article critique methodology

How to Write an Article Critique Step-by-Step

Table of contents

• 1 What is an Article Critique Writing?
• 2 How to Critique an Article: The Main Steps
• 3 Article Critique Outline
• 4 Article Critique Formatting
• 5 How to Write a Journal Article Critique
• 6 How to Write a Research Article Critique
• 7 Research Methods in Article Critique Writing
• 8 Tips for writing an Article Critique

Do you know how to critique an article? If not, don’t worry – this guide will walk you through the writing process step-by-step. First, we’ll discuss what a research article critique is and its importance. Then, we’ll outline the key points to consider when critiquing a scientific article. Finally, we’ll provide a step-by-step guide on how to write an article critique including introduction, body and summary. Read more to get the main idea of crafting a critique paper.

What is an Article Critique Writing?

An article critique is a formal analysis and evaluation of a piece of writing. It is often written in response to a particular text but can also be a response to a book, a movie, or any other form of writing. There are many different types of review articles . Before writing an article critique, you should have an idea about each of them.

To start writing a good critique, you must first read the article thoroughly and examine and make sure you understand the article’s purpose. Then, you should outline the article’s key points and discuss how well they are presented. Next, you should offer your comments and opinions on the article, discussing whether you agree or disagree with the author’s points and subject. Finally, concluding your critique with a brief summary of your thoughts on the article would be best. Ensure that the general audience understands your perspective on the piece.

How to Critique an Article: The Main Steps

If you are wondering “what is included in an article critique,” the answer is:

An article critique typically includes the following:

• A brief summary of the article .
• A critical evaluation of the article’s strengths and weaknesses.
• A conclusion.

When critiquing an article, it is essential to critically read the piece and consider the author’s purpose and research strategies that the author chose. Next, provide a brief summary of the text, highlighting the author’s main points and ideas. Critique an article using formal language and relevant literature in the body paragraphs. Finally, describe the thesis statement, main idea, and author’s interpretations in your language using specific examples from the article. It is also vital to discuss the statistical methods used and whether they are appropriate for the research question. Make notes of the points you think need to be discussed, and also do a literature review from where the author ground their research. Offer your perspective on the article and whether it is well-written. Finally, provide background information on the topic if necessary.

When you are reading an article, it is vital to take notes and critique the text to understand it fully and to be able to use the information in it. Here are the main steps for critiquing an article:

• Read the piece thoroughly, taking notes as you go. Ensure you understand the main points and the author’s argument.
• Take a look at the author’s perspective. Is it powerful? Does it back up the author’s point of view?
• Carefully examine the article’s tone. Is it biased? Are you being persuaded by the author in any way?
• Look at the structure. Is it well organized? Does it make sense?
• Consider the writing style. Is it clear? Is it well-written?
• Evaluate the sources the author uses. Are they credible?
• Think about your own opinion. With what do you concur or disagree? Why?

Article Critique Outline

When assigned an article critique, your instructor asks you to read and analyze it and provide feedback. A specific format is typically followed when writing an article critique.

An article critique usually has three sections: an introduction, a body, and a conclusion.

• The introduction of your article critique should have a summary and key points.
• The critique’s main body should thoroughly evaluate the piece, highlighting its strengths and weaknesses, and state your ideas and opinions with supporting evidence.
• The conclusion should restate your research and describe your opinion.

You should provide your analysis rather than simply agreeing or disagreeing with the author. When writing an article review , it is essential to be objective and critical. Describe your perspective on the subject and create an article review summary. Be sure to use proper grammar, spelling, and punctuation, write it in the third person, and cite your sources.

Article Critique Formatting

When writing an article critique, you should follow a few formatting guidelines. The importance of using a proper format is to make your review clear and easy to read.

Make sure to use double spacing throughout your critique. It will make it easy to understand and read for your instructor.

Indent each new paragraph. It will help to separate your critique into different sections visually.

Use headings to organize your critique. Your introduction, body, and conclusion should stand out. It will make it easy for your instructor to follow your thoughts.

Use standard fonts, such as Times New Roman or Arial. It will make your critique easy to read.

Use 12-point font size. It will ensure that your critique is easy to read.

How to Write a Journal Article Critique

When critiquing a journal article, there are a few key points to keep in mind:

• Good critiques should be objective, meaning that the author’s ideas and arguments should be evaluated without personal bias.
• Critiques should be critical, meaning that all aspects of the article should be examined, including the author’s introduction, main ideas, and discussion.
• Critiques should be informative, providing the reader with a clear understanding of the article’s strengths and weaknesses.

When critiquing a research article, evaluating the author’s argument and the evidence they present is important. The author should state their thesis or the main point in the introductory paragraph. You should explain the article’s main ideas and evaluate the evidence critically. In the discussion section, the author should explain the implications of their findings and suggest future research.

It is also essential to keep a critical eye when reading scientific articles. In order to be credible, the scientific article must be based on evidence and previous literature. The author’s argument should be well-supported by data and logical reasoning.

How to Write a Research Article Critique

When you are assigned a research article, the first thing you need to do is read the piece carefully. Make sure you understand the subject matter and the author’s chosen approach. Next, you need to assess the importance of the author’s work. What are the key findings, and how do they contribute to the field of research?

Finally, you need to provide a critical point-by-point analysis of the article. This should include discussing the research questions, the main findings, and the overall impression of the scientific piece. In conclusion, you should state whether the text is good or bad. Read more to get an idea about curating a research article critique. But if you are not confident, you can ask “ write my papers ” and hire a professional to craft a critique paper for you. Explore your options online and get high-quality work quickly.

However, test yourself and use the following tips to write a research article critique that is clear, concise, and properly formatted.

• Take notes while you read the text in its entirety. Right down each point you agree and disagree with.
• Write a thesis statement that concisely and clearly outlines the main points.
• Write a paragraph that introduces the article and provides context for the critique.
• Write a paragraph for each of the following points, summarizing the main points and providing your own analysis:
• The purpose of the study
• The research question or questions
• The methods used
• The outcomes
• The conclusions were drawn by the author(s)
• Mention the strengths and weaknesses of the piece in a separate paragraph.
• Write a conclusion that summarizes your thoughts about the article.
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Research Methods in Article Critique Writing

When writing an article critique, it is important to use research methods to support your arguments. There are a variety of research methods that you can use, and each has its strengths and weaknesses. In this text, we will discuss four of the most common research methods used in article critique writing: quantitative research, qualitative research, systematic reviews, and meta-analysis.

Quantitative research is a research method that uses numbers and statistics to analyze data. This type of research is used to test hypotheses or measure a treatment’s effects. Quantitative research is normally considered more reliable than qualitative research because it considers a large amount of information. But, it might be difficult to find enough data to complete it properly.

Qualitative research is a research method that uses words and interviews to analyze data. This type of research is used to understand people’s thoughts and feelings. Qualitative research is usually more reliable than quantitative research because it is less likely to be biased. Though it is more expensive and tedious.

Systematic reviews are a type of research that uses a set of rules to search for and analyze studies on a particular topic. Some think that systematic reviews are more reliable than other research methods because they use a rigorous process to find and analyze studies. However, they can be pricy and long to carry out.

Meta-analysis is a type of research that combines several studies’ results to understand a treatment’s overall effect better. Meta-analysis is generally considered one of the most reliable type of research because it uses data from several approved studies. Conversely, it involves a long and costly process.

Are you still struggling to understand the critique of an article concept? You can contact an online review writing service to get help from skilled writers. You can get custom, and unique article reviews easily.

Tips for writing an Article Critique

It’s crucial to keep in mind that you’re not just sharing your opinion of the content when you write an article critique. Instead, you are providing a critical analysis, looking at its strengths and weaknesses. In order to write a compelling critique, you should follow these tips: Take note carefully of the essential elements as you read it.

• Make sure that you understand the thesis statement.
• Write down your thoughts, including strengths and weaknesses.
• Use evidence from to support your points.
• Create a clear and concise critique, making sure to avoid giving your opinion.

It is important to be clear and concise when creating an article critique. You should avoid giving your opinion and instead focus on providing a critical analysis. You should also use evidence from the article to support your points.

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Making sense of research: A guide for critiquing a paper

Affiliation.

• 1 School of Nursing, Griffith University, Meadowbrook, Queensland.
• PMID: 16114192
• DOI: 10.5172/conu.14.1.38

Learning how to critique research articles is one of the fundamental skills of scholarship in any discipline. The range, quantity and quality of publications available today via print, electronic and Internet databases means it has become essential to equip students and practitioners with the prerequisites to judge the integrity and usefulness of published research. Finding, understanding and critiquing quality articles can be a difficult process. This article sets out some helpful indicators to assist the novice to make sense of research.

Publication types

• Data Interpretation, Statistical
• Research Design
• Review Literature as Topic

IOE Writing Centre

• Writing a Critical Review

Writing a Critique

A critique (or critical review) is not to be mistaken for a literature review. A 'critical review', or 'critique', is a complete type of text (or genre), discussing one particular article or book in detail.  In some instances, you may be asked to write a critique of two or three articles (e.g. a comparative critical review). In contrast, a 'literature review', which also needs to be 'critical', is a part of a larger type of text, such as a chapter of your dissertation.

Most importantly: Read your article / book as many times as possible, as this will make the critical review much easier.

1. Read and take notes 2. Organising your writing 3. Summary 4. Evaluation 5. Linguistic features of a critical review 6. Summary language 7. Evaluation language 8. Conclusion language 9. Example extracts from a critical review 10. Further resources

Read and Take Notes

To improve your reading confidence and efficiency, visit our pages on reading.

Further reading: Read Confidently

After you are familiar with the text, make notes on some of the following questions. Choose the questions which seem suitable:

• What kind of article is it (for example does it present data or does it present purely theoretical arguments)?
• What is the main area under discussion?
• What are the main findings?
• What are the stated limitations?
• Where does the author's data and evidence come from? Are they appropriate / sufficient?
• What are the main issues raised by the author?
• What questions are raised?
• How well are these questions addressed?
• What are the major points/interpretations made by the author in terms of the issues raised?
• Is the text balanced? Is it fair / biased?
• Does the author contradict herself?
• How does all this relate to other literature on this topic?
• How does all this relate to your own experience, ideas and views?
• What else has this author written? Do these build / complement this text?
• (Optional) Has anyone else reviewed this article? What did they say? Do I agree with them?

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Organising your writing

You first need to summarise the text that you have read. One reason to summarise the text is that the reader may not have read the text. In your summary, you will

• focus on points within the article that you think are interesting
• summarise the author(s) main ideas or argument
• explain how these ideas / argument have been constructed. (For example, is the author basing her arguments on data that they have collected? Are the main ideas / argument purely theoretical?)

In your summary you might answer the following questions:     Why is this topic important?     Where can this text be located? For example, does it address policy studies?     What other prominent authors also write about this?

Evaluation is the most important part in a critical review.

Use the literature to support your views. You may also use your knowledge of conducting research, and your own experience. Evaluation can be explicit or implicit.

Explicit evaluation

Explicit evaluation involves stating directly (explicitly) how you intend to evaluate the text. e.g. "I will review this article by focusing on the following questions. First, I will examine the extent to which the authors contribute to current thought on Second Language Acquisition (SLA) pedagogy. After that, I will analyse whether the authors' propositions are feasible within overseas SLA classrooms."

Implicit evaluation

Implicit evaluation is less direct. The following section on Linguistic Features of Writing a Critical Review contains language that evaluates the text. A difficult part of evaluation of a published text (and a professional author) is how to do this as a student. There is nothing wrong with making your position as a student explicit and incorporating it into your evaluation. Examples of how you might do this can be found in the section on Linguistic Features of Writing a Critical Review. You need to remember to locate and analyse the author's argument when you are writing your critical review. For example, you need to locate the authors' view of classroom pedagogy as presented in the book / article and not present a critique of views of classroom pedagogy in general.

Linguistic features of a critical review

The following examples come from published critical reviews. Some of them have been adapted for student use.

Summary language

•     This article / book is divided into two / three parts. First...
•     While the title might suggest...
•     The tone appears to be...
•     Title is the first / second volume in the series Title, edited by...The books / articles in this series address...
•     The second / third claim is based on...
•     The author challenges the notion that...
•     The author tries to find a more middle ground / make more modest claims...
•     The article / book begins with a short historical overview of...
•     Numerous authors have recently suggested that...(see Author, Year; Author, Year). Author would also be once such author. With his / her argument that...
•     To refer to title as a...is not to say that it is...
•     This book / article is aimed at... This intended readership...
•     The author's book / article examines the...To do this, the author first...
•     The author develops / suggests a theoretical / pedagogical model to…
•     This book / article positions itself firmly within the field of...
•     The author in a series of subtle arguments, indicates that he / she...
•     The argument is therefore...
•     The author asks "..."
•     With a purely critical / postmodern take on...
•     Topic, as the author points out, can be viewed as...
•     In this recent contribution to the field of...this British author...
•     As a leading author in the field of...
•     This book / article nicely contributes to the field of...and complements other work by this author...
•     The second / third part of...provides / questions / asks the reader...
•     Title is intended to encourage students / researchers to...
•     The approach taken by the author provides the opportunity to examine...in a qualitative / quantitative research framework that nicely complements...
•     The author notes / claims that state support / a focus on pedagogy / the adoption of...remains vital if...
•     According to Author (Year) teaching towards examinations is not as effective as it is in other areas of the curriculum. This is because, as Author (Year) claims that examinations have undue status within the curriculum.
•     According to Author (Year)…is not as effective in some areas of the curriculum / syllabus as others. Therefore the author believes that this is a reason for some school's…

Evaluation language

•     This argument is not entirely convincing, as...furthermore it commodifies / rationalises the...
•     Over the last five / ten years the view of...has increasingly been viewed as 'complicated' (see Author, Year; Author, Year).
•     However, through trying to integrate...with...the author...
•     There are difficulties with such a position.
•     Inevitably, several crucial questions are left unanswered / glossed over by this insightful / timely / interesting / stimulating book / article. Why should...
•     It might have been more relevant for the author to have written this book / article as...
•     This article / book is not without disappointment from those who would view...as...
•     This chosen framework enlightens / clouds...
•     This analysis intends to be...but falls a little short as...
•     The authors rightly conclude that if...
•     A detailed, well-written and rigorous account of...
•     As a Korean student I feel that this article / book very clearly illustrates...
•     The beginning of...provides an informative overview into...
•     The tables / figures do little to help / greatly help the reader...
•     The reaction by scholars who take a...approach might not be so favourable (e.g. Author, Year).
•     This explanation has a few weaknesses that other researchers have pointed out (see Author, Year; Author, Year). The first is...
•     On the other hand, the author wisely suggests / proposes that...By combining these two dimensions...
•     The author's brief introduction to...may leave the intended reader confused as it fails to properly...
•     Despite my inability to...I was greatly interested in...
•     Even where this reader / I disagree(s), the author's effort to...
•     The author thus combines...with...to argue...which seems quite improbable for a number of reasons. First...
•     Perhaps this aversion to...would explain the author's reluctance to...
•     As a second language student from ...I find it slightly ironic that such an anglo-centric view is...
•     The reader is rewarded with...
•     Less convincing is the broad-sweeping generalisation that...
•     There is no denying the author's subject knowledge nor his / her...
•     The author's prose is dense and littered with unnecessary jargon...
•     The author's critique of...might seem harsh but is well supported within the literature (see Author, Year; Author, Year; Author, Year). Aligning herself with the author, Author (Year) states that...
•     As it stands, the central focus of Title is well / poorly supported by its empirical findings...
•     Given the hesitation to generalise to...the limitation of...does not seem problematic...
•     For instance, the term...is never properly defined and the reader left to guess as to whether...
•     Furthermore, to label...as...inadvertently misguides...
•     In addition, this research proves to be timely / especially significant to... as recent government policy / proposals has / have been enacted to...
•     On this well researched / documented basis the author emphasises / proposes that...
•     Nonetheless, other research / scholarship / data tend to counter / contradict this possible trend / assumption...(see Author, Year; Author, Year).
•     Without entering into detail of the..., it should be stated that Title should be read by...others will see little value in...
•     As experimental conditions were not used in the study the word 'significant' misleads the reader.
•     The article / book becomes repetitious in its assertion that...
•     The thread of the author's argument becomes lost in an overuse of empirical data...
•     Almost every argument presented in the final section is largely derivative, providing little to say about...
•     She / he does not seem to take into consideration; however, that there are fundamental differences in the conditions of…
•     As Author (Year) points out, however, it seems to be necessary to look at…
•     This suggest that having low…does not necessarily indicate that…is ineffective.
•     Therefore, the suggestion made by Author (Year)…is difficult to support.
•     When considering all the data presented…it is not clear that the low scores of some students, indeed, reflects…

Conclusion language

•     Overall this article / book is an analytical look at...which within the field of...is often overlooked.
•     Despite its problems, Title offers valuable theoretical insights / interesting examples / a contribution to pedagogy and a starting point for students / researchers of...with an interest in...
•     This detailed and rigorously argued...
•     This first / second volume / book / article by...with an interest in...is highly informative...

Example extracts from a critical review

Writing critically.

If you have been told your writing is not critical enough, it probably means that your writing treats the knowledge claims as if they are true, well supported, and applicable in the context you are writing about. This may not always be the case.

In these two examples, the extracts refer to the same section of text. In each example, the section that refers to a source has been highlighted in bold. The note below the example then explains how the writer has used the source material.    

There is a strong positive effect on students, both educationally and emotionally, when the instructors try to learn to say students' names without making pronunciation errors (Kiang, 2004).

Use of source material in example a: 

This is a simple paraphrase with no critical comment. It looks like the writer agrees with Kiang. (This is not a good example for critical writing, as the writer has not made any critical comment).        

Kiang (2004) gives various examples to support his claim that "the positive emotional and educational impact on students is clear" (p.210) when instructors try to pronounce students' names in the correct way. He quotes one student, Nguyet, as saying that he "felt surprised and happy" (p.211) when the tutor said his name clearly . The emotional effect claimed by Kiang is illustrated in quotes such as these, although the educational impact is supported more indirectly through the chapter. Overall, he provides more examples of students being negatively affected by incorrect pronunciation, and it is difficult to find examples within the text of a positive educational impact as such.

Use of source material in example b: 

The writer describes Kiang's (2004) claim and the examples which he uses to try to support it. The writer then comments that the examples do not seem balanced and may not be enough to support the claims fully. This is a better example of writing which expresses criticality.

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Further resources

You may also be interested in our page on criticality, which covers criticality in general, and includes more critical reading questions.

Further reading: Read and Write Critically

We recommend that you do not search for other university guidelines on critical reviews. This is because the expectations may be different at other institutions. Ask your tutor for more guidance or examples if you have further questions.

IOE Writing Centre Online

Self-access resources from the Academic Writing Centre at the UCL Institute of Education.

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Review articles: purpose, process, and structure

• Published: 02 October 2017
• Volume 46 , pages 1–5, ( 2018 )

Cite this article

• Robert W. Palmatier 1 ,
• Mark B. Houston 2 &
• John Hulland 3  

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Avoid common mistakes on your manuscript.

Many research disciplines feature high-impact journals that are dedicated outlets for review papers (or review–conceptual combinations) (e.g., Academy of Management Review , Psychology Bulletin , Medicinal Research Reviews ). The rationale for such outlets is the premise that research integration and synthesis provides an important, and possibly even a required, step in the scientific process. Review papers tend to include both quantitative (i.e., meta-analytic, systematic reviews) and narrative or more qualitative components; together, they provide platforms for new conceptual frameworks, reveal inconsistencies in the extant body of research, synthesize diverse results, and generally give other scholars a “state-of-the-art” snapshot of a domain, often written by topic experts (Bem 1995 ). Many premier marketing journals publish meta-analytic review papers too, though authors often must overcome reviewers’ concerns that their contributions are limited due to the absence of “new data.” Furthermore, relatively few non-meta-analysis review papers appear in marketing journals, probably due to researchers’ perceptions that such papers have limited publication opportunities or their beliefs that the field lacks a research tradition or “respect” for such papers. In many cases, an editor must provide strong support to help such review papers navigate the review process. Yet, once published, such papers tend to be widely cited, suggesting that members of the field find them useful (see Bettencourt and Houston 2001 ).

In this editorial, we seek to address three topics relevant to review papers. First, we outline a case for their importance to the scientific process, by describing the purpose of review papers . Second, we detail the review paper editorial initiative conducted over the past two years by the Journal of the Academy of Marketing Science ( JAMS ), focused on increasing the prevalence of review papers. Third, we describe a process and structure for systematic ( i.e. , non-meta-analytic) review papers , referring to Grewal et al. ( 2018 ) insights into parallel meta-analytic (effects estimation) review papers. (For some strong recent examples of marketing-related meta-analyses, see Knoll and Matthes 2017 ; Verma et al. 2016 ).

Purpose of review papers

In their most general form, review papers “are critical evaluations of material that has already been published,” some that include quantitative effects estimation (i.e., meta-analyses) and some that do not (i.e., systematic reviews) (Bem 1995 , p. 172). They carefully identify and synthesize relevant literature to evaluate a specific research question, substantive domain, theoretical approach, or methodology and thereby provide readers with a state-of-the-art understanding of the research topic. Many of these benefits are highlighted in Hanssens’ ( 2018 ) paper titled “The Value of Empirical Generalizations in Marketing,” published in this same issue of JAMS.

The purpose of and contributions associated with review papers can vary depending on their specific type and research question, but in general, they aim to

Resolve definitional ambiguities and outline the scope of the topic.

Provide an integrated, synthesized overview of the current state of knowledge.

Identify inconsistencies in prior results and potential explanations (e.g., moderators, mediators, measures, approaches).

Evaluate existing methodological approaches and unique insights.

Develop conceptual frameworks to reconcile and extend past research.

Describe research insights, existing gaps, and future research directions.

Not every review paper can offer all of these benefits, but this list represents their key contributions. To provide a sufficient contribution, a review paper needs to achieve three key standards. First, the research domain needs to be well suited for a review paper, such that a sufficient body of past research exists to make the integration and synthesis valuable—especially if extant research reveals theoretical inconsistences or heterogeneity in its effects. Second, the review paper must be well executed, with an appropriate literature collection and analysis techniques, sufficient breadth and depth of literature coverage, and a compelling writing style. Third, the manuscript must offer significant new insights based on its systematic comparison of multiple studies, rather than simply a “book report” that describes past research. This third, most critical standard is often the most difficult, especially for authors who have not “lived” with the research domain for many years, because achieving it requires drawing some non-obvious connections and insights from multiple studies and their many different aspects (e.g., context, method, measures). Typically, after the “review” portion of the paper has been completed, the authors must spend many more months identifying the connections to uncover incremental insights, each of which takes time to detail and explicate.

The increasing methodological rigor and technical sophistication of many marketing studies also means that they often focus on smaller problems with fewer constructs. By synthesizing these piecemeal findings, reconciling conflicting evidence, and drawing a “big picture,” meta-analyses and systematic review papers become indispensable to our comprehensive understanding of a phenomenon, among both academic and practitioner communities. Thus, good review papers provide a solid platform for future research, in the reviewed domain but also in other areas, in that researchers can use a good review paper to learn about and extend key insights to new areas.

This domain extension, outside of the core area being reviewed, is one of the key benefits of review papers that often gets overlooked. Yet it also is becoming ever more important with the expanding breadth of marketing (e.g., econometric modeling, finance, strategic management, applied psychology, sociology) and the increasing velocity in the accumulation of marketing knowledge (e.g., digital marketing, social media, big data). Against this backdrop, systematic review papers and meta-analyses help academics and interested managers keep track of research findings that fall outside their main area of specialization.

JAMS’ review paper editorial initiative

With a strong belief in the importance of review papers, the editorial team of JAMS has purposely sought out leading scholars to provide substantive review papers, both meta-analysis and systematic, for publication in JAMS . Many of the scholars approached have voiced concerns about the risk of such endeavors, due to the lack of alternative outlets for these types of papers. Therefore, we have instituted a unique process, in which the authors develop a detailed outline of their paper, key tables and figures, and a description of their literature review process. On the basis of this outline, we grant assurances that the contribution hurdle will not be an issue for publication in JAMS , as long as the authors execute the proposed outline as written. Each paper still goes through the normal review process and must meet all publication quality standards, of course. In many cases, an Area Editor takes an active role to help ensure that each paper provides sufficient insights, as required for a high-quality review paper. This process gives the author team confidence to invest effort in the process. An analysis of the marketing journals in the Financial Times (FT 50) journal list for the past five years (2012–2016) shows that JAMS has become the most common outlet for these papers, publishing 31% of all review papers that appeared in the top six marketing journals.

As a next step in positioning JAMS as a receptive marketing outlet for review papers, we are conducting a Thought Leaders Conference on Generalizations in Marketing: Systematic Reviews and Meta-Analyses , with a corresponding special issue (see www.springer.com/jams ). We will continue our process of seeking out review papers as an editorial strategy in areas that could be advanced by the integration and synthesis of extant research. We expect that, ultimately, such efforts will become unnecessary, as authors initiate review papers on topics of their own choosing to submit them to JAMS . In the past two years, JAMS already has increased the number of papers it publishes annually, from just over 40 to around 60 papers per year; this growth has provided “space” for 8–10 review papers per year, reflecting our editorial target.

Consistent with JAMS ’ overall focus on managerially relevant and strategy-focused topics, all review papers should reflect this emphasis. For example, the domains, theories, and methods reviewed need to have some application to past or emerging managerial research. A good rule of thumb is that the substantive domain, theory, or method should attract the attention of readers of JAMS .

The efforts of multiple editors and Area Editors in turn have generated a body of review papers that can serve as useful examples of the different types and approaches that JAMS has published.

Domain-based review papers

Domain-based review papers review, synthetize, and extend a body of literature in the same substantive domain. For example, in “The Role of Privacy in Marketing” (Martin and Murphy 2017 ), the authors identify and define various privacy-related constructs that have appeared in recent literature. Then they examine the different theoretical perspectives brought to bear on privacy topics related to consumers and organizations, including ethical and legal perspectives. These foundations lead in to their systematic review of privacy-related articles over a clearly defined date range, from which they extract key insights from each study. This exercise of synthesizing diverse perspectives allows these authors to describe state-of-the-art knowledge regarding privacy in marketing and identify useful paths for research. Similarly, a new paper by Cleeren et al. ( 2017 ), “Marketing Research on Product-Harm Crises: A Review, Managerial Implications, and an Agenda for Future Research,” provides a rich systematic review, synthesizes extant research, and points the way forward for scholars who are interested in issues related to defective or dangerous market offerings.

Theory-based review papers

Theory-based review papers review, synthetize, and extend a body of literature that uses the same underlying theory. For example, Rindfleisch and Heide’s ( 1997 ) classic review of research in marketing using transaction cost economics has been cited more than 2200 times, with a significant impact on applications of the theory to the discipline in the past 20 years. A recent paper in JAMS with similar intent, which could serve as a helpful model, focuses on “Resource-Based Theory in Marketing” (Kozlenkova et al. 2014 ). The article dives deeply into a description of the theory and its underlying assumptions, then organizes a systematic review of relevant literature according to various perspectives through which the theory has been applied in marketing. The authors conclude by identifying topical domains in marketing that might benefit from additional applications of the theory (e.g., marketing exchange), as well as related theories that could be integrated meaningfully with insights from the resource-based theory.

Method-based review papers

Method-based review papers review, synthetize, and extend a body of literature that uses the same underlying method. For example, in “Event Study Methodology in the Marketing Literature: An Overview” (Sorescu et al. 2017 ), the authors identify published studies in marketing that use an event study methodology. After a brief review of the theoretical foundations of event studies, they describe in detail the key design considerations associated with this method. The article then provides a roadmap for conducting event studies and compares this approach with a stock market returns analysis. The authors finish with a summary of the strengths and weaknesses of the event study method, which in turn suggests three main areas for further research. Similarly, “Discriminant Validity Testing in Marketing: An Analysis, Causes for Concern, and Proposed Remedies” (Voorhies et al. 2016 ) systematically reviews existing approaches for assessing discriminant validity in marketing contexts, then uses Monte Carlo simulation to determine which tests are most effective.

Our long-term editorial strategy is to make sure JAMS becomes and remains a well-recognized outlet for both meta-analysis and systematic managerial review papers in marketing. Ideally, review papers would come to represent 10%–20% of the papers published by the journal.

Process and structure for review papers

In this section, we review the process and typical structure of a systematic review paper, which lacks any long or established tradition in marketing research. The article by Grewal et al. ( 2018 ) provides a summary of effects-focused review papers (i.e., meta-analyses), so we do not discuss them in detail here.

Systematic literature review process

Some review papers submitted to journals take a “narrative” approach. They discuss current knowledge about a research domain, yet they often are flawed, in that they lack criteria for article inclusion (or, more accurately, article exclusion), fail to discuss the methodology used to evaluate included articles, and avoid critical assessment of the field (Barczak 2017 ). Such reviews tend to be purely descriptive, with little lasting impact.

In contrast, a systematic literature review aims to “comprehensively locate and synthesize research that bears on a particular question, using organized, transparent, and replicable procedures at each step in the process” (Littell et al. 2008 , p. 1). Littell et al. describe six key steps in the systematic review process. The extent to which each step is emphasized varies by paper, but all are important components of the review.

Topic formulation . The author sets out clear objectives for the review and articulates the specific research questions or hypotheses that will be investigated.

Study design . The author specifies relevant problems, populations, constructs, and settings of interest. The aim is to define explicit criteria that can be used to assess whether any particular study should be included in or excluded from the review. Furthermore, it is important to develop a protocol in advance that describes the procedures and methods to be used to evaluate published work.

Sampling . The aim in this third step is to identify all potentially relevant studies, including both published and unpublished research. To this end, the author must first define the sampling unit to be used in the review (e.g., individual, strategic business unit) and then develop an appropriate sampling plan.

Data collection . By retrieving the potentially relevant studies identified in the third step, the author can determine whether each study meets the eligibility requirements set out in the second step. For studies deemed acceptable, the data are extracted from each study and entered into standardized templates. These templates should be based on the protocols established in step 2.

Data analysis . The degree and nature of the analyses used to describe and examine the collected data vary widely by review. Purely descriptive analysis is useful as a starting point but rarely is sufficient on its own. The examination of trends, clusters of ideas, and multivariate relationships among constructs helps flesh out a deeper understanding of the domain. For example, both Hult ( 2015 ) and Huber et al. ( 2014 ) use bibliometric approaches (e.g., examine citation data using multidimensional scaling and cluster analysis techniques) to identify emerging versus declining themes in the broad field of marketing.

Reporting . Three key aspects of this final step are common across systematic reviews. First, the results from the fifth step need to be presented, clearly and compellingly, using narratives, tables, and figures. Second, core results that emerge from the review must be interpreted and discussed by the author. These revelatory insights should reflect a deeper understanding of the topic being investigated, not simply a regurgitation of well-established knowledge. Third, the author needs to describe the implications of these unique insights for both future research and managerial practice.

A new paper by Watson et al. ( 2017 ), “Harnessing Difference: A Capability-Based Framework for Stakeholder Engagement in Environmental Innovation,” provides a good example of a systematic review, starting with a cohesive conceptual framework that helps establish the boundaries of the review while also identifying core constructs and their relationships. The article then explicitly describes the procedures used to search for potentially relevant papers and clearly sets out criteria for study inclusion or exclusion. Next, a detailed discussion of core elements in the framework weaves published research findings into the exposition. The paper ends with a presentation of key implications and suggestions for the next steps. Similarly, “Marketing Survey Research Best Practices: Evidence and Recommendations from a Review of JAMS Articles” (Hulland et al. 2017 ) systematically reviews published marketing studies that use survey techniques, describes recent trends, and suggests best practices. In their review, Hulland et al. examine the entire population of survey papers published in JAMS over a ten-year span, relying on an extensive standardized data template to facilitate their subsequent data analysis.

Structure of systematic review papers

There is no cookie-cutter recipe for the exact structure of a useful systematic review paper; the final structure depends on the authors’ insights and intended points of emphasis. However, several key components are likely integral to a paper’s ability to contribute.

Depth and rigor

Systematic review papers must avoid falling in to two potential “ditches.” The first ditch threatens when the paper fails to demonstrate that a systematic approach was used for selecting articles for inclusion and capturing their insights. If a reader gets the impression that the author has cherry-picked only articles that fit some preset notion or failed to be thorough enough, without including articles that make significant contributions to the field, the paper will be consigned to the proverbial side of the road when it comes to the discipline’s attention.

Authors that fall into the other ditch present a thorough, complete overview that offers only a mind-numbing recitation, without evident organization, synthesis, or critical evaluation. Although comprehensive, such a paper is more of an index than a useful review. The reviewed articles must be grouped in a meaningful way to guide the reader toward a better understanding of the focal phenomenon and provide a foundation for insights about future research directions. Some scholars organize research by scholarly perspectives (e.g., the psychology of privacy, the economics of privacy; Martin and Murphy 2017 ); others classify the chosen articles by objective research aspects (e.g., empirical setting, research design, conceptual frameworks; Cleeren et al. 2017 ). The method of organization chosen must allow the author to capture the complexity of the underlying phenomenon (e.g., including temporal or evolutionary aspects, if relevant).

Replicability

Processes for the identification and inclusion of research articles should be described in sufficient detail, such that an interested reader could replicate the procedure. The procedures used to analyze chosen articles and extract their empirical findings and/or key takeaways should be described with similar specificity and detail.

We already have noted the potential usefulness of well-done review papers. Some scholars always are new to the field or domain in question, so review papers also need to help them gain foundational knowledge. Key constructs, definitions, assumptions, and theories should be laid out clearly (for which purpose summary tables are extremely helpful). An integrated conceptual model can be useful to organize cited works. Most scholars integrate the knowledge they gain from reading the review paper into their plans for future research, so it is also critical that review papers clearly lay out implications (and specific directions) for research. Ideally, readers will come away from a review article filled with enthusiasm about ways they might contribute to the ongoing development of the field.

Helpful format

Because such a large body of research is being synthesized in most review papers, simply reading through the list of included studies can be exhausting for readers. We cannot overstate the importance of tables and figures in review papers, used in conjunction with meaningful headings and subheadings. Vast literature review tables often are essential, but they must be organized in a way that makes their insights digestible to the reader; in some cases, a sequence of more focused tables may be better than a single, comprehensive table.

In summary, articles that review extant research in a domain (topic, theory, or method) can be incredibly useful to the scientific progress of our field. Whether integrating the insights from extant research through a meta-analysis or synthesizing them through a systematic assessment, the promised benefits are similar. Both formats provide readers with a useful overview of knowledge about the focal phenomenon, as well as insights on key dilemmas and conflicting findings that suggest future research directions. Thus, the editorial team at JAMS encourages scholars to continue to invest the time and effort to construct thoughtful review papers.

Barczak, G. (2017). From the editor: writing a review article. Journal of Product Innovation Management, 34 (2), 120–121.

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Cleeren, K., Dekimpe, M. G., & van Heerde, H. J. (2017). Marketing research on product-harm crises: a review, managerial implications. Journal of the Academy of Marketing Science, 45 (5), 593–615.

Grewal, D., Puccinelli, N. M., & Monroe, K. B. (2018). Meta-analysis: error cancels and truth accrues. Journal of the Academy of Marketing Science, 46 (1).

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Huber, J., Kamakura, W., & Mela, C. F. (2014). A topical history of JMR . Journal of Marketing Research, 51 (1), 84–91.

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Verma, V., Sharma, D., & Sheth, J. (2016). Does relationship marketing matter in online retailing? A meta-analytic approach. Journal of the Academy of Marketing Science, 44 (2), 206–217.

Voorhies, C. M., Brady, M. K., Calantone, R., & Ramirez, E. (2016). Discriminant validity testing in marketing: an analysis, causes for concern, and proposed remedies. Journal of the Academy of Marketing Science, 44 (1), 119–134.

Watson, R., Wilson, H. N., Smart, P., & Macdonald, E. K. (2017). Harnessing difference: a capability-based framework for stakeholder engagement in environmental innovation. Journal of Product Innovation Management. https://doi.org/10.1111/jpim.12394 .

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Terry College of Business, University of Georgia, Athens, GA, USA

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Palmatier, R.W., Houston, M.B. & Hulland, J. Review articles: purpose, process, and structure. J. of the Acad. Mark. Sci. 46 , 1–5 (2018). https://doi.org/10.1007/s11747-017-0563-4

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Published : 02 October 2017

Issue Date : January 2018

DOI : https://doi.org/10.1007/s11747-017-0563-4

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How to Critique an Article (Psychology)

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How to Write an Article Review

Last Updated: September 8, 2023 Fact Checked

This article was co-authored by Jake Adams . Jake Adams is an academic tutor and the owner of Simplifi EDU, a Santa Monica, California based online tutoring business offering learning resources and online tutors for academic subjects K-College, SAT & ACT prep, and college admissions applications. With over 14 years of professional tutoring experience, Jake is dedicated to providing his clients the very best online tutoring experience and access to a network of excellent undergraduate and graduate-level tutors from top colleges all over the nation. Jake holds a BS in International Business and Marketing from Pepperdine University. There are 13 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 3,091,039 times.

An article review is both a summary and an evaluation of another writer's article. Teachers often assign article reviews to introduce students to the work of experts in the field. Experts also are often asked to review the work of other professionals. Understanding the main points and arguments of the article is essential for an accurate summation. Logical evaluation of the article's main theme, supporting arguments, and implications for further research is an important element of a review . Here are a few guidelines for writing an article review.

Education specialist Alexander Peterman recommends: "In the case of a review, your objective should be to reflect on the effectiveness of what has already been written, rather than writing to inform your audience about a subject."

Things You Should Know

• Read the article very closely, and then take time to reflect on your evaluation. Consider whether the article effectively achieves what it set out to.
• Write out a full article review by completing your intro, summary, evaluation, and conclusion. Don't forget to add a title, too!
• Proofread your review for mistakes (like grammar and usage), while also cutting down on needless information. [1] X Research source

Preparing to Write Your Review

• Article reviews present more than just an opinion. You will engage with the text to create a response to the scholarly writer's ideas. You will respond to and use ideas, theories, and research from your studies. Your critique of the article will be based on proof and your own thoughtful reasoning.
• An article review only responds to the author's research. It typically does not provide any new research. However, if you are correcting misleading or otherwise incorrect points, some new data may be presented.
• An article review both summarizes and evaluates the article.

• Summarize the article. Focus on the important points, claims, and information.
• Discuss the positive aspects of the article. Think about what the author does well, good points she makes, and insightful observations.
• Identify contradictions, gaps, and inconsistencies in the text. Determine if there is enough data or research included to support the author's claims. Find any unanswered questions left in the article.

• Make note of words or issues you don't understand and questions you have.
• Look up terms or concepts you are unfamiliar with, so you can fully understand the article. Read about concepts in-depth to make sure you understand their full context.

• Pay careful attention to the meaning of the article. Make sure you fully understand the article. The only way to write a good article review is to understand the article.

• With either method, make an outline of the main points made in the article and the supporting research or arguments. It is strictly a restatement of the main points of the article and does not include your opinions.
• After putting the article in your own words, decide which parts of the article you want to discuss in your review. You can focus on the theoretical approach, the content, the presentation or interpretation of evidence, or the style. You will always discuss the main issues of the article, but you can sometimes also focus on certain aspects. This comes in handy if you want to focus the review towards the content of a course.
• Review the summary outline to eliminate unnecessary items. Erase or cross out the less important arguments or supplemental information. Your revised summary can serve as the basis for the summary you provide at the beginning of your review.

• What does the article set out to do?
• What is the theoretical framework or assumptions?
• Are the central concepts clearly defined?
• How adequate is the evidence?
• How does the article fit into the literature and field?
• Does it advance the knowledge of the subject?
• How clear is the author's writing? Don't: include superficial opinions or your personal reaction. Do: pay attention to your biases, so you can overcome them.

Writing the Article Review

• For example, in MLA , a citation may look like: Duvall, John N. "The (Super)Marketplace of Images: Television as Unmediated Mediation in DeLillo's White Noise ." Arizona Quarterly 50.3 (1994): 127-53. Print. [10] X Trustworthy Source Purdue Online Writing Lab Trusted resource for writing and citation guidelines Go to source

• For example: The article, "Condom use will increase the spread of AIDS," was written by Anthony Zimmerman, a Catholic priest.

• Your introduction should only be 10-25% of your review.
• End the introduction with your thesis. Your thesis should address the above issues. For example: Although the author has some good points, his article is biased and contains some misinterpretation of data from others’ analysis of the effectiveness of the condom.

• Use direct quotes from the author sparingly.
• Review the summary you have written. Read over your summary many times to ensure that your words are an accurate description of the author's article.

• Support your critique with evidence from the article or other texts.
• The summary portion is very important for your critique. You must make the author's argument clear in the summary section for your evaluation to make sense.
• Remember, this is not where you say if you liked the article or not. You are assessing the significance and relevance of the article.
• Use a topic sentence and supportive arguments for each opinion. For example, you might address a particular strength in the first sentence of the opinion section, followed by several sentences elaborating on the significance of the point.

• This should only be about 10% of your overall essay.
• For example: This critical review has evaluated the article "Condom use will increase the spread of AIDS" by Anthony Zimmerman. The arguments in the article show the presence of bias, prejudice, argumentative writing without supporting details, and misinformation. These points weaken the author’s arguments and reduce his credibility.

• Make sure you have identified and discussed the 3-4 key issues in the article.

Sample Article Reviews

Expert Q&A

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• ↑ https://writing.wisc.edu/handbook/grammarpunct/proofreading/
• ↑ https://libguides.cmich.edu/writinghelp/articlereview
• ↑ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4548566/
• ↑ Jake Adams. Academic Tutor & Test Prep Specialist. Expert Interview. 24 July 2020.
• ↑ https://guides.library.queensu.ca/introduction-research/writing/critical
• ↑ https://www.iup.edu/writingcenter/writing-resources/organization-and-structure/creating-an-outline.html
• ↑ https://writing.umn.edu/sws/assets/pdf/quicktips/titles.pdf
• ↑ https://owl.purdue.edu/owl/research_and_citation/mla_style/mla_formatting_and_style_guide/mla_works_cited_periodicals.html
• ↑ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4548565/
• ↑ https://writingcenter.uconn.edu/wp-content/uploads/sites/593/2014/06/How_to_Summarize_a_Research_Article1.pdf
• ↑ https://www.uis.edu/learning-hub/writing-resources/handouts/learning-hub/how-to-review-a-journal-article
• ↑ https://writingcenter.unc.edu/tips-and-tools/editing-and-proofreading/

About This Article

If you have to write an article review, read through the original article closely, taking notes and highlighting important sections as you read. Next, rewrite the article in your own words, either in a long paragraph or as an outline. Open your article review by citing the article, then write an introduction which states the article’s thesis. Next, summarize the article, followed by your opinion about whether the article was clear, thorough, and useful. Finish with a paragraph that summarizes the main points of the article and your opinions. To learn more about what to include in your personal critique of the article, keep reading the article! Did this summary help you? Yes No

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How to Critique a Research Methodology

A research method is the specific procedure used to answer a set of research questions. Popular methods vary by field, but include qualitative as well as quantitative approaches. Qualitative approaches rely more on observation and interpretation, while quantitative methods focus on data collection and analysis. Research methods should not be confused with research methodology, which is the study of research methods.

Identifying and Critiquing a Research Method

Find the research method in a research paper by looking for a section by this title, which will typically be toward the beginning of the paper, after the abstract and introduction. The description of the research method should include a rationale for why it was chosen.

Ask yourself whether the method used makes sense in answering the research questions. Most basically, research questions which seek to understand a phenomenon may be best answered with qualitative methods such as case studies or narrative approaches. Research questions which seek to describe a phenomenon may be better suited to quantitative methods, such as experiments or surveys.

Match the research questions with the author’s conclusions. Make sure the research questions were answered specifically. Incomplete answers often indicate improper choice of research method.

Be aware of the most common methodological errors. First, even when a specific method answers specific research questions, data disparities and questions that arise during research often cause scientists to redesign their studies. Thus, a completed study should proceed logically from question to method to discussion and conclusions. If there are obvious questions left unanswered, a methodological error may be the cause.

Examine the researcher’s conclusions from a broad perspective. Ask yourself if they make significant contributions to existing knowledge about the topic. For example, if a study of apples reveals that they have seeds, this would not be a significant finding. Studies that merely support existing knowledge can be helpful, but an overly basic study can be the result of an improper method.

• Before critiquing any study, become familiar with the most common research methods in your specific field.
• Critique a researcher's work based on what the work claims to be. It's unfair to critique any research based on what it isn't.
• "Mass Communication Research and Theory"; Guido H. Stempel, III et al.; 2003

Robin Donovan has been a freelance health writer specializing in chronic illness and women's health since 2008. Her work has appeared in "Cincinnati Magazine," "Southeast Ohio" magazine, "Perspectives" magazine, the "Athens News" and other publications. She has a master's degree in journalism from Ohio University.

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Scholarly Articles: How can I tell?

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Methodology

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The methodology section or methods section tells you how the author(s) went about doing their research. It should let you know a) what method they used to gather data (survey, interviews, experiments, etc.), why they chose this method, and what the limitations are to this method.

The methodology section should be detailed enough that another researcher could replicate the study described. When you read the methodology or methods section:

• What kind of research method did the authors use? Is it an appropriate method for the type of study they are conducting?
• How did the authors get their tests subjects? What criteria did they use?
• What are the contexts of the study that may have affected the results (e.g. environmental conditions, lab conditions, timing questions, etc.)
• Is the sample size representative of the larger population (i.e., was it big enough?)
• Are the data collection instruments and procedures likely to have measured all the important characteristics with reasonable accuracy?
• Does the data analysis appear to have been done with care, and were appropriate analytical techniques used? 

A good researcher will always let you know about the limitations of his or her research.

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RSC Advances

Synthesis and study of antibiofilm and antivirulence properties of flavonol analogues generated by palladium catalyzed ligand free suzuki–miyaura coupling against pseudomonas aeruginosa pao1 †.

* Corresponding authors

a Department of Chemistry, School of Advanced Sciences, Vellore Institute of Technology, Vellore-632014, India E-mail: [email protected]

b Department of Pharmacy, The Ohio State University, USA

c Centre for Biomaterials, Cellular and Molecular Theranostics (CBCMT), Vellore Institute of Technology, Vellore-632014, India

d Department of Biotechnology, School of Bioscience and Technology, Vellore Institute of Technology, Vellore-632014, India

e Department of Integrative Biology, School of Bioscience and Technology, Vellore Institute of Technology VIT, Vellore-632014, India

The Suzuki–Miyaura coupling is one of the ubiquitous method for the carbon–carbon bond-forming reactions in organic chemistry. Its popularity is due to its ability to undergo extensive coupling reactions to generate a broad range of biaryl motifs in a straightforward manner displaying a high level of functional group tolerance. A convenient and efficient synthetic route to arylate different substituted flavonols through the Suzuki–Miyaura cross-coupling reaction has been explained in this study. The arylated products were acquired by the coupling of a variety of aryl boronic acids with flavonols under Pd(OAc) 2 catalyzed reaction conditions in a ligand-free reaction strategy. Subsequently, the antibiofilm and antivirulence properties of the arylated flavonols against Pseudomonas aeruginosa PAO1 were studied thoroughly. The best ligands for quorum sensing proteins LasR, RhlR, and PqsR were identified using molecular docking study. These best fitting ligands were then studied for their impact on gene expression level of P. aeruginosa by RT-PCR towards quorum sensing genes lasB , rhlA , and pqsE . The downregulation in the gene expression with the effect of synthesized flavonols endorse the antibiofilm efficiency of the compounds.

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Synthesis and study of antibiofilm and antivirulence properties of flavonol analogues generated by palladium catalyzed ligand free Suzuki–Miyaura coupling against Pseudomonas aeruginosa PAO1

A. T. Benny, M. Thamim, P. Srivastava, S. Suresh, K. Thirumoorthy, L. Rangasamy, K. S., N. Easwaran and E. K. Radhakrishnan, RSC Adv. , 2024,  14 , 12278 DOI: 10.1039/D3RA08617H

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Transformations That Work

• Michael Mankins
• Patrick Litre

More than a third of large organizations have some type of transformation program underway at any given time, and many launch one major change initiative after another. Though they kick off with a lot of fanfare, most of these efforts fail to deliver. Only 12% produce lasting results, and that figure hasn’t budged in the past two decades, despite everything we’ve learned over the years about how to lead change.

Clearly, businesses need a new model for transformation. In this article the authors present one based on research with dozens of leading companies that have defied the odds, such as Ford, Dell, Amgen, T-Mobile, Adobe, and Virgin Australia. The successful programs, the authors found, employed six critical practices: treating transformation as a continuous process; building it into the company’s operating rhythm; explicitly managing organizational energy; using aspirations, not benchmarks, to set goals; driving change from the middle of the organization out; and tapping significant external capital to fund the effort from the start.

Lessons from companies that are defying the odds

Idea in Brief

The problem.

Although companies frequently engage in transformation initiatives, few are actually transformative. Research indicates that only 12% of major change programs produce lasting results.

Why It Happens

Leaders are increasingly content with incremental improvements. As a result, they experience fewer outright failures but equally fewer real transformations.

The Solution

To deliver, change programs must treat transformation as a continuous process, build it into the company’s operating rhythm, explicitly manage organizational energy, state aspirations rather than set targets, drive change from the middle out, and be funded by serious capital investments.

Nearly every major corporation has embarked on some sort of transformation in recent years. By our estimates, at any given time more than a third of large organizations have a transformation program underway. When asked, roughly 50% of CEOs we’ve interviewed report that their company has undertaken two or more major change efforts within the past five years, with nearly 20% reporting three or more.

• Michael Mankins is a leader in Bain’s Organization and Strategy practices and is a partner based in Austin, Texas. He is a coauthor of Time, Talent, Energy: Overcome Organizational Drag and Unleash Your Team’s Productive Power (Harvard Business Review Press, 2017).
• PL Patrick Litre leads Bain’s Global Transformation and Change practice and is a partner based in Atlanta.

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Reviews in Membrane Applications - Gas and Vapor

Advanced and Sustainable Manufacturing Methods of Polymer-based Membranes for Gas Separation: A Review Provisionally Accepted

• 1 University of Bath, United Kingdom

The final, formatted version of the article will be published soon.

The fabrication of membranes for gas separation presents challenges that hinder their deployment as a truly sustainable technology. This review systematically explores the evolution and advancements in materials and manufacturing methods of polymer-based membranes, with a keen emphasis on sustainability and efficiency. The review delineates a broad spectrum of manufacturing techniques, ranging from traditional methods to cutting-edge approaches such as layer-by-layer assembly, and green synthesis, highlighting their implications for environmental sustainability, performance enhancement, scalability, and economic viability. Key findings indicate a significant shift towards greener solvents, biobased polymers and processes that reduce waste and costs. Critical analysis uncovers a growing focus on understanding the life cycle of membranes and developing strategies for end-of-life such as recycling and the use of biodegradable materials, underscoring the commitment of the community to minimizing environmental footprints.

Keywords: Membrane manufacturing, sustainability, Polymeric membranes, Gas separation membranes, Recyclability

Received: 23 Feb 2024; Accepted: 16 Apr 2024.

Copyright: © 2024 Alkandari and Castro Dominguez. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Dr. Bernardo Castro Dominguez, University of Bath, Bath, BA2 7AY, England, United Kingdom

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• Int J Qual Stud Health Well-being

Methodology or method? A critical review of qualitative case study reports

Despite on-going debate about credibility, and reported limitations in comparison to other approaches, case study is an increasingly popular approach among qualitative researchers. We critically analysed the methodological descriptions of published case studies. Three high-impact qualitative methods journals were searched to locate case studies published in the past 5 years; 34 were selected for analysis. Articles were categorized as health and health services ( n= 12), social sciences and anthropology ( n= 7), or methods ( n= 15) case studies. The articles were reviewed using an adapted version of established criteria to determine whether adequate methodological justification was present, and if study aims, methods, and reported findings were consistent with a qualitative case study approach. Findings were grouped into five themes outlining key methodological issues: case study methodology or method, case of something particular and case selection, contextually bound case study, researcher and case interactions and triangulation, and study design inconsistent with methodology reported. Improved reporting of case studies by qualitative researchers will advance the methodology for the benefit of researchers and practitioners.

Case study research is an increasingly popular approach among qualitative researchers (Thomas, 2011 ). Several prominent authors have contributed to methodological developments, which has increased the popularity of case study approaches across disciplines (Creswell, 2013b ; Denzin & Lincoln, 2011b ; Merriam, 2009 ; Ragin & Becker, 1992 ; Stake, 1995 ; Yin, 2009 ). Current qualitative case study approaches are shaped by paradigm, study design, and selection of methods, and, as a result, case studies in the published literature vary. Differences between published case studies can make it difficult for researchers to define and understand case study as a methodology.

Experienced qualitative researchers have identified case study research as a stand-alone qualitative approach (Denzin & Lincoln, 2011b ). Case study research has a level of flexibility that is not readily offered by other qualitative approaches such as grounded theory or phenomenology. Case studies are designed to suit the case and research question and published case studies demonstrate wide diversity in study design. There are two popular case study approaches in qualitative research. The first, proposed by Stake ( 1995 ) and Merriam ( 2009 ), is situated in a social constructivist paradigm, whereas the second, by Yin ( 2012 ), Flyvbjerg ( 2011 ), and Eisenhardt ( 1989 ), approaches case study from a post-positivist viewpoint. Scholarship from both schools of inquiry has contributed to the popularity of case study and development of theoretical frameworks and principles that characterize the methodology.

The diversity of case studies reported in the published literature, and on-going debates about credibility and the use of case study in qualitative research practice, suggests that differences in perspectives on case study methodology may prevent researchers from developing a mutual understanding of practice and rigour. In addition, discussion about case study limitations has led some authors to query whether case study is indeed a methodology (Luck, Jackson, & Usher, 2006 ; Meyer, 2001 ; Thomas, 2010 ; Tight, 2010 ). Methodological discussion of qualitative case study research is timely, and a review is required to analyse and understand how this methodology is applied in the qualitative research literature. The aims of this study were to review methodological descriptions of published qualitative case studies, to review how the case study methodological approach was applied, and to identify issues that need to be addressed by researchers, editors, and reviewers. An outline of the current definitions of case study and an overview of the issues proposed in the qualitative methodological literature are provided to set the scene for the review.

Definitions of qualitative case study research

Case study research is an investigation and analysis of a single or collective case, intended to capture the complexity of the object of study (Stake, 1995 ). Qualitative case study research, as described by Stake ( 1995 ), draws together “naturalistic, holistic, ethnographic, phenomenological, and biographic research methods” in a bricoleur design, or in his words, “a palette of methods” (Stake, 1995 , pp. xi–xii). Case study methodology maintains deep connections to core values and intentions and is “particularistic, descriptive and heuristic” (Merriam, 2009 , p. 46).

As a study design, case study is defined by interest in individual cases rather than the methods of inquiry used. The selection of methods is informed by researcher and case intuition and makes use of naturally occurring sources of knowledge, such as people or observations of interactions that occur in the physical space (Stake, 1998 ). Thomas ( 2011 ) suggested that “analytical eclecticism” is a defining factor (p. 512). Multiple data collection and analysis methods are adopted to further develop and understand the case, shaped by context and emergent data (Stake, 1995 ). This qualitative approach “explores a real-life, contemporary bounded system (a case ) or multiple bounded systems (cases) over time, through detailed, in-depth data collection involving multiple sources of information … and reports a case description and case themes ” (Creswell, 2013b , p. 97). Case study research has been defined by the unit of analysis, the process of study, and the outcome or end product, all essentially the case (Merriam, 2009 ).

The case is an object to be studied for an identified reason that is peculiar or particular. Classification of the case and case selection procedures informs development of the study design and clarifies the research question. Stake ( 1995 ) proposed three types of cases and study design frameworks. These include the intrinsic case, the instrumental case, and the collective instrumental case. The intrinsic case is used to understand the particulars of a single case, rather than what it represents. An instrumental case study provides insight on an issue or is used to refine theory. The case is selected to advance understanding of the object of interest. A collective refers to an instrumental case which is studied as multiple, nested cases, observed in unison, parallel, or sequential order. More than one case can be simultaneously studied; however, each case study is a concentrated, single inquiry, studied holistically in its own entirety (Stake, 1995 , 1998 ).

Researchers who use case study are urged to seek out what is common and what is particular about the case. This involves careful and in-depth consideration of the nature of the case, historical background, physical setting, and other institutional and political contextual factors (Stake, 1998 ). An interpretive or social constructivist approach to qualitative case study research supports a transactional method of inquiry, where the researcher has a personal interaction with the case. The case is developed in a relationship between the researcher and informants, and presented to engage the reader, inviting them to join in this interaction and in case discovery (Stake, 1995 ). A postpositivist approach to case study involves developing a clear case study protocol with careful consideration of validity and potential bias, which might involve an exploratory or pilot phase, and ensures that all elements of the case are measured and adequately described (Yin, 2009 , 2012 ).

Current methodological issues in qualitative case study research

The future of qualitative research will be influenced and constructed by the way research is conducted, and by what is reviewed and published in academic journals (Morse, 2011 ). If case study research is to further develop as a principal qualitative methodological approach, and make a valued contribution to the field of qualitative inquiry, issues related to methodological credibility must be considered. Researchers are required to demonstrate rigour through adequate descriptions of methodological foundations. Case studies published without sufficient detail for the reader to understand the study design, and without rationale for key methodological decisions, may lead to research being interpreted as lacking in quality or credibility (Hallberg, 2013 ; Morse, 2011 ).

There is a level of artistic license that is embraced by qualitative researchers and distinguishes practice, which nurtures creativity, innovation, and reflexivity (Denzin & Lincoln, 2011b ; Morse, 2009 ). Qualitative research is “inherently multimethod” (Denzin & Lincoln, 2011a , p. 5); however, with this creative freedom, it is important for researchers to provide adequate description for methodological justification (Meyer, 2001 ). This includes paradigm and theoretical perspectives that have influenced study design. Without adequate description, study design might not be understood by the reader, and can appear to be dishonest or inaccurate. Reviewers and readers might be confused by the inconsistent or inappropriate terms used to describe case study research approach and methods, and be distracted from important study findings (Sandelowski, 2000 ). This issue extends beyond case study research, and others have noted inconsistencies in reporting of methodology and method by qualitative researchers. Sandelowski ( 2000 , 2010 ) argued for accurate identification of qualitative description as a research approach. She recommended that the selected methodology should be harmonious with the study design, and be reflected in methods and analysis techniques. Similarly, Webb and Kevern ( 2000 ) uncovered inconsistencies in qualitative nursing research with focus group methods, recommending that methodological procedures must cite seminal authors and be applied with respect to the selected theoretical framework. Incorrect labelling using case study might stem from the flexibility in case study design and non-directional character relative to other approaches (Rosenberg & Yates, 2007 ). Methodological integrity is required in design of qualitative studies, including case study, to ensure study rigour and to enhance credibility of the field (Morse, 2011 ).

Case study has been unnecessarily devalued by comparisons with statistical methods (Eisenhardt, 1989 ; Flyvbjerg, 2006 , 2011 ; Jensen & Rodgers, 2001 ; Piekkari, Welch, & Paavilainen, 2009 ; Tight, 2010 ; Yin, 1999 ). It is reputed to be the “the weak sibling” in comparison to other, more rigorous, approaches (Yin, 2009 , p. xiii). Case study is not an inherently comparative approach to research. The objective is not statistical research, and the aim is not to produce outcomes that are generalizable to all populations (Thomas, 2011 ). Comparisons between case study and statistical research do little to advance this qualitative approach, and fail to recognize its inherent value, which can be better understood from the interpretive or social constructionist viewpoint of other authors (Merriam, 2009 ; Stake, 1995 ). Building on discussions relating to “fuzzy” (Bassey, 2001 ), or naturalistic generalizations (Stake, 1978 ), or transference of concepts and theories (Ayres, Kavanaugh, & Knafl, 2003 ; Morse et al., 2011 ) would have more relevance.

Case study research has been used as a catch-all design to justify or add weight to fundamental qualitative descriptive studies that do not fit with other traditional frameworks (Merriam, 2009 ). A case study has been a “convenient label for our research—when we ‘can't think of anything ‘better”—in an attempt to give it [qualitative methodology] some added respectability” (Tight, 2010 , p. 337). Qualitative case study research is a pliable approach (Merriam, 2009 ; Meyer, 2001 ; Stake, 1995 ), and has been likened to a “curious methodological limbo” (Gerring, 2004 , p. 341) or “paradigmatic bridge” (Luck et al., 2006 , p. 104), that is on the borderline between postpositivist and constructionist interpretations. This has resulted in inconsistency in application, which indicates that flexibility comes with limitations (Meyer, 2001 ), and the open nature of case study research might be off-putting to novice researchers (Thomas, 2011 ). The development of a well-(in)formed theoretical framework to guide a case study should improve consistency, rigour, and trust in studies published in qualitative research journals (Meyer, 2001 ).

Assessment of rigour

The purpose of this study was to analyse the methodological descriptions of case studies published in qualitative methods journals. To do this we needed to develop a suitable framework, which used existing, established criteria for appraising qualitative case study research rigour (Creswell, 2013b ; Merriam, 2009 ; Stake, 1995 ). A number of qualitative authors have developed concepts and criteria that are used to determine whether a study is rigorous (Denzin & Lincoln, 2011b ; Lincoln, 1995 ; Sandelowski & Barroso, 2002 ). The criteria proposed by Stake ( 1995 ) provide a framework for readers and reviewers to make judgements regarding case study quality, and identify key characteristics essential for good methodological rigour. Although each of the factors listed in Stake's criteria could enhance the quality of a qualitative research report, in Table I we present an adapted criteria used in this study, which integrates more recent work by Merriam ( 2009 ) and Creswell ( 2013b ). Stake's ( 1995 ) original criteria were separated into two categories. The first list of general criteria is “relevant for all qualitative research.” The second list, “high relevance to qualitative case study research,” was the criteria that we decided had higher relevance to case study research. This second list was the main criteria used to assess the methodological descriptions of the case studies reviewed. The complete table has been preserved so that the reader can determine how the original criteria were adapted.

Framework for assessing quality in qualitative case study research.

Adapted from Stake ( 1995 , p. 131).

Study design

The critical review method described by Grant and Booth ( 2009 ) was used, which is appropriate for the assessment of research quality, and is used for literature analysis to inform research and practice. This type of review goes beyond the mapping and description of scoping or rapid reviews, to include “analysis and conceptual innovation” (Grant & Booth, 2009 , p. 93). A critical review is used to develop existing, or produce new, hypotheses or models. This is different to systematic reviews that answer clinical questions. It is used to evaluate existing research and competing ideas, to provide a “launch pad” for conceptual development and “subsequent testing” (Grant & Booth, 2009 , p. 93).

Qualitative methods journals were located by a search of the 2011 ISI Journal Citation Reports in Social Science, via the database Web of Knowledge (see m.webofknowledge.com). No “qualitative research methods” category existed in the citation reports; therefore, a search of all categories was performed using the term “qualitative.” In Table II , we present the qualitative methods journals located, ranked by impact factor. The highest ranked journals were selected for searching. We acknowledge that the impact factor ranking system might not be the best measure of journal quality (Cheek, Garnham, & Quan, 2006 ); however, this was the most appropriate and accessible method available.

International Journal of Qualitative Studies on Health and Well-being.

Search strategy

In March 2013, searches of the journals, Qualitative Health Research , Qualitative Research , and Qualitative Inquiry were completed to retrieve studies with “case study” in the abstract field. The search was limited to the past 5 years (1 January 2008 to 1 March 2013). The objective was to locate published qualitative case studies suitable for assessment using the adapted criterion. Viewpoints, commentaries, and other article types were excluded from review. Title and abstracts of the 45 retrieved articles were read by the first author, who identified 34 empirical case studies for review. All authors reviewed the 34 studies to confirm selection and categorization. In Table III , we present the 34 case studies grouped by journal, and categorized by research topic, including health sciences, social sciences and anthropology, and methods research. There was a discrepancy in categorization of one article on pedagogy and a new teaching method published in Qualitative Inquiry (Jorrín-Abellán, Rubia-Avi, Anguita-Martínez, Gómez-Sánchez, & Martínez-Mones, 2008 ). Consensus was to allocate to the methods category.

Outcomes of search of qualitative methods journals.

In Table III , the number of studies located, and final numbers selected for review have been reported. Qualitative Health Research published the most empirical case studies ( n= 16). In the health category, there were 12 case studies of health conditions, health services, and health policy issues, all published in Qualitative Health Research . Seven case studies were categorized as social sciences and anthropology research, which combined case study with biography and ethnography methodologies. All three journals published case studies on methods research to illustrate a data collection or analysis technique, methodological procedure, or related issue.

The methodological descriptions of 34 case studies were critically reviewed using the adapted criteria. All articles reviewed contained a description of study methods; however, the length, amount of detail, and position of the description in the article varied. Few studies provided an accurate description and rationale for using a qualitative case study approach. In the 34 case studies reviewed, three described a theoretical framework informed by Stake ( 1995 ), two by Yin ( 2009 ), and three provided a mixed framework informed by various authors, which might have included both Yin and Stake. Few studies described their case study design, or included a rationale that explained why they excluded or added further procedures, and whether this was to enhance the study design, or to better suit the research question. In 26 of the studies no reference was provided to principal case study authors. From reviewing the description of methods, few authors provided a description or justification of case study methodology that demonstrated how their study was informed by the methodological literature that exists on this approach.

The methodological descriptions of each study were reviewed using the adapted criteria, and the following issues were identified: case study methodology or method; case of something particular and case selection; contextually bound case study; researcher and case interactions and triangulation; and, study design inconsistent with methodology. An outline of how the issues were developed from the critical review is provided, followed by a discussion of how these relate to the current methodological literature.

Case study methodology or method

A third of the case studies reviewed appeared to use a case report method, not case study methodology as described by principal authors (Creswell, 2013b ; Merriam, 2009 ; Stake, 1995 ; Yin, 2009 ). Case studies were identified as a case report because of missing methodological detail and by review of the study aims and purpose. These reports presented data for small samples of no more than three people, places or phenomenon. Four studies, or “case reports” were single cases selected retrospectively from larger studies (Bronken, Kirkevold, Martinsen, & Kvigne, 2012 ; Coltart & Henwood, 2012 ; Hooghe, Neimeyer, & Rober, 2012 ; Roscigno et al., 2012 ). Case reports were not a case of something, instead were a case demonstration or an example presented in a report. These reports presented outcomes, and reported on how the case could be generalized. Descriptions focussed on the phenomena, rather than the case itself, and did not appear to study the case in its entirety.

Case reports had minimal in-text references to case study methodology, and were informed by other qualitative traditions or secondary sources (Adamson & Holloway, 2012 ; Buzzanell & D'Enbeau, 2009 ; Nagar-Ron & Motzafi-Haller, 2011 ). This does not suggest that case study methodology cannot be multimethod, however, methodology should be consistent in design, be clearly described (Meyer, 2001 ; Stake, 1995 ), and maintain focus on the case (Creswell, 2013b ).

To demonstrate how case reports were identified, three examples are provided. The first, Yeh ( 2013 ) described their study as, “the examination of the emergence of vegetarianism in Victorian England serves as a case study to reveal the relationships between boundaries and entities” (p. 306). The findings were a historical case report, which resulted from an ethnographic study of vegetarianism. Cunsolo Willox, Harper, Edge, ‘My Word’: Storytelling and Digital Media Lab, and Rigolet Inuit Community Government (2013) used “a case study that illustrates the usage of digital storytelling within an Inuit community” (p. 130). This case study reported how digital storytelling can be used with indigenous communities as a participatory method to illuminate the benefits of this method for other studies. This “case study was conducted in the Inuit community” but did not include the Inuit community in case analysis (Cunsolo Willox et al., 2013 , p. 130). Bronken et al. ( 2012 ) provided a single case report to demonstrate issues observed in a larger clinical study of aphasia and stroke, without adequate case description or analysis.

Case study of something particular and case selection

Case selection is a precursor to case analysis, which needs to be presented as a convincing argument (Merriam, 2009 ). Descriptions of the case were often not adequate to ascertain why the case was selected, or whether it was a particular exemplar or outlier (Thomas, 2011 ). In a number of case studies in the health and social science categories, it was not explicit whether the case was of something particular, or peculiar to their discipline or field (Adamson & Holloway, 2012 ; Bronken et al., 2012 ; Colón-Emeric et al., 2010 ; Jackson, Botelho, Welch, Joseph, & Tennstedt, 2012 ; Mawn et al., 2010 ; Snyder-Young, 2011 ). There were exceptions in the methods category ( Table III ), where cases were selected by researchers to report on a new or innovative method. The cases emerged through heuristic study, and were reported to be particular, relative to the existing methods literature (Ajodhia-Andrews & Berman, 2009 ; Buckley & Waring, 2013 ; Cunsolo Willox et al., 2013 ; De Haene, Grietens, & Verschueren, 2010 ; Gratton & O'Donnell, 2011 ; Sumsion, 2013 ; Wimpenny & Savin-Baden, 2012 ).

Case selection processes were sometimes insufficient to understand why the case was selected from the global population of cases, or what study of this case would contribute to knowledge as compared with other possible cases (Adamson & Holloway, 2012 ; Bronken et al., 2012 ; Colón-Emeric et al., 2010 ; Jackson et al., 2012 ; Mawn et al., 2010 ). In two studies, local cases were selected (Barone, 2010 ; Fourie & Theron, 2012 ) because the researcher was familiar with and had access to the case. Possible limitations of a convenience sample were not acknowledged. Purposeful sampling was used to recruit participants within the case of one study, but not of the case itself (Gallagher et al., 2013 ). Random sampling was completed for case selection in two studies (Colón-Emeric et al., 2010 ; Jackson et al., 2012 ), which has limited meaning in interpretive qualitative research.

To demonstrate how researchers provided a good justification for the selection of case study approaches, four examples are provided. The first, cases of residential care homes, were selected because of reported occurrences of mistreatment, which included residents being locked in rooms at night (Rytterström, Unosson, & Arman, 2013 ). Roscigno et al. ( 2012 ) selected cases of parents who were admitted for early hospitalization in neonatal intensive care with a threatened preterm delivery before 26 weeks. Hooghe et al. ( 2012 ) used random sampling to select 20 couples that had experienced the death of a child; however, the case study was of one couple and a particular metaphor described only by them. The final example, Coltart and Henwood ( 2012 ), provided a detailed account of how they selected two cases from a sample of 46 fathers based on personal characteristics and beliefs. They described how the analysis of the two cases would contribute to their larger study on first time fathers and parenting.

Contextually bound case study

The limits or boundaries of the case are a defining factor of case study methodology (Merriam, 2009 ; Ragin & Becker, 1992 ; Stake, 1995 ; Yin, 2009 ). Adequate contextual description is required to understand the setting or context in which the case is revealed. In the health category, case studies were used to illustrate a clinical phenomenon or issue such as compliance and health behaviour (Colón-Emeric et al., 2010 ; D'Enbeau, Buzzanell, & Duckworth, 2010 ; Gallagher et al., 2013 ; Hooghe et al., 2012 ; Jackson et al., 2012 ; Roscigno et al., 2012 ). In these case studies, contextual boundaries, such as physical and institutional descriptions, were not sufficient to understand the case as a holistic system, for example, the general practitioner (GP) clinic in Gallagher et al. ( 2013 ), or the nursing home in Colón-Emeric et al. ( 2010 ). Similarly, in the social science and methods categories, attention was paid to some components of the case context, but not others, missing important information required to understand the case as a holistic system (Alexander, Moreira, & Kumar, 2012 ; Buzzanell & D'Enbeau, 2009 ; Nairn & Panelli, 2009 ; Wimpenny & Savin-Baden, 2012 ).

In two studies, vicarious experience or vignettes (Nairn & Panelli, 2009 ) and images (Jorrín-Abellán et al., 2008 ) were effective to support description of context, and might have been a useful addition for other case studies. Missing contextual boundaries suggests that the case might not be adequately defined. Additional information, such as the physical, institutional, political, and community context, would improve understanding of the case (Stake, 1998 ). In Boxes 1 and 2 , we present brief synopses of two studies that were reviewed, which demonstrated a well bounded case. In Box 1 , Ledderer ( 2011 ) used a qualitative case study design informed by Stake's tradition. In Box 2 , Gillard, Witt, and Watts ( 2011 ) were informed by Yin's tradition. By providing a brief outline of the case studies in Boxes 1 and 2 , we demonstrate how effective case boundaries can be constructed and reported, which may be of particular interest to prospective case study researchers.

Article synopsis of case study research using Stake's tradition

Ledderer ( 2011 ) used a qualitative case study research design, informed by modern ethnography. The study is bounded to 10 general practice clinics in Denmark, who had received federal funding to implement preventative care services based on a Motivational Interviewing intervention. The researcher question focussed on “why is it so difficult to create change in medical practice?” (Ledderer, 2011 , p. 27). The study context was adequately described, providing detail on the general practitioner (GP) clinics and relevant political and economic influences. Methodological decisions are described in first person narrative, providing insight on researcher perspectives and interaction with the case. Forty-four interviews were conducted, which focussed on how GPs conducted consultations, and the form, nature and content, rather than asking their opinion or experience (Ledderer, 2011 , p. 30). The duration and intensity of researcher immersion in the case enhanced depth of description and trustworthiness of study findings. Analysis was consistent with Stake's tradition, and the researcher provided examples of inquiry techniques used to challenge assumptions about emerging themes. Several other seminal qualitative works were cited. The themes and typology constructed are rich in narrative data and storytelling by clinic staff, demonstrating individual clinic experiences as well as shared meanings and understandings about changing from a biomedical to psychological approach to preventative health intervention. Conclusions make note of social and cultural meanings and lessons learned, which might not have been uncovered using a different methodology.

Article synopsis of case study research using Yin's tradition

Gillard et al. ( 2011 ) study of camps for adolescents living with HIV/AIDs provided a good example of Yin's interpretive case study approach. The context of the case is bounded by the three summer camps of which the researchers had prior professional involvement. A case study protocol was developed that used multiple methods to gather information at three data collection points coinciding with three youth camps (Teen Forum, Discover Camp, and Camp Strong). Gillard and colleagues followed Yin's ( 2009 ) principles, using a consistent data protocol that enhanced cross-case analysis. Data described the young people, the camp physical environment, camp schedule, objectives and outcomes, and the staff of three youth camps. The findings provided a detailed description of the context, with less detail of individual participants, including insight into researcher's interpretations and methodological decisions throughout the data collection and analysis process. Findings provided the reader with a sense of “being there,” and are discovered through constant comparison of the case with the research issues; the case is the unit of analysis. There is evidence of researcher immersion in the case, and Gillard reports spending significant time in the field in a naturalistic and integrated youth mentor role.

This case study is not intended to have a significant impact on broader health policy, although does have implications for health professionals working with adolescents. Study conclusions will inform future camps for young people with chronic disease, and practitioners are able to compare similarities between this case and their own practice (for knowledge translation). No limitations of this article were reported. Limitations related to publication of this case study were that it was 20 pages long and used three tables to provide sufficient description of the camp and program components, and relationships with the research issue.

Researcher and case interactions and triangulation

Researcher and case interactions and transactions are a defining feature of case study methodology (Stake, 1995 ). Narrative stories, vignettes, and thick description are used to provoke vicarious experience and a sense of being there with the researcher in their interaction with the case. Few of the case studies reviewed provided details of the researcher's relationship with the case, researcher–case interactions, and how these influenced the development of the case study (Buzzanell & D'Enbeau, 2009 ; D'Enbeau et al., 2010 ; Gallagher et al., 2013 ; Gillard et al., 2011 ; Ledderer, 2011 ; Nagar-Ron & Motzafi-Haller, 2011 ). The role and position of the researcher needed to be self-examined and understood by readers, to understand how this influenced interactions with participants, and to determine what triangulation is needed (Merriam, 2009 ; Stake, 1995 ).

Gillard et al. ( 2011 ) provided a good example of triangulation, comparing data sources in a table (p. 1513). Triangulation of sources was used to reveal as much depth as possible in the study by Nagar-Ron and Motzafi-Haller ( 2011 ), while also enhancing confirmation validity. There were several case studies that would have benefited from improved range and use of data sources, and descriptions of researcher–case interactions (Ajodhia-Andrews & Berman, 2009 ; Bronken et al., 2012 ; Fincham, Scourfield, & Langer, 2008 ; Fourie & Theron, 2012 ; Hooghe et al., 2012 ; Snyder-Young, 2011 ; Yeh, 2013 ).

Study design inconsistent with methodology

Good, rigorous case studies require a strong methodological justification (Meyer, 2001 ) and a logical and coherent argument that defines paradigm, methodological position, and selection of study methods (Denzin & Lincoln, 2011b ). Methodological justification was insufficient in several of the studies reviewed (Barone, 2010 ; Bronken et al., 2012 ; Hooghe et al., 2012 ; Mawn et al., 2010 ; Roscigno et al., 2012 ; Yeh, 2013 ). This was judged by the absence, or inadequate or inconsistent reference to case study methodology in-text.

In six studies, the methodological justification provided did not relate to case study. There were common issues identified. Secondary sources were used as primary methodological references indicating that study design might not have been theoretically sound (Colón-Emeric et al., 2010 ; Coltart & Henwood, 2012 ; Roscigno et al., 2012 ; Snyder-Young, 2011 ). Authors and sources cited in methodological descriptions were inconsistent with the actual study design and practices used (Fourie & Theron, 2012 ; Hooghe et al., 2012 ; Jorrín-Abellán et al., 2008 ; Mawn et al., 2010 ; Rytterström et al., 2013 ; Wimpenny & Savin-Baden, 2012 ). This occurred when researchers cited Stake or Yin, or both (Mawn et al., 2010 ; Rytterström et al., 2013 ), although did not follow their paradigmatic or methodological approach. In 26 studies there were no citations for a case study methodological approach.

The findings of this study have highlighted a number of issues for researchers. A considerable number of case studies reviewed were missing key elements that define qualitative case study methodology and the tradition cited. A significant number of studies did not provide a clear methodological description or justification relevant to case study. Case studies in health and social sciences did not provide sufficient information for the reader to understand case selection, and why this case was chosen above others. The context of the cases were not described in adequate detail to understand all relevant elements of the case context, which indicated that cases may have not been contextually bounded. There were inconsistencies between reported methodology, study design, and paradigmatic approach in case studies reviewed, which made it difficult to understand the study methodology and theoretical foundations. These issues have implications for methodological integrity and honesty when reporting study design, which are values of the qualitative research tradition and are ethical requirements (Wager & Kleinert, 2010a ). Poorly described methodological descriptions may lead the reader to misinterpret or discredit study findings, which limits the impact of the study, and, as a collective, hinders advancements in the broader qualitative research field.

The issues highlighted in our review build on current debates in the case study literature, and queries about the value of this methodology. Case study research can be situated within different paradigms or designed with an array of methods. In order to maintain the creativity and flexibility that is valued in this methodology, clearer descriptions of paradigm and theoretical position and methods should be provided so that study findings are not undervalued or discredited. Case study research is an interdisciplinary practice, which means that clear methodological descriptions might be more important for this approach than other methodologies that are predominantly driven by fewer disciplines (Creswell, 2013b ).

Authors frequently omit elements of methodologies and include others to strengthen study design, and we do not propose a rigid or purist ideology in this paper. On the contrary, we encourage new ideas about using case study, together with adequate reporting, which will advance the value and practice of case study. The implications of unclear methodological descriptions in the studies reviewed were that study design appeared to be inconsistent with reported methodology, and key elements required for making judgements of rigour were missing. It was not clear whether the deviations from methodological tradition were made by researchers to strengthen the study design, or because of misinterpretations. Morse ( 2011 ) recommended that innovations and deviations from practice are best made by experienced researchers, and that a novice might be unaware of the issues involved with making these changes. To perpetuate the tradition of case study research, applications in the published literature should have consistencies with traditional methodological constructions, and deviations should be described with a rationale that is inherent in study conduct and findings. Providing methodological descriptions that demonstrate a strong theoretical foundation and coherent study design will add credibility to the study, while ensuring the intrinsic meaning of case study is maintained.

The value of this review is that it contributes to discussion of whether case study is a methodology or method. We propose possible reasons why researchers might make this misinterpretation. Researchers may interchange the terms methods and methodology, and conduct research without adequate attention to epistemology and historical tradition (Carter & Little, 2007 ; Sandelowski, 2010 ). If the rich meaning that naming a qualitative methodology brings to the study is not recognized, a case study might appear to be inconsistent with the traditional approaches described by principal authors (Creswell, 2013a ; Merriam, 2009 ; Stake, 1995 ; Yin, 2009 ). If case studies are not methodologically and theoretically situated, then they might appear to be a case report.

Case reports are promoted by university and medical journals as a method of reporting on medical or scientific cases; guidelines for case reports are publicly available on websites ( http://www.hopkinsmedicine.org/institutional_review_board/guidelines_policies/guidelines/case_report.html ). The various case report guidelines provide a general criteria for case reports, which describes that this form of report does not meet the criteria of research, is used for retrospective analysis of up to three clinical cases, and is primarily illustrative and for educational purposes. Case reports can be published in academic journals, but do not require approval from a human research ethics committee. Traditionally, case reports describe a single case, to explain how and what occurred in a selected setting, for example, to illustrate a new phenomenon that has emerged from a larger study. A case report is not necessarily particular or the study of a case in its entirety, and the larger study would usually be guided by a different research methodology.

This description of a case report is similar to what was provided in some studies reviewed. This form of report lacks methodological grounding and qualities of research rigour. The case report has publication value in demonstrating an example and for dissemination of knowledge (Flanagan, 1999 ). However, case reports have different meaning and purpose to case study, which needs to be distinguished. Findings of our review suggest that the medical understanding of a case report has been confused with qualitative case study approaches.

In this review, a number of case studies did not have methodological descriptions that included key characteristics of case study listed in the adapted criteria, and several issues have been discussed. There have been calls for improvements in publication quality of qualitative research (Morse, 2011 ), and for improvements in peer review of submitted manuscripts (Carter & Little, 2007 ; Jasper, Vaismoradi, Bondas, & Turunen, 2013 ). The challenging nature of editor and reviewers responsibilities are acknowledged in the literature (Hames, 2013 ; Wager & Kleinert, 2010b ); however, review of case study methodology should be prioritized because of disputes on methodological value.

Authors using case study approaches are recommended to describe their theoretical framework and methods clearly, and to seek and follow specialist methodological advice when needed (Wager & Kleinert, 2010a ). Adequate page space for case study description would contribute to better publications (Gillard et al., 2011 ). Capitalizing on the ability to publish complementary resources should be considered.

Limitations of the review

There is a level of subjectivity involved in this type of review and this should be considered when interpreting study findings. Qualitative methods journals were selected because the aims and scope of these journals are to publish studies that contribute to methodological discussion and development of qualitative research. Generalist health and social science journals were excluded that might have contained good quality case studies. Journals in business or education were also excluded, although a review of case studies in international business journals has been published elsewhere (Piekkari et al., 2009 ).

The criteria used to assess the quality of the case studies were a set of qualitative indicators. A numerical or ranking system might have resulted in different results. Stake's ( 1995 ) criteria have been referenced elsewhere, and was deemed the best available (Creswell, 2013b ; Crowe et al., 2011 ). Not all qualitative studies are reported in a consistent way and some authors choose to report findings in a narrative form in comparison to a typical biomedical report style (Sandelowski & Barroso, 2002 ), if misinterpretations were made this may have affected the review.

Case study research is an increasingly popular approach among qualitative researchers, which provides methodological flexibility through the incorporation of different paradigmatic positions, study designs, and methods. However, whereas flexibility can be an advantage, a myriad of different interpretations has resulted in critics questioning the use of case study as a methodology. Using an adaptation of established criteria, we aimed to identify and assess the methodological descriptions of case studies in high impact, qualitative methods journals. Few articles were identified that applied qualitative case study approaches as described by experts in case study design. There were inconsistencies in methodology and study design, which indicated that researchers were confused whether case study was a methodology or a method. Commonly, there appeared to be confusion between case studies and case reports. Without clear understanding and application of the principles and key elements of case study methodology, there is a risk that the flexibility of the approach will result in haphazard reporting, and will limit its global application as a valuable, theoretically supported methodology that can be rigorously applied across disciplines and fields.

Conflict of interest and funding

The authors have not received any funding or benefits from industry or elsewhere to conduct this study.

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