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DOING QUALITATIVE RESEARCH
DOING QUALITATIVE RESEARCH
Third Edition
Benjamin F. Crabtree
William L. Miller
Los Angeles
London
New Delhi
Singapore
Washington DC
Melbourne
Copyright © 2023 by SAGE Publications, Inc.
FOR INFORMATION:
E-mail: [email protected]
1 Oliver’s Yard
55 City Road
United Kingdom
India
Singapore 048423
Names: Crabtree, Benjamin F., author. | Miller, William L. (William Lloyd), 1949-
author.
22 23 24 25 26 10 9 8 7 6 5 4 3 2 1
Now, 23 years since the second edition, so much has transpired and
changed. We are no longer novice researchers and have personally
completed or participated in multiple clinical studies with multiple
collaborators across the qualitative research spectrum. Qualitative
approaches have not only thrived on their own with many supporting
journals and journal review panels, but their use has expanded with
the rapid growth of mixed-methods strategies in clinical research.
And yet, something feels amiss, something more than simplification,
sloppiness, and superficial acceptance. We began the adventure into
qualitative research by searching for methods to answer the
questions arising in our lives. We wanted to give voice to those not
being heard, to recover the importance of context, to disrupt the
powerful hierarchies in health care, and to change the conversation
about the meaning of evidence that matters. Little of that has
happened and was made worse by the global pandemic. We decided
to write this third edition in hopes of revitalizing the hidden potential
for excellent qualitative research.
AUDIENCES
We wrote this book for a target audience of investigators actively
conducting clinical research, particularly the rapidly growing number
of clinical researchers engaged in mixed-methods research. Many
(perhaps most) have little or no formal training or foundation in
qualitative research, so this book is designed as a resource for them.
We hope the book will also be a useful and practical resource for
Master of Public Health (MPH) or graduate level programs or for
short courses like those hosted by the National Institutes of Health
(NIH).
No longer editors, we are now the sole authors for all chapters in
this third edition. Everything is revised based not only on the growth
and development within the field but also on what we have learned
during our 35 years of extensive experience doing qualitative
research. Seven chapters from the previous edition were dropped
and eight new chapters added. We comprehensively revised and
updated second edition chapters originally written by us and
included new examples and references. Several of the chapters from
the second edition originally written by other authors are also
substantially revised by us and now include fresh examples and
updated references. Some of the material from several second
edition chapters that were dropped is incorporated into other
chapters of this new edition.
We feel the first four chapters in this third edition are critical reading
and set the stage for both those new to qualitative research and
established researchers. They are intended to address the concerns
raised earlier about the superficiality of some published qualitative
work. Chapter 1 grounds qualitative research and qualitative
methods within the larger research enterprise including an overview
of the diverse traditions from which they arose and more detail on
theory. In this book, we repeatedly stress the critical and essential
role of collaborative teams and ensembles (Chapter 2), reflexivity
(Chapter 3), and tailoring research methods and designs to the
question and not vice versa (Chapter 4). We also note that parts of
Chapter 2, “Creating Collaborative Space and Research Teams,” were
previously published in the edited volume from SAGE Publications,
Exploring Collaborative Research in Primary Care (Crabtree et al.,
1994). In addition, some of Chapter 11, “Editing Organizing Style of
Analysis,” was previously published in the edited volume from SAGE
Publications, Tools for Primary Care Research (Stewart et al., 1992).
MAJOR FEATURES AND BENEFITS
In writing this new volume, we tap into our wide-ranging experience
as clinical mixed-methods and qualitative researchers to target the
specific needs of researchers working in health-related disciplines.
We believe we have made this third edition a more coherent whole
by being sole authors, by drawing on projects we personally
participated in so we can share the back stories, and by better
connecting key concepts and ideas across chapters. The generous
use of relevant published clinical research examples, many from
studies conducted by us and many that were an integral part of
larger mixed-methods investigations, distinguish this book from
others currently available that deal with the same or similar topics.
The detailed chapters filled with practical tips on team and ensemble
development (Chapter 2), reflexivity (Chapter 3), improvising
research design (Chapter 4), and getting funded and getting
published (Chapter 19) also differentiate this book from others.
All the chapters share numerous cases, and, usually, multiple tables
and figures to enhance the practical value of the material. Each
chapter begins with “What’s Coming,” a quick synopsis based on the
detailed table of contents to help educators and learners easily see
what’s coming and where to anticipate it in the chapter. The
chapters end with a few of what we call, “Questions at the Edge.”
These are questions that often don’t have simple or final answers.
They are intended to encourage exploring and expanding the
material just covered at the edge of shared understanding.
Anticipate exciting conversations.
START DOING
We hope this third edition of Doing Qualitative Research inspires and
emboldens more clinical researchers to do qualitative research in our
new mixed-methods world. We also hope it helps all of us do better
research and serves as a trail map for embarking on new qualitative
research adventures. Discovering ourselves, working together,
improvising in support of meaningful questions, empowering those
who participate in the research, and doing it all well motivated our
work. We hope yours as well. Read on, join the adventure, start
doing qualitative research, and help change the conversation in
health care.
ACKNOWLEDGMENTS
We put together and edited the first two editions of this book with
the help and partnerships of many friends and collaborators. They
motivated and inspired us to begin and to persist on the lifetime
adventure of doing qualitative research. We appreciate first edition
authors for getting us started and joining us on this qualitative
research journey: Anton Kuzel, Stephen Bogdewic, Valerie Gilchrist,
Richard Addison, Alfred Reid, Jr., Moira Stewart, Miguel Bedolia,
Howard Brody, Dennis Willms, Nancy Arbuthnot Johnson, Norman
White, David Morgan, Stephen Zyzanski, Ian McWhinney, and Robin
Blake. Many of these same authors continued with us on the journey
onto the second edition and were joined by Robert Williams, Judith
Belle Brown, Jeffrey Borkan, Lynn Meadows, Diane Dodendorf,
Jessica Muller, Virginia Elderkin-Thompson, Howard Waitzkin, Virginia
Aita, Helen McIlvain, Janecke Thesen, Kirsti Malterud, Richard
Frankel, Lucy Candib, Kurt Stange, and Wendy Levinson. We are
profoundly grateful for the insights, friendship, and collaboration you
provided us. We cannot thank you all enough. Since the second
edition was published in 1999, we expanded on the foundation laid
by these collaborations and continued our voyage over a clinical
ocean filled with a bounty of new friends and a multitude of
qualitative and mixed-methods studies that are brought to life in this
third edition.
SAGE and the authors are grateful for feedback from the following
reviewers in the development of this text:
William L. Miller,
MD, MA, is a family physician anthropologist and Chair Emeritus at
the Lehigh Valley Health Network (LVHN), Department of Family
Medicine in Allentown, Pennsylvania, and a Professor of Family
Medicine at the University of South Florida Morsani School of
Medicine for which LVHN serves as a branch campus. Will earned a
Master’s Degree in Medical Anthropology from Wake Forest
University and received his Medical Degree from the University of
North Carolina School of Medicine. After completing his family
medicine residency at Harrisburg Hospital, Will entered private
practice in Bethlehem, Pennsylvania, where he honed his craft for
four years. Prior to joining Lehigh Valley Health Network as the first
Leonard Parker Pool Endowed Chair of Family Medicine, he was on
the faculty in the Department of Family Medicine at the University of
Connecticut.
Will has been aptly nicknamed “coyote” for his propensity for
“pushing the envelope,” not only as an organizational leader, teacher,
and clinician but also in his research focused on observing,
implementing, and evaluating NIH-funded national primary care
practice improvement efforts along with investigations of healing
relationships and the clinical encounter, collaborative care, and
professional socialization. Some of this work has focused on how
primary care practices respond to new innovations in care, with one
of the outcomes being the development of the relationship-centered
Practice Change Model. He was founding consulting editor for the
Annals of Family Medicine, served as co-editor on two books, Doing
Qualitative Research and Exploring Collaborative Research in Primary
Care, and received, along with Ben Crabtree, the 2014 Curtis G.
Hames Research Award for lifetime achievement in family medicine
scholarship. He was an advisor and evaluator for the American
Academy of Family Physicians’ Future of Family Medicine National
Demonstration Project of the patient-centered medical home and the
American Board of Family Medicine-funded national family medicine
residency redesign initiative. His special joys are family, getting lost
in the woods with his grandson, cross-country skiing, and music.
INTRODUCTION
“Everything feels hopeless!” This is an emotion shared by many
patients, families, clinicians, clinics, and healthcare systems. Puzzles
and troubles abound. They keep disturbing the waters in which we live.
These disturbances and the rough waters are the source of our clinical
research questions. The story of an Iraqi war veteran and his wife
suffering through traumatic brain injury in the middle of the COVID-19
pandemic illustrates the situation.
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