Case study research and causal inference

Abstract Case study methodology is widely used in health research, but has had a marginal role in evaluative studies, given it is often assumed that case studies offer little for making causal inferences. We undertook a narrative review of examples of case study research from public health and healt...

Full description

Bibliographic Details
Main Authors: Judith Green, Benjamin Hanckel, Mark Petticrew, Sara Paparini, Sara Shaw
Format: Article
Language:English
Published: BMC 2022-12-01
Series:BMC Medical Research Methodology
Subjects:
Online Access:https://doi.org/10.1186/s12874-022-01790-8
_version_ 1811190486680993792
author Judith Green
Benjamin Hanckel
Mark Petticrew
Sara Paparini
Sara Shaw
author_facet Judith Green
Benjamin Hanckel
Mark Petticrew
Sara Paparini
Sara Shaw
author_sort Judith Green
collection DOAJ
description Abstract Case study methodology is widely used in health research, but has had a marginal role in evaluative studies, given it is often assumed that case studies offer little for making causal inferences. We undertook a narrative review of examples of case study research from public health and health services evaluations, with a focus on interventions addressing health inequalities. We identified five types of contribution these case studies made to evidence for causal relationships. These contributions relate to: (1) evidence about system actors’ own theories of causality; (2) demonstrative examples of causal relationships; (3) evidence about causal mechanisms; (4) evidence about the conditions under which causal mechanisms operate; and (5) inference about causality in complex systems. Case studies can and do contribute to understanding causal relationships. More transparency in the reporting of case studies would enhance their discoverability, and aid the development of a robust and pluralistic evidence base for public health and health services interventions. To strengthen the contribution that case studies make to that evidence base, researchers could: draw on wider methods from the political and social sciences, in particular on methods for robust analysis; carefully consider what population their case is a case ‘of’; and explicate the rationale used for making causal inferences.
first_indexed 2024-04-11T14:50:54Z
format Article
id doaj.art-a718af28d1094ae09f97273daed499f2
institution Directory Open Access Journal
issn 1471-2288
language English
last_indexed 2024-04-11T14:50:54Z
publishDate 2022-12-01
publisher BMC
record_format Article
series BMC Medical Research Methodology
spelling doaj.art-a718af28d1094ae09f97273daed499f22022-12-22T04:17:27ZengBMCBMC Medical Research Methodology1471-22882022-12-012211810.1186/s12874-022-01790-8Case study research and causal inferenceJudith Green0Benjamin Hanckel1Mark Petticrew2Sara Paparini3Sara Shaw4Wellcome Centre for Cultures & Environments of Health, University of ExeterInstitute for Culture and Society, Western Sydney UniversityDepartment of Public Health, Environments & Society, London School of Hygiene & Tropical MedicineWolfson Institute of Population Health, Queen Mary University of LondonNuffield Department of Primary Care Health Sciences, University of OxfordAbstract Case study methodology is widely used in health research, but has had a marginal role in evaluative studies, given it is often assumed that case studies offer little for making causal inferences. We undertook a narrative review of examples of case study research from public health and health services evaluations, with a focus on interventions addressing health inequalities. We identified five types of contribution these case studies made to evidence for causal relationships. These contributions relate to: (1) evidence about system actors’ own theories of causality; (2) demonstrative examples of causal relationships; (3) evidence about causal mechanisms; (4) evidence about the conditions under which causal mechanisms operate; and (5) inference about causality in complex systems. Case studies can and do contribute to understanding causal relationships. More transparency in the reporting of case studies would enhance their discoverability, and aid the development of a robust and pluralistic evidence base for public health and health services interventions. To strengthen the contribution that case studies make to that evidence base, researchers could: draw on wider methods from the political and social sciences, in particular on methods for robust analysis; carefully consider what population their case is a case ‘of’; and explicate the rationale used for making causal inferences.https://doi.org/10.1186/s12874-022-01790-8Case studyEvaluationCausal inferenceInequalityPublic healthHealth services research
spellingShingle Judith Green
Benjamin Hanckel
Mark Petticrew
Sara Paparini
Sara Shaw
Case study research and causal inference
BMC Medical Research Methodology
Case study
Evaluation
Causal inference
Inequality
Public health
Health services research
title Case study research and causal inference
title_full Case study research and causal inference
title_fullStr Case study research and causal inference
title_full_unstemmed Case study research and causal inference
title_short Case study research and causal inference
title_sort case study research and causal inference
topic Case study
Evaluation
Causal inference
Inequality
Public health
Health services research
url https://doi.org/10.1186/s12874-022-01790-8
work_keys_str_mv AT judithgreen casestudyresearchandcausalinference
AT benjaminhanckel casestudyresearchandcausalinference
AT markpetticrew casestudyresearchandcausalinference
AT sarapaparini casestudyresearchandcausalinference
AT sarashaw casestudyresearchandcausalinference