Reporting Grounded Theory: Is COREQ Enough?

IF 3.5 3区 医学 Q1 NURSING
Martina Barbieri, Andrea Moro, Mariarosaria Gammone, Daniela Cattani, Lara Delbene, Talita Sallai, Roger Watson, Gianluca Catania, Milko Zanini, Loredana Sasso, Annamaria Bagnasco
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As a result, the reporting checklists hosted on the EQUATOR website have become essential tools for authors, reviewers and editors in the scientific community.</p><p>The EQUATOR Network hosts an extensive array of reporting guidelines, including highly specific checklists tailored to various study designs (Bond and Hopewell <span>2015</span>). The resources in the EQUATOR website are organised to allow authors to select the most appropriate checklist based on the study design (EQUATOR Network <span>2025</span>). However, as shown in Table 1, most of these checklists focus on quantitative methodologies, while for qualitative research, among the tools available on the website (Table 1), qualitative researchers tend primarily to use two main tools: the COREQ (Consolidated Criteria for Reporting Qualitative Research) (Tong et al. <span>2007</span>) and the SRQR (Standards for Reporting Qualitative Research) (O'Brien et al. <span>2014</span>). Although these two guidelines were designed to be broadly applicable to qualitative studies, their generic nature has led to several limitations.</p><p>COREQ, the most frequently used, focuses primarily on studies involving interviews and focus groups, but has been criticised for promoting a narrow model of qualitative research and for encouraging methodological incongruence when applied across diverse qualitative approaches. Its limited attention to theoretical positioning and its prescriptive use of certain practices reduce its suitability as a universal reporting tool (Braun and Clarke <span>2024</span>). Similarly, the SRQR is comprehensive in scope but lacks specificity, offering no clear criteria for defining rigour, which limits its usefulness for assessing the quality of qualitative studies or their findings—particularly across diverse epistemological and methodological orientations (Smith et al. <span>2018</span>). These limitations have sparked an ongoing debate in the qualitative research community. Scholars have questioned not only the adequacy of the existing checklists (King <span>2021</span>) but also the very appropriateness of using checklist-based approaches for qualitative reporting (Morse <span>2021</span>).</p><p>Given the inherent variability, flexibility and interpretive nature of qualitative methodologies, many argue that rigid checklist frameworks may oversimplify or misrepresent the richness of qualitative inquiry (King <span>2021</span>). While reporting guidelines are undeniably useful, there is a growing recognition of the need for more nuanced and epistemologically coherent tools (Morse <span>2021</span>). An important contribution in this direction was proposed by Braun and Clarke, who developed a reporting approach known as BQQRG (Big Q Qualitative Reporting Guidelines) (Braun and Clarke <span>2025</span>). Their method attempts to overcome the quantitative logic embedded in most checklists by offering a more qualitative-sensitive structure, grounded in epistemological consistency and linguistic alignment with qualitative paradigms.</p><p>The BQQRG is a reflective and subjective guide designed to support the methodological quality and coherence of Big Q qualitative research, offering a thoughtful and pedagogical alternative to standardised checklists, such as COREQ and SRQR. The tool thus aims to offer a broad and cross-cutting perspective, encompassing all the key elements that characterise Big Q qualitative research. It identifies practices that are consistent with this research tradition, as well as those that should be avoided. Intentionally flexible in nature, the tool outlines a set of foundational research principles that should remain consistent across all Big Q studies, regardless of contextual factors. Therefore, it serves both pedagogical and strategic purposes: helping less experienced researchers navigate qualitative reporting and providing a tool to resist inappropriate editorial or peer-review demands (Braun and Clarke <span>2025</span>). Another key area that warrants attention may be the need to differentiate reporting tools tailored to specific qualitative designs.</p><p>Just as quantitative research encompasses a variety of study designs—each with distinct methodological and theoretical foundations—qualitative research is similarly diverse, with unique ontological assumptions, methodological procedures and key authors shaping each tradition (Smith et al. <span>2018</span>). We believe that recognising and respecting this diversity will enhance the quality and credibility of qualitative manuscripts. Reporting tools that are better aligned with the specificities of each design could provide more meaningful guidance for authors, supporting both the writing and review processes. To explore this issue further, we propose a comparative reflection between the GUREGT (Guideline for Reporting and Evaluating Grounded Theory Research Studies) (Hansen and Grimshaw-Aagaard <span>2018</span>), specifically developed for grounded theory studies, and the non-specific COREQ.</p><p>A preliminary comparison between GUREGT and more general checklists, such as COREQ, reveals several substantial differences in structure, focus and epistemological alignment. Both tools adopt a more rigid structure compared with the BQQRG and, in terms of item wording, often employ terminology that does not always align harmoniously with the qualitative research context (e.g., both tools use the term ‘data collection’). However, there are substantial differences between the two. COREQ clearly reflects a structure modelled on quantitative research checklists, with minimal effort to incorporate considerations specific to qualitative inquiry. Its recommendation for use in studies employing interviews or focus groups—data collection strategies that are not universally used in qualitative research—significantly limits its applicability, ultimately requiring a high degree of generalisation and lack of specificity in its items.</p><p>GUREGT, on the contrary, focuses specifically on the three main methodological approaches to grounded theory. This focus ensures a clear ontological and epistemological orientation, which resonates throughout the tool and provides internal coherence to its content. Each item in the checklist is explained and contextualised in relation to these approaches. As a result, researchers choosing to adopt this tool are likely to be guided by relevant and comprehensive prompts that are well aligned with the selected methodology. Although the specific guideline appears to better address the reporting needs of grounded theory researchers, our exploratory review of the literature suggests that it has not been widely adopted.</p><p>We conducted a search on PubMed using the free-text term ‘grounded theory’, filtering the results by title and abstract only, and focusing on publications from 2018 onward, the year in which GUREGT was published. The search returned 8389 records. It is worth noting that not all of these are empirical studies that adopted the grounded theory methodology; the results also include, for example, articles discussing how to conduct grounded theory research, as well as editorials and discussion papers. However, when checking on Google Scholar how many times the paper by Hansen and Grimshaw-Aagaard (<span>2018</span>) has been cited, we found that, out of 79 citations, only eight referred to its use for reporting a grounded theory study. 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Whether through the development of new guidelines or the refinement of existing ones, it is essential to broaden the current repertoire to reflect more accurately the methodological diversity of qualitative research. At the same time, it is crucial that the development of such tools remains grounded in, and explicitly integrates, the foundational principles articulated by Braun and Clarke (<span>2025</span>), which should serve as a common and enduring reference point for all scholars engaged in qualitative inquiry. While we focused here on grounded theory as a case example—given the existence of a dedicated reporting tool—the considerations outlined are relevant to all qualitative research designs.</p><p>We therefore encourage experts in qualitative methodology to keep contributing to the development or formal recognition of tailored reporting guidelines that reflect the epistemological and methodological specificities of different qualitative approaches. 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引用次数: 0

Abstract

Exploring patient experiences of clinical nursing is an important aspect of clinical research. Grounded theory is an excellent way of addressing complex, naturalistic clinical nursing issues to improve care by better understanding the social processes involved in the illness journey, health event or care episode. Ensuring that such grounded theory research is robust and rigorous is important as it will influence clinical practice.

The EQUATOR (Enhancing the QUAlity and Transparency Of health Research) Network was established in 2006 at the Centre for Statistics in Medicine, University of Oxford, with the goal of improving the reliability and value of health research literature by promoting transparent and accurate reporting (Moher et al. 2008). Since its inception, the EQUATOR Network has become a central reference point in academic publishing, especially in health-related disciplines, leading the five main scientific publishing groups to rely on EQUATOR guidelines to shape the author guidelines for indexed journals, assess manuscript quality and guide the reporting process (Smith et al. 2018). As a result, the reporting checklists hosted on the EQUATOR website have become essential tools for authors, reviewers and editors in the scientific community.

The EQUATOR Network hosts an extensive array of reporting guidelines, including highly specific checklists tailored to various study designs (Bond and Hopewell 2015). The resources in the EQUATOR website are organised to allow authors to select the most appropriate checklist based on the study design (EQUATOR Network 2025). However, as shown in Table 1, most of these checklists focus on quantitative methodologies, while for qualitative research, among the tools available on the website (Table 1), qualitative researchers tend primarily to use two main tools: the COREQ (Consolidated Criteria for Reporting Qualitative Research) (Tong et al. 2007) and the SRQR (Standards for Reporting Qualitative Research) (O'Brien et al. 2014). Although these two guidelines were designed to be broadly applicable to qualitative studies, their generic nature has led to several limitations.

COREQ, the most frequently used, focuses primarily on studies involving interviews and focus groups, but has been criticised for promoting a narrow model of qualitative research and for encouraging methodological incongruence when applied across diverse qualitative approaches. Its limited attention to theoretical positioning and its prescriptive use of certain practices reduce its suitability as a universal reporting tool (Braun and Clarke 2024). Similarly, the SRQR is comprehensive in scope but lacks specificity, offering no clear criteria for defining rigour, which limits its usefulness for assessing the quality of qualitative studies or their findings—particularly across diverse epistemological and methodological orientations (Smith et al. 2018). These limitations have sparked an ongoing debate in the qualitative research community. Scholars have questioned not only the adequacy of the existing checklists (King 2021) but also the very appropriateness of using checklist-based approaches for qualitative reporting (Morse 2021).

Given the inherent variability, flexibility and interpretive nature of qualitative methodologies, many argue that rigid checklist frameworks may oversimplify or misrepresent the richness of qualitative inquiry (King 2021). While reporting guidelines are undeniably useful, there is a growing recognition of the need for more nuanced and epistemologically coherent tools (Morse 2021). An important contribution in this direction was proposed by Braun and Clarke, who developed a reporting approach known as BQQRG (Big Q Qualitative Reporting Guidelines) (Braun and Clarke 2025). Their method attempts to overcome the quantitative logic embedded in most checklists by offering a more qualitative-sensitive structure, grounded in epistemological consistency and linguistic alignment with qualitative paradigms.

The BQQRG is a reflective and subjective guide designed to support the methodological quality and coherence of Big Q qualitative research, offering a thoughtful and pedagogical alternative to standardised checklists, such as COREQ and SRQR. The tool thus aims to offer a broad and cross-cutting perspective, encompassing all the key elements that characterise Big Q qualitative research. It identifies practices that are consistent with this research tradition, as well as those that should be avoided. Intentionally flexible in nature, the tool outlines a set of foundational research principles that should remain consistent across all Big Q studies, regardless of contextual factors. Therefore, it serves both pedagogical and strategic purposes: helping less experienced researchers navigate qualitative reporting and providing a tool to resist inappropriate editorial or peer-review demands (Braun and Clarke 2025). Another key area that warrants attention may be the need to differentiate reporting tools tailored to specific qualitative designs.

Just as quantitative research encompasses a variety of study designs—each with distinct methodological and theoretical foundations—qualitative research is similarly diverse, with unique ontological assumptions, methodological procedures and key authors shaping each tradition (Smith et al. 2018). We believe that recognising and respecting this diversity will enhance the quality and credibility of qualitative manuscripts. Reporting tools that are better aligned with the specificities of each design could provide more meaningful guidance for authors, supporting both the writing and review processes. To explore this issue further, we propose a comparative reflection between the GUREGT (Guideline for Reporting and Evaluating Grounded Theory Research Studies) (Hansen and Grimshaw-Aagaard 2018), specifically developed for grounded theory studies, and the non-specific COREQ.

A preliminary comparison between GUREGT and more general checklists, such as COREQ, reveals several substantial differences in structure, focus and epistemological alignment. Both tools adopt a more rigid structure compared with the BQQRG and, in terms of item wording, often employ terminology that does not always align harmoniously with the qualitative research context (e.g., both tools use the term ‘data collection’). However, there are substantial differences between the two. COREQ clearly reflects a structure modelled on quantitative research checklists, with minimal effort to incorporate considerations specific to qualitative inquiry. Its recommendation for use in studies employing interviews or focus groups—data collection strategies that are not universally used in qualitative research—significantly limits its applicability, ultimately requiring a high degree of generalisation and lack of specificity in its items.

GUREGT, on the contrary, focuses specifically on the three main methodological approaches to grounded theory. This focus ensures a clear ontological and epistemological orientation, which resonates throughout the tool and provides internal coherence to its content. Each item in the checklist is explained and contextualised in relation to these approaches. As a result, researchers choosing to adopt this tool are likely to be guided by relevant and comprehensive prompts that are well aligned with the selected methodology. Although the specific guideline appears to better address the reporting needs of grounded theory researchers, our exploratory review of the literature suggests that it has not been widely adopted.

We conducted a search on PubMed using the free-text term ‘grounded theory’, filtering the results by title and abstract only, and focusing on publications from 2018 onward, the year in which GUREGT was published. The search returned 8389 records. It is worth noting that not all of these are empirical studies that adopted the grounded theory methodology; the results also include, for example, articles discussing how to conduct grounded theory research, as well as editorials and discussion papers. However, when checking on Google Scholar how many times the paper by Hansen and Grimshaw-Aagaard (2018) has been cited, we found that, out of 79 citations, only eight referred to its use for reporting a grounded theory study. In 43 cases, the paper was used to guide the writing of GT-based studies; in six cases, it was cited in methodological papers; in five cases, it was used in review contexts for quality appraisal; in five cases, it was cited in research protocols; and finally, 12 citing articles could not be retrieved or were not written in English. This suggests that most authors of grounded theory studies tend to use tools, such as COREQ and SRQR when it comes to reporting their studies.

This pattern may be partially explained by the fact that authors are often encouraged—explicitly or implicitly—to adopt the reporting tools recommended by journals, which in turn tend to align with those listed on the EQUATOR Network, a situation which highlights a critical gap and points to the need for the EQUATOR Network to integrate qualitative-specific reporting tools. Whether through the development of new guidelines or the refinement of existing ones, it is essential to broaden the current repertoire to reflect more accurately the methodological diversity of qualitative research. At the same time, it is crucial that the development of such tools remains grounded in, and explicitly integrates, the foundational principles articulated by Braun and Clarke (2025), which should serve as a common and enduring reference point for all scholars engaged in qualitative inquiry. While we focused here on grounded theory as a case example—given the existence of a dedicated reporting tool—the considerations outlined are relevant to all qualitative research designs.

We therefore encourage experts in qualitative methodology to keep contributing to the development or formal recognition of tailored reporting guidelines that reflect the epistemological and methodological specificities of different qualitative approaches. Importantly, we advocate for the inclusion of such tools within the EQUATOR Network, to ensure their visibility and accessibility. This would support researchers in producing transparent, rigorous and contextually appropriate reports of qualitative studies in clinical nursing and healthcare-related research, ultimately contributing to the overall improvement of their scientific quality and impact—and subsequently, influencing clinical practice in a robust manner.

The authors declare no conflicts of interest.

报告基础理论:COREQ是否足够?
探索临床护理患者体验是临床研究的一个重要方面。扎根理论是解决复杂的、自然的临床护理问题的一种极好的方式,通过更好地理解疾病历程、健康事件或护理事件中涉及的社会过程来改善护理。确保这样的理论研究是稳健和严谨的是重要的,因为它将影响临床实践。赤道(提高卫生研究的质量和透明度)网络于2006年在牛津大学医学统计中心建立,其目标是通过促进透明和准确的报告来提高卫生研究文献的可靠性和价值(Moher等人,2008年)。自成立以来,EQUATOR网络已成为学术出版的中心参考点,特别是在与健康相关的学科中,导致五个主要科学出版集团依赖EQUATOR指南来制定索引期刊的作者指南,评估手稿质量并指导报告过程(Smith et al. 2018)。因此,EQUATOR网站上的报告核对表已经成为科学界作者、审稿人和编辑的基本工具。EQUATOR网络拥有大量的报告指南,包括针对各种研究设计量身定制的高度具体的清单(Bond and Hopewell 2015)。EQUATOR网站上的资源被组织起来,允许作者根据研究设计选择最合适的清单(EQUATOR Network 2025)。然而,如表1所示,这些检查清单大多侧重于定量方法,而对于定性研究,在网站上可用的工具中(表1),定性研究人员倾向于主要使用两个主要工具:COREQ(定性研究报告综合标准)(Tong等人,2007)和SRQR(定性研究报告标准)(O'Brien等人,2014)。虽然这两项准则旨在广泛适用于定性研究,但它们的通用性导致了一些限制。COREQ是最常用的,主要侧重于涉及访谈和焦点小组的研究,但被批评为促进定性研究的狭隘模式,并鼓励在不同定性方法中应用时的方法不一致。它对理论定位的有限关注和对某些实践的规范性使用降低了它作为通用报告工具的适用性(Braun和Clarke 2024)。同样,SRQR在范围上是全面的,但缺乏特异性,没有提供明确的标准来定义严谨性,这限制了其评估定性研究质量或其发现的有效性,特别是在不同的认识论和方法论方向上(Smith et al. 2018)。这些限制在定性研究界引发了一场持续的争论。学者们不仅质疑现有清单的充充性(King 2021),而且质疑使用基于清单的方法进行定性报告的适当性(Morse 2021)。鉴于定性方法固有的可变性、灵活性和解释性,许多人认为,严格的清单框架可能会过度简化或歪曲定性调查的丰富性(King 2021)。虽然报告指南无疑是有用的,但人们越来越认识到需要更细微和认识论上连贯的工具(Morse 2021)。Braun和Clarke在这个方向上做出了重要贡献,他们开发了一种称为BQQRG(大Q定性报告指南)的报告方法(Braun和Clarke 2025)。他们的方法试图通过提供一种基于认识论一致性和与定性范式的语言一致性的更定性敏感的结构,来克服大多数清单中嵌入的定量逻辑。BQQRG是一个反思和主观的指南,旨在支持大Q定性研究的方法质量和一致性,为标准化检查表(如COREQ和SRQR)提供一个深思熟虑的教学替代方案。因此,该工具旨在提供一个广泛和跨领域的视角,包括大Q定性研究的所有关键要素。它确定了与这一研究传统一致的实践,以及应该避免的实践。该工具在本质上是灵活的,它概述了一套基本的研究原则,这些原则应该在所有大Q研究中保持一致,而不考虑上下文因素。因此,它服务于教学和战略目的:帮助经验不足的研究人员驾驭定性报告,并提供一种工具来抵制不适当的编辑或同行评审要求(Braun和Clarke 2025)。 因此,我们鼓励定性方法专家继续为制定或正式承认反映不同定性方法的认识论和方法特殊性的量身定制的报告指南做出贡献。重要的是,我们主张将这些工具纳入赤道网络,以确保其可见性和可及性。这将支持研究人员对临床护理和卫生保健相关研究的定性研究发表透明、严谨和符合环境的报告,最终有助于全面提高其科学质量和影响,并随后以强有力的方式影响临床实践。作者声明无利益冲突。
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来源期刊
CiteScore
6.40
自引率
2.40%
发文量
0
审稿时长
2 months
期刊介绍: The Journal of Clinical Nursing (JCN) is an international, peer reviewed, scientific journal that seeks to promote the development and exchange of knowledge that is directly relevant to all spheres of nursing practice. The primary aim is to promote a high standard of clinically related scholarship which advances and supports the practice and discipline of nursing. The Journal also aims to promote the international exchange of ideas and experience that draws from the different cultures in which practice takes place. Further, JCN seeks to enrich insight into clinical need and the implications for nursing intervention and models of service delivery. Emphasis is placed on promoting critical debate on the art and science of nursing practice. JCN is essential reading for anyone involved in nursing practice, whether clinicians, researchers, educators, managers, policy makers, or students. The development of clinical practice and the changing patterns of inter-professional working are also central to JCN''s scope of interest. Contributions are welcomed from other health professionals on issues that have a direct impact on nursing practice. We publish high quality papers from across the methodological spectrum that make an important and novel contribution to the field of clinical nursing (regardless of where care is provided), and which demonstrate clinical application and international relevance.
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