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Case study

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A case study is an intensive, detailed examination of a specific subject within its real-world context. Researchers use this method to understand complex phenomena by looking closely at individual instances. This could be a single person, a specific organization, or a major historical event. By focusing on these details, scholars can gain deep insights that broader studies might miss.

Case Study Caption 1
Case Study Caption 1

Case studies are widely used in both the social sciences and the natural sciences to explore how things work in practice.

The process of a case study involves looking at specific units to understand a larger group. John Gerring, a noted scholar, describes this as an intensive study of a single unit or a small number of units. The goal is to understand a larger class of similar units, which is called a population of cases. This is known as an idiographic style of analysis. It differs from quantitative work, which uses a nomothetic style. While quantitative work uses comparable observations, case studies often use noncomparable observations. These observations look at different aspects of a single causal or descriptive question.

There are several ways to structure a research design for a case study. One approach is a "no theory first" design, which is linked to the work of Kathleen M. Eisenhardt. Another approach follows the guidelines of Robert K. Yin and focuses on the difference between single- and multiple-case studies. Robert E. Stake introduced a design regarding the "social construction of reality." Finally, Michael Burawoy is known for a design that aims to identify anomalies, or things that do not fit expected patterns. These different designs can be used alone or in combinations to provide better explanations.

Researchers must carefully choose their subjects, a process known as case selection. They often look for cases that offer a high expected information gain. Instead of picking a typical or average case, they might choose an outlier. An outlier is an extreme, deviant, or atypical case that can reveal more information. Some researchers use their local knowledge to "soak and poke" at a subject. This means they use their deep understanding of a setting to provide reasoned explanations. Choosing cases randomly is common in large-scale research, but it can cause bias in small-scale case studies.

In 2015, scholars John Gerring and Jason Seawright identified seven specific strategies for selecting cases. Typical cases represent a stable relationship within a larger population. Diverse cases show variations across different variables. Extreme cases have values that are very high or very low. Deviant cases are even more unique because they defy existing theories and common sense. Influential cases are central to a specific theory, such as Nazi Germany in studies of fascism. Researchers also use "most similar" or "most different" cases to compare specific variables. These strategies help ensure the study is useful for theoretical discovery.

There are also different types of research objectives for these studies. Arend Lijphart and Harry Eckstein identified five types of research designs. Alexander George and Andrew Bennett added a sixth category to this list. Some studies are atheoretical, meaning they aim to describe a case well without building a new theory. Others are interpretative, using existing theories to explain a specific case. Hypothesis-generating studies aim to find new variables and causal paths. Theory-testing studies assess if an existing theory is actually valid. Finally, plausibility probes check if a new theory is even possible.

Case studies have led to some of the most important discoveries in history. For example, Charles Darwin developed his theory of evolution by studying cases in the Galapagos Islands. Douglass North used case studies of early developing states, like England, to create theories about economic development. These methods are excellent for finding "causal mechanisms," which are the specific steps that lead from one event to another. Because they provide descriptive richness, case studies can offer greater internal validity than many quantitative studies. They help scientists and historians see the full, complex story of the world.

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