Generalization in quantitative and qualitative research: Myths and strategies
Open accessAbstract
Generalization, which is an act of reasoning that involves drawing broad inferences from particular observations, is widely-acknowledged as a quality standard in quantitative research, but is more controversial in qualitative research. The goal of most qualitative studies is not to generalize but rather to provide a rich, contextualized understanding of some aspect of human experience through the intensive study of particular cases. Yet, in an environment where evidence for improving practice is held in high esteem, generalization in relation to knowledge claims merits careful attention by both qualitative and quantitative researchers. Issues relating to generalization are, however, often ignored or misrepresented by both groups of researchers. Three models of generalization, as proposed in a seminal article by Firestone, are discussed in this paper: classic sample-to-population (statistical) generalization, analytic generalization, and case-to-case transfer (transferability). Suggestions for enhancing the capacity for generalization in terms of all three models are offered. The suggestions cover such issues as planned replication, sampling strategies, systematic reviews, reflexivity and higher-order conceptualization, thick description, mixed methods research, and the RE-AIM framework within pragmatic trials.
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Integrity signals
Registry
Cites
Statistics
Claims the paper makes
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Statements such as '13 out of 20 participants said X' are meaningless because sampling in qualitative research is not designed to be representative of a wider population, but purposive to capture diversity around a phenomenon.
“This kind of statement is clearly meaningless because the sampling in qualitative research is not designed to be representative of a wider population, but purposive to capture diversity around a phenomenon [41].”
From Using the framework method for the analysis of qualitative data in multi-disciplinary health research (2013) · cites this paper as [41]
Section 3.1, “Replication in sampling” (page unavailable), describes purposive qualitative sampling, including maximum variation sampling. But the claim’s central conclusion—that reporting how many participants said something is meaningless—conflicts with Section 3.5, “Know thy Data” (page unavailable), which says quantifying qualitative data can confirm conclusions and generate meaning. (LLM, conf=0.83)
Checked by a reasoning model — may be wrong.
Experimental — accuracy not yet measuredThe research team should comprise at least two independent coders with experience in qualitative research.
“The research team should comprise at least two independent coders with experience in qualitative research. 8”
From Research and scholarly methods: Thematic analysis (2023) · cites this paper as [8]
Section 3.5, “Know thy Data” (page not supplied), recommends that qualitative researchers engage deeply with their data, but does not prescribe a coding team. Searches for independent coders, multiple coders, and coding-team qualifications found no passage requiring at least two experienced qualitative coders. (LLM, conf=0.75)
Experimental — accuracy not yet measured
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
The self-check needs the paper’s full text.
Cites
The Interpretation of Cultures
Fenn, R. K., & Geertz, C. (1974) · Journal for the Scientific Study of Religion · doi:10.2307/1384392 · Cited by 19,236 · see citing works
Qualitative evaluation and research methods
Ellis, D. J. (1990) · International Journal of Information Management · doi:10.1016/0268-4012(90)90041-p · Cited by 17,942 · see citing works
The Interpretation of Cultures
Dadze-Arthur, A. (2017) · Macat Library eBooks · doi:10.4324/9781912128310 · Cited by 16,500 · see citing works
(2002) · Cited by 13,211 · see citing works
The SAGE handbook of qualitative research
(2005) · Choice Reviews Online · doi:10.5860/choice.43-1330 · Cited by 10,173 · see citing works
(2016) · Andalas University Repository (Andalas University) · Cited by 8,424 · see citing works
Stockton, R. A., & Kerlinger, F. N. (1974) · American Educational Research Journal · doi:10.2307/1162206 · Cited by 7,356 · see citing works
The Sage Handbook of Qualitative Research[1]
(2006) · Qualitative Research in Organizations and Management An International Journal · doi:10.1108/17465640610666642 · Cited by 5,854 · see citing works
Nursing Research Generating and Assessing Evidence for Nursing Practice
Timmins, F. (2013) · Nurse Education in Practice · doi:10.1016/j.nepr.2013.04.001 · Cited by 5,505 · see citing works
Verification strategies for establishing reliability and validity in qualitative research
Morse, J. M., Barrett, M., Mayan, M., Olson, K., & Spiers, J. (2002) · International Journal of Qualitative Methods · doi:10.1177/160940690200100202 · Cited by 4,978 · see citing works
Thick Description: Towards an Interpretive Theory of Culture
Geertz, C. (1973) · PhilPapers (PhilPapers Foundation) · doi:10.4324/9780203931950-11 · Cited by 4,181 · see citing works
But is it rigorous? Trustworthiness and authenticity in naturalistic evaluation
Lincoln, Y. S., & Guba, E. G. (1986) · New Directions for Program Evaluation · doi:10.1002/ev.1427 · Cited by 3,668 · see citing works
Qualitative Evaluation and Research Methods
Welch, J. K., & Patton, M. Q. (1992) · Modern Language Journal · doi:10.2307/330063 · Cited by 3,329 · see citing works
Foundations of Behavioral Research
Buttram, J. B. (1967) · Journal of Music Therapy · doi:10.1093/jmt/4.4.144-a · Cited by 2,977 · see citing works
Doing Naturalistic Inquiry: A Guide to Methods
Erlandson, D. A. (1993) · Cited by 2,596 · see citing works
The Enlightened Eye: Qualitative Inquiry and the Enhancement of Educational Practice
Gray, J. A. M., & Eisner, E. W. (1994) · Studies in Art Education · doi:10.2307/1320828 · Cited by 2,474 · see citing works
Beyond the two disciplines of scientific psychology.
Cronbach, L. J. (1975) · American Psychologist · doi:10.1037/h0076829 · Cited by 2,097 · see citing works
Publication Manual of the American Psychological Association
Yao, R. (2011) · Family and Consumer Sciences Research Journal · doi:10.1111/j.1552-3934.2011.02081.x · Cited by 1,459 · see citing works
The Case Study Method in Social Inquiry
Stake, R. E. (1978) · Educational Researcher · doi:10.3102/0013189x007002005 · Cited by 1,427 · see citing works
Salas, M. D. L. N. J., & Kaplan, A. (1967) · Revista española de la opinión pública · doi:10.2307/40180865 · Cited by 1,362 · see citing works
Sandelowski, M. (2000) · Research in Nursing & Health · doi:10.1002/1098-240x(200006)23:3 · Cited by 1,357 · see citing works
(1990) · Cited by 1,280 · see citing works
Pluye, P., Gagnon, M.-P., Griffiths, F., & Johnson-Lafleur, J. (2009) · International Journal of Nursing Studies · doi:10.1016/j.ijnurstu.2009.01.009 · Cited by 1,119 · see citing works
Within-Case and Across-Case Approaches to Qualitative Data Analysis
Ayres, L., Kavanaugh, K. L., & Knafl, K. A. (2003) · Qualitative Health Research · doi:10.1177/1049732303013006008 · Cited by 998 · see citing works
Qualitative Inquiry: A Dictionary of Terms
Schwandt, T. A. (1997) · Medical Entomology and Zoology · Cited by 989 · see citing works
The Enlightened Eye: Qualitative Inquiry and the Enhancement of Educational Practice
Smith‐Shank, D. L., Koos, M., & Eisner, E. W. (1999) · Studies in Art Education · doi:10.2307/1320253 · Cited by 989 · see citing works
Real qualitative researchers do not count: The use of numbers in qualitative research
Sandelowski, M. (2001) · Research in Nursing & Health · doi:10.1002/nur.1025 · Cited by 887 · see citing works
Foundations of mixed methods research
Tashakkori, A., & Newman, I. (2022) · Elsevier eBooks · doi:10.1016/b978-0-12-818630-5.11036-x · Cited by 870 · see citing works
Thorne, S. E. (2016) · Routledge eBooks · doi:10.4324/9781315545196 · Cited by 863 · see citing works
Alternative Arguments for Generalizing From Data as Applied to Qualitative Research
Firestone, W. A. (1993) · Educational Researcher · doi:10.3102/0013189x022004016 · Cited by 848 · see citing works
Qualitative Inquiry in Education: The Continuing Debate
Stokrocki, M., Eisner, E., & Peshkin, A. (1993) · Studies in Art Education · doi:10.2307/1320628 · Cited by 815 · see citing works
Toward a Methodology of Naturalistic Inquiry in Educational Evaluation
Eisner, E. W., & Guba, E. G. (1979) · Educational Evaluation and Policy Analysis · doi:10.2307/1163902 · Cited by 672 · see citing works
Increasing the Generalizability of Qualitative Research
Schofield, J. W. (2009) · SAGE Publications Ltd eBooks · doi:10.4135/9780857024367.d8 · Cited by 654 · see citing works
Generalizability and the Single-Case Study
Donmoyer, R. (2009) · SAGE Publications Ltd eBooks · doi:10.4135/9780857024367.d7 · Cited by 354 · see citing works
Glasgow, R. E., Magid, D. J., Beck, A., Ritzwoller, D., & Estabrooks, P. A. (2005) · Medical Care · doi:10.1097/01.mlr.0000163645.41407.09 · Cited by 308 · see citing works
Statistics and Data Analysis for Nursing Research
Polit, D. F., & Lake, E. T. (2009) · Griffith Research Online · Cited by 278 · see citing works
Self-citationStatistics and data analysis for nursing research
Polit-O'Hara, D. (2010) · Medical Entomology and Zoology · Cited by 266 · see citing works
“To be of use”: enhancing the utility of qualitative research
Sandelowski, M. (1997) · Nursing Outlook · doi:10.1016/s0029-6554(97)90043-9 · Cited by 247 · see citing works
Translating the Diabetes Prevention Program to Primary Care
Whittemore, R., Melkus, G. D., Wagner, J. A., Dziura, J. D., Northrup, V. S., & Grey, M. J. (2008) · Nursing Research · doi:10.1097/nnr.0b013e31818fcef3 · Cited by 182 · see citing works
Advances in Quasi-Experimental Design and Analysis
Trochim, W. M. K. (1986) · Cited by 145 · see citing works
Synthesis of quantitative and qualitative research: an example using Critical Interpretive Synthesis
Flemming, K. (2009) · Journal of Advanced Nursing · doi:10.1111/j.1365-2648.2009.05173.x · Cited by 129 · see citing works
Guba, E. G. (1987) · New Directions for Program Evaluation · doi:10.1002/ev.1451 · Cited by 126 · see citing works
International Differences in Nursing Research, 2005–2006
Polit, D. F., & Beck, C. T. (2009) · Journal of Nursing Scholarship · doi:10.1111/j.1547-5069.2009.01250.x · Cited by 96 · see citing works
Self-citationFine, M., & Barreras, R. E. (2001) · Analyses of Social Issues and Public Policy · doi:10.1111/1530-2415.00012 · Cited by 95 · see citing works
The role of qualitative research within an evidence-based context: Can metasynthesis be the answer?
Thorne, S. E. (2008) · International Journal of Nursing Studies · doi:10.1016/j.ijnurstu.2008.05.001 · Cited by 86 · see citing works
RE-AIMing Research for Application: Ways to Improve Evidence for Family Medicine
Glasgow, R. E. (2006) · The Journal of the American Board of Family Medicine · doi:10.3122/jabfm.19.1.11 · Cited by 79 · see citing works
Land Mines in the Field: A Modest Proposal for Improving the Craft of Qualitative Health Research
Thorne, S. E., & Darbyshire, P. (2005) · Qualitative Health Research · doi:10.1177/1049732305278502 · Cited by 76 · see citing works
On Learning the Research Craft: Memoirs of a Journeyman Researcher
Guthrie, C. (2007) · Cited by 58 · see citing works
Thorne, S. E., Armstrong, E.-A., Harris, S. R., Hislop, T. G., Kim‐Sing, C., Oglov, V., Oliffe, J. L., & Stajduhar, K. (2009) · Qualitative Health Research · doi:10.1177/1049732309348382 · Cited by 51 · see citing works
Misco, T. J. (2007) · DOAJ (DOAJ: Directory of Open Access Journals) · Cited by 50 · see citing works
Enhancing Generalizability: Moving From an Intimate to a Political Voice
Groleau, D., Zelkowitz, P., & Cabral, I. E. (2009) · Qualitative Health Research · doi:10.1177/1049732308329851 · Cited by 49 · see citing works
Fahs, P. S., Morgan, L. L., & Kalman, M. (2003) · Journal of Nursing Scholarship · doi:10.1111/j.1547-5069.2003.00067.x · Cited by 34 · see citing works
Borglin, G., & Richards, D. A. (2009) · International Journal of Nursing Studies · doi:10.1016/j.ijnurstu.2009.06.016 · Cited by 31 · see citing works
Jacobsen, B. S. (1981) · Nursing Research · doi:10.1097/00006199-198107000-00014 · Cited by 7 · see citing works
Flagged first, then by citations
Research works printed but not linked: 1
- [14]14. Glaser, B.G., 2002. Conceptualisation: on theory and theorizing using grounded theory. In: Bron, A., Schemmenn, M. (Eds.), Social Science Theories and Adult Education Research. Lit Verlag, Munster, pp. 313- 335.
Cited by
Sorted by citations
Gale, N. K., Heath, G., Cameron, E., Rashid, S., & Redwood, S. (2013) · BMC Medical Research Methodology · doi:10.1186/1471-2288-13-117 · Cited by 10,865 · see citing works
Smith, B. (2018) · Qualitative Research in Sport, Exercise and Health · doi:10.1080/2159676x.2017.1393221 · Cited by 1,189 · see citing works
Belton, I., MacDonald, A., Wright, G., & Hamlin, I. (2019) · Technological Forecasting and Social Change · doi:10.1016/j.techfore.2019.07.002 · Cited by 474 · see citing works
Voice in Human–Agent Interaction: A Survey
Seaborn, K., Miyake, N. P., Pennefather, P., & Otake-Matsuura, M. (2022) · ACM Computing Surveys · doi:10.1145/3386867 · Cited by 249 · see citing works
Promoting Rigorous Research: Generalizability and Qualitative Research
Hays, D. G., & McKibben, W. B. (2021) · Journal of Counseling & Development · doi:10.1002/jcad.12365 · Cited by 167 · see citing works
The applicability of generalisability and bias to health professions education's research
Varpio, L., O'Brien, B., Rees, C. E., Monrouxe, L., Ajjawi, R., & Paradis, E. (2021) · Medical Education · doi:10.1111/medu.14348 · Cited by 100 · see citing works
The bargaining of professionalism in emergency care practice: NHS paramedics and higher education
Givati, A., Markham, C., & Street, K. (2018) · Advances in Health Sciences Education · doi:10.1007/s10459-017-9802-1 · Cited by 73 · see citing works
Research and scholarly methods: Thematic analysis
Cernasev, A., & Axon, D. R. (2023) · JACCP: Journal of the American College of Clinical Pharmacy · doi:10.1002/jac5.1817 · Cited by 71 · see citing works
Generalization Bias in Science
Peters, U., Krauss, A., & Braganza, O. (2022) · Cognitive Science · doi:10.1111/cogs.13188 · Cited by 63 · see citing works
A Systematic Investigation of Replications in Computing Education Research
Hao, Q., Smith IV, D. H., Iriumi, N., Tsikerdekis, M., & Ko, A. J. (2019) · ACM Transactions on Computing Education · doi:10.1145/3345328 · Cited by 51 · see citing works
TPACK In Situ: A Design-Based Approach Supporting Professional Development in Practice
Pareto, L., & Willermark, S. (2019) · Journal of Educational Computing Research · doi:10.1177/0735633118783180 · Cited by 43 · see citing works
A Systematic Review of Body Image Measures for People Diagnosed with Head and Neck Cancer (HNC)
Shunmuga Sundaram, C., Dhillon, H. M., Butow, P. N., Sundaresan, P., & Rutherford, C. (2019) · Supportive Care in Cancer · doi:10.1007/s00520-019-04919-6 · Cited by 29 · see citing works
Return Migration to India: Decision‐Making among Academic Engineers and Scientists
Sabharwal, M., & Varma, R. (2016) · International Migration · doi:10.1111/imig.12265 · Cited by 27 · see citing works
Gale, N. K., Jawad, M., Dave, C., & Turner, A. M. (2015) · Palliative Medicine · doi:10.1177/0269216314558327 · Cited by 26 · see citing works
Dober, M., Mikocka-Walus, A., Evans, S., Beswick, L., Emerson, C., & Olive, L. (2021) · Psychotherapy Research · doi:10.1080/10503307.2020.1813915 · Cited by 25 · see citing works
Creative and Motivational Strategies Used by Expert Creative Practitioners
Nicholas, M. J., Sterman, S., & Paulos, E. (2022) · Creativity and Cognition · doi:10.1145/3527927.3532870 · Cited by 17 · see citing works
Mental health service acceptability for the armed forces veteran community
Farrand, P., Jeffs, A., Bloomfield, T., Greenberg, N., Watkins, E., & Mullan, E. (2018) · Occupational Medicine · doi:10.1093/occmed/kqy086 · Cited by 9 · see citing works
Alharbi, A. A., Shaqran, T. M., Eltobgy, A. A. E., Albalawi, A. R., & Alnawmasi, W. S. (2019) · Open Access Macedonian Journal of Medical Sciences · doi:10.3889/oamjms.2019.322 · Cited by 5 · see citing works
- Authors
- Polit, D. F., & Beck, C. T.
- Affiliations
- Griffith University (AU)
- University of Connecticut (US)
- Corresponding author
- Polit, Denise F.
- ORCID
- Beck, Cheryl Tatano
- Venue
- International Journal of Nursing Studies
- Publisher
- Elsevier BV
- Published
- 2010-11
- Volume
- 47
- Issue
- 11
- Pages
- 1451-1458
- ISSN
- 0020-7489 (ISSN-L)
- OpenAlex
- W1971845200
- Cited by
- 1,767
- References
- 54
- Citations by year
- 2026: 155 · 2025: 180 · 2024: 214 · 2023: 176 · 2022: 168 · 2021: 202 · 2020: 143 · 2019: 119 · 2018: 93 · 2017: 73 · 2016: 65 · 2015: 64 · 2014: 40 · 2013: 23 · 2012: 32
- FWCI
- 111.23
- Type
- journal article
- Language
- en
- Open access
- green
- repository.edulll.gr
- Locations
- International Journal of Nursing Studies (publishedVersion)
- PubMed (publishedVersion)
- EduLLL - Greek Educational Content Repository (EKT) (submittedVersion)
- Griffith Research Online (submittedVersion)
- Topics
- Social Sciences › Education › Qualitative Research Methods and Applications
- Social Sciences › Education › Educational Research and Methods
- Health Sciences › Health Professions › General Health Professions › Health Policy Implementation Science
- Keywords
- generalization, transferability, qualitative research, quantitative research, replication, sampling strategy, systematic reviews, reflexivity, thick description, mixed methods, RE-AIM framework, pragmatic trials, evidence-based practice
- MeSH terms
- Nursing Research, Models, Nursing, Evidence-Based Nursing
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
Are you an author, or do you see a problem with this page? Request a review