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Case Study vs. Survey: What's the Difference?

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Distinguishing Between Case Study & Survey Methods

Maria Nguyen

Key Difference – Case Study vs Survey

When carrying out research, case studies and surveys are two methods used by researchers. Although both are used to collect information, there is a key difference between a case study and a survey. A case study involves researching an individual, group, or specific situation in-depth, usually over a long period of time. On the other hand, a survey involves gathering data from an entire population or a very large sample to understand opinions on a specific topic. The main difference between the two methods is that case studies produce rich, descriptive data, while surveys do not; instead, the data collected from surveys is more statistically significant.

Key Takeaways

  • Case studies involve in-depth research of an individual, group, or specific situation, while surveys gather data from an entire population or a large sample.
  • Case studies produce rich, descriptive data, while surveys produce data that is more statistically significant.
  • Case studies are used in qualitative research, while surveys are mostly used in quantitative research.

What is a Case Study?

A case study refers to an in-depth study in which an individual, group, or a particular situation is studied. This is used in both natural and social sciences. In the natural sciences, a case study can be used to validate a theory or even a hypothesis. In the social sciences, case studies are used extensively to study human behavior and comprehend various social aspects. For example, in psychology, case studies are conducted to comprehend individual behavior. In such cases, the researcher records the entire history of the individual so that it enables him to identify various patterns of behavior. One of the classic examples of a case study is Sigmund Freud’s study of Anna O.

Case studies typically produce rich descriptive data. However, they cannot be used to provide generalizations on an entire population since the sample of a case study is usually limited to a single individual or a few individuals. Various research techniques, such as interviews, direct and participatory observation, and documents can be used for case studies.

What is a Survey?

A survey refers to research where data is gathered from an entire population or a very large sample to understand the opinions on a particular matter. In modern society, surveys are often used in politics and marketing. For example, imagine a situation where an organization wishes to understand the opinions of consumers on their latest product. Naturally, the organization would conduct a survey to comprehend the opinions of the consumer.

One of the most powerful research techniques used for surveys is the questionnaire. For this, the researcher creates a set of questions on the topic for which he will gather information from the participants. Unlike case studies, the data gathered from surveys is not very descriptive. Instead, they are statistically significant.

What is the difference between Case Study and Survey?

Definitions of Case Study and Survey: Case Study: A case study refers to an in-depth study in which an individual, group, or a particular situation is studied. Survey: A survey refers to research where data is gathered from an entire population or a very large sample to understand the opinions on a particular matter. Characteristics of Case Study and Survey: Research Type: Case Study: Case studies are used in qualitative research. Survey: Surveys are mostly used in quantitative research. Data: Case Study: Case studies produce rich in-depth data. Survey: Surveys produce numerical data. Sample: Case Study: For a case study, a relatively small population is chosen. This can vary from a few individuals to groups. Survey: For a survey, a large population can be used as the sample.

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Case Study vs. Survey — What's the Difference?

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Difference Between Case Study and Survey

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Case Studies vs. Surveys

What's the difference.

Case studies and surveys are both research methods used in various fields to gather information and insights. However, they differ in their approach and purpose. Case studies involve in-depth analysis of a specific individual, group, or situation, aiming to understand the complexities and unique aspects of the subject. They provide detailed qualitative data and allow researchers to explore causal relationships. On the other hand, surveys involve collecting data from a larger sample size through standardized questionnaires or interviews. Surveys are more focused on obtaining quantitative data and generalizing findings to a larger population. While case studies offer rich and detailed information, surveys provide a broader perspective and statistical analysis. Ultimately, the choice between these methods depends on the research objectives and the nature of the research question.

Further Detail

Introduction.

When conducting research, it is essential to choose the most appropriate method to gather data and analyze information. Two commonly used research methods are case studies and surveys. Both methods have their own unique attributes and can provide valuable insights, but they differ in terms of their approach, data collection, and analysis techniques. In this article, we will explore the attributes of case studies and surveys, highlighting their strengths and limitations.

Case Studies

Case studies are an in-depth examination of a particular individual, group, or phenomenon. They involve a comprehensive analysis of a specific case, often using multiple sources of data such as interviews, observations, and documents. Case studies are particularly useful when researchers aim to understand complex social phenomena or explore rare events. They provide a detailed and holistic view of the subject under investigation.

One of the key attributes of case studies is their ability to generate rich and detailed qualitative data. By using various data collection methods, researchers can gather a wide range of information, including personal experiences, attitudes, and behaviors. This depth of data allows for a comprehensive understanding of the case, capturing nuances and complexities that may not be captured by other research methods.

Furthermore, case studies are often conducted in real-world settings, providing a high level of ecological validity. Researchers can observe and analyze the subject within its natural context, which enhances the external validity of the findings. This attribute is particularly valuable when studying complex social phenomena that are influenced by contextual factors.

However, case studies also have limitations. Due to their in-depth nature, case studies are time-consuming and resource-intensive. They require significant effort to collect and analyze data, making them less suitable for large-scale studies. Additionally, the findings of case studies may lack generalizability, as they are often focused on specific cases or contexts. Therefore, caution must be exercised when applying the results of a case study to a broader population.

Surveys, on the other hand, are a research method that involves collecting data from a large number of participants using standardized questionnaires or interviews. Surveys are widely used in social sciences and market research to gather quantitative data and identify patterns or trends within a population. They provide a snapshot of the opinions, attitudes, and behaviors of a specific group.

One of the primary attributes of surveys is their ability to collect data from a large and diverse sample. By reaching a significant number of participants, surveys allow researchers to generalize their findings to a broader population. This attribute makes surveys particularly useful when studying large-scale phenomena or when the goal is to make statistical inferences.

Moreover, surveys offer a structured and standardized approach to data collection. The use of pre-determined questions and response options ensures consistency across participants, making it easier to compare and analyze the data. Surveys also allow for efficient data collection, as they can be administered to a large number of participants simultaneously, reducing the time and resources required.

However, surveys also have limitations. They rely heavily on self-reporting, which may introduce response biases or inaccuracies. Participants may provide socially desirable responses or misunderstand the questions, leading to biased or unreliable data. Additionally, surveys often provide limited depth of information, as they focus on collecting quantitative data rather than exploring the underlying reasons or motivations behind participants' responses.

Comparing Case Studies and Surveys

While case studies and surveys differ in their approach and data collection techniques, they both have their own strengths and limitations. Case studies offer a detailed and holistic understanding of a specific case or phenomenon, capturing rich qualitative data and providing high ecological validity. However, they are time-consuming, resource-intensive, and may lack generalizability.

On the other hand, surveys allow for data collection from a large and diverse sample, enabling generalizability and statistical inferences. They offer a structured and efficient approach to data collection, but may suffer from response biases and provide limited depth of information.

Choosing between case studies and surveys depends on the research objectives, the nature of the phenomenon under investigation, and the available resources. If the goal is to explore complex social phenomena in-depth and within their natural context, a case study may be the most appropriate method. However, if the aim is to gather data from a large population and make statistical inferences, a survey would be more suitable.

It is worth noting that case studies and surveys are not mutually exclusive. In fact, they can complement each other in a mixed-methods approach. Researchers can use a case study to gain a deep understanding of a specific case and then conduct a survey to validate or generalize the findings to a larger population.

Case studies and surveys are valuable research methods that offer unique attributes and insights. Case studies provide a detailed and holistic understanding of a specific case or phenomenon, capturing rich qualitative data and enhancing external validity. Surveys, on the other hand, allow for data collection from a large and diverse sample, enabling generalizability and statistical inferences. Both methods have their own strengths and limitations, and the choice between them depends on the research objectives and available resources. By understanding the attributes of case studies and surveys, researchers can make informed decisions and conduct rigorous and impactful research.

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How a Case Study Differs from Other Types of Research

When it comes to research, there are a variety of methods used to acquire data and draw conclusions. Among them is the case study, which looks in depth at a single event or individual to gain insight into broader trends. But how does this approach differ from other types of research? In this blog post, we’ll explore the distinctions between case studies and other types of research — such as surveys and experiments — so that you can decide which method is best for your project.

Let’s start by defining what a case study is. A case study is an in-depth look at a specific event, person or situation in order to draw conclusions about broader trends or issues. It involves collecting qualitative (e.g., interviews) and quantitative (e.g., surveys) data from multiple sources and analyzing it to form an argument or hypothesis. Unlike some other types of research, case studies are not necessarily intended to be generalizable; rather, they are meant to provide insight into the particular subject being studied.

Case studies differ from other types of research in several ways:

They rely heavily on qualitative data: As mentioned above, one key distinction between a case study and other forms of research is that it relies heavily on qualitative data — such as interviews — rather than quantitative data like surveys or experiments. Qualitative data provides deeper insight into the subject being studied by delving into its complexities and nuances, which can often be missed by more structured forms of data collection like surveys or experiments.

They focus on a single event/person/situation: Another distinguishing feature of case studies is that they focus on studying one particular event/person/situation in depth rather than attempting to draw broad generalizations from multiple sources or cases. This allows researchers to gain insight into the dynamics at play within the particular context being studied, rather than attempting to make larger claims about similar events in different contexts without adequate evidence to support them.

They may not be generalizable: Finally, unlike some other forms of research that seek generalizable results applicable across multiple contexts (e.g., survey results), case studies may not necessarily have generalizability as their primary goal; instead, they seek deeper understanding through exploring details within the single context being studied itself.

When a case study is the best approach

Now that we’ve looked at what distinguishes a case study from other types of research let’s consider when it might be most appropriate for your project needs:

When you need an in-depth understanding: Case studies are particularly well suited for projects where an in-depth understanding of an individual person/event/situation is needed rather than broad generalizations about similar events across multiple contexts. For example, if you were researching how people interact with technology and wanted greater insight into how different users interact with specific software applications then conducting several detailed interviews with users would likely yield better results than conducting a survey across multiple populations where responses might be more generic due to lack of personal detail involved with each response given by participants .

When you need contextual information: Case studies are also useful when considering complex situations where contextual information may influence outcomes; for example if you wanted to understand how poverty affects access to education then looking at individual stories within certain communities could provide valuable insights that would otherwise be missed if only considering survey responses from those communities without any further exploration through interviews etc..

When you need rich narrative detail: Finally, if your project requires rich narrative detail — such as stories about peoples lives — then again conducting several detailed interviews would likely yield better results than simply surveying participants as these kinds of stories may not always come out through standard survey questions alone due to lack of personal engagement involved with completing them accurately etc.

In conclusion then while there are many similarities between various forms of research there are also important distinctions between them too – particularly when comparing something like a case study against something like surveys or experiments etc.. The key takeaway here though should be when deciding which method best suits your project needs consider carefully whether getting an ‘in-depth understanding’ , ‘contextual information’ , ‘rich narrative detail’ etc..are primary goals – then use this knowledge alongside others factors such as time available , budget constraints etc..to decide which method best fits your requirements overall .

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Case Study – Methods, Examples and Guide

Table of Contents

A case study is an in-depth examination of a single case or a few selected cases within a real-world context. Case study research is widely used across disciplines such as psychology, sociology, business, and education to explore complex phenomena in detail. Unlike other research methods that aim for broad generalizations, case studies offer an intensive understanding of a specific individual, group, event, or situation.

Case Study Research

A case study is a research method that involves a detailed examination of a subject (the “case”) within its real-life context. Case studies are used to explore the causes of underlying principles, behaviors, or outcomes, providing insights into the nuances of the studied phenomena. This approach allows researchers to capture a wide array of factors and interactions that may not be visible in other methods, such as experiments or surveys.

Key Characteristics of Case Studies :

  • Focus on a specific case, individual, or event.
  • Provide in-depth analysis and contextual understanding.
  • Useful for exploring new or complex phenomena.
  • Generate rich qualitative data that contributes to theory building.

Types of Case Studies

Case studies can be classified into different types depending on their purpose and methodology. Common types include exploratory , descriptive , explanatory , intrinsic , and instrumental case studies.

1. Exploratory Case Study

Definition : An exploratory case study investigates an area where little is known. It helps to identify questions, variables, and hypotheses for future research.

Characteristics :

  • Often used in the early stages of research.
  • Focuses on discovery and hypothesis generation.
  • Helps clarify research questions.

Example : Examining how remote work affects team dynamics in an organization that has recently transitioned to a work-from-home model.

2. Descriptive Case Study

Definition : A descriptive case study provides a detailed account of a particular case, describing it within its context. The goal is to provide a complete and accurate depiction without necessarily exploring underlying causes.

  • Focuses on describing the case in detail.
  • Provides comprehensive data to paint a clear picture of the phenomenon.
  • Helps understand “what” happened without delving into “why.”

Example : Documenting the process and outcomes of a corporate restructuring within a company, describing the actions taken and their immediate effects.

3. Explanatory Case Study

Definition : An explanatory case study aims to explain the cause-and-effect relationships of a particular case. It focuses on understanding “how” or “why” something happened.

  • Useful for causal analysis.
  • Aims to provide insights into mechanisms and processes.
  • Often used in social sciences and psychology to study behavior and interactions.

Example : Investigating why a school’s test scores improved significantly after implementing a new teaching method.

4. Intrinsic Case Study

Definition : An intrinsic case study focuses on a unique or interesting case, not because of what it represents but because of its intrinsic value. The researcher’s interest lies in understanding the case itself.

  • Driven by the researcher’s interest in the particular case.
  • Not meant to generalize findings to broader contexts.
  • Focuses on gaining a deep understanding of the specific case.

Example : Studying a particularly successful start-up to understand its founder’s unique leadership style.

5. Instrumental Case Study

Definition : An instrumental case study examines a particular case to gain insights into a broader issue. The case serves as a tool for understanding something more general.

  • The case itself is not the focus; rather, it is a vehicle for exploring broader principles or theories.
  • Helps apply findings to similar situations or cases.
  • Useful for theory testing or development.

Example : Studying a well-known patient’s therapy process to understand the general principles of effective psychological treatment.

Methods of Conducting a Case Study

Case studies can involve various research methods to collect data and analyze the case comprehensively. The primary methods include interviews , observations , document analysis , and surveys .

1. Interviews

Definition : Interviews allow researchers to gather in-depth information from individuals involved in the case. These interviews can be structured, semi-structured, or unstructured, depending on the study’s goals.

  • Develop a list of open-ended questions aligned with the study’s objectives.
  • Conduct interviews with individuals directly or indirectly involved in the case.
  • Record, transcribe, and analyze the responses to identify key themes.

Example : Interviewing employees, managers, and clients in a company to understand the effects of a new business strategy.

2. Observations

Definition : Observations involve watching and recording behaviors, actions, and events within the case’s natural setting. This method provides first-hand data on interactions, routines, and environmental factors.

  • Define the behaviors and interactions to observe.
  • Conduct observations systematically, noting relevant details.
  • Analyze patterns and connections in the observed data.

Example : Observing interactions between teachers and students in a classroom to evaluate the effectiveness of a teaching method.

3. Document Analysis

Definition : Document analysis involves reviewing existing documents related to the case, such as reports, emails, memos, policies, or archival records. This provides historical and contextual data that can complement other data sources.

  • Identify relevant documents that offer insights into the case.
  • Systematically review and code the documents for themes or categories.
  • Compare document findings with data from interviews and observations.

Example : Analyzing company policies, performance reports, and emails to study the process of implementing a new organizational structure.

Definition : Surveys are structured questionnaires administered to a group of people involved in the case. Surveys are especially useful for gathering quantitative data that supports or complements qualitative findings.

  • Design survey questions that align with the research goals.
  • Distribute the survey to a sample of participants.
  • Analyze the survey responses, often using statistical methods.

Example : Conducting a survey among customers to measure satisfaction levels after a service redesign.

Case Study Guide: Step-by-Step Process

Step 1: define the research questions.

  • Clearly outline what you aim to understand or explain.
  • Define specific questions that the case study will answer, such as “What factors led to X outcome?”

Step 2: Select the Case(s)

  • Choose a case (or cases) that are relevant to your research question.
  • Ensure that the case is feasible to study, accessible, and likely to yield meaningful data.

Step 3: Determine the Data Collection Methods

  • Decide which methods (e.g., interviews, observations, document analysis) will best capture the information needed.
  • Consider combining multiple methods to gather rich, well-rounded data.

Step 4: Collect Data

  • Gather data using your chosen methods, following ethical guidelines such as informed consent and confidentiality.
  • Take comprehensive notes and record interviews or observations when possible.

Step 5: Analyze the Data

  • Organize the data into themes, patterns, or categories.
  • Use qualitative or quantitative analysis methods, depending on the nature of the data.
  • Compare findings across data sources to identify consistencies and discrepancies.

Step 6: Interpret Findings

  • Draw conclusions based on the analysis, relating the findings to your research questions.
  • Consider alternative explanations and assess the generalizability of your findings.

Step 7: Report Results

  • Write a detailed report that presents your findings and explains their implications.
  • Discuss the limitations of the case study and potential directions for future research.

Examples of Case Study Applications

  • Objective : To understand the success factors of a high-growth tech company.
  • Methods : Interviews with key executives, analysis of internal reports, and customer satisfaction surveys.
  • Outcome : Insights into unique management practices and customer engagement strategies.
  • Objective : To examine the impact of project-based learning on student engagement.
  • Methods : Observations in classrooms, interviews with teachers, and analysis of student performance data.
  • Outcome : Evidence of increased engagement and enhanced critical thinking skills among students.
  • Objective : To explore the effectiveness of a new mental health intervention.
  • Methods : Interviews with patients, assessment of clinical outcomes, and reviews of therapist notes.
  • Outcome : Identification of factors that contribute to successful treatment outcomes.
  • Objective : To assess the impact of urban development on local wildlife.
  • Methods : Observations of wildlife, analysis of environmental data, and interviews with residents.
  • Outcome : Findings showing the effects of urban sprawl on species distribution and biodiversity.

Case studies are valuable for in-depth exploration and understanding of complex phenomena within their real-life contexts. By using methods such as interviews, observations, document analysis, and surveys, researchers can obtain comprehensive data and generate insights that are specific to the case. Whether exploratory, descriptive, or explanatory, case studies offer unique opportunities for understanding and discovering practical applications for theories.

  • Baxter, P., & Jack, S. (2008). Qualitative Case Study Methodology: Study Design and Implementation for Novice Researchers . The Qualitative Report, 13(4), 544–559.
  • Creswell, J. W., & Poth, C. N. (2017). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (4th ed.). SAGE Publications.
  • Stake, R. E. (1995). The Art of Case Study Research . SAGE Publications.
  • Yin, R. K. (2018). Case Study Research and Applications: Design and Methods (6th ed.). SAGE Publications.
  • Thomas, G. (2016). How to Do Your Case Study (2nd ed.). SAGE Publications.

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COMMENTS

  1. Case Study vs. Survey

    A case study involves an in-depth analysis of a specific individual, group, or situation, aiming to understand the complexities and unique aspects of the subject. It often involves collecting qualitative data through interviews, observations, and document analysis. On the other hand, a survey is a structured data collection method that involves ...

  2. Case Study vs. Survey: What's the Difference?

    A case study involves a detailed examination of a single subject, such as an individual, event, or organization, to gain in-depth insights. In contrast, a survey is a research tool used to gather data from a sample population, focusing on gathering quantitative information or opinions through questions. 14. Case studies are often used in fields ...

  3. Distinguishing Between Case Study & Survey Methods

    A case study involves researching an individual, group, or specific situation in-depth, usually over a long period of time. On the other hand, a survey involves gathering data from an entire population or a very large sample to understand opinions on a specific topic. The main difference between the two methods is that case studies produce rich ...

  4. Case Study vs. Survey

    A case study is an in-depth analysis of a specific individual, group, or event, while a survey is a method of gathering information from a large number of respondents. Difference Between Case Study and Survey

  5. Case Studies vs. Surveys

    Surveys are more focused on obtaining quantitative data and generalizing findings to a larger population. While case studies offer rich and detailed information, surveys provide a broader perspective and statistical analysis. Ultimately, the choice between these methods depends on the research objectives and the nature of the research question.

  6. How does the case study method differ from the survey method? Analyze

    Explain the speculative method, historical-descriptive and generalization method, and predictive method used in the study of international relations. Discuss a range of different research methods and their uses in social science.

  7. How a Case Study Differs from Other Types of Research

    Case studies differ from other types of research in several ways: They rely heavily on qualitative data: As mentioned above, one key distinction between a case study and other forms of research is that it relies heavily on qualitative data — such as interviews — rather than quantitative data like surveys or experiments.

  8. What Is a Case Study?

    A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research. A case study research design usually involves qualitative methods, but quantitative methods are sometimes also used.

  9. Case Study Methods and Examples

    The purpose of case study research is twofold: (1) to provide descriptive information and (2) to suggest theoretical relevance. Rich description enables an in-depth or sharpened understanding of the case. It is unique given one characteristic: case studies draw from more than one data source. Case studies are inherently multimodal or mixed ...

  10. Case Study

    Case studies can involve various research methods to collect data and analyze the case comprehensively. The primary methods include interviews, observations, document analysis, and surveys. 1. Interviews. Definition: Interviews allow researchers to gather in-depth information from individuals involved in the case.