Online Workshop: Qualitative Research Synthesis. Karin Hannes, KU Leuven Methodology of Educational Sciences Research Group

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Center on Knowledge Translation for Disability and Rehabilitation Research Online Workshop: Qualitative Research Synthesis Session 1: Introduction to Reviewing and Synthesizing Qualitative Evidence Karin Hannes, KU Leuven Methodology of Educational Sciences Research Group A webinar sponsored by SEDL s Center on Knowledge Translation for Disability and Rehabilitation Research (KTDRR) 800-266-1832 www.ktdrr.org Copyright 2015 by SEDL, an Affiliate of the American Institutes for Research. All rights reserved. Funded by NIDRR, US Department of Education, PR# H133A120012. No part of this presentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from SEDL (4700 Mueller Blvd., Austin, TX 78723), or by submitting an online copyright request form at www.sedl.org/about/copyright_request.html. Users may need to secure additional permissions from copyright holders whose work SEDL included after obtaining permission as noted to reproduce or adapt for this presentation. 1

Masterclass on Qualita/ve Evidence Synthesis Introduc/on Session Karin Hannes Methodology of Educa/onal Sciences Research Group KU Leuven Karin.hannes@ppw.kuleuven.be 2

A fairly short, reasonably cheap introduc/on to QES How did I got triggered by qualita/ve evidence synthesis? What is qualita/ve research and what sort of evidence does it generate? How can qualita/ve research contribute to treatment effec/veness reviews? How is a qualita/ve evidence synthesis different from a review of effec/veness? What (general) approaches can be used? What does a qualita/ve review protocol look like? 3

HOW DID I GET TRIGGERED BY QUALITATIVE EVIDENCE SYNTHESIS? 4

Meet Emma Born the 6th of October 2010 5

Meet Emma Born the 6th of October 2010 LiWle sister of Door and Polle 6

If you don t know the answer to your ques/on Where would you go look for it? 7

You d go to the Cochrane or Campbell Library! 8

The answer to my ques/on Women who exercised did not lose significantly more weight than women in the usual care group. Women who took part in a diet or diet plus exercise program, lost more weight than women in the usual care. There was no difference in the magnitude of weight loss between diet and diet plus exercise group. The interven/ons seemed not to affect breasceeding performance adversely. 9

The answer to my ques/on 1 0 Women who exercised did not lose significantly more weight than women in the usual care group. Women who took part in a diet or diet plus exercise program, lost more weight than women in the usual care. There was no difference in the magnitude of weight loss between diet and diet plus exercise group. The interven/ons seemed not to affect breasceeding performance adversely. A study in the Journal of the American College of Nutrition found that those who ate cereals were lower in weight compared to those who ate meat and eggs, bread or skipped breakfast.

The answer to my ques/on SIMPLE logical reasoning: IF a diet helps to lose weight ager pregancy IF cereals have proven to work well as a diet 11

The answer to my ques/on SIMPLE logical reasoning: IF a diet helps to lose weight ager pregancy IF cereals have proven to work well as a diet THEN the consump/on of cereals will lead to weight loss ager pregnancy! Right? 12

Wrong effect! And then you panic 13

Wrong effect! And then you panic 14

You d go and dig a liwle deeper 15

You d go and dig a liwle deeper Study 1 (Thornton) Husbands and female rela/ves were the primary sources of emo/onal, instrumental and informa/onal support. Holis/c health beliefs and the opinions of others strongly influenced the mothers in their percep/on about the need to remain healthy. Absence of mothers, female rela/ves, friends to do child care, companionship for exercise and advice about food were barriers limi/ng women s ability to maintain healthy prac/ces 16

You d go and dig a liwle deeper Study 1 (Thornton) Husbands and female rela/ves were the primary sources of emo/onal, instrumental and informa/onal support. Holis/c health beliefs and the opinions of others strongly influenced the mothers in their percep/on about the need to remain healthy. Absence of mothers, female rela/ves, friends to do child care, companionship for exercise and advice about food were barriers limi/ng women s ability to maintain healthy prac/ces Study 2 (Setse) Postpartum depression Desire to lose weight Cost of weight programs Nega/ve impact of media covering celebrity post partum weight loss Family behaviors that promote unhealthy ea/ng Impact of child care facili/es on ability to exercise 17

You d go and dig a liwle deeper Conclusion study 1 (Thornton) We need community- based, family oriented programs to increase the chance of successful weight reduc/on. Conclusion study 2 (Setse) Weight loss interven/ons should address the psychological effects of childbearing, affordability and percep/ons of body image. They should incorporate family- centred approaches. 18

WHAT IS QUALITATIVE RESEARCH AND WHAT SORT OF EVIDENCE DOES IT GENERATE? 19

Evidence of effec/veness It is surely a great criticism of our profession that we have not organised a critical summary,, adapted periodically, of all relevant randomised controlled trials Archie Cochrane 20

Evidence of what? It is surely a great criticism of our profession that we have been foolish enough to think that critical summaries of relevant randomised controlled trials would provide us with the right answer for each type of query Karin Hannes 21

Evidence of what? Evidence of effecmveness : the extent to which an interven/on, when used appropriately, achieves the intended effect. 22

Evidence of what? Evidence of effecmveness : the extent to which an interven/on, when used appropriately, achieves the intended effect. Evidence of feasibility : the extent to which an interven/on is prac/cal and prac/cable, whether or not an interven/on is physically, culturally or financially prac/cal or possible within a given context. Evidence of appropriateness the extent to which an interven/on fits with a situa/on, how an interven/on relates to the context in which it is given. Evidence of meaningfulness : the extent to which an interven/on is posi/vely experienced by the popula/on and relates to the personal experience, opinions, values, beliefs and interpreta/ons of the popula/on. 23

Evidence of what? Evidence of effecmveness : the extent to which an interven/on, when used appropriately, achieves the intended effect. Evidence of feasibility : the extent to which an interven/on is prac/cal and prac/cable, whether or not an interven/on is physically, culturally or financially prac/cal or possible within a given context. Evidence of appropriateness the extent to which an interven/on fits with a situa/on, how an interven/on relates to the context in which it is given. Evidence of meaningfulness : the extent to which an interven/on is posi/vely experienced by the popula/on and relates to the personal experience, opinions, values, beliefs and interpreta/ons of the popula/on. 24

Evidence of what? WHAT IF HE HAD THOUGHT ABOUT organising a critical summary,, adapted periodically, of all relevant qualitative research studies? 25

Evidence of what? Mixed method reviews WHAT IF HE HAD THOUGHT ABOUT organising a critical summary,, adapted periodically, of all relevant qualitative research studies? 26

Evidence of what? Of course it mixes apples and oranges. In the study of fruit nothing else is sensible. Comparing apples to oranges is the only endeavor worthy of true scien<sts. Comparing apples to apples is trivial. (Gene Glass, 2000) Mixed method reviews 27

Qualita/ve research QualitaMve research in its most basic form is research inves/ga/ng the way in which people make sense of their ideas and experiences The what The why The how 28

Qualita/ve research QualitaMve research in its most basic form is research inves/ga/ng the way in which people make sense of their ideas and experiences The what The why The how The search for MEANING (instead of factual informamon) Developing a more complex picture of a phenomenon or situa/on. 29

Evidence of what? Many Community Integra<on programs show posi<ve results and should be studied more rigorously. To further establish that post- acute TBI rehabilita<on interven<ons improve CI, future studies should include interven/on strategies based on injury severity, a control group, longer term follow- up 30

Evidence of what? Oh, that s too bad. Something hit his head, it won t heal, he s gone nuts, It s like, if I m on an Olympic running team and I have a small injury, yet I go back to that group. The need, the expecta<on is there. It is essen/al that professionals know the pre- morbid charac- teris/cs of the adolescents The program needs to go beyond the physical symptoms. Social role recovery should be considered an important component of such programs. 31

Evidence of what? A cross sec<onal study by Carpenter, Forwell, Jongbloed, and Backman (2007) indicates that life sa<sfac<on is more strongly related to community par<cipa<on than impairment and ac<vity limita<ons. Barriers and facilitators [Video - PhotoVoice: Advocacy through Photography] (Community Participation after Spinal Cord Injury, N. Charleston, SC - 7/28/08) COMMUNITY PARTICIPATION Used with permission of Susan D. Newman 32

Qualita/ve Evidence Synthesis defined A process of summarizing qualita/ve research findings, by comparing and analysing textual, visual or other research evidence derived from mul/ple accounts of an event, phenomenon or situa/on as reported in basic qualita/ve research studies. Explore ques9ons such as How do people experience a condi<on, situa<on? Why does an interven<on work (or not), for whom and in what circumstances? What are the barriers and facilitators related to a program? What impact do specific barriers and facilitators have on people, their experiences and behavior? 33

Qualita/ve evidence synthesis defined The process or result of building up separate elements, especially ideas, into a connected whole, especially a theory or system (Oxford English Dic/onary) A systema/c empirical inquiry into meaning Systema/c Empirical Inquiry into meaning Planned Ordered/ structured Reconstructed logic of science Depends upon the world of experience. Builds on what we can capture with our senses. Shank, 2006 Developing a more complex picture of a phenomenon or situa/on. Rich, Deep, Thick, Textured, Insighcul, 34

HOW CAN QUALITATIVE RESEARCH CONTRIBUTE TO TREATMENT EFFECTIVENESS REVIEWS? 35

Contribu/on to treatment effec/veness reviews Contribute to the understanding of heterogeneity in outcomes Provide a research- based context for interpre/ng and explaining trial results How to achieve change (more effec/vely)? How to improve interven/ons? How to fit subjec/ve needs? What other type of interven/ons might be needed? Provide evidence on the subjec/ve experience of those involved in developing, delivering and receiving an interven/on or living with a par/cular condi/on or in a specific environment Reveal the extent to which effec/ve interven/ons are actually adopted in policies and prac/ce 36

Contribu/on to treatment effec/veness reviews QualitaMve research can contribute to Cochrane IntervenMon reviews in four ways: informing reviews by using evidence from qualita/ve research to help define and refine the ques/on, and to ensure the review includes appropriate studies and addresses important outcomes; enhancing reviews by synthesizing evidence from qualita/ve research iden/fied whilst looking for evidence of effec/veness; extending reviews by undertaking a search to specifically seek out evidence from qualita/ve studies to address ques/ons directly related to the effec/veness review; and supplemenmng reviews by synthesizing qualita/ve evidence within a stand- alone, but complementary, qualita/ve review to address ques/ons on aspects other than effec/veness. 37

Drivers for Greater recogni/on of the value of qualita/ve research in evidence- based policy Empty reviews Public perspec/ves and experiences Systema/c reviews of complex interven/ons Issues of process and implementa/on Extension of evidence- based health care to other areas of public policy Growing tradi/on for integra/on in primary research (mixed methods research) Dedicated research funding for methodological research Establishment of dedicated methods groups (e.g. Cochrane Qualita/ve Methods Research Group) 38

HOW IS A QUALITATIVE EVIDENCE SYNTHESIS DIFFERENT FROM A REVIEW OF EFFECTIVENESS? 39

The aggrega/ve versus the configura/ve discourse CONCEPTUALISATION OF SYSTEMATIC REVIEWS 40

Conceptualisa/on of reviews Meta- analysis: Sta/s/cally pooling the results from individual studies addressing a similar topic, in order to create a more robust and trustworthy effect measure. AGGREGATION 41

Assess the effec/veness to LHW programme implementa/on. Lay health workers can increase immunisa/on uptake in children < 5 years old 42

Conceptualisa/on of reviews ConfiguraMon Arrange or configure the findings from primary studies in order to generate new theory or explore the salience of exis/ng theory in par/cular situa/ons. Piecing together research knowledge from different contexts. 43

Conceptualisa/on of reviews The importance of context TEXT MESSAGE: **Honey, I'm running late - please put the chicken on the stove. Love you!** Cynthia Lum, 2011 44

Conceptualisa/on of reviews The importance of context TEXT MESSAGE: **Honey, I'm running late - please put the chicken on the stove. Love you!** Cynthia Lum, 2011 45

Programme acceptability, feasibility, appropriateness Lay health worker relamonship with recipient Lay health worker rela/onship with health professionals Lay health worker mo/va/on and incen/ves Lay health worker training, supervision and working condi/ons Pa/ent flow process Service integra/on Social- cultural condi/ons 46

MPLE 47

Lay health worker review SAMPLE 48

The role of QES in SR: different aims Meta-analysis Meta-synthesis Nature Aim Studies Result Synthesis Quantitative Accumulating Strictly comparable More power Through data Qualitative Make sense of data Basic comparability Added value in content Through interpretation 49

WHAT GENERAL APPROACHES CAN BE USED? 50

Conceptualisa/on of qualita/ve evidence synthesis Meta- narra/ve Meta- ethnography Cri/cal Interpre/ve synthesis Thema/c synthesis Framework synthesis Meta- Grounded Theory Meta- aggrega/on Ecological triangu- la/on 51

The method is related to the purpose of the review Bring together separate findings into an interpre/ve explana/on that is greater than the sum of the parts (meta- ethnography) Cri/cally approach the literature in terms of deconstruc/ng research tradi/ons or theore/cal assump/ons (cri/cal interpre/ve synthesis) Produce theories or models that are based on phenomena involving processes of contextualised understanding and ac/on (grounded theory) Respond to a review need for evalua/ng an interven/on s appropriateness, acceptability and effec/veness (thema/c analysis) Summarize evidence in order to develop lines of ac/on for prac/ce and policy (meta- aggrega/on) Unpicking the mutually interdependent rela/onships between persons and environments, by formula/ng pawerns 'With this interven/on, these outcomes occur with these popula/on foci and in these sevngs (ecological triangula/on) Bring together research of widely different designs and paradigms (meta- narra/ve)! 7 out of 21! 52

Epistemological arguments Qualita/ve Inquiry Qualita/ve Science Idealist Critical interpretive synthesis Metanarrative Meta-ethnography Grounded theory Thematic synthesis The JBI metaaggregative approach Framework synthesis Realist Ecological triangulation Subjective idealism Subjective idealism Objective idealism Objective idealism Critical realism Critical realism Critical realism Scientific realism There is no shared reality independent of mulmple alternamve human construcmons There is a world of collecmvely shared understandings: Knowledge of reality is mediated by our percepmons and beliefs It is possible for knowledge to approximate closely an external reality 53 Spencer, 2003 Based on BarneW- Page and Thomas, 2009

Choosing the right approach to inform policy and prac/ce? Purpose/Aim Nature of the research Idealist Realist Epistemology Nature of researcher Breadth and depth level of experience Nature of the research team Resource requirement 54

Qualita/ve Evidence Synthesis guidance Guidance is on the CQIMG website Methods to synthesize and integrate qualita/ve evidence hwp://cqimg.cochrane.org/ supplemental- handbook- guidance Mailbase for ques/ons/discussion asqus@jiscmail.ac.uk Methodological support for Cochrane or non- Cochrane related QES by KU Leuven researchers based on personal interests (co- authoring) 56

Center on Knowledge Translation for Disability and Rehabilitation Research Thank you for participating! We invite you to: Provide your input on today s session Share your ideas for future sessions Participate in the Community of Practice to continue the dialogue PLEASE CONTACT: joann.starks@sedl.org Please fill out the brief Evaluation Form: www.surveygizmo.com/s3/1802192/qualsynth-1 57

Center on Knowledge Translation for Disability and Rehabilitation Research Disclaimer This presentation was developed for grant number H133A120012 from the National Institute on Disability and Rehabilitation Research (NIDRR), Office of Special Education and Rehabilitative Services (OSERS), U.S. Department of Education. However, the contents do not necessarily represent the policy of the Department of Education, and you should not assume endorsement by the federal government. 58