Mixed Methods Research (original) (raw)

• Definition
• Examples
• When To Use
• Research Designs
• Integration
• Practical Steps
• Benefits
• Disadvantages

What are mixed methods?

Mixed methods research integrates both quantitative and qualitative research methods within a single study or across multiple related studies.

• Quantitative Methods: Used to identify trends and relationships between variables, uses methods such as experiments, surveys, biological measures, and structured observations to gather numerical data.
• Qualitative Methods: Valuable for understanding participant experiences and perspectives, employs methods like interviews, focus groups, analysis of open-ended text, and observational field notes to gather non-numerical data.

Mixed methods research is particularly useful when a research question requires a multifaceted approach that can simultaneously explore trends in data and the nuances of individual experiences.

Integration, a key concept in mixed methods research, is the intentional combining of quantitative and qualitative research in such a way that they become interdependent and work together to achieve a common research goal.

For example, examining changes in school funding (quantitative) alongside teacher and student narratives (qualitative) about educational quality in a school district can provide a more comprehensive understanding of the relationship between funding and the actual experiences of those within the school system.

Several factors make mixed methods research distinct from conducting separate quantitative and qualitative studies. A few of these defining factors are:

• Rigorous Methods: It is not sufficient to merely include both quantitative and qualitative components within a study; both the quantitative and qualitative strands of the research should follow rigorous methods independently. One way to ensure this rigor is to match quantitative and qualitative data sources to guarantee parallel concepts are investigated.
• Integration: Integration, a key aspect of mixed methods research, involves intentionally combining quantitative and qualitative research to create interdependence and synergy between the two approaches. There are multiple potential levels of integration, including at the design, methods, and representation levels.
• Rationale: Researchers must clearly justify their reason for utilizing a mixed methods design, demonstrating that a mixed method approach is either necessary or will yield superior results in comparison to using a single methodology.

Examples

Here are some examples of how people use mixed methods research in real life:

Mixed methods research is a powerful tool that can be used to answer complex research questions in a way that neither quantitative nor qualitative research can do alone:

1. Researchers could conduct a study to understand the impact of a new school-based mental health program on student well-being. Qualitative data could be collected through interviews with students and teachers to explore their experiences with the program and identify any barriers or facilitators to implementation. This data could then be used to explain variations in quantitative data on student mental health outcomes, such as changes in depression or anxiety symptoms.
2. A mixed methods study could be used to investigate the relationship between patient satisfaction and health outcomes following a specific medical procedure, such as surgery. Qualitative data from patient interviews or focus groups could provide insights into the reasons behind varying levels of satisfaction. Researchers could then connect these qualitative findings with quantitative data on post-surgical complications, recovery time, or readmission rates to see if there are correlations or patterns.
3. Researchers could use a mixed methods approach to examine the effectiveness of a teacher training program on student academic achievement in a particular subject, like mathematics. Quantitative data on student test scores before and after the training could be combined with qualitative data from teacher interviews and classroom observations. This integration of data could help determine if improvements in student performance are related to changes in teaching practices resulting from the training.

When to use mixed methods research

Researchers should clearly articulate their reasons for using a mixed methods research design. This rationale helps reviewers and other researchers understand why this design is the most appropriate for addressing the research questions.

1. Triangulation: When researchers want to double-check their findings, they can use mixed methods. This involves comparing results from quantitative and qualitative strands to confirm findings and enhance the validity of the study.
2. Complementarity: When researchers need to explain confusing results, they can use mixed methods to get a clearer picture. This aims to elaborate on or clarify the findings of one strand with the results of the other strand. This approach can be particularly useful when quantitative findings are statistically significant but lack practical meaning or when qualitative findings need further clarification.
3. Development: When researchers need to design a good survey or test, they can use mixed methods. This rationale involves using the results from one method to help develop or inform the other method. This can include using qualitative findings to develop and validate an instrument for the quantitative strand, or using quantitative findings to identify specific participants or groups for the qualitative strand.
4. Initiation: This is when researchers want to explore differences in findings from different methods. By comparing different perspectives, they can develop new interpretations of what they’re studying. It leverages the strengths of each approach to clarify, contextualize, and enrich the overall findings, rather than focusing on resolving contradictions.
5. Expansion: When researchers want to learn more about something, they can use mixed methods. This rationale seeks to expand the breadth and range of a study by using mixed methods to investigate different components of a research question or to study different research questions within the same study.

Mixed methods research designs provide researchers with a structured approach to combining qualitative and qualitative data. Creswell and Plano Clark (2018) identify three core mixed methods designs:

Convergent Parallel Design

Convergent parallel design involves simultaneously collecting quantitative and qualitative data, analyzing these datasets separately, and then merging the results for interpretation.

For example, this design could be used to understand domestic violence and abuse among gay and bisexual men by matching data from semi-structured interviews with survey data.

Here’s how it works:

• The process includes collecting data for both strands concurrently but separate from each other, analyzing each independent strand, and merging them.
• The key feature is that both types of data are given equal priority and are collected within a short time interval or simultaneously.
• Researchers then compare and contrast the findings to develop a more comprehensive understanding of the research problem.

Explanatory Sequential Design

An explanatory sequential design is used in research when you want to use one type of data to help explain the findings of another type.

For example, this design can be used to learn more about why students stayed enrolled in online education programs. The researchers could first look at survey data and then followed up with interviews to get a deeper understanding of the factors involved.

Here’s how it works:

• You start by collecting and analyzing quantitative data. This usually means collecting numbers, like from surveys, and analyzing them to see if there are any patterns or relationships.
• Then, you take those quantitative results – particularly the ones that are significant, surprising, or need further explanation – and use them to guide your qualitative data collection. Qualitative data usually involves words and stories, like what you would get from interviews.
• You analyze the qualitative data to see if they can help you understand the patterns you saw in the quantitative data. For example, you might have found a surprising trend in a survey, and now you can use interviews to better understand why that trend exists.
• Finally, you combine what you learned from both types of data to get a more complete understanding of what you’re researching

Exploratory Sequential Design

An exploratory sequential design is a type of research that involves two phases of data collection and analysis, with the qualitative phase coming first.

The exploratory sequential design is most effective when researchers have a clear rationale for using a mixed methods approach and when the research questions lend themselves to both qualitative and quantitative exploration.

Here’s how it works:

• Phase 1: Qualitative Exploration: Researchers begin by collecting and analyzing qualitative data. This typically involves gathering in-depth information from a smaller group of participants through methods like interviews, focus groups, or observations. The goal of this phase is to gain a rich understanding of the experiences, perspectives, and meanings associated with the research topic.
• Phase 2: Quantitative Expansion: The findings from the qualitative phase are then used to inform the design of the quantitative phase. This might involve developing a survey instrument based on the themes that emerged from the qualitative data, identifying specific variables to measure, or creating an intervention to test.
• Integration: In the final step, researchers integrate the findings from both phases to develop a more comprehensive understanding of the research topic. This might involve comparing the quantitative results to the qualitative findings, using the qualitative data to explain unexpected quantitative results, or developing a theory based on the combined insights from both phases.

An example:

Researchers were interested in understanding the factors that influence brain donation decisions among older minorities.

They started by conducting interviews with individuals from this population to explore their thoughts, beliefs, and experiences related to brain donation.

The themes and insights from these interviews were then used to develop a survey instrument to measure the factors identified as potentially influencing donation decisions.

Embedded (or nested) Design

Embedded or Nested Designs in Health Sciences

Embedded designs use quantitative and qualitative approaches together, with one embedded in the other, to yield greater insight. This might look like supplemental qualitative data embedded in a larger quantitative study design, such as an experimental trial. These types of designs may be a variation of convergent or sequential designs.

Embedded design is a method for linking qualitative and quantitative data collection and analysis at multiple points, particularly useful in intervention research.

Qualitative data may be used prior to the intervention to inform strategies to best recruit individuals or to develop the intervention, during the experiment to examine the process being experienced by participants, or after the experiment to follow up and better understand the quantitative outcomes.

Embedding involves combining connecting, building, or merging data.

• Connecting links data through sampling. For example, in a study with surveys and interviews, participants for the interviews might be chosen from those who completed the survey.
• Building uses one type of data to inform the other. An example of this is when researchers analyze baseline survey data and use those findings to design interview questions.
• Merging involves combining qualitative and quantitative data to directly compare results.

Here’s how it works:

• Pretrial: Qualitative data, or a mix of qualitative and quantitative data, can help clarify outcome measures, understand factors that might lead to bias, or develop tools for use during the trial.
• During the Trial: Qualitative data helps understand contextual factors that might influence results, providing detailed information about the subjects’ experiences.
• Post-Trial: Researchers use qualitative data to explain outliers, debrief subjects or researchers, or create hypotheses for implementation.

Integration

Integration is the intentional combination of quantitative and qualitative research, resulting in a synergistic and interdependent relationship between the two approaches. It is a multifaceted concept that manifests across various stages of the research process, from design to reporting.

Integration Trilogy: Design, Methods, and Interpretation & Reporting

Integration in mixed methods research operates at three distinct but interconnected levels, often referred to as the integration trilogy:

1. Integration at the Design Level: This involves selecting a mixed methods design that outlines the sequence, priority, and purpose of integrating the quantitative and qualitative strands. Common designs include exploratory sequential, explanatory sequential, and convergent designs.
2. Integration at the Methods Level: Integration strategies are the methods employed to combine quantitative and qualitative research elements. These strategies are not mutually exclusive and can be used in various combinations to achieve a holistic understanding of the research problem.
   • Merging: This involves analyzing data from both strands and assessing whether the findings converge, diverge, or expand upon one another. This can involve comparing themes with statistical data, exploring the quantitative profile of qualitative themes, or transforming qualitative data into quantitative data for statistical analysis. Joint displays, such as tables or matrices, can visually represent merged data.
   • Connecting: This involves using one type of data to inform the sampling frame of the other. For instance, quantitative data can be used to identify a subset of participants for qualitative interviews. This strategy is particularly useful in sequential designs, where one strand precedes the other.
   • Building: This approach uses one database (qualitative or quantitative) to inform the data collection approach of the other. This could involve developing a quantitative instrument based on themes identified through qualitative research or refining a qualitative interview guide based on quantitative findings.
3. Integration at the Interpretation and Reporting Level: This involves combining and presenting the findings in a way that highlights the synergistic insights gained from integrating the two strands. This can be achieved through narrative techniques like weaving and contiguous approaches or through data transformation and joint displays.
   • Integrating through narrative involves using a single report, or a series of reports, to describe the quantitative and qualitative results. The Survival After Acute Myocardial Infarction (SAMI) study provides an example of a narrative integration.
   • Integrating through data transformation involves converting one type of data (qualitative or quantitative) into the other type. For example, qualitative data may be converted into numerical counts, which are then integrated with other numerical data for analysis.
   • Integrating through joint displays involves using visual elements, such as tables, matrices, or figures, to present the integrated data. An example of a study using joint displays is a mixed-methods evaluation that explored ethical aspects of adaptive clinical trial designs.

Narrative Integration

Integrating through narrative in mixed methods research involves describing qualitative and quantitative findings within a single report or a series of reports. The manner in which these findings are presented can take on three distinct approaches: weaving, contiguous, or staged.

• Weaving presents qualitative and quantitative findings together, interlacing them theme-by-theme or concept-by-concept. For example, Classen et al. intertwined results from a national crash dataset and stakeholder perspectives to understand the causative factors of vehicle crashes among the elderly and to formulate guidelines for public health interventions.
• Contiguous integration entails presenting findings within a single report, but the qualitative and quantitative findings are segmented into distinct sections. For instance, presenting survey findings in the initial part of the results section and qualitative findings about contextual factors in a subsequent part of the report.
• The staged approach is frequently employed in multistage mixed methods studies, where the results from each stage are reported sequentially as the data are analyzed and published separately.

Data Transformation

Mixed methods analysis encompasses the entire process of analyzing and interpreting both quantitative and qualitative data within a single study or a program of research.

This involves selecting appropriate analytic techniques for each strand and implementing integration strategies to merge, connect, or build upon the findings.

Mixed methods data transformationinvolves converting data from one form to another. This can involve:

• Quantitizing: Transforming qualitative data, such as interview transcripts, into numerical codes or categories for statistical analysis.
• Qualitizing: Converting quantitative data, such as survey responses, into narrative descriptions or themes for qualitative analysis.

Data transformation facilitates merging data and conducting analyses that cut across the quantitative-qualitative divide.

By adhering to these principles and employing these strategies, researchers can leverage the strengths of mixed methods research to address complex research questions and generate rich, insightful, and impactful findings.

Joint Displays: Visual Aid for Integration

Joint displays are visual representations, such as tables, matrices, figures, or graphs, that bring together quantitative and qualitative data to facilitate interpretation and draw new insights beyond what each strand could achieve independently.

They are particularly helpful in merging data, comparing results, and representing meta-inferences, the novel insights that emerge from integrating the two strands.

Types of Joint Displays:

• Side-by-side joint displays present quantitative and qualitative findings alongside each other for direct comparison. For instance, researchers studying patient experiences might present quantitative satisfaction scores next to qualitative themes from interviews to illuminate both the numerical trends and the nuanced reasons behind them
• Integrated matrix displays arrange data in rows and columns to facilitate the comparison of themes, patterns, and relationships between the two strands. Using color-matching to connect corresponding data points in the display can make it easier to compare the quantitative and qualitative findings
• Visual joint displays use graphs, charts, or other visual elements to enhance the presentation and understanding of integrated findings.

Assessment of Fit and Integrated Interpretation

Assessment of fit of integration involves evaluating the coherence and consistency between the quantitative and qualitative findings. This assessment can reveal three potential outcomes:

• Convergence: Findings from both strands align and support each other, strengthening the validity and credibility of the results.
• Divergence: Findings from the two strands differ, prompting further exploration to understand the reasons behind the discrepancies and potentially revealing new perspectives on the phenomenon under study.
• Expansion: Findings from one strand complement and elaborate on the other, providing a broader and more nuanced understanding of the research problem.

Integrated interpretation involves synthesizing the quantitative and qualitative findings to develop a holistic understanding of the research problem, acknowledging both points of convergence and divergence.

This process requires integrated thinking, a mindset that values both approaches equally and seeks a synergistic understanding that transcends the limitations of either method in isolation.

Steps for conducting mixed methods research

Remember that mixed methods research is an iterative process. Researchers should remain flexible and adaptable throughout the study, adjusting plans as needed based on emerging findings or unexpected challenges.

The dynamic interplay between quantitative and qualitative approaches is a hallmark of mixed methods research, and embracing this fluidity contributes to the richness and depth of the findings.

Step1: Formulating the Research Problem

• Identify the Overall Aim: Begin by clearly defining the overarching, long-term goal of the study.
• Develop Research Objectives: Establish specific objectives that will contribute to achieving the overall aim.
• Determine the Research/Mixing Rationale: Articulate a clear rationale for conducting the study, justifying why it is needed. Additionally, explain why mixing quantitative and qualitative approaches is the most appropriate methodology for addressing the research problem. This involves outlining the specific reasons for combining the two approaches, such as triangulation, complementarity, or development.
• Establish the Research/Mixing Purpose: Define the purpose of the study, specifying what will be undertaken. Similar to the rationale, elaborate on the purpose of mixing quantitative and qualitative approaches, explaining how the integration will provide a more comprehensive understanding of the research problem.
• Formulate Research Questions: Develop clear and concise research questions that will guide the study. In mixed methods research, it is essential to include integrated mixed methods research questions that reflect the combined quantitative and qualitative strands.

Step 2: Designing the Study

• Select a Mixed Methods Design: Determine the most suitable mixed methods design based on the research questions, rationale, and purpose. Consider whether a convergent, sequential, transformative, or multiphase design aligns best with the study’s objectives.
• Develop a Sampling Design: Define the target population and create a sampling scheme for both the quantitative and qualitative strands. Specify the sample size for each strand and address any sampling considerations specific to the chosen mixed methods design, such as the use of the same sample, a subsample, multiple samples, or multilevel samples.
• Plan for Data Analysis: Determine the data analysis techniques that will be used for both quantitative and qualitative data. Consider how the data from each strand will be integrated and analyzed to answer the mixed methods research questions.

Step3: Implementing the Study

• Collect the Data: Gather data using the selected methods, ensuring rigor and adherence to ethical considerations for both quantitative and qualitative data collection.
• Analyze the Data: Analyze the quantitative and qualitative data using the chosen techniques.

Step 4: Integrating and Interpreting Findings

• Validate the Data: Assess the validity and trustworthiness of both the quantitative and qualitative data, employing appropriate methods for each strand.
• Interpret the Data: Interpret the findings from both strands, considering the integrated mixed methods perspective.
• Draw Inferences: Integrate the quantitative and qualitative findings to generate meta-inferences that provide a comprehensive understanding of the research problem. Clearly articulate the insights gained from mixing methods and how the integrated findings contribute to the study’s overall conclusions.
• Meta-Inferences: These are the overarching conclusions drawn by synthesizing findings from the qualitative and quantitative strands.
• Disseminate Findings: Communicate the findings in a clear and concise manner, emphasizing the value added by using a mixed methods approach.

Key Considerations for Integration

• Planning for Integration: Thoughtfully plan for integration throughout the research process, from identifying data sources to selecting integration strategies and planning data analysis.
• Matching Data Sources: In convergent designs, strive to match data sources to ensure that the quantitative and qualitative data capture parallel concepts. This facilitates a more robust integration and comparison of findings.
• Selecting Integration Strategies: Choose appropriate integration strategies, such as merging, connecting, or building, based on the research questions and design. Merging involves combining data to identify convergence, divergence, or relationships. Connecting uses findings from one strand to inform the other. Building develops new insights or hypotheses based on the combined data.
• Representing Integration: Clearly represent and write about the integration process and findings, using tables, figures, or detailed descriptions to illustrate how the quantitative and qualitative strands were combined to generate a more nuanced understanding of the research problem.

Mixed Methods Quality and Publication

The quality of a mixed methods study hinges on several factors:

• Methodological quality: This refers to the rigor and appropriateness of the methods used in both the quantitative and qualitative strands.
• Reporting quality: This pertains to the clarity, transparency, and completeness of the research report in describing the research process, including the integration procedures and the rationale for mixing methods.
• Quality of integration: This refers to the effectiveness of the integration process in generating meaningful and insightful findings that go beyond what either method could achieve alone.

Mixed methods publications often employ a weaving approach, integrating findings throughout the manuscript, or a contiguous approach, presenting quantitative and qualitative results in separate sections but linking them through cross-referencing and discussion.

A staged approach involves publishing multiple papers, each focusing on a specific aspect of the mixed methods study.

Benefits of mixed methods research

1. Enhanced Understanding: Mixed methods research provides a more complete comprehension of research problems by combining quantitative and qualitative approaches. This approach is especially valuable in positive psychology, where constructs often have reciprocal relationships, and in understanding complex processes and systems in health and healthcare. For instance, in studying adolescent bullying, a mixed methods approach allows researchers to explore risk factors, PTSD symptoms, and individual experiences.
2. Increased Validity: Using multiple methods can strengthen the validity of findings by allowing triangulation, where qualitative and quantitative data are compared to corroborate results. For example, a study on domestic violence among gay and bisexual men used a convergent design, matching semistructured interviews with survey data to enhance the validity of their findings.
3. Complementarity: Mixed methods research allows researchers to examine different facets of a research question using the strengths of each approach. Quantitative methods can identify trends and relationships, while qualitative methods provide nuanced insights. This approach is beneficial when a single method cannot fully capture the complexity of a phenomenon, such as language learning motivation.
4. Development and Refinement: Researchers can leverage mixed methods research to develop and refine research instruments and interventions. For instance, qualitative data can inform the creation of quantitative surveys, ensuring they are culturally relevant and address specific research questions.
5. Explanation of Findings: Qualitative data can be particularly useful in explaining and contextualizing quantitative results. This allows researchers to move beyond statistical associations and gain a deeper understanding of the underlying mechanisms and individual experiences.
6. Methodological Innovation: Mixed methods research encourages methodological innovation by blending different research traditions. It promotes flexibility and allows researchers to adapt their approaches to best suit their research questions. This is especially valuable for exploring novel research areas or addressing complex social issues.

Disadvantages of mixed methods research

1. Labor Intensity: Mixed methods research demands significant time, resources, and effort compared to single-method studies. The integration of qualitative and quantitative approaches necessitates expertise in designing and implementing both phases, potentially posing challenges for researchers with a predominant quantitative or qualitative orientation.
2. Expertise Requirements: Conducting rigorous mixed methods research requires researchers to have expertise in both quantitative and qualitative methodologies. This can be challenging, as researchers often specialize in one approach. The lack of expertise in either strand can compromise the rigor of the study and lead to methodological concerns, particularly in the qualitative strand.
3. Potential for Bias: The inherent differences between quantitative and qualitative data can make integration challenging. Ensuring that data transformations are defensible and addressing potential biases between methods is crucial for drawing valid inferences.
4. Integration Challenges: Achieving meaningful integration of quantitative and qualitative data can be difficult. The lack of clear guidelines and the potential for irreconcilable data sources can hinder the synergistic potential of mixed methods research, sometimes leading to separate publications of quantitative and qualitative results instead of a unified, integrated analysis.
5. Limited Consensus on Terminology and Quality Assessment: The field of mixed methods research lacks a universally agreed-upon terminology, leading to ambiguity and challenges in comparing and evaluating studies. The absence of standardized quality assessment criteria further complicates the evaluation of rigor and trustworthiness in mixed methods research.
6. Power Imbalances in Data Integration: Integrating data from samples with different power dynamics, such as those at different levels of a bureaucracy, can raise concerns about the validity of triangulation and the interpretation of findings. The potential for power imbalances to influence the identification of differences or paradoxes necessitates careful consideration during data integration.

References

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Examples

Bacchus, L. J., Buller, A. M., Ferrari, G., Brzank, P., & Feder, G. (2018). “It’s always good to ask”:
A mixed methods study on the perceived role of sexual health practitioners asking gay and bisexual men about experiences of domestic violence and abuse. Journal of Mixed Methods Research, 12(2), 221–243.

Campbell, R., Fehler-Cabral, G., Bybee, D., & Shaw, J. (2017). Forgotten evidence: A mixed methods study of why sexual assault kits (SAKs) are not submitted for DNA forensic testing. Law and human behavior, 41(5), 454.

Clark, R. S., & Plano Clark, V. L. (2019). Grit within the context of career success: A mixed methods study. International Journal of Applied Positive Psychology, 4(3), 91-111.

Clark, R. S., & Stubbeman, B. L. (2021). “I had hope. I loved this city once.”: A mixed methods study of hope within the context of poverty. Journal of Community Psychology, 49(5), 1044-1062.

O’Keeffe, S., Martin, P., Target, M., & Midgley, N. (2019). ‘I just stopped going’: A mixed methods investigation into types of therapy dropout in adolescents with depression. Frontiers in psychology, 10, 423542.

Roques, M., Laimou, D., Camps, F. D., Mazoyer, A. V., & El Husseini, M. (2020). Using a mixed-methods approach to analyze traumatic experiences and factors of vulnerability among adolescent victims of bullying. Frontiers in psychiatry, 10, 890.

Roysircar, G., Thompson, A., & Geisinger, K. F. (2019). Trauma coping of mothers and children among poor people in Haiti: Mixed methods study of community-level research. American Psychologist, 74(9), 1189.

Journals

• The Journal of Mixed Methods Research (JMMR)
• Quality and Quantity
• The Annals of Mixed Methods Research

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