Question 2: Why might case studies be considered ideal for situations where researchers cannot control all variables?

a) They provide a structured scientific examination. b) They allow for generalizability across populations. c) They focus on one specific instance of a phenomenon. d) They allow for deep immersion in real-life settings.

Question 3: What is a primary disadvantage of case studies in terms of data applicability?

a) They always focus on the unexpected. b) They are not usually generalizable. c) They support the generation of new theories. d) They provide a holistic understanding.

Question 4: Why might case studies be considered more prone to subjectivity?

a) They always use quantitative data. b) They heavily rely on researcher interpretation, especially with qualitative data. c) They are always replicable. d) They look at a broad corpus of data.

Question 5: In what situations are experimental designs, such as those conducted in labs, most valuable?

a) When there’s a need to study rare and unusual phenomena. b) When a holistic understanding is required. c) When determining cause-and-effect relationships. d) When the study focuses on marginalized groups.

Question 6: Why is replication challenging in case study research?

a) Because they always use qualitative data. b) Because they tend to focus on a broad corpus of data. c) Due to the changing variables in complex real-world settings. d) Because they always start with a hypothesis.

Lee, B., & Saunders, M. N. K. (2017). Conducting Case Study Research for Business and Management Students. SAGE Publications.

Meir, L. (2009). Feasting on the Benefits of Case Study Research. In Mills, A. J., Wiebe, E., & Durepos, G. (Eds.). Encyclopedia of Case Study Research (Vol. 2). London: SAGE Publications.

Tetnowski, J. (2015). Qualitative case study research design. Perspectives on fluency and fluency disorders , 25 (1), 39-45. ( Source )

Yang, S. L. (2022). The War on Corruption in China: Local Reform and Innovation . Taylor & Francis.

Yin, R. (2003). Case Study research. Thousand Oaks, CA: Sage.

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Case Study Method | Characteristics, Advantages & Limitations of Case Study Method

Posted by Md. Harun Ar Rashid | Aug 5, 2021 | Research Methodology

Case Study Method

The case study method is a very popular form of qualitative analysis and involves a careful and complete observation of a social unit, be that unit a person, a family, an institution, a cultural group, or even the entire community. It is a method of study in depth rather than breadth. The case study places more emphasis on the full analysis of a limited number of events or conditions and their interrelations. The case study deals with the processes that take place and their interrelationship. Thus, the case study is essentially an intensive investigation of the particular unit under consideration. The object of the case study method is to locate the factors that account for the behavior patterns of the given unit as an integrated totality.

“The case study method is a technique by which individual factor whether it be an institution or just an episode in the life of an individual or a group is analyzed in its relationship to any other in the group.” ( H. Odum )

“A comprehensive study of a social unit be that unit a person, a group, a social institution, a district or a community.” ( Pauline V. Young )

Case Study Method - Case Study Method | Characteristics, Advantages & Limitations of Case Study Method

The case study method is a form of qualitative analysis wherein careful and complete observation of an individual or a situation or an institution is done; efforts are made to study each and every aspect of the concerning unit in minute details and then from case data generalizations and inferences are drawn.

Characteristics: The essential characteristics of the case study method are as under:

The researcher can take one single social unit or more of such units for his study purpose, may even take a situation to study the same comprehensively.
To obtain enough information for drawing correct inferences.
To make a complete study of the social unit covering all facets.
Try to understand the complex factors that are operative within a social unit as an integrated totality.
The approach happens to be qualitative and not quantitative. Mere quantitative information is not collected. Every possible effort is made to collect information concerning all aspects of life.
To know the mutual inter-relationship of causal factors.
The behavior pattern of the concerning unit is studied directly and not by an indirect and abstract approach.
It results in fruitful hypotheses along with the data which may be helpful in testing them, and thus it enables the generalized knowledge to get richer and richer.

Advantages: There are several advantages of the case study method, some of them are being:

To understand fully the behavior pattern of the concerned unit.
Helps to obtain a real and enlightened record of personal experiences.
This method enables the researcher to trace out the natural history of the social unit and its relationship with the social factors and the forces involved in its surrounding environment.
It helps in formulating relevant hypotheses along with the data which may be helpful in testing them.
It facilitates the intensive study of social units that’s why the case study method is being frequently used, particularly in social researches.
It helps a lot to the researcher in the task of constructing the appropriate questionnaire.
The researcher can use different methods such as depth interviews, questionnaires, documents, study reports of individuals, and so on.
It has proved beneficial in determining the nature of units to be studied along with the nature of the universe. So it is known as the “mode of organizing data”.
It means to well understand the past of a social unit because of its emphasis on historical analysis, also it’s a technique to suggest measures for improvement in the context of the present environment of the concerned social units.
It represents a real record of personal experiences which very often escape the attention of most of the skilled researchers using other techniques.
It enhances the experience, analyzing ability, and skills of the researcher.
It facilitates the drawing of inferences and helps in maintaining the continuity of the research process.

Limitations: Important limitations of the case study method may as well be highlighted.

Case situations are seldom comparable and as such the information gathered in case studies is often not comparable. Since the subject under the case study tells history in his own words, logical concepts and units of scientific classification have to be read into it or out of it by the investigator.
Read Bain does not consider the case data as significant scientific data since they do not provide knowledge of the “impersonal, universal, non-ethical, non-practical, repetitive aspects of phenomena.”8 Real information is often not collected because the subjectivity of the researcher does enter in the collection of information in a case study.
The danger of false generalization is always there in view of the fact that no set rules are followed in the collection of the information and only a few units are studied.
It consumes more time and requires a lot of expenditure. More time is needed under the case study method since one studies the natural history cycles of social units and that too minutely.
The case data are often vitiated because the subject, according to reading Bain, may write what he thinks the investigator wants; and the greater the rapport, the more subjective the whole process is.
The case study method is based on several assumptions which may not be very realistic at times, and as such, the use of case data is always subject to doubt.
The case study method can be used only in a limited sphere, it is not possible to use it in the case of a big society. Sampling is also not possible under a case study method.
Response of the investigator is an important limitation of the case study method. He often thinks that he has full knowledge of the unit and can himself answer about it. In case the same is not true, then consequences follow. In fact, this is more the fault of the researcher rather than that of the case method.

Despite the above-stated limitations, we find that case studies are being undertaken in several disciplines, particularly in sociology, as a tool of scientific research in view of the several advantages indicated earlier. Most of the limitations can be removed if researchers are always conscious of these and are well trained in the modern methods of collecting case data and in the scientific techniques of assembling, classifying, and processing the same. Besides, case studies, in modern times, can be conducted in such a manner that the data are amenable to quantification and statistical treatment. Possibly, this is also the reason why case studies are becoming popular day by day.

Reference: Research Methodology written by C.R. Kothari

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Published: 22 July 2022

Nursing students’ use of social media in their learning: a case study of a Canadian School of Nursing

Catherine M. Giroux ORCID: orcid.org/0000-0003-1352-8501 1 &
Katherine A. Moreau ORCID: orcid.org/0000-0002-5955-1689 2

BMC Nursing volume 21 , Article number: 195 ( 2022 ) Cite this article

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Social media has diverse applications for nursing education. Current literature focuses on how nursing faculty use social media in their courses and teaching; less is known about how and why nursing students use social media in support of their learning.

The purpose of this study was to explore how nursing students use social media in their learning formally and informally.

This exploratory qualitative case study of a Canadian School of Nursing reports on the findings of interviews ( n = 9) with nursing students to explore how they use social media in their learning. Data were analyzed using a combined deductive and inductive coding approach, using three cycles of coding to facilitate category identification.

Results and conclusions

The findings demonstrate that participants use social media for formal and informal learning and specifically, as a third space to support their learning outside of formal institutional structures. Social media plays a role in the learning activities of nursing students studying both face-to-face and by distance. Accordingly, social media use has implications for learning theory and course design, particularly regarding creating space for student learning communities.

Peer Review reports

Social media are online platforms that allow users to connect with other users, curate lists of connections, and interact with each other within the same online platform [ 1 ]. They have applications for both formal and informal learning in health professions education (HPE). Formal learning refers to planned educational experiences, such as courses or assignments [ 2 ] whereas informal learning refers to what is learned through extracurricular activities [ 3 , 4 ]. With social media, formal learning may include such activities as using YouTube videos in class, while informal learning may involve students scrolling through Twitter and finding relevant learning content on their leisure time. Within the HPE literature, social media have been shown to facilitate electronic communication, networking, and real-time collaboration [ 5 , 6 ]. They have also assumed key educational and communicative roles during the COVID-19 pandemic [ 7 , 8 , 9 ]. Furthermore, they continue to allow individuals to engage in independent, informal learning on their own terms and in places of formal education, work, or broader social circles [ 10 ]. Several studies demonstrated how social media can be used to facilitate clinical and professional performance tasks, question-and-answer sessions, and the exploration of complex topics collaboratively; social media can also provide professional learning opportunities and facilitate networking with international practitioners [ 11 , 12 , 13 , 14 ]. Moreover, instructors have used Twitter to provide students with formative feedback in assessment, stimulate reflection and sharing, share daily learning goals, hold journal clubs, notify students of recent topical publications, and orient learners to clinical sites and educational rotations [ 15 , 16 , 17 ]. The literature suggests that the connections that students make using social media can translate to opportunities for mentorship and scholarship [ 18 ]. Moreover, social media may also engage geographically dispersed individuals to create or share content, collaborate in groups, and ultimately form a virtual community [ 19 , 20 ].

Within the nursing education literature, social media is well described as a tool selected by faculty for diverse formal teaching and learning purposes. For instance, several studies described using blogging to facilitate reflections as a teaching strategy for topics such as cultural competence, empathy, the therapeutic relationship, transitions to practice, and self-care [ 21 , 22 , 23 , 24 , 25 ]. The feedback system of the blogging interface provided students with opportunities to practice their reflection and problem-solving skills [ 26 , 27 ]. Some studies used social media to simulate patient encounters or transition experiences for nurses [ 25 , 28 , 29 ]. For example, Thomas et al. used a blog to simulate a new nurse who had just transitioned to practice; the blog was written from the new nurse’s perspective to help final year nursing students consider issues of delegating and supervising, adapting to change, risk and quality management, and legal and ethical issues as they prepared to transition to practice [ 25 ]. Students had to read the blog and post responses. Other studies focused on using Facebook or YouTube as collaborative and interactive tools to help nursing students prepare for examinations like the National Council Licensure Examination (NCLEX) [ 30 , 31 , 32 ]. Still, issues of professionalism arose in the nursing education literature, with some studies noting concerns about students’ online behaviour and potential implications for their reputations and licensure [ 5 , 33 ]. A 2021 narrative review found that learning about digital professionalism concepts as they relate to social media influenced how students behaved online [ 34 ]. Despite these potential professionalism implications, social media appears to be an effective tool to support formal learning in nursing education. A 2018 systematic review explored the effectiveness of using social media in nursing and midwifery education [ 35 ]. The authors found that the collaborative, interactive, and semi-synchronous nature of social media platforms may support knowledge and skill acquisition in nursing students.

Much of the extant undergraduate nursing education literature explores how social media is used in formal learning, specifically from the perspectives of the faculty who select the platforms to suit specific assignments or learning goals. Studies that focus on undergraduate students’ use of social media tended to explore specific platforms used and data analytics (i.e., hashtags used, number of views or shares). Less is known about how and why undergraduate nursing students themselves select social media platforms as an adjunct to their formal and informal learning activities. Thus, this exploratory qualitative case study aimed to address how and why undergraduate nursing students use social media to support their learning.

Theoretical considerations

Social learning theories like social constructivism are appropriate for framing studies involving social media because they view learning as an active and collaborative process [ 36 , 37 , 38 ]. Social constructivism is based on three assumptions: (1) meanings are constructed by humans as they engage with the world they are interpreting; (2) humans engage with their world and make sense of it based on their historical and social perspectives; and (3) the basic generation of meaning is social, arising from the interaction with a human community [ 36 ]. Social constructivism claims knowledge is acquired when subjective meanings are created in interaction with others, drawing on material from previous experiences to guide learning [ 36 , 37 , 38 ]. This study was informed by social constructivism, which influenced our research questions, data collection instruments, and approaches to data analysis.

Research design

The objective of this study was to explore how students at one Canadian School of Nursing used social media to support their learning. We addressed this objective through an exploratory qualitative single case study. Yin [ 39 ] describes a case study as an empirical inquiry that investigates a contemporary phenomenon in depth within its real-world context even when the boundaries between the context and phenomenon may not be evident. Case studies comprise an all-encompassing method, which influences the logic of design, data collection techniques, and approaches to data analyses. Case study research is particularly useful for answering how and why questions; single case studies are appropriate for cases that are critical, unusual, revelatory, and longitudinal [ 39 ]. Our study site represented a critical case since the variety of program delivery methods and modalities were critically aligned with social constructivism. The study site also represented an unusual case, with four distinct program options – including a distance program – for students to achieve a Bachelor of Science in Nursing (BScN) degree. This was a unique program in Canada at the time of the study. The study site did not have any social media policies published to their public-facing website during the time of the study, nor did they have any public-facing references to using social media formally in their programs published on their website.

Case study site and participants

This study took place at a small, relatively northern, Canadian university with a student population of approximately 5,090 students [ 40 ]. The School of Nursing, which includes 1191 students, offers four distinct, English-language, options for students to complete their BScN degree. These options include: 1) a standard four-year direct-entry nursing program; 2) an onsite Registered Practical Nurse (RPN) to BScN bridging program for students who previously obtained an RPN diploma and who are looking to subsequently obtain their BScN degree; 3) a part-time blended learning RPN to BScN bridging program for students currently working as RPNs who are looking to obtain their BScN; and 4) a second entry accelerated program for students who previously obtained an undergraduate degree. Only two of the nursing programs occur at the case study site itself. The second entry program is held in a large city to the south of the case study site. Additionally, students who partake in the RPN to BScN bridging program through blended learning live geographically dispersed throughout the province in which the case study site is located. Given the different program options, the participants in this study consisted of a mixture of face-to-face students and distance students. Additionally, due to the nature of the program options, some participants had pursued their nursing program as their first degree while others were already working as RPNs and had returned to school to obtain their BScN degree.

Participant recruitment and data collection

Participants were purposively recruited from a previous study, which consisted of a digital artifact collection that explored what content nursing students shared to their Twitter, Facebook, and Instagram accounts related to learning [ 41 ]. The twenty-four nursing students who participated in our previous study were contacted by email and invited to participate in this qualitative case study exploring how and why nursing students use social media to support their learning. These students were identified as potential participants because they had confirmed using social media for learning and thus, would be information-rich interviewees for the present study. All potential participants were provided with a Participant Information Letter and Informed Consent form. The data for this study were collected using semi-structured interviews. All interviews were conducted virtually via Zoom in the Fall of 2019, using a semi-structured interview guide that had been developed based on the research questions, our theoretical framework, and the literature (refer to Additional file 1 : Appendix). Prior to using the interview guide, it was piloted with two registered nurses. This pilot involved conducting two mock interviews and debriefing the interview guide with the participants to discuss the feasibility and appropriateness of the interview questions. The average interview length was 32 min, with the shortest being 21 min and the longest being 44 min long. We piloted the interview guide with two registered nurses prior to commencing the study. Each interview was audio-recorded and transcribed verbatim. Interview participation was incentivized with a $20 gift card to a local coffee chain.

Data analysis

We took a combined deductive and inductive approach to coding and analyzing the interview transcripts. We sought to achieve theoretical sufficiency, which is the stage at which codes and categories manage new data without requiring further modification [ 42 ]. To do this, we conducted three cycles of coding in MAXQDA (v.18.2). In the first cycle, a preliminary codebook − which was informed by our research question, theoretical framework, and the literature − facilitated descriptive and process coding [ 43 ]. In the second cycle of coding, we each independently inductively coded the data using both process coding and in vivo coding (i.e., using the participants’ own words) and compared and discussed our coding. In the third cycle of coding, we grouped these summaries into categories, themes, or constructs [ 43 ]. A combination of matrices and networks visually displayed the data and facilitated category identification [ 43 , 44 ].

Reflexivity and trustworthiness

Neither author is a Registered Nurse nor is affiliated with the case study site. Both authors have expertise in conducting educational research within the health professions and were involved in the study conceptualization, data collection, and analysis. We also took steps to ensure that our analyses were credible, dependable, confirmable, and transferable [ 45 , 46 ]. To establish credibility, we engaged in member-checking, wherein we provided the participants a copy of their interview transcripts so that they could ensure that their statements were accurately represented during transcription [ 45 , 47 ]. We also engaged in peer debriefing. In terms of dependability, each of us inductively coded the data, compared our coding, and discussed and resolved any inconsistencies. In addition, we used audit trails as a strategy to ensure confirmability. These audit trails documented each of our decisions made during the research process and would allow an independent auditor to follow our steps and decisions to establish the same conclusions about the data. Lastly, through purposeful sampling and information-rich interviewees, we were able to obtain thick descriptions of how and why the students use social media to support their learning. We also included detailed descriptions of our research processes. This level of description allows others to judge the contextual similarity and transferability of our study findings.

Ethical considerations

The interviews received formal institutional ethical approval (S-08–18-921) and approval from the study site (101916) in August 2019. We reviewed the informed consent form with each participant prior to commencing the interview and addressed any questions that they had. All participants verbally consented to participate in an interview and participants’ consent was recorded using Zoom video conference software, in accordance with our research ethics board approval.

Nine nursing students ( n = 9) participated in the individual interviews. All participants were female and ranged in age from 18 to 49. Five participants attended classes online in a blended program format that occurred by distance and four participants attended classes face-to-face. The findings demonstrate that participants used social media in numerous ways for both formal and informal learning purposes. Table 1 provides a thematic overview of how the nursing student participants use social media in support of their learning.

Formal learning

Participants reported using social media for a variety of purposes pertaining to formal learning. Table 2 provides exemplary participant quotes outlining their experiences using social media for formal learning purposes.

Sharing and clarifying course content

Several participants reported using social media to share content related to their courses and to clarify course content. Participant 7 explained how “when it comes to having, like, a large quantity of information, I think Facebook’s a better platform for that. Um, you’re able to share different links, you’re able to share pictures, videos, news articles, almost anything, it seems now”. Two participants (Participants 05 and 07) shared contrasting experiences with using social media formally in their distance classes to clarify course concepts. In this instance, a professor had shared YouTube videos in the course. While Participant 7 appreciated the inclusion of videos, Participant 5 found this approach to be lazy, especially since the professor did not create the videos but rather included videos that, according to Participant 5, students would likely search for on their own to assist their learning.

Supplementing university services

Eight participants indicated that Facebook was a good platform to supplement or highlight existing university services. Participant 5 explained how, as a distance student, they used Facebook to learn about the services available to students, like the university’s tutoring service, which Participant 5 found helpful for statistics. Participant 6 described how they used Facebook specifically for sharing course resources, since that platform might be easier at times than the typical learning management system.

Assignments and exams

The participants described using social media as a mechanism to complete their course assignments and to study for course exams and the National Council Licensure Examination (NCLEX). Social media appeared to be involved in the process of completing assignments; it also appeared to be the product of some assignments. Participant 5 described how “any group projects that we have to do would, which in an online program seems a little silly to me to do group projects but, um, we’d have to find a way to collaborate and it was often over Facebook or that sort of thing”. Participant 1 described creating a social media campaign for their community health class to help parents access vision care for their school-age children. Participant 3 shared how they found posts about how to pass the NCLEX the first time shared to social media and Participant 2 explained how they use social media to review for their course exams by dividing course content up amongst a small group of students and sharing review notes and summaries online. Participant 2 also described using social media platforms like Reddit to understand the patient experience based on what patients choose to share to these sites.

Informal learning

Participants indicated that they used social media for diverse informal learning purposes. Table 3 provides an overview of participants’ experiences using social media for informal learning.

Creating community

By far, students shared the value of social media for connecting with peers and the nursing community most frequently. Four participants spoke about how social media promotes connection between distance students. Participant 3 shared how social media “gives you that camaraderie that you’re missing in a classroom environment”. Four out of the five students who identified as an online student cited Facebook groups as being an important mechanism for connecting with their classmates who were spread throughout the province. One participant explained how “there is a group online, uh, [School Name] distance ed students so I use that quite a bit, um, just to get information on classes, um, what to expect from different professors, etc.” Five participants shared how social media helped them combat isolation in their learning. Participant 2 emphasized the importance of social media for connecting distance students, which was important since they did not have the same opportunities to meet their classmates face-to-face. Participant 1 described how participating in Facebook groups helped enhance both the academic and social aspects of their face-to-face learning experience. Participant 4 explained how “we find it’s been really useful, or even like finding little things, like finding rides to clinical and stuff like that. Like obviously not all of us can afford vehicles and stuff like that so just by helping each other out”. In fact, every participant who identified as a face-to-face student ( n = 4) spoke about the importance of Facebook groups to their learning experience since they contributed to building community and sharing resources.

Similarly, six participants shared how social media connected them with the broader nursing community, outside of their programs and university. Participant 6 described how social media could connect people across the country with experts in the field and the resources they have created. Participant 9 explained how social media could be used to “take my learning outside of the avenues that can be addressed and presented within a program or any program, really. So, it allows you to kind of step outside of that, see what’s happening with other people, how they’re learning…” Participant 1 described how social media allows them to connect with the nursing community on both social and academic levels through sharing memes and experiences on platforms like Instagram and Facebook. Participant 3 shared how social media “probably gives a good, like, um, a good alternative perspective on things, other than the teacher’s”.

‘Behind the scenes’ knowledge sharing

While the participants often spoke about content that was publicly available to them on social media, they also shared how they used social media for informal learning purposes in private or ‘behind the scenes’ ways. Five nursing students reported using social media to buy, sell, and share PDF versions of textbooks. Participant 5 shared how “people share PDFs of textbooks and all that sort of stuff, so it’s definitely saved me several hundred dollars”. Two participants expressed how they prefer social media to textbooks. Participant 9 described how their professors are “not the biggest towards textbooks because they said that the second they are printed they are out of date because of how fast information is changing within healthcare”. In this sense, Participant 9 found social media to be a helpful way to stay up to date with information that textbooks did not provide.

Similarly, three participants described using social media to discuss which professors were the best for each class. Participant 2 explained how “we often talk about which professors are the best for specific courses and so those classes tend to fill up really fast”. Participant 5 described how they use social media to ask questions about the university, share their perceptions of certain professors, and discuss which classes should or should not be taken at the same time. While eight of the nine interview participants actively participated in social media groups, three participants shared that the absence of faculty members in the social media groups could be problematic. Participant 2 suggested using more of the collaborative tools available on the university’s learning management system to eliminate some of the need for the social media groups and better include the faculty members. Participant 5 also found the absence of faculty members in the social media groups to be a problem and recommended involving faculty members in the private groups to correct misinformation and answer questions.

Scaffolding knowledge

In addition to sharing resources, three students indicated that the Facebook groups were essential for giving and receiving support throughout their nursing programs. Similarly, five nursing students shared how they use social media to review their clinical skills. Three participants used social media to review IV insertion. Participant 7 described how “I use Instagram, I follow someone, she, her, her tag is IV Queen or something like that, but she gives a lot of intravenous tips on how to insert IVs and how to care for them”. Participant 3 also described using YouTube videos to review IV compatibility. Participant 1 shared how they used YouTube to practice for their IV therapy lab. Participant 1 also described how “we have used some YouTube videos and tutorials and stuff in our labs where we’re able to view, like, for example just last week we were learning about central lines, um, so we looked at a video about how to do the dressing change for a central line”. Participant 1 also described how they use YouTube to learn about skills like ambulating patients prior to starting their surgical rotation so that they would understand what they were about to do on the rotation.

Why use social media

The study participants presented several reasons to use social media in support of their formal and informal learning activities; similarly, they also presented several reasons to be cautious of using social media for these purposes. Table 4 presents an overview of exemplary participant quotations presented thematically.

Credibility and relevance of sources

Seven participants discussed the credibility and relevance of the sources they found on social media. Participant 7 indicated that they find their friends and followers on social media do not tend to share a lot of content that “I don’t consider real, like the fake news, but it’s a lot of more credible sources, like major journal articles and stuff like that”. Participant 4 expressed that students are taking a risk in depending on social media rather than on their books and their notes. Other students, like Participant 6, emphasized the importance of developing critical thinking skills and being able to filter social media posts so that they could appropriately determine which sources were accurate or credible. Participant 8 indicated that relying on social media links provided by course professors was helpful since “you know if the instructors are posting those videos, then you know that they’re credible sources.”

Professors and professionalism

All nine nursing students shared how their professors, programs, and the importance of professionalism influenced their use of social media. Four participants shared that, perhaps with the exception of YouTube videos, their professors did not use social media in their teaching and discouraged its use by nursing students. Participant 6 explained that “social media is kind of shunned a lot in nursing because of that whole idea of don’t post anything, don’t share your clinical experiences and don’t, you know, breach privacy.” In some instances, participants reported that their professors did not use social media in their teaching but encouraged students to use it to complete course assignments, like learning portfolios. Participant 4 shared that “[the professors] really like the idea of us working together on things and utilizing each other to keep on track”, especially as it related to support during clinical placements.” Other participants described their professors incorporating podcasts, videos, and Reddit into their courses, which encouraged their use of social media for learning. Still, several participants expressed concerns related to professionalism on social media. Participant 3 explained how “I definitely avoid posting about like, things that involve substance use. I feel like there’s added pressure on people in certain, in various professions like healthcare and police that you should avoid because you’re supposed to uphold a certain image of the profession.”

Convenience and accessibility

Several participants discussed the convenience of social media. Two participants shared how it was easier for communication purposes than other methods (i.e., emails, calls, texts). Other participants described how social media provided a central repository for resources that could be easily accessed by classmates. However, Participants 3 and 5 highlighted some challenges to accessibility because of using social media for learning, notably poor internet connection and lack of transcriptions or alternative formats.

Engagement and distraction

Four participants shared how they found social media to be an engaging platform for learning in their nursing education. Participant 4 explained how social media helps highlight major class concepts in a variety of formats, which can be helpful for different learners. Several participants spoke about growing up with social media and how their previous experiences motivated them to use it as a tool to support their nursing education. Participant 6 explained how “I kind of grew up with technology and grew up with social media that I just know how to use it and know how to access it and don’t have a problem filtering out what I don’t need.” Despite how participants felt about social media’s potential for engagement, they also found it potentially distracting. This was a common theme amongst both face-to-face and distance students. Participant 2 described ending up in a “Facebook vortex, where I end up being on it for 2 h, not necessarily on that [program specific] group.”

The nursing student participants described multiple ways of using social media to support their learning. None of the students in this study described using social media for the same creative formal experiences as those published by Thomas et al. [ 25 ] wherein a course instructor developed a simulated student on Facebook for nursing students to interact with online. However, a couple of students outlined their experiences being required to use sites like Reddit to learn about the patient experience. Additionally, some participants described how they used social media to develop patient-oriented health advocacy campaigns for healthcare organizations, effectively demonstrating how social media is being used in their formal nursing education. The ways in which the nursing students use social media to support their formal learning demonstrate social media’s collaborative capacity for knowledge and information exchange for both on-campus and distance students [ 6 , 48 , 49 ]. The study participants used social media creatively to support their formal education; for instance, participants referenced program-specific Facebook groups where they could collectively decide on questions that they needed to ask their professors in class. This finding is consistent with that of Junco et al. [ 50 ], where they found social media to be a low-stress method for students to ask questions of their peers and educators.

Informally, participants indicated using social media to refresh their clinical skills before applying them in lab settings or during clinical rotations. While the findings of this study do not directly touch on the use of social media at the point-of-care, studies like that conducted by Hay et al. [ 51 ] demonstrate social media’s potential utility for enhanced clinical learning and patient safety. In this study, two participants described how they use social media, specifically YouTube videos, to help with patient education at the bedside. Moreover, the participants indicated that they took a cautious approach to using social media in their formal and informal learning out of concern for professionalism implications. Several students indicated that they had been warned about the repercussions of unprofessional online behaviour and had adjusted their behaviour accordingly. This finding is similar to that of a previous conducted narrative review by O’Connor et al. [ 34 ] that found that students were likely to change what content they shared using social media after learning about issues of professionalism.

Importantly, the participants in this study appeared to use social media as a third space. Aaen and Dalsgaard [ 52 ] describe the ‘third space’ as being one that emerges in boundaries or overlaps across spheres; they explain that third spaces emerge from a need for discourses that are unavailable or cannot be filled in existing settings. Participants described creating their own Facebook groups for their classes, cohorts, study groups, clinical groups, and programs. The students explained that faculty members were not present in their Facebook groups, although they did sometimes encourage students to join the groups to stay up to date on information. The participants shared that they used the groups to fill gaps in their education. Others described using the Facebook groups to create a sense of community they felt was missing in their distance learning. In fact, this study found that nursing students use social media in their education in several ways that are often hidden or ‘behind the scenes’. Aaen and Dalsgaard [ 52 ] found that Facebook formed a ‘third space’ that combined elements of academic, personal, and social communication that does not typically take place within conventional university structures or spaces. The findings of this study are similar in the sense that the nursing student participants used social media as a mechanism to collaborate, communicate, teach, and learn when traditional university avenues were unavailable to them.

This study has implications for learning theory in connected teaching and learning. Learning theories – and thus, approaches to teaching – have moved from behaviourist to constructivist in the age of technology [ 53 ]. Indeed, social learning theories like connectivism [ 54 ], Communities of Practice [ 55 ], and social constructivism [ 36 ] can reflect the realities of connected teaching and learning because they focus on collective learning and knowing in both physical and digital spaces. In the present study, social constructivism, specifically Vygotsky’s Zone of Proximal Development, is evident in the participants’ use of social media for formal and informal learning purposes. Vygotsky [ 56 ] defines the Zone of Proximal Development as “the distance between the actual development level as determined by independent problem solving and the level of potential development as determined through problem solving under adult guidance or in collaboration with capable peers” (p. 86). The participants in this study described using online social media groups to share information about course requirements, assignment information, and exam tips. Social media also appeared to be a method for students to consolidate, share, and engage in their learning as part of a larger social process. Several participants described experiences of scaffolding learning for their peers either within their own cohort or in cohorts behind them using social media groups. Scaffolding is a key component of Vygotsky’s Zone of Proximal Development and has applications for online course design; technical scaffolding allows learners to experience just-in-time instruction and be provided with resources to solve problems and generate new learning and understanding collaboratively online [ 57 ]. Thus, the online learning environment should provide learners with the resources, tools, and supports they need to build their own knowledge; scaffolding fades as learners develop their own knowledge and expertise [ 53 ].

Implications for nursing education policy and practice

This study demonstrates that nursing students are using social media in their educational practices both formally and informally. This use of social media has implications for teaching and learning in nursing education. Faculty members must consider the purposes for which nursing students are using social media, especially informally. One finding of this study suggested that nursing students turned to social media to fill perceived gaps – both academic and social – in their learning experience. If faculty members and schools of nursing are aware that social media is being used by nursing students for formal and informal teaching and learning purposes, it can be leveraged to achieve specific competencies and learning objectives. Based on this study, we have highlighted recommendations for nursing education policy and practice.

At the policy level, professional and appropriate social media communication could be included as an educational competency in nursing education programs, if not already stated in guiding curriculum frameworks. The purpose of this recommendation is not to discourage social media use but rather to develop competent online communicators who are equipped to use social media for teaching, learning, advocacy, and knowledge translation purposes. At the institution level, increased training for both faculty members and students on digital literacies, identifying credible online sources, and managing misinformation could help ensure faculty and students feel equipped to use digital tools like social media effectively in their teaching and learning. Finally, at the course level, some participants valued using social media to extend their learning while others were more reluctant to use it; thus, approaching the use of social media with flexibility and allowing for choice is essential. Providing optional opportunities to extend learning may help encourage participation on social media and help students discover how social media platforms can be used as learning tools informally within the nursing profession.

Limitations and future directions

This exploratory qualitative case study included individual semi-structured interviews with nursing students from one Canadian School of Nursing. Despite incentivizing interview participation, we were only able to recruit 9 of the 24 possible participants. It is also probable that those who participated were more interested in social media than those who did not participate. The interviews consisted of self-reported data from the perspectives of the participants. Although participants spoke about how their professors used social media in their courses, the professors’ perspectives were not included in this study, leaving a potential imbalance and area for future research. Moreover, our small qualitative sample did not allow for a stratified analysis based on the program delivery method. This type of analysis would be interesting to conduct with a larger, quantitative dataset. Lastly, while the interview guide included questions about the nursing student participants’ experiences using social media, it did not include questions about their cultural backgrounds. In future, it would be interesting to explore how students’ culture backgrounds influence how and why they use of social media.

Conclusions

The nursing students in this study described and demonstrated using social media to support their formal and informal learning. The participants also used social media as a third space, one that is separate from the traditional confines of the university. Within this space, participants merged their personal and academic discussions to collaborate, share resources, mentor one another, and connect with nursing experts and professional institutions. This use of social media has implications for teaching and learning in nursing education, especially regarding learning theory, scaffolding, and online course design.

Availability of data and materials

Due to the qualitative case study nature of this research, the data generated and analyzed during the current study are not publicly available to maintain the anonymity of the study participants. Data are available from the corresponding author on reasonable request.

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Giroux, C.M., Moreau, K.A. Nursing students’ use of social media in their learning: a case study of a Canadian School of Nursing. BMC Nurs 21 , 195 (2022). https://doi.org/10.1186/s12912-022-00977-0

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What is omnichannel marketing?

Picture this: you’re browsing online for some new work clothes, and you add something to your virtual cart but ultimately decide not to buy it. Then later, you see an ad on social media for the abandoned garment. Some scratch their heads at this, but it’s actually an example of omnichannel marketing.

The prefix “omni” means “all,” and “channel” is a reference to the many ways customers might interact with a company—in physical stores, by surfing the web, on social media, and in emails, apps, SMS, and other digital spaces. And this omnichannel approach can be a powerful way to meet your customers where they are, providing them good service in line with their preferences and needs. (Note that, in this article, we use the terms “customers,” “consumers,” and “shoppers” interchangeably in referring to omnichannel marketing in both B2B and B2C contexts.)

More and more, customers move across all channels—in person, online, and beyond—to get what they want. But not every customer is looking for the same thing, and omnichannel marketing acknowledges that. Some people want more services for certain transactions; others prefer low-touch, 24/7 interactions. Effective omnichannel marketing , then, happens when companies provide a set of seamlessly integrated channels, catering to customer preferences, and steer them to the most efficient solutions.

So why is omnichannel marketing important? Research on the omnichannel experience shows more than half of B2C customers engage with three to five channels each time they make a purchase or resolve a request. And the average customer looking to make a single reservation for accommodations (like a hotel room) online switched nearly six times between websites and mobile channels. If these customers encounter inconsistent information or can’t get what they need, they may lose interest in a brand’s products or services.

And this can translate into business outcomes. Omnichannel customers shop 1.7 times more than shoppers who use a single channel. They also spend more.

Sometimes the term omnichannel is used in the context of customer service or customer experience . And it’s also used as a descriptor of other elements that go into supporting an organization’s omnichannel efforts—for instance, omnichannel supply chains , which is shorthand for an approach in which companies ensure that their supply chains are optimally set up to support omnichannel marketing efforts.

What are examples of omnichannel?

Omnichannel approaches are commonly used in retail (both B2B and B2C ), but you’ll also find it in healthcare and other spaces. Medtech companies , for instance, use a variety of channels including digital marketing, inside sales, portal and e-commerce, and hybrid sales-rep interactions to engage with healthcare professionals.

Several omnichannel examples can illustrate various approaches:

Best Buy typically focuses on commerce (both in store and online), but boosted its in-store experience by creating offerings for customers to explore smart home-technology solutions, pairing them with free in-home advisory services. And its mobile app lets customers “scan to shop” from catalogs and curbside, or buy online and pick up merchandise in the store itself, smoothing the end-to-end journey for customers with the 24/7 tech support from its Geek Squad. Best Buy’s Totaltech support offer was compelling to customers—it launched with 200,000 memberships in 2018, which climbed to two million within a year.
Beauty retailer Sephora emphasizes omnichannel personalization, relying on rich in-app messaging, personalized push notifications, and easy ways for customers to book in-person consultations. Its in-store technology is a powerful complement that allows employees to access customer favorites and suggest products they might try next. Its loyalty program also plays an important role. The efforts are already driving value for Sephora: data showed that customers visiting the retail website within 24 hours of visiting a store were three times more likely to make a purchase, and orders were 13 percent higher than for other customers.
Nike takes an ecosystems view of omnichannel, extending the brand experience and offering customers an ever-growing platform of content, offers, and community interactions. Its SNKRS and Run Club apps, for example, facilitate in-person meetups, running groups, and events. It also has an app for delivering individual workouts and fitness programs, creating experiences that go far beyond shoe and apparel lines to meet customers in their day-to-day routines.

Learn more about our Retail and Growth, Marketing & Sales practices.

How has omnichannel been affected by the COVID-19 pandemic?

Omnichannel rose during the COVID-19 pandemic as more consumers turned to e-commerce. Due to the increased demand for contactless shopping during the height of the pandemic, US grocery stores saw 20 to 30 percent of their business shift to online . Before the pandemic, e-commerce accounted for just 3 to 4 percent of total sales for grocers.

The shifts made during the pandemic are likely to persist . In the pandemic, people gravitated to curbside pickup, “buy online, pay in store” models, and self-checkout at higher rates than in the past. And recent research indicates these behaviors are “sticky”—indeed, about 70 percent of people who first tried self-checkout in the pandemic say they’ll use it again.

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What do customers want out of the omnichannel experience.

Customers want a compelling and personalized omnichannel user experience with robust digital capabilities, both online and offline. About 60 to 70 percent of consumers research and shop both in stores and online . More concretely, over one-third of Americans made omnichannel features—think buying online and picking up in store or curbside—part of their regular shopping routines since the COVID-19 pandemic emerged. Nearly two-thirds of those individuals plan to continue doing so. And younger buyers, like Gen Zers, embrace omnichannel enthusiastically; these customers don’t think in terms of traditional channel boundaries, and they expect brands and retailers to provide a seamless experience, no matter where they are.

In a sense, all customers are omnichannel customers now, McKinsey partner Tiffany Burns explains in an episode of the McKinsey on Consumer and Retail podcast :

“Many retailers still think, ‘There are omnichannel interactions and store interactions, and I’m optimizing those two things separately. I have two different teams working on and thinking about those experiences.’ But as a consumer, when I go on the retailer’s website or app, I expect to see availability, a connection to what’s in the store, and a way to order things that I can pick up in store. I also expect to be able to stand in the aisle in the store and research a product. Today, consumers are figuring out workarounds to do all those things: they’re switching over from the app to Google, looking up the product, and searching for reviews.”

Organizations that make shopping a seamless omnichannel experience , or provide an app that helps customers find their way or see what’s in stock in the store, are already creating experiences that are a win for omnichannel customers .

Is omnichannel the same thing as phygital? And what is phygital, anyway?

Omnichannel is a business strategy, while “phygital” (a portmanteau that combines the word “physical” and “digital”) refers to the integration of the physical and digital worlds.

The term suggests a completely connected world that is both physical and digital at the same time . While fewer consumers are visiting brick-and-mortar stores and choosing to use e-commerce instead, more than 80 percent of retail sales still occur in a physical location . By 2030, the shopping experience will be highly personalized , and some activities may even take place in the metaverse . According to a recent survey, 80 percent of US adults want personalization from retailers with multiple, personalized touchpoints , which can include a mobile app, digital displays, interactive screens, tech-enabled associates, and point of sale.

What about omnichannel vs multichannel?

When it comes to omnichannel vs multichannel, the key difference is the focus at the center of all efforts. Omnichannel is a customer-centric approach in which all channels are integrated so the customer has a unified and consistent experience whether they are at a physical store, using an app, or on a website. Multichannel, in contrast, tends to revolve around products instead of customers. It aims to inform as many people as possible about the product or brand, and the channels are not linked, so the customer experience is often different for each channel.

An interview with an insurance executive, Eric Gewirtzman of BOLT , makes that distinction relatable: “Insurance customers are already moving between various channels,” Gewirtzman says. “But there’s a big difference between being multichannel and being omnichannel. Just because carriers have, say, an exclusive agent channel, an independent agent channel, and a website, doesn’t mean they’re omnichannel. Too often, consumers will get a different experience and different results depending on which channel they use. This has to change. If there is no awareness between the channels, sales are lost.”

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What is omnichannel personalization?

Omnichannel personalization refers to the way organizations might tailor the customer experience for individuals across physical and digital channels. This includes multiple touchpoints that cater to the customer’s preferences pre-visit, during the visit, and post-visit. Customers receive products, offers, and communications that are unique to them as individuals.

Efforts to personalize the omnichannel market can have a big payoff. Indeed, getting omnichannel personalization right could help companies increase revenue by 5 to 15 percent across the full customer base.

While companies recognize the power of omnichannel personalization, they may face roadblocks in implementing these efforts for a variety of reasons:

Omnichannel personalization requires a lot of investment in technology (both software and hardware). Personalizing physical spaces often starts from scratch because it requires enabling digital touchpoints such as screens, kiosks, or tablets for store associates, which may not exist.
It is difficult to deliver a seamless customer experience and train employees. The front line needs training to understand and reinforce the customer journey.
Traditionally, companies operate their digital and physical channels independently. Omnichannel personalization requires companies to rethink their organizational structure across both the digital and physical parts of the business .

These barriers, however, can be overcome. Five steps can help companies achieve omnichannel personalization :

Define the omnichannel personalization strategy and learning agenda. It’s crucial to develop a clear view on key moments of influence in the customer journey , and then identify what outcomes are desired at each step of that journey. Finally, an organization needs to prioritize use cases to test, looking at their ability to deliver business benefits and value to customers.
Address five digital touchpoints to activate personalized experiences in physical environments. Companies need to connect digital and physical footprints to drive omnichannel personalization, especially at touchpoints where these worlds converge. Five are particularly important: mobile apps, digital displays, interactive screens, tech-enabled associates, and point of sale.
Use an omnichannel “ decisioning engine ” to deliver experiences and measure performance. This can help organizations identify, quickly and accurately, the next best action to take with each customer.
Implement agile operating practices. Personalized marketing goes beyond mere technology; it requires new ways of working, and agile marketing teams can help in this regard.
Activate omnichannel personalization in the field. To bring all these elements together, a company’s sales force must be fully aligned and well trained. In-person teams could make your customer’s day, so frontline personnel need to support personalization efforts, understand their value, and use digital tools to deliver the complete experience.

What is omnichannel strategy?

An omnichannel strategy for marketing is a way of ensuring that your efforts drive tangible business value. Rather than rushing blindly into the space, or haphazardly approaching it, organizations should step back and think about underlying business value drivers. Excelling in omnichannel depends on a laser focus on value creation, looking at both strategic and customer priorities to craft the omnichannel strategy that will be most effective for their unique circumstances.

The most successful companies set their omnichannel strategy by leading with their strategic ambition and aspirations for customer experience. There are three primary omnichannel strategies :

Commerce. This prioritizes cross-channel shopping experience both in store and online.
Personalization. This strategy focuses on tailored, targeted, and relevant cross-channel engagement at scale.
Ecosystem. Here, the strategy aims to provide rich cross-channel platforms integrated with consumer needs and lifestyles.

Learn more about our Growth, Marketing & Sales practice.

What’s involved in omnichannel operations?

Organizations can build leading omnichannel operations , spanning a variety of areas. By strengthening the foundation of your omnichannel operations and focusing on strategy, structure, and processes, you could gain a performance edge.

Topics to explore include mastering omnichannel supply chains , creating a customer-centric supply chain strategy , designing the omnichannel distribution network of the future , reimagining the role of physical stores , and more.

What should I know about B2B omnichannel?

Omnichannel has become a permanent part of B2B sales , with e-commerce, face-to-face, and remote videoconference sales all a necessary part of buyers’ experience. According to a 2021 McKinsey survey of US-based B2B decision makers, 94 percent of respondents view today’s B2B omnichannel reality as being as effective or more effective than before COVID-19. The findings also revealed that B2B customers regularly use ten or more channels to interact with suppliers, up from five in 2016.

B2B omnichannel efforts can be a path to grow an organization’s market share, but loyalty is up for grabs, with customers more willing than ever to switch suppliers for a better omnichannel experience. B2B decision makers use more channels than ever before to interact with suppliers, and being attuned to those channels will be important.

There are five must-dos for B2B companies seeking to retain customer loyalty and succeed in omnichannel:

offer a performance guarantee (nearly 80 percent of B2B customers say it’s crucial)
show product availability online
enable purchases over any channel
provide customer service in real time
ensure the customer experience is consistent as buyers toggle between channels

While B2C omnichannel efforts might be the first to spring to mind, omnichannel experience is crucial to giving all customers a better and more seamless journey.

For more in-depth exploration of these topics, see McKinsey’s insights on marketing and sales —and check out omnichannel-related job opportunities if you’re interested in working at McKinsey.

Articles referenced include:

“ The new B2B growth equation ,” February 23, 2022, Arun Arora , Liz Harrison , Max Magni, Candace Lun Plotkin , and Jennifer Stanley
“ Omnichannel: The path to value ,” April 30, 2021, Holly Briedis, Brian Gregg , Kevin Heidenreich, and Wei Wei Liu
“ Omnichannel shopping in 2030 ,” April 9, 2021, Praveen Adhi , Eric Hazan , Sajal Kohli , and Kelsey Robinson
“ Redefine the omnichannel approach: Focus on what truly matters ,” June 22, 2020, Jorge Amar , Raelyn Jacobson , Becca Kleinstein, and Allison Shi
“ The end of shopping’s boundaries: Omnichannel personalization ,” February 10, 2020, Gal Gitter, Meg Raymond, Kelsey Robinson , and Jamie Wilkie

Want to know more about omnichannel marketing?

Omnichannel: The path to value

The new B2B growth equation

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The “case” for case studies: why we need high-quality examples of global implementation research

Blythe beecroft.

1 Fogarty International Center, US National Institutes of Health, Bethesda, USA

Rachel Sturke

2 National Cancer Institute, US National Institutes of Health, Bethesda, USA

Rohit Ramaswamy

3 Cincinnati Children’s Hospital Medical Center, Cincinnati, USA

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Not applicable.

Rigorous and systematic documented examples of implementation research in global contexts can be a valuable resource and help build research capacity. In the context of low- and middle-income countries (LMICs), there is a need for practical examples of how to conduct implementation studies. To address this gap, Fogarty’s Center for Global Health Studies in collaboration with the Cincinnati Children's Hospital Medical Center and the National Cancer Institute is commissioning a collection of implementation science case studies in LMICs that describe key components of conducting implementation research, including how to select, adapt, and apply implementation science models, theories, and frameworks to these settings; develop and test implementation strategies; and evaluate implementation processes and outcomes. The case studies describe implementation research in various disease areas in LMICs around the world. This commentary highlights the value of case study methods commonly used in law and business schools as a source of “thick” (i.e., context-rich) description and a teaching tool for global implementation researchers. It addresses the independent merit of case studies as an evaluation approach for disseminating high-quality research in a format that is useful to a broad range of stakeholders. This commentary finally describes an approach for developing high-quality case studies of global implementation research, in order to be of value to a broad audience of researchers and practitioners.

Contributions to the literature

Reinforcing the need for “thick” (i.e., context-rich) descriptions of implementation studies
Highlighting the utility of case studies as a dissemination strategy for researchers, practitioners, and policymakers
Articulating the value of detailed case studies as a teaching tool for global implementation researchers
Describing a method for developing high-quality case studies of global implementation research

Research capacity for implementation science remains limited in low- and middle-income countries (LMICs). Various stakeholders, including NIH-funded implementation researchers and practitioners, often inquire about how to apply implementation science methods and have requested additional resources and training to support implementation capacity building. This is in part due to a dearth of practical examples for both researchers and practitioners of how to select, adapt, and apply implementation science models, theories, and frameworks to these settings; how to evaluate implementation processes and outcomes; and how to develop and test implementation strategies. The need for detailed documentation of implementation research in all settings has been well established, and guidelines for documentation of implementation research studies have been created [ 1 , 2 ]. But the mere availability of checklists and guidelines in and of themselves does not result in comprehensive documentation that is useful for learning, as has been pointed out by many systematic reviews of implementation science and quality improvement studies ([ 3 , 4 ]). It has also been observed that documentation alone is not enough, and there is a need for mentors to translate abstract theories into context-appropriate research designs and practice approaches [ 5 ]. Because of the especially acute shortage of mentors and coaches in LMIC settings, we propose that documentation with “thick” descriptions that go beyond checklists and guidelines are needed to make the field more useful to emerging professionals [ 6 ]. We suggest that the case study method intended to “explore the space between the world of theory and the experience of practice” [ 7 ] that has been used successfully for over a century by law and business schools as a teaching aid can be of value to develop detailed narratives of implementation research projects. In this definition, we are not referring to the case study as a qualitative research method [ 8 ], but as a rich and detailed method of retrospective documentation to aid teaching, practice, and research. In this context, our case studies are akin to “single-institution or single-patient descriptions” [ 9 ] called “case reports” or “case examples” in other fields. As these terms are rarely used in global health, we have used the words “case studies” in this paper but reiterate that they do not refer to case study research designs.

Fogarty’s Center for Global Health Studies (CGHS) in collaboration with the Cincinnati Children's Hospital Medical Center and the National Cancer Institute (NCI) is commissioning a collection of implementation science case studies that describe implementation research focusing on various disease areas in different (LMIC) contexts around the world. These case study descriptions will provide guidance on the process of conducting implementation science studies and will highlight the impact these studies have had on practice and policy in global health contexts. This brief note makes a case for using case studies to document and disseminate implementation research, describes the CGHS approach to case study development and poses evaluation questions that need to be answered to better understand the utility of case studies. This effort is intended to develop a set of useful examples for LMIC researchers, practitioners, and policymakers, but also to assess and improve the use of case studies as a tested documentation methodology in implementation research.

The “case” for case studies

A preliminary landscape analysis of the field conducted by CGHS found that there are not many descriptions of global implementation science projects in a case study format in the peer-reviewed or gray literature, and those that exist are embedded in the content of academic teaching materials. There is not a cohesive collection, especially relating to health, that illustrates how implementation research has been conducted in varied organizations, countries, or disease areas. This new collection will add value in three different ways: as a dissemination strategy, as a tool for capacity building, and as a vehicle for stimulating better research.

Case studies as a dissemination strategy

Case studies have independent merit as an evaluation approach for disseminating high-quality research in a format that is useful to a broad range of stakeholders. The Medical Research Council (MRC) has recommended process evaluation as a useful approach to examine complex implementation, mechanisms of impact, and context [ 10 ]. Guidelines on documentation of implementation recommend that researchers should provide “detailed descriptions of interventions (and implementation strategies) in published papers, clarify assumed change processes and design principles, provide access to manuals and protocols that provide information about the clinical interventions or implementation strategies, and give detailed descriptions of active control conditions” [ 1 ]. Case studies can be thought of as a form of post hoc process evaluation, to disseminate how the delivery of an intervention is achieved, the mechanisms by which implementation strategies produce change, or how context impacts implementation and related outcomes.

Case studies as a capacity building tool

In addition, case studies can address the universal recognition of the need for more capacity building in Implementation Science , especially in LMIC settings. Case studies have been shown to address common pedagogical challenges in helping students learn by allowing students to dissect and explore limitations, adaptations, and utilization of theories, thereby creating a bridge between theories presented in a classroom and their application in the field [ 11 ]. A recent learning needs assessment for implementation researchers, practitioners, and policymakers in LMICs conducted by Turner et al. [ 12 ] reflected a universal consensus on the need for context-specific knowledge about how to apply implementation science in practice, delivered in an interactive format supported by mentorship. A collection of case studies is a valuable and scalable resource to meet this need.

Using case studies to strengthen implementation research

Descriptions of research using studies can illustrate not just whether implementation research had an impact on practice and policy, but how, why, under what circumstances, and to whom, which is the ultimate goal of generating generalizable knowledge about how to implement. Using diverse cases to demonstrate how a variety of research designs have been used to answer complex implementation questions provides researchers with a palette of design options and examples of their use. A framework developed by Minary et al. [ 13 ] illustrates the wide variety of research designs that are useful for complex interventions, depending on whether the emphasis is on internal and external validity or whether knowledge about content and process or about outcomes is more important. A collection of case studies would be invaluable to researchers seeking to develop appropriate designs for their work. In addition, the detailed documentation provided through these case descriptions will hopefully motivate researchers to document their own studies better using the guidelines described earlier.

Developing and testing the case study creation process: the CGHS approach

Writing case studies that satisfy the objectives described above is an implementation science undertaking in itself that requires the engagement of a variety of stakeholders and planned implementation strategies. The CGHS team responsible for commissioning the case studies began this process in 2017 and followed the approach detailed below to test the process of case study development.

Conducted 25+ consultations with various implementation science experts on gaps in the field and the relevance of global case studies
Convened a 15-member Steering Committee 1 of implementation scientists with diverse expertise, from various academic institutions and NIH institutes to serve as technical experts and to help guide the development and execution of the project
Developed a case study protocol in partnership with the Steering Committee to guide the inclusion of key elements in the case studies
Commissioned two pilot cases 2 to assess the feasibility and utility of the case study protocol and elicited feedback on the writing experience and how it could be improved as the collection expands
Led an iterative pilot writing process where each case study writing team developed several drafts, which were reviewed by CGHS staff and a designated member of the Steering Committee
Truncated and adjusted the protocol in response to input from the pilot case study authors teams
Developed a comprehensive grid with the Steering Committee, outlining the key dimensions of implementation science that are significant and would be important areas of focus for future case studies. The grid will be used to evaluate potential case applicants and is intended to help foster diversity of focus and content, in addition to geography

Implementing the process: the call for case studies

In March of 2021, CGHS issued a closed call for case studies to solicit applications from a pool of researchers. Potential applicants completed the comprehensive grid in addition to a case study proposal. Applicants will go through a three-tier screening and review process. CGHS will initially screen the applications for completeness to ensure all required elements are present. Each case study application will then be reviewed by two Steering Committee members for content and scientific rigor and given a numerical score based on the selection criteria. Finally, the CGHS team will screen the applications to ensure diversity of implementation elements, geography, and disease area. Approximately 10 case studies will be selected for development in an iterative process. Each case team will present their case drafts to the Steering Committee, which will collectively workshop the drafts in multiple sittings, drawing on the committee’s implementation science expertise. Once case study manuscripts are accepted by the Steering Committee, they will be submitted to Implementation Science Communications for independent review by the journal. CGHS intends for the case studies to be published collectively, but on a rolling basis as they are accepted for publication.

Future research: evaluating the effectiveness of the case study approach

This commentary has put forth arguments for the potential value of case studies for documenting implementation research for researchers, practitioners, and policymakers. Case studies not only provide a way to underscore how implementation science can advance practice and policy in LMICs, but also offer guidance on how to conduct implementation research tailored to global contexts. However, there is little empirical evidence about the validity of these arguments. The creation of this body of case studies will allow us to study why, how, how often, and by whom these case studies are used. This is a valuable opportunity to learn and use that information to better inform future use of this approach as a capacity-building or dissemination strategy.

Conclusions

Similar to their use in law and business, case study descriptions of implementation research could be an important mechanism to counteract the paucity of training programs and mentors to meet the demands of global health researchers. If the evaluation results indicate that the case study creation process produces useful products that enhance learning to improve future implementation research, a mechanism needs to be put in place to create more case studies than the small set that can be generated through this initiative. There will be a need to create a set of documentation guidelines that complement those that currently exist and a mechanism to solicit, review, publish, and disseminate case studies from a wide variety of researchers and practitioners. Journals such as Implementation Science or Implementation Science Communications can facilitate this effort by either creating a new article type or by considering a new journal with a focus on rigorous and systematic case study descriptions of implementation research and practice. An example that could serve as a guide is BMJ Open Quality , which is a peer-reviewed, open-access journal focused on healthcare improvement. In addition to original research and systematic reviews, the journal publishes two article types: Quality Improvement Report and Quality Education Report to document healthcare quality improvement programs and training. The journal offers resources for authors to document their work rigorously. Recently, a new journal titled BMJ Open Quality South Asia has been released to disseminate regional research. We hope that our efforts in sponsoring and publishing these cases, and in setting up a process to support their creation, will make an important contribution to the field and become a mechanism for sharing knowledge that accelerates the growth of implementation science in LMIC settings.

Acknowledgements

The findings and conclusions in this manuscript are those of the authors and do not necessarily represent any official position or policy of the US National Institutes of Health or the US Department of Health and Human Services or any other institutions with which authors are affiliated.

Abbreviations

LMICs	Low- and middle-income countries
CGHS	Center for Global Health Studies
NCI	National Cancer Institute
MRC	Medical Research Council

Authors’ contributions

BB, RS, and GN contributed to the conceptualization of the manuscript with leadership from RR. BB and RS drafted the main text. RR and GN reviewed and contributed additional content to further develop the text. All authors have read and agreed to the contents of the final draft of the manuscript.

Availability of data and materials

Declarations.

The authors declare that they have no competing interests.

1 Rohit Ramaswamy, CCHMC, Gila Neta, NCI NIH, Theresa Betancourt, BC, Ross Brownson, WASU, David Chambers, NCI NIH, Sharon Straus, University of Toronto, Greg Aarons, UCSD, Bryan Weiner, UW, Sonia Lee, NICHD NIH, Andrea Horvath Marques, NIMH NIH, Susannah Allison, NIMH NIH, Suzy Pollard, NIMH NIH, Chris Gordon, NIMH NIH, Kenny Sherr, UW, Usman Hamdani, HDR Foundation Pakistan, Linda Kupfer, FIC NIH

2 The first pilot case was led by the Human Development Research Foundation (HDRF) in Pakistan and examines scaling up evidenced-based care for children with developmental disorders in rural Pakistan. The second pilot was led by Boston College and investigates alternate delivery platforms and implementation models for bringing evidence-based behavioral Interventions to scale for youth facing adversity in Sierra Leone to close the mental health treatment gap.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

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Case Study Advantages and Disadvantages

2. Holistic Understanding

3. Examination of rare and Unusual Phenomena

4. Helps Reveal the Experiences of Marginalzied Groups

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