{"title":"Qualitative Research Part 2: Conducting qualitative research","authors":"Marie Crowe, Jenni Manuel","doi":"10.1111/jpm.13123","DOIUrl":null,"url":null,"abstract":"<p>This paper follows the paper exploring the place of qualitative research in mental health nursing practice. It moves from the methodologies to the method of conducting qualitative research. It will explore three key components of the research process: developing a research question, data collection, and data analysis. It also considers some of the limitations of qualitative research.</p><p>All qualitative research processes pivot on the research question. The question will determine both the methodology and the method of conducting the research. It encapsulates the object of the research inquiry and facilitates the research process. Ideally, its focus would be the patient's experience of some aspect of mental health nursing practice. A good place to start is to identify an area of mental health nursing interest or consider those taken-for-granted aspects of practice e.g., the patient's experience of admission, treatment, a specific intervention, the relationship with nurses, and the psychiatric process. The next step is to explore the literature on the topic and what studies have been undertaken.</p><p>The research needs to contribute to new knowledge, so it is important to identify gaps in the literature. For example, your interest may be the use of observations in an acute inpatient setting as a strategy to manage risk. You would need to explore the nursing literature and the broader literature on observation and risk management and the mental health nursing literature. Most research raises further questions, and it is these unanswered questions that require further investigation. There will be relevant studies that have focused on observation and risk management, but your goal is to identify those aspects of the findings that raise further questions. Studies may have examined patients' experiences of observations from different perspectives, and your question may develop from those findings e.g., one study found that patients' sleep was disturbed by nursing observations at night (Veale et al. <span>2020</span>). You may choose to develop a subsequent question around what patients think may be more helpful or the patients' experience of sleep deprivation and its impact on recovery.</p><p>Another strategy for developing a research question is to focus your exploration of the literature on systematic and integrative reviews and qualitative meta-syntheses. Observations may be regarded as a form of restrictive practice so you would need to look at the literature reviews on this topic. For example, an integrative review of patient preferences related to restrictive practices (Lindekilde et al. <span>2024</span>) reported that factors such as environment, communication and duration were found to influence patients' preferences. After exploring a range of literature, a research question could be developed inquiring about the types of communication that patients would prefer when they are being observed, or what factors in the environment could improve risk management strategies.</p><p>Once a research question has been developed the next step is to decide on a research strategy. A question needs to be developed and a methodology chosen that is congruent. For example, if it is the lived phenomenological experience the question might be what is the patient's lived experience of time when they are under constant observation. From a grounded theory perspective, the question might be what does it mean to be under constant observation? A discourse analytic approach would be focused on the discourses so might be what discourses patients draw on to describe their experiences of observation. For thematic analysis, the research question can be less directed but still needs to focus on the quality of the experience such as what is the patient's experience of observation.</p><p>Examples of research questions that drive the research process include: What are forensic psychiatric inpatients' experiences of being in a seclusion room? (Askew, Fisher, and Beazley <span>2020</span>); what is the nature and meaning of engagement for practitioners and service users within assertive outreach services (Wright, Callaghan, and Bartlett <span>2011</span>); what are the experiences of depressed adolescents who had recently engaged in a preferred intensity exercise intervention? (Carter et al. <span>2016</span>).</p><p>The next steps involve deciding on eligibility criteria, a process for recruitment, ethical approval and data collection. All these steps are dependent on the research question and the decisions undertaken need to reflect the chosen qualitative methodology. The most common type of qualitative data collection is interviews either one-to-one or focus groups. Before collecting the data it is usual to develop semi-structured interview prompts. These are prompts to keep the focus on the research question. You need to consider the rationale for each prompt in terms of the overarching question. Interviews will need to be recorded and transcribed so that they become texts for analysis.</p><p>Data saturation is a term that often accompanies qualitative data collection i.e., data collection will continue until data saturation. This can be defined as information redundancy or the point at which no new themes or codes ‘emerge’ from data. However Braun and Clarke (<span>2021</span>) argue that this is not consistent with the values and assumptions of reflexive thematic analysis. They propose that meaning is generated through interpretation of, not excavated from, data, and therefore judgements about ‘how many’ data items, and when to stop data collection, are inescapably situated and subjective, and cannot be determined (wholly) in advance of analysis. Decisions about sample size are thus determined by the research question and situated within the context of the research process.</p><p>The analysis of data is determined by the research methodology; however, most qualitative data analysis is concerned with inductively identified themes. If a phenomenological approach is used the analysis may focus on data related to lived time, lived space, lived relations and lived body. In grounded theory, the analysis is iterative and uses a constant comparison technique to develop codes and relationships between codes. In discourse analysis, the analysis involves identifying the discourses being drawn upon in the transcript and an exploration of those discourses. In thematic analysis, a process of coding, grouping and interpreting themes is used from a specific theoretical position e.g., critical realism. In all qualitative analyses, the research question is central and not the person's responses to specific questions. Qualitative analysis aims to identify findings related to the research question, the interview prompts should be used as tools for collecting relevant data.</p><p>Some qualitative studies analyse the data according to the interview prompts but these should not be the focus. The interview prompts facilitate reflection and articulation of the research question but are not substitutes for the research question. Using interview questions as themes represents an underdeveloped analysis (Braun and Clarke <span>2006</span>). Such analyses are better suited to content analysis. Most qualitative methods require thematic analysis (phenomenological, grounded theory, thematic analysis) that examines the relationships and meanings in the categories to identify themes.</p><p>Qualitative research is underpinned by a philosophical position that assumes that experiences can be accurately and fully articulated in language and that the person's perspective is a fixed representation of their subjective experience (Crowe <span>1998</span>). It can be argued that these assumptions about the ability of language to accurately and fully reveal subjective experience are cultural rather than natural. Cultures determine what attributes of subjectivity and individual action are acceptable. Western culture has constructed ‘normal’ subjectivity as involving displays of unitariness, moderation, rationality and productivity (Crowe <span>2000</span>). We are required to articulate our subjective experiences in ways that demonstrate an ability to distinguish an internal and external world while recognising the two as separate (unitariness). We are also required to provide some value to our society (productivity), regulate our impulses, speech and actions (moderation), and we demonstrate allegiance to social expectations of literalness, objectivity and fixity (rationality).</p><p>Qualitative research is a good fit with mental health nursing practice. It is also a good fit for understanding the people we care for. As this paper has emphasised the research question is central to all phases of the research process. It is important to spend time developing this question upon which the research will sit. The next paper in this series will describe the process of preparing the research for publication.</p><p>The authors declare no conflicts of interest.</p>","PeriodicalId":50076,"journal":{"name":"Journal of Psychiatric and Mental Health Nursing","volume":"32 1","pages":"256-258"},"PeriodicalIF":2.9000,"publicationDate":"2024-10-03","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://www.ncbi.nlm.nih.gov/pmc/articles/PMC11704982/pdf/","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Journal of Psychiatric and Mental Health Nursing","FirstCategoryId":"3","ListUrlMain":"https://onlinelibrary.wiley.com/doi/10.1111/jpm.13123","RegionNum":4,"RegionCategory":"医学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"NURSING","Score":null,"Total":0}
引用次数: 0
Abstract
This paper follows the paper exploring the place of qualitative research in mental health nursing practice. It moves from the methodologies to the method of conducting qualitative research. It will explore three key components of the research process: developing a research question, data collection, and data analysis. It also considers some of the limitations of qualitative research.
All qualitative research processes pivot on the research question. The question will determine both the methodology and the method of conducting the research. It encapsulates the object of the research inquiry and facilitates the research process. Ideally, its focus would be the patient's experience of some aspect of mental health nursing practice. A good place to start is to identify an area of mental health nursing interest or consider those taken-for-granted aspects of practice e.g., the patient's experience of admission, treatment, a specific intervention, the relationship with nurses, and the psychiatric process. The next step is to explore the literature on the topic and what studies have been undertaken.
The research needs to contribute to new knowledge, so it is important to identify gaps in the literature. For example, your interest may be the use of observations in an acute inpatient setting as a strategy to manage risk. You would need to explore the nursing literature and the broader literature on observation and risk management and the mental health nursing literature. Most research raises further questions, and it is these unanswered questions that require further investigation. There will be relevant studies that have focused on observation and risk management, but your goal is to identify those aspects of the findings that raise further questions. Studies may have examined patients' experiences of observations from different perspectives, and your question may develop from those findings e.g., one study found that patients' sleep was disturbed by nursing observations at night (Veale et al. 2020). You may choose to develop a subsequent question around what patients think may be more helpful or the patients' experience of sleep deprivation and its impact on recovery.
Another strategy for developing a research question is to focus your exploration of the literature on systematic and integrative reviews and qualitative meta-syntheses. Observations may be regarded as a form of restrictive practice so you would need to look at the literature reviews on this topic. For example, an integrative review of patient preferences related to restrictive practices (Lindekilde et al. 2024) reported that factors such as environment, communication and duration were found to influence patients' preferences. After exploring a range of literature, a research question could be developed inquiring about the types of communication that patients would prefer when they are being observed, or what factors in the environment could improve risk management strategies.
Once a research question has been developed the next step is to decide on a research strategy. A question needs to be developed and a methodology chosen that is congruent. For example, if it is the lived phenomenological experience the question might be what is the patient's lived experience of time when they are under constant observation. From a grounded theory perspective, the question might be what does it mean to be under constant observation? A discourse analytic approach would be focused on the discourses so might be what discourses patients draw on to describe their experiences of observation. For thematic analysis, the research question can be less directed but still needs to focus on the quality of the experience such as what is the patient's experience of observation.
Examples of research questions that drive the research process include: What are forensic psychiatric inpatients' experiences of being in a seclusion room? (Askew, Fisher, and Beazley 2020); what is the nature and meaning of engagement for practitioners and service users within assertive outreach services (Wright, Callaghan, and Bartlett 2011); what are the experiences of depressed adolescents who had recently engaged in a preferred intensity exercise intervention? (Carter et al. 2016).
The next steps involve deciding on eligibility criteria, a process for recruitment, ethical approval and data collection. All these steps are dependent on the research question and the decisions undertaken need to reflect the chosen qualitative methodology. The most common type of qualitative data collection is interviews either one-to-one or focus groups. Before collecting the data it is usual to develop semi-structured interview prompts. These are prompts to keep the focus on the research question. You need to consider the rationale for each prompt in terms of the overarching question. Interviews will need to be recorded and transcribed so that they become texts for analysis.
Data saturation is a term that often accompanies qualitative data collection i.e., data collection will continue until data saturation. This can be defined as information redundancy or the point at which no new themes or codes ‘emerge’ from data. However Braun and Clarke (2021) argue that this is not consistent with the values and assumptions of reflexive thematic analysis. They propose that meaning is generated through interpretation of, not excavated from, data, and therefore judgements about ‘how many’ data items, and when to stop data collection, are inescapably situated and subjective, and cannot be determined (wholly) in advance of analysis. Decisions about sample size are thus determined by the research question and situated within the context of the research process.
The analysis of data is determined by the research methodology; however, most qualitative data analysis is concerned with inductively identified themes. If a phenomenological approach is used the analysis may focus on data related to lived time, lived space, lived relations and lived body. In grounded theory, the analysis is iterative and uses a constant comparison technique to develop codes and relationships between codes. In discourse analysis, the analysis involves identifying the discourses being drawn upon in the transcript and an exploration of those discourses. In thematic analysis, a process of coding, grouping and interpreting themes is used from a specific theoretical position e.g., critical realism. In all qualitative analyses, the research question is central and not the person's responses to specific questions. Qualitative analysis aims to identify findings related to the research question, the interview prompts should be used as tools for collecting relevant data.
Some qualitative studies analyse the data according to the interview prompts but these should not be the focus. The interview prompts facilitate reflection and articulation of the research question but are not substitutes for the research question. Using interview questions as themes represents an underdeveloped analysis (Braun and Clarke 2006). Such analyses are better suited to content analysis. Most qualitative methods require thematic analysis (phenomenological, grounded theory, thematic analysis) that examines the relationships and meanings in the categories to identify themes.
Qualitative research is underpinned by a philosophical position that assumes that experiences can be accurately and fully articulated in language and that the person's perspective is a fixed representation of their subjective experience (Crowe 1998). It can be argued that these assumptions about the ability of language to accurately and fully reveal subjective experience are cultural rather than natural. Cultures determine what attributes of subjectivity and individual action are acceptable. Western culture has constructed ‘normal’ subjectivity as involving displays of unitariness, moderation, rationality and productivity (Crowe 2000). We are required to articulate our subjective experiences in ways that demonstrate an ability to distinguish an internal and external world while recognising the two as separate (unitariness). We are also required to provide some value to our society (productivity), regulate our impulses, speech and actions (moderation), and we demonstrate allegiance to social expectations of literalness, objectivity and fixity (rationality).
Qualitative research is a good fit with mental health nursing practice. It is also a good fit for understanding the people we care for. As this paper has emphasised the research question is central to all phases of the research process. It is important to spend time developing this question upon which the research will sit. The next paper in this series will describe the process of preparing the research for publication.
本文旨在探讨质性研究在心理健康护理实践中的地位。它从方法论转向进行定性研究的方法。它将探讨研究过程的三个关键组成部分:开发研究问题,数据收集和数据分析。它还考虑了定性研究的一些局限性。所有的定性研究过程都以研究问题为中心。这个问题将决定进行研究的方法论和方法。它概括了研究调查的对象,促进了研究过程。理想情况下,它的重点是病人对心理健康护理实践的某些方面的体验。一个好的起点是确定一个心理健康护理感兴趣的领域,或者考虑那些实践中被认为理所当然的方面,例如,患者的入院经历、治疗、特定干预、与护士的关系以及精神病学过程。下一步是探索关于该主题的文献以及已经进行的研究。研究需要贡献新的知识,因此找出文献中的空白是很重要的。例如,您的兴趣可能是在急性住院患者环境中使用观察作为管理风险的策略。你需要探索护理文献和更广泛的关于观察和风险管理的文献以及心理健康护理文献。大多数研究都提出了进一步的问题,而这些未解决的问题需要进一步的调查。会有相关的研究集中在观察和风险管理上,但你的目标是找出这些发现中提出进一步问题的那些方面。研究可能从不同的角度检查了患者的观察经历,你的问题可能从这些发现中发展出来,例如,一项研究发现患者的睡眠受到夜间护理观察的干扰(Veale et al. 2020)。你可以选择发展一个后续的问题,围绕病人认为什么可能更有帮助,或者病人的睡眠剥夺经历及其对恢复的影响。提出研究问题的另一种策略是将你对文献的探索集中在系统和综合评论以及定性元综合上。观察可能被视为一种限制性实践,因此您需要查看有关该主题的文献综述。例如,一项与限制性实践相关的患者偏好的综合综述(Lindekilde et al. 2024)报告称,环境、沟通和持续时间等因素会影响患者的偏好。在探索了一系列文献之后,可以开发一个研究问题,询问患者在被观察时更喜欢的交流类型,或者环境中的哪些因素可以改善风险管理策略。一旦研究问题形成,下一步就是确定研究策略。需要提出一个问题,并选择一种一致的方法。例如,如果这是活生生的现象学经验,那么问题可能是,当病人被持续观察时,他们对时间的活生生的经验是什么。从扎根理论的角度来看,问题可能是,持续观察意味着什么?话语分析方法会关注话语,所以可能是病人用来描述观察经验的话语。对于专题分析,研究问题可以不那么直接,但仍然需要关注体验的质量,例如患者的观察体验是什么。推动研究过程的研究问题的例子包括:法医精神科住院病人在隔离室的经历是什么?(Askew, Fisher, and Beazley 2020);在自信的外展服务中,从业人员和服务用户参与的性质和意义是什么(Wright, Callaghan, and Bartlett, 2011);抑郁症青少年最近进行了首选的强度运动干预,他们的经历是什么?(Carter et al. 2016)。接下来的步骤包括确定资格标准、招聘流程、道德审批和数据收集。所有这些步骤都取决于研究问题,所做的决定需要反映所选择的定性方法。最常见的定性数据收集类型是一对一访谈或焦点小组访谈。在收集数据之前,通常会编写半结构化的面试提示。这些提示让你把注意力集中在研究问题上。您需要根据首要问题考虑每个提示的基本原理。访谈需要被记录和转录,以便它们成为分析的文本。 数据饱和是一个经常伴随着定性数据收集的术语,也就是说,数据收集将一直持续到数据饱和。这可以定义为信息冗余或没有新主题或代码从数据中“出现”的点。然而,Braun和Clarke(2021)认为这与反思性主题分析的价值和假设不一致。他们提出,意义是通过对数据的解释产生的,而不是从数据中挖掘出来的,因此,关于“有多少”数据项以及何时停止数据收集的判断,不可避免地是定位和主观的,不能(完全)在分析之前确定。因此,关于样本量的决定是由研究问题决定的,并置于研究过程的背景下。数据的分析是由研究方法决定的;然而,大多数定性数据分析都与归纳确定的主题有关。如果使用现象学方法,则分析可能侧重于与生活时间,生活空间,生活关系和生活身体相关的数据。在扎根理论中,分析是迭代的,并使用恒定的比较技术来开发代码和代码之间的关系。在话语分析中,分析包括识别文本中所引用的话语并对这些话语进行探索。在主题分析中,从特定的理论立场(如批判现实主义)出发,对主题进行编码、分组和解读。在所有的定性分析中,研究问题是中心,而不是人对具体问题的反应。定性分析的目的是找出与研究问题相关的发现,访谈提示应该作为收集相关数据的工具。一些定性研究根据面试提示分析数据,但这些不应成为重点。访谈提示有助于研究问题的反思和表达,但不能替代研究问题。使用面试问题作为主题是一种欠发达的分析(Braun and Clarke 2006)。这样的分析更适合于内容分析。大多数定性方法需要主题分析(现象学,基础理论,主题分析),检查类别中的关系和意义,以确定主题。定性研究的基础是一种哲学立场,即假设经验可以准确而充分地用语言表达,并且人的视角是他们主观经验的固定表征(Crowe 1998)。可以认为,这些关于语言准确、充分地揭示主观经验的能力的假设是文化的,而不是自然的。文化决定了主体性和个人行为的哪些属性是可以接受的。西方文化构建了“正常的”主体性,包括统一性、中庸、理性和生产力的表现(Crowe 2000)。我们需要以一种能够区分内部和外部世界的能力来表达我们的主观体验,同时认识到两者是分开的(统一性)。我们还需要为我们的社会提供一些价值(生产力),规范我们的冲动、言语和行为(节制),我们表现出对社会对字面性、客观性和固定性(理性)的期望的忠诚。质性研究与心理健康护理实践相适应。它也很适合理解我们关心的人。正如本文所强调的,研究问题是研究过程中所有阶段的核心。重要的是要花时间来发展这个问题,这将是研究的基础。本系列的下一篇论文将描述准备发表研究的过程。作者声明无利益冲突。
期刊介绍:
The Journal of Psychiatric and Mental Health Nursing is an international journal which publishes research and scholarly papers that advance the development of policy, practice, research and education in all aspects of mental health nursing. We publish rigorously conducted research, literature reviews, essays and debates, and consumer practitioner narratives; all of which add new knowledge and advance practice globally.
All papers must have clear implications for mental health nursing either solely or part of multidisciplinary practice. Papers are welcomed which draw on single or multiple research and academic disciplines. We give space to practitioner and consumer perspectives and ensure research published in the journal can be understood by a wide audience. We encourage critical debate and exchange of ideas and therefore welcome letters to the editor and essays and debates in mental health.